The AMA Email Marketing & Onboarding Flow Template helps you plan, organize, and measure your email lifecycle journeys—from onboarding flows and trial nurture sequences to newsletters and re-engagement campaigns. Designed for clarity and scalability, this toolkit gives you a full system for tracking triggers, timing, ownership, and performance metrics in one easy-to-use sheet.
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Why an email marketing template is important
By using this toolkit, you’ll be able to:
- Plan structured email onboarding flows
- Align email content with lifecycle stages
- Track triggers, timing, and flow sequencing
- Assign owners, statuses, and audiences
- Measure performance with auto-calculated KPIs
- Roll up flow-level insights through the summary dashboard
Key Benefits
- Assign ownership and streamline workflow
- Understand lifecycle timing and triggers
- Build onboarding sequences step-by-step
- Organize email content across teams
- Track deliverability, open rate, CTR, and conversions
- Use a clean dashboard to evaluate flow performance
- Export or connect to your ESP for deeper analysis
How To Use the AMA Media Kit Template
- Make a Copy
- Go to File ➝ Make a Copy or download the document for internal use.
- Open the Email Planning Template
- Start in the main sheet. Each row represents one email in your flow.
- Add Your Flow Names & Flow Types, Examples:
- New User Onboarding
- Trial Nurture Flow
- Weekly Newsletter
- Re-Engagement Sequence
- Step 3A (optional but recommended): Add New Flows in the “Flows” Tab. Before selecting Flow Names, you can manage all available lifecycle flows in the Flows tab. This tab acts as your flow library and powers automatic Flow Type assignment.
When you add a new flow here, it becomes available in the dropdown on the main sheet. Add or update the following to keep Flow Names consistent and ensure Flow Type auto-fills correctly:- Flow Name (e.g., “Activation Flow,” “Customer Onboarding,” “Win-back Campaign”)
- Flow Type (Onboarding, Marketing, Re-engagement, Win-back, Transactional)
- Add Email #, Topic, Trigger, and Timing
- Define your lifecycle logic using trigger events and timing delays.
- Assign Owners & Statuses
- Use the dropdowns to track progress across your team.
- Fill Performance Metrics
- Enter sent, delivered, opened, and click data from your ESP. Formulas automatically calculate KPIs.
- Use Flow Summary for Reporting
- The Flow Summary tab automatically aggregates performance by flow. Share this view during team meetings or weekly standups.
AMA Email Template Features & Capabilities
| Feature | Description |
|---|---|
| Email Planning Template tab | Plan every email in your marketing or onboarding flow with triggers, timing, ownership, and performance tracking. |
| Flow Summary Dashboard | Automatic roll-up analytics showing flow performance at a glance, including total sends, opens, clicks, and conversion goals. |
| Instructions & Best Practices Guide | Step-by-step guide for setup, maintenance, team workflows, and reporting. |
| Pre-Built Sample Flow | Example onboarding sequence filled with dummy data so you can see the system in action. |
| Flows Tab (Flow Library) | Manage all flow names and flow types in one place. This tab powers the Flow Name dropdown and automatically fills Flow Type using XLOOKUP. |
Solving Common Email Marketing Challenges By Using This Template
| Challenge | Toolkit Solution |
|---|---|
| Hard to visualize email flows across onboarding, marketing, and re-engagement. | The template maps every email by flow name, type, and sequence number so your lifecycle structure is instantly clear. |
| No centralized place to track triggers or timing. | Trigger + Delay columns let you plan lifecycle logic without an ESP — perfect for onboarding and nurture flows. |
| Performance data scattered across different platforms. | Enter sent/delivered/open/click data once — KPIs auto-calculate instantly with built-in formulas. |
| Hard to evaluate the impact of an entire flow. | Flow Summary dashboard rolls up sends, opens, clicks, and conversions by flow name for fast reporting. |
| Can’t see which emails are hurting your metrics. | Conditional formatting and flow-level KPIs highlight weak points so you can optimize the right emails. |
| Need to report lifecycle performance to leadership quickly. | Export or screenshot the Flow Summary tab for instant dashboards—clean, visual, and meeting-ready. |