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Email Marketing Checklist: What to Do Before You Hit Send (HIPAA)

Email marketing campaigns, when done right, can be quite rewarding. Not only do emails allow you to reach a range of people and garner more subscribers than you may have otherwise, they’re also low-budget and, in most cases, quite user-friendly.

Before you hit that send button, though, always double-check you have everything covered in your email to convert readers to clients or customers. The following checklists provide information for both marketers and healthcare practitioners on what exactly to cover before sending off emails.

Email Marketing Checklist

Fortunately, there are many HTML mobile-responsive templates available to simplify the whole process for you. You don’t need to know how to code. Also, it’s important to note here that HTML is not an absolute requirement. Text messages work just as well, offering the added bonus of conveying a more personal message, since graphics and images sometimes convey a more promotional vibe.

Yet, over-personalized emails can send the wrong message to its recipient. They can seem annoying and a bit creepy, to say the least. The trick is to find a middle ground.

HIPAA-compliance Checklist (ePHI)

For healthcare practitioners, complying with the Health Insurance Portability and Accountability Act (HIPAA) is mandatory. Many healthcare practitioners are turning to electronic communication to disseminate information more quickly. With that in mind, organizations are required to implement safeguards to secure individuals’ electronic protected health information (ePHI).

The following list applies to almost everyone touching ePHI. If you need to remain HIPAA-compliant, this list will provide you with an overview of a few important points to check before engaging with clients over the ’net.

It’s important to note here that while the HIPAA-compliance checklist provides you with an overview of things to watch for, this is only a brief summary of major points. You should look at the legal documents, and if needed, consult a lawyer for further legal advice. There are also HIPAA-compliant email hosting companies dedicated to keeping your ePHI secure; that way you won’t even need a checklist.

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