Understanding Canada's Anti-Spam Legislation (CASL)

Monday, June 3, 2013 by eec Blog Contributor

The email marketing landscape is always changing as marketers find new and savvy ways to boost engagement, increase conversions, and maximize their efforts. But, beyond the discussion of open rates, click-throughs, subject lines, A/B testing and deliverability is the issue of compliance.

In an overall sense, there are two rulebooks that email marketers follow:

  • "Best Practices"... which are the processes we abide by because we know it treats our customer’s inbox as a special place and that’s a responsibility we take seriously.
  • "Legal Compliance"... which are the specific and mandatory rules we follow because our actions are governed by law [....and because none of us would do well in prison! :) ]

Most marketers are familiar with the US CAN-SPAM Act of 2003. But, now Canada has their own proposed version of anti-spam legislation that in it’s current state goes much further than it’s US counterpart.

It’s important marketers are aware of the new proposed legislation so they can begin taking action well in advance to ensure they remain in full compliance. While there is still a lot of time to make sure your ducks are all in a row to appease CASL, it’s never too soon to get started.

This post will cover the main highlights of Canada’s proposed Anti-Spam Legislation. For a more in-depth summary, you can read my blog post titled “All About CASL (Canada’s Anti-Spam Legislation) in Plain English”.

I’m Not In Canada, So Why Do I Care?

CASL isn’t just focused on Canadian email marketers, but rather extends its coverage to anyone who is emailing someone that will receive that message within Canada.

So, if you run an eCommerce store out of the USA, but you occasionally sell to people north of the border and have those folks on your mailing list, then CASL is in full force for you.

It’s not just those in North America that have to play under these new rules because the people behind CASL are hoping it’s reach will extend to marketers internationally who are contacting Canadians. In an interview, the CRTC’s chief compliance and enforcement officer, Andrea Rosen, said:

If the spammer is offshore, we have the ability under the law to co-operate with foreign governments, to share information and to bring proceedings together against individuals that are offshore.

There is an exemption written into CASL that if the sender does not know or could not expect to know that the receiver would be using a Canadian computer to access the email, then you’re off the hook. So, if your USA-based eCommerce store doesn’t ship to Canada and you have no Canadian’s on your mailing list, but someone has taken the trip to see the Jays play in Toronto and while there they get your email, you don’t have to panic.

Do keep in mind, however, that ignorance won’t be an excuse so even if you don’t think you have Canadian’s in your database, be sure to be on the lookout for that. At Elite Email, we have been prompting people to look at their geo-reports to get a sense of who is engaging with the email in Canada because it might be more than you think.

What are the key requirements of CASL?

The current proposed regulation is really long and if you care to see the whole thing in it’s entirety, you can click here.

For those that are too busy to read the whole law (...and that is probably ALL of us!) here are the primary requirements:

  • You must have permission BEFORE sending an email.
  • You must be able to prove that you have received clear consent (more on “consent” below)
  • You cannot use false or misleading subject lines or sender names.
  • You must have a working unsubscribe mechanisms where manual requests are processed within a 10 day window and any unsubscribe links are valid for at least 60 days after the send date.
  • You cannot pre-check subscription boxes on firms. Valid consent must be an affirmative action.
  • You must include a physical mailing address as well as an alternate way to reach you, which could take the form of an email address, phone number or link to contact form.
  • You cannot confirm unsubscribes by sending a follow-up email.
  • If an email is being sent “on behalf of” another organization, you must clearly identify both parties.
  • If you are a charity, then you are included in CASL if you are selling or soliciting anything.

One key thing I want to highlight is the notion of subscribing to your mailing list as an affirmative action. I see a lot of signup forms where the box is pre-checked and you have to uncheck it to indicate you don’t want to signup for a mailing list. If your organization is doing this, then it’s one of the first things you should consider changing. It’s a quick change that will ensure all new subscriber acquisitions are valid under CASL.

Signup Form With and Without Affirmative Action

Consent, Consent, and More Consent... It’s All About Consent!

While there are lots of different facets to CASL, if I had to boil it down to one thing, I’d say that the most critical factor is ensuring you have obtained consent properly. If you’ve done that, then you’re heading down a good path.

CASL currently outlines four different scenarios that would qualify as consent.

Consent Scenario #1: Implied Consent

This is the scenario that many people will already be familiar with as it’s the one that is based on an existing business or nonbusiness relationship between the recipient and sender. Essentially, if someone has bought something from your organization or entered into a contract with you then you have a “business relationship” with them. Whereas, if someone does volunteer work for you or becomes part of your organization, then you’ve got a “nonbusiness relationship” with them.

The critical part of this type of implied consent is the 2 year time limitation. From the moment someone purchases something from you, a 2 year window commences where you can email them and be in compliance with CASL without needing any other form of consent. On top of that, if that same person buys something from you again during that window, the clock resets and you get another full 2 years. However, as a general rule of thumb, at some point during that 2 year window, you would want (or need) to obtain explicit consent in order to keep emailing them after that window expires.

Consent Scenario #2: Explicit Consent

I suspect most email marketers are already actively engaged in this type of consent where the recipient gives you direct permission to send them emails. Most commonly you will have a signup form on your website that lets people join your mailing list. This direct type of consent is really at the core of CASL, which is why it’s important that you obtain good evidence to support your practices. Doing things like capturing the date stamp and IP address of a new subscriber when they join your list and then when they confirm their subscription (for double opt-in) will help ensure you’ve got a strong case should someone challenge if consent was obtained.

As I mentioned previously, make sure your signup forms require an affirmative action and not an opt-out action. So, if you’ve got a sneaky pre-checked box that auto-enrols people, you’re going to want to change that up ASAP because it won’t count in the eyes of CASL.

According to CASL, you can also get written or oral consent and while that is acceptable, it should be noted that these methods are far more difficult to prove. If you plan on using these tactics, make sure you’ve got a workflow that allows for the careful documentation of when, where and how consent was obtained.

Consent Scenario #3: Conspicuous Publication

This is a rather unique scenario that is very different than the two above. You can send someone an email if you obtained their email address and the following three criteria are also met:

(i) The email address is clearly published for viewing.
(ii) In the location where the email address is published, there is no specific statement saying that unsolicited emails are not allowed.
(iii) The email you’d be sending to that address is related to that person’s business or official role. [For example, you can email a university professor about a new book that is related to their field of expertise/interest, but you cannot email that same person trying to sell them concert tickets. It’s a bit tough to exactly draw the line on what is related and what is not, so we might see this further clarified CASL.]

Consent Scenario #4: Shared Email Address with the Sender

This is the “business card” or “networking” rule under CASL that lets you send someone an email if they willingly share their address with you. CASL doesn’t want to render the email address on a business card useless, so if someone shares their card with you and doesn’t say they do not want to be emailed, then you can email them and be in compliance. Be sure to document the how, when and where they shared their email address with you so you’ve got that on file in case you need supporting evidence. However, do keep in mind that if you want to start sending someone your monthly newsletter (and not just emailing them as a follow-up to a networking event) you should obtain consent using another method as well.

What Happens If I Break The Rules?

Shame on you! Now go sit in the corner and think about what you’ve done!

But, on top of that shame, penalties for violating CASL can range from a maximum of $1 million for individuals and $10 million for companies.

It should be noted that anyone can bring this new law against a sender, it doesn’t have to just be the government or other legal agency against the sender. Of course, if someone goes down this path and it turns out they were wrong, then they are responsible to cover all court and legal fees.

Also, the reason I have been harping in the sections above about keeping evidence for how you obtained consent is because if you can show that you really made strong efforts to follow every aspects of the rulebook, then that will play a factor in any legal proceedings.

When Does All These New Rules Go Live?

There is still no specific date set so at this point everything is an estimate, although there have already been delays so further delays are not out of the question.

Based on the current flow of events, Industry Canada should have the regulations finalized by the middle of this year (2013). After that, there will be a one year grace period for everyone to digest these new rules and prepare for the coming changes, which will result in CASL going live some time in the middle of 2014.

That being said, there’s no need to wait until the final minutes to start ensuring your compliance with CASL. Although certain parts of the proposed legislation may change, the underlying concepts about the ways you can obtain consent probably won’t change much. So, take a good look at your database now and start to figure out who you may need to re-confirm and what evidence you’ve got to support that consent has been obtained properly (in the eyes of CASL). Review all of your signup and capture forms to make sure that it is an affirmative (and not opt-out) action that enrolls someone on your mailing list. Lastly, doing a periodic top to bottom review of your organization’s email practices can usually either confirm you’ve got your best foot forward and are ready for CASL or highlight areas that you need to improve upon... and there’s no time to take those steps like the present!

* Note: This article is intended to provide general comments about Canada’s new anti-spam legislation. It is not intended to be a comprehensive review nor is it intended to provide legal advice. Readers should not act on information in this article without first seeking advice from their lawyer.

Robert BurkoRobert Burko is CEO of Elite Email, a leading email marketing solution and proud member of the Email Experience Council that has been helping businesses of all sizes harness the power of email for 10 years. Robert has been featured extensively in the media for his knowledge of email marketing, social media and digital trends. You can also find him on .  

Feeling Abandoned? Two Reasons a Re-Engagement Campaign Makes Sense

Tuesday, October 2, 2012 by Marco Marini

 

even the best email marketing can leave you feeling as abandoned as an old boatIf your direct email marketing program is intended to drive traffic to a landing page or website, chances are you have abandonment issues. Not because you’re doing anything inherently wrong, mind you. It’s just the nature of the online world. Some people will show up at your website and simply not buy. Even the best email marketing will have people abandon their shopping after following through on a call to action. In fact, 88% of online shoppers abandon, according to a 2009 Forrester Research estimate.

It might be the prospect lands at a page then clicks away without buying (called up funnel abandonment) or it might be the prospect goes as far as starting to buy from you--or register with you--then clicks away (called down funnel abandonment).

Either way, they’re clicking away. And every click on the Back button is a lost revenue opportunity for you.

Is that it? Are you done? Must you stand idly by and let them go? Not if you use a strategic email abandonment campaign to re-engage those who clicked away.

At ClickMail Marketing, we’ve been partnering with Smarter Remarketer, helping clients use re-engagement campaigns that kick in when a prospect abandons a landing page or website. During that time, we’ve realized there are two vital reasons for implementing an abandonment campaign: relevance and ROI.

  1. Relevance: Emails that follow up on a specific prospect action, such as clicking through to a landing page or adding an item to a shopping cart, are by default highly relevant to that prospect. We can’t know the reason for not following through and purchasing. For all we know, the cart was abandoned because company showed up unexpectedly or the boss called the prospect into her office. It might not be a decision not to buy. It might be real life got in the way. So imagine the relevancy of an email sent to a prospect who was that close to purchasing? The email could remind them of the selected items or even offer a discount if purchase is made within a certain time.
  2. Return on Investment: The same logic we apply to factoring the real cost of email deliverability issues applies when computing the real cost of losing a customer because they’ve abandoned your website. Simply look at your abandonment rate and multiply that by your average sales amount to get an idea of the money you’ve left on the table. Chances are, you’ll see a potential ROI that makes the time and cost of implementing an abandonment campaign make both dollars and sense.

In addition to the immediate benefits of higher ROI, consider the longer term benefits of brand and customer relations, plus having a bona fide reason to send that prospect an email. And not just any email, but a very targeted and relevant email, one very likely to get opened, which in turn will help your email deliverability by showing the ISP a high level of engagement.

Getting started
Due to the importance of adding a re-engagement element to your email marketing program, you want to be sure you’re using the best email service provider you can, one that maximizes deliverability and helps automate or simplify abandonment and other triggered emails. Make sure your current vendor (or any ESP you are considering) has a proven record of actual, real life successes too. Ask about measuring and tracking results, and how the vendor will be held accountable for helping you to implement such a campaign. You can learn more about abandonment emails and get advice on choosing a vendor here.

There’s more to reaching out to abandoners than a simple, “Hey, what happened?” email. Adding an abandonment and reengagement email program into your mix makes sense, not only because abandonment emails are perfectly relevant, but because they make an essential tool for ROI, thanks to their ability to reclaim what would have been a lost sale.

 

Marco Marini, CEO
ClickMail Marketing

What’s Hot in Email Marketing: Responsive Email Design

Wednesday, July 11, 2012 by eec Blog Contributor

By Joanna Roberts
Account Manager
Return Path

 

As an account manager at Return Path, I get to talk to clients about what’s hot in the email world.  I have lots of conversations with clients about the newest trends, and what’s not so popular anymore.  So what’s the next new thing in email marketing?  Responsive email design! 

Have you ever noticed that your carefully crafted email doesn’t always look great on the small screens used for tablets and mobile devices?  Historically, email marketers have designed for the typical 1024 x 768 screen and, because of the typical email preview pane size, have been advised to keep email width around 650 pixels.  However, with the growth of smart phones and tablets, this one-size-fits-all approach isn’t necessarily best practice anymore. 

Here’s where responsive email design comes in.  Using CSS3 coding technique called “media queries,” you can design your email to automatically re-format and re-size itself to optimize for whatever screen size your recipient is using to read your email.  It can also be used to hide non-essential elements of the email from the mobile reader, thus making sure the main call-to-action of the email is easily found, and can change various other elements of the email, including text size and color, background images and background color. 

So how can you think about this in terms of your own emails?  The most basic use of responsive email design is your email layout.  Let’s say your typical email format is a 3-column layout.  Using responsive email design, you can now design two other versions: a two-column layout for tablets and a one-column layout for mobile devices.  This will ensure that your reader is always seeing the most important parts of your email, no matter what size screen they are using. 

Of course, as with any new email trend, it’s important to understand the impact and test the effectiveness of responsive email design.  First, use a tool like Return Path’s Campaign Insight to ensure you have a large enough mobile audience to justify the additional design work.  If you do decide to move forward with responsive email design, use a rendering tool like our Campaign Preview to ensure your responsive email formats correctly in desktop, webmail and mobile views.  One thing to note is that responsive email design works only in the native mail apps in the iPhone and Android.  Recipients reading emails on their mobile devices using either the mobile browser or proprietary email apps (for example, the Gmail app) will see the desktop version of the email.  And finally, don’t forget to track open and click-through rates so you can quantify the impact this new technique has on your email metrics. 

Have you already tried responsive email design?  We’d love to hear more about it!  Please leave a comment below with your feedback, learnings and successes. 

This post originally appeared on Return Path’s In the Know Blog.

Joanna Roberts is an account manager at Return Path. Joanna has over six years of experience in online marketing, and regularly advises companies on email marketing strategy, deliverability, and compliance standards. She enjoys blogging and leading webinars, specializing in the topics of email marketing best practices and strategy, and is often encouraging marketers to push the envelope on their email efforts with new ideas and initiatives.

 

 

 

More Proof You Need to Focus On Your Sending Reputation

Monday, June 25, 2012 by eec Blog Contributor

 

By Tom Sather
Director, Professional Services
Return Path
 
Don’t blame the ISPs for your mail landing in the spam folder.  Blame the spammers.  Over 85% of email received into our network of ISPs around the world is considered spam.  This creates a herculean task for ISPs to ensure that the email ecosphere is safe and trusted, and that good messages get delivered to the inbox and bad ones are blocked or sent to the spam folder.
 
The spam folder can make or break a business and even careers.  Using content filters, one of the oldest methods to stop spam, requires a lot of user training, is slow, and isn’t scalable.  More importantly, content filters are easily duped by sophisticated spammers and are prone to high false positives.  For most businesses, false positives mean lost revenue and the inability to communicate with customers.  But for aMichigan candidate running for a public post, a false positive meant nearly not making it on the ballot, and a false positive for the Maine GOP caucus nearly caused disenfranchisement.  ISPs know that false positives can have negative consequences, so they really do want to get the right email delivered to the right folder.
 
The key to stopping spam is in predicting it.  By looking at IP addresses and common sending behaviors, ISPs can stop most spam very quickly.  A quick look in your Gmail inbox with the absence of any spam is a testament to how well reputation filters work. 
 
Looking at data from Sender Score, similar to a credit score for an IP address (having a range from 0 – 100, with 100 the best) you can see how reputation really does determine what’s delivered to the inbox, the spam folder, or blocked.
 
1.   Gmail and Hotmail – Having a score above 90 means that about 80% or more of your mail is delivered to the inbox.  A score between 80 and 90 on average has only 62% of email delivered.  A score below 80 has less than 39% inbox placement rates.
 
2.  Yahoo – A score above 90 has 90% inbox placement rate, a score between 80 and 90 has an 80% rate, and anything below that has a mere 56% chance of reaching the inbox.
A quick look in your spam folder, on the other hand, shows that some emails are still mistakenly being flagged as spam. The key is knowing what data to look at, and then making sure you don’t look like a spammer.
 
1.   Subscriber complaints – the number of subscribers marking an email as spam is the most common reputation measurement tool.  Most marketing emails struggle with this, as more and more people use the spam button to delete and unsubscribe from mail they signed up for.  Based on the data we see for mailers with the highest deliverability rates, complaint rates should be less than .1%.
 
2.  Spam traps – The second most accurate predictor of whether or not an email is spam.  Some marketers acquire these through a third party, but most though lax mailing practices where once-real email addresses are converted into spam traps.  Senders with a Sender Score above 90 typically never hit any spam traps. Yes, you read that right: never.
 
3.  Unknown Users are also a good predictor if an IP address is sending spam or not.  Most marketers typically don’t need to worry about this unless their bounce handling system is broken, they start to mail to addresses they haven’t mailed to in a while, or if they acquire email lists.  The best senders have unknown user rates less than .2%, and major deliverability problems start to occur if you go over 5%.
 
4.  Sending history – Ever since spammers started hijacking PCs to send spam, ISPs rarely trust a new IP address.  As anyone who has moved to a new ESP or switched to a new IP knows, building up a reputation from scratch can take a long time.  Our data shows that it can take, on average, 30 days to establish a good sending reputation.
 
So anyone whose business relies on email should do two things:  stop devoting so much effort to bypassing content filters, and focus more on improving one’s sending reputation.   Having a good reputation has the benefit of being able to bypass content filters.  Just ask Pfizer.
 
The good news is everyone can achieve a great email sending reputation.  Monitor your reputation, look at the right data, and the inbox is yours.
 


This post originally appeared on MediaPost.
 
Tom Sather is an email deliverability consultant for Return Path where he works with top-brand clients like eBay, MySpace, IBM and Twitter. Tom uses his knowledge of ISPs, spam filters and deliverability rules to advise marketers on how to get their email delivered to the inbox and generate the highest possible response. Tom’s clients have seen an average increase of 20% in deliverability rates.

 

Let Go Gracefully: Unsubscribe Best Practices and Two Big Reasons to Use Them

Tuesday, May 22, 2012 by Marco Marini

Unsubscribes. The dreaded rejection by someone who was once a willing recipient of your email marketing. Ouch.

Unsubscribes are often viewed as a necessary evil in the life of every email marketer, with emphasis on the word “necessary.” We not only offer unsubscribe links because people want them. We do so because the law requires them!

Rather than treat the unsubscribe like a freeloading, undesirable distant cousin we’d rather ignore, however, email marketers are better off making the most of the situation to be subscriber-centric and keep people happy by following best practices.

If you search for examples of unsubscribe worst practices, you’ll find plenty. I wish I could tell you all the worst examples come from small mom-and-pop operations that don’t know any better, but I can’t. Plenty of unsubscribe sins are committed by big, well-known brands that really should know better.

Two Big Reasons to Be Unsubscribe-able
The unsubscribe is required by law, yes, but beyond that, we suggest knowing and implementing unsubscribe best practices for two very important reasons:

  1. When people can’t easily unsubscribe, they are more likely to simply report your email as spam which negatively impacts your email deliverability rate. And without the highest possible email delivery, you can’t have the highest possible ROI.
  2. When people opt out, you want to leave them with good feelings about your brand. They might be unsubscribing now, but that doesn’t mean you have to lose them as a customer forever…unless you annoy them.

With those two reasons in mind, consider the following unsubscribe best practices and how well you are—or aren’t—adhering to them.

Make It Overtly Obvious
Make the unsubscribe obvious. This best practice probably seems obvious, yet you’d be surprised how many companies bury the unsubscribe link in an email. Look in your own inbox. Open a few random emails from companies and see.

How does it get hidden? It can be included in a list of links making it hard to spot among the clutter. It can be overshadowed by graphics or in teeny tiny font that’s hard too find. The unsubscribe link should appear at the bottom, where people expect to find it, without any clutter hiding it and big enough to be found a.s.a.p. when someone wants it.

Even when found in plain sight, sometimes it’s in obscure language, so it doesn’t look like an unsubscribe and is overlooked as a result. Words like “manage,” “delete” and “edit” aren’t clear enough. State it plainly, using words like “unsubscribe from these emails” or better yet, “stop getting these emails.” Don’t make people guess. They likely won’t. They’ll opt for the spam button instead.

Make It Easy as Can Be
Once it’s easy to find, make it easy to do. Are you making people log in to unsubscribe, really? It happens! Don’t ask for captchas, either. When they click the unsubscribe link, send them directly to that page, not to a page with a lot of other options. Or make them confirm their email address for you.

Your best practice is a one-click unsubscribe. That is all. They click a link, you take them to a page, they click on a button…done!

Give Them Another Chance
Now, this doesn’t mean you’ve lost them forever. If you have a preference center, direct them there to change the options. It could be they still want to hear from you, just not as often or with different content. This is after letting them unsubscribing easily, however.

If you don’t, you can let them know you are sorry to see them go and give them a chance to change their mind with the click of another button to resubscribe. You can follow up with an email confirming the unsubscribe and thanking them for being a subscriber. In that email, give them a resubscribe link. Whichever route you choose, remember that this is your last chance to leave them with good feelings about your company and word your message accordingly, in a friendly, helpful way. Avoid being apologetic or groveling. I’ve seen this in an unsubscribe confirmation. It’s not pretty.

Leave Them With a Loving Feeling
An unsubscribe doesn’t have to hurt. It can be a pleasant, even humorous, experience. My favorite unsubscribe experience had me laughing out loud: After clicking on the unsubscribe link, I was taken to a webpage and asked, “Are you sure?” To answer yes to that question didn’t mean clicking on a “yes” button. Rather the words on the button were “I’m out of here.” That was funny enough, but then a popup box appeared asking, “For the love of god, are you sure??” I laughed out loud at that. I still unsubscribed, but I enjoyed the experience. They made me go through two clicks for the unsubscribe, but I didn’t mind because it was playful and unusual.

You don’t have to be a comedian to be good at unsubscribes. I share this story because it illustrates how to leave them with warm fuzzies for your brand. Just because they don’t want your emails doesn’t mean they’re boycotting your brand altogether. And wouldn’t you rather leave them smiling?

Reduce the Urge to Unsubscribe
Unsubscribe best practices are smart marketing, but even smarter marketing is having fewer unsubscribes. You can decrease the number of unsubscribes you get by proactively managing and meeting expectations:

  • Manage expectations by being clear from the very beginning what types of emails you will send and how often.
  • Send a welcome email to reiterate these expectations.
  • Deliver relevant, targeted and timely email messages that meet expectations.
  • If it’s within your capabilities, offer a preference center on your website to give recipients more control over the content and timing of your emails.

Unsubscribes might not be fun for you as the email marketer, but you can lessen the pain for both you and the subscriber by following best practices and making the most of every situation.

Marco Marini
CEO
ClickMail Marketing

Can Email Work as a Customer Acquisition Channel?

Friday, May 4, 2012 by eec Blog Contributor

Can Email Work as a Customer Acquisition Channel?
A lot of savvy email marketers ask the question of whether email can work as an acquisition channel. Because the power of email marketing is based on permission (which can’t be transferred), the assumption is that email can’t be used to acquire new customers.

In reality, email can be a tremendously powerful customer acquisition channel when it’s handled right. I am, of course, biased, since ividence is an ad exchange for acquisition email. Still the numbers bear me out.

Acquisition Email by The Numbers
The DMA found that the average return on investment for every $1 spent on email was $40.56 in 2011. That number far outstrips other marketing channels. Though that number is an average that includes retention email, it gives a good idea of the potential that email has as an acquisition channel.

 

Additionally, click through rates on email beat out those for display. The average CTR for online display ads is 0.09%.

Email by contrast has an average CTR of 5.2% according to Epsilon’s most recent data. Acquisition email CTRs are lower on average (because there’s not an established relationship with the recipient). Still, ividence’s average CTR for acquisition email is 1.5%, or more than 16 times the CTR on display.

Facebook ads have an even lower CTR than display—0.051%—or 30 times lower than the acquisition email CTRs that we see.

And last, but not least, eMarketer’s 2011 figures show online ad spending up by 23% YOY, which an anticipated growth rate of 23.3% for 2012. That means more advertising dollars available for trying new, efficient channels.

So if email can work as a customer acquisition channel if done well, how do you do it well?

Getting Acquisition Email Right
Because the inbox is a very personal space, email marketers must work very hard to respect consumers in that space. That’s never truer than when you’re introducing a brand to a consumer via email. For acquisition email to work for all parties (the brand, the consumer, and the list owner), there are three concepts that must be followed:


1. Respect subscribers
Email marketing derives much of its power from permission and trust. When a consumer subscribes to an email list, there’s an implied expectation that the list owner respect that trust. For acquisition email to be effective, it needs:

 • Permission – Just as retention campaigns should only be sent to opt-in subscribers, acquisition email campaigns should only be sent to subscribers who have given the list owner permission to send third-party offers. There also needs to be an option for the recipient to unsubscribe from advertiser’s offers or to unsubscribe from the list all together.


Clarity – Only the list owner has permission to send emails to their list, so their brand name (or the name of the list) should be in the mailfrom and mailfrom friendly fields. This makes it easy for the subscriber to understand why they’re receiving the email, reducing spam complaints and increasing open rates.

2. Ban “batch and blast” from your vocabulary
To be welcome, emails need to be relevant to the recipient. Send too many emails that a subscriber doesn’t relate to, and they’ll become an unsubscriber (or worse, will report your email as spam).

Any acquisition emails needed to be carefully targeted to the recipients most likely to be interested. Behavioral targeting is among the most effective segmentation techniques, driving higher open, click through, and conversion rates.

However, if the publisher you are working with can’t offer behavioral targeting, you should at least narrow by demographics or geographic data. Alternatively, you could send different offers to different targets: a clothing retailer could segment by gender or an insurance company could include different package options to people at different income levels.

3. Continually optimize
Just as importantly, don’t send to the entire (targeted) list at once. If you send in smaller waves, you can use the information gathered at each stage to optimize your target. If you’re testing two different creatives or subject lines, you can also pause the losing treatment once you have enough data to select a winner and get a better response from the full campaign.
 

An example of how this played out for a real brand is a bank client that we worked with at ividence. Our client was looking to drive acquisition of new real estate loan prospects.

In addition to the typical challenges that all brands face with deliverability and following legal requirements, financial institutions are very sensitive to concerns about phishing and fraud as well as the unique regulation around the banking industry. In a study by David Daniels of The Relevancy Group, 41% of banks and credit unions surveyed said they were somewhat to very challenged in overcoming fears of phishing and fraud.

Using the above approach of respecting subscribers, targeting smaller email sends, and continually optimizing the campaign, we were able help them drive new leads. The ividence team and platform monitored and adjusted the targeting of the campaign after its launch, which resulted in an over 1800% increase in the number of leads generated by the campaign between its first and last month. There was a simultaneous 233% increase in effectiveness (ratio of leads generated to emails sent).

Unsubscribe rates for the campaign were in line with those of retention campaigns in finance, and abuse complaints were below the average seen in retention campaigns (below 0.01%).

 

Have you used acquisition email to grow your business or to generate revenue from your email list? What tips would you add to this list?


Eric Didier, ividence

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

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

 

 

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

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

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

 

Managed Email Marketing: The Benefits of Outsourcing Your Email Marketing

Monday, November 16, 2009 by Marco Marini

 


If you're still managing your own email marketing campaigns without any outsourced expertise, you might want to take a look at the benefits of outsourcing. Here are just a few of the many benefits of outsourcing for better managed email marketing:

  • Increase your deliverability rate
  • Improve your email design and email rendering
  • Gain a deeper and more actionable understanding of your reporting and metrics · Protect your online sending reputation with expert advice
  • Have more staff time for other initiatives
  • Add the highest caliber email marketing expertise to your team without increasing your payroll
  • Draw on more and broader email marketing experience with seasoned professionals guiding you
  • Spend more time on strategy and planning, less on implementation
  • Enjoy a solution that automatically scales with your growth
  • Know you're working with the best email service provider for your business
  • And ultimately, improve your email marketing ROI!


If you want to learn about better managed email marketing via outsourcing, reach out to ClickMail Marketing for more information.