Study first
Review the ideas behind the questions
Check the decisions that make a campaign ready before anyone presses send. Focus on recipient selection, sender details, content checks, link review, and basic compliance items.
Complete the send setup deliberately
A regular email send depends on the checklist items that decide who receives it, who appears to send it, what the inbox shows, when it sends, and what the email contains.
- A regular email is sent to many subscribed contacts at once.
- The required checklist covers recipients, sender details, subject and preview text, send time, and content.
- Recipient setup can use all subscribers, a target segment, pasted emails, tags, or segments.
In Practice
Treat the audience choice as a send decision
If a campaign is meant for one group, the recipients step needs to show that group. A tag or segment name in the brief does not limit the send by itself.
Check sender identity before approval
The sender name and email address are part of the checklist because they are what recipients see. New sender addresses may also need verification.
Common mistakes
Assuming the email is ready because the design is done.
Design is only one checklist item. Recipients, sender details, subject and preview text, and send time still need review.
Q&A
Can a tag name in the campaign brief limit the send by itself?
No. The recipients step needs to use the tag or segment when the send should go only to that group.
Is preview text required in the same way as a subject line?
No. Mailchimp lists the subject line with optional preview text, so preview text is useful but not the same required field as the subject.
Preview what recipients will get
Pre-send review should test the email as a recipient will experience it, while respecting the limits of test emails and link-checking tools.
- Preview mode can show desktop and mobile appearance.
- Contact-specific merge tags and dynamic content do not work in ordinary test emails.
- Commercial email needs accurate subject lines, sender information, a postal address, and a clear opt-out path.
In Practice
Use Link Checker for supported links
Link Checker is useful for normal builder links because it can show invalid URL warnings, but it does not cover every link type or coded template.
Plan review sends
Test sends are still sends for account limits, so use them deliberately and ask reviewers for clear feedback.
Common mistakes
Treating a blank first-name merge tag in a test email as proof the live email is broken.
Use live merge tag preview or a small live test segment, because ordinary test emails do not show contact-specific merge tags.
Q&A
Should a pre-send review rely only on a test email?
No. Test emails help with review, but contact-specific merge tags and dynamic content need live merge tag preview or a small live test segment.
Can compliance fixes wait until the next campaign?
No. Commercial email needs the required sender, subject, address, and opt-out elements in the message being sent.
Catch blockers before approval
Final review should catch issues that would make the send misleading, incomplete, or hard to verify after launch.
- The subject line should accurately reflect the email content.
- Link Checker can warn about invalid URLs, but it does not cover every link type.
- Test emails still count toward account sending limits or Pay As You Go credits.
In Practice
Separate tool limits from campaign readiness
A clean Link Checker pass is useful, but coded-template links, anchors, mail-to links, and merge-tag links need separate review because the tool may not cover them.
Check compliance before the live send
Commercial email should not wait until a later campaign to add a valid postal address, accurate sender details, and a clear opt-out path.
Common mistakes
Approving a custom-coded email because Link Checker found no normal builder-link warnings.
Review unsupported link types separately, especially anchor, mail-to, and merge-tag links.
Q&A
Does a clear email design make a misleading subject safe?
No. The subject still needs to accurately reflect the email content.
Are test sends unlimited because they are not live campaigns?
No. Test emails count toward the monthly send limit or use Pay As You Go credits.