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Deliverability & The Realities and Demands of
                     Today’s Market



                         Presented by:

David Fowler | Act-On Chief Privacy & Deliverability Officer
          david.fowler@act-on.net | #AOWEB
David Fowler
Chief Privacy & Deliverability
Officer
@ActOnSoftware



                          #AOWEB
Deliverability Wake Up

 The Realities:
    State of the email state
    Email and the law
 The Demands:
    Email performance realities
    Authentication
    Reputation
    Engagement
    Your path to the Inbox: The barriers to ROI
 Deliverability Feud – The game show for marketers!
 Receiver changes and expectations
 Final thoughts
Marketing Used to Be So Simple




Private and Confidential
But Not Anymore




Private and Confidential
The Value of Email




    3 Times as many email accounts as FB and Twitter accounts combined
    Total posts on FB and Twitter add up to 0.2% of all email traffic
    Total number of searches on Google, Yahoo and Bing equals just 1.1% of all email traffic
    4X as much email is sent as web sites are visited inclusive of social sites, search sites and
     internet page views combined                                         Source: Smarter Tools
                                                                                       Source: Smarter Tools
    Private and Confidential
The Realities



THEY SEE   YOU SEND
State of the Email State


   Email Deliverability = Brand Management
   Brand Management = Email Reputation
   Good Email Reputation = Better Deliverability
   Email Authentication is a Requirement
   User Engagement is now Paramount for Senders
   More aggressive filter implementation
   More streamlined industry organization/cooperation
   Continued legal | privacy | technology issues remain
   More informed clients as access to information is available
   There are still No Guarantees for delivery to any inbox
Email and the Law


   All major countries have some form of email / online
    regulation and compliance obligations
   Canada to enact the CASL legislation in Q1 2013
   Not all privacy barriers are created equal:
       Privacy standards today are reverse in the US -vs- ROW
       Consent (opt-in) versus non consent (opt out)
   USA: You have several compliance issues to consider:
       CAN-SPAM | States Laws | Child Registries | FTC | FCC
 UK: Privacy & Electronics Communication & Regulation
 The FTC has prosecuted the behavior of an organizations
  partners recently: Affiliate Marketers
 Privacy bill of rights release earlier this year
Performance Considerations

                   Deliverability is YOUR Responsibility

  MAILING          BUSINESS                           DESIGN &           DATA
                                  REPUTATION
  SYSTEMS          POLICIES                           CONTENT         MANAGEMENT
 Dedicated IP         Legal       Public & Private  Design & Text        Frequency
  Shared IP       Compliance         Blacklists    Elements in SL &   Data Collection &
                    Affiliates,   URL Blocklists        Body              Hygiene
Authentication
                  Advertisers &    Abuse Boards       Rendering           Bounce
  Volume &         Advertising
  Frequency                            Spam        W3C Compliant        Management
 Management        Permission       Complaints          HTML           Feedback Loop
                    Practices                            Link           Management
RFC Compliant                      Collaborative
                  Outbound &           Filters       Configuration         Unsub
                    Inbound                         RFC Compliant       Management
                   Processing           User
                                   Engagement          Headers
                                     Web Site
                                   Transparency

 Deliverability: Are the messages received in the inbox?
 Renderability: Are images in emails viewable; do links work?
 Credibility: Do your customers trust the mail is from you?
 Brand Management: Does the email reflect your brand strategy?
The Demands
EMAIL AUTHENTICATION
Establishes YOUR Email Identity
Email Authentication
Email Authentication


 Proof of identity is achieved through the
  following authentication protocols:
     SPF: Sender Policy Framework
     Sender ID
     DK/DKIM: Domain Keys / Identified Mail
     DMARC
Reputation & Engagement
                     =
Engaged Customer | Maximum Deliverability | ROI
Email Reputation


   20% of legitimate email never reaches the inbox
   Blame the ISPs and then look in the mirror
   Your sending reputation plays a MAJOR role
   It’s your sending practices that drive deliverability
   And reputation is all about YOUR NUMBERS
Email Reputation


 Majority of deliverability issues are based on reputation
 Your data that affects YOUR reputation:
      Authentication
      Email volume
      Complaint rates
      Your “Hard Bounce” rate
      Spam trap hits
      Consumer engagement – Very Important!
 To protect your reputation:
    MONITOR your sends
 To repair your reputation:
    FIX THE PROBLEMS – data integrity / confirmed opt-in
ISP Reputation vs. Content Filtering




                       Source: Return Path
                                             18
Email Reputation
Engagement


 Means the degree to which your email subscribers are interested in
  and acting on your email messages
 In the ways you want and expect, including:
    Add to the address book | safe sender lists
    Clicks & opens
    Sales conversions
    Frequency of mail
    Email folder management
 Hotmail’s engagements metrics include:
    Messages read, then deleted by the subscriber
    Messages deleted without being read
    Messages replied to, a tough one in the email marketing space
    Frequency of receiving and reading a message from a particular
      "From" address



                                                                   20
The Barriers to the Inbox
• DELIVERABILITY
• Myths or Realities?

       DELIVERABILITY
            FEUD




  with your charming host, David Fowler


                                          22
Common Myths and Realities



 Let’s start
the show...
There is an ISP “Bat Phone” to call.     There has NEVER been a bat phone.


Authentication gets me delivered         Authentication is a first step in
to the inbox.                            building your identity.

There’s a magic list of words you        Reputation has more influence
can’t use in your content – like free.   today than your content.
                                         Everyone hits the spam button sometime.
Confirmed opt-in members                 If you are confirmed opt in it could be
won’t hit the spam button.               more unlikely.
                                         CAN-SPAM is a minimum threshold of
Being CAN-SPAM compliant will            compliance. Has no impact on reputation
keep me from being considered spam.      or deliverability.

Definition of spam as abusive email.     As opposed to unwanted email.



I’m on a blacklist, is my                It depends on which blacklist you are on.
deliverability going to be poor?         Some are more serious than others.

                                                                                     24
I mail at night because the ISPs             These decisions are being made
do not watch during those hours.             computationally and not by humans.


Send more mail: Increased mail frequency     Incorrect in 2012; engagement is more
will increase your metrics.                  important than quantity.


My sales will decrease if I                  As you build relevancy, you build consumer
use “confirmed opt-in”.                      engagement, which leads to greater ROI.

My list is different so I don’t need         The principles of permission don’t change
“confirmed opt-in”.                          based on list type.

                                             This may eliminate one-time issues, but if
I scrub with a third-party service           your data collection practices are poor,
so my list is problem free.                  you’ll have continued issues.

I have signed up with a third-party reputation These services are based on complaints
service so all my problems are solved.         and user feedback = a work-in-progress.


My ESP is responsible for my                 Your ESP is your partner and not
performance and results.                     responsible for your performance.

                                                                                          25
ISP Changes and Expectations


 Major headcount reduction and consolidation
    Outsourcing postmaster duties, delivery management and functionality
     (FBLs)
 ISPs Have evolved: They don’t consider themselves ISPs
      Creating features that allow the user to control their in-box
      Offering additional filtering options for inbox management
      Gmail, Hotmail, Yahoo! have enhanced user experience options
      User control equates to engagement = This is good (ROI)
 Authentication is a REQUIREMENT now
    Deliverability decision making is a reality
    No authentication: do not pass go straight to the junk folder
Deliverability vs. ISP Remediation

      Deliverability           ISP Remediation
   ROI Insurance           Proactive Outreach
   Client Onboarding       ISP Troubleshooting
   IP Warming              Blacklist Resolution
   Reputation Execution    Re Ramp Planning and
   FBL Management           Execution
   Whitelisting            Reputation Repair
   Execution Management
   Ongoing Management



                                                 27
Final Thoughts

 The song remains the same
 Deliverability is your ROI protector
 Deliverability services are insurance services
 You are still “guilty until proven innocent” with the receivers
 Retention vs. Acquisition email have separate issues and
  challenges associated with their respective models
 Deliverability and ISP Remediation are two separate areas of
  management
     It takes time to solve ISP issues and they can be very complex
 The road to the inbox will evolve as messaging strategies change
 Your mailing reputation cannot be ignored - it WILL follow you!
Thank You
david.fowler@act-on.net
            act-on.com

         Ready Now?
 1 (877) 530-1555 or sales@act-on.com

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Deliverability and The Realities and Demands of Today's Market

  • 1. Deliverability & The Realities and Demands of Today’s Market Presented by: David Fowler | Act-On Chief Privacy & Deliverability Officer david.fowler@act-on.net | #AOWEB
  • 2. David Fowler Chief Privacy & Deliverability Officer @ActOnSoftware #AOWEB
  • 3. Deliverability Wake Up  The Realities:  State of the email state  Email and the law  The Demands:  Email performance realities  Authentication  Reputation  Engagement  Your path to the Inbox: The barriers to ROI  Deliverability Feud – The game show for marketers!  Receiver changes and expectations  Final thoughts
  • 4. Marketing Used to Be So Simple Private and Confidential
  • 5. But Not Anymore Private and Confidential
  • 6. The Value of Email  3 Times as many email accounts as FB and Twitter accounts combined  Total posts on FB and Twitter add up to 0.2% of all email traffic  Total number of searches on Google, Yahoo and Bing equals just 1.1% of all email traffic  4X as much email is sent as web sites are visited inclusive of social sites, search sites and internet page views combined Source: Smarter Tools Source: Smarter Tools Private and Confidential
  • 8. State of the Email State  Email Deliverability = Brand Management  Brand Management = Email Reputation  Good Email Reputation = Better Deliverability  Email Authentication is a Requirement  User Engagement is now Paramount for Senders  More aggressive filter implementation  More streamlined industry organization/cooperation  Continued legal | privacy | technology issues remain  More informed clients as access to information is available  There are still No Guarantees for delivery to any inbox
  • 9. Email and the Law  All major countries have some form of email / online regulation and compliance obligations  Canada to enact the CASL legislation in Q1 2013  Not all privacy barriers are created equal:  Privacy standards today are reverse in the US -vs- ROW  Consent (opt-in) versus non consent (opt out)  USA: You have several compliance issues to consider:  CAN-SPAM | States Laws | Child Registries | FTC | FCC  UK: Privacy & Electronics Communication & Regulation  The FTC has prosecuted the behavior of an organizations partners recently: Affiliate Marketers  Privacy bill of rights release earlier this year
  • 10. Performance Considerations Deliverability is YOUR Responsibility MAILING BUSINESS DESIGN & DATA REPUTATION SYSTEMS POLICIES CONTENT MANAGEMENT Dedicated IP Legal Public & Private Design & Text Frequency Shared IP Compliance Blacklists Elements in SL & Data Collection & Affiliates, URL Blocklists Body Hygiene Authentication Advertisers & Abuse Boards Rendering Bounce Volume & Advertising Frequency Spam W3C Compliant Management Management Permission Complaints HTML Feedback Loop Practices Link Management RFC Compliant Collaborative Outbound & Filters Configuration Unsub Inbound RFC Compliant Management Processing User Engagement Headers Web Site Transparency  Deliverability: Are the messages received in the inbox?  Renderability: Are images in emails viewable; do links work?  Credibility: Do your customers trust the mail is from you?  Brand Management: Does the email reflect your brand strategy?
  • 14. Email Authentication  Proof of identity is achieved through the following authentication protocols:  SPF: Sender Policy Framework  Sender ID  DK/DKIM: Domain Keys / Identified Mail  DMARC
  • 15. Reputation & Engagement = Engaged Customer | Maximum Deliverability | ROI
  • 16. Email Reputation  20% of legitimate email never reaches the inbox  Blame the ISPs and then look in the mirror  Your sending reputation plays a MAJOR role  It’s your sending practices that drive deliverability  And reputation is all about YOUR NUMBERS
  • 17. Email Reputation  Majority of deliverability issues are based on reputation  Your data that affects YOUR reputation:  Authentication  Email volume  Complaint rates  Your “Hard Bounce” rate  Spam trap hits  Consumer engagement – Very Important!  To protect your reputation:  MONITOR your sends  To repair your reputation:  FIX THE PROBLEMS – data integrity / confirmed opt-in
  • 18. ISP Reputation vs. Content Filtering Source: Return Path 18
  • 20. Engagement  Means the degree to which your email subscribers are interested in and acting on your email messages  In the ways you want and expect, including:  Add to the address book | safe sender lists  Clicks & opens  Sales conversions  Frequency of mail  Email folder management  Hotmail’s engagements metrics include:  Messages read, then deleted by the subscriber  Messages deleted without being read  Messages replied to, a tough one in the email marketing space  Frequency of receiving and reading a message from a particular "From" address 20
  • 21. The Barriers to the Inbox
  • 22. • DELIVERABILITY • Myths or Realities? DELIVERABILITY FEUD with your charming host, David Fowler 22
  • 23. Common Myths and Realities Let’s start the show...
  • 24. There is an ISP “Bat Phone” to call. There has NEVER been a bat phone. Authentication gets me delivered Authentication is a first step in to the inbox. building your identity. There’s a magic list of words you Reputation has more influence can’t use in your content – like free. today than your content. Everyone hits the spam button sometime. Confirmed opt-in members If you are confirmed opt in it could be won’t hit the spam button. more unlikely. CAN-SPAM is a minimum threshold of Being CAN-SPAM compliant will compliance. Has no impact on reputation keep me from being considered spam. or deliverability. Definition of spam as abusive email. As opposed to unwanted email. I’m on a blacklist, is my It depends on which blacklist you are on. deliverability going to be poor? Some are more serious than others. 24
  • 25. I mail at night because the ISPs These decisions are being made do not watch during those hours. computationally and not by humans. Send more mail: Increased mail frequency Incorrect in 2012; engagement is more will increase your metrics. important than quantity. My sales will decrease if I As you build relevancy, you build consumer use “confirmed opt-in”. engagement, which leads to greater ROI. My list is different so I don’t need The principles of permission don’t change “confirmed opt-in”. based on list type. This may eliminate one-time issues, but if I scrub with a third-party service your data collection practices are poor, so my list is problem free. you’ll have continued issues. I have signed up with a third-party reputation These services are based on complaints service so all my problems are solved. and user feedback = a work-in-progress. My ESP is responsible for my Your ESP is your partner and not performance and results. responsible for your performance. 25
  • 26. ISP Changes and Expectations  Major headcount reduction and consolidation  Outsourcing postmaster duties, delivery management and functionality (FBLs)  ISPs Have evolved: They don’t consider themselves ISPs  Creating features that allow the user to control their in-box  Offering additional filtering options for inbox management  Gmail, Hotmail, Yahoo! have enhanced user experience options  User control equates to engagement = This is good (ROI)  Authentication is a REQUIREMENT now  Deliverability decision making is a reality  No authentication: do not pass go straight to the junk folder
  • 27. Deliverability vs. ISP Remediation Deliverability ISP Remediation  ROI Insurance  Proactive Outreach  Client Onboarding  ISP Troubleshooting  IP Warming  Blacklist Resolution  Reputation Execution  Re Ramp Planning and  FBL Management Execution  Whitelisting  Reputation Repair  Execution Management  Ongoing Management 27
  • 28. Final Thoughts  The song remains the same  Deliverability is your ROI protector  Deliverability services are insurance services  You are still “guilty until proven innocent” with the receivers  Retention vs. Acquisition email have separate issues and challenges associated with their respective models  Deliverability and ISP Remediation are two separate areas of management  It takes time to solve ISP issues and they can be very complex  The road to the inbox will evolve as messaging strategies change  Your mailing reputation cannot be ignored - it WILL follow you!
  • 29. Thank You david.fowler@act-on.net act-on.com Ready Now? 1 (877) 530-1555 or sales@act-on.com

Editor's Notes

  1. Hello, I’m thrilled to be here today! I’m going to give you an overview on the Best Practices in list Segmentation. So Who am I… My name is Jeff Linton – Manager, Product Marketing with Act-On Software – Little about me …I have not always been in Marketing I actually started here in SALES on January 2nd of 2011 as number 16th in the company. I tell this to you because I may be one of the only people in marketing that likes sales and the only sales guy that liked marketing…. Really, I’m in a great spot with a great company – in fact Today our new hire training class ( that’s in our conference room as we speak ) consists of 27 new individuals to acton, yes we have be very very busy to say the least… Before we get started I’d like to cover a few details about today session. For those on twitter you follow us and tweet during the session using the hash tag A O W E B.One more thing….
  2. 3 times as many email accounts as FB and Twitter accounts combinedTotal posts on FB and Twitter add up to 0.2% of all email trafficTotal number of searches on Google, Yahoo and Bing equals just 1.1% of all email traffic4X as much email is sent as web sites are visited inclusive of social sites, search sites and internet page views combined