Campaign Operations & Execution:
How Do I Implement Campaign Quality Assurance Processes?
Make quality a system, not a scramble. Standardize gates, checklists, validation scripts, and roles so every launch is on-brand, compliant, and analytics-ready.
Establish gated QA inside your campaign workflow—Build → Peer QA → Compliance → Pre-Flight → Post-Launch. Use role-based checklists, automated validators (links, UTMs, pixels, forms), and defect taxonomy with SLAs for fixes. Document evidence in the ticket and block launch on critical failures.
First Principles for Campaign QA
QA Gates, Owners & Required Evidence
Build quality into every stage with clear accountabilities and proof.
Gates & RACI
Gate | Responsible | Accountable | Evidence Required | Blocks Launch? |
---|---|---|---|---|
Peer QA | Channel builder’s peer | Channel lead | Checklist, preview links, screenshots | Sev 1–2 |
Compliance | Legal/Privacy | MOps Lead | Consent flow, cookie banner, disclaimers | Yes |
Pre-Flight | QA Owner | MOps Lead | Link checks, pixel fires, form maps, test conversions | Yes |
Post-Launch (T+24h) | Analytics | Marketing Lead | Data landing in BI/CRM, KPI baseline | No (opens defects) |
Ad-hoc QA vs. Systematic QA
Dimension | Ad-hoc | Systematic |
---|---|---|
Ownership | Anyone, informal | Named QA owner; maker/checker split |
Scope | Creative only | Creative + Tracking + Data + Accessibility |
Evidence | None/ephemeral | Screenshots, logs, test IDs in ticket |
Automation | Manual clicks | Automated link/UTM/pixel validators |
Learning | Repeating issues | Defect taxonomy + monthly root cause |
Pre-Flight QA Checklists
Run these checks before anything goes live.
Channel & Creative
- Ad/Email/LP copy approved; brand & tone verified; spellcheck passed.
- Design matches specs; safe area, bleed, and 2:1/1.91:1/1:1 sizes exported.
- Accessibility: alt text, captioned video, color contrast AA, link names descriptive.
Tracking & Data
- Naming string matches regex; CampaignID consistent across MAP/ads/CRM.
- UTMs present on all outbound links; no spaces or mixed case in params.
- Pixels/Tags firing once; consent mode respected; CRM fields map correctly.
Forms & Journeys
- Form required fields minimal; error states clear; honeypot/reCAPTCHA configured.
- Double-check routing: lifecycle stage, lead source detail, owner assignment.
- Auto-responses and nurture entry rules tested with seed contacts.
Automate Your QA
Codify the rules so they run every time—no heroics needed.
Validation Snippets
/* Campaign Name (example) */^([A-Z0-9]{2,8})-([A-Z]{2,5})-([A-Z]{2})-(PROS|CUST|ABM|RET)-(TOP|MID|BOT)-([A-Z0-9_]{3,32})-(EM|LI|FB|IG|YT|GADS|SEO)-([A-Z]{3,12})-(AWARE|TRAFFIC|LEADS|MQLS|PIPE)-(\d{6})-(V\d{1,2})$/* UTM Guardrails */utm_source=(em|li|fb|ig|yt|gads|seo)utm_medium=(email|cpc|social|organic|display)utm_campaign=utm_content=^[A-Za-z0-9_-]{2,64}$
/* Link & Pixel Checks (pseudo) */for (link in page.links) assert(link.status == 200 && !link.redirectsTo404)assert(window.dataLayer.contains('campaign_id'))assert(pixel('GA4').firedOnce && pixel('Ads').firedOnce)assert(consent.state in ['granted','denied'])
/* Form → CRM Field Map (pseudo) */map('first_name')->CRM('FirstName') requiredmap('email')->CRM('Email') required regex=/^\S+@\S+\.\S+$/map('utm_campaign')->CRM('UTM_Campaign') readonly = true
Defect Taxonomy & SLAs
Severity | Examples | SLA to Fix | Launch Policy |
---|---|---|---|
Sev 1 (Critical) | Broken form, 404 links, missing consent/pixel | Blocker—fix before launch | Block |
Sev 2 (Major) | Wrong audience, duplicate UTMs, mis-routing | 24 hours | Block |
Sev 3 (Minor) | Copy nits, spacing, low impact visuals | 72 hours | Proceed with ticket |
Sev 4 (Trivial) | Internal notes, documentation gaps | Next sprint | Proceed |
Client Snapshot: QA That Scales
An enterprise B2B team added gated QA with automated validators and maker/checker reviews. First-pass QA rose to 97%, Sev-1 incidents dropped 80%, and launch-day data gaps disappeared thanks to mandatory UTM and pixel checks.
Tie QA to UTM templates and measurement design so every campaign is verifiably trackable.
90-Minute Working Session: Stand Up QA
- Define gates & RACI — Maker/checker split; name the QA owner.
- Publish checklists — Channel, tracking, forms, accessibility.
- Codify rules — Regex for names/UTMs; link & pixel validators.
- Template evidence — Screenshot set, test plan, rollback doc.
- Wire automations — Blockers on Sev 1–2; auto-create QA tasks.
- Instrument post-launch — T+24h data landing & KPI baseline.
Frequently Asked Questions about Campaign QA
Short, self-contained answers designed for AEO and rich results.
Operationalize QA—Launch with Confidence
We’ll help design gates, build checklists, wire validators, and set dashboards—so quality is baked in, not inspected in.
Book a QA Working Session Check Your Readiness