EMAIL MARKETING CAMPAIGN WORKSHEET
Space Office | Version: 2026-10-16
Companion guide: https://www.spaceoffice.ai/blog/email-marketing

Use one copy per campaign. Keep personal subscriber records in the authorized
email or customer system; this worksheet needs rules and counts, not addresses.
The completed example is fictional and contains no measured customer results.

1. CAMPAIGN PURPOSE
Campaign name:
Human owner:
Review date and timezone:
Reader's need:
Verified offer or useful lesson:
Primary action:
Primary outcome and reporting window:
Approved source of offer facts:
Facts still missing:

2. AUDIENCE AND EXCLUSIONS
Subscription purpose the audience chose:
Evidence/confirmation source (record location, not personal data):
Inclusion rule written in plain language:
Platform fields and AND/OR conditions:
Always-excluded statuses:
Already-completed-action exclusion:
Other campaigns/frequency conflicts:
Rule for empty or missing fields:
When preferences and completed actions refresh membership:
Included and excluded samples checked by:
Final eligible count and check time:

3. MESSAGE PLAN
Message 1 purpose / timing / stop condition:
Message 2 purpose / timing / stop condition:
Message 3 purpose / timing / stop condition:
Subject line:
Preview text:
Recognizable sender and monitored reply address:
First sentence explaining relevance:
Supported promise and material details:
Primary call to action:
Destination URL and matching offer:
Personalization fallback:
Meaningful image alternatives:
Required subscription/preference controls:

4. TRACKING PLAN
Use actual URL parameter names, including the utm_ prefix.
utm_source:
utm_medium:
utm_campaign:
utm_content for each message:
No personal information in parameter values verified by:
Test visit checked in reporting by:
Campaign attribution rule:
Source of truth for completed actions:
How duplicate actions and cancellations are handled:
Reporting window and timezone:
Privacy and bot-filter settings:

5. REVIEW AND SEND DECISION
Approved copy version:
Approved segment version:
Approved destination version:
[ ] Offer details and genuine cutoff verified
[ ] Subscription eligibility and exclusions checked
[ ] Recent registrations removed from promotional reminders
[ ] Sending-path preflight reviewed; unresolved holds recorded
[ ] Actual test message received and read on phone and desktop
[ ] Essential information available as text
[ ] Links, footer controls, and personalization fallbacks checked
[ ] Tracking parameters and test action verified
[ ] Sequence can be paused if the offer closes or records are delayed

Open questions or hold reasons:
Decision (hold / approve specific send):
Approver and timestamp:
Approved send time and timezone:
Person responsible for pausing later messages:
Changes after approval requiring another review:

6. RESULT AND NEXT DECISION
Send/campaign identifier:
Delivered count (platform definition):
Unique filtered clickers:
Click-rate numerator / denominator / result:
Tracked landing sessions:
Verified campaign-attributed actions:
Deduplication and cancellation adjustments:
Action-rate numerator / denominator / result:
Unsubscribes, complaints, and delivery problems:
Useful subscriber questions or replies:
Missing data, tracking limits, or changed filter settings:
Comparable earlier campaign and material differences:
One supported lesson:
One next change and its owner:
Next review date:

COMPLETED MINI EXAMPLE — FICTIONAL
Purpose: Help beginner pottery subscribers decide whether a local Saturday
workshop fits; measure valid registrations.
Audience: Confirmed workshop subscription AND beginner-pottery interest.
Exclusions: Suppressed, unsubscribed, already registered, frequency conflicts.
Refresh: Before each send, using current preference and booking records.
Promise: Explain the project, materials, location, duration, and verified price.
Messages: Invitation at 10 days; practical questions at 5 days; genuine cutoff
reminder at 1 day. These timings are illustrative, not a universal cadence.
Stop: Registration closes, capacity fills, consent becomes unclear, or the
registration/suppression sync cannot be verified.
CTA: See workshop details.
Tracking: utm_source=studio_newsletter; utm_medium=email;
utm_campaign=beginner_workshop; utm_content=invitation.
Review: Nitrogen prepares copy; Phosphorus checks segmentation and send-path
evidence; Hydrogen coordinates and reviews; the human owner approves sending.
Illustrative counts: 480 delivered, 36 unique filtered clickers, 31 tracked
landing sessions, 8 verified campaign-attributed registrations.
Defined click rate: 36 / 480 = 7.5%.
Defined attributed action rate per delivered message: 8 / 480 = about 1.7%.
Limit: These are different units and not a perfectly matched funnel. Recipient-server
acceptance reported by the platform is not proof of inbox placement. Privacy features affect opens,
bots may affect clicks, and attribution is not proof of causation.
Example next lesson: If replies reveal uncertainty about collecting the fired
piece, verify the policy and clarify it in both the email and workshop page.