There is nothing I love more than a good checklist. There’s something about having a tactical plan of action that makes you feel in control of your day, productive and efficient. But a checklist is only as good as what’s on it, and sometimes, you don’t know what you don’t know. When you’re in charge of sourcing a new tech vendor, it’s easy to come up with the hard-hitting questions that affect your role, but maybe not so easy to understand how a new piece of tech might impact other functions of your organization.

As email and technology solutions become more integrated with every aspect of a business’ overall software stack, it’s important to be cognizant of how a new solution will impact other functions of your org, not just your role.

That’s why we thought it would be helpful to put together a checklist of questions you can use when creating an RFP to evaluate email vendors. We’ve grouped the checklist by category so it’s easy to quickly skim areas where you might need more assistance. An email marketer probably has their needs and use cases down to a ‘T’ but if they’re the sole purchaser, what technical or compliance questions might they need to be aware of?

This quick checklist will guide you on important aspects of an email service purchase including topics like:

  • Pricing: How is pricing measured and how will you be billed? What features are considered included vs. add-on?*
  • Analytics: What are the reporting functionalities of the tool or service you’re evaluating? How much detail is included in the reporting? Is there any kind of predictive data modeling offered?
  • Integration: What kind of functionality is available via webhooks? Are there automated alerts available?
  • Support: What kind of onboarding assistance is included? What support SLAs are issued with a standard contract?

The full checklist with suggested questions can be found here. As always, if you have any feedback or comments on something you think is missing, give us a shout!

We hope this list makes you feel a bit more prepared in your search for an email service.

Happy Sending!


*an important factor to hold constant when comparing vendors! Make sure all pricing packages are offering the same features