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Digital Marketing & CRO

A Practical Guide to Auditing Automated Campaigns

Reviewing automated campaigns, triggers and lists to find what is broken, outdated or duplicated.

Samir Haddad Search & Analytics Lead 2 min read 22 views
A Practical Guide to Auditing Automated Campaigns

At a glance

  • Orphaned campaigns keep running after their purpose ends
  • Overlaps contacts can receive several automated messages at once
  • Consent lists must reflect current consent
  • Deliverability broken automation damages sender reputation

Why it matters

Why it matters: Automation accumulates: old campaigns keep sending, triggers overlap, and nobody remembers why.

Best practice

  • Inventory every active automation and its owner
  • Map overlapping triggers for the same contacts
  • Check consent status across lists
  • Retire automations that no longer serve a purpose
  • Review quarterly
What to do and what to avoid with auditing automated campaigns, side by side
Good practice against the usual mistakes, from the sources listed below.

Common pitfalls

Watch out for:

  • Automations with no owner
  • Contacts receiving several messages in a day
  • Lists built before current consent rules
  • Sending without deliverability monitoring

When to call in a specialist

Bottom line Bring in help when automated programs sprawl.

Where this comes from

The figures and practices above come from the sources listed.

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Samir Haddad

Technical SEO and measurement. Writes about crawling, indexing, Core Web Vitals and the difference between a figure and a guess.

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