Using Notion for email campaign planning

Howdy, blogger! This post is part of the Notion for Blogging series, which explores how to get your content plan and brand ultra-organized with the Notion app. We’ve covered a lot of ground in this series so far — I’ve walked you through:

Today, we’ll cover how to use Notion for email content. Let’s get to it!

Why do you need Notion for planning and creating email campaigns?

notion for email campaign planning and content

A sneak peek of the email hub template, part of the Notion for Blogging Premium Template Pack!

Notion is indisputably the best solution for managing every element of your blog and brand in one place. But before we jump in, I want to acknowledge that your email client can do a lot of things Notion just can’t.

The main advantage of using Notion for email campaign planning is that you’re able to see your email campaigns alongside everything else — your blog posts, social media content, podcast episodes, and YouTube videos.

Can you draft your email newsletters in Notion and schedule them on your main content calendar? Absolutely! That’s exactly what I do and recommend that you do, too. But it’s worth mentioning that Notion works best for planning campaigns that aren’t automated and instead are sending on a specific date.

You can still draft your automated email newsletters in your content creation hub. Just leave the date blank.

How to use Notion for email campaign content and planning

Setting up an email hub is relatively simple. If you’re just using Notion for email campaign planning, you could set up a database or dashboard with everything you need in 5 minutes flat. But if email is only part of your Notion setup, it’ll take a bit longer.

I’ll walk you through both options in this step-by-step guide! (I say step-by-step, but there are really only 2 steps. Easy peasy!)

Step 1: Create a content database

If you’re only tracking email in Notion, you’ll only need properties related to email, like:

  • Subject line (Title property)
  • Send date (Date)
  • Segment (Text, Select, or Multi-select)
  • Campaign (Select)

If you’re setting up a full blog dashboard in Notion, I recommend setting up a content creation hub with properties and templates for all the content you create. I’ve covered that in another post, though, so if you’re interested, hop on over!

Step 2: Add templates for email content

Whatever type of database you’ve set up, I recommend creating a template for email content. Here’s how:

  1. Navigate to the upper right-hand corner of your database and click the drop-down button next to “New”.
  2. Click “New template”
  3. Start designing your template. I recommend setting relevant properties, icons, and adding email content creation tasks in the main body of the page.

It’s as easy as 1-2-3!

More ideas for your email hub in Notion

Setting up an email hub is a lot easier than some of the other setups we’ve covered so far. I’ve got a few more ideas up my sleeve for your Notion email hub.

Create a content offers database

A content offers database makes it easy to plan any products and lead magnets linked to your email campaigns. This is an optional step, of course, but if you create paid and/or free offers regularly, I highly recommend it.

Here’s why: if you set up a relation between your two databases, you can see every piece of content related to that offer. This is especially helpful if you’re also using Notion for blogging, social media, podcasting, or YouTubing.

Take my setup for example. The Notion for Blogging page in my content offers database links to every single piece of content related to my Notion for Blogging campaign.

notion for email

A sneak peek of my content offers database, which links to my content creation hub.

This includes individual blog posts, social media posts, and videos. (I actually chose to store my email drafts in my editorial task database, but I was super new to email and my Notion setup wasn’t as sophisticated then.)

Here’s how to set up a relation between two databases:

  1. Create your content offers database.
  2. In the upper right-hand corner of your email content planning database, click the three dots next to “New” and then click “Properties”
  3. Click “Add a property”
  4. Under “Property Type”, select “Relation”
  5. Select the database you want to relate to
  6. Retitle the relation property however you like

Create an email hub with an embed of your content calendar

Maybe you need more than just an email content planning database. Maybe you want a place to jot down email newsletter ideas, store resources on upping your email game, or even tracking analytics.

An email hub allows you to do just that. Need some inspo? Check out a sneak peek of the Email Hub page, part of the Notion for Blogging Premium Template Pack:

notion for email campaign planning and content

Store resources for creating better email content

Best practices for creating and optimizing email content are constantly changing. Keeping tabs on the newest information can get a little overwhelming. Why not create a digital library where you can store all the information you need?

Or you could save yourself some time and download my free Content Repository Notion template right here!

Creating and planning email content with Notion: wrapping up

Notion is a powerful tool for managing every element of your blog and brand in one place. Using Notion for email is a less popular use case, but if you’re going for a unified approach and you manage an email newsletter, it’s a good idea to include email in your setup, too.

As I mentioned earlier, your email client is better suited to handle some tasks, like tracking subscribers, than Notion. But hey, if you want to have a go at tracking subscribers in Notion, feel free! I always encourage experimenting and finding a workflow that works best for your needs.

Of course, email is just a small part of blogging. You’re also creating blog and social media content, running ads, creating graphics, handling SEO — and that’s just scratching the surface.

Interested in discovering how Notion can level up your content plan but don’t have time to build a dashboard from the ground up? You don’t have to! I’ve already done it for you.

Organize every element of your blog and brand with Notion blog templates

The Notion for Blogging Premium Template Pack contains 75+ pages and templates to get your brand plan ultra-organized. Running a blog involves so much more than just creating content. Refining your brand, staying on top of tasks, managing finances — it’s a lot to tackle!

Ever found yourself wishing you could just see everything in one place? Join the club!

I initially created the Notion for blogging templates to solve my own organization problems. And then I realized other busy bloggers like me might benefit from a similar setup. And so the Notion for Blogging Premium Template Pack was born!

Not keen on overhauling your whole content plan but want to test the waters? Check out my smaller template bundles!

Prefer to create your own setup? I don’t blame you — I love playing around in Notion, too. I’m still creating free Notion blogging tutorials right here on the blog! Subscribe so you don’t miss a post.

If you do find my free resources helpful, please consider supporting a fellow blogger with a coffee! (A double-shot mocha specifically.)

However you choose to support this blog, even if it’s just by reading, I appreciate you. Thanks for being here!

Got questions on how to use Notion for email? Want to share some of your own Notion blog setups or tips and tricks? I’m all ears! Let’s chat all things Notion in the comments.

Until next time, happy Notioning!

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