Management
- Who owns email marketing?
- What are the objectives and KPIs?
- What kind(s) of approval(s) are needed before sending?
- Which team selects the email marketing platform?
- What’s the process for getting more budget or resources?
Brand & Marketing
- Who writes the email copy?
- What tone are we going for?
- How are news, promos, and feature launches handled?
- What are the processes for collaboration?
Design
- Who handles email design?
- What's the process for implementing new designs?
- How do email and design assets get synced-up?
Product & Product Marketing
- How do we talk about the product?
- Which features get promoted? Which don’t?
- Where are we sending users? What links can we use?
- How does email work with the product's onboarding?
- What’s the process for data implementation?
Analytics
- How do results get reported?
- How can we track ROI?
- What constitutes ‘email’ in terms of attribution?
Support & Customer Success
- How are email responses handled?
- How are sales requests handled?
- How do we sync up the tones and explanations across teams?
Sources:
https://saasplaybook.co/vip/3088c74f9c3d48c6b6d45a96e14daf8e/Operating-Rules-Email-Marketing.pdf