How to determine if a switch from on-premise email system to CRM has impacted email reputation and deliverability?
Summary
What email marketers say11Marketer opinions
Email marketer from EmailOnAcid shares that setting up Feedback Loops (FBLs) with major mailbox providers can help monitor complaint rates. This gives you direct information about the number of recipients marking your emails as spam. Increased spam complaints directly damage your sending reputation.
Email marketer from SendGrid responds that a sudden switch to a new IP range (likely when migrating to a CRM) requires a phased IP warming process. Without warming, your reputation suffers as mailbox providers see a sudden surge of emails from an unknown source. Warming involves gradually increasing sending volume to build trust.
Email marketer from HubSpot recommends segmenting your email list and sending targeted emails to specific groups. This can help improve engagement rates and reduce the likelihood of emails being marked as spam.
Email marketer from Mailjet shares that after a system switch, carefully monitor your key deliverability metrics. These include bounce rates (hard and soft), spam complaint rates, and engagement metrics like open and click-through rates. A significant change in these metrics indicates a potential impact.
Email marketer from Email Marketing Forum mentions that tracking opens, clicks, and conversions over time. A significant drop compared to pre-migration performance points to deliverability issues.
Email marketer from Gmass shares that maintaining a consistent sending volume helps you maintain a good sending reputation. Avoid sudden spikes or drops in email volume as these can be seen as suspicious by ISPs.
Email marketer from StackOverflow advises to check if your IP address or domain is blacklisted by using online blacklist checkers. Being listed on major blacklists severely harms deliverability. Remove yourself from the blacklists ASAP, if applicable.
Email marketer from Reddit shares that Analyzing email headers is a must. Look at the 'Received:' lines to trace the path of the email, identify any delays, and verify SPF, DKIM, and DMARC authentication. Failures in these authentication methods negatively impact reputation.
Email marketer from Moosend recommends using a dedicated IP address, especially if you're sending a large volume of emails. This gives you more control over your sender reputation.
Email marketer from Litmus responds that it's a great idea to perform strict list hygiene, removing inactive or unengaged subscribers. Sending emails to a large number of unresponsive addresses damages your reputation and may trigger spam filters.
Marketer from Email Geeks explains that switching ESPs (IPs) to your CRM (cloud IPs) will impact delivery and possibly reputation. Recommends comparing results to previous sends, like the survey, and comparing recent sends (last month vs. this month, or last week vs. this week).
What the experts say6Expert opinions
Expert from Spam Resource recommends that you check your authentication (SPF, DKIM, DMARC), sending IP address, and content for any changes or issues when diagnosing deliverability problems. Also, review bounce messages for clues about delivery failures.
Expert from Email Geeks shares that after changing the infrastructure, everything changes. The CRM will have its own reputation, and if the domain authentication hasn’t been customized, you’re basically authenticating as the CRM, not as your domain.
Expert from Email Geeks explains that many CRM creators add a bulk email component because customers want it, but they often don't understand what it takes to run a good bulk outbound infrastructure. Suggests using a 3rd party sender and investing in automation/scripts to share the data around.
Expert from Word to the Wise responds that the simplest, high-level way to identify reputation and deliverability changes after changing sending practices is to look at old results versus new results. If more of your mail is going to spam than it used to, then something has likely changed the way you're seen by filters.
Expert from Word to the Wise explains that after moving from one sending infrastructure to another, monitor seedlist results, blocklist status, complaint rates from sources such as feedback loops, and volume (accepted vs. rejected) from the recipient side. Also, pay attention to engagement metrics, like opens and clicks, but remember these can be easily manipulated by mailbox providers.
Expert from Email Geeks advises to start by gathering data around what your new outbound mail looks like in terms of authentication. Look at the full headers (Google pulls out much of the relevant information) and will tell you who you are authenticating as.
What the documentation says5Technical articles
Documentation from DMARC.org explains to implement DMARC reporting to gain insight into how your domain is being used and identify any potential spoofing or unauthorized sending activity. This will also enable mailbox providers to send you reports on authentication results.
Documentation from SparkPost explains that using a tool like the SparkPost authentication checker, or Mail-Tester.com, helps to verify the setup of email authentication records, like SPF, DKIM and DMARC.
Documentation from Microsoft explains that to check your sender reputation with Outlook.com, you can use the Smart Network Data Services (SNDS). This will provide insights into your IP address's reputation, complaint rates, and other relevant information.
Documentation from RFC shares that it's important to verify SPF, DKIM and DMARC records are set up correctly and passing after the migration. Use tools like `dig` or online checkers to ensure DNS records propagate correctly. Mailbox providers heavily rely on these to verify your identity.
Documentation from Google explains that Google Postmaster Tools provides insights into your sending reputation. Use it to monitor spam rates, feedback loop, and authentication issues after migrating to a new system.