Martech: Martech is Marketing Logo
  • Topics
    Digital Transformation
    Marketing Operations
    Data
    Customer & Digital Experience
    Performance Marketing
    Marketing Management
    Special Reports
    All Topics
  • Conference
  • Webinars
  • Intelligence Reports
  • White Papers
  • What is MarTech

Processing...Please wait.

MarTech » Digital Transformation » 20 questions to ask during an email marketing platform demo

20 questions to ask during an email marketing platform demo

Don't forget to ask vendors about project methodologies, reporting, and support before moving on to the negotiations and purchasing stages.

Pamela Parker on June 9, 2022 at 9:28 am | Reading time: 3 minutes

When your team has decided that an enterprise email marketing platform is right for your brand, we recommend setting up demos with your short list of vendors within a relatively short time frame after receiving the RFP responses to help make relevant comparisons. This can help your team make an effective platform choice.

Make sure that all potential internal users are on the demo call, and pay attention to the following:

  • How easy is the platform to use, especially when it comes to design, previewing and collaboration?
  • Does the vendor seem to understand our business and our marketing needs?
  • Are they showing us our “must-have” features?
  • Is the reporting actionable and are we able to extract insights from the data with the human resources we have available?

Get the daily newsletter digital marketers rely on.

Processing...Please wait.

See terms.


Here are some other important questions to ask each vendor:

  1. What is your approach to list management and hygiene?
  2. How do you validate the accuracy of your data appends and matches?
  3. How do you comply with privacy regulations and consumer choice?
  4. How robust and flexible are your reporting options?
  5. Can reports be customized and automatically delivered to different users and types of users in their preferred formats?
  6. Where are the actionable reports?
  7. Are there workflows built in that allow for coordination between marketing, content and design teams, as well as brand and regulatory compliance?
  8. Can we work with franchisees in local markets, or internal operations in different geographies, within the platform to ensure consistency and compliance?
  9. How does the platform integrate with martech platforms (i.e., CRMs, DSPs, CDPs)?
  10. Does the platform feature any built-in data activation capabilities beyond email sending (i.e., display ad campaigns or social media marketing)?
  11. What reporting do you provide that will document the ROI from our efforts?
  12. What does the onboarding process entail and how long will it take?
  13. What are the training options, i.e., is it online only…or will you send people to our location to train us on site?
  14. What kind of customer support is included? Can we pick up the phone to report problems?
  15. Will we have a dedicated account manager and technical support?
  16. Do you offer a proof-of-concept to measure potential performance and scale?
  17. What kind of professional services are available? And how much do they cost?
  18. How does the company handle requests for product modifications?
  19. What new features are you considering?
  20. What’s the long-term roadmap and when are features expected to launch?

If the email marketing platform vendor answers your questions and the platform seems to meet your needs, it’s time to start checking references, speaking with existing customers, and negotiating the contract.


Email marketing helps organizations acquire and retain customers, build businesses and make more money. Explore the platforms essential to email marketing in the latest edition of this MarTech Intelligence Report.

Click here to download!



New on MarTech

    How CDPs transform donor experience for a nonprofit organization
    Welcome emails have best click-to-open and first purchase rates
    It’s time for CMOs to talk business
    10 questions to ask when auditing your email program
    Webinar: The key to email marketing success

About The Author

Pamela Parker
Pamela Parker is Research Director at Third Door Media's Content Studio, where she produces MarTech Intelligence Reports and other in-depth content for digital marketers in conjunction with Search Engine Land and MarTech. Prior to taking on this role at TDM, she served as Content Manager, Senior Editor and Executive Features Editor. Parker is a well-respected authority on digital marketing, having reported and written on the subject since its beginning. She's a former managing editor of ClickZ and has also worked on the business side helping independent publishers monetize their sites at Federated Media Publishing. Parker earned a master's degree in journalism from Columbia University.

Related Topics

Digital TransformationEmail Marketing

Get the daily newsletter digital marketers rely on.

Processing...Please wait.

See terms.

ATTEND OUR EVENTS The MarTech Conference logo.

September 28-29, 2022: Fall

Start Training Now: Master Classes

Start Discovering Now: Spring



The SMX Conference logo.

Start Training Now:: SMX Advanced

November 14-15, 2022: SMX Next

March 8-9, 2022: Master Classes

Webinars

Tracking Growth From Organic Search

Beyond the Buzzword: Transform Digitally to Drive Organic & SEO Growth

Leap or Linger: Determining Which Ad Platforms to Test for Your B2B Brand

See More Webinars
Intelligence Reports

Enterprise Marketing Performance Management Platforms: A Marketer’s Guide

Enterprise Customer Journey Orchestration Platforms: A Marketer’s Guide

Enterprise Account-Based Marketing Platforms: A Marketer’s Guide

See More Intelligence Reports
Featured White Paper

The CMO’s Formula To 3x Your Digital Marketing Campaign Results

See More Whitepapers
Search Our Site

Receive daily marketing news & analysis.

Processing...Please wait.

Topics

  • Transformation
  • Operations
  • Data
  • Experience
  • Performance
  • Management
  • All Topics
  • Home

Our Events

  • MarTech
  • Search Marketing Expo - SMX

About

  • What is MarTech
  • Contact
  • Privacy
  • Terms Of Use
  • Marketing Opportunities
  • Staff

Follow Us

  • Facebook
  • Twitter
  • LinkedIn
  • Newsletters
  • RSS

© 2022 Third Door Media, Inc. All rights reserved.