Consent Matters: What the Canadian Privacy Legislations (CASL) Mean to Email Marketers

Tuesday, November 15, 2011 by eec Blog Contributor
Wow, that hour went fast!  The estimable Shaun Brown, partner, nNovation LLP, a law firm based in Ottawa, Ontario, Canada, spoke about the new Canadian privacy legislation – referred to as Canada’s Anti-Spam Legislation (CASL – an acronym that many speak like the word “castle”) – that has many email marketers confused on compliance requirements and timing.  Listen to the November 10th webinar (and we highly recommend it) for free here.

Brown compared CASL to something many of us already know – the U.S. CAN-SPAM law of 2003.   Bottom line:  In many areas – permission, notice, coverage and risk – CASL is much broader.
  • Scope:  CASL covers not just anti-spam, but also anti-malware, anti-hacking, and through related amendments to other legislation, control of content and misleading information, as well as privacy of personally identifiable information (PII) (harvesting, dictionary attacks).
  • Application/Jurisdiction:  CASL covers any message sent from or accessed by a computer in Canada (regardless of where the sender is located).  We are talking about all electronic messaging – email, instant messaging, SMS, social – plus anything new that comes along.  (Fax and voice are covered by Canadian do no call regulations.)
    1. Note that there is no minimum number of messages. So sending one message is enough to put you under jurisdiction of the law.
  • Coverage:  CASL applies to commercial activity, defined pretty broadly.  For example, Brown said in the webinar, if you are promoting a person who normally promotes a product or service or business opportunity -  even if you are not specifically promoting that product, service or business opportunity in the message -  then your message is covered.  
    1. Note also that any message sent to seek consent is considered commercial – so you can’t send a request for consent. There are no exceptions for research studies, for example. “This will have to play out in the courts in deciding what is ‘commercial,’” Brown said.  “I would not be surprised if this was challenged.” As the law is enforced, Brown says, we will have more guidance on what is considered “commercial” under the Act.
Compliance with the anti-spam aspects of CASL encompasses three broad categories:
  1. Prior consent – defined as either express or implied.  Both are acceptable for all situations and of equal value.  (Implied does expire, though.)
      a.    Express: Must include clear notice and the provision of a set of prescribed info from subscribers when providing consent.   The owner or any authorized user of the email address must give the consent.
      b.    Implied:  The Act deems implied consent when there is an existing business relationship (e.g.: a customer who has purchased in the past two years, or if there is a contract or a subscription which has been active in the past two years.)
      c.    Once consent is implied (e.g.: a purchase), you generally have two years to send messages in compliance (or obtain an express opt in).  An express consent never expires, and is valid until the individual withdrawals consent.
  2. Information
      a.    Must include contact information for the sender and the subscriber.  It is not clear in the law what this must include.
      b.    Regulations are expected to define this further.
  3. Unsubscribe
      a.    An unsubscribe opportunity must be provided in all messaging and be available for  60 days post delivery.
      b.    Unsubscribe requests must have no cost, and use the same means by which the message was sent (unless impractical), either via replyto: or a link.
      c.    Must be processed “without delay” (and within 10 days) with no messages sent after the request.  This aspect may also be defined further with regulation.  “Senders must be able to demonstrate that you put forth a best effort to act on unsubscribe requests quickly, with the intent to stop messages,” Brown advises.
CASL was created with both public and private enforcement opportunity.  The Canadian Radio & Telecommunications Commission (CRTC) is charged with enforcement.  This is a civil enforcement agency, there are no criminal provisions.  There is a private right of action available to any individual impacted.

Right now, the law is not in force.  It was passed in December 2010 and regulations were published for comments this past summer. The Government is still working through those comments (there were many!).  No timetable is published for a second set of regulations; however Brown expects something by early 2012.   The government is also setting up a Spam Reporting Center, which will be a website to gather evidence and monitor trends as well as provide consumer education.

Key differences from CAN-SPAM
In preparation for enforcement, Brown recommends three primary areas for marketers and senders:
  1. Check your lists. Do you have consent – and evidence of consent?  The burden is on the sender to prove consent.
  2. Check location of subscribers where possible.  The law doesn’t care what the domain of the address is, or if the sender has a clue where the recipient is.  If the message is received on a computer in Canada then it applies.  If a sender does make an attempt to gather this data, This may be a factor in exercising the due diligence defense, where no one can be charged if they have shown due diligence to comply.  “Be sure you have a business objective in NOT complying with the Canadian legislation,” Brown says.  Note that reconfirmation of some permission grants may be necessary.
  3. Watch for regulations re: content of messages. The regulations will clarify the information required when obtaining consent as well as when sending a message.

As with any legislation, the devil is in the details.  The Email Experience Council recommends that you have legal counsel review the law and determine the next best steps for your organization. In the webinar, Brown gave his thoughts on some key business issues and applications:
  • Liability of service providers.  Telecom/ISPs are generally going to be exempt from liability under the anti-spam provisions where they merely provide the telecommunications service allowing the message to be delivered. However, it’s not clear if this applies to email delivery service providers.  “If you are merely providing a ‘do it yourself’ service and the customer manages the list and the unsubscribe, then it may be that the delivery provider is covered under the Telco exemption,” Brown says.  “This may be different if you offer a full service offering.”
  • Ownership of the message, for example, placing ads in an editorial newsletter or providing the name of the email delivery vendor in the message itself is not directly addressed in the law.  “In my view it doesn’t make sense from any perspective to say that the ESP is sending on your behalf, for example identifying the ESP in the message,” Brown says.  There were a number of comments on this as the regulations were reviewed this past summer, and Brown hopes that some clarity will be offered in future revisions.
    1. This brings out the question of where an agency or service provider is vulnerable by trusting their client.  If the agency or ESP sends unsubscribe data to the sender, is the agency responsible if the client doesn’t take action?  “The law is broad, so if you are aiding or causing company to avoid compliance, then you are potentially responsible.  The way to manage risks like this is to inform your customers of their obligations, make sure you have the appropriate language in your agreements, and ensure the relationship agreements are clear who is taking responsibility for managing unsubscribes requests,” Brown advises.
  • Transactional messages.  The legislation does not refer to “transactional” messages.   The law does cover some types of messages that could be considered transactional (e.g.: service notices or warranty information).    The law states that these types of messages require an opt out.  “This somewhat confuses the issue, by listing out messages that, in many cases, are likely not commercial electronic messages and therefore not covered by the Act to begin with,” Brown explained.
  •   Point of Sale.  What if you ask verbally for consent at the POS?  Brown says that the original draft regulations from the summer declare that consent must besought in writing only.    However, this may be removed based on the amount of comments against it. “I would like to think that if you are entering this into a system form, and there is a date stamp, that this would meet the evidentiary burden under CASL,” he says.
    1. There is no legal requirement to send a follow up message, but “It’s always good idea to remind people of their subscription and why they have provided consent.  It’s more of a relationship issue than a compliance issue,” Brown says.
  •  Is list rental dead?   A properly compiled permission based list is quite valuable, and the law does not forbid the rental of them.  “It’s not dead, but CASL places a higher onus on list owners and senders to make sure it’s done properly,” Brown says.
    1. The act of appending is not covered under CASL. It is likely covered under privacy laws, particularly if you are making changes to PII footprint without consent.  There may be some situations where appending data is allowed under CASL.   If you have a business relationship – e.g. purchases in the past year – then this append may be in compliance with the CASL legislation.
  • Mobile Access.  No one anticipates that certain one-off situations will be covered under CASL (e.g.: a US citizen goes to a coffee shop in Toronto and checks his Gmail account).  Brown expects that the government also did not intend to the law to apply to Blackberry users worldwide when accessing email (e.g., through RIM servers located in Canada).   “I think the intention is not to apply the legislation so broadly,” he said.  It’s not clear how data centers for companies that are not Canadian based will be treated – although Brown expects that they will need to comply just as if the entire company was based in Canada. Messages sent from those centers will be “Canadian” under this law.
Many thanks to Shaun Brown and nNovation LLP for an excellent presentation and generous review of so many audience questions. nNovation LLP is a pre-eminent Canadian law firm that advises companies, industry associations and other private and public sector parties in their business relationships and practices, and in connection with a broad range of Canadian regulatory regimes. With several years of experience both in the public and private sectors, Shaun’s practice focuses on emarketing, ecommerce, privacy, and access to information.   

Thanks also to the eec's Deliverability & Compliance Roundtable, led by Matt Rausenberger of Return Path and Dennis Dayman of Eloqua, for sponsoring and organizing this event.

If you are not an Email Experience Council member, please join us for free access to these kinds of event and resources.  If you are a member and would like to join one of our member Roundtables (committees), please email Ali.


- Stephanie Miller
eec Co-Chair




Top 10 Takeaways From Video Email Webinar

Tuesday, October 25, 2011 by eec Blog Contributor
The eec hosted a webinar this month highlighting the role of video in email.  Luke Glasner of Red Pill Email moderated and Justin Foster of LiveClicker and Rory Carlyle of Carlyle, Inc. contributed to the panel discussion.  The audience was engaged throughout as we learned about video email best practices, case studies, and technical requirements to achieve strong deliverability with video in email.  Download the webinar recording.

Top 10 takeaways from video email webinar:

1.  Video is a growing trend that email marketers need to pay attention to.  Video viewing time increased 26% year-over-year in the USA from August 2010 to August 2011.  180 million people, or 86% of the US Internet audience, viewed online video in August of 2011, according to comScore.  Marketers are taking notice, with video ad spend projected to increase 22% from 2011 to 2012 (eMarketer).  An August 2011 report by Forrester Research showed online video was perceived as the channel most poised to increase in effectiveness over the next three years by interactive marketers, behind only mobile marketing and created social media.

2.  Using video for video's sake is not a good enough reason to use video with email.  Marketers need to decide whether the application of video creates additional value for subscribers before deciding to employ this tactic.  Simply using video because it is "cool" is not a good enough reason; marketers need to first consider whether the storytelling power of video can be used to more effectively entertain, engage, or excite subscribers, build trust, stir the imagination, or persuade the subscriber to take an action vs. other techniques.

3.  Video is proven to be an effective tactic to boost email campaign performance, but only when best practices are applied.  Simply using the word "video" in the subject line of email has been demonstrated to help achieve increases in open rates of up to 20% vs. an identical message body without the word "video" in the subject line.  Video in email examples illustrated a 200% increase in CTR in a controlled A/B split in one example, 67% higher CTR v. average campaigns in another.  Still, if best practices are not used, video can annoy subscribers, distance marketers from subscribers, and even drive up negative metrics like unsubscribe rates.

4.  Video does not alter the fundamental rules of smart email email marketing.
Relevance still rules.  Marketers need to think about who to engage with video; use of past clickthrough data, web analytics data, or customer demographic data are all possible sources of valuable targeting information.  Knowing which subscribers have watched video in the past can be especially helpful when developing segments for video email.

5.  Video production does not need to be difficult or expensive; marketers can make it so.  There are several techniques that can be used to minimize the amount of time required to generate videos for campaigns, such as: 1) use existing content developed in-house or by partners (just make sure you have permission) 2) If your brand is tolerant, carefully assess the production values you really need to accomplish the goal of the campaign.  It is possible to create HD video content in-house, with a full camera setup and set, for $4,000 - $5,000.  Hiring a professional or an agency is also an option, but many marketers make the mistake of thinking that video has to be expensive, when in reality video is only expensive when the marketer's production requirements make it so.

6.  Choosing which technique to use for leveraging video "in" email is a creative and cost decision.  Period.  There are benefits and drawbacks of each method of including video in email.  Concerns over deliverability, campaign send speed, or mail client support should not dictate the decision of "in" or "with" because technologies exist in the market to detect what email client a subscriber is using, and then automatically serve a compatible version of the video asset, animated .GIF video, or still image directly in the email based on what the mail client supports.  If a marketer has a creative aversion to using any of these creative treatments, it is easy to exclude the use of that treatment without having to cut the list.  Further, deliverability concerns can be alleviated simply by employing best practices in coding email messages.

7.  If using video in email, internal education is key.  Not all mail clients support full video in email, including Outlook 2007 and Outlook 2010.  If you use one of these programs at your place of work, consider setting internal expectations so that stakeholders know what to expect.  While video in email support is not yet consistent across mail clients, as of June 2011 an "average" B2C marketer could expect to deliver "full" video in email to approximately 37% of the list, animated .GIF video to 50% of the list, and static image to 13% of the list.  Your results will vary based on your list's composition.

8.  Email marketers need to treat video as more than a "one off" experiment.  Since we belong to a metrics-focused industry, many email marketers choose to "one off" test video in email to see if it "works."  This is a terrible mistake because it does not allow the marketer to understand what about the video is driving results.  There are many different types of video content; some videos will work better than others.  Therefore, it is important when testing video to at minimum test over a series of campaigns (I recommend at least 3).  Only by looking at video in the context of several campaigns will marketers begin to discover what works and doesn't work for the brand.

9.  Know the lead times involved.
  Most email marketers have not used video with email before.  If it's your first time, consider planning the video a full two months prior to the campaign launch.  Since video requires different techniques and tools to create and encode, try to give yourself a buffer and a Plan B far in advance.  If you already have access to video content, plan on adding an additional three to four hours per campaign for any testing or troubleshooting.

10.  Follow best practices.  Among them: 1) set the subscriber's expectation for video by calling the video out in the subject line (this is especially important for animated .GIF videos, which auto-play)  2) Use a "play" button in the video "player" to signal the subscriber can play the video.  3) Highlight in the email what "happens" when the video is clicked.  Because watching a video requires the subscriber to invest his scarce time, it is important to communicate the value you are promising up-front to prevent disappointment 4) Serve a "right click to play" message as the first frame of the video for Hotmail users (because player controls aren't supported yet in Hotmail) 5) Keep animated .GIF videos to 30 seconds or less.  Since animated .GIF videos don't support sound, they are most effective as "teaser" content.

BONUS TAKEAWAY:  Be clear with your campaign goals up front and do not over-hype or over-promise results.  Video email is still new and best practices are still emerging.  In my experience, the marketers that have gone on to be most successful with video email are those who took the time to learn about video in email, took the time to educate their managers and peers, and treated video email as an "experiment."  If you promise the moon, you'd at least better be able to jump off the ground.




What Are the Standard Features Any Email Marketing System Should Have? It Depends

Tuesday, July 5, 2011 by Marco Marini
If you ask which standard features to look for in an email marketing system, you’re asking the wrong question. The correct question is what do you need. Here’s why…

"It depends."
Recently at a marketing conference, one of the speakers stated that consultants are notorious for starting their answers with phrases like, "It depends."

Clients might think that’s a runaround. It’s not. Quite often, the answer to a client’s question isn’t, “If you do X, you will get Y”. Quite often it’s, “It depends.”

That’s also the way to start off any answer to any question about the features to look for when considering an email marketing system. It depends on what your needs are.

If choosing an ESP or email marketing system meant looking for standard features only, we likely wouldn't have over 100 ESPs to choose from. If there were standard features that narrowed down your choice and made comparisons easy, many of us would likely be out of business.

In reality, email marketing systems come with a wide range of capabilities in order to fulfill a wide range of business requirements. As a result, comparing email marketing systems or ESPs is like comparing apples to oranges.

If you can't simply start with a checklist, then where do you start? You start with your requirements. That is your checklist. The question shouldn’t be, "What features should we look for?" Rather, "What features do we need?"

Two factors you must consider
There are two factors you must consider no matter the ESP or email marketing system. One is the deliverability rate and the other is uptime. No matter the provider or system you choose, the deliverability rate and the uptime have to be as high as possible.

Uptime is easy to determine: Ask.

However, with deliverability "it depends" because it will vary for everyone. If one ESP gets a 97.3% deliverability rate for one customer and list, it doesn’t follow that they’ll achieve that same deliverability rate for another company with a different list. To make sure you choose an ESP or system with the highest deliverability rate for you, try and take your choices for a test drive, using the system to mail to your own list to test deliverability.

Unfortunately there isn't any one checklist that’s going to help you find the features you must have, but finding an ESP with an uptime of 99.5% or higher and high deliverability among its IP addresses is key to finding an ESP that is going to serve your best long-term.


- Marco Marini
CEO
ClickMail Marketing
 

Build vs. Buy: The real cost of building an email solution

Tuesday, May 10, 2011 by Marco Marini
The trend for several years now has been away from building and toward outsourcing, yet some organizations still think building an in-house email marketing solution is the way to go. The market offers numerous ways to build your own in-house solution. But what's the real cost?

Some organizations have so much IT talent that they think they can build their own email marketing system. A perceived cost savings typically drives this decision. Would they consider building their own print shop? Probably not. It's a matter of sticking with your core business vs. being your own vendor.
 
There are so many possibilities for email platforms these days. ESPs have been around for over a decade. They are a tried-and-true way to go as the "buy" option for companies preferring to outsource the infrastructure. If an ESP isn’t for you and your organization plans to build, I offer some factors to consider to help you determine the real cost.
 
There's a real cost to building that must be considered. It's a capital expense vs. an operations expense. But building comes with operational expenses too…and the cost of not having certain competitive capabilities.

"Building" can mean a variety of approaches to your email marketing system. It might mean you're buying a server from StrongMail or using an online solution like Amazon Cloud. It can also mean you’re building from scratch. There are sending solutions where sending is hosted but you still have to do the front end. No matter the route you go, if you build, you will have to manage the hosting, maintenance, firewall, integration and more. Much more. When you “buy,” you’re outsourcing the infrastructure and getting invaluable additional benefits as well, including deliverability, currency and relevance-enabling tools.
 
Deliverability
Deliverability is critical. It directly impacts your email marketing ROI. If an email isn't delivered, you have zero potential for an impression or sale. In fact, you don't even get to work a little brand awareness in there. An undelivered email might as well not exist. When you buy—meaning outsource—your email solution, you get a team of postmasters who will keep your email deliverability rate up. When you’re doing this in-house and you run into an email delivery problem, you’ll either have to  hire a consultant to help or be willing to dedicate your IT team’s time to figuring out the problem – which is not easy to say the least.

Currency
Plus there's staying current. ESPs are constantly evolving, continually adding new features to keep up with email deliverability requirements and consumer expectations. If you build your own, you are essentially freezing yourself in time. For some organizations, the incremental cost for email goes away. But you still have IT costs. It's a business decision and there are tax implications as you consider capital vs. operating expenses.
 
Relevance
To compete in the inbox in 2011, you must have relevance-enabled tools. Those tools used to cost thousands of dollars. Today they cost hundreds...when you outsource. Relevance-enabled technologies include trigger-based and event-driven emails, lifecycle and drip campaigns, and dynamic content. You can build out these capabilities, but the undertaking is massive. And massive means pricey because you're talking payroll costs and lost opportunities while you wait for your solution to be built and deployed.
 
Top-tier ESPs have this relevance-enabling technology built in to their platforms. That means "buying" instead of "building" lets you take advantage of these competitive advantages from day one.
 
Relevance also requires website analytics resulting from a recipient interacting with an email. Many web analytics platforms can track this at a macro-level, but the real value comes when the data is tied to a specific email address. If you don't have the tight integration required to give you insight from web analytics, or integration with your CRM system, you won't be able to do truly relevant, targeted email marketing.
 
How long will it take to build and deploy?
If your IT department says it will take six months to build, plan on 12 to 18 months before you're fully functional with all the features you want. Can you wait a year and a half for a good email marketing system? While your competition is emailing your target market, you won’t be…or at least you won’t be at the level of effectiveness you want, meaning your competition will likely win out.
 
Don't forget the payroll costs
Consider the staff time and associated payroll costs. If you're going to build and maintain in-house, you’ll need at least two staff people trained so you'll always have someone on hand if problems arise. In addition to the IT aspects of building and maintaining an email solution, at least one of your employees must have expertise in email areas like privacy, working with ISPs, deliverability issues, protecting your online sending reputation, being CAN-SPAM compliant and more. If you plan to design your own emails or use rich media email, you’ll also need someone who is an expert and who will take into account rendering issues in different email clients and on handheld devices too. That’s three staff people. What does that add up to when you add in all the benefits, taxes and other costs of adding a body to your payroll?
 
Unless you are sending hundreds of millions of emails monthly, outsourcing is cheaper...and safer. Building might look cheaper at the outset, but the cost is going to be higher than you anticipate. If email isn't core to your business, outsource. If it is core to your business, absolutely critical, maybe build. Maybe. But consider every single cost.


- Marco Marini
CEO
ClickMail Marketing

Available Now: Our Brand New Podcast Series

Friday, April 22, 2011 by eec Blog Contributor
The List Growth and Engagement Podcast is a series of interviews with recognized leaders in email list growth and engagement. Need-to-know insight on growth strategies, deliverability and list hygiene from the field's recognized experts is broken down into focused chunks of easily digested information.

Interviews are conducted by members of the Email Experience Council's List Growth and Engagement Roundtable. Hear directly from the trenches on what to do and what not to do, to grow and maintain a robust email list.

Stay tuned as we'll be adding more podcasts featuring email marketing experts.

A Call to Action for Standard Email Metrics

Wednesday, December 15, 2010 by Stephanie Miller

 

The email marketing industry needs standard reporting and metrics.

Today it is impossible to compare and benchmark response and deliverability rates across the industry because marketers get reports with different terms based on different calculations. Marketers are restricted in comparing reports and synchronizing data when looking to evaluate or change email broadcast vendors.

Inaccurate or inconsistent metrics diffuse the credibility of email marketers.  If our own metrics cannot conform to benchmarks, we lessen our ability to convince senior management and fellow digital marketers of our success.  It also hinders our ability to negotiate for resources.

You can help.  Read the quick background here and then take action with the links below.

The email marketing industry may be ignobly unique among direct and online marketing disciplines for our lack of measurement standardization.  For the past two years, the members of the eec Measurement Accuracy Roundtable (a volunteer member committee)  have wrestled with the problem of a lack of a consistent and unified standards for the most basic email metrics such as delivered, open and click.

 
Through our work, the Roundtable has built a foundation for industry standardization for these basic but important metrics.

We have created (and vetted) new definitions of key measures so that they are not only accurate, but the names accurately reflect the measure.  (You can read in past eec blog postings about the struggles and debates to come up with terms we could all support.)  Latest definitions are here.


We have surveyed dozens of email broadcast vendors (ESP's and MTA/on-premise providers) in order to audit existing reporting and gauge the level of variance across the industry.  Please note that the eec Roundtable does not support or claim that any one provider's method of calculating common metrics is better than any other.  Many ESP's and other broadcast vendors participated in the development of these definitions.  We are very grateful for their support.

The Roundtable has repeatedly come to the industry – practitioners, eec members and thought leaders – to gather feedback and insights.

Now it's time for action.


Here's how you can help us start the ball rolling.  Join our launch efforts now.


Voice your support (or dissent) for standardization of metrics in our industry.  Take this one question survey.

Read the definitions

Tell us your thoughts and send in any corrections to the Roundtable.

CommitSign the petition to advance standard metrics now.

Join the Roundtable (eec members only).  Just email Ali at the eec.

Please place your comments below.  And stay tuned!

Thanks to the hard working members of the eec Measurement Accuracy Roundtable! 

- John Caldwell & Luke Glasner, eec Measurement Accuracy Roundtable Co-Chairs

 

 

Your Chance to Make a Difference

Thursday, October 28, 2010 by eec Blog Contributor
All year long, the eec Member Roundtables and Advisory Committees work hard to produce relevant, timely content to help you become a better email and digital marketer.  Members who participate in these groups are truly the backbone of the eec and of the industry.

Now's your chance to get involved and make a difference in the email marketing industry!  Members can email Ali to sign up.

We have 4 active Roundtables:
  • Cross-Channel Integration
  • Deliverability & Rendering
  • Email Design
  • List Growth & Engagement
And we have 3 active Advisory Committees:
  • Member Initiatives
  • Speakers Bureau
  • Measurement Accuracy

List Growth and Engagement Survey: Are you on the right course to building a stronger list?

Thursday, September 16, 2010 by eec Blog Contributor
Take a short survey from the eec’s List Growth and Engagement Roundtable covering best practices for building and maintaining high-performing email lists:
  • Deliverability
  • Segmentation
  • Sourcing
  • Measurement
  • Automation
  • Brand

The survey is divided into six sections and should take less than 10 minutes to complete. All individual results from the survey will be kept confidential. Aggregate results and analysis, including recommendations in key areas of interest, will be made available in the future via the eec site.

Thank you for your participation!

The Very Real Risks of Aggressive List Growth Tactics

Wednesday, September 15, 2010 by eec Blog Contributor
We all want a big email marketing list, but we also want to respect subscriber interests, protect the assets of our email program and maintain a solid foundation for revenue growth.  There is a bit of a high wire balancing act sometimes when our organizational goals include having *both* a large and active file.

At this month’s meeting of the eec's List Growth & Engagement Roundtable, a group of industry practitioners discussed a common – and often uncomfortable – situation of email marketers everywhere.  The boss says in that big, growly voice, “Get me a big file of email subscribers - now!”  Yet, the types of tactics that grow a list aggressively can have real risks for response, loyalty and inbox deliverability – which puts your entire program in danger.  No level of growling will change that result.  Here are some ideas from the group about how to approach this somewhat tricky balancing act.   

“I remember a million member push program from one of our clients that was successful in building a big file, but created inbox deliverability and sender reputation problems for many, many months,” says Nancy Harris, Sr. Manager of Deliverability at Fishbowl.  A restaurant wanted to get one million subscribers in their restaurant e-club (a loyalty program).  The promotion was intended to encourage current members to invite lots of friends in order to win a big cash prize. The new member would receive a free meal for joining the program.  “It worked on one level,” Nancy says.  “It was successful in reaching a lot of people and they did reach their goal of one million subscribers.. 
 
“The problem was that the list quality was terrible.  We immediately saw blocking and blacklisting due to unknown users (bounces) and complaints, which took us more than a few months to correct.   Not only did this client have ongoing inbox deliverability issues, but there were also questions about the quality of the people who became new members.  They were not really interested in dining at this restaurant regularly, or receiving ongoing email communications from them.”
 
If that restaurant did the math, they may find that this program was successful in the short term. It cost them some number of tens of thousands of dollars to set up and run the promo and they got a million new members.  Remember, too, that email is a lot cheaper to send than printed postcards – and it’s very efficient in terms of time to market, so this ROI was returned quickly. The cost per new member was very small.    Short term, that could make sense.  However, long term, they destroyed their sender reputation and did not receive revenue from the majority of the new members – these people were not committed to the restaurant and did not frequently dine there.
 
This business cycle issue haunts many an email marketing decision, says Stephanie Miller of Return Path.   “Short term, you can broadcast to your file and you earn revenue.  Long term, however, you may see serious consequences, all of which have a real cost.”
 
Consider these factors in determining the cost of the new subscriber acquired through a sweeps or promotion like the million member push described above:
  1. Depressing your sender reputation due to high complaints (which limits your email marketing opportunity for all subscribers by limiting access to the inbox) – this could be a drop in inbox placement of 10% - 50% of your file every time you mail;
  2. Churning your file – people who leave by complaints, unsubscribe or filtering – and need to be replaced at some cost per subscriber;
  3. Lower loyalty of good customers by bothering them with irrelevant promotions – the cost of this could be a penny a person or it might be higher depending on the type of brand relationship you need for your business;
  4. Losing the opportunity for future email marketing because they unsubscribed, complained or are just ignoring you from now on.
“When you calculate the true cost of the aggressive list growth program, factor in these costs as well.  And then make a business decision based on long term customer value and satisfaction,” Stephanie says.
 
“We run into this balancing dilemma when we suggest a list hygiene or list cleansing audit,” says ExactTarget's Nate Romance who is also co-chair of the Roundtable.  Most clients see value in doing a re-engage and send a win back campaign to the portion of the file which is non-active, Nate says.  “However, many will opt for reduced frequency as opposed to suppression of those subscribers who have not responded in a long time. That allows them to keep a big number for list size.”
 
Nate says that when he starts to discuss these issues with marketers, some see the value in keeping “dead” or “nearly dead” records on the file because with a baseline of zero, any interaction will be a rise in response.  However, usually it takes more than just continued hammering at the inbox door, he says.  “Sometimes sending the best of the best offer that month rather than weekly will increase response rates,” he recommends.  The rest of the group agreed, however, that dialing back frequency has not ever significantly improved response rates.  “The risk to your sender reputation is real when you keep non responsive records on the file,” adds Stephanie of Return Path.  “I never think that risk is worth the small chance that a couple people will respond at some future point.”
 
Nancy from Fishbowl adds that a similar practice is common when marketers try to build a list quickly – they sacrifice quality for quantity.  “I see a lot of what I call ‘deceptive list building,’” she says.  This is when a marketer does a sweeps or promotion with vague email permission just to build the file quickly.  “That lack of express consent can be a problem for deliverability and response rates and has a real cost for determining the value of such a venture.”
 
Such practices often are not well measured, and so it’s hard to determine the impact – good or bad.  “When someone gets more aggressive they might do campaigns that are intended to build the list quickly and then they don’t track by source so that we can’t always associate the promotions with complaints and response (or lack of),” Nate from ExactTarget says.  “I always recommend that we tag these folks or track source so that in six months we can check the quality of the list and the real success of the campaign.” 
 
“It’s so interesting that we marketers are good at thinking about LTV of a subscriber when we pay for them – as in a media buy or PPC search campaign,” Stephanie adds. “But when we acquire email subscribers through these “organic’ measures, we don’t always track by lifetime value, we track by the initial sign up.” 
 
Nancy agrees.  “The value of someone when they are new to the file may be different than the same person six months down the road.  We often see that there comes a point, especially for smaller files, that the file stabilizes at a certain number because of loss. New subscribers come in at a steady pace, but subscribers are also lost due to list aging and fatigue,” she says. 
 
That is a very good argument for making sure that list growth is an ongoing commitment, and not a onetime promotion. 
 
What are you doing to consistently grow your email file with active subscribers? Do some of these points resonate? Please comment below, or join the eec List Growth & Engagement Roundtable to participate in future discussions like this.


- Stephanie Miller
Vice Chair, eec
VP, Global Market Development, Return Path

Pull the Trigger for Targeted Messages and Higher ROI

Wednesday, August 25, 2010 by Marco Marini

When do fewer emails mean higher ROI? When your emails are hyper-targeted and truly one-to-one. That doesn’t mean you need a huge team of people contacting customers one at a time, like the telemarketers of old.  It only requires you to tap into existing technology and know-how to make it happen.

 

I like to say “happy birthdays mean happy profits” because birthday emails are a perfect example of this concept. When someone subscribes to get your emails, you get their birth date along with the other data you gathered about them upon signup. That date goes into your system and on or near the customer’s birthday, depending on how you have it configured; an email is automatically triggered offering a birthday bonus of some kind, like a free ice cream cone if you work for a chain of sweet shops, or a free movie rental if you’re marketing your video stores.

 

These emails get a remarkably high response rate because they are so targeted…and therefore, welcome.

 

You’re not limited to birthday emails, however, nor are triggered emails only appropriate for B2C marketing. Triggered emails come in three types—recurring, transactional and threshold—and can be used in a variety of circumstances:

  • A recurring email can be a birthday email like we’ve described above, or could happen a certain period after a purchase, to remind a customer that it’s time to renew
  • A transactional email can be one email, like a follow up to a purchase or download, soliciting feedback, or even a drip campaign following a purchase, giving tips on how to use the product (and also up-selling)
  • As a threshold email can occur when a customer’s behavior has gotten to a certain point, say if they’ve purchased three songs from one album, you offer a discount on the album

In the past, marketers resisted moving from batch-and-blast to this kind of targeted, triggered approach because the cost seemed prohibitive. Between building the API and the software to handle the emails the technological cost made any chance of an ROI a slim one. Today, however, all top-tier ESPs and many secondary ones offer triggered messaging capabilities. That means you can make your email marketing program even more relevant without increasing your staff or IT costs.

 

Before we dive into the benefits and how-to’s of triggered emails, let’s review the terminology:

  • Triggered means triggered by an event: A trigger based message is one sent out in response to a certain action within an email or on a website
  • Targeted means segmented, with dynamic content, so different recipients get different email content and even colors and graphics
  • Drip marketing is a series of messages triggered by an event, such as a purchase or whitepaper download (also known as lifecycle messaging)

You’ll also need to define the event or events that trigger the website. The event might be a click on a website, time spent on a page with no shopping cart activity, a coupon download, or a link clicked in an email. Or, to return to our earlier example, it might be date driven like a birthday or anniversary.

 

One-to-one triggered emails have a much higher ROI so even though you’re sending out fewer emails, you’re making more money off the targeted ones. But what do you need to do to be set up for that kind of triggered email?

 

1.    An ESP or in-house solution that enables triggered messaging

2.    An API to automate the flow of data from your CRM or in-house database to your ESP or internal ESP

3.    A content library, so your system can take from it to place the appropriate message in each email

 

Also consider that these types of emails typically use a transactional delivery engine vs. a marketing delivery engine, i.e. point-to-point transmission vs. one-to-many broadcast.

 

The one caveat happens when you start to collect the data upon which to define your rules. Do not ask for too much. You can ask for up to four pieces of information upon sign up, but any more than that, and your abandonment rate will soar. Instead, be very clear what information you want to start out with and only ask for that (based on what you can really use). Then over time you can ask for more information, and append that information to that subscriber later.

 

The idea of this kind of targeted email marketing might be daunting, but it’s really not difficult given today’s technology and pre-existing services. As a result, your triggered email messaging can be as sophisticated as you want to make it, to get the most ROI from your highest value customers. For example, your system can score a customer based on behavior, such as purchasing a higher-priced item, and offer an exclusive and limited price on another item as a reward.

 

Marketers have to start automating their email campaigns based on customer behaviors, such as shopping cart abandonment. Companies who’ve done this have experienced higher click through rates and conversion rates, without increasing staff costs. Alternatively, automating email programs around customer behaviors with hyper-targeted messages will result in a higher email marketing ROI.

 

And it leads to a higher engagement index, which means more of your subscribers are engaging with your email, which in turn will give you a better standing in the eyes of the ISPs…which in turn will improve your email deliverability and get you into more inboxes…and so on and so on and so on.

 

Sounds pretty happy to me!


- Marco Marini
CEO
ClickMail Marketing

Congrats to Our New Roundtable Leaders!

Tuesday, August 24, 2010 by eec Blog Contributor
The eec members have spoken wisely – our new roster of Member Roundtable co-chairs is an impressive list of industry luminaries.  Please welcome our 2010-11 Roundtable Leadership:
  • List Growth & Engagement Roundtable: Amy Bills, Bulldog Solutions; Nate Romance, ExactTarget
  • Deliverability & Rendering Roundtable: Dennis Dayman, Eloqua; Michelle Pelletier, Return Path
  • Speakers Bureau: Diksha Dua, Clementine Digital Boutique; Lana McGilvray, Datran Media
  • Email Design Roundtable: Lynn Baus, Responsys; Megan Walsh-Regard, Williams-Sonoma
  • Cross-Channel Integration Roundtable: Jeff Chamberlain, Aprimo; David Hibbs, Responsys
  • Member Initiatives Roundtable: Joel Book, ExactTarget, Stephanie Miller, Return Path
  • Measurement in Email Project: John Caldwell, Red Pill Email; Luke Glasner, Glasner Consulting

Thank you to all who voted and congratulations to our winners!  We look forward to another great year of productive and useful work on behalf of the industry.

New projects are starting in September; what would you like the eec to be working on?  Want to join our initiatives?  Check out the Roundtables and sign up today by emailing Ali.

Dirty Words and the Spam Filter

Monday, August 23, 2010 by Kelly Lorenz
For years senders have been warned away from utilizing “spammy” words that could cause their emails to end up in the spam folder or outright rejected at ISPs. These words (and punctuation) include:
  • “Free”
  • “Percentage off”
  • “Buy now”
  • “Urgent”
  • ALL CAPS
  • Special characters (!, %, $, @, *….)
  • “Click here”
  • And on and on…


But, here’s the thing: They’re not hurting you and haven’t been for a while now. How do I know? Three reasons:
  1. Experience with client emails that go out with so-called spammy words in both the subject line and email body and hit the inbox just fine;
  2. ISPs have evolved to much more advanced tools to track and reject legitimate spam; and
  3. We see delightful, engaging emails that toe the line of “spamminess” make it into the inbox everyday. Overstock is another great example of a marketer that consistently uses all caps in their subject line to great success.
These “naughty words” used to be the buzzwords of every spammer, but now many marketers are utilizing them to help spur action to push subscribers down the funnel to purchase because they work. Copy that pushes subscribers to take action immediately has a propensity to increase actions and conversions and you shouldn’t have to worm around the above words to include in messages.

ISPs have incorporated a massive toolbox of ways to monitor, track and ding senders through reputation and subscriber engagement. Complaints are your biggest enemy, not email copy. If you have a bad reputation at ISPs, regardless of how “clean” your content is, you’re likely not going to get through to the inbox and vice versa.

Worry about improving your list health and how to engage your subscribers with your content instead of laser focusing on what words are or are not kosher. Because ultimately end users, not ISPs these days, determine whether your content is deemed spammy.

One caveat is that individual and company filters are likely to be tighter on what content is and isn’t acceptable, so be aware of this, set up accounts at the major ISPs, partner with companies like Pivotal Veracity for reputation and deliverability monitoring, and test.

And there are a few content pieces you should still focus on when attempting to reach the inbox: incorporating a balanced image to text ratio, avoiding blacklisted urls/domains within the body of your email and ensuring you’re sending valuable, timely content to those subscribers that have opted-in.

Thoughts? Share them in the comments below.

- Kelly Lorenz
Email Marketing Strategist at Bronto Software
@KNLorenz

Abracadabra: Is Email Metrics Standardization Real or Merely an Illusion?

Wednesday, July 21, 2010 by eec Blog Contributor
I’m a lover of magic.  When illusions appear creative, bold, and clever, they seem worthy of being shared with everyone.  On the other hand, if it’s a trick that everyone knows, the “magic” becomes cheap and hollow, unlikely to fool anyone. When it comes to the standardization of email metrics, the question arises: is this truly noteworthy, or simply another case of “Pay no attention to the man behind the curtain?”  Smoke and mirrors won’t work in this case; complete transparency is necessary to address this issue.  It’s time to put all of our cards on the table and examine various aspects of the argument surrounding standardization.

As co-chairs of the eec's Measurement Accuracy Roundtable, independent email consultants John Caldwell and Luke Glasner have marshaled a group of industry players to launch an email standardization project.  For what it’s worth, that project is gaining momentum and earning some serious ink within the industry.  This is not the same old dog and pony show we’ve seen in the past; these guys really have their act together.  Think of them as Siegfried and Roy of the email industry.  Their S.A.M.E. project (Support Adoption of Metrics for Email) has bent the ears of industry pundits, and their formula for encouraging ESPs to adopt the standards seems to be fooling everyone.  And in this context, deception is a good thing. Learn more about the S.A.M.E. project here. 

Sleeveless in Seattle
As with any new industry-related project, many challenges surface, but without early adopters, we’d be left sleeveless, a nightmare for any magician.  Two ESPs, MassTransmit/EmailTransmit and AllWebMail have already committed to adopting the industry standard for metrics which was released by the DMA/eec in March 2010.  Since then, a dozen other high profile ESPs have committed to adopting the standards within the next six months.  When you think about early adopters, companies like these help pave the road for the rest of the industry.  As interested ESPs begin to track the progress and milestones achieved by the S.A.M.E. project, momentum will build and the benefits will begin to blossom around the industry.

“Adoption is not just a semantics game,” says Stephanie Miller, Vice Chair of the eec and an active member of the Roundtable (her day job is at inbox deliverability solution provider, Return Path).  “Marketers usually find out that there are no standards when they go to benchmark their performance, or when they change vendors and realize that all those numbers they’ve been betting their bonus on – they don’t mean what they thought they meant!

“It’s about time our industry stepped up and supported standard metrics just like any other direct marketing discipline,” she says.

Deliverability Will No Longer be a Selling Point for ESPs
Once the implementation of email standards leads to congruency across the industry, ESPs and marketers will find themselves on a level playing field.  This means marketers may spend more time searching for the right ESP, but once a match is made, marketers will be less likely to move from one ESP to another due to inconsistency in metrics.  This means attrition rates for switching ESPs will fall, and in turn, ESPs will focus on services that will keep customers longer and help them achieve a higher ROI. Examples of such services include compelling creative copy and perhaps even a SWOT analysis every month/quarter provided by the ESP to each marketer.  Higher performance of the channel benefits all of us.

S.A.M.E. Project Goals
Once a magician takes his oath, he must never reveal his secrets.  However, if aspiring participants are willing to learn magic, they, too, can join the “magic club.”  ESPs face a similar choice.  They can remain on the outside looking in, simply observing the progression of the S.A.M.E. project, or they can choose to be an active part of the club.  John and Luke's first goal is 10-15% of the ESP market adopt the standards.

Nowadays, when an ESP reports on the “state of the industry,” they analyze metrics only of their own campaigns, like a magician who looks in the mirror and declares himself successful.  Industry standardization will introduce accountability to the industry, providing the digital marketing community with sterilized benchmarking and consistent reporting.  The spotlight now shines bright on John and Luke and the eec Roundtable, along with other industry veterans and aspiring ESPs involved with the S.A.M.E. project. It is their mission to deliver what the email industry yearns for: a final levitation act that will wow the crowd and inspire mass adoption.  They hope to prove that they are master magicians—if they perform their act well enough, even the skeptics will believe. 

Get Involved

Marketers:  Send this article to your ESP and encourage them to adopt the standards.
ESPs:  Study the new standard definitions and set a goal for yourself to adopt them.  Be part of the program.

Now, where did all the Rabbits go?


- Fred Tabsharani
Port25 Solutions, Inc.
@tabsharani

Sending from the Receivers’ Perspective

Thursday, July 1, 2010 by eec Blog Contributor
 In one of his many brilliant quotes on modern life, George Carlin mused, “Have you ever noticed that anybody driving slower than you is an idiot, and anyone going faster than you is a maniac?” The difference is purely perspective.
 
We all need a bit of perspective. We all need to be better at sitting in the other guy’s shoes. Chelsea vs. Manchester?  Perspective.  Colts vs. Patriots?   Perspective. Red Sox vs. Yankees? Perspective.  As Seinfeld said, “athletes change teams so often, at the end of the day, you’re just cheering for the uniforms.”
 
As marketers we also need perspective.  We’re supposed to be good at reading and analyzing reams of data to assess what makes our customers tick, then use this to provide more relevant offers and in turn generate higher response rates.  Why is it then that we marketers also tend to be a bit thick-headed when it comes to understanding email deliverability from the receivers’ (ISPs) perspective? Many marketers are a bit stuck in their own shoes and fail to realize that ISPs don’t exist to serve them.  Their loyalties are to their users.  This seems so basic, yet many deliverability challenges can be avoided by marketers if they realized this one truth: The inbox is supposed to be usable, helpful, and optimized for the subscriber – not for you (the marketer).
 
We (ExactTarget) felt so strongly that we needed to help bring this perspective to light, so we worked with several of the top experts in this industry to create a whitepaper entitled: “Letters to the C-Suite: Getting Serious about Permission & Deliverability.”  We challenged each contributor to imagine they had the chance to corner the CEO and give him a piece of their mind on what the company needed to do differently to achieve better results via email.  Contributors from Yahoo, Earthlink, McAfee weighed in from “where they sit” as part of the receiver community, and I think the advice they provided is spot-on accurate and a must read for any marketer needing to optimize their deliverability.
 
George Bilbrey of Return Path also contributed another insightful letter as part of the document that highlights another often cited area where perspective is needed – the culpability of the ESP vs. the marketer when deliverability problems arise.  George says, “It’s worth noting that most inbox placement problems can only be solved by the marketer—not the Email Service Provider (ESP) sending the message.  What ESPs can provide is a well-configured infrastructure, which is certainly important.”

Five Steps to Building a Preference Center

Thursday, June 24, 2010 by Marco Marini
Your business needs the highest possible email deliverability rate in order to maximize your email marketing ROI. And there are many steps you can take to incrementally improve that deliverability rate, including adding an email preference center to your website. That’s where you establish the foundations of the relationship between your email marketing program and your subscriber, to ensure you’re delivering the most relevant emails possible, thereby meeting their expectations.

But how do you build a preference center that will do what you need it to do, primarily improve your communications with your subscribers so your email marketing is more relevant? How do you know what to offer as choices and what kind of information to ask for?

Below are 5 steps to building a preference center that will give you the information you need, and your subscribers the relevance they want.

Step One: Determine what information to collect
There are two reasons for offering a preference center: to improve your ability as a marketer, and to improve your subscriber’s experience as a recipient. Before you start building your preference center, make sure you are clear on why you are building it, and what information you hope to gain from it…always staying focused on how that information will help you do a better job of serving your customer or subscriber. What segmentation ability do you want and how granular should it be? Also keep in mind what your staff is capable of doing. Review your technology and staffing to determine what is possible as far as dynamic content, existing preference center limitations, etc.

Step Two: Spell it out
Tell them why you are asking for the information in the first place. When offering more than one newsletter or email type to subscribe to, be detailed in explaining what they will get and how often and allow them to sign up only for the newsletters and/or emails they choose.

Step Three: Give them some choices
A little choice can go a long way toward making subscribers feel heard! Even standard choices like these can make people feel like they have some say in how you will communicate with them:

• How they want it: html, text or mobile
• How often they want it: daily, weekly or monthly

Depending on your staff’s capability, time and resources, you can offer as many choices as makes sense (per Step One). Maybe they subscribe only to one of your newsletters, or maybe they only want to get emails about promotions. Or let them segment themselves geographically, or by gender, or age, or interest. Whatever you’re capable of doing plus whatever makes sense for your program equals the choices to offer.

Step Four: Make sure you’re asking for subscriber-centric information
Don’t view your preference center as a way to gather massive amounts of self-serving data about your customers. Ideally the data you collect serves you both: you as the marketer so you can be more targeted, and them as the subscribers so they can get what they want.  If data like gender, income or age helps you with your demographics but doesn’t affect your email program segmentation, don’t ask for it.  But if certain information helps you do a better job at delivering relevant content, do ask.  You might need a ZIP code to segment geographically, for example. If you publish a parenting email newsletter, you’ll want to know how old the kids are. Or maybe you ask about their interests, if that ties into how you segment your content.

The options offered via your preference center will differ depending on whether you’re a B2B or B2C marketer, too.  Asking for a job title makes perfect sense for a B2B preference center, but no sense at all for a B2C one.

Step Five: Make sure it works
After building, test it from the user’s perspective and pay attention to what happens after it goes live. Does your sign-up rate go down? You might be asking for too much information. Scale back and see what happens. Does your unsubscribe rate go down? Congratulations, you’re doing a better job of meeting your subscribers’ expectations!

Email marketing doesn’t work unless it’s delivered. Give your subscribers some control over how and when they hear from you, and you’ll do a better job of keeping them happy, which in turn will keep your unsubscribe rate and spam complaints down.  Ultimately, what you prefer is a great email marketing ROI, right?

- Marco Marini
CEO
ClickMail Marketing

Study: 20% of Marketing Email Never Reaches the Inbox

Thursday, May 6, 2010 by Stephanie Miller

 

Sometimes email is too inexpensive for our own good.  It sure is tempting and certainly is very easy to send too frequently or assume permission or "just mail that generic sale notice/product announcement to everyone."  

Now, I get a lot of postal mail that is not that interesting to me.  And surely most of the tweets I see are not that relevant.  Even search results can be off target.  Yet, there is a penalty for not respecting and delighting our email subscribers that does not exist in other direct channels:  It's called the "report spam" button.  Even a small number of those spam complaints will get all your messages blocked by the ISPs like Yahoo!, Gmail and Hotmail, as well as corporate systems. 

It happens to the best of us.  Turns out that, despite all we've learned about email marketing best practices and the rules of engagement  for getting past the spam filters, the average inbox deliverability is still only about  80% according to a new Return Path study.

Leaving 20% of your marketing messages on the spam pile is like leaving 20% of your revenue behind.  Don't stand for it.  Complacency or thinking that "it's the other guy" is just not valid.  This study looks at commercial senders like you and me – branded companies with permission grants and a desire to do the right thing.  And we still lose an average of 20%!

The good news is that averages can be beat.  Respect your subscribers, curb your frequency, target and customize, keep your list clean, authenticate, process bounces correctly and maintain a solid infrastructure.  You will lower complaints and improve your inbox reach.  When you reach the inbox, you can earn a response and revenue.

- Stephanie Miller, VP, Market Development, Return Path, Inc.

 

Win Back Programs: Smart Marketing or Failure of Strategy?

Monday, March 8, 2010 by Nate Romance

 

Building programs to re-engage dormant leads is a necessity for many email marketers, particularly those that have not had buttoned-up strategy for segmentation and targeted communications in the past.  List re-engagement and "win-back" program strategy was the open forum discussion topic at the February meeting of the Email Experience Council's List Growth and Engagement Roundtable.

"If you need to do re-engagement after a long period of subscriber inactivity, that is a failure of strategy," suggested Stephanie Miller, VP, Return Path and Vice Chair of the eec.  "Marketers who are trying to catch up have a steep road.  Rather, win-backs should be a consistent part of your segmentation strategy."

Bottom line, Stephanie pointed out, effective email marketers reach out early in the cycle and "shouldn't have a situation in which someone hasn't responded in a long time."

Ultimately, the question of glass half-empty or half-full regarding re-engagement may boil down to the buyer. In BtoB, noted Bulldog Solutions' Amy Bills, list re-engagement can be an effective way to generate more ROI from an existing database. "A lot of time and money has probably been spent putting together that list.  Marketers are looking at making the most of it."

Yael Penn of i360 Marketing reframed the concept of re-engagement as an ongoing effort. "In BtoB we're always thinking about reengagement strategies. We're planning re-engagement from the start.  BtoB purchases are more complex and the sales cycle is much longer. Sometimes a company is only doing the research now and they are not ready to make the purchase decision for six months.  In BtoC,  the reason to buy is impulse; in BtoB, because the sales cycle is different, re-engagement can be more effective."

On the BtoC side, ExactTarget's Nate Romance said, "There is risk to carrying a lot of dead weight. We're hearing re-engagement as a drumbeat in reputation management and deliverability. If you're beating on 60% of your list that is not responding, it's costing you something." (Some more on low engagement concerns here.)
A discussion of specific re-engagement strategies included:

  • Ideas for engagement tactics including changing the subject line format, adding interactive elements like polls or surveys, featuring a high-value offer and highlighting exclusive information.  Sometimes just asking straight out can work, too.  "We hate spam, too.  Let us know if you want to stay on the file," can be an effective approach, Stephanie noted.
  • Nate described test findings regarding language used to confirm a prospect's interest and willingness to stay on a list. "We did some testing and found that inclusion of the 'No' option caused more 'Yes' responses," he said.
  • The preference center tactic—asking people to "update their information" had not been found by the group to be a compelling re-engagement tool. "With a true re-engagement we typically encourage a strong call to action," Nate said. "Not enough people do a good job of explaining what's in it for the recipient to fill out preferences. It's perceived by subscribers as the marketer's tool, having little value to them, he said.   

We hear a lot about engagement being effective and necessary – but the pressing need for re-engagement  is a reminder that engagement must be earned with every message sent, Stephanie suggested.   Nate agreed, "If you want to optimize the value of your email marketing asset, you must keep the file engaged and fresh.  That is more than a one-time win back campaign, but an imperative for your content strategy."

Place your comments below to tell us what you are doing to engage – and re-engage; we'd love to feature your efforts in a future blog post or as part of the Roundtable's discussions.   Also, check out the List Growth & Engagement Roundtable's 2010 Benchmark Guide to see how your list growth efforts stack up.

 

 

Key Email Marketing Trends to Act on in 2010

Wednesday, January 20, 2010 by Marco Marini

As CEO of ClickMail Marketing, part of my job is keeping up with, and even ahead of, trends and changes in the email marketing industry. In a world like ours, technology and tastes can change in a flash, leaving the unsuspecting email marketer playing catch-up once he or she finally does catch on. Spotting email marketing trends becomes, therefore, less of a fun guessing game and more of a critical strategic process.

The common theme in 2010 as I see it is integration. To me, this indicates email's lasting power, as it becomes more and more entrenched in the marketing framework. No longer is email a standalone messaging medium or marketing tool. Now more than ever, email is becoming the backbone of marketing, enduring and evolving…and proving its worth one message at a time.

Below are the trends we at ClickMail Marketing see as the most important for this coming year. You won't find any rocket science-level complexity in this list, because by now you've at least been exposed to all of these trends even if you haven't yet acted on them. But this coming year will be the time to take the next step: start implementing now, or be left behind. Far behind. 

Integration with social networking sites and tools
Email still reigns supreme as a marketing tool, but to keep pace with the rapidly changing world of technology and cultural expectations, it must integrate with social networking tools. That's the only way you can hope to communicate with all audiences, as some stay with email for communication and others move to social media. Integration with social media extends your reach, as people share your content and therefore expand your exposure. (And sharing is what social media is all about, so make sure your content is worthy of sharing!)

Integration with add-on services like CertifiedEmail
Email is still the strongest messaging platform out there, despite cries of its demise. One characteristic that makes it so strong is the ubiquity of email. It is everywhere, truly. And as technologies are developed, it integrates more and more with add-on services, services like video in your email marketing and Goodmail's CertifiedEmail.

Integration with the new data management tools

Major ISPs are making decisions about which emails are spam based on if and how recipients interact with an email. That means their interaction is directly influencing your deliverability. You have to have the tools to manage your data to meet these new standards, tools that move you beyond open rates to data that really matters, like Pivotal Veracity's Mailbox IQ that helps you measure audience engagement. But these new tools must integrate with your existing email platform.

Speaking of trends and staying current with changes in the email marketing industry, stay tuned for our soon-to-be-released 2010 guide to choosing a top tier ESP.

 

Marco Marini
CEO
ClickMail Marketing

4 Reasons Why Email Segmentation Matters

Monday, January 4, 2010 by DJ Waldow

Sometimes it sounds very "broken-recordish."

Send timely, targeted, relevant emails to subscribers who have asked for them.

It's my go-to message - my mantra of sorts - when it comes to email marketing. It's one of those things I recommend printing out and pasting to your desk. It's a phrase you should repeat when you're getting ready to hit the send button on that next email marketing campaign. It's the question to ask your team all of the time, but especially if you see your metrics on the fritz (declining open and/or click through rates, increasing complaints, poor deliverability, etc).

What Poor (Or No) Segmentation Looks Like

On December 20, 2009, I received these 3 emails within a 33-minute span (6:09AM, 6:29AM, and 6:42AM).

1. Inbox View: Before even opening the emails, what do you notice about them? Pretty easy one, right? While the from names are all different, the subject lines are identical. As it turns out, Multichannel Merchant, DIRECT, and Chief Marketer are all divisions of Penton Media (see email footer).

Why this matters: I feel like I just got spammed. Why? Penton Media just asked (errr...told) me 3 times to fill out their survey. Poor brand impression not only from Penton, but also from the 3 divisions who sent me that survey. I deleted all three.

2. Opened View: You'll quickly see if you open all three emails (see Multichannel Merchant below) that, with the exception of the header image, a few words here and there, and the signatures, the email copy is identical.

Why this matters: Again, I've just been sent the same survey 3 times. The response rates on surveys already tend to be low. Sending it to me 3 times under 3 different from names does not increase my chances of completing.

So, who cares?

4 Reasons Why Email Segmentation Matters

I'm an email snob. It's easy for me to sit up in my ivory email tower and tell everyone what they are doing wrong. I can't argue that fact. But I do think segmentation matters - not only for me, but for the average email consumer as well. Here's why:

1. Reduces inbox clutter: Assuming the emails were the same, would you rather receive 3 or just 1?

2. Increases relevancy: The more relevant an email, the more likely I am to take action (open, click, convert)

3. Earns trust: If I believe that you - the email marketer - have my best interests in mind, I'll trust you more. More trust ultimately leads to more action (see #2).

4. Gain credibility: Good segmentation proves to me that you know what you are doing. It shows that you are not blasting off emails. Instead, you are putting thought behind each send.

Segmentation is not hard. Time to add it to your email marketing new year's resolution list.

*After a conversation over IM with Andrew Kordek, it was pointed out that this post is lacking in concrete examples (case studies) of "segmentation success stories." If you have some, please share in the comments below as I'd like to do a follow up post.

DJ Waldow
Director of Community, Blue Sky Factory

 

Introducing the new ROI: Return on Interaction

Wednesday, December 2, 2009 by Marco Marini




It's time to shift your focus, folks, investment to interaction.

In the continually shifting world of email marketing, where nothing stays static for long, we're giving a new meaning to the ROI acronym. That's because the deliverability of your email is now being determined by the ISP based on the recipient's interaction with that email.

Goodbye, Return on Investment. Hello, Return on Interaction.

Or maybe it's more an evolution, of the term and of the email marketing industry. Before, you invested in the best ESP to ensure the highest deliverability. You invested in email designers who would make cleanly coded templates that would get past spam filters. You invested in organically growing your in-house, opt in list. You've protected your online sending reputation and kept your lists clean.

Now the bar is raised and your emails must rise above, too.

I think it will really boil down to relevance certainly, but in specific ways:

1) Content — Now more than ever you'd better be sending out emails that your recipients want to receive.
2) Frequency — And now more than ever, you'd better not be over messaging your list!

Some of the major ISPs are zeroing in on the inbox to decide whether or not your emails are to be considered worthy of being delivered in the future. How your recipients interact with your emails—and if they do at all—will now be taken into account. If you keep sending emails a certain someone never opens, the ISP is going to decide that in the eyes of that certain someone, you are in fact spam and should be blocked.

You are truly now at the mercy of the recipient, but don't worry: you have more power than you may realize. You are in complete control of your relevance, regardless of the size of your email list. You are in control because you can:

  • Segment your list and target your messages to make them more relevant.
  • Set up a profile page where subscribers can choose how often to hear from you and the type of information they want to get from you.
  • Put your subscribers first, offering them the content they want, not the content you want to feed them.

Your goal has suddenly shifted from making money off your investment in an email campaign (the old ROI) to making sure you're relevant so you keep getting your emails delivered (the new ROI) but in the end – with a focus on relevance, you'll achieve both.


Marco Marini
CEO
ClickMail Marketing