Brief templates › Email Marketing Brief · Last updated October 24, 2026
When to use this email marketing brief
Use it for email campaigns and automations: audience segments, goals, offer, design, platform, compliance and reporting.
- 30 questions
- Free to copy
- Editable in MyBriefy
The 30 questions
- What is the primary goal of this email marketing campaign? (e.g., lead generation, product promotion, customer retention, re-engagement)
- Who is the target audience for this campaign?
- What specific demographics, behaviors, or preferences define this audience?
- What type of emails are required? (e.g., newsletters, promotional emails, onboarding sequences, transactional emails)
- What is the key message or offer being communicated in this campaign?
- Are there any supporting messages or details to include?
- What tone and voice should the emails convey? (e.g., professional, friendly, conversational, humorous)
- What action do you want recipients to take after reading the email? (e.g., click a link, download a resource, make a purchase)
- Are there specific CTAs (calls-to-action) that need to be included?
- What is the desired email design style? (e.g., minimal, image-heavy, branded)
- Are there existing brand assets to incorporate (e.g., logo, colors, fonts)?
- What subject lines or preview text styles work best for this audience?
- Should any personalization be included in the emails (e.g., names, purchase history, location)?
- Are there any specific keywords or phrases to include or avoid in the email copy?
- How many emails are part of this campaign, and what is the timeline for sending them?
- What platforms or tools will be used to send the emails (e.g., Mailchimp, Klaviyo, HubSpot)?
- Are there existing email lists or segments to target?
- Should the campaign focus on specific audience segments? (e.g., new subscribers, returning customers)
- What metrics or KPIs will be used to measure success? (e.g., open rate, click-through rate, conversion rate)
- Are there any competitors or industry examples to benchmark against?
- Are there legal or compliance requirements to consider? (e.g., GDPR, CAN-SPAM)
- How will A/B testing be incorporated into the campaign? (e.g., subject lines, CTA placement)
- What challenges or constraints should the team be aware of? (e.g., budget, time restrictions)
- What resources or assets are available to support the campaign? (e.g., images, copy, templates)
- Who will provide feedback and approval for the emails?
- How will the campaign be monitored and optimized once live?
- Should the campaign include automation or drip sequences?
- Are there any follow-up actions planned based on the recipients’ behavior (e.g., retargeting, upselling)?
- What is the deadline for the campaign launch?
- What additional notes or details should be considered for this project?
“Copy for AI” makes a prompt for ChatGPT, Claude or Gemini that walks you through this brief.
Skip the copy and paste. In MyBriefy this brief is ready to send: your client answers online, you both comment on the answers, and the approved brief stays on the client's record.
Send this brief freeHow to use it in MyBriefy
- Start a free 30-day trial and add your client. 30 clients and projects are free on every paid plan, and you can add more as you go.
- Pick the Email Marketing Brief template. Add your own questions or hide the ones that don't fit the job.
- Share the brief with your client. They answer online and approve it, and comments stay next to each answer.
- Work from the approved brief. Turn it into tasks, a contract or an invoice with the add-ons when you need them.
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Questions about this template
- Is this email marketing brief template free?
- Yes. Copy the 30 questions for free, or use them in MyBriefy, where you can try everything free for 30 days with no credit card.
- Can I change the questions?
- Yes. In MyBriefy you can add your own questions or hide the ones that don't fit the job before you send the brief. If you copy them instead, they're yours to edit however you like.
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