Marketing & search · Planning worksheet

Healthcare email campaigns: interpret results cautiously

Illustrative situation

A report celebrates a rise in email opens while actual enquiries are unchanged. Changes in client privacy features and audience composition may affect the headline number.

The decision

Compare the intended downstream action with a consistent denominator and context. Treat opens as one signal whose measurement may be affected by the receiving software.

Rehearse this before accepting the change

Create a sample report where opens increase but completed enquiries fall. Check that the commentary identifies the disagreement instead of calling the campaign successful.

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

Report primary action completions per delivered message alongside the limitations of the measurement.

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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