FREE Email Marketing Strategy Template (Gantt Chart)

Why use our Email Marketing Strategy Template instead of Excel or Google Sheets?

Get started with our Email Marketing Strategy Template in seconds while skipping the hassle involved with Excel or Google Sheets.

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Move at the pace of modern business with no learning curve or Googling formulas.

Good luck figuring out how to make a Gantt chart work in Excel or Google Sheets. Excel’s user manual weighs in at a hefty 500+ pages. It takes just five minutes with Tom’s Planner to start planning your first real project plan.

Headache-free collaboration and sharing.

Tom's Planner offers powerful options for sharing and collaborating on Gantt charts, including public links, PDF exports, and team access with customizable permission levels. It’s never been easier to communicate or ensure everyone’s on the same page. Compare that to Excel, where sharing and collaboration mean jumping through hoop after hoop and dealing with confusion and chaos.

How to use Tom’s Planner’s email marketing strategy template to build and share your email marketing strategy.

Getting your project off the ground is as easy as 1-2-3.

Step #1

Click the 'start with template’ button to open the Email Marketing Strategy Template.

Step #2

Register for a free account and watch a short video on using Tom’s Planner. The account is free forever, with no strings attached.

Step #3

You’re all set to use the Gantt chart template. Need additional help? Our AI assistant can create a custom Gantt chart Email Marketing Strategy Template based on your project description.

Start with template

What is an email marketing strategy template?

Connecting with current and potential customers is essential for any business. You can use a wide range of tools and techniques to do that, including traditional advertising, social media marketing, and PPC ads to name just a few. However, email marketing remains one of the most effective options in the modern marketer’s toolbox.

Email marketing gets your message past many of the barriers your customers and prospects erect, and right into their inbox. In most cases, they’ll have opted into receiving emails from your business, too, so there’s an element of trust there that’s not present with some other types of marketing.

The challenge here is that successful email marketing requires an overarching strategy. Creating and implementing that strategy is no small feat. An email marketing strategy template can help here.

An email marketing strategy is a living document that lets you plan all the details of your email marketing efforts, including:

Goals
Budget
Audience segments
Desired actions

That said, you mustn’t rely on an email marketing plan template in Excel or Google Sheets. Yes, those apps are great for data entry and management. They’re a poor choice for something as critical as planning your marketing strategy, however. Instead, use an email marketing strategy Gantt chart template.

The value of an email marketing strategy Gantt chart template

Where tools like Excel and Google Sheets are designed for data entry and processing, a Gantt chart like Tom’s Planner delivers powerful, flexible capabilities that allow you to plan and monitor your email marketing efforts in real-time.

With a tool like Tom’s Planner, you can create customized tasks and specific timeframes, assign responsibilities to particular individuals, and set custom statuses to deliver important information at a glance.

Whether you’re embarking on your first email marketing campaign or you’re an experienced digital marketer looking to refine your toolset, Tom’s Planner can help.

When to use an email marketing strategy template

Putting an email marketing strategy template to effective use requires an understanding of when it should be used. It’s an essential part of planning and executing your email marketing plan.

Planning Phase:

Perhaps the most obvious and arguably the most important time to use an email marketing strategy template is during the ideation and planning stages. A tool like Tom’s Planner allows you to plan your email marketing efforts in depth by creating timelines, setting specific goals, and even creating visual elements that highlight priority or urgency.

Audience Segmentation:

Today’s customers expect the businesses they patronize to remember them. Personalized email communication is only possible if you segment your audience. You can use your email marketing strategy template to help make segmentation simpler and to keep your segments organized as well as tied into the wider strategy.

During Your Marketing Efforts:

Don’t assume that once your email marketing efforts get underway you should stop using your strategy template. Refer to it often to help keep your campaign on track, communicate important information to stakeholders, and ensure everyone is on the same page.

Tom’s Planner offers the flexibility and ease of customization that you need to create successful email marketing campaigns.

Who should use an email marketing strategy template?

Your email marketing schedule template is a critical business asset that should be used by multiple people before, during, and after a campaign launch. Some of those who’ll need to use it include:

Project Manager:

The project manager will use the email marketing strategy template to assign tasks and other responsibilities and update tasks as they’re completed, thereby keeping the project on track.

Marketing Team:

Individual members of the marketing team, such as copywriters, will need access to the email marketing template to understand the project’s goals and the different audience segments being targeted.

Other Stakeholders:

Depending on your goals, there may be many other stakeholders who need access to the email marketing strategy. This can include the sales team, executives, and many others.

By using an email marketing strategy template effectively, you increase the chances your campaigns will deliver the anticipated results.

Start with template

The top three pitfalls to avoid when planning an email marketing strategy

Not Planning
It’s easy to just jump into email marketing without any preparation. However, that’s a short road to failure and wasted time and money.
Solution:
Always take the time required to plan your email campaign in depth to help ensure the best chances of success.
Not Defining Your Target Audience
Failing to segment your audience and send customized email messages will reduce the returns on your email marketing effort.
Solution:
During the planning process, segment your audience and create unique messages that apply to each.
Not Personalizing Your Messages
In addition to customizing your message for each audience segment, you need to personalize the content to the individual recipient. Failure to do so usually gets your message deleted unread.
Solution:
Include information to help personalize each email in your planning sessions.

Email marketing can be incredibly effective, but only if you skip these pitfalls.

What does an email marketing strategy template include?

There’s no one-size-fits-all solution for an email marketing strategy template. Each should be customizable to fit your business’s unique needs and budget. However, they can share some commonalities, including the following:

Goals:
What do you want to achieve with your email marketing efforts? Are you trying to boost sales? Increase subscriptions? Enhance brand recognition? Get previous customers to return? All of these are viable options, but you’ll need to set your goals and then build the strategy around them.
Audience Segments:
No business has just a single audience. Every audience can (and should) be broken down into relevant segments to help improve the personalization and customization of your email content. Your email marketing strategy template should allow you to list the segment(s) you’re targeting.
Email Calendar:
Your email strategy should follow a specific calendar that dictates which emails you send and when you send them. Note that you’ll probably want to customize your calendar for each audience segment.
Email Copy:
You’ll want to include the copy that you intend to send to your recipients at each stage, as well. This helps keep your content organized and accessible when it’s needed.
Metrics of Success:
What counts as success in your marketing efforts? How will you track progress? Your email marketing strategy Gantt chart template should include the metrics that you’ll measure to gauge progress and success.

Tom’s Planner offers the flexibility and customization that today’s marketers need to create successful email campaigns.

Four tips on how to make sure you reach your deadlines

1. Plan Who’s Responsible for What

Perhaps the most important aspect of meeting deadlines is accurately planning who is responsible for what in relation to your email campaigns. Who is tasked with audience segmentation? Copy creation? Graphic design? Tom’s Planner lets you assign tasks and track progress.

2. Provide Ample Time

Want to meet your email marketing deadline? Make sure you have ample time for everything involved, from topic ideation to A/B testing.

3. Test But Don’t Get Carried Away

A/B testing is critical to creating effective email campaigns, but it’s easy to go too far down the rabbit hole. Set firm limits on testing. If you cannot fine-tune the campaign within the allotted time, consider resetting the deadline.

4. Create a Sense of Urgency

Finally, make sure your recipients respond promptly by creating a sense of urgency through compelling subject lines and calls-to-action within the body copy.

Gantt charts in Tom's Planner vs in Excel

	Excel	Tom's Planner
Cost	License required	Free version available
Learning curve	Hours	Minutes
Create your first Gantt chart	Hours	Minutes
Making an update in your chart	Several minutes	Seconds (drag & drop)
Sharing charts with others	At some point you will save and email a file titled: version_4_def_usethisversion_reallyfinal.xlsx	Online, one source of truth, always up to date, with no confusion
Look & Feel	Messy	Clean, polished and professional
Dependencies
Filtering
Zoom in/out
Automatic Legend
AI-assist		Let our AI assist do the work for you
Export to image or pdf	Requires workarounds to export	One mouse click

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