Why do marketing automation platform switches cause drop in email open rates?

Summary

Switching marketing automation platforms can lead to decreased email open rates due to a combination of deliverability issues, changes in tracking and measurement, and shifts in audience engagement. Deliverability problems stem from factors like needing to warm up new IP addresses, improper configuration of SPF, DKIM, and DMARC records, and the impact on sender reputation. Tracking and measurement inconsistencies arise from different platforms calculating open rates differently, and potential technical issues. Engagement can suffer from changes in email design or content, outdated or poorly maintained lists, different platform settings for opt-in, incomplete subscriber migration, and difficulties with segment rebuilding. Monitoring deliverability and engagement, gradually warming up IPs, properly configuring authentication, and maintaining list hygiene are crucial steps to mitigate these issues.

Key findings

  • Deliverability Impact: New IPs need warming, and improper SPF/DKIM/DMARC configurations can hurt deliverability and send emails to spam.
  • Sender Reputation Decline: Switching platforms impacts sender reputation, which needs to be rebuilt through consistent and engaged sending.
  • Tracking Inconsistencies: Platforms measure open rates differently, leading to discrepancies and the illusion of a drop. Technical issues can also interfere with accurate tracking.
  • Engagement Problems: Changes in content, list quality, opt-in settings, incomplete migrations, and segment rebuilding can impact subscriber engagement.
  • Mailbox Provider Flags: Mailbox providers flag platform changes as significant events, requiring careful monitoring and slow transitions.

Key considerations

  • IP Warming: Gradually warm up new IP addresses to build a positive sending reputation.
  • Authentication Setup: Thoroughly configure and align SPF, DKIM, and DMARC records to ensure proper email authentication.
  • List Hygiene: Maintain a clean and engaged subscriber list to avoid damaging sender reputation.
  • Tracking Methods: Understand and account for tracking differences between the old and new platforms to accurately measure engagement.
  • Content Relevance: Ensure email design and content continue to resonate with subscribers to maintain engagement.
  • Migration Planning: Develop a robust migration strategy to prevent data loss and ensure a seamless transition for subscribers.
  • Monitor Reputation: Closely monitor sender reputation and deliverability metrics using tools like Google Postmaster Tools.
  • Go Slow: Transition slowly and carefully and test each campaign to ensure everything is working as expected.

What email marketers say
11Marketer opinions

Switching marketing automation platforms can lead to a drop in email open rates due to various factors. These include deliverability issues related to IP warming, SPF/DKIM/DMARC configuration, and sender reputation. Differences in open rate tracking methods between platforms can create the illusion of a drop. Other factors include list hygiene, changes in email design and content, incomplete subscriber migration, different platform settings (like double opt-in), and issues with segment rebuilding. Proper configuration, list maintenance, IP warming, and monitoring are crucial during and after the platform switch.

Key opinions

  • Deliverability Issues: Improper IP warming and incorrect SPF/DKIM/DMARC configurations lead to emails landing in spam, reducing open rates.
  • Tracking Discrepancies: Different platforms use varying methods to track opens, causing perceived drops even if actual engagement remains consistent.
  • List Hygiene: Migrating outdated or poorly maintained lists negatively impacts sender reputation and open rates.
  • Platform Settings: Default settings like double opt-in changes or different subscription management affect list quality and engagement.
  • Migration Problems: Incomplete subscriber migration or audience fragmentation hinders targeted campaigns and affects performance

Key considerations

  • IP Warming: Gradually warm up your IP address to build a positive sending reputation and avoid triggering spam filters.
  • Authentication Setup: Correctly configure SPF, DKIM, and DMARC records to improve email deliverability.
  • List Maintenance: Clean and segment your email list to ensure you are sending to engaged subscribers.
  • Tracking Consistency: Understand and account for the tracking differences between your old and new platforms to accurately assess open rates.
  • Migration Strategy: Develop a robust migration process to ensure that no subscribers are lost and data is transferred correctly.
  • Segmentation: Rebuild and verify your segments on the new platform and ensure they are still accurate and effective at targeting.
Marketer view

Email marketer from ActiveCampaign explains that new marketing automation platforms have different deliverability configurations. Failing to properly configure SPF, DKIM, and DMARC records can cause emails to land in spam folders, reducing open rates.

May 2024 - ActiveCampaign
Marketer view

Email marketer from Email Geeks explains that sometimes the beacon through which they measure opens fails. Some ESPs take a click and ensure it’s also counted as an open if not already measured as an open. Others don’t do this. Check whether all click events also have an open.

December 2021 - Email Geeks
Marketer view

Email marketer from Quora shares that a new platform may not import your list, but makes users double-opt-in causing a smaller more engaged list, however, this may initially cause a drop in open rates.

August 2023 - Quora
Marketer view

Email marketer from Litmus shares that discrepancies in open rate tracking methods between platforms can create the illusion of a drop. Different platforms might use different criteria for counting opens.

January 2025 - Litmus
Marketer view

Email marketer from Sendinblue shares that moving to a new platform can expose outdated or poorly maintained email lists. Sending to unengaged subscribers lowers your sender reputation and impacts open rates.

June 2024 - Sendinblue
Marketer view

Email marketer from Email on Acid shares that changes in email design or content during the platform switch can affect engagement. If the new templates or messaging don't resonate with subscribers, open rates can decline.

December 2024 - Email on Acid
Marketer view

Email marketer from G2.com explains that the new platform may require rebuilding your segments, or the new platform uses different methods of managing segments. This causes issues in targeting engaged customers.

April 2022 - G2.com
Marketer view

Email marketer from StackOverflow states that the problem can be caused due to the migration process missing subscribers, incomplete migration leads to audience fragmentation, affecting campaign performance.

August 2023 - StackOverflow
Marketer view

Email marketer from Reddit explains that default settings on a new platform might differ from the old one, especially in areas like double opt-in or subscription management. This can unintentionally affect list quality and engagement.

March 2023 - Reddit
Marketer view

Email marketer from Email Geeks shares that shared IPs can have blacklisted ones among them, and suggests to carefully monitor each sendout. Also check if the drop is across the board or only with certain inboxes.

June 2022 - Email Geeks
Marketer view

Email marketer from Neil Patel Blog explains that failing to properly warm up your IP address after switching platforms can significantly impact your open rates. A sudden increase in email volume from a new IP can trigger spam filters.

July 2023 - Neil Patel Blog

What the experts say
5Expert opinions

Switching marketing automation platforms can impact open rates for several reasons. Differences in how platforms calculate open rates, particularly related to the denominator (sent vs. accepted emails) and whether clicks are counted as opens, can create discrepancies. Technical issues like code bloat leading to email clipping and tracking pixel problems can also lower open rates. Mailbox providers flag platform changes, requiring a slow, monitored transition. Maintaining subscriber engagement with relevant content is crucial during and after the migration.

Key opinions

  • Calculation Differences: Platforms calculate open rates differently, particularly regarding the denominator (sent vs. accepted) and click-to-open attribution.
  • Technical Issues: New platforms may introduce code that causes email clipping, preventing tracking pixels from loading.
  • Reputation Impact: Mailbox providers flag platform switches as significant changes, potentially impacting deliverability.
  • Engagement Decline: Failure to maintain subscriber engagement during migration can negatively affect open rates and deliverability.

Key considerations

  • Understand Calculation Methods: Investigate and understand how the new platform calculates open rates to account for discrepancies.
  • Address Clipping Issues: Optimize email code to avoid clipping and ensure tracking pixels are visible.
  • Monitor Deliverability: Closely monitor deliverability during and after the platform switch.
  • Engage Subscribers: Focus on delivering relevant, valuable content to maintain subscriber engagement.
  • Slow Rollout: Transition to the new platform slowly and monitor key metrics.
Expert view

Expert from Word to the Wise emphasizes the importance of maintaining subscriber engagement during and after a platform migration. She suggests focusing on sending relevant content to active subscribers to improve open rates and overall deliverability.

March 2022 - Word to the Wise
Expert view

Expert from Spam Resource explains that any time there is a major change, a red flag is raised with mailbox providers. Therefore any change such as an IP, or platform should be done slowly, and monitored closely.

September 2022 - Spam Resource
Expert view

Expert from Email Geeks explains if the company is relying on calculations from the marketing automation platform, the difference could simply be how the numbers are calculated.

July 2021 - Email Geeks
Expert view

Expert from Email Geeks shares a situation where the new ESP added more code, leading to clipping issues in Gmail and preventing the tracking pixel from appearing unless the user clicked "view entire message".

January 2023 - Email Geeks
Expert view

Expert from Email Geeks explains that the big difference is the denominator, as some places use sent and some places use accepted, and the counting clicks as opens as well, as some use unique opens, some don’t.

July 2021 - Email Geeks

What the documentation says
4Technical articles

Switching marketing automation platforms affects sender reputation, requiring new IPs and sending domains to build a positive reputation through consistent and engaged sending. Improper email authentication setup, including SPF, DKIM, and DMARC configuration, can hurt deliverability. It's crucial to monitor sender reputation using tools like Google Postmaster Tools, especially when sending to Gmail users. Ensuring a valid reverse DNS record (PTR record) for your sending IP address is also essential for verifying the legitimacy of sending servers.

Key findings

  • Sender Reputation: Platform switches impact sender reputation, necessitating a rebuild of trust with mailbox providers.
  • Authentication Issues: Incorrectly configured SPF, DKIM, and DMARC during migration lead to deliverability problems.
  • Gmail Impact: Changes in sender reputation affect inbox placement and open rates, particularly with Gmail users.
  • Reverse DNS Record: A valid PTR record is essential for verifying the legitimacy of sending servers.

Key considerations

  • Reputation Building: Focus on consistent and engaged sending to rebuild sender reputation.
  • Authentication Configuration: Thoroughly configure and align SPF, DKIM, and DMARC records.
  • Monitor Reputation: Regularly monitor sender reputation using tools like Google Postmaster Tools.
  • PTR Record Verification: Ensure the sending IP address has a valid PTR record pointing back to the domain.
Technical article

Documentation from SparkPost explains that switching platforms impacts sender reputation. New IPs and sending domains need to build a positive reputation with mailbox providers through consistent and engaged sending.

March 2023 - SparkPost
Technical article

Documentation from Mailjet shares that improper email authentication setup during migration can hurt deliverability. Make sure SPF, DKIM and DMARC are properly configured and aligned.

April 2023 - Mailjet
Technical article

Documentation from RFC Editor states that ensure your sending IP address has a valid reverse DNS record (PTR record) that points back to your domain. Many email servers use PTR records to verify the legitimacy of sending servers.

April 2023 - RFC Editor
Technical article

Documentation from Google explains that sender reputation must be monitored when moving to a new platform, in Google Postmaster Tools. Sudden changes can quickly impact your inbox placement, and consequently open rates, with Gmail users.

July 2024 - Google