Ecommerce

The Complete Ecommerce Marketing Checklist for the Holidays

Black Friday. Cyber Monday. Small Business Saturday. Green Tuesday.

There is no shortage of sales events for online retailers this holiday season.

Some retailers have even had success starting their own unique events. Even if you aren’t starting your big sales event for the next few weeks, you should have a solid idea now of what it will look like and a clear strategy to make sure everything goes smoothly.

To help you, we've put together this ecommerce marketing holiday checklist that we hope will help you plan for success.

Know your timeline

At the most basic level, you and your team should have a shared calendar that communicates the timeline around your holiday planning.

One of the most common mistakes made by ecommerce businesses is forgetting to mention the exact start and end time for a promotion – including the time zone. Make sure it’s clear in your communication to customers.

Set the dates and times for:

When your sales events begin and end

Sending campaign e-mails or newsletters

Publishing social media posts

Sending out print marketing

When your sales event’s PPC ad campaign starts and ends

Releasing new pricing on your product feeds

Reverting to old pricing on your product feeds

When free shipping promotions begin and end

Shipping deadlines (USPS, FedEx, UPS)

Marketing planning

Start by taking time to reflect on last year’s big sales event. What worked for your business? What worked for your competitors? What changes can you make to improve your marketing strategy this year? Then you can begin to implement this year’s marketing plan.

Make sure your marketing strategy is in overdrive:

Audit and segment your email list

Do an inventory of marketing channels

Reflect on last year’s performance

Verify tracking pixels, set up relevant analytics systems (Facebook, Pinterest, Google)

Optimize website SEO for the holiday season

Optimize your product feeds

Revise PPC ads to include holiday deals

Set up retargeting campaigns wherever possible

Adjust ad spend accordingly

Create newsletter or email blast content

Create and schedule social media content

Create transactional email content (empty cart emails, thank you, follow-up emails, etc.)

Create graphic assets (website banners, hero images, print materials, etc.)

Send pitches to blogs and gift guides

Secure plans for any offline events to promote your sale

Create a product recommendation/holiday gift guide

Prepare your team

The sale is going to move fast, and you do not want your staff feeling flustered when the sales come pouring in. Delegate tasks to team members for the holiday season.

Make sure your team is prepped to:

Answer email inquiries

Respond to social media engagement (mentions, comments, etc.)

Help customers through live chat

Keep an eye on competing brands and sales

Collect data and measure your success in real-time

Coordinate holiday return process

Evaluate site security

Handle your merchandising strategy

Sharpen your customer experience

If there's ever a time to polish up the path your customers have to travel on to get your end goal, it's right now.

Combat cart abandonment and prevent silly frustration by optimizing your customer experience. Take the time to verify that every aspect of your business is ready to handle what's to come.

Confirm the following:

Optimize your checkout page

Optimize landing pages

Make order tracking easy and obvious

Test your site on desktop and mobile

Update your shipping and returns policy

Review shipping and packing best practices with staff

Test your server load capacity at loadimpact.com

Test coupon codes

Verify inventory levels

Consider alternative forms of shipping (just in case)

Make sure buyers are thanked

Hope for the best, plan for the worst 

Planning for what is going to happen is important, but so is planning for what might happen. This means your team will be on the same page if something goes wrong with your business’s technology, partners, or products.

Plan for the following crises:

Shipping problems

Weather issues

Data breach

Website malfunctions

Product or supply shortage

Server crash

Follow these guidelines and check items off as you go to make sure your ecommerce marketing is in order before the holidays.

Good luck and happy holiday sales!

Bryan Falla

Bryan is a digital marketer with roots in journalism and creative writing. Over the past decade, he's helped hundreds of online retailers develop and implement ecommerce marketing strategies. When he isn't educating retailers on ecommerce, he's out exploring South Florida and stalking local breweries.

From theory to practice

Put your feed to the test.

Run a free feed audit and see which of your titles are matching queries you'd never choose to bid on.