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HOME • MANAGE SUBSCRIPTIONS • MEDIA KIT
Email Production: Keeping the Wheels On Your Program
by Aaron Smith, Thursday, April 10, 2008, 2:00 AM

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Most anyone who's driven an email program would agree: it's a volatile, high-speed, NASCAR-style ride. As you zoom along the racetrack -- avoiding the potholes of ever-changing business goals, competing stakeholders, deliverability issues and rendering errors -- keeping the wheels on requires precision, a tough hide, plain old elbow grease and dumb luck.

In NASCAR racing, the folks in the pit crew determine the race winner just as much as the driver does. Each person has a specific set of responsibilities; it's the group effort that keeps the racecar running at the peak of efficiency. If anyone in the pit is off their game, odds are the team won't win the race - or even worse - the car could crash.
Just as effective pit strategy is essential to a successful NASCAR racing team, effective production strategy is essential to a successful email team. Let's take a look at three ways you can create production efficiencies and inspire the kind of teamwork essential to keeping the wheels on your program.


(1) Schedule pit stops. Following a detailed production schedule is the only way to stay on-track. The creation of each and every email message must follow a specific timetable from start to finish, with regular milestones along the way. While every organization has its own way of doing things, a simple 4-week schedule might look like this:
Creative Brief - 4/1
Creative Proof I - 4/8
Creative Proof II - 4/15
Creative Approval - 4/18
Files Coded and Tested - 4/24
Files Staged for Launch - 4/28
Creative Test Sent to Test List - 4/30
Message Sent to Entire List - 5/1
 
Planning milestones around days of the week - for instance, distributing Creative Proof II on Tuesdays - is a great way to secure your process, making it easy for stakeholders to know what to expect, when. And remember: a good, workable schedule doesn't need to be complex. In fact, the easier it is to update, the better; otherwise no one will ever use it ;)! It can live in a simple Excel spreadsheet.

(2) Create pre-race checklists. A good creative brief is the ideal vehicle for communicating a business teams' goals to a creative team. As with schedules, briefs needn't be complicated; a simple Excel spreadsheet or Word document will suffice. An effective creative brief should include the following:
(A)    A high-level summary of message topics, objectives, milestone schedules, stakeholder approvals, audience demographics and size.
(B)    Specific direction including - for instance, in the case of a retailer - primary and secondary message requirements, featured products, copy and subject line recommendations, proposed creative templates, relevant previous campaigns, and creative version and testing requests.

(3) Planning to win. In addition to creating production efficiencies, instituting a set library of creative templates puts marketing, business and creative teams on the same track from the get-go, cutting down on swirl and churn from message-to-message.

When establishing your template library, enroll all team members involved in your regular production process, from business and marketing through to creative.  That way you won't be in for any surprise pit crew protests once you start leveraging the template structures for real emails. The initial involvement of the whole group establishes a common language all team members can speak going forward.

A good template library should accommodate 95% of your messaging needs. If a message doesn't fit into one of your templates, you might want to go back to the drawing board. It may be that your message doesn't make sense, or that you're attempting to achieve too many things within one communication. Come production time, let your cool scheduling, brief and template planning keep you on-course in the heat of the craziest race.

Enjoy the ride!

 

4 comments on "Email Production: Keeping the Wheels On Your Program"

  1. Hannah Paramore from Paramore|Redd Online Marketing
    commented on: May 13, 2008 at 4:33 PM
    I agree with you Dylan. About 30% of my company's business is in email marketing. We do annual and quarterly plans for our clients so we know the launch dates pretty well in advance but we turn around every email from start to finish in 1 week. We have it down to a science, and this includes full testing across all email clients. If we had a 4-week turn around we'd go out of business. PLUS, I think that this is the competitive advantage of interactive marketing - nimble and responsive.

  2. Dylan Murphy from Football Fanatics Inc
    commented on: April 10, 2008 at 1:03 PM
    We tend to accomplish all of the above mentioned coordination within a much shorter span of time. There are times when merchandising or IT issues become restraints, but there are usually solutions that allow us to still reach campaign goals without sacrificing content or relevancy. I do agree however that if your returns are diminishing then it is probably time to a take a step back and reevaluate your email marketing processes.

  3. Aaron Smith from Smith-Harmon
    commented on: April 10, 2008 at 11:52 AM
    Good question Dylan. It does happen in the real world, though sadly not as often as I would like to see. In my experience 3-4 weeks is the optimum time frame for the life cycle leading up to launch; any longer than that and business tends to change their minds and create twice as much work with the additional time they've been given; any less than 3 weeks and the stress factor and odds of sending with mistakes in the message begin to increase exponentially as you get closer to launch date.

    The size of an organization and number of groups involved in the email program is also a major factor in the optimum life cycle. In smaller organizations, or companies where the email marketing team doesn't need to coordinate separately with merchandisers, marketers and IT (or where all those functions are being done within the same group), you can usually get by just fine on a 2 week cycle.

    In this industry, the occasional rush job is inevitable, and if you have good processes in place it won't cause too much undue stress. But if rushing the message out the door becomes standard operating procedure, that's when we tend to see diminishing returns in email programs.

  4. Dylan Murphy from Football Fanatics Inc
    commented on: April 10, 2008 at 10:40 AM
    4 weeks in production? Does this really happen in the real world?

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Do you have strong opinions and inside knowledge about the topic of this article -- and do you want to share your insights, observations and points of view regularly with the readers of MediaPost? To be considered as a MediaPost contributing writer, please send pertinent info about your credentials, plus several column ideas and one example of your writing on the topic, to pfine@mediapost.com. Please see our editorial guidelines here first.

AARON SMITH
  • Aaron Smith is a founder and principal at Smith-Harmon, a design agency dedicated exclusively to email creative excellence. Email Aaron at asmith@smith-harmon.com>


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