Email Campaign Brief Template

Capture the facts a writer needs before drafting a campaign.

How to use it

Copy the brief for one campaign. Fill verified facts, then send it to the person writing and building the email.

Do not ask a provider to guess prices, dates, or claims.

The template

Business: {{business}}
Campaign name: {{campaign_name}}
Prepared by: {{owner}}
Target send date: {{send_date}}

Audience

Who should receive this? {{audience}}
Why are they permitted to receive it? {{permission_basis}}
Who should be excluded? {{exclusions}}

Message

What is happening? {{offer_or_update}}
Why now? {{reason}}
One action to take: {{primary_action}}
Destination link: {{url}}

Facts and checks

  • Verified price: {{price}}
  • Verified dates: {{dates}}
  • Required disclosure: {{disclosure}}
  • Sender name and reply address: {{sender}}
  • Assets and alt text: {{assets}}

Draft review

Check facts, links, audience, sender, unsubscribe tools, and mobile reading order. Client approval: {{approval_name}} on {{approval_date}}.

Use the outsourcing guide to define the handoff and the done-for-you guide to define scope.