What does your planning process look like
I've been designing emails for DTC brands for about 15 years (my own brand mostly, and a few others). I’ve use MailChimp and Klaviyo. one thing that's always bugged me is the planning process based on what’s been sent and how it performed.
My workflow has been: plan sends in a self-made google sheet made to look like a calendar (I personally prefer a calendar view over a list, it helps me see the month more clearly and see what days of t the week I’m sending on)
And then to see past sends, I’ve been using milled.com - this to me is way easier than clicking in and out of campaigns in klaviyo, plus I like the grid like layout.
And then I use klaviyo to see metrics at a glance to see which emails performed best (layout, subject etc)
I'm curious how everyone else handles this process.
Questions for the room:
- What's your monthly planning process like? And what tools do you like? Spreadsheet, Notion, Asana? Trello? Literal wall calendar with sticky notes? Some Klaviyo workflow I'm missing?
- How do you like to view / monitor past performance?
I'm asking because I'm tinkering with some ideas around this and I want to make sure I'm solving a real problem and not one that’s unique to me. I just feel like email marketing is visual and the planning process should be visual as well. Agree or am I alone here?