Marketing & search · Planning worksheet

Healthcare email campaigns: define the message purpose

Illustrative situation

A practice newsletter combines a service launch, several unrelated promotions and a feedback request. The team cannot agree which reader action would count as success.

The decision

Give the campaign one primary purpose and an appropriate audience. Keep secondary material subordinate so the subject, opening and destination support the same action.

Rehearse this before accepting the change

Read only the subject, first paragraph and main button. Ask a colleague to describe the promised next step and compare it with the actual landing page.

Use fictional examples and an authorised test environment. Record what happened, the evidence you inspected and any issue that still needs a responsible owner.

Choose a useful measure

Measure completion of the primary action rather than treating every open or click as equivalent.

Agree the definition and baseline with the team doing the work. Review the result over a comparable period and note other changes that could affect it.

Healthcare marketing planning with an editorial calendar, audience question and campaign brief.
Start with the audience question and a clear content brief.
Healthcare marketing enquiry journey connecting a service page, message and appointment calendar.
Connect the public promise to a supported next step.
Healthcare marketing measurement illustrated by a dashboard, comparison bars and inspection lens.
Check the evidence and definitions behind the report.

Your planning worksheet

Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.

Decisions to record

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Further reading

These primary sources provide additional context for the project decisions above.

Related decisions

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