CAMPAIGNS
Nine things to check before you send a campaign
A sent email cannot be recalled. This is the list we run through in the ten minutes before we press the button, with the reason behind each check.
Mailnaptic team
Published 1 October 2026
7 min read
Pre-send checklist
Before you send
Sender name and address
01
Subject and preheader
02
Phone preview, images off
03
Links and UTM tags
04
Personalization fallbacks
05
Unsubscribe and address
06
Segment and exclusions
07
Send time
08
Final rehearsal
09
Most campaign mistakes are not dramatic. Nobody sends the wrong file to the whole list. What happens is smaller and more embarrassing: a subject line that still starts with [TEST], a button that points at last month's landing page, a greeting that reads "Hi ," because a contact has no first name on file.
Sent email stays sent. So the cheapest moment to catch a problem is just before the send, and it only works if you check the same things in the same order every time. Below are the nine we use. Each has a reason, a common way it goes wrong, and the place in the campaign builder where you can do it.
A quick map of the builder: you build the email and pick recipients in the first step, optionally set up a subject line test in A/B Test, and finish in Review + Send. Checks 1 to 6 live mostly in the first step, 7 and 8 are about recipients and timing, and 9 happens at the end.
01
Sender name and from address
The sender name is the first thing a person reads, and they decide in a moment whether it is someone they know. Use the name they recognise from your last email: your brand, or a person they have dealt with. Changing it from one campaign to the next is a reliable way to look unfamiliar.
The usual failure is the address, not the name. A from address on a domain that is not set up for sending will fail authentication or be refused outright, and a mailbox nobody reads means real replies disappear.
Where in Mailnaptic
Set From name and the sender address in the first step of the builder. Only fully verified sending domains can be used, and the Review + Send step will not let you continue if the From name is empty.
Where the checks sit in a single email
Fieldnote
A
Your spring order cutoff is Friday
B
Orders placed by 5 pm Friday ship before the long weekend.
C
Spring orders close Friday
Place your order
D
Unsubscribe | 12 Example Street, Copenhagen
E
A
Sender name and address
Check 1. Recognisable, on a verified domain.
B
Subject
Check 2. Says what the email is, short enough for a phone.
C
Preheader
Check 2. Finishes the thought the subject started.
D
Button and links
Checks 4 and 5. Click every one in a test send.
E
Footer
Check 6. Unsubscribe link and a real mailing address.
A made-up example email, drawn as a wireframe. The address in the footer is a placeholder.
02
Subject and preheader, read as a pair
The inbox shows them side by side, so write them as one sentence split in two. The subject says what the email is. The preheader adds the detail the subject had no room for.
If you leave the preheader empty, the inbox fills the space with the first text it finds in the body, which is often "View this email in your browser" or a row of navigation links. That is a wasted line in the one place everyone looks.
Mailnaptic's own guidance in the builder is to keep subjects under 50 characters and preheaders under 100, and to avoid ALL CAPS and spam-trigger words. Treat the numbers as a guide, not a rule: a phone cuts text off earlier than a desktop client, so put the important words first.
Where in Mailnaptic
Subject and Preheader sit next to the From name in the first step. On Growth and above you can test two subject lines in the A/B Test step, and Variation B gets its own preheader.
A gotcha with subject line tests
A test only teaches you something if the two versions differ by one idea. If you rewrite everything, you will learn which email won but not why, and you cannot reuse the result.
Before
Newsletter Co
Newsletter #42 - SPRING SALE!!! Don't miss out
View this email in your browser
After
Newsletter Co
Your spring order cutoff is Friday
Orders placed by 5 pm Friday ship before the long weekend.
Invented example. The left pair spends the preheader on boilerplate and the subject on a number and capital letters. The right pair reads as one message.
03
Preview on a phone, and with images off
A good share of your list will read the email on a phone, and many mail clients hold images back until the reader allows them. If your whole message is a picture of text, some people will see a grey box.
Look at the mobile layout, then ask what the email says if no image loads. The headline, the offer and the button should all exist as real text, and images should carry alt text that still makes sense.
Where in Mailnaptic
Switch between Desktop and Mobile in the builder canvas, and use the rendered preview on Review + Send. Preview as contact shows the email as one specific person would get it. Use Send test to put it in your own inbox, ideally in more than one mail app, because no preview covers every client.
04
Links and UTM tags
Click every link in the test email you just sent, not in the editor. Broken or stale links are the most common error we see, and they are easy to miss because the button looks fine. Check that the destination is the live page, that it works on a phone, and that nothing lands on a login screen.
UTM tags are the other half. They are what lets your analytics tell a campaign visit from any other visit, and they only work if you apply them consistently. Mailnaptic can append utm_source, utm_medium, utm_campaign and utm_content to every link automatically.
Where in Mailnaptic
Turn on UTM tracking in the builder settings and read the preview of the values it will add. Names with spaces and punctuation make messy reports, so name the campaign the way you want to see it later.
If your links already carry UTM tags
Decide which set wins before you send. Two sets on one link, or a hand-typed tag that disagrees with the automatic one, will split one campaign across several rows in your reports.
05
Personalization fallbacks
Every merge tag is a promise that the data exists. When it does not, the reader sees an empty gap: "Hi ," or "Your order of is ready". It looks careless, and it is the failure that testing on your own contact record never reveals, because your record is complete.
The fix is a fallback. Mailnaptic supports conditional blocks with an else branch, for example {{#if tag:vip}} offer text {{else}} default text {{/if}}, and the else branch works in subject lines too. Write the default version so it reads naturally on its own.
Where in Mailnaptic
Merge tags and conditional blocks are in the block toolbar of the builder. Open Preview as contact and pick a contact with blank fields, not your best-filled one.
06
Unsubscribe link and mailing address
Both are legal requirements for marketing email in many places (CAN-SPAM in the US, for one), and both are what a mailbox provider expects to see. A missing unsubscribe link also pushes people toward the spam button, which hurts you more than an unsubscribe does.
Mailnaptic adds the unsubscribe link for you, and it will not let you send until the sending domain has a physical mailing address. The footer in the builder shows the address and the link, so look at them once rather than assume.
Where in Mailnaptic
The Pre-send checklist on Review + Send lists the address and the verified domain as required items. Add the address under Domains if it is flagged.
Do not use the transactional type to skip this
The campaign type selector offers Marketing and Transactional, and Transactional bypasses suppression and unsubscribe checks. It is meant for messages a person triggered, like a receipt. A promotion sent as transactional is still a promotion.
07
Segment and exclusions: who should not get this
Most people check who the email is for. Fewer check who it is not for. The embarrassing sends are almost always an exclusion that nobody thought about: the offer that lands in the inbox of someone who bought yesterday at full price, the upsell that arrives while a customer has an open complaint.
Segments in Mailnaptic are dynamic, so only contacts who match at send time receive the email. That is useful, but it means the audience can be different from the one you looked at last week. Open the segment and read its rules again.
Target
Segment: customers on the spring list
minus
Excluded
Ordered in the last 7 days
Has an open support ticket
Already got this offer by automation
equals
Receives it
Everyone left over
A made-up audience to show the logic. The segment names and rules are examples, not defaults.
Where in Mailnaptic
Pick Target segments in the first step. On Pro and above, Exclude segments removes matching contacts even if they are on a target list. A segment you already target cannot also be excluded, so build a separate segment for the people you want to hold back.
One more thing that can shrink the audience: if frequency capping is on for your organization, Mailnaptic may skip contacts who have already received the maximum number of emails for the day or week. The builder tells you when it applies.
08
Send time
Send time is the check people skip, and it has fewer rules than it seems. There is no universal best hour. What matters is that you chose one on purpose, and that it makes sense for where your readers are. A Monday morning in Copenhagen is Sunday night in Los Angeles.
Mailnaptic offers three ways to deal with that. A fixed time in your organization's timezone, which is set at the organization level. Send in contact's local timezone, so everyone gets it at, say, 9:00 where they live. Or, on Pro and above, Send Time Optimization, which sends each contact's email at the hour they have historically opened most. The last two need at least 26 hours of lead time and cannot be combined, because turning on local timezone sends disables Send Time Optimization.
Sample data: opens by hour of day for one imaginary list
6
8
10
12
14
16
19
22
Invented numbers, for illustration only. Your own list will have its own shape, and the point of Send Time Optimization is that it uses each contact's history rather than one hour for everyone.
Where in Mailnaptic
Both options are under the scheduling controls on Review + Send. Pick Schedule instead of sending now, then choose the date and time.
Check the calendar too
A send that lands the day after a public holiday, or in the same hour as your biggest competitor's sale, is not a technical mistake, but it will cost you in the same way.
09
A final rehearsal
The last check is a pass over the whole thing, in the state it will actually go out. Review + Send is built for it. It has a Pre-send checklist that blocks the send until the required items pass, a spam score you can run on demand, an AI compliance review that looks at CAN-SPAM and GDPR signals, and the rendered preview.
On Pro and above there is also a rehearsal with subscriber digital twins. It simulates a sample of representative subscribers reading your draft and gives back predicted open, click and unsubscribe rates, plus the lines where readers hit friction. Read it as a second opinion from an audience that never gets tired, not as a forecast. Mailnaptic labels it beta, it anchors the numbers to your own sending history where it has some, and the result is cached until you change the subject or body.
Then do the human version. Open the test email, read it once from the top as if you had never seen it, and click the button. If something feels off, it is.
Review + Send
Pre-send checklist
From name is set
Passed
Subject line is set
Passed
Physical mailing address on sending domain
Passed
Sending domain is verified
Passed
Recipients selected (list or segment)
Passed
Unsubscribe link included automatically
Optional
Checks you run yourself
Spam score
Check spam score
AI compliance review
Run compliance check
Subscriber digital twin rehearsal
Pro and above
Modelled on the Review + Send step. Labels are the ones in the app; the statuses shown are a sample.
Keeping it short
Nine checks sounds like a lot, but most take under a minute once the habit is there. The ones that take longer, like re-reading an exclusion rule, are the ones that prevent the worst sends. If you only have time for three, make them 4, 5 and 7.
If you want a place to run all of this in order, the Mailnaptic campaign builder keeps them in one flow, and the email campaigns page shows how the pieces fit together.
Run these checks in Mailnaptic
The pre-send checklist, spam score, compliance review and previews are built into the campaign builder. Create an account and send a test campaign to your own inbox first.
Keep reading
Email campaigns
From first draft to scheduled send in one builder.
Read more
Rehearse a campaign before you send it
Check 9 in more depth, with a dry run before the real send.
Read more
Email A/B testing
How to test subject lines without drawing the wrong conclusion.
Read more
An email accessibility checklist
Alt text, contrast and structure, to add to your pre-send routine.
Read more
A 30-day plan for a small business
Where this checklist fits in a first month of email.
Read more
Subscriber digital twins
Rehearse a campaign with simulated readers.
Read more
Segmentation
Build the audiences, and the exclusions.
Read more
Deliverability
Authentication, reputation and inbox placement.
Read more