The internet was designed to be a free exchange of information wherein anyone, upon a loose framework mainly having to do with networking and rendering capabilities, could join, share and digest what they wanted. Email was developed as a predecessor to the internet.  Again, one in which, as long as you had the most basic SMTP compliancy between networks, messages would be handed off between point A to B.

Today, email has turned into a monumentally powerful marketing tool and communication channel that still rivals the internet and other upcoming social networks, regardless of which side of the "email is dying" debate you fall under. With email marketing, forward to a friend, sharing links, email filters and forwarders, along with major ISPs providing outsourcing solutions (like Google Apps), the audit trail of an email is sometimes all but impossible to decipher without CSI level forensic header analysis.

But, you don't care about all this.


What should you care about?

When you place an order to have something delivered with the USPS, UPS or FedEx, that item almost never leaves that company's chain of custody.  Meaning, if you dropped it off with FedEx, the recipient will most likely receive it with FedEx.  Again, there are exceptions, but the vast majority of the time this is the rule.  When you send an email out, though, it may be going to a Yahoo! domain address, then forwarded on to a Gmail domain address and finally rendered in Outlook 2007.  What can you do to ensure that your mail has the highest rate of making it to its final destination regardless of the cyber hops in the middle?

1. Ask your recipient up front if their email address is still, indeed, the right one to be using. I check over 8 different email accounts on a normal day, and with inbox email aggregators with dynamic collection addresses (such as OtherInbox), I probably have several hundred email addresses (with OtherInBox I can use disposable email addresses) that will get to me somehow.  However, the email address to sign up with your service when I was a fresh college grad and using my Alumni account may no longer be at the top of my list.  So, I appreciate it when companies I do business with ask me if that's still the one I should have on my account.  If it is, I click through on a prompt when I login.  If not, it takes 2 seconds to change.  I don't get asked this every time I login, but perhaps, every 6 months or so to ensure the email address is fresh.  Guess what?  My Alumni account is forwarded to my Yahoo! account.  So, I changed it to have my Yahoo! account receive the email directly (and thus avoid any errant filtering on the part of my school).

2. Authenticate outbound email. Period. DKIM was designed not to break when making multiple hops in an email's path to the final destination.  Unfortunately SPF will because of the technical nature of email headers, but with DKIM enabled mail, if it comes through at Gmail verified and then is forwarded on to AOL, the DKIM signature stays intact and the message has a higher likelihood of being delivered.

3. Here's the bad part.  Just like you as a sender pushing mail out to a recipient, when email is forwarded to another domain by the recipient domain, the reputation and deliverability of that mail falls back on the ISP doing the forwarding.  For instance, I run my own domain hosted through Gmail.  When you send an email there, it gets forwarded to Yahoo! which is what I consider my central email nervous system.  But, sometimes, email from Gmail gets bulked at Yahoo! because of Gmail's reputation.  This means I don't get my mail.  What can you do about it?  Gently remind your subscribers to check their spam folders for mail that may have accidentally fallen prey to a filter somewhere.  In my case, I'll get email that randomly gets bulked (as opposed to breaking any obvious best sending practices) and have made it a habit to check my spam folder often.

4. Check your content in multiple web clients. Oftentimes, an email sent to a Comcast domain looks fantastic, but when forwarded to an AOL accounts, looks horrible.  Now, like in #3, a lot of this is out of your control if the actual content is changed en route by the ISP.  But, if you ensure that your content looks good in the different clients, you increase your chances that when an ISP doesn't reach in and play with the HTML when it's being forwarded along, it will look fine in the end email inbox.

5. Have unique identifiers in your unsubscribe links tying an email address back to a particular sender.  If I unsubscribe from my Yahoo! address on an email that was sent to me originally at a Gmail account but was forwarded on, you could end up shooting yourself in the proverbial foot.  I could have any wanted email to my Yahoo! account stop but the Gmail email continue.  Recipients will oftentimes setup multiple email addresses for one account, or across multiple accounts you as an ESP or single sender support, so directly tying that recipient's unsubscribed email address to their preferences (and not the one that happened to actually do the unsubscribing) is key.

This is pretty technical stuff, folks.  But, in order to stay on top of the original intent of email being free flowing and having as few barriers as possible, you must be cognizant of the challenges in your path.  Reach out to your technical team to ensure you've got these points covered.  And remember, an email address is easily disposable.  We, as marketers, tend to see them as having high stickiness.  But, recipients can come and go with fluidity and tracking them along the way with their permission (ultimately their keeping you informed of their moves) keeps you in touch with your customers.

Chris Wheeler
Director of Deliverability
Bronto Software
@ChrisAWheeler

Not every email marketing best practice is an obvious one. In fact, in our experience at ClickMail Marketing, there are quite a few best practices that companies seem to look over or deliberately ignore. The result? The opposite of best practices, or what we kindly call "common email marketing mistakes" rather than worst practices.

In an industry where a half a percentage point can make or break a campaign, it's our opinion that tweaking and optimizing every possible factor is worth the effort. With that in mind, I asked our staff to compile a list of the top 10 mistakes they see when deploying email campaigns on behalf of clients. The good news is that they only came up with nine. And the even better news is that these are all easy best practices to adapt and adhere to.

Below are the common mistakes seen by the staff at ClickMail, and what you can do to avoid them:

Common email marketing mistake #1: Sloppy Copy

• Check your spelling. Copy and paste into Word and run spell-check if you need to. Also check the spelling in your links. If your URL is wrong, so are you.
• Read the copy. Don't scam, skim or skip over. Reading is the only way to ensure proper use of language like "their" vs. "there" vs. "they're", missing words, incorrect punctuation or poor sentence structure. Best practice: Print it out to read on paper. Even better best practice: Read it out loud.
• Employ a second set of eyes for final review. Once you've written, read and edited the same piece of content many times, it is no longer fresh to you and errors are easily overlooked. Ask someone else to run spell check and read the copy. You may be surprised to see what you missed.

Common email marketing mistake #2: Crummy Coding

• Set the pixel width to 600. This prevents the need to scroll to the right—and the potential to lose interest if someone feels they have to do too much work to read your email.
• Don't use CSS (Cascading Style Sheets) in your HTML coding. It is stripped out by many ESPs, meaning your message can be lost. Even if you've spell checked it and done all the best practices described above!
• Many ESPs also suppress images by default, as do email clients (about 80%). Do not create your email message out of one big image or your subscribers may only see a blank page with a little, tiny red X. If you use any images, to be on the safe side, utilize a View Online feature so they have another way to see images if they are suppressed.

Common email marketing mistake #3: Cold Calls to Action

• Your call to action (CTA) should be in text format, not an image because—as mentioned above—images are suppressed by default by many email service providers and email clients.
• Include two to three instances of your CTA above the fold (in the first 300 pixels). Make sure to include at least one graphical and one textual CTA.
• The top one-third and the left-most area of your emails are the most valuable real estate. Try to place a CTA those areas, in text and as minimal images.

Common email marketing mistake #4: Poor Subject Lines

Your subject line should be seven words or less (or 35 characters). Most people know this but might not know that the following conditions in a subject line can be flagged as SPAM:

• Percent of Capital Letters: Too many uppercase letters compared to lowercase letters
• Repeating Capital Letter: Too many upper case letters in a row (e.g., SALE)
• Gaps: When the words have gaps between letters like s*t*y*l*e
• Repetition: When letters or characters are repeated (*****)
• Special Character Flag: Overuse of special characters (e.g., & $ # @ ( )[ ] !)
• Punctuation Flag: Too much punctuation (…) or the type of punctuation (!)
• Word/Space Ratio: Spammers use blank spaces to catch the recipient's attention resulting in a high ratio of spaces to words
• First Character Flag/First Word Flag: Subject lines starting with a special character or punctuation. Words like "Free", "hey", "Sale" etc.

Common email marketing mistake #5: Obscure "From" Label

Your From address is key information used by subscribers to determine if your email is spam or not. If it's not relevant or recognizable, they may mark it as spam, or just delete it without opening it.

Common email marketing mistake #6: Floating From Address and/or Domain

Keep a static "From" address and/or domain, and ask to be added to the recipient's Safe Sender list at the top of each email.

Common email marketing mistake #7: Lazy Lists

• Utilize the Forward to a Friend (FTF) feature to organically grow your list.
• Practice good and consistent list hygiene. Most people know to honor opt outs in 10 days to be CAN-SPAM compliant but you should also clean your list(s) of hard bounces after each send, plus monitor soft bounces and remove from your list as needed.

Common email marketing mistake #8: Competing Links

Don't include competing links, period. Unless it's a newsletter, most emails should be single subject with a single call to action. If it's a sale, link to the appropriate sale items. If it's an invitation, link to the registration page etc.

Common email marketing mistake #9: Unfair Unsubscribe

The unsubscribe link must be the first step, per CAN-SPAM. Don't make people jump through hoops to opt out.

Now, I hope you read the nine common email marketing mistakes above and nodded your head in agreement, confident you're innocent of all.  If not, if even one of those nine listed tripped you up, go fix it now and increase your ROI later as a result.

- Marco Marini, President & CEO, ClickMail Marketing

Marco Marini is an acknowledged expert in e-marketing with over a decade and half's-worth of experience in the field. Before taking over as CEO, he was CMM's VP of Marketing & Operations. Marini has also held key marketing positions with CyberSource, eHealthInsurance, DoveBid and IBM Canada.

The eec blog post introducing the new "render rate" (by the Measurement Accuracy Roundtable) has drawn dozens and dozens of comments to date – from supportive to some that question the value of the standardization initiative.

There were also a number of comments and questions that indicate many people still don't understand what the open rate does and doesn't measure and how open rates are actually tracked. This blog post will be the first of a series from various members of the Measurement Accuracy Roundtable that address the comments and questions posted on the blog.

Before diving into a detailed explanation of how the open rate works and what it does and doesn't measure, I wanted to remind everyone of the core objective and purpose of this initiative.

The Measurement Accuracy Roundtable was formed with two primary purposes:
1) To ensure that email industry metrics that were widely adopted accurately measured what they were designed to measure;
and
2) That the metric was measured consistently by vendors and marketers. The intent was not to eliminate metrics or pose our opinion or preferences on email marketers.

With that background and reminder, let's dive into the basics of the open rate, which hopefully conveys why the eec took up the initiative to standardize this popular email metric…

How open rates are measured: Your email technology automatically inserts html code that references an invisible (often referred to as a "clear" or "1×1″) tracking image in your email, usually at the bottom of the email.

Like the other images in your HTML emails, they are actually hosted on a server, not embedded within the email. When a recipient opens the email, and images are not blocked, the image is called/pulled into the html message from the hosting server. As the image is pulled into the message, it is appended with a unique identifier that is associated to the receiving email address. That rendering of an image associated to an email address has been commonly referred to as an "open." Now, it gets more complicated.

When an "open" is counted: With the above definition in place, let's look at the scenarios in which an open is counted or reported:

Every week the EEC adds new content to its Whitepaper Room. Here are the latest additions:

eMarket2: The Anatomy of an Effective HTML Email Message
It takes more than just good content to make an email effective.

*Have a whitepaper you'd like to contribute? Email it to whitepapers@emailexperience.org.

Before DMA07, we solicited questions from our members and subscribers, promising to post them in our booth at the show and recruit email experts in attendance to answer those questions. We got some great questions and tons of great answers:

1. How important is it for email creative to match the same look and feel as the order page/landing page?

Marc Pitre, Wampower.com: It's critical to keep the branding consistent between emails and landing pages. Both the creative and the message itself must be consistent to be impactful to the end viewer. It's too easy to dilute your message, so keep it consistent.

Andrew Osterday, Premiere Global Services: Landing pages are often ignored or an afterthought, but can have a strong impact on conversion. The flow from email to landing page should be seamless in both messaging and look and feel. Consider custom landing pages rather than linking to the site.

Stephanie Miller, Return Path: Very. Especially in promotional messages and prospecting. Be sure that the offer in the email is front and center—don't make me scroll. Using a custom landing page can improve conversion rates up to 50%. Definitely worth the investment in optimizing landing pages—they are the fulfillment of the promise created in your email message and it should be a seamless experience.

Michael Fishers, Alterian: It is very important—lack of matching in look and feel produces confusion, feels uncoordinated and impacts response accordingly.

Joel Book, ExactTarget: Providing creative continuity between the email and the associated landing page is vital for driving response and conversion. According to Forrester Research, "92% of business decision-makers go online to research products and services before buying offline." By using email to deliver relevant offers to customers, marketers are accelerating the buying process. The key is to make it easy for the customer to buy—having consistent look and feel for email and landing page achieves this objective.

2. Do the same elements found in traditional printed letters (salutation, closing, signature, p.s.) work for emails?

Melinda Krueger, Krueger Direct: Yes, to the extent that they reflect a personal, one-to-one approach to communication. Corporate "billboards" are easy to ignore; personal correspondence is not. Consider the "voice" and use the personal pronoun!

Elie Ashery, Gold Lasso: Yes, depending on personalized and relevant the message is. Personalization doesn't necessarily mean name, but rather actual content.

3. What do you consider best practice when it comes to accessing and changing email preferences? On one hand, it has to be easy for subscribers to go and edit their subscriptions. On the other hand, no one else than the subscriber should have access to change the subscriber's information. Do you recommend a login, a verification email with required action before changes take effect, a notification email notifying the subscriber that changes have been made, etc…?

Loren McDonald, J.L. Halsey: The simplest means is to include a link in the subscriber's email so that only they can click through to the preference center/update profile page. For sites that link registration (e.g., an ecommerce site), you can link the two processes. A notification email that confirms the changes is always a good idea.

Jeanniey Mullen, Email Experience Council and OgilvyOne: The preference center is a critical element of a successful email program. It can increase the life and engagement of your consumer. Keeping access to preference centers secure is critical but so is keeping access simple. Most companies offer encoded links to preference centers that allow you to bypass the logon elements. If you are using a secure center, password retrieval features are key.

Joel Book, ExactTarget: The key to using a preference center to gather customer needs and interests is to ask for only that data which is needed to deliver relevant and timely information through email. It is critical that you explain why you are asking for this information, how it will be used, and how the customer can update his/her profile. Remember, you are building trust.

Melinda Krueger, Krueger Direct: Consider a 1-2 punch. First capture the impulse to subscribe, then, as an optional second step, ask for more information. Consider offering an incentive (tied closely to your email value proposition) and explain that you are asking to avoid sending irrelevant emails.

4. Is there a proven happy medium between images and text in an email? Do too many or not enough images reduce response?

Elie Ashery, Gold Lasso: Email marketers today need to design their emails with the assumption that their recipients' have their email clients set with the images turned off. This means that the recipients should be understand the gist of the message without its images. Images should be used to enhance text, not replace it.

Chad White, Email Experience Council: The "happy medium" is per industry and depends on both your content and the reader in which the person will be viewing the email. For example, a B2B email that's likely to be read on a Blackberry should be all or mostly text. But retail emails where product images are so vital should be mostly HTML.

5. How can you tell if an email is being read in a preview pane only then deleted?

David Daniels, JupiterResearch: If someone clicks in a preview pane, can you hear them? It is all about behavior. If there are no clicks, there's no engagement, so attempt tactics for reactivation (survey, sweepstakes, etc.). The only real way to determine if an email has been read is by clicks.

Stephanie Miller, Return Path: Great question! Technically, there is probably not a way to get 100% pure data unless you put a "pixel" that is triggered by the scroll. However, you could track performance by proxy in one of two ways: (1) by putting a "morse type" link at the top (visible even when images are suppressed) that promotes the offer and "opens" the email, or (2) by analyzing clicks on text links below the fold which are not visible when images are suppressed. Frankly, I'm not sure why this measure is valuable if your preview pane is optimized, it will drive engagement, not a deletion.

Loren McDonald, J.L. Halsey: Open rates are tacked via a tracking 1-pixel image. So if images are enabled and a reader "views" the email (whether it is opened or not) it will count as an open. If images are blocked and the email is viewed in the preview pane (or fully opened), it will not count as an open. As a result, click-through rates are a much better gauge of email activity.

6. Can a newsletter sell or is it better for branding?

Jordan Ayan, SubscriberMail: Email marketing is about building relationships. If you approach it as a sales medium, you are looking at it from the wrong perspective. Can you sell with email? Absolutely, but for long-term success, you have to focus on delivering relevant content that highlights your brand and keeps recipients wanting more. Then they will give you permission to sell them electronically.

Kara Trivunovic, Premiere Global Services: A newsletter can sell if it is done right. The newsletter should be editorial in nature, with a majority of the content being relevant, value-add information. If sales copy is going to be included, it should be done as a soft sell, wrapped in editorial when possible.

Stephanie Miller, Return Path: Yes! Optimize to do both: (1) Educate customers about the full benefits of the products. (2) Engage subscribers to interact with your company, website, sales team, blog etc. (3) Lead prospects down the sales cycle by educating and asking questions.

7. Is it practical/realistic to budget for file growth from viral marketing? Can we count this as a tactic, or is it just "either."

Michael Salin, M.J. Salin & Associates: Yes! Emerging marketing genre are heavily based in viral practices…word of mouth, social networking. You should test and quantify viral programs – consumer talking to a consumer is the highest/strongest marketing communiqué. Quantify the send and free creative is a way to promote the idea.

Chad White, Email Experience Council: You can definitely budget for viral growth. In general, you can expect pass-along rates of 1%-2%, but it depends on the prominence of your send-to-a-friend links and how often you encourage readers to forward your emails. For instance, some retailers have "friends and family" event emails where part of the messaging encourages recipients to forward the discount offer to others. Doing emails like that will boost your pass-along rate.

8. If no legitimate ESP will allow the use of purchased lists in their system, how do data brokers and email appenders who focus on this market stay in business?

Craig Swerdloff, Postmaster Direct: Our experience has been that top-tier ESPs will send for lists that offer list rental, assuming certain requirements are met. They include explicit permission from recipients, proper list hygiene, good reputation scores, and compliant/unknown user rates within allowable thresholds.

Stephanie Miller, Return Path: The owner of the data sends the message on your behalf—so the initial mailing is from the data source inviting the subscriber to opt-in for email from you. Many marketers who send mail in-house, use internal append very successfully. There are best practices to ensuring your sender reputation is protected.

Loren McDonald, J.L. Halsey: List brokers manage the email databases for companies whose list members have agreed to receive third-party offers. The emails are sent "from" the list owner to the list member. Once the subscriber opts in to specific a marketer's program, they have given permission to the marketer. At that point, ESPs will allow the company to send to the subscriber.

9. What is the single most popular offer that drives people to register and share their information? We are desperately trying to collect emails from our customers and it's been very challenging.

Stephanie Miller, Return Path: As is true in all direct marketing, offer something perceived value for free. But the question should really be around how you can construct a powerful email experience that will entice and engage your prospects. While many will sign up for something that is free, your response and ROI will only come when the email program itself has consistent value.

10. What is the right frequency for retail email programs? It seems like many retailers are at 2x+ per week. Does not mailing at that frequency hurt my chances?

Austin Bliss, FreshAddress: Unfortunately, there is no "right" frequency. You should send on a schedule that provides value to your recipients—e.g. if you have daily sales, you can send daily. But if you have nothing to say 2 times a week, you shouldn't mail at that rate because you will have incurred complaints/unsubscribes.

Chad White, Email Experience Council: There are lots of factors to consider here, including the frequency at which your products tend to be purchased, the content of your email (both promotional and service-oriented content), the length of your email, etc. For example, Blue Nile emails once a month, recognizing that jewelry is not a frequent purchase. Home Depot, on the other hand, sends once a week, targeting subscribers' weekend projects. And then there's Neiman Marcus, which emails 7+ times a week, engaging its fashion hungry subscribers with info on new products, store events, discounts and video and article content.

11. If you send five or more emails to the same recipient and they aren't opened, does your domain/IP get reclassified as spam by the ISP? This obviously isn't standard across all ISP's. If this is in practice by some, which ones are they?

Stephanie Miller, Return Path: List quality is definitely a factor in sender reputation. Having a large number of non-responders on your file could reduce your "score" among ISPs/receivers. ISPs generally don't publish the "rules" that they use, as publishing them would expose them to abuse by spammers.

HAVE SOME INSIGHT TO ADD? Please comment below, just be sure to include the number of the question that you're answering.

The Email Experience Council's charity project this year is the Women's Bean Project (WBP), a nonprofit that helps women break the cycle of poverty and unemployment by teaching workplace competencies for entry-level jobs through employment and by teaching job readiness skills in the gourmet food production business. More than a dozen eec members have been working on building the WBP an email marketing program basically from scratch since July. We've been really busy, as you can see from Stephanie Miller's September update.

My major contribution to this initiative is competitive reconnaissance, so the WBP could learn from other organizations similar to their own. I've shared some thoughts at various points in our discussion, but wanted to put together a more comprehensive report and post it here so that more people could comment and get involved.

Competitive Set
The WBP is nonprofit that uses retail sales to support its activities, so we wanted to look at other nonprofits and particularly those with a clear retail angle. I looked at Aid to Artisans, Dress for Success, Habitat for Humanity, Newman's Own, Ten Thousand Villages, The Enterprising Kitchen and World of Good.

Sign-Up Process
World of Good and Ten Thousand Villages used a double opt-in process, while the others used a single opt in. The subscription process at Dress for Success and Newman's Own failed, as I never received any emails from them, so it's possible that they use a double opt-in system as well.

After a spirited discussion, we decided that a double opt-in system would be best for the WBP, as it would increase list quality and reduce some of the list management needs for the nonprofit.

Welcome Emails
Only Aid to Artisans, Ten Thousand Villages and World of Good sent welcome emails—none of which were very good. They mostly missed the opportunity to use their welcome email to reinforce their brand positioning, communicate their mission statements and get the new subscriber involved.

Ten Thousand Villages and World of Good both had a strange sign up system. First, they sent a text-only subscription confirmation email (double opt in), then an HTML email confirming the successful subscription, and then a text-only welcome email that had less information than the previous HTML email. The only new information that it had was an unsubscribe link. Upon a successful opt-in confirmation, the WBP should definitely just send an HTML welcome email and forgo any kind of opt-in confirmation email.

None of the welcome emails included whitelisting instructions, which was a huge missed opportunity.

For those that didn't send welcome emails, they were slow in sending their regular emails. Since many only send emails monthly, if you subscribed right after they send one out, you'd be waiting nearly a month to receive anything from them.

Aid to Artisans had the best welcome email of the bunch (see below), since it had HTML branding and links to its store, donation page and events listing. But it lacked whitelisting instructions, an unsubscribe link, and any kind of statement of mission. Also, the centered text was a bit hard to read, especially since there were no blank lines or special typography to break up the text into more easily scannable bites.

Regular Emails
There are several things worth noting with their regular emails. First, only Ten Thousand Villages make good use of navigation bars. Aid to Artisans' nav bar is at the bottom of most its emails, just like it is in its welcome email, although sometimes it's on the left-hand side in column form. And Habitat for Humanity (see below) has a listing of "More Ways to Get Involved" at the bottom of their emails, but no nav bar.

Second, World of Good and Habitat's emails featured a modular design that made it easy for them to add items to the newsletter. As you can see in the World of Good email below, it's a little unsophisticated, but when you don't have many people to manage your email marketing this kind of design can simplify email construction.

That email is also a good example of my third point, which is that some of these marketers make a point of highlighting the people that their activities help. Obviously the people angle is a lot of why people purchase from or get involved with these organizations. I think that profiles of the WBP's workers, messages from staff members and pictures from events should play prominent role in the WBP emails.

All in all, Ten Thousand Villages' email design (see below) is the closest to what we've developed for the WBP so far. It includes a personal angle by featuring an artisan and combines it with product images and descriptions.

If anyone has any recommendations or thoughts on any of this, please comment below. If you're an eec member and you'd like to get involved with this project, please contact Ali.

—Chad White

Every week the EEC adds new content to its Whitepaper Room. Here are the latest additions:

BlueHornet: HTML Rendering in Outlook 2007 - Top 10 Questions & Answers
How to code and design HTML email templates that render effectively in Outlook 2007.

Chad White: Retailers Gravitating toward Single Sender Addresses
Managing multiple sender addresses and getting them all whitelisted is proving tough.

*Have a whitepaper you'd like to contribute? Email it to whitepapers@emailexperience.org.

Do we KNOW that emails with graphics get better response than text-based e-mails? Could it differ from industry to industry? —M.H. (from Lead Generation Roundtable webinar sponsored by Bulldog Solutions on Aug. 14)

The Voices of Email had this advice:

Jeanniey Mullen: This is a great question, and the answer is totally dependent on the type of email message sent.

From prior research, it appears that truly service-based emails—like welcome emails, confirmation emails and the like (ex. Your online payment has been posted)—do not perform any differently whether they are text or include graphics.

However, service-based emails that have soft sell elements—i.e.,. opt-in to our email program, or people interested in this are also interested in this—perform 2-10 times better with graphics to help focus attention.

As far as general marketing messages, I think this is a great question to re-study in the marketplace. Years ago, many tests were done and in most cases HTML outperformed text. However, in today's handheld world, text may begin to show additional benefits.

Chip House: R.J. Talyor from our strategy team weighed in with some great info we have related to mobile rendering:

—Across six different combinations of text and HTML emails, the highest click-through rates across three client email tests were achieved by maintaining an HTML version while improving the text design. This approach was achieved by maintaining the HTML version while altering the text version to include a brief (1-2 sentences) teaser followed by a "View as a Webpage" link after.

—With the increase of smartphones in the market (current penetration is 7%), sending an email with the most flexibility is imperative. Sending as HTML or text only can alienate or frustrate subscribers whose email client or device can only display in one or the other.

—Based on testing with three email marketers (one B2C marketer; two B2B marketers), we recommend sending in multi-part MIME with the text version optimize.

Amy Bills: The answer to the images vs. no images question isn't the same for every communication. You need to consider the specific communication and call the action of the email. What are you trying to accomplish? What is the recipient expecting? I know it's not the magic answer, but to a large extent it comes down to testing what works for your audience.

Let's say your objective is to initiate a dialogue, engage prospects in a conversation, maybe introduce them to your company. For this purpose, in a B2B context, I do think that images can serve you well. They can be used to call attention to certain calls-to-action, present a polished face for your company. The example I'd use is Marketing Watchdog Journal, Bulldog's monthly sales and marketing newsletter. This is a lot of people's first real communication with Bulldog, so we're very conscious of how it looks and how robust the content is. We've been testing a streamlined version that eliminates all images and some of the design elements. Click-throughs are lower than on our fully designed version.

On the other hand, one of our Web designers loves a simple, text-only email he gets from Motley Fool. As a subscriber, he's already sold on their advice. He wants it succinctly presented so he can choose what he wants to learn more about.

Stephanie Miller: It does vary and in some industries like tech, text works better. This can be easily tested for your file. It's always a good practice to offer a choice of format (text, HTML or mobile).

Have some good advice that we missed? Please add a comment and take part in the conversation.

Have a question for the Voices of Email? Email Chad your question at chad@emailexperience.org and we'll REPLY TO ALL by posting the answers so everyone can benefit.

–>Read other Reply to All posts

Bulldog Solutions hosted a live roundtable on Email Deliverability for BtoB Lead Generation earlier this week. We expected a great turnout for this Webinar—and we weren't disappointed. More than 50% of registrants made time to attend the hourlong live event—an attendance rate that exceeds nearly every measure for online marketing we track in the Bulldog Index.

Our panel included two familiar EEC names: Stephanie Miller of Return Path, who is the EEC's vice chair for member initiatives, and Michelle Eichner of Pivotal Veracity, who leads the EEC's deliverability and rendering roundtable. That group produced the March report on email standards and bounce management that we referred to several times during the webinar. We also had Ryan Rutan, a senior programming analyst at National Instruments, who offered his perspective from an organization that's confronted many of the issues marketers are facing. You can view a recording of the roundtable here.

Prior to the webinar we solicited questions from our registrants, a practice we typically employ to help us ensure the panel addresses the audience's biggest pain points. As the EEC's Jeanniey Mullen pointed out, the questions themselves are fantastic market research.

Here's one observation I think we can all relate to. The questions showed us that marketers want a magic bullet. This is human nature and not surprising, but when the topic is complex, it's not always easy to provide. While they're certainly willing to put in the work on testing and research, and to consider variables such as industry and message, the fact remains we received many questions asking for answers on:
—The best time to send emails
—The most successful subject line
—The best word count for a promotional email
—A definitive answer on whether text or HTML is best

One attendee summed up the panelists' responses with humor: "Great stuff. Very knowledgeable panel. Bottom line: It depends. Ha ha."

During the webinar we promised attendees we'd answer some of the questions we didn't get to address during the live event. We'll use this blog and Bulldog's sales and marketing blog, as well as our Marketing Watchdog Journal newsletter, to communicate when we have some Q&A written up for the audience to explore.

—Amy Bills

Aside from testing, are there any minimal requirements that any email marketer can follow that will improve display on a Macs, PCs, and/or mobile devices? Or are there completely separate standards for each email client? —K.G.

The Voices of Email had this advice:

Deirdre Baird: First, ensure the HTML is valid according to either W3C or WDG standards. This is the single best protection for universal rendering.

Second, try to ensure the integrity of the message (branding, calls-to-action, etc.) are communicated even if images do not display. While alt tags are useful, they do not display universally in all email clients, so do not rely exclusively on alt tags as an alternative to image display.

And third—and this is more of an FYI—some mobile readers display the HTML version as text instead of displaying the Text part of a multi-part message (as many assume). If a significant percentage of recipients are assumed to be using mobile devices to read emails, then consider not only the text part of your multi-part but also what the HTML part will look like when rendered as text. If possible, ask customers at sign-up if they'd like a "mobile version" of the email and/or create a mobile version that folks can subscribe to.

Chip House: The goal is properly recognizing the differing needs of your subscribers and customizing the content and format to best meet their stated or observed needs. The first way to do this is to ask their preferences (HTML or text) at the time you capture the opt-in. If you don't get that information, then you have to try to optimize for how you want your subscribers to use and/or respond to your communication.

Let's look at mobile first. The challenge appears bigger than it actually is. For example, when you look at the total possible number of rendering combinations for mobile devices, which vary by mobile phone manufacturer, top ISPs, mobile data providers and mobile operating systems, you get 3,780 unique rendering possibilities. However, what we've found via our research is that 56% of users are less likely to read commercial email and/or newsletters on their mobile phone as they are on their laptop or desktop. The message there is you need to optimize the email for both the mobile and laptop/desktop computer environment. In fact, our testing showed that commercial email sent using multi-part MIME (includes both text and HTML parts) was the most versatile format. By this I mean it is most likely to render as HTML only for those systems that can display HTML well, and render as text elsewhere—such as on many mobile devices. However, the advantage of multi-part MIME over text here is that when a user saves or flags your email to look at it on their desktop/laptop, they'll get the graphic-rich HTML version you'd love them to see—which is also likely to deliver a higher click rate.

Testing the rendering of your email campaigns across a number of email clients and ISPs is the best way to overcome the difference in those systems. We use Pivotal Veracity's eDesign Optimizer heavily for this purpose, which allows for preview in a number of different mail clients (including Mac). Each has its own unique page break and image rendering rules, for example, which need to be optimized around. With a little testing, however, you'll be able to get your HTML in tip-top shape for nearly all recipients.

Stephanie Miller: Let me focus on optimizing for mobile. What actually renders on a PDA or Smartphone is determined by four factors:
1. The operating system and software (e.g., Palm OS, Blackberry OS, Windows Mobile)
2. The service provider (e.g., Sprint, Verizon, T-mobile, etc.)
3. The device itself (e.g.: Treo, Blackberry, HP IPaq, iPhone, etc.)
4. The user's settings

Yes, it's messy. And totally different than reading email on a PC. There is a temptation to just deliver text to mobile users, but I don't recommend this. First, because it's hard to know who is a mobile user (there is unfortunately no "sniffer" that tells the sender what device is being used (PC vs. mobile). Second, because mobile users are not just mobile users. They also read email in their PC-based email clients, where a nicely formatted HTML email still yields higher responses in most cases.

The best bet is to rely on Marketing 101—Know Thy Customer. Ask subscribers if they regularly read your newsletter or promotions on their PDA. Many mobile device users sync their device back to the PC and read newsletters there rather than on the road. If you believe that many of your subscribers read your email on their mobile device, then offer a mobile-friendly format (simple HTML with text) that can be selected at sign up or in your preference center. If you believe that many of your subscribers are sometimes mobile readers but often PC readers, then format your HTML (particularly the masthead and preview pane) to minimize the number of image links and other code that readers must scroll past to see the actual content.

Have some good advice that we missed? Please add a comment and take part in the conversation.

Have a question for the Voices of Email? Email Chad your question at chad@emailexperience.org and we'll REPLY TO ALL by posting the answers so everyone can benefit.

–>Read other Reply to All posts

We create shopping/advertising websites for media companies. People who register at the sites are invited to receive emails with special offers from the site. We start emailing each list after about 100 members sign up, but prior to hitting that threshold the only other email they would have received from the site is the confirmation email. I have been looking all over for some info on "starting from scratch"—a how-to or best practices for that initial email. Do the Voices of Email have any advice? —L.S.

The Voices of Email had this advice:

Rob Fitzgerald: Start the mental and marketing integration of your brand in that message—have it in the "from" line, the subject line, and in the email itself. Successful email marketing blossoms from consistency of message and consistency of branding. Also, be clear on the "what comes next," what types of email offers will you be sending. Leave no chance for misunderstanding and your registrants will appreciate that. Be sure to present the person with the clear opportunity to opt-out from receiving any future emails from you. Lastly, don't wait too long to send out marketing emails from the time the initial confirmation went out. There should be some immediacy to it or you risk disconnecting your registrant from your initial value-add.

Stephanie Miller: This is a great opportunity to launch an email conversation with prospects in order to engage early and lead them through the sales cycle. In fact, a conversation strategy on email is perfectly aligned with the goals of a newly launched shopping website—build the file over time, build relationships, optimize the early growth and leverage for future market saturation.

Today, you are "holding back" on sending email messages until you reach a critical mass of 100, and thus penalizing folks who join the list early. Rather, you want to celebrate these folks and "wow" them so keep reading and even tell two friends about your newsletter. Instead of thinking about it like a traditional publisher (where everyone gets the same content on the same date), think about it like a short-term email conversation—every subscriber gets the same experience. Email message one comes on day one, regardless if you signed up on June 1st or July 31st.

Offer something of real value for signing up—e.g., a free report or coupon—and use an auto-responder system that allows you to send brief, topical newsletters on a regular basis. If you have already built the website, send that content out in bite-sized, well-constructed tidbits to keep subscribers engaged. This will minimize the work and equalize the experience across all subscribers.

Once you set up this "series" of emails, you can trigger it for all new subscribers, regardless of the day they sign up, or their position in the queue. Using the same series for each subscribers ensure that each has a similar (and optimal) experience.

After you learn from this email conversation, active buyers can be converted to a more traditional promotional email program, where everyone gets the same promotion on the same day. But using a conversation in the beginning ensures that you engage fully with new subscribers, and optimize sales across the board.

Good luck!

Jeanniey Mullen: I would start with a strong subject line that includes the company name and something that indicates these are message they requested. For example: XYZ: Site special offers now available. Or: XYZ is ready to bring you special insights

I would also focus on the copy reminding people that they asked for this info, and VERY clearly giving them an opportunity to opt out of this section only.

Hope that helps!

Chip House: We've found that the Welcome email may in fact have the most impact of any email you ever send your subscribers. Opens, clicks etc. all tend to be the highest for an initial email, then can drop off from there if you don't continue to engage your audience or follow-up on the promised content, education or offers promised when they opted in. My advice is to first put substantial effort into optimizing that email. Sure it is transactional in nature, but make sure you do things like:

- Reiterate what they can expect from you in terms of content and frequency.
- Ask them again to add your "from" address to their address books to "ensure good deliverability and rendering."
- Don't forget to make it compelling. Using HTML is best. And don't be afraid to use the CAN-SPAM legitimized commercial content below the transactional introduction.

Getting off on the right foot will pave the way for your first set of campaigns. If you are speaking to their needs, no need to wait for a critical mass.

Chad White: Welcome emails are absolutely critical. Ideally, they not only quickly reassure subscribers that they are subscribed, but they also set the tone for the relationship and reinforce expectations that were (hopefully) established during the subscription process. Unfortunately, only about two-thirds of the retailers I track via RetailEmail.Blogspot use welcome emails, and then only a fraction use them well, missing the opportunity to promote their content, plug their services and tout unique and popular products. At the Email Insider Summit in May, Niti Chhabra, an email marketing consultant to BabyCenter, said: "Give them a reason to save the welcome email." If you don't feel like you're doing that, then you should sit down and makes some changes.

Almost as important as that welcome email are the few that follow it. With each email they're going to be asking themselves, "Was subscribing a mistake?" In some cases, you can increase your chances of keeping that new subscriber if you use an onboarding campaign, where you extend the introduction process. I just wrote a reportlet on onboarding emails that may help you, and in a few weeks I'll be releasing the sequel to last year's Retail Welcome Email Benchmark Study.

Have some good advice that we missed? Please add a comment and take part in the conversation.

Have a question for the Voices of Email? Email Chad your question at chad@emailexperience.org and we'll REPLY TO ALL by posting the answers so everyone can benefit.

–>Read other Reply to All posts

The Direct Marketing Association's Email Experience Council recently signed up for the email newsletters of 118 of the top online retailers tracked via RetailEmail.Blogspot. What we found was that there's a clear trend toward subscription processes that are quick and easy, and increasingly transparent.

"The old adage 'you only get one chance to make a good first impression' transcends to an email marketer's efforts in creating a good opt-in experience," says Elie Ashery, president and CEO of email marketing software and services company Gold Lasso, the sponsor of the study. "The opt-in process sets the tone of how a future email relationship between a company and customer will unfold."

Along with this shift toward greater ease of subscribing, the confirmation page is rising in importance. Rather than making customers complete long subscription forms, many retailers are now allowing people to subscribe with just an email address and then allowing them to express delivery and content preferences on the subscription confirmation page.

Also, addressing privacy concerns is a best practice that's seeing adoption approach the 50% mark, and providing a sample newsletters is a clear emerging best practice that should help reduce opt-outs, with nearly 12% or major online retailers doing that.

Ashery adds, "Lasting impressions taken from the opt-in process can be directly linked to the ease of subscribing, relevant subscription choices available, the speed that a confirmed opt-in email is delivered, and most importantly, information on what the subscriber should expect from their email relationship such as content, frequency and format."

On the content front, 28% of retailers offer more than one content selection, with it ranging from two all the way up to the 50 content options offered by Amazon.com. Nearly 6% of retailers offer a local store update.

When it comes to transparency on frequency, however, retailers do a poor job. Not even 7% of retailers give subscribers any kind of idea how many emails to expect. And only one retailer, Coldwater Creek, allows subscribers to opt to receive a monthly only email.

Format-wise, nearly 12% of retailers offer plain-text versions of their newsletters during the sign-up process. Because of the superior responses from HTML emails, retailers may be hesitant to give subscribers this option.

Here are some other findings from the study:

• Only 3% of major online retailers use a double opt-in subscription process.

• Only 92% of retailers have an email sign-up form or link on their homepage.

• More than 43% of retailers allow customers to sign up for email with one click from their homepage.

• The subscriber's name (31%) and zip code (18%) were the two most often required pieces of information.

Get the Full Report
The full 37-page study presents a range of best practices and emerging best practices for your consideration, as well as a formerly popular practice that appears to be falling out of favor. It also includes numerous examples of creatives to help illustrate each point.

Visit the Whitepaper Room to download the full report, which is free for EEC platinum members, available at a discount to EEC gold and silver members, and available for $179 for non-members. Not a member? Learn more about becoming a member of the Email Experience Council.

—Chad White