Email marketing remains one of the most effective digital marketing channels, delivering an impressive ROI when executed properly. Behind every successful email marketing program is a skilled Email Marketing Specialist who understands the delicate balance between compelling content, technical execution, and data-driven optimization.
Finding the right Email Marketing Specialist requires more than reviewing resumes and conducting standard interviews. The best candidates must demonstrate practical skills in campaign creation, audience segmentation, A/B testing, and analytics interpretation. These technical capabilities, combined with creative thinking and strategic insight, are what separate exceptional email marketers from average ones.
Work samples provide a window into how candidates approach real-world email marketing challenges. By observing candidates in action, you can assess their technical proficiency with email platforms, their understanding of best practices, and their ability to make data-informed decisions. These exercises also reveal important soft skills like adaptability, attention to detail, and problem-solving abilities.
The following work samples are designed to evaluate candidates across the full spectrum of email marketing responsibilities. Each exercise simulates common scenarios your Email Marketing Specialist will face, allowing you to make hiring decisions based on demonstrated capabilities rather than self-reported skills. By incorporating these exercises into your interview process, you'll identify candidates who can truly drive results through effective email marketing strategies.
Activity #1: Email Campaign Creation and Optimization
This exercise evaluates the candidate's ability to create compelling email content, understand audience targeting, and apply best practices for email design and deliverability. It tests both creative and technical skills essential for day-to-day email marketing responsibilities.
Directions for the Company:
- Provide the candidate with your brand guidelines, including logo, color palette, and voice/tone documentation.
- Share a brief that outlines a specific marketing goal (e.g., promoting a new product, driving webinar registrations, re-engaging inactive subscribers).
- Include sample customer personas or segments that would be targeted with this campaign.
- Allow candidates access to your email marketing platform in a sandbox environment, or accept mockups created in tools like Figma or even PowerPoint if necessary.
- Allocate 45-60 minutes for this exercise.
Directions for the Candidate:
- Create an email campaign that addresses the marketing goal provided in the brief.
- Design the email with attention to subject line, preheader text, body copy, CTA placement, and mobile responsiveness.
- Explain your segmentation strategy and why you've chosen specific targeting parameters.
- Outline what A/B testing elements you would recommend for this campaign and why.
- Be prepared to discuss how you would measure the success of this campaign.
Feedback Mechanism:
- After reviewing the candidate's work, provide specific feedback on one element they executed well (e.g., compelling subject line, effective layout) and one area for improvement (e.g., CTA placement, mobile optimization).
- Ask the candidate to revise the element needing improvement and explain their approach to the revision.
- Observe how receptive they are to feedback and how effectively they implement changes.
Activity #2: Email Automation Workflow Design
This exercise assesses the candidate's strategic thinking and technical knowledge of email automation. It reveals their understanding of customer journeys, trigger-based communications, and how to nurture leads through the marketing funnel.
Directions for the Company:
- Provide a specific business scenario that would benefit from email automation (e.g., new subscriber welcome series, abandoned cart recovery, post-purchase follow-up).
- Share relevant customer journey information and conversion goals.
- Offer a whiteboard tool (digital or physical) or flowchart software for the candidate to map their workflow.
- Allow 30-45 minutes for this exercise.
Directions for the Candidate:
- Design an email automation workflow for the scenario provided, including trigger events, timing between emails, and conditional logic.
- Map out the content focus for each email in the sequence.
- Explain decision points where the workflow might branch based on subscriber behavior.
- Identify key metrics you would track to evaluate the effectiveness of this automation.
- Describe how you would optimize this workflow over time based on performance data.
Feedback Mechanism:
- Provide feedback on one strength of their automation design (e.g., thoughtful timing, smart use of behavioral triggers) and one area for improvement (e.g., missing an important branch, overlooking a key metric).
- Ask the candidate to revise their workflow based on your feedback.
- Evaluate their ability to think critically about automation strategy and adapt their approach.
Activity #3: Email Analytics Interpretation and Recommendations
This exercise evaluates the candidate's data analysis skills and ability to translate metrics into actionable insights. It tests their understanding of email performance indicators and strategic problem-solving abilities.
Directions for the Company:
- Prepare a dataset of email campaign results spanning 3-6 months, including metrics like open rates, click rates, conversion rates, unsubscribe rates, and revenue (if applicable).
- Include some anomalies or concerning trends in the data that require investigation.
- Provide context about campaign goals and any relevant external factors.
- Allow 45-60 minutes for analysis and presentation preparation.
Directions for the Candidate:
- Analyze the provided email performance data to identify key trends, successes, and areas of concern.
- Prepare a brief presentation (3-5 slides) summarizing your findings.
- Develop at least three specific, data-backed recommendations to improve future campaign performance.
- Be prepared to explain which metrics you prioritized in your analysis and why.
- Suggest any additional data points that would help you make better recommendations.
Feedback Mechanism:
- Provide feedback on one strength of their analysis (e.g., insightful trend identification, creative solution) and one area for improvement (e.g., overlooking an important metric, recommendation lacking specificity).
- Ask the candidate to refine one of their recommendations based on your feedback.
- Assess their comfort with data, analytical thinking, and ability to communicate insights clearly.
Activity #4: Email Deliverability Troubleshooting
This exercise tests the candidate's technical knowledge of email deliverability issues and problem-solving skills. It reveals their understanding of the technical aspects of email marketing that directly impact campaign success.
Directions for the Company:
- Create a scenario describing deliverability problems with recent email campaigns (e.g., declining open rates, emails landing in spam folders, blacklisting issues).
- Provide relevant technical details such as sender reputation scores, bounce rates, spam complaint rates, and authentication records (SPF, DKIM, DMARC).
- Include sample email HTML code with potential deliverability issues embedded.
- Allow 30-45 minutes for this exercise.
Directions for the Candidate:
- Review the provided information and identify potential causes of the deliverability issues.
- Create a prioritized list of recommended actions to resolve the problems.
- Explain how you would implement each solution and what impact you would expect.
- Outline a process for monitoring deliverability metrics going forward.
- Suggest preventative measures to avoid similar issues in the future.
Feedback Mechanism:
- Provide feedback on one strength of their troubleshooting approach (e.g., thorough diagnosis, practical solutions) and one area for improvement (e.g., missing a critical issue, impractical recommendation).
- Ask the candidate to elaborate on how they would implement their top recommendation and measure its effectiveness.
- Evaluate their technical knowledge, methodical approach to problem-solving, and ability to explain complex concepts clearly.
Frequently Asked Questions
How long should we allow for these work samples?
Each exercise is designed to take 30-60 minutes. We recommend scheduling separate sessions for each exercise rather than trying to complete multiple samples in one sitting. This prevents candidate fatigue and gives you time to prepare feedback between exercises.
Should we provide these exercises as take-home assignments or conduct them during the interview?
Both approaches have merit. Take-home assignments allow candidates more time for thoughtful work but may disadvantage those with limited free time. In-person exercises better simulate real-world pressure but may increase candidate anxiety. Consider offering a hybrid approach where candidates receive background information in advance but complete the actual exercise during a scheduled interview session.
What if we don't have access to our email marketing platform for the candidate to use?
For the email creation exercise, candidates can work with mockup tools like Figma, Canva, or even PowerPoint. The focus should be on their strategic thinking and design sensibilities rather than platform-specific technical skills, which can be learned.
How should we evaluate candidates who have experience with different email platforms than what we use?
Focus on transferable skills and knowledge rather than platform-specific expertise. Email marketing principles remain consistent across platforms, and a strong candidate will adapt quickly to your technology stack. During the exercises, ask candidates to explain their approach conceptually if they're unfamiliar with your specific tools.
What if a candidate performs well on strategic exercises but struggles with technical ones (or vice versa)?
Consider your team's current composition and the specific needs of the role. If you have strong technical support but need strategic direction, you might prioritize a candidate with excellent strategic skills. Conversely, if your team needs technical expertise, that might be your focus. The ideal candidate shows competence in both areas, but few candidates excel equally in all dimensions.
How do we ensure these exercises don't disadvantage candidates from underrepresented groups?
Review your exercises to ensure they don't require cultural knowledge specific to certain groups. Provide clear instructions and evaluation criteria to all candidates. Consider having multiple team members evaluate responses to minimize individual bias. Most importantly, be consistent in how you administer and evaluate these exercises across all candidates.
Email marketing requires a unique blend of creative, analytical, and technical skills. By incorporating these work samples into your hiring process, you'll identify candidates who can truly drive results through effective email campaigns. Remember that the best email marketers combine technical proficiency with strategic thinking and a deep understanding of customer psychology.
For more resources to improve your hiring process, check out Yardstick's AI Job Descriptions, AI Interview Question Generator, and AI Interview Guide Generator.