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How to Conduct a Robust Email Marketing Audit

Beefree team
Beefree team
Nov 27, 2024
How to Conduct a Robust Email Marketing Audit
How to Conduct a Robust Email Marketing Audit

Email remains one of the most effective marketing channels around, but what do you do when your campaigns aren’t getting the desired results? If your click-through rates and conversions are languishing way below your targets, it may be time for an email marketing audit. 

Regular audits make sure every area of your email marketing is fine-tuned, whilst also keeping you compliant with data protection regulations. Keep reading for our tips on conducting a comprehensive audit that will get your email marketing in top-notch condition.

How to audit an email marketing program

There are many aspects that go into creating high-performing email marketing campaigns and an audit aims to address all of them. Here’s how to make yours as successful as possible. 

Preparing for the audit 

Before doing anything else, it’s best to decide what your goals are. Your priorities will likely be primarily performance-based but don’t forget about your data privacy responsibilities along the way. Adopting a risk management solution early on can help you monitor security and compliance, so you can efficiently find and address any vulnerabilities. 

This will give you peace of mind as you also work towards improving the results of your email campaigns. Whether it’s boosting engagement or improving conversion rates, having a clear idea of what you want to achieve will guide your efforts. 

For example, if your main goal is to improve customer retention, it’s a good idea to focus your email audit on metrics that reflect engagement over time. Another thing you want to organize before you get started is the right tools. Just as you need the right free proxy list for your IT department, you need to look at the tools that will best serve your email campaigns.

Start with your email service provider (ESP) dashboard to plan which metrics you want to look at. An email analytics platform is also an important tool to help you track your progress, ideally one that integrates with your SP, so you have everything in one place to assess progress and make informed decisions. 

Reviewing email content 

Take a good look at your email content. Does it reflect your brand voice? Is it consistent with your messaging across other platforms? If you think there is room for improvement, an AI email assistant can be a big help. 

Start with your subject lines and consider whether they are clear, inviting, and engaging. A subject line works best when it makes the recipient curious but also gives them a clue to what’s in the email. Look at the body of the emails next and assess whether there is continuity in style and tone across your communications. 

What’s more, is it in line with the goals of your campaign? You want the messaging to be engaging with relevant content. Plus, it’s advisable for every email to have a strong call to action (CTA) that will drive your email clicks, and make them enticing and actionable for the best results. 

Finally, take stock of the visual elements of your emails, are they adding value? Do they look good on all kinds of screen sizes? Getting the email design elements right will maintain a professional look and also help the engagement rates of your campaigns. 

Analyzing email metrics

Another important part of an email marketing audit is tracking the right metrics. They will give you the information you need to make changes and create a more effective email marketing strategy

  • Open rates: It’s good to get a clear idea of how many people are actually opening your emails. However, bear in mind that some privacy features, such as Apple’s Mail privacy Protection, can skew this data so it’s not always reliable on its own.
  • Click-Through Rates (CTR): If your recipients actually open your emails, how many then take action? Your CTR will show you how good your email engagement is and tell you how well your content is working.
  • Bounce rates and unsubscribe rates: A high bounce rate indicates deliverability problems, suggesting you may have a lot of invalid email addresses or potential email list management issues. Unsubscribe rates, on the other hand, will tell you whether your recipients are switching off from your content.  

A/B testing as an optimization tool

To really understand email performance metrics, A/B testing is required. It’s a valuable tool for achieving continuous improvement within lifecycle email marketing and will help you to understand what’s working (and what isn't) much quicker. 

For the best results, test one element at a time. That could be the subject line, the CTA, or even the time of day you send the email. Send two different versions to small segments of your email list and analyze the performance metrics to see which one does better. Going forward, you can keep the best elements of each test to optimize every email you send. 

Email list hygiene and segmentation 

Regular housekeeping of your subscriber list will keep it clean and make sure your emails are received by an engaged audience. A good starting point is to try re-engagement email campaigns to get inactive subscribers involved again. Still, it’s also wise to routinely identify and remove those who remain inactive after a reasonable attempt at re-engagement. 

You can also improve the effectiveness of your email marketing campaigns through segmentation, which targets specific demographics or behaviors for a more personal approach. Use data from your CRM platform and CRM call center software to create more precise audience segments and tailor the content of your emails for the biggest impact.

It’s also vital to maintain compliance with regional data protection laws such as GDPR email marketing requirements by carefully managing consent and acting on unsubscribes efficiently, thereby safeguarding your brand reputation and the security of your data. 

Email deliverability and technical settings

Technical configurations are responsible for getting your emails into recipients’ inboxes. Email authentication protocols such as SPF, DKIM, and DMARC verify them and prevent them from ending up in a spam folder. 

Keep reviewing email frequency and send times too, as sending them at the wrong time can harm engagement and present issues with deliverability. Additionally, keep up to date with email practices to avoid spam traps and protect your reputation. 

If you’re handling sensitive customer data, getting your infrastructure in line with SOC 2 audit requirements will make sure that your email system is in full compliance with security and privacy standards. You can then be confident that your customer's data will be kept safe and their trust maintained.

Building a future-ready strategy 

A successful email marketing audit will give you the knowledge to develop a strategy to scale and continuously improve in the future. You might identify opportunities to automate repetitive tasks to improve the consistency of service and save time. 

Another way to improve your campaigns is a content calendar, which will keep you on track with your goals and important events. You might also consider integrating your email with other channels, such as SMS marketing, to create continuity in omnichannel communication

Remember, if you do incorporate SMS marketing, TCPA compliance is essential. It regulates how and when you can send marketing messages to customers. This is important from a legal standpoint, but will also make sure you don’t damage the trust your customers have shown in you by sharing their contact details. 

Your first steps towards a better email strategy 

An email audit is a health check of every aspect of your email marketing campaigns. It means taking the time to analyze what you’re doing currently so you can work out where you’re most in need of improvement. The result is a detailed picture that allows you to take action and optimize your email marketing efforts for better engagement, clicks, and conversion rates.

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If you’re using Salesforce Account Engagement (formerly Pardot), you’ve likely hit a wall with its native email editor. Whether you’re a nonprofit, a growing SaaS company, or an enterprise with multiple brands, the common complaint is the same:

"Pardot is just way too restrictive for our needs."

"The collaboration part just isn’t happening smoothly. It is too hard to involve writers and designers effectively."

 "It isn’t like we were doing anything overly creative—it just doesn’t give us the flexibility we needed."

Let’s face it: as powerful as Pardot is on the automation side, its design capabilities often fall short. And Salesforce doesn’t seem in a rush to improve them. If you’ve been trying to get more from your marketing emails—faster, better, more on-brand—it’s time to consider a better way.

Beefree isn’t a replacement. It’s the perfect addition to your workflow

The good news is that you don’t have to abandon Pardot. It is excellent at what it’s built for—automation, CRM integration, lead scoring, and financial compliance. 

But when it comes to design and collaboration, the limitations start to pile up. Whether it’s because of its clunky editor, lack of customization, or the time spent fixing buttons and web fonts (insert eye roll). 

Pairing Beefree with Pardot doesn’t just improve how your emails look, it transforms how your team works. This pair is especially perfect for: 

  • Healthcare & Financial Services: where compliance and approvals are non-negotiable.
  • SaaS, Consumer Brands, and Professional Services: where keeping brand consistency across touchpoints is critical.
  • Higher Ed, Manufacturing, Real Estate: where teams juggle multiple departments, audiences, and localizations.
  • Nonprofits: where lean teams need to move fast 

Teams from all walks of life all come to Beefree looking for the same thing: a fast and flexible email design solution that seamlessly integrates with their tech stack (without slowing their team down).

(source)

From chaos to control: Why teams choose Beefree

Now that you know what Beefree is, it’s time to talk about how it can help. 

When email production feels scattered (we’re talking files everywhere, last-minute edits, branding inconsistencies), it’s not just frustrating, it’s risky. It opens the door to real mistakes: off-brand messaging, broken layouts, missed approvals, or worse, emails that get flagged for non-compliance.   

1. Keeps your team organized with Workspaces

Instead of one cluttered space where everyone shares the same templates and folders, Workspaces allows you to manage email assets across brands, departments, and regions in unique environments. 

  • Create separation without silos: Marketing ops can manage everything in one platform, while individual teams work independently within their own workspace. It’s the best of both worlds.
  • Prevent cross-team mixups: With workspace-specific templates and permissions, there’s no risk of someone accidentally launching a healthcare email from the real estate workspace.

2. Allows you to move faster without sacrificing brand integrity

Beefree empowers teams to scale production while keeping every email perfectly on-brand.

  • Style Kits: Automatically apply your brand’s fonts, colors, and design settings to every email in a workspace
  • Saved Rows: Save your most-used content blocks (like hero sections, testimonials, or product features) and reuse them across campaigns.
  • Synced Rows: Make a global update, like changing your holiday promo footer or legal disclaimer, and Beefree automatically applies it to every email using that row. 

3. Helps you catch mistakes before they go live

Beefree helps your team build error-resistant emails with features designed to catch issues before they go live. 

  • Smart check: Beefree’s Smart Check automatically checks your designs and alerts you of any red flags, such as missing links, heavy images, and large HTML files, so you can fix them before they cost you. 
  • Built-in approval flows: Ensure the right eyes are on every email. No more chasing approvals in Slack or email threads.

Learn more about sending error-free emails with Beefree: https://beefree.io/blog/error-free-emails-beefree

4. One click export from Beefree to Pardot

With Beefree’s native Pardot integration, your team can export emails with confidence. What you see in Beefree is exactly what your audience gets in Pardot. No weird spacing. No layout issues. No surprises.

Real results: How USC Marshall scaled campaign production with Beefree

In 2020, Dwayne Rice, Senior Associate Director of CRM Management at USC Marshall, was juggling comms for 11 graduate programs. Each had its own drip campaigns, deadlines, and unique audiences.

“I needed an efficient process to crank out emails,” he said.“But Pardot’s editor was slowing us down.”

By switching to Beefree, Dwayne’s team was able to build reusable templates and modular elements—cutting production time and removing the need for third-party vendors.

“Beefree has enabled us to create content efficiently enough to bring multiple processes in-house and discontinue relationships with several vendors, saving time and money.”— Dwayne Rice, USC Marshall

Read the full case study

Stop letting Pardot’s email builder hold you back

From higher ed to healthcare, SaaS to nonprofits—teams across industries are making the switch to Beefree not to replace Pardot, but to complete it. With Beefree you can:

  • Design polished, responsive emails in minutes
  • Collaborate seamlessly with writers, designers, and stakeholders
  • Export to Pardot with full confidence

Start building better emails for Pardot today — Try Beefree for free

Or if you're a non-profit, apply for a $1,000 annual credit!

(source)

Frequently asked questions about using Beefree with Pardot

1. How does Beefree integrate with Pardot?

Beefree serves as an external email design tool that integrates seamlessly with Pardot. Users can design emails in Beefree and export them directly to Pardot as new templates or update existing ones. This integration streamlines the email creation process by allowing for more flexible and visually appealing designs than Pardot's native editor.

2. Does Beefree provide analytics for email performance?

Beefree focuses primarily on email design and does not offer built-in analytics. However, once emails are exported to Pardot, users can leverage Pardot's robust analytics and reporting tools to track performance metrics such as open rates, click-through rates, and conversion rates.

3. How does Beefree enhance email design capabilities for Pardot users?

Beefree offers a no-code, drag-and-drop email builder that allows users to create visually appealing emails without HTML knowledge. It integrates seamlessly with Pardot, enabling users to export their designs directly into the platform, thereby overcoming Pardot's design limitations .​

4. What collaboration features does Beefree offer compared to Pardot?

Beefree offers robust collaboration features that surpass those in Pardot, including:

  • real-time design-specific comments
  • role-based permissions
  • approval workflows

all available directly within the email design environment. These tools make it easier for teams to co-create and review content without switching platforms. In contrast, Pardot’s collaboration tools are more limited and typically rely on Salesforce’s broader ecosystem for team coordination.

5. Does Beefree support features like AI copywriting or mobile optimization?

​Yes, Beefree supports both AI-driven copywriting and mobile optimization features. Its AI Writing Assistant enables users to:

  • generate email and landing page content or revise existing copy
  • create alt text for images
  • translate content to different languages

Additionally, Beefree's Mobile Design Mode allows for editing of mobile-specific styles, such as:

  • text alignment
  • padding
  • font size
  • and more

to ensure responsive and user-friendly designs across devices.

6. Can Beefree help maintain brand consistency better than Pardot?

Yes, Beefree helps maintain brand consistency more effectively than Pardot through its Brand Style Guidelines feature, which lets teams lock in brand colors, fonts, and content blocks across all email designs.

Users can also create reusable templates and design systems that ensure uniformity, even across multiple teams or clients. While Pardot offers some branding controls, it lacks the same level of built-in visual governance and flexibility found in Beefree’s design-focused environment.

Send Error-Free Emails with Confidence Using Beefree

Learn about the Beefree features that can help you and your team catch mistakes, streamline collaboration, and send with confidence every time.
Beefree team
Beefree team
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We’ve all been there: You craft the perfect email, hit “send”, and just as you settle into the satisfaction of a job well done, someone slacks you: “Hey, something doesn’t look right with that campaign.” 

If this sounds familiar, you should know that you’re not alone: According to the 2025 Really Good Email Survey “90% of email marketers say they have a history of noticing mistakes in their emails after they’ve hit the send button.

This becomes especially common when your team constantly juggles multiple campaigns or makes edits until the last minute. Sadly, even the smallest mistakes don’t just slip through the cracks; they cost you.

Luckily for us all, mistakes can be avoided. And no, not by lighting a Pre-Send Protection Candles™ and hoping for the best. But rather by equipping your team with the right tools that work with your team – not slow them down. Let’s talk about it!

Building your team’s safety net for mistake-free emails with Beefree 

When everyone involved in the email creation process is aligned and supported by smart systems, executing mistake-free emails becomes second nature. Instead of scrambling to do damage control, you’ll want to set up the tools and processes that help your team focus on what they do best: creating emails that connect, convert, and confidently represent the brand.

In this article, we’ll discuss how you can use Beefree to: 

  • Reduce human errors 
  • Implement systems of checks and balances 
  • Establish guardrails & frameworks for on-brand email design

1. Catch mistakes before they happen with Smart Check

Missing links that lead nowhere? Forgotten subject lines? HTML emails that get clipped in Gmail? It’s easy to make little mistakes that derail your campaign’s performance. 

Learn more about Smart Check → 

Beefree’s Smart Check automatically checks your designs and alerts you of any red flags so you can fix them before they cost you opens, clicks, or conversions. Think of Smart Check as your built-in QA partner who will catch:

  • Missing links
  • Heavy images that could slow down email load times
  • Missing subjects & preheaders that impact engagement
  • Missing alt text on images that hurt your email’s accessibility
  • Large HTML files that might affect deliverability (or get clipped in Gmail)

2. Keep every email on-brand with built-in guardrails 

Most of us don’t nail the perfect campaign on the first try. Great emails are a team effort. However, when multiple teams are involved in the email creation process, branding can quickly go off the rails. 

A misused font, clashing colors, or buttons that are too small to click don’t just make emails look disjointed—they can damage your brand’s credibility.

With Beefree’s Advanced Style Kit, you can set clear, predefined guidelines for fonts, colors, spacing, and more—so every design starts on the right foot. Once configured, all new emails automatically inherit your brand styles, reducing the need for constant oversight and minimizing errors.

Advanced user permissions let you lock down specific design elements, giving you full control over what can (and can’t) be edited. That means anyone on your team—regardless of design expertise—can confidently create emails that look and feel like your brand.

3. Empower your team to create with confidence with reusable content

When your team isn’t bogged down by the cumbersome process of creating content from scratch (or fear of going off-brand), they can move faster—and with far more confidence.

With Saved and Synced Rows, you can provide your team with pre-approved content blocks—like headers, footers, and other commonly used design elements—that they can use in their designs without creating them from scratch. That ensures design consistency, eliminates redundant work, and makes email creation a lot faster.

Learn more about Saved Rows → 

4. Ensure your team is aligned with centralized reviews and approvals:

Creating the perfect email often takes a team of designers, copywriters, marketers, and other team members working together. But when multiple people are involved, endless back-and-forth and feedback scattered across multiple conversations and channels can slow things down, lead to miscommunication, and ultimately cause mistakes. 

With Beefree’s built-in commenting, your team can collaborate and share feedback where the work is actually happening—right inside the builder. And if you’d like to involve external reviewers into the review process, you can do that as well. 

Learn more about commenting → 

Plus, with Beefree’s built-in Approval flow, you can ensure your designs are reviewed and approved by the right stakeholders. Stay aligned with real-time notifications on design changes, lock edits on approved content, and get a clear view of project status for smoother team collaboration and high-quality results.

Learn more about Approvals →

5. Need an additional pair of eyes? Use the power of AI to support your team

Take some weight off your team's shoulders and use AI to support them in the final stretch. Whether it’s catching typos, flagging inconsistencies, or suggesting optimization, AI can be a saving grace when deadlines are creeping in.

For those times when you can’t remember the difference between “there, their, and they’re,  Beefree’s  AI Writing Assistant is there to help. This eager-to-learn helper can  review your copy for grammatical errors, tone of voice, and even share suggestions for making it just a bit more compelling. Our AI Writing Assistant can also seamlessly translate content or automatically generate ALT text for images to enhance the accessibility of your emails. 

Learn more about AI-powered content creation in Beefree →

The tangible cost of email mistakes

Mistakes don’t just impact performance; they slowly erode credibility. What starts as a small oversight can be a massive inconvenience for your readers, sending them straight to the unsubscribe button. As for your team, mistakes chip away at their confidence. Instead of brainstorming for the next campaign, they’re scrambling trying to figure out how to do damage control.   

When done right, email is a powerful tool for connecting with your audience. But a single mistake can unravel that connection and undermine trust.

  • A missing or broken links can interrupt your subscribers’ journey to conversion, negatively impacting campaign performance.
  • A missing subject lines means your emails won't stand out in the inbox, hurting your open rate
  • An awkward typo might signal a lack of attention to detail
  • An off-brand design can make your brand look disorganized
  • An email that gets clipped in Gmail because it’s too big means some subscribers might never see the full email content.

Design error-free emails and send with confidence with Beefree 

Beefree helps teams of all sizes create polished, on-brand emails—without the risk of costly errors. With built-in safeguards, streamlined approval flows, and collaboration tools that keep everyone aligned, Beefree acts as your team’s system of checks and balances. From first draft to final sign-off, you’ll have everything you need to send with confidence, build trust, and get results.

Try Beefree's Business for free for 15 days and get access to all of Beefree’s tools that help you catch mistakes, streamline collaboration, and send with confidence every time. Or schedule a call with one of our experts to discover everything Beefree can support your team.

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