IR Email Checklist Template

  • Copy this template, rename it and update description to reflect specific email details

  • Design - Copy IR - Template message in Ontraport.

  • Design - Replace content with finalized content approved by Jeannie Swindle

  • Design - Make Sure link color is on

  • Design - In Settings - Copy text from HTML to update text email.

  • Design - In Settings - Update subject line

  • Send test emails to - sstrong@viveve.com, stephanie.s.strong@gmail.com, jswindle@viveve.com, abigail.granner@gmail.com, and jeannie@jasandassociates.com

  • ----------------------------Design Phase Complete ------------------ Send Checklist share for testing

  • ------------------Jeanie\'s Checklist--------------------------------

  • Verify Subject line is correct

  • Verify content of the email is correct

  • Verify the displays as it should (No weird color blocks, etc.)

  • Verify link colors are on brand (not orange or generic blue)

  • Email is correct and ready for send

  • -------------------Abigail\'s Checklist---------------------------------

  • Verify Subject line is correct 

  • Verify content of the email is correct

  • Verify the displays as it should (No weird color blocks, etc.)

  • Verify link colors are on brand (not orange or generic blue)

  • Email is correct and ready for send

  • -------------------Steph\'s Checklist-------------------------------------

  • Verify Subject line is correct 

  • Verify content of the email is correct

  • Verify the displays as it should (No weird color blocks, etc.)

  • Verify link colors are on brand (not orange or generic blue)

  • Email is correct and ready for send

  • Schedule to send in Ontraport to Investor Relations List

  • Schedule to send in Ontraport to Viveve Contacts List

  • Schedule to send in Ontraport to Viveve Board List

This checklist was created by sstrong

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