The QA Checklist is a best practice for email programs that you can now implement directly into your email process on Action Network to maintain consistent content and deliverability standards. When on, all emails will have a checklist to complete before sending, and you will be able to see which emails have completed QA in the emails tab on this Add, edit, remove, and reorder checklist items as needed.
Tasks to consider including in the QA Checklist:
Email Address
- Is this email coming from the appropriate organizational email address?
- Does the reply-to address go to a monitored inbox?
Email Body
- Are all personalization clips rendering correctly?
- Is the email signed by the email sender?
- Have all facts, statistics, and personal stories been verified for accuracy?
- Does the email contain a clear call to action?
Links
- Do buttons link to the correct landing page?
- Do all links point to the correct page?
- Do all links open in a new tab?
Targeting
- Is the correct targeting set up on the email?
- Is the number of people targeted in the email a number you expected?
- Is the email geographically specific, if so does the targeting reflect that?
Testing
- Have you sent yourself a test of the email?
- Does the email look good on mobile?
- Does the email look good on the desktop?
To turn on QA Checklist, go to the Settings tab in the Group Manage page and click Email Settings. Scroll to the bottom and check the box to enable QA Checklist for Emails.
Items on the checklist can be reorganized as headings and tasks by drag and drop. Click Save Changes once you have added your checklist items.
The QA Checklist you created can be viewed on the Preview & Send step of the email process. When your email is done and you are ready to checklist, click Review QA Checklist to go through all the items on the checklist. The QA Checklist will appear on the right side of the email preview. As you check off items from the checklist, the progress bar of completed tasks will update at the top. You can click Ignore for any checklist items that do not apply to the email. Once you have gone through the checklist, click Save QA Checklist. Saving will send an email to the creator of the email letting them know that someone has reviewed and saved the QA Checklist.
From there you can proceed to send the email. If you try to send the email when the QA Checklist was not completed, a pop up will appear letting you know. The email can still be sent out, the pop up is only a warning.
Any emails that have gone through the QA Checklist will have a green QA’d label next to the Email in the Emails tab. By clicking QA’d & Unsent at the top of the email list you can filter the view to only display any emails that have completed the QA Checklist and are ready to send.
The Quality Assurance Checklist is currently only available through our Boost Beta, click here to join the waitlist and learn more about advanced features with Boost.