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www.act-on.com | @ActOnSoftware
Top 10 Deliverability
Best Practices
Presented by:
David Fowler | Act-On Chief Privacy & Deliverability Officer
david.fowler@act-on.net
www.act-on.com | @ActOnSoftware
The Deliverability Ecosystem
DELIVERABILITY
MANAGEMENT
Sales
Support
Managed
Services
Marketing
Email
Operations
ISP
Relations
Industry
Outreach
Privacy
Compliance
Technology
www.act-on.com | @ActOnSoftware
1. Expectations
 Who’s on first for your program?
 Define your marketing expectations
 Define your deliverability expectations:
 Metrics | Goals | Objections | Performance
 Be realistic – 100% delivery?
 Define your business partnerships performance
 Delivery Takeaway:
 All roads lead back to the delivery of your mail
 Many delivery influencers are present
www.act-on.com | @ActOnSoftware
2. Your Legal Responsibilities
 Most countries have legal obligations for online marketers to follow
 They can vary in scope and depth of compliance
 US: CAN-SPAM
 UK: Privacy and Electronic Communications
 EU: Data Directive
 As technologies emerge these requirements will evolve
 Mobile | Social | SMS | Internet | Next?
 Understand your obligations and comply as necessary
 If in doubt seek a legal opinion
 Delivery Takeaway:
 Non compliant email can lead to prosecution, fines and brand
management issues
www.act-on.com | @ActOnSoftware
3. Your Mailing Responsibilities
 Adopt and understand your legal responsibilities
 Deploy permission based marketing activities
 Comply with best practices and knowledge
 Don’t push the email envelope
 Understand your client or prospect
 Lead gen email is COMPLETELY different than retention mail
 Segment your mail streams as needed
 List mailing strategies are the key to conversion
 Be prepared to block and tackle if needed:
 The delivery landscape changes regularly
 Delivery Takeaway:
 Adopting good email practices enhances your performance and ROI
www.act-on.com | @ActOnSoftware
4. Performance Management
 Email bounces:
 Hard vs. soft
 Spam complaints:
 Should be less than 0.1%
 IP Reputation – Blacklists
 Mange threshold metrics:
 For Bounces, Spam and Unsubscribes
 Whitelist and Feedback loops
 Authentication
 SPF | Sender ID | DKIM
 Delivery Takeaway:
 These basics of performance management are the DNA of your
program. Embrace them and manage them constantly
www.act-on.com | @ActOnSoftware
5. Data Management
 Understand your data flow and management
 Bad data is the “killer delivery downside”
 You are (perceived) what you mail:
 Old data will NOT perform and will cause delivery issues
 Hold you vendors accountable if you rent or license data
 Solid SLA and “redo” policies will benefit your efforts
 Better data control = better reputation management
 Utilize retention strategies with all programs
 Delivery Takeaway:
 Bad data is like putting “diesel” in a “gas engine.” Your program will
sputter and underperform
www.act-on.com | @ActOnSoftware
6. Design and Content
 Studies suggest that almost 50% of emails are now being read
on mobile devices
 Design your content for your audience’s preferences
 Request design preferences in your onboarding
 Welcome programs, establish client specific preferences
 Use technically compliant HTML
 Test your campaigns with content tools
 If your emails look like spam they will be treated as such
 Delivery Takeaway:
 Content filtering has become a highly fine tuned barrier to the inbox
and badly designed email will cause delivery issues
www.act-on.com | @ActOnSoftware
7. Set Realistic Performance Expectations
 Performance is tied to realistic expectations
 No two programs are the same
 Understand your mailing infrastructure
 Dedicated vs. Shared IPs etc.
 What’s the lifecycle of your program?
 Established or just beginning?
 Seasoned marketer or novice?
 Delivery Takeaway:
 There are many constituents that affect delivery. Should one of those
dominos fall, it will affect the entire program
www.act-on.com | @ActOnSoftware
8. Test, Test and Test Again
 Every electronic marketing channel can be tested and you
receive immediate feedback on performance
 If you are not testing you are possibly missing out on valuable
data for your program
 Less is MORE:
 Targeted and relevant emails will produce more ROI
 Engagement is a “major” part of delivery decision making
 Delivery Takeaway:
 Testing all facets of your email program will lead to better
delivery, reputation management and results
www.act-on.com | @ActOnSoftware
9. Be Prepared to Fail
 Why is failure a best practice?
 Email is not the same as direct mail
 You can respond quicker and retool your program
 It’s a lot harder than rocket science
 There are many moving parts to ensure success
 Many constituents touch your program and influence your
abilities to deliver mail
 Have a “Plan B” and be ready to execute if needed
 Delivery Takeaway:
 Learn from your programs that don’t perform particularly well
 Evaluate your programs that feed into the mail stream
 Sending the same mail streams without changes cause delivery issues
www.act-on.com | @ActOnSoftware
10. Follow the Industry
 There are many resources available
today
 The delivery landscape changes
regularly
 Understand the issues that affect
your performance
 These may come from non traditional
areas
 Delivery Takeaway:
 Many areas affect delivery
 The eco system will not change it
becomes more complex
DELIVERABILITY
MANAGEMENT
Sales
Support
Managed
Services
Marketing
Email
Operations
ISP
Relations
Industry
Outreach
Privacy
Compliance
Technology
www.act-on.com | @ActOnSoftware
Marketing Sherpa Deliverability Survey
www.act-on.com | @ActOnSoftware
David Fowler
david.fowler@act-on.net
Q&A

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Top 10 Deliverability Best Practices

  • 1. www.act-on.com | @ActOnSoftware Top 10 Deliverability Best Practices Presented by: David Fowler | Act-On Chief Privacy & Deliverability Officer david.fowler@act-on.net
  • 2. www.act-on.com | @ActOnSoftware The Deliverability Ecosystem DELIVERABILITY MANAGEMENT Sales Support Managed Services Marketing Email Operations ISP Relations Industry Outreach Privacy Compliance Technology
  • 3. www.act-on.com | @ActOnSoftware 1. Expectations  Who’s on first for your program?  Define your marketing expectations  Define your deliverability expectations:  Metrics | Goals | Objections | Performance  Be realistic – 100% delivery?  Define your business partnerships performance  Delivery Takeaway:  All roads lead back to the delivery of your mail  Many delivery influencers are present
  • 4. www.act-on.com | @ActOnSoftware 2. Your Legal Responsibilities  Most countries have legal obligations for online marketers to follow  They can vary in scope and depth of compliance  US: CAN-SPAM  UK: Privacy and Electronic Communications  EU: Data Directive  As technologies emerge these requirements will evolve  Mobile | Social | SMS | Internet | Next?  Understand your obligations and comply as necessary  If in doubt seek a legal opinion  Delivery Takeaway:  Non compliant email can lead to prosecution, fines and brand management issues
  • 5. www.act-on.com | @ActOnSoftware 3. Your Mailing Responsibilities  Adopt and understand your legal responsibilities  Deploy permission based marketing activities  Comply with best practices and knowledge  Don’t push the email envelope  Understand your client or prospect  Lead gen email is COMPLETELY different than retention mail  Segment your mail streams as needed  List mailing strategies are the key to conversion  Be prepared to block and tackle if needed:  The delivery landscape changes regularly  Delivery Takeaway:  Adopting good email practices enhances your performance and ROI
  • 6. www.act-on.com | @ActOnSoftware 4. Performance Management  Email bounces:  Hard vs. soft  Spam complaints:  Should be less than 0.1%  IP Reputation – Blacklists  Mange threshold metrics:  For Bounces, Spam and Unsubscribes  Whitelist and Feedback loops  Authentication  SPF | Sender ID | DKIM  Delivery Takeaway:  These basics of performance management are the DNA of your program. Embrace them and manage them constantly
  • 7. www.act-on.com | @ActOnSoftware 5. Data Management  Understand your data flow and management  Bad data is the “killer delivery downside”  You are (perceived) what you mail:  Old data will NOT perform and will cause delivery issues  Hold you vendors accountable if you rent or license data  Solid SLA and “redo” policies will benefit your efforts  Better data control = better reputation management  Utilize retention strategies with all programs  Delivery Takeaway:  Bad data is like putting “diesel” in a “gas engine.” Your program will sputter and underperform
  • 8. www.act-on.com | @ActOnSoftware 6. Design and Content  Studies suggest that almost 50% of emails are now being read on mobile devices  Design your content for your audience’s preferences  Request design preferences in your onboarding  Welcome programs, establish client specific preferences  Use technically compliant HTML  Test your campaigns with content tools  If your emails look like spam they will be treated as such  Delivery Takeaway:  Content filtering has become a highly fine tuned barrier to the inbox and badly designed email will cause delivery issues
  • 9. www.act-on.com | @ActOnSoftware 7. Set Realistic Performance Expectations  Performance is tied to realistic expectations  No two programs are the same  Understand your mailing infrastructure  Dedicated vs. Shared IPs etc.  What’s the lifecycle of your program?  Established or just beginning?  Seasoned marketer or novice?  Delivery Takeaway:  There are many constituents that affect delivery. Should one of those dominos fall, it will affect the entire program
  • 10. www.act-on.com | @ActOnSoftware 8. Test, Test and Test Again  Every electronic marketing channel can be tested and you receive immediate feedback on performance  If you are not testing you are possibly missing out on valuable data for your program  Less is MORE:  Targeted and relevant emails will produce more ROI  Engagement is a “major” part of delivery decision making  Delivery Takeaway:  Testing all facets of your email program will lead to better delivery, reputation management and results
  • 11. www.act-on.com | @ActOnSoftware 9. Be Prepared to Fail  Why is failure a best practice?  Email is not the same as direct mail  You can respond quicker and retool your program  It’s a lot harder than rocket science  There are many moving parts to ensure success  Many constituents touch your program and influence your abilities to deliver mail  Have a “Plan B” and be ready to execute if needed  Delivery Takeaway:  Learn from your programs that don’t perform particularly well  Evaluate your programs that feed into the mail stream  Sending the same mail streams without changes cause delivery issues
  • 12. www.act-on.com | @ActOnSoftware 10. Follow the Industry  There are many resources available today  The delivery landscape changes regularly  Understand the issues that affect your performance  These may come from non traditional areas  Delivery Takeaway:  Many areas affect delivery  The eco system will not change it becomes more complex DELIVERABILITY MANAGEMENT Sales Support Managed Services Marketing Email Operations ISP Relations Industry Outreach Privacy Compliance Technology
  • 13. www.act-on.com | @ActOnSoftware Marketing Sherpa Deliverability Survey
  • 14. www.act-on.com | @ActOnSoftware David Fowler david.fowler@act-on.net Q&A