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PHX MUG – July ‘23
Unlocking Deliverability With Marketo Engage
July 07/12/2023
Raja Walia
Principal Consultant / Founder of GNW
Consulting
13x Years Certified Marketo Expert
Certified Architect/Master
Bizible Specialization
SFDC Admin / Dynamics Admin
Akande Davis
Director Of Operations
GNW Consulting
1x Marketo Certified Master
3x Marketo Certified Expert
© 2021 Adobe. All Rights Reserved. Adobe
Confidential.
Agenda
▪ Inbox Juicer
▪ What Is Deliverability
▪ Sender Policy Framework (SPF)
▪ DomainKeys Identified Mail (DKIM)
▪ Domain-Based Message Authentication Reporting and Conformance (DMARC)
▪ Brand Indicators for Message Identification (BIMI)
▪ Deliverability Killers
▪ Spam Traps
▪ Blocklists
▪ Database Cleanliness
▪ Cracking Email Deliverability in Marketo Engage
▪ Bounce House
▪ Non-responders
▪ New Record Warm-up
▪ Tools (Free & Paid)
© 2021 Adobe. All Rights Reserved. Adobe
Confidential.
Inbox Juicer
** Not real feature. For comedic relief purposes only
What Is Deliverability?
© 2021 Adobe. All Rights Reserved. Adobe
Confidential.
Email Deliverability Is…
Email deliverability measures the success rate of your emails reaching subscribers'
inboxes instead of being marked as spam and relegated to the junk folder. It directly
impacts your business communication effectiveness, trust-building, and marketing
success and at the end of the day, business revenue.
Your Sender Reputation is crucial and can be likened to building a reputable brand
or personal identity. It's important to send emails that recipients genuinely want and
engage with. When recipients consistently open, read, and interact with your
messages, it signals to email providers that your emails are valued. Prioritizing
recipient engagement and delivering compelling messages aligned with subscriber
preferences is key.
© 2021 Adobe. All Rights Reserved. Adobe
Confidential.
Pillars of Deliverability
Sender Policy Framework (SPF):
When an email is sent, the recipient's mail server can check the SPF record published in the sender's domain DNS
settings. The SPF record contains a list of approved IP addresses or domains that are authorized to send emails for that
particular domain. If the sender's IP address matches one of the authorized IP addresses or domains listed in the SPF
record, the email passes the SPF check and is considered authentic.
DomainKeys Identified Mail (DKIM):
DKIM works by adding a digital signature to the email headers of outgoing messages. This signature is generated using
a private key associated with the sending domain. When the recipient's email server receives the email, it retrieves the
public key from the sending domain's DNS records. The server then uses this public key to verify the signature in the
email headers.
Domain-Based Message Authentication Reporting and Conformance (DMARC):
DMARC allows domain owners to publish policies in their DNS records, specifying how receiving email servers should
handle emails that fail SPF and DKIM checks. These policies define the actions to be taken, such as monitoring,
quarantine, or rejection of emails that do not meet the specified authentication requirements.
© 2021 Adobe. All Rights Reserved. Adobe
Confidential.
Pillars of Deliverability (Bonus)
Brand Indicators for Message Identification (BIMI):
BIMI works in conjunction with other email authentication protocols like SPF (Sender Policy Framework), DKIM
(DomainKeys Identified Mail), and DMARC (Domain-based Message Authentication, Reporting, and Conformance). It
leverages these protocols to verify the authenticity of the sender's domain and the email message, ensuring that only
legitimate senders can display their brand logo.
When an email is authenticated using DMARC and aligns with the BIMI policy, the recipient's email client fetches the
brand's logo from a verified location specified in the DNS records of the sending domain. This logo is then displayed
alongside the email in the recipient's inbox, providing a visual indication of the email's authenticity and associating it with
the brand.
Deliverability Killers
© 2021 Adobe. All Rights Reserved. Adobe
Confidential.
Spam Traps
Pristine Traps: Pristine traps are email addresses that have never been associated with active mailboxes. They are
intentionally published on websites to identify poor list acquisition practices or spammy senders. Pristine traps indicate
serious issues with list acquisition since there is no legitimate way for these addresses to enter a list.
Recycled Traps: Recycled traps are email addresses or domains that were once active recipients but have become
inactive (not accepting mail) for an extended period before being repurposed as traps. They highlight both poor
acquisition practices and the failure to remove unengaged recipients from your list, posing a significant concern for list
maintenance.
Parked Traps: These domains, while not technically traps, mimic their behavior and may point to list maintenance
problems. Some domains are parked at registrars or monetization sites, like Namecheap or Above.com, while others are
leased to commercial trap providers for their trap networks.
Typo Traps: Typo traps occur when individuals make errors while signing up for your mailings, resulting in incorrect
email addresses. It is important to streamline and optimize your sign-up process to minimize these occurrences. While
most typos are caused by human error, it's worth noting that some typo domains are owned by the Mailbox Provider.
© 2021 Adobe. All Rights Reserved. Adobe
Confidential.
Block Lists
Domain-Name System Based Blocklists (DNSBLs): A list of blocked sending domains
Real-Time Blocklist (RBLs): Catches offending IP addresses in real time
Diagram of how blocklists operate courtesy of spamhaus.org
Senders can end up on blocklists for a number of reasons
but it is primarily due to poor sending practices, sending to
spam traps, email content etc.
When your email deliverability is affected due to being
listed on a blocklist, you will typically receive a notification
outlining the steps for potential removal. Blocklist
providers often offer a self-service option where you can
provide your contact information and explain the reason
for the block. Some may provide a specific email address
and subject line for your case.
© 2021 Adobe. All Rights Reserved. Adobe
Confidential.
Database Cleanliness
Maintaining a clean database with active, engaged subscribers is an important part of maintaining your overall Email
Deliverability. There are a few things to consider when looking at database health, including:
Old Email Addresses: What is the overall age of your current subscriber lists and how active/engaged are they with the
content that is being sent out?
Inactive Recipients: If subscribers are not old or aged out, are they active and engaged with the emails that they are
receiving?
Data Enrichment Tools: Are subscribers being enriched via a data enrichment tool with a high level of accuracy for
subscriber details including email addresses?
Purchased Lists: Were subscribers acquired from a purchased list from a third party vendor/content syndication rather
than voluntarily opting into your database?
Let’s Talk Marketo Engage
© 2021 Adobe. All Rights Reserved. Adobe
Confidential.
Our Bounce House Protocol
In every Marketo Engage instance we recommend creating a Bounce
House Program. This Program leverages Smart Campaigns and Smart
Lists to take care of Bounces, Chronic Non-Responders, Invalid
Emails, Bot Clicks, and monitor Unsubscribes due to Spam
Complaints.
Here is how we define each Smart List:
▪ Chronic Non-responders are Persons who received 5+ Emails and
did not Open or Click any of them in the last 2 months
▪ Hard Bounces are Persons who had a bounced email with a
category 2 (Email Invalid) or category 1 (Spam Block)
▪ Potential Bot Clicks are Persons who exhibit Bot Click activity or
received an Email and clicked a link in the Email but did not Open
an Email or Visit the web page in the last 30 days
▪ Soft Bounces are Persons who soft bounce from an Email send
with a category 3 and a subcategory of 3999 (Out of Office) a
category 3 (excl. OOO) in the last 30 days
▪ Unsubscribed because of Spam Complaint is anyone who
Unsubscribed and the reason is Customer complaint received from
ISP
© 2021 Adobe. All Rights Reserved. Adobe
Confidential.
Right To Jail (Database) Jail
Our standard practice for Hard Bounces that are Spam or Email Invalid is immediate deletion,
but for our Chronic Non-responders, Chronic Soft Bounces and Potential Bot Clicks we
do something a bit different…
Persons that are impacting our Deliverability, but could be valid records, are marked as
Marketing Suspended = True. While we may not want to purge from the Database, we do
want to make sure they are valid. In these cases, those Person are added into our
Reactivation Program as a last effort to capture them before completely purging them from
the Database. Our Reactivation Program contains a few key elements:
1. We send out three text-based Emails over a one week period to records once they are
added into the Program.
a. The Email content is geared towards asking for permission to keep them in our
Database and give them a heads up that they will be purged
b. We use text-based Emails and keep the content as simple as possible
2. If a Person bounces on any of the Emails, they are added to the deletion bucket.
3. If a Person does not bounce but is unresponsive i.e. no Emails Opened, they are added
to the deletion bucket.
4. If a Person does not Open but Clicks an Email, they are added to the deletion bucket.
© 2021 Adobe. All Rights Reserved. Adobe
Confidential.
Let’s Get You Warmed Up
An element of Email marketing that is often overlooked, but is key in
getting and maintaining great Email Deliverability, is the practice of
warming up new Persons in the Database.
A warm-up period is a period where the Person will live on an
exclusionary Smart List and receive Emails that are outside of the regular
send cadence to demonstrate that they are valid, deliverable, and
engaged. We recommend warm-up Emails to include token elements
were possible (First Name, Company Name, etc.)
Examples of warm-up Emails include:
▪ Welcome Emails
▪ Double Opt-in Confirmations (most relevant for GDPR/CCPA)
▪ Persona Surveys
▪ New Subscriber Offers/Rebates
▪ Text-based Emails (usually sent from an LDR/Rep profile)
▪ Whitelist Instructions
▪ etc.
All The Tools
© 2021 Adobe. All Rights Reserved. Adobe
Confidential.
Leverage Marketo Engage Tools
Identify Problematic Audiences: We like to run weekly Email Performance Report subscriptions that drill down by
Lead Source, Industry, or other relevant Segmentation to identify which audiences are the best or worst performing in
terms of Email Deliverability. You can also use domain specific Smart List rules to only look at those records from
Domains that are known to be offenders.
Track Offending Persons: Using Smart List Subscriptions, we can help easily identify which records are the cause of
poor Email Deliverability and the ones being flagged as spam, invalid domain, etc. and allows the Admin to remove
those records from sending and purge them.
Capture Bounce Details: With a combination of a Trigger based Smart Campaign and Custom Fields set to capture the
Email Name {{trigger.Name}} that bounced, the Type of Bounce {{trigger.Trigger Name}} that it was and the Category of
the Bounce {{trigger.Category}} admins can better track what Emails are leading to bounces which impact deliverability.
Dedicated IP Addresses: While a Dedicated IP Address does require a warming process, when done correctly, can
yield incredibly high Deliverability rates when compared to shared IPs which can be impacted by other users leveraging
the IP Addresses.
© 2021 Adobe. All Rights Reserved. Adobe
Confidential.
Leverage Marketo Engage Tools
Request Whitelisting: For specific Person segmentations that Marketo Engage is sending to on a regular basis, such
as customers, you can request that they add the sender domain to an internal Allow list as well as the sender IP
address. This will ensure that Emails make it to the inbox every time for that audience.
Everest Deliverability Tools: Within Marketo Engage, the Deliverability Tools provided by Everest can be a
gamechanger when it comes to understanding inbox placement, Spam Traps hit, and even Email engagement beyond
Opens and Clicks. Their robust set of tools work well with Marketo Engage to allow for a fuller picture of Email
Deliverability performance.
© 2021 Adobe. All Rights Reserved. Adobe
Confidential.
Free Tools To Use
There are a number of free and freemium tools to use to help improve
deliverability and troubleshoot how well your sending domain and IP
address are performing. We recommend checking across multiple platforms
to ensure that results are accurate:
▪ Google Postmaster Tools (Set this up if you haven’t!)
▪ Microsoft SNDS (Set this up if you haven’t!)
▪ Spamhaus.org Checker
▪ Sender Score
▪ MxtoolBox
▪ Barracuda Central
© 2021 Adobe. All Rights Reserved. Adobe
Confidential.
Next PHX MUG
▪ Let’s meet in person!
▪ Recommendations on where we should host? Comment or email
raja@gnwconsulting.com
[Tips/Tricks] Unlocking Deliverability With Marketo Engage.pdf

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[Tips/Tricks] Unlocking Deliverability With Marketo Engage.pdf

  • 1. PHX MUG – July ‘23 Unlocking Deliverability With Marketo Engage July 07/12/2023
  • 2. Raja Walia Principal Consultant / Founder of GNW Consulting 13x Years Certified Marketo Expert Certified Architect/Master Bizible Specialization SFDC Admin / Dynamics Admin Akande Davis Director Of Operations GNW Consulting 1x Marketo Certified Master 3x Marketo Certified Expert
  • 3. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Agenda ▪ Inbox Juicer ▪ What Is Deliverability ▪ Sender Policy Framework (SPF) ▪ DomainKeys Identified Mail (DKIM) ▪ Domain-Based Message Authentication Reporting and Conformance (DMARC) ▪ Brand Indicators for Message Identification (BIMI) ▪ Deliverability Killers ▪ Spam Traps ▪ Blocklists ▪ Database Cleanliness ▪ Cracking Email Deliverability in Marketo Engage ▪ Bounce House ▪ Non-responders ▪ New Record Warm-up ▪ Tools (Free & Paid)
  • 4. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Inbox Juicer ** Not real feature. For comedic relief purposes only
  • 6. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Email Deliverability Is… Email deliverability measures the success rate of your emails reaching subscribers' inboxes instead of being marked as spam and relegated to the junk folder. It directly impacts your business communication effectiveness, trust-building, and marketing success and at the end of the day, business revenue. Your Sender Reputation is crucial and can be likened to building a reputable brand or personal identity. It's important to send emails that recipients genuinely want and engage with. When recipients consistently open, read, and interact with your messages, it signals to email providers that your emails are valued. Prioritizing recipient engagement and delivering compelling messages aligned with subscriber preferences is key.
  • 7. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Pillars of Deliverability Sender Policy Framework (SPF): When an email is sent, the recipient's mail server can check the SPF record published in the sender's domain DNS settings. The SPF record contains a list of approved IP addresses or domains that are authorized to send emails for that particular domain. If the sender's IP address matches one of the authorized IP addresses or domains listed in the SPF record, the email passes the SPF check and is considered authentic. DomainKeys Identified Mail (DKIM): DKIM works by adding a digital signature to the email headers of outgoing messages. This signature is generated using a private key associated with the sending domain. When the recipient's email server receives the email, it retrieves the public key from the sending domain's DNS records. The server then uses this public key to verify the signature in the email headers. Domain-Based Message Authentication Reporting and Conformance (DMARC): DMARC allows domain owners to publish policies in their DNS records, specifying how receiving email servers should handle emails that fail SPF and DKIM checks. These policies define the actions to be taken, such as monitoring, quarantine, or rejection of emails that do not meet the specified authentication requirements.
  • 8. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Pillars of Deliverability (Bonus) Brand Indicators for Message Identification (BIMI): BIMI works in conjunction with other email authentication protocols like SPF (Sender Policy Framework), DKIM (DomainKeys Identified Mail), and DMARC (Domain-based Message Authentication, Reporting, and Conformance). It leverages these protocols to verify the authenticity of the sender's domain and the email message, ensuring that only legitimate senders can display their brand logo. When an email is authenticated using DMARC and aligns with the BIMI policy, the recipient's email client fetches the brand's logo from a verified location specified in the DNS records of the sending domain. This logo is then displayed alongside the email in the recipient's inbox, providing a visual indication of the email's authenticity and associating it with the brand.
  • 10. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Spam Traps Pristine Traps: Pristine traps are email addresses that have never been associated with active mailboxes. They are intentionally published on websites to identify poor list acquisition practices or spammy senders. Pristine traps indicate serious issues with list acquisition since there is no legitimate way for these addresses to enter a list. Recycled Traps: Recycled traps are email addresses or domains that were once active recipients but have become inactive (not accepting mail) for an extended period before being repurposed as traps. They highlight both poor acquisition practices and the failure to remove unengaged recipients from your list, posing a significant concern for list maintenance. Parked Traps: These domains, while not technically traps, mimic their behavior and may point to list maintenance problems. Some domains are parked at registrars or monetization sites, like Namecheap or Above.com, while others are leased to commercial trap providers for their trap networks. Typo Traps: Typo traps occur when individuals make errors while signing up for your mailings, resulting in incorrect email addresses. It is important to streamline and optimize your sign-up process to minimize these occurrences. While most typos are caused by human error, it's worth noting that some typo domains are owned by the Mailbox Provider.
  • 11. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Block Lists Domain-Name System Based Blocklists (DNSBLs): A list of blocked sending domains Real-Time Blocklist (RBLs): Catches offending IP addresses in real time Diagram of how blocklists operate courtesy of spamhaus.org Senders can end up on blocklists for a number of reasons but it is primarily due to poor sending practices, sending to spam traps, email content etc. When your email deliverability is affected due to being listed on a blocklist, you will typically receive a notification outlining the steps for potential removal. Blocklist providers often offer a self-service option where you can provide your contact information and explain the reason for the block. Some may provide a specific email address and subject line for your case.
  • 12. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Database Cleanliness Maintaining a clean database with active, engaged subscribers is an important part of maintaining your overall Email Deliverability. There are a few things to consider when looking at database health, including: Old Email Addresses: What is the overall age of your current subscriber lists and how active/engaged are they with the content that is being sent out? Inactive Recipients: If subscribers are not old or aged out, are they active and engaged with the emails that they are receiving? Data Enrichment Tools: Are subscribers being enriched via a data enrichment tool with a high level of accuracy for subscriber details including email addresses? Purchased Lists: Were subscribers acquired from a purchased list from a third party vendor/content syndication rather than voluntarily opting into your database?
  • 14. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Our Bounce House Protocol In every Marketo Engage instance we recommend creating a Bounce House Program. This Program leverages Smart Campaigns and Smart Lists to take care of Bounces, Chronic Non-Responders, Invalid Emails, Bot Clicks, and monitor Unsubscribes due to Spam Complaints. Here is how we define each Smart List: ▪ Chronic Non-responders are Persons who received 5+ Emails and did not Open or Click any of them in the last 2 months ▪ Hard Bounces are Persons who had a bounced email with a category 2 (Email Invalid) or category 1 (Spam Block) ▪ Potential Bot Clicks are Persons who exhibit Bot Click activity or received an Email and clicked a link in the Email but did not Open an Email or Visit the web page in the last 30 days ▪ Soft Bounces are Persons who soft bounce from an Email send with a category 3 and a subcategory of 3999 (Out of Office) a category 3 (excl. OOO) in the last 30 days ▪ Unsubscribed because of Spam Complaint is anyone who Unsubscribed and the reason is Customer complaint received from ISP
  • 15. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Right To Jail (Database) Jail Our standard practice for Hard Bounces that are Spam or Email Invalid is immediate deletion, but for our Chronic Non-responders, Chronic Soft Bounces and Potential Bot Clicks we do something a bit different… Persons that are impacting our Deliverability, but could be valid records, are marked as Marketing Suspended = True. While we may not want to purge from the Database, we do want to make sure they are valid. In these cases, those Person are added into our Reactivation Program as a last effort to capture them before completely purging them from the Database. Our Reactivation Program contains a few key elements: 1. We send out three text-based Emails over a one week period to records once they are added into the Program. a. The Email content is geared towards asking for permission to keep them in our Database and give them a heads up that they will be purged b. We use text-based Emails and keep the content as simple as possible 2. If a Person bounces on any of the Emails, they are added to the deletion bucket. 3. If a Person does not bounce but is unresponsive i.e. no Emails Opened, they are added to the deletion bucket. 4. If a Person does not Open but Clicks an Email, they are added to the deletion bucket.
  • 16. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Let’s Get You Warmed Up An element of Email marketing that is often overlooked, but is key in getting and maintaining great Email Deliverability, is the practice of warming up new Persons in the Database. A warm-up period is a period where the Person will live on an exclusionary Smart List and receive Emails that are outside of the regular send cadence to demonstrate that they are valid, deliverable, and engaged. We recommend warm-up Emails to include token elements were possible (First Name, Company Name, etc.) Examples of warm-up Emails include: ▪ Welcome Emails ▪ Double Opt-in Confirmations (most relevant for GDPR/CCPA) ▪ Persona Surveys ▪ New Subscriber Offers/Rebates ▪ Text-based Emails (usually sent from an LDR/Rep profile) ▪ Whitelist Instructions ▪ etc.
  • 18. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Leverage Marketo Engage Tools Identify Problematic Audiences: We like to run weekly Email Performance Report subscriptions that drill down by Lead Source, Industry, or other relevant Segmentation to identify which audiences are the best or worst performing in terms of Email Deliverability. You can also use domain specific Smart List rules to only look at those records from Domains that are known to be offenders. Track Offending Persons: Using Smart List Subscriptions, we can help easily identify which records are the cause of poor Email Deliverability and the ones being flagged as spam, invalid domain, etc. and allows the Admin to remove those records from sending and purge them. Capture Bounce Details: With a combination of a Trigger based Smart Campaign and Custom Fields set to capture the Email Name {{trigger.Name}} that bounced, the Type of Bounce {{trigger.Trigger Name}} that it was and the Category of the Bounce {{trigger.Category}} admins can better track what Emails are leading to bounces which impact deliverability. Dedicated IP Addresses: While a Dedicated IP Address does require a warming process, when done correctly, can yield incredibly high Deliverability rates when compared to shared IPs which can be impacted by other users leveraging the IP Addresses.
  • 19. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Leverage Marketo Engage Tools Request Whitelisting: For specific Person segmentations that Marketo Engage is sending to on a regular basis, such as customers, you can request that they add the sender domain to an internal Allow list as well as the sender IP address. This will ensure that Emails make it to the inbox every time for that audience. Everest Deliverability Tools: Within Marketo Engage, the Deliverability Tools provided by Everest can be a gamechanger when it comes to understanding inbox placement, Spam Traps hit, and even Email engagement beyond Opens and Clicks. Their robust set of tools work well with Marketo Engage to allow for a fuller picture of Email Deliverability performance.
  • 20. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Free Tools To Use There are a number of free and freemium tools to use to help improve deliverability and troubleshoot how well your sending domain and IP address are performing. We recommend checking across multiple platforms to ensure that results are accurate: ▪ Google Postmaster Tools (Set this up if you haven’t!) ▪ Microsoft SNDS (Set this up if you haven’t!) ▪ Spamhaus.org Checker ▪ Sender Score ▪ MxtoolBox ▪ Barracuda Central
  • 21. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Next PHX MUG ▪ Let’s meet in person! ▪ Recommendations on where we should host? Comment or email raja@gnwconsulting.com