Email Marketing Plan

Free workspace template

Use this template to organize your email marketing plan all in one place:

Key documents

Kick off your email marketing plan by gathering important reference docs in a workspace: details for each campaign, this year’s goals for email marketing, your team’s approval process, and the draft emails themselves.


See what worked and what didn’t by organizing past campaigns in a workspace. Add associated data, research articles, and case studies to tell the rest of the story.


Add spreadsheets from Airtable and Google Slides, or dashboards from email services like Mailchimp, Sendgrid, and more.

With this email marketing plan, you get:

  • A reference to use as you plan, send, and analyze your email marketing campaigns.
  • A dedicated workspace to organize your email marketing ideas and resources.
  • The option to share with team members.

Use with your favorite cloud apps:

Email Marketing
Key Docs
Marketing Campaigns
SendGrid Automation Campaign
Customer Reactivation Emails
Asana Project
Annual Email Marketing Vision
Google Presentation
Email Drafts
Google Drive Folder
Email Campaign Ideas
Evernote Note
How to Write Subject Lines That Increase Open Rates | Hubspot
Company Email Approval Process
Lucidchart Diagram
Statistics Overview
Quarterly Email Performance
Airtable Base
Login - Litmus Email Analytics
Email Subject Line Tester | CoSchedule