How should I manage customer pools with different volumes and audiences?

Summary

Managing customer pools effectively involves a multi-faceted approach centered on segmentation, reputation management, and technical compliance. Segmentation strategies include dividing lists by volume, engagement, demographics, and trustworthiness, often utilizing tools like Mailchimp. Maintaining a positive sender reputation is critical and can be achieved through segmentation based on engagement and complaint rates, as well as implementing a strategic IP warm-up process, particularly for new IPs. High-volume senders benefit from dedicated IP addresses managed in IP pools (SendGrid), while understanding and adhering to sending quotas (AWS) is essential. Furthermore, adhering to SMTP standards (IETF) and following deliverability best practices, such as authentication, proper formatting, and feedback loops (Google), are crucial for reaching inboxes. Personalization, customer personas (HubSpot), A/B testing (Litmus), and lead magnets (OptinMonster) enhance engagement and list growth.

Key findings

  • Holistic Segmentation: Effective management requires segmenting customer pools based on multiple factors, including volume, engagement, demographics, trustworthiness, and email type.
  • Reputation is Key: Maintaining a positive sender reputation is paramount, influencing deliverability and inbox placement.
  • Technical Compliance Matters: Adherence to SMTP standards, authentication protocols (SPF, DKIM, DMARC), and feedback loops are vital for successful delivery.
  • Personalization Drives Engagement: Personalization strategies enhance email relevance and engagement, ultimately boosting conversions.
  • Strategic IP Warmup: A tiered IP warm-up process is essential for new IPs, starting with highly engaged segments and gradually increasing volume while monitoring performance.

Key considerations

  • Segmentation Depth: Determine the appropriate level of granularity for segmentation, balancing complexity with effectiveness.
  • IP Pool Configuration: Carefully configure IP pools, allocating dedicated IPs to high-volume senders and managing shared pools for smaller senders with similar reputation profiles.
  • Proactive Reputation Monitoring: Implement robust monitoring systems to track sender reputation metrics (complaint rates, bounce rates, spam trap hits) and proactively address issues.
  • Deliverability Testing: Regularly test email deliverability across different ISPs and devices to identify and resolve potential problems.
  • Compliance Updates: Stay informed about evolving email standards, regulations, and deliverability best practices to adapt strategies accordingly.
  • Incorporate lead magnets: Create lead magnets such as templates and ebooks to increase subscribers to the email list.

What email marketers say
9Marketer opinions

Managing customer pools with varying volumes and audiences involves segmentation based on factors like volume, reputation, email type, trustworthiness, demographics, purchase history, and engagement. Strategies include using dedicated IPs for high-volume senders, separating marketing and transactional emails, cleaning email lists, personalizing content, developing customer personas, A/B testing, using lead magnets, and dynamically tailoring content.

Key opinions

  • Segmentation: Segmenting customer pools by volume, reputation, email type, demographics, purchase history, and engagement improves deliverability and targeting.
  • IP Management: High-volume senders benefit from dedicated IPs, while lower-volume senders can be grouped into shared pools.
  • Email List Hygiene: Regularly cleaning email lists by removing inactive and invalid addresses enhances sender reputation and deliverability.
  • Personalization: Personalizing email content through dynamic content, customer personas, and targeted offers increases engagement and conversions.

Key considerations

  • Trustworthiness: New clients should start in an untrusted pool and gradually move to a trusted pool as their reputation improves.
  • IP Allocation: Allocate IPs based on sending volume, with a rule of thumb being 1 IP per 100,000 messages per hour.
  • Reputation Monitoring: Actively monitor sender reputation and take action when issues like spam complaints or bounces arise.
  • Testing: Use A/B testing to optimize email elements and improve overall campaign performance.
  • Lead Magnets: Employ lead magnets to attract new subscribers and grow your email list.
Marketer view

Marketer from Email Geeks explains the need to create pools based on client trustworthiness, starting in an untrusted pool and moving to a trusted one. He advises sizing pools based on volume and giving largest customers dedicated IPs. He suggests 1 IP per 100,000 messages per hour, separating marketing from transactional, and mixing reputation senders to balance pool traffic. He adds that higher-paying, higher-reputation customers should get the best reputation.

August 2024 - Email Geeks
Marketer view

Email marketer from Quora suggests segmenting email lists based on demographics, purchase history, and engagement levels. This allows for targeted messaging and improved deliverability.

March 2022 - Quora
Marketer view

Email marketer from MarketingProfs recommends using dynamic content to tailor emails to individual subscriber preferences. This personalized approach can increase engagement and conversions.

April 2021 - MarketingProfs
Marketer view

Email marketer from OptinMonster recommends using lead magnets to grow your email list. Lead magnets are valuable resources that you offer in exchange for a subscriber's email address. Examples of lead magnets include ebooks, checklists, and templates.

April 2021 - OptinMonster
Marketer view

Email marketer from Litmus advises A/B testing different elements of your emails to optimize performance. A/B testing involves sending two versions of an email to a small segment of your audience and measuring which version performs better. This can help you improve your email open rates, click-through rates, and conversions.

February 2022 - Litmus
Marketer view

Email marketer from Reddit r/emailmarketing emphasizes the importance of regularly cleaning your email list by removing inactive subscribers and invalid email addresses. This improves deliverability and sender reputation.

December 2022 - Reddit r/emailmarketing
Marketer view

Marketer from Email Geeks shares that they would create pools based on volume, reputation, and type of emails, explaining that senders with large volumes wanting fast delivery need more slots and queues.

August 2021 - Email Geeks
Marketer view

Email marketer from NeilPatel.com recommends using personalization to make emails more relevant and engaging. Personalization can include using the subscriber's name, tailoring content to their interests, and sending targeted offers.

July 2022 - NeilPatel.com
Marketer view

Email marketer from HubSpot suggests developing customer personas to better understand your target audience. Customer personas are fictional representations of your ideal customers based on research and data. This information can be used to create more effective email marketing campaigns.

May 2023 - HubSpot

What the experts say
2Expert opinions

Managing customer pools effectively involves focusing on sender reputation by segmenting pools based on engagement and complaint rates. Additionally, implementing a strategic IP warm-up process with a tiered approach, starting with highly engaged segments and gradually increasing volume while monitoring performance, is crucial for new IP addresses.

Key opinions

  • Sender Reputation: Maintaining a positive sender reputation is paramount for deliverability.
  • Engagement & Complaint Rates: Segmenting pools based on engagement and complaint rates is essential for effective management.
  • IP Warm-up: Strategic IP warm-up is crucial for new IP addresses, starting with smaller, engaged segments.
  • Performance Monitoring: Continuously monitor performance during IP warm-up to prevent deliverability issues.

Key considerations

  • Segmentation Criteria: Carefully select engagement and complaint rate thresholds for segmenting pools.
  • Warm-up Tiering: Design a phased IP warm-up approach, gradually increasing volume over time.
  • Feedback Loops: Implement feedback loops to promptly identify and address deliverability problems.
  • Volume Adjustment: Be prepared to adjust sending volumes during warm-up based on performance data.
Expert view

Expert from Spamresource suggests employing a strategic IP warm-up process for new IP addresses by using a tiered approach. Begin with smaller, highly engaged segments to establish a positive reputation. Gradually increase volume while monitoring performance to avoid deliverability issues.

September 2021 - Spamresource
Expert view

Expert from Word to the Wise stresses the importance of maintaining a positive sender reputation by segmenting sending pools. Focus on factors like engagement levels and complaint rates, and using that to categorize and manage your pools effectively.

October 2024 - Word to the Wise

What the documentation says
5Technical articles

Effectively managing customer pools involves segmenting lists based on shared characteristics using tools like Mailchimp. IP pools, as described by SendGrid, allow for dedicated IP addresses for different traffic types, segmenting by volume and reputation to control deliverability. AWS provides sending quotas that must be understood and managed. Adhering to SMTP standards outlined by ietf.org ensures proper email system operation. Google emphasizes authentication, formatting, and feedback loops to avoid spam filters.

Key findings

  • List Segmentation: Dividing subscribers into smaller groups based on shared traits enhances targeting.
  • IP Pools: Using IP pools with dedicated addresses allows control over reputation and deliverability, especially when segmented by volume and sender reputation.
  • Sending Quotas: Understanding and adhering to sending quotas from providers like AWS is crucial to avoid disruptions.
  • SMTP Standards: Compliance with SMTP standards (IETF) ensures interoperability and proper email handling.
  • Deliverability Best Practices: Authentication, proper formatting, and feedback loops are essential to reach the inbox, as highlighted by Google.

Key considerations

  • Segmentation Criteria: Carefully choose segmentation criteria based on demographics, purchase history, engagement, or other relevant factors.
  • IP Pool Strategy: Plan an IP pool strategy based on traffic type and sender reputation for optimal deliverability.
  • Quota Monitoring: Monitor sending quotas regularly to prevent exceeding limits and impacting email campaigns.
  • Standards Compliance: Stay updated with current SMTP standards and ensure your email systems adhere to them.
  • Deliverability Configuration: Configure email authentication (SPF, DKIM, DMARC) and set up feedback loops for optimal deliverability.
Technical article

Documentation from AWS explains that AWS provides sending quotas to protect its infrastructure and maintain deliverability. These quotas limit the number of emails you can send per day and per second. Understanding and managing your sending quotas is essential for successful email campaigns.

March 2023 - Amazon Web Services
Technical article

Documentation from Mailchimp explains that list segmentation involves dividing subscribers into smaller groups based on shared characteristics. Mailchimp provides tools to segment lists based on various criteria, such as demographics, purchase history, and engagement.

February 2024 - Mailchimp
Technical article

Documentation from SendGrid describes IP pools as groups of dedicated IP addresses that can be used to send different types of email traffic. They advise segmenting based on sending volume and sender reputation. Using IP pools allows for better control over sender reputation and deliverability.

February 2025 - SendGrid
Technical article

Documentation from ietf.org describes SMTP standards, which provide guidance in the way email systems must operate in order to make emails deliverable to clients. Implementing the standards as requested by IETF and following all email standards will ensure quality.

August 2023 - ietf.org
Technical article

Documentation from Google provides information about ensuring your emails make it to an audience's inbox. This requires authenticating email, not using personal gmail addresses, following formatting standards, setting up feedback loops and more.

November 2024 - Google