Email Audit Questionnaire

Who You Are

Contact Person Name

First Last

Organization Name

Website

General Questions

How many people are on your email list?

Are you currently using an email program for emails?

Yes

If yes, which one?

MailChimp, Constant Contact, ActiveCampaign, Klaviyo, Sendinblue, Benchmark, etc…

Is your email service connected to your donor management software?

How often are you sending emails?

What is your average open rate?

What is your average click rate?

Is your email an integrated part of your development strategy?

Yes

How do people get added to your email list?

List all the ways this is possible: website popup, website CTA, social media, ads, etc…

Once someone opts into your list does that trigger an email series to them?

Yes

Email Audiences

For each audience below let us know who you talk to or need to communicate to through your social media channels. For example – your primary audience might be donors, your secondary might be those you serve, your tertiary might be those who don’t know who you are. Be as detailed as possible with age and other demographic information.

Primary

Secondary

Tertiary

Goals

What are your top 3 goals for your email?

Common goals: fundraise, spread awareness, and communicate with those we serve.

If you have a fundraising goal? Do you have an amount per year, and if so, what is it?

What are any other goals you might have or objectives you need to meet with your email?

Anything else?

Are there any other things that you would like us to know as we are evaluating your email efforts?

For example – do you have something you are trying to overcome? (like negative press or a negative reputation) Are you rebranding or changing direction/focus? Have you not done fundraising yet and are looking to add this to your strategy?