How to determine if a switch from on-premise email system to CRM has impacted email reputation and deliverability?

Summary

Migrating from an on-premise email system to a CRM can significantly impact email reputation and deliverability, necessitating careful monitoring and adjustments. Switching ESPs (IPs) to a CRM often affects delivery and reputation; comparing pre- and post-migration results, including engagement metrics and spam placement, is crucial. CRMs have their own reputations, so ensuring proper domain authentication to avoid authenticating as the CRM is vital. Analyzing email headers, using tools like Google Postmaster Tools and Microsoft SNDS, helps assess authentication and reputation. Implementing IP warming, verifying SPF, DKIM, and DMARC records, and monitoring blacklist status are essential. Using Feedback Loops, practicing list hygiene, maintaining consistent sending volume, and considering a dedicated IP address can further improve deliverability. If a CRM lacks robust sending capabilities, integrating a third-party sender with automation is recommended.

Key findings

  • CRM Impact: Switching to a CRM impacts email reputation and deliverability.
  • Authentication is Key: Proper domain authentication prevents authenticating as the CRM.
  • Tool Utilization: Google Postmaster Tools and Microsoft SNDS provide reputation insights.
  • IP Warming Essential: IP warming is crucial when switching to a new IP range.
  • Authentication Verification: Verify SPF, DKIM, and DMARC records post-migration.
  • Holistic Monitoring: Monitor various metrics including deliverability, engagement, and complaints.
  • List Hygiene: Practicing good list hygiene improves deliverability.
  • Feedback Loops: Feedback Loops provide insights on spam complaints.
  • Third-Party Integration: Consider integrating a third-party sender for advanced features.

Key considerations

  • Compare Performance: Compare pre- and post-migration results for deliverability changes.
  • Secure Authentication: Ensure your emails are properly authenticated under your domain.
  • Implement IP Warming: Implement a phased IP warming strategy for new IPs.
  • Address Blacklists: Address any listing on blacklists to restore deliverability.
  • Continuous Monitoring: Continuously monitor metrics and adapt based on performance.
  • Use Dedicated IP: Setup dedicated IP for full control over sender reputation
  • Clean Email Lists: Remove unresponsive emails to avoid spam traps

What email marketers say
11Marketer opinions

Migrating from an on-premise email system to a CRM often impacts email reputation and deliverability. Several key areas require monitoring to assess the extent of this impact. Comparing metrics before and after the switch is crucial. This includes analyzing deliverability metrics (bounce rates, spam complaints), engagement (opens, clicks), and email headers. Authentication (SPF, DKIM, DMARC) must be verified, IP warming should be implemented, and the possibility of blacklisting needs to be checked. Utilizing feedback loops, practicing list hygiene, maintaining consistent sending volume, and segmenting lists are also recommended practices for mitigating deliverability issues during and after the transition.

Key opinions

  • Impact on Reputation: Switching ESPs/IPs can negatively affect email reputation and deliverability.
  • Metric Monitoring: Monitor bounce rates, spam complaints, opens, and clicks before and after the switch.
  • IP Warming Importance: A phased IP warming process is essential when migrating to a new IP range.
  • Authentication Verification: Verifying SPF, DKIM, and DMARC records is crucial for maintaining trust.
  • Blacklist Checks: Check for IP address or domain blacklisting using online tools.
  • Feedback Loops: Implement Feedback Loops (FBLs) to monitor complaint rates directly.
  • List Hygiene: Removing inactive subscribers improves reputation and deliverability.
  • Volume Consistency: Maintaining a consistent sending volume avoids suspicion from ISPs.
  • Drop in Engagement: Tracking opens, clicks and conversions for significant drops points to deliverability issues.

Key considerations

  • Compare Past Performance: Benchmark metrics against previous sends, focusing on surveys and recent campaigns.
  • Address Blacklisting Immediately: If blacklisted, take immediate steps to remove your IP/domain.
  • Implement FBLs: Actively use FBLs to address and resolve any identified issues with complaints.
  • Segment Sending: Implement segmentation to target engaged groups and improve open rates.
  • Consider Dedicated IPs: Explore using a dedicated IP to control reputation, especially with large volumes.
Marketer view

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.

March 2023 - EmailOnAcid
Marketer view

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.

December 2021 - SendGrid
Marketer view

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.

October 2021 - HubSpot
Marketer view

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.

December 2024 - Mailjet
Marketer view

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.

August 2022 - Email Marketing Forum
Marketer view

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.

June 2024 - Gmass
Marketer view

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.

September 2021 - StackOverflow
Marketer view

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.

August 2024 - Reddit
Marketer view

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.

February 2023 - Moosend
Marketer view

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.

August 2021 - Litmus
Marketer view

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).

November 2023 - Email Geeks

What the experts say
6Expert opinions

Switching to a CRM system for email sending can significantly impact reputation and deliverability due to changes in infrastructure. Since CRMs often have their own reputation, ensuring proper domain authentication is crucial to avoid authenticating as the CRM instead of your domain. Gathering data on outbound mail authentication by examining email headers helps determine who is authenticating your emails. Monitor key metrics like seedlist results, blocklist status, complaint rates, accepted vs. rejected volume, opens, and clicks. A simple initial step is comparing email results (spam placement) before and after the switch. Additionally, verify authentication protocols (SPF, DKIM, DMARC), check the sending IP address, and analyze email content for issues. If CRM solutions lack robust bulk sending capabilities, consider integrating a third-party sender with automation scripts.

Key opinions

  • CRM Reputation: CRMs have their own reputation that can affect your email deliverability.
  • Authentication Matters: Properly configure domain authentication to avoid authenticating as the CRM.
  • Header Analysis: Analyze email headers to determine the actual authentication status.
  • Monitor Key Metrics: Track seedlist results, blocklist status, complaint rates, and engagement metrics to assess deliverability.
  • Compare Results: Comparing pre- and post-switch email placement is an easy high-level way to understand changes.
  • Authentication Review: Verify SPF, DKIM, and DMARC settings to ensure proper email authentication.
  • CRM Limitations: Many CRMs lack robust bulk email infrastructure and should be integrated with 3rd party senders.

Key considerations

  • Custom Authentication: Customize domain authentication within the CRM to represent your brand.
  • Data Gathering Focus: Focus on data related to outbound mail authentication when examining email headers.
  • Holistic Monitoring: Monitor multiple metrics to identify shifts in deliverability and reputation.
  • Regular Result Analysis: Regularly compare current results with historical data to detect changes early.
  • Third Party Integration: Consider integrating a dedicated ESP for robust sending capabilities if your CRM is limited.
Expert view

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.

July 2021 - Spam Resource
Expert view

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.

November 2021 - Email Geeks
Expert view

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.

April 2023 - Email Geeks
Expert view

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.

August 2021 - Word to the Wise
Expert view

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.

February 2025 - Word to the Wise
Expert view

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.

May 2023 - Email Geeks

What the documentation says
5Technical articles

After migrating from an on-premise email system to a CRM, it's vital to monitor your sender reputation and ensure proper email authentication. Google Postmaster Tools and Microsoft SNDS offer insights into spam rates, feedback loops, IP reputation, and complaint rates. Verify the correct setup and propagation of SPF, DKIM, and DMARC records using tools like `dig`, online checkers, or authentication checkers from SparkPost or Mail-Tester.com. Implementing DMARC reporting helps identify domain usage, potential spoofing, and unauthorized sending activities, enabling mailbox providers to send authentication reports.

Key findings

  • Google Postmaster Tools: Google Postmaster Tools provides insights into sending reputation and authentication issues.
  • Microsoft SNDS: Microsoft's SNDS offers information on IP reputation, complaint rates, and related data for Outlook.com.
  • SPF, DKIM, DMARC Verification: Verify that SPF, DKIM, and DMARC records are correctly set up and propagated after migration.
  • Authentication Checkers: Tools like SparkPost authentication checker and Mail-Tester.com help verify email authentication records.
  • DMARC Reporting: DMARC reporting offers insights into domain usage and potential spoofing or unauthorized activity.

Key considerations

  • Regular Monitoring: Regularly check Google Postmaster Tools and Microsoft SNDS for any negative trends.
  • Record Propagation: Ensure SPF, DKIM, and DMARC records are correctly propagated across DNS servers.
  • Tool Utilization: Utilize available tools to thoroughly verify the setup of email authentication.
  • Reporting Implementation: Implement DMARC reporting to proactively identify and address any security issues.
  • Proactive Analysis: Perform ongoing analysis of reports from mailbox providers for proactive security measures.
Technical article

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.

December 2023 - DMARC.org
Technical article

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.

April 2023 - SparkPost
Technical article

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.

January 2024 - Microsoft
Technical article

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.

September 2024 - RFC
Technical article

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.

January 2022 - Google