Free Email Campaign Planner
This email campaign planner gives every send a clear audience, goal and date before anyone writes a subject line. It also lists your automated flows, so campaigns and automations do not hit the same people on the same day.
What’s inside
- Campaign brief and audience segment fields
- Send schedule across the quarter
- Subject-line and A/B test log
- Results tracking: open, click and revenue
Three steps to value
Make a copy
Open it in Google Sheets or download for Excel.
Fill in the yellow cells
Instructions sit beside every section; the example row shows the standard.
Review monthly
Use the summary tab in your team meeting and act on what it shows.
Download the Email Campaign Planner
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Why use a email campaign planner
The planner has three tabs. The campaign calendar lists each send with segment, goal, offer, subject line options, send date, owner and status. The flows register lists automated sequences such as welcome, abandoned cart, post-purchase and nurture, with their triggers and exclusions. The results tab records delivered, clicks, conversions and revenue or pipeline for each send, so you can see patterns over a quarter.
Plan campaigns around your commercial calendar: launches, sales, seasonal peaks and quiet periods. Check the flows register before each campaign to avoid overlapping sends. Test one element at a time and record what you learn, which is how email programmes improve steadily.
Use it with the email marketing guide if you are setting up automations for the first time.
Questions we often hear
Straight answers to the things clients ask us most. If yours isn’t here, just ask.
What should an email campaign plan include?
How do I avoid sending too many emails to the same people?
Case studies & resources
Real-world results and practical reading to help you plan your next step.
Client stories
How similar work has played out for other businesses.
Helpful resources
Guides, tools and articles our team recommends on this topic.
Want a team to run this for you?
A free 30-minute session with a senior Nians strategist. You leave with a prioritised plan, whether or not you work with us.