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Email marketing and automation

Project template for managing email marketing campaigns, automation workflows, deliverability optimization, list management, and email performance tracking.

The Email marketing and automation template provides marketing teams with a sophisticated project management solution designed to handle the complexity of modern email marketing programs, from simple newsletters to complex, multi-touch automation sequences. This template recognizes that effective email marketing requires careful coordination of audience segmentation, content creation, technical setup, and performance optimization across multiple campaigns and automation workflows.

The template addresses the challenge of managing email marketing at scale, where teams must balance personalization and automation while maintaining compliance with evolving privacy regulations and deliverability requirements. Each work item type, from Email Campaigns to Automation Workflows, includes custom properties that capture the essential elements for successful email marketing, including audience targeting, personalization strategies, performance metrics, and compliance considerations.

The workflow states guide email marketing initiatives through their complete lifecycle, from strategy development and content creation through testing, deployment, and performance analysis. This structured approach ensures that all email communications undergo appropriate quality assurance and stakeholder review while maintaining the agility needed to respond to market opportunities and customer behavior insights.

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