There is a growing subculture emerging in the Email Industry.   This narrow subculture is built around the role of the Email Deliverability consultant.  These email folk heroes often hold “silver bullets” that dramatically alleviate problems caused by poor email deliverability.  Whether it’s resolving sender reputation issues, aligning sectors of your email program to meet legal compliance, or ensuring that all technical considerations are met, these masked magicians with assistants named Tonto can help.

There seems to be a critical knowledge gap that needs to be addressed.  Often the requests to hire an industry “folk hero” (consultant) originate from a marketer who wants to fully optimize the organization’s email program.  Factors that optimize programs include, but are not limited to, list quality and data collection, increased open rates, better ROI tracking, and achieving optimal inbox placement rates.  As much as marketers might want an optimized program, they often do not fully recognize the technology challenges of getting email delivered to achieve these desired results.   When that happens, for certain organizations, it’s time for The Email Deliverability Consultant: Email’s Lone Ranger.

A Marksman who gets his hands Dirty

Depending on the scope of the project, these consultants offer a wide range of deliverability services, including, but not limited to a deep understanding of list quality and data collection, email authentication best practices, setting up FBLs, bounce handling and infrastructure.  Consultants also commonly help with sourcing, installing and configuring optimal specs for both commercial and open source MTAs.  Frequently, the scope of the project grows into in-depth consulting on email engagement, response or retention campaigns or designing strategies that integrate complimentary marketing channels such as mobile platforms and social media.

Masters of Disguise

As we know, consulting by nature is a feast or famine type career.  And often, email deliverability consultants are positioned in precarious situations and exploited by bad actors.  Suspect senders often pump consultants for information on where to find responsive email lists or, even worse, ask about revealing key contacts at Yahoo, or other ISPs.  Deliverability consultants’ clients largely come from referrals and word-of-mouth.  That said, they live by a strict moral code of conduct, because they sometimes face important ethical decisions; at times, they must choose between a paycheck and literally firing a client. 

The Audit Process

The Audit Process is a “state of play” snapshot of the deliverability climate within the organization.

Usually, deliverability consultants will require answers to a set of detailed questions  and an analysis of overall infrastructure (technical setup) before any type of contract is in place.  During the audit, clients may seed consultants on different types of emails (marketing, transactional, etc) where they could begin reporting on items such as blacklist status, reputation, authentication tests, content, and inbox placement rates, etc. Consultants will then try to identify trends within the email list, such as attrition rates, opens, clicks, and sign up rates.   Some feedback is then given to the client, but deliverability consultants generally need to access additional data, such as bounce handling, FBL monitoring, send rates, and identifying email streams.

Contracts

A typical contract is somewhere between 30-90 days, with ongoing support in place.  However, most organizations are likely to add to the scope of services and have other goals in mind beyond deliverability.  These days, organizations that have prevalent stakeholders will go to great lengths to gain an edge over their competitors.  So, in many cases, an ongoing contract can grow out of the original short-term agreement.

The behemoths in our industry are companies like ReturnPath , Pivotal Veracity (Unica) and Goodmail which is widely known for certified inbox placement.  These companies collaborate extensively with established ESPs and large enterprises.  However, below I’ve listed a few other respected industry resources, the majority of which have over a decade of email deliverability experience.   Each has experience with organizations that range in size from ESP startups to F500 corporations.

In their work as Email’s Lone Rangers, these consultants can most often revive a company’s deliverability afflictions, so that key members of the organization can hop back in the saddle without too much damage done to its sender reputation. 

This article was inspired by:

· Jaren Angerbauer, DeliveryVision

· Andrew Bonar,Emailexpert

· Micky Chandler, Whizardries

· Greg Kraios, Den of Deliverability

· Laura and Steve Atkins, Word to the Wise

 

"Hi-yo, Silver, away!"

 

Fred Tabsharani

Port25 Solutions, Inc.

@tabsharani

Reposted from the Unica Blog

The last week has been an exciting one filled with travel, a speaking engagement, meeting new people and a few I've never met face to face and a spate of calls from recruiters seeking Deliverability Stormtroopers. Suddenly I feel like the popular kid in high school, which is great as it's making up for the relative anonymity of my formative years. The rash of phone calls and "in-network" messages has left me scratching my head and wondering, why now? What's going on? And what have all these companies been doing before they started their search?

A few positions as I learned were for the inevitable attrition that occurs at every company, people leave, move on and have to be replaced with qualified personnel to pick up the good fight. However, there seemed to be several that were just getting onto the bandwagon and deciding that it was time to dedicate a resource to email deliverability. Well to those that are looking to replace individuals I wish you luck, there seems to be more demand than available bodies, but that's always the case for a niche position. For those that are just getting into the mix and deciding to throw money at the problem I applaud your efforts and desire but I also implore you to consider the following.

The Myth Of The Bat Phone

I fear that some of these new position and hiring managers might still be under the impression that an ideal  deliverability candidate is nothing more than a walking Rolodex of phone numbers to the guardians of the inbox: postmasters. For those of you that still think there's such a thing as a bat phone I'm here to tell you, change that bat channel and stop drinking the kool-aid.

Deliverability is not predicated on who you know or how many cases of beer you send to an ISP; it's within your grasp and most certainly squarely on your shoulders to improve. The fact is that ISPs are strapped for resources just like marketers. It's a lean market and there simply aren't enough people around to adequately staff postmaster teams.

To help marketers help themselves many ISPs have created a wealth of information on their sites to get the job done in lieu of picking up a phone. From an automated reputation checking tool on AOL's postmaster pages to the bulk sender guidelines of Gmail and Yahoo!'s list of bounce codes. These are the real keys to the kingdom and information that every company should be researching, cataloging and incorporating into their marketing programs.

Cha-cha-cha-cha-changes, Turn & Face Your Mail

If you're not ready to change how you do business, or your internal culture regarding deliverability I implore you not to waste someone's time by anointing them the deliverability messiah. Deliverability is not a stop gap measure or a cure-all for bad mail practices. The value that a qualified deliverability person brings to any company is being an advocate for best practices and a check and balance for over-eager mail practices, ok, the dumb stuff we all want to do in the name of ROI.

That list you found on a laptop in a drawer at the back of the store room is not going to help your bottom line. Quite the contrary it may be something of a slap in the face if not a 2x4 to the head. Your deliverability storm trooper is your conscience, they are there to help you help yourself. Be prepared to make some important changes that may mean you send less mail but the quality and the responsiveness of that smaller list will certainly be far superior to the flood of marketing that disengaged your audience in the first place. Oh and remember all those hard bounces you thought might deliver if you clicked your heels enough time, he or she will most certainly put a stop to that!

Invest In The Right Tools

I can't stress this enough. Your deliverability jedi needs a light saber, an elegant weapon as Obi-Wan put it, not a crude blaster. Ok, but sometimes we have to start with the crude before we can arrive at elegance. However you get there, just do it, invest in your own reporting capability, give this person the tools he or she needs to help you achieve delivery bliss. This will include access to log files, reporting like you've never seen and some really great delivery and rendering tools.

Consider joining appropriate industry groups like MAAWG and the EEC. It's important to understand the developments that surround messaging, not just email marketing, but the kinds of things that ISPs face on a daily basis. Keep this in mind as it will help frame the problem, marketers talk about deliverability, ISPs talk about messaging abuse. Legitimate mail, and that stuff that barely passes the sniff test, makes up a fraction, a really small fraction, of the billions of pieces of email that are blasted across the net every single day. The problem of spam and false positives is far more complicated than you might think at first. This is where your deliverability expert can step in, help educate internal users and external clients and set proper expectations.

Keep in mind, we're all in the same boat floating on the same planet, well most of us anyway, and striving toward the same maxed out ROI, but there's the force and the dark side. Be prepared to be humble in this endeavor and you will do well. Oh and consequently if you know of anyone that meets the above criteria, we'd be interested in speaking to them too.

Cheers!
-Len Shneyder
Director of Deliverability & Messaging
Unica | Pivotal Veracity

The email industry's latest buyout happened a few days ago and we witnessed a highly reputable email monitoring and deliverability reputation company Pivotal Veracity agree to buyout terms from Unica, an Email Service Provider with  gunpowder. Unica is attempting to be a "one-stop shop" for marketers that utilize their suite of services and with the acquisition of Pivotal Veracity, Unica may have completed it’s mission of also providing email reputation and deliverability services to its core clients.

What amazes me about this transaction is that Pivotal Veracity was really making strides in becoming a thought-leader in this small field,  and was competing closely with archrival ReturnPath.  I believe the buyout could potentially alienate a number ESP's from eventually partnering with Pivotal Veracity.  As a result of the buyout, ESPs will be very cautious in their approach to working with Pivotal Veracity. However, this by no means diminishes Pivotal Veracity's tremendous accomplishment and a huge congratulations is in order to everyone associated with Pivotal Veracity including but not limited to Deirdre Baird, Michelle Eichner, Jordan Cohen and Len Schnyder.  It certainly looks like Pivotal Veracity accomplished their goal and executed on their exit strategy perfectly.  For many successful companies, "stage five" constitutes an exit strategy of some kind. This process usually happens after key executives and members of the board vote on such an initiative.  I just think that stage five might have come a bit early for Pivotal Veracity.

All evidence seems to show that the real winner in this transaction is ReturnPath.  ReturnPath no doubt also has an exit strategy, but they appear unwilling to divulge a strategy or partner with an ESP at this point, given their unique leadership position and respected voice in the industry.  Although Pivotal Veracity has many well spoken and thought provoking leaders on their staff, I think ReturnPath and their consummate staff are the real superheroes here.  From  Stephanie Miller, the passionate and relentless email advocate to the outspoken J.D. Falk, whose innate knowledge of email technology and deliverability illuminates us all.  Then, of course, there is the self-proclaimed spamfighter himself, Neil Schwartzman. Without a doubt, ReturnPath’s luminaries saturate the industry with reliable and balanced messaging every time.

Furthermore, with leading services in place that are more robust than ever (such as the latest from Sender Score outlined here by Spencer Kollas), and definitive plans in place for maximizing and monitoring domain reputation for senders, the future looks promising.  When you take emails bright future into account, it appears that  ReturnPath is poised for many quarters of strong growth.  I don’t want to sound like an analyst here, but I really think ReturnPath has what it takes to raise the bar for the entire email community and further develop its existing reputation services.

With these developments, ESPs will now will look to ReturnPath as the consummate leader in the email reputation monitoring space and see one fewer rival, one fewer choice to make.  Senders and ESPs will find that ReturnPath is the only high level and sovereign conduit for stellar email deliverability monitoring and reputation.  The allure of ReturnPath is its stout independent position in our space (a positon that only those in our space truly appreciate.) Certainly Matt Blumberg, George Bilbrey and their hardworking crew can now navigate the email reputation landscape exclusively.

At some point in the future, I’m sure ReturnPath also has an exit strategy in mind and that strategy is not for us to surmise. I would venture to guess that as the industry continues to mature and consolidate, ReturnPath may consider filing for an IPO, especially as we see continued consolidation in this space.   I think what matters most is to enjoy the exciting journey that ReturnPath is paving for our industry.  We now have two choices: we can either watch or we can help them build a company of which we can all be proud of. 

Fred Tabsharani

Port25 Solutions, Inc.

@tabsharani

Waltham, Mass. – January 13, 2010 - Unica Corporation (Nasdaq: UNCA), the recognized leader in marketing software solutions, today announced that it has acquired privately-held Pivotal Veracity, a leading provider of tools that enable companies to optimize the deliverability and reputation of their digital communications, for approximately $17.8 million in cash....

--Click here for MORE--

-Dennis
Eloqua 

Don't Just Send, Deliver!

(The Deliverability Forum is a series of interviews I hosted with industry leaders and luminaries over the past few months.  It came to closure last week and I have shared the final post with takeaways and highlights from the Bronto blog.)

It is with a bit of ennui that I must close this series.  Many thanks to everyone who contributed to the blog posts over the last few months and gave their uncensored opinions around what they find valuable, in need of change or what interesting developments are in the pipeline.  As we began, so we will end - you may not have direct access to these industry leaders but I hope the conversations I've shared have given you insight into the minds of those who have direct influence over the email industry from a sender's and receiver's perspective.  And thank you for the comments and readership thus far.

If you missed any of the blog posts, they are laid out below in chronological order with a high level summary of the post and my takeaways for you as a reader to glean from the interview.  Also, I've included a "definition" section at the bottom of this post if there are any acronyms that you might be uncertain about.  Please scroll down to access it.

The Players:

The FTC (post) describes in the US government's own voice how spam is regulated and counteracted.  Ethan Arenson, the FTC Spam Coordinator, spells out the very serious consequences of not being CAN-SPAM compliant and where to go for their exacting interpretation of what exactly is required of all commercial mailers.  It also shows the government's willingness to help curb the problem of unwanted email by enforcing industry standards such as authentication in a non-legal but best standard way.

My take: While most commercial emailers are compliant with the law (especially if using an ESP such as Bronto), it remains in your best interest to stay cognizant of the law and have someone you trust and can defer to when you're not sure if what you're doing is legal.  Also, the FTC regularly updates the Act's provisions so make sure to stay abreast of the latest rules that are voted in by the FTC commissioners.  We are talking about law here with real civil and criminal consequences if broken.  You don't want to find yourself being accused of a federal crime wherein ignorance of the law won't hold much water!

Pivotal Veracity's (post) President and CEO, Deidre Baird, explains the importance of both authentication and user engagement.  Pivotal Veracity is neither an ISP nor an ESP, but rather a deliverability intermediary services company with deep expertise around content and email disposition.  Also, Pivotal Veracity is a partner of Bronto.  As the interview mentions, without a conscious eye towards the emerging shift in ISP deliverability patterns, specifically around user engagement and authentication, you'll find your program in trouble.

My take: As AOL puts it, "send relevant email to people that want to receive it!"  Are you doing everything you can from an infrastructure standpoint to ensure your email doesn't attract negative hits when being scanned and determined for acceptance by the ISPs?  And, once delivered, is the email being received well by your recipients?  If you can't categorically answer in the affirmative to both of those questions, you have some major homework to do or else risk your mail being deemed irrelevant and sent off to the bulk folder or bounced back.  Both cost money.

Razorfish (post) chimed in from a email content and strategy perspective.  Whitney Hutchinson, Group Director, Strategy and Account Services, sums it up nicely by hitting on these key points: engage your recipients with appropriate creatives, have a holistic marketing approach for the relationship management and take into account the "stacking effect" which is a result of the newly emergent communication technologies available to market to recipients through.  Email is now one of many.

My take: While email is now just one piece in a wide breadth of technologies (i.e., Twitter, Facebook, LinkedIn, Google Wave, SMS, etc.), it is still the most important and most trusted conduit of content that recipients most engage with consistently over time.  It has proven itself as a reliable protocol, even older than the internet itself (history)!  But, recipients have become increasingly savvy with its adoption so making your content stand out amongst the sea of email users get is at the vanguard of a successful marketing program.

ReturnPath's (post) President, George Bilbrey, still believes email is the "killer" app.  ReturnPath, while not an email sender or receiver, hosts a suite of services ranging from ESP to ISP products and plays a significant role with its liaison relationship between both senders and receivers.  He poignantly breaks down the exacting metrics ISPs use to measure user engagement (i.e., open rates, click rates, spam complaints, panel votes, etc.) along with the idea of domain reputation.  ReturnPath is a partner of Bronto.

My take: Authenticate, watch your complaints and make sure your domain reputation is healthy.  Yahoo! and AOL have already moved over to using domain reputation as a determining factor for deliverability - so to even ignore those two at this point with their combined estimated 142.4 million unique inboxes is perilous.  ISPs are fighting off spam and user interpreted unwanted email; don't let your mail take on these smarmy characteristics.

Cloudmark (post) occupies a very distinct space in the email industry as being a provider of anti-phishing, spamming, virus and other threat vector services to ISPs only.  Jamie Tomasello, Abuse Operations Manager, posits that authentication doesn't actually imply good mail but rather mail that is verified as coming from the declared source.  Interestingly, she adds that user engagement is not a net positive measurement - you can have negative user engagement as well depending on what the user does with your mail that is perceived by the ISPs and companies such as hers when it's not wanted.  Permission is tantamount.

My take: Bronto and many other responsible ESPs require permission based marketing as the only source of email addresses senders can email to.  Why?  Because it shows the true intent of the recipient to actually want your email; they've taken an action that is clear and deliberate to let the sender know they want the email.  By assuming recipient desire and emailing recipients who haven't given permission is casting a large net that will cause deliverability issues.  Think about it.  When was the last time you marked an email as spam or deleted it when you didn't knowingly sign up for it?  That's what I thought.

LashBack (post) rounded up the series as the final contributor with James O’Brien, Director of Marketing.  LashBack is dedicated to monitoring unsubscribe requests, suppression list abuse and whether an unsubscribe mechanism exists.  This directly ties into CAN-SPAM compliancy as well as being inline with email marketing best practices - when a recipient communicates to you they don't want your email anymore, you should honor this request without question or judgment.  Also, LashBack is putting together the first Email Compliance Summit which should be highly anticipated by senders and ESPs who want to stay on the cutting edge of unsubscribe policy.

My take: With the unsubscribe mechanism being one of several ways a recipient can directly and easily communicate intent with the email sender (others being complaints lodged with the respective ISP or direct email to the sender's role accounts), it is a very useful metric to measure the impact your mail is having on recipients.  Are you sending too much?  Too frequently?  Not targeted enough?  It's the job of the marketer to find that sweet spot where relevancy, recency and frequency are met with the recipients to not drive them to unsubscribe from your mail.

Definitions:

• CAN-SPAM: Controlling the Assault of Non-Solicited Pornography And Marketing Act of 2003 is the law the federal US government enacted to combat spam and other unwanted and malicious email.

• FTC: Federal Trade Commission is the arm of the federal government in charge of enforcing and maintaining the CAN-SPAM Act.

• ISP: Internet Service Provider of which the largest B2C ISPs are Yahoo!, Hotmail/Live, Gmail and AOL.  Email provider or receiver.

• ESP:  Email Service Provider such as Bronto.  Email senders.

• SPF: Sender Policy Framework is a type of email authentication that is path based and validates the sending entity.

• DKIM: DomainKeys Identified Mail is a type of email authentication that is encryption based, validates the content of a message hasn't been tampered with while in transit and can be tied back to a sending domain.

I hope that the Deliverability Forum and this wrap up have helped you with your deliverability programs.  Still have questions?  Comment below and let's keep the conversation going.

Chris Wheeler
Director of Deliverability at Bronto
@ChrisAWheeler

So, what are the benefits to a solid domain-based reputation?  What are the ramifications of a suspect domain? Will an ESP still send for me if my domain reputation is less than stellar? How will the actions of my subscribers influence my deliverability?  Is my domain portable? 

The dawn of domain-based reputation is upon us and legitimate senders everywhere are celebrating, albeit soberly.   In a recent Pivotal Veracity report, many leading ISPs have begun to employ domain-based reputation as an effective technique of measuring a sender’s reputation by computing assorted spam-related variables and, perhaps more importantly, subscriber engagement actions.

As Chris Wheeler eloquently breaks it down for us here, ISPs currently base a user’s reputation at the IP level and have only recently begun to show that email authentication as an enabler for domain reputation, along with positive subscriber actions, will increase deliverability to the inbox.  Domain based reputation is a boon for the deliverability landscape and is rife with opportunity for ISPs, ESPs, reputation services, and marketers alike.

If and when ISPs choose to compute your sending reputation, this computation will become your domain score.  For now, let’s call it The Domain Reputation Index (DRI).   This index will essentially be a quick reference to show how ESPs and reputation organizations will track your deliverability and subscriber engagement. Simply put, the DRI will become part of your domain DNA.

Domain Portability: A Boon for Marketers and ESPs  

For example, marketers who have a high DRI index (relative to industry benchmarks) will be able to leverage this score, and (assuming their domain name is portable) essentially have ESPs clamoring for their business. When a switch by a marketer occurs, ESPs will naturally gravitate toward DRI, much like a client with a good credit score who intends to find the best interest rate possible on a mortgage.  

In a recent comment on a Clickz article, Jim Fenton comments that  “Portability is but one of the advantages of domain-based reputation, but the extent to which reputation is portable between ESPs depends on how the respective ESPs work.  Some ESPs send as, for example, newsletter.brandname.com, which would be portable if brandname decided to switch. But others send as brandname.espname.com, which would not be portable. The extent to which the brand wants to be portable needs to be considered when choosing ESPs.” 

ESPs, on the other hand, have much to gain from the DRI windfall.  Properly managed, ESPs can manage preconditions to their clients that meet or exceed better than average DRI scores.  ESPs also have the ability to dictate the level of portability for domains.  This decision is ultimately that of the domain owner, but ESPs may help influence new customer adoption of the portable domains by offering “portability” as a standard or premium service.  The rising popularity of domain portability raises an important question: Should all domains be portable?

Furthermore, ESPs that have large domain sets (many clients) will have a “front row seat” to look into their senders’ DRI, and will  prescribe methods for developing a higher reputation score.  Clients of ESPs will adhere to stricter policy controls dictated by ISPs, knowing that their DRI is at risk if they continue to send suspect mail. DRI is also in danger when recipient engagement metrics fall below industry benchmarks.   When suspect senders realize that their DRI is below average and ISPs have shown them little mercy on delivering to the inbox, suspect senders will have no choice but to proactively engage or seize operations with ESPs.  The dilemma for ESPs is whether or not to maintain a relationship with marginal senders who are well paying, conscientious clients. Each ESP will have to decide where to draw the line on this type of client..   ESPs who stay vigilant will have the most to gain.

 It’s 1849 for Reputation Services

The Domain-Reputation Index (DRI) may be governed by independent 3^rd party entities who will aggregate data of millions of domains.  Companies that could represent such an index may include, but are not limited to, Pivotal Veracity, ReturnPath, GoodMail,  Email Data Source, ESPC, and others.  I did not mention DNS because that system is taxed already.  All of these companies may consider entering into the attractive DRI market, and establishing benchmark DRI thresholds that define, good, bad, and marginal sending behavior.  Among the various other reputation tools in their arsenal would be the ability to certify and publish millions of DRI domain records for the email industry.  Such a collection of records would cause these companies to become the most trusted throughout the industry.  

Think of the big three credit reporting agencies, and then compare them to these email reputation-based organizations.  These entities will have rich warehouses of deliverability and engagement data that will span many verticals and benchmarks.  We’re already seeing traces of this with the latest Pivotal Veracity report on your email engagement index, which is based on multiple sources that are aggregated monthly across authenticated domains.  These reputation agencies will develop a hierarchy of domain reputation building blocks and become a trusted resource as leading advocates for legitimate senders.   

As the email technology and deliverability landscape evolves in a direction that prioritizes individual consumer engagement, marketers must create more relevant communications than ever before to ensure they get into the inbox, creating better ROI.  Certainly, a deliverability index is imminent, whether we call it a DRI, or another name.  Organizations such as Pivotal Veracity, ReturnPath, EEC, MAAWG, CAUCE, or ESPC should begin to consider forming governing bodies focused on Domain Reputation.  The development of the domain reputation index is beneficial to the continued development of  legitimate senders. 

It’s truly going to be interesting to see how the ISPs choose to develop a moniker for the concept of Domain Reputation.  Hopefully, this blog has answered some questions about the need for the domain reputation index in the email industry.  In theory, there are lots of advantages; however, the advent of DRI also gives rise to many more challenging questions.  How will domain-squatting or “domain look-alike” have an effect on DRI?  Do you limit the number of domains a corporate entity would require?  One would think that an effective DRI would exist by rolling up these “sets of domains” for larger corporate entities and developing “one” corporate DRI.  What would that entail? What about domain limits or regulation?  

Also, there is disagreement about whether or not we need further regulation by limiting how many domains a corporate entity would have, given the versatility and the importance on branding.  Since a registry (which currently assigns and maintains domains) does not have the necessary systems in place to measure the use of a domain, what body, (government, or non-government) would be the likely prevailing body? 

 

All of these questions will need to be pondered as the use of domain reputation in the email industry continues to unfold.  Undoubtedly, there will be bumps in the road along the way that need to be worked out.  Nevertheless, it is important to support the continuing development of the domain reputation index because, in the end, your reputation is all that you really have.

Fred Tabsharani

Port25 Solutions, Inc.

@tabsharani