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CAN-SPAM Compliant

ESPC Call: Cloudmark and Best/Worst Practices

Tuesday, March 2, 2010 by Al Iverson
As part of Cloudmark's ongoing ESP outreach program, where they work to help spread knowledge and understanding of best practices and bad practices, Jamie Tomasello of Cloudmark spoke to the ESPC (Email Sender and Provider Coalition) group on March 2nd, 2010. ExactTarget is an ESPC member, so I listened in.

Cloudmark is a really big spam filterer, protecting over one billion mailboxes across 190 countries. Successful delivery of email to the inbox depends on passing successfully through Cloudmark filters at a lot of different receiving sites that matter, both B2C and B2B. That makes it important to understand what Cloudmark considers to be good practices and bad practices, as these perceptions are likely to drive their filtering decisions and affect your ability to get mail delivered (or not).

Jamie explained that in the eyes of end recipients of email, the definition of spam is changing. It's not so much just "do you have permission or not" as much as it is now "is the mail desired and wanted." The underlying statement there is that unclear permission, third-party permission, co-registration, etc. are not best practices, and are likely to cause deliverablity woes. As she indicated, these are mailing practices that have been defended in the past, but they're no longer defensible. ISPs and end recipients only want to let desired mail through. Is your mail desired?

Here are just a few of the Cloudmark-preferred best practices that Jamie mentioned on the call.
  • At a minimum, compliance with CAN-SPAM. (Keeping in mind that CAN-SPAM is a starting point, not the finish line.)
  • Following MAAWG Senders Best Communication Practices document.
  • Implementing confirmed opt-in, also known as double opt-in, obtaining explicit permission confirming that every recipient really wants to be on your email list.
  • Segmenting or segregating marketing mail from transactional mail. Making sure you're not trying to dilute stats or get away with something by mixing mail streams. (Spam filterers are smart and will figure you out.)
  • Using consistent branding in content, sending domains, call to action domains, and reverse DNS.
  • Sending from dedicated IP addresses.
  • Utilizing feedback loop data to identify and solve problems. (What intelligence can you gather from the recipient response to the campaign? Don't just listwash.)
On the bad side of the practices spectrum, a few of the things that she mentioned that can damage your reputation include things like third party co-registration, email append (which consumers hate), list purchasing and mailing to inactive subscribers. She also pointed out that you're very likely to look like one of the bad guys if you're doing things like gaming reputation systems, distributing mail volume over a large number of IP addresses (also called snowshoeing), sending your mail via multiple ESPs or affiliates, or mixing non-relevant third-party mail in with relevant, permissioned messages-- a practice termed "spamouflage."

A lot of what was discussed is stuff that savvy ESPs (and savvy marketers) should know already. But, it's never a bad idea to remind folks of what the rules are, as new people and new companies enter the email space every day. I'm very glad that Jamie and Cloudmark are helping to raise the level of understanding of best practices among email marketers and their email service providers.

New Zealand gets tough.

Monday, March 1, 2010 by Karen Balle

New Zealand has had enough of businesses and individuals not paying attention to their anti-spam laws.  They had been going with educational efforts, but they're fed up now.  Fines for spamming, either via email or SMS, are $200,000 for an individual or $500,000 for a business.

If you're a New Zealand resident and you're getting spam, you can file a complaint with the Department of Internal Affairs.

If you're sending to New Zealand residents, make sure you're honoring unsubscribes or it can cost you up to a cool half-million.

Countries all over the world are fed up.  ET handles your unsubs for you, so if you're sending through us, no worries.  Just make sure that if you're a new customer you've imported your previously unsubscribed customers as unsubscribed or that you don't upload them as Active subscribers. 


 

Connections Extreme Makeover: Pier 1 Redesign

Wednesday, January 6, 2010 by Andrea Smith
Pier 1 ImportsOur previous blogs, Connections Extreme Makeover: AAA Ohio Redesign and Connections Extreme Makeover: MarketingExperiments Redesign covered the Design Solutions teams’ redesigns for AAA Ohio and MarketingExperiments. To finish up, we’d like to share our thoughts on our final redesign.

Pier 1 Imports is a retailer that focuses heavily on unique furniture, home décor and accessories. Based on our conversations with Pier 1, the bulk of their customer base falls around females in the 50-60 age range. High quality products are marketed through the channels of print, in-store collateral, web, and email. Though the use of email and web, Pier 1 uses these channels to drive brand recognition and encourage online browsing before driving the consumer to the store to make a purchase.
 


With this in mind, the ExactTarget team took a very sophisticated and streamlined approach to the Creature Comforts email campaign, using warm, harmonious colors and existing brand elements to deliver value and increase engagement with the Pier 1 brand. Let’s break apart our strategy and check out the email:
 


ExactTarget's Pier 1 Redesign

Preheader
Experience and testing tells us that this area of the email is very important, and can serve as a main driver to engagement. We deliver two strategic ways to view the email as a web page, forward the email, and connect via social media on Facebook, Twitter, and MySpace. As an added benefit, some email clients pull this teaser text into their inbox preview before the email is ever opened.
 


Header
The header features the brand mark in prime email real estate and will link to the Pier 1 homepage. To the right, we’ve pulled out the three most strategic links to drive subscriber engagement based on past email performance metrics and value provided on the website. Room gallery is an important place to drive web traffic and engage the subscribers in furniture placements in different room settings. The Pier 1 Studio offers amazing design tips and ideas that will engage subscribers, and Special Values have proven to be of high interest based on past clicks and obvious savings.
 


Feature
This feature uses a combination of on-brand fonts, text rendering and imagery to offer a clean look directly placed in the preview pane. This simple room shot will encourage click through to the website, focusing on a clean, simple, and sophisticated approach in line with the quality of the products offered. The design elements of line, color and quirky framing will help the Pier 1 brand stand out in the crowd.
 


Body
Four products are dramatically outlined and provide a sleek way to encourage pre-shopping on the website. These products were strategically chosen from the images provided as they are highlighted in the campaign and artfully pull through the rich fall colors. Allowing subscribers to see the actual prices and pieces of furniture pulled out can help set brand expectations and encourage click through.
 


Recovery Module
These three items provide even more value to the subscriber audience, giving them convenient access to savings through Pier 1 Rewards, ability to buy gift cards online, and finding a store. Metrics show that most subscribers already know where their stores are, but those that don’t can easily click through.
 


Footer
Main website navigation is important to include, but click data shows us that it does not necessarily require prime real estate in the email. Copyright, privacy, unsubscribe, and customer relations functionality are important (and some are required!) and can fall in one clean line as they are self explanatory. Disclaimers and CAN-SPAM compliant mailing address follow.



While the results of the Makeover showed that Pier 1’s control design outperformed the redesigns in actual sales conversion, our team strove to stay true to the brand and add a new dimension to the email program that strategically reorganizes Pier 1’s offerings, allowing the true beauty and quality of the products to shine. It is highly useable and engaging, with strategic goals of boosting click-through, web traffic, and ultimately driving consumers inside the Pier 1 stores for more.

Thanks for reading some of the stories behind Extreme Makeover: The Email Design Competition! Look for more 1 to 1 marketing advice and Email Design Tips in our upcoming 2010 blogs.

Domains by Proxy: A good idea?

Monday, December 28, 2009 by Al Iverson

Is it a good idea to mask ownership of your domain?

Services like Domains by Proxy allow you to mask (hide) the true owner of a domain name. In my opinion, the legitimate business case for doing so is questionable. Wikipedia suggests that it's a good way to block “unsolicited contacts from third parties.” I don't think that's true-- I think a legitimate business is going to have contact info on their website, making it possible to contact them with postal advertising or regarding legal issues, regardless of uses of a domain masking service. And if you're worried about spam, use a unique email address that is well spam filtered, and isn't your primary email address.

I guess if you're a one man shop, working from home, and you register a domain for your business, maybe you're concerned about people knowing your home address. But domain masking isn't the only method of addressing this. The UPS Store (and the USPS) runs a brisk business in PO boxes and/or PMB postal addresses for exactly this kind of use.

And what's the down side to using a domain masking service?

You look like a spammer. Wow, really? Yes, really. It's that simple. A lot of the people that use these services seem to be spammers. I don't have data on this; only anecdotes. But I can tell you that, unfortunately, that based on my personal experience, there is a strong correlation between “likely to send unwanted or unsolicited mail” and “who owns their domain is hidden behind Domains by Proxy.” Sad, but true. Thank spammers for ruining another part of the internet for the rest of us.

Why do spammers do this? Lots of spammers register large numbers of domains. From dozens to hundreds (or even more). If they made their ownership of these domains publicly, easily found via the internet's WHOIS databases, anti-spam groups like Spamhaus would be able to track them much easier. It's not much of a deterrent, but it's enough of one to be very common in spammer circles.

And there might be legal risk as well. Read about this 9th Circuit opinion in USA v. Kilbride, (9th Cir., 2009) as reported by Mickey Chandler over on Spamtacular. The court found that use of a service that masks who owns a domain (like, in my opinion, Domains by Proxy) counts as material falsification under the US Federal anti-spam law, CAN-SPAM.

The jury is out on whether or not this is likely to be used against other bad actors in the email space, but why risk it? If you're a legitimate business, show the world that you are one by having your domain registration accurately reflect that you own every domain you use.

Ending the Spam

Thursday, December 17, 2009 by Al Iverson
A reader named Don posted a comment containing the following question: “I'd really like to end your spam. I do not trust the link on your spam because, just like all the other spam merchants out there, your e-mail appears to be poised to cause more problems than clicking is worth. How do I make you go away and stay out of my in box?”

Don, I'm sorry you're receiving spam from a client of ours. Our clients are only allowed to send mail to people that signed up for their lists. We don't buy or sell email lists, nor do we allow clients to do so. If you want us to investigate, and make the mail stop, feel free to send us a spam report at abuse AT exacttarget.com. Note in your email that the message is unwanted spam and be sure to include a copy of the message, including full headers, if possible. We will immediately investigate, and take action against our client if they are indeed out of compliance with our opt-in permission requirements and anti-spam policy.

Policy compliance (making sure our clients don't send spam) is occasionally a challenge for anybody providing email-related services to a large number of clients. We've got the tools and expertise to be able to nip a lot of these issues in the bud, before you ever see them. But, one of the many components to taking action against spammers is based on reports we receive from the outside world: ISPs, anti-spam groups, and end recipients like yourself.

As far as trusting the link in the email message -- all the unsubscribe link does is mark you as unsubscribed in that client's account. Nothing more, nothing less. It doesn't secretly sign you up for somebody else's email lists. It doesn't give the client permission to email you later (and if they do, they're breaking our rules). However, it doesn't tell us that you thought the message was spam. So if it was spam, feel free to report it to our abuse address, as well, as noted above.

As far as trusting us, the company, ExactTarget, I'm not sure what I can tell you to convince you that we're a legitimate email service provider and not spammers. But here's what I know. ET is a real company, based in Indianapolis (though I work from Chicago), and I've worked for them, helping to oversee and continually improve our anti-spam efforts, for more than three years now. (I have a long history of spam fighting, going back more than ten years.) As you can see here, we have a lot of legitimate, well-known companies as clients. Also, if we knowingly let our clients send spam, ISPs would get fed up with us and block all mail from all of our clients. So that's why it's in our best interest to prevent our clients from sending spam -- it's necessary for us to be able to succeed in the email industry. So it would be extremely unwise of us to do anything other than immediately respect your click on the unsubscribe link, and ensure that our client stops sending you mail.

Connections Extreme Makeover: AAA Ohio Redesign

Wednesday, December 9, 2009 by Anna Meier
As I kicked off last week in Connections Extreme Makeover: The Email Design Competition Results, our next few design blogs will focus on each of our Design Solutions teams’ redesigns for AAA Ohio, Pier 1 and Marketing Experiments.

So let’s get right to it: AAA Ohio’s Annual Membership Renewal email. AAA's current email was being sent to members annually to prompt online, phone or in-store renewals. After our first meeting with AAA, we realized that members could benefit from AAA in many life activities, which in turn fueled their customer loyalty. Thus, our “Renew Your Journey…” design was born. After brainstorming on the idea and experience of a AAA member’s journey, we saw the opportunity for a wide-format email. Yes, I said wide-format email, a.k.a. “the horizontal scroller”. Some might despise the idea of side-scrolling, others may love it, but we couldn’t know for sure without a test! And test we did.

AAA Redesign
Out of the three redesigns tested in the competition, our design outperformed the control CTR by 26% and outperformed the projected revenue of the 2nd place finisher by 4%.

The beauty in this horizontal format design is that subscribers choosing not to scroll will not miss the main message or click-through opportunity. These subscribers are still able to view the header, footer and primary call to action. Therefore, nothing is withheld from the subscriber choosing not to scroll. Instead, scrolling only adds to the email experience while revealing added benefits of membership. This format also made sense because it created brand synergy with AAA Ohio’s wide format web and print elements.

Preview Pane ViewIn the screenshot at right, you’ll see we optimized the preview pane view with an html text preheader linking to the AAA renewal webpage, browser view and mobile version; all elements that are visible when images are off. We added the AAA logo at left for immediate brand recognition as well as navigation to AAA’s core business segments and contact link within the header.

Our primary “Renew Your Journey” call to action is also visible within the preview pane. It is supported by three main values of membership followed by an html text button. Once the email is opened, contact information and CAN-SPAM compliant footer are included as well as the bold arrow image with instructions for scrolling.

Once subscribers choose to scroll, the photography illustrates member benefits in travel, entertainment, roadside assistance and dining as demonstrated in this screencast. A final opportunity to click-through to the renewal webpage wraps up the journey.

Overall, we were confident this design would increase subscriber engagement. The format was non traditional, but in this case made perfect sense for the concept and type of email. Stay tuned next week to learn about the Marketing Experiments redesign.

Why does Yahoo hate me?

Thursday, December 3, 2009 by Karen Balle

Do you ever feel like you're outside in the cold, looking in on someone else's wonderful celebration?  Is that what you felt like this weekend, when you looked at your Yahoo test box and saw other people's emails being delivered yet yours were delayed?  It's not fair!  You send good email.  You get low complaints.  Your users are engaged.  This cannot be!

When I worked in network abuse, the department responsible for stopping spam coming out from ISPs, I hated this time of year.  You pretty well work from Thanksgiving straight through to New Year’s including weekends, along with the mail admins.  You do this so that people get the email they asked for and your mail servers don't turn into a burning pile of expensive slag.  We would rotate who worked with a laptop on one knee and the new nephew on the other each holiday.  It's not much fun and it's not very rewarding.

ISPs’ mail servers are SWAMPED on Thanksgiving weekend, close to Christmas, and immediately following Christmas.  Everyone is sending right now.  First priority is personal, meaningful email.  One-to-one family and friend emails.  Second is small mailings, usually To: a small list of people with a small list of Cc:s and a lot of traffic back and forth.  After that is lower-volume regular mailing lists.  Then comes highly engaged mailing lists (think hobby lists).  Then marketing lists, trying to prioritize in order of how engaged their subscribers are.  Scattered in all of that is trying to block a lot of spam and fighting off random Denial of Service attacks. 

Everyone sends more email during the holidays, including individuals.  That puts a horrible strain on the ISPs’ mail servers.  It’s not that Yahoo and Hotmail and AOL don't want your recipients to get your marketing emails.  It’s that their users have made it clear that their first priority right now is finding out whether or not they’re going to get to see their new niece or whether they have to wait until Christmas.  After that, they’ll find out what you have in mind for savings. 

Highest priority is given to email being sent from other ISPs’ outbound mail servers.  Sometimes during the holidays, complaints rarely come into play with priority.  If there’s not enough MTA sockets (the number of slots that you have for inbound connections) or bandwidth for the other ISPs’ outbound servers (personal email), then ESP customers, business emails, etc, have their connections deferred.  It’s much more important to Jane and Joe User to find out what time everyone is meeting at Grandma’s house and who is bringing the pie than it is to find out which items are on sale at which store.

Mail servers will continue to try to deliver email for up to three days, so anything that got deferred on Thursday will keep pounding on Yahoo until Saturday.  Spammers spike their volume Wednesday around midnight because all the abuse admins are away for their family gatherings.   Some offers go out Thursday, but the main bulk of them hit Friday.  Mailers keep on trying to send or resend because their email hasn’t been delivered yet, which causes more problems.  Then you have Cyber Monday and more mail on already overloaded servers.  It will be Thursday before some customers see their mail bounce and much of it will be mail that would normally be delivered. 

Don't take it personally.  Mail servers are at capacity right now.  Annalivia Ford who wrote that fantastic poem from last week, Laura Atkins from Word to the Wise, and Mickey Chandler who is the go-to for all things related to spam law all talk more about this on their own blogs. 

It's truly not that ISPs don't want to accept your email.  They have limited resources and they're doing everything they can to get as much wanted email to their users as the can.  Their mail servers are like the roads on the holidays.  Plan ahead and expect delays.

Require a login to opt-out?

Wednesday, November 18, 2009 by Al Iverson
If you're wondering if it's OK to require that recipients must log into your website before they can unsubscribe from your emails, the answer to that is no-- it's prohibited under US Federal law.

The FTC explicitly clarified this in the May 2008 CAN-SPAM Rule Update. It's on page 104, near the bottom.

Here's what it says:

Section 316.5 Prohibition on charging a fee or imposing other requirements on recipients who wish to opt out. Neither a sender nor any person acting on behalf of a sender may require that any recipient pay any fee, provide any information other than the recipient's electronic mail address and opt-out preferences, or take any other steps except sending a reply electronic mail message or visiting a single Internet Web page, in order to: (a) Use a return electronic mail address or other Internet-based mechanism, required by 15 U.S.C. 7704(a)(3), to submit a request not to receive future commercial electronic mail messages from a sender; or (b) Have such a request honored as required by 15 U.S.C. 7704(a)(3)(B) and (a)(4).

What does that mean? Read carefully: Senders are not allowed to require recipients to "provide any information other than the recipient's electronic mail address and opt-out preferences." That means you can't require them to login to your website before continuing on to a preference center or other page. The only thing a recipient has to give you is their email address, and the opt-out preference. (i.e. do you want to opt-out from all messages, or would you like to opt-out only from certain specific lists.) The law prohibits any requirement that the recipient "take any other steps except sending a reply electronic mail message or visiting a single Internet Web page" when unsubscribing -- meaning it's not OK for it to take five clicks for somebody to unsubscribe. Interact with one page means the unsubscribe link takes them to a web page, where they are either unsubscribed automatically, or push some button on that web page to complete the unsubscribe process. (That would be interacting with that single web page.)

For more information on CAN-SPAM, visit our CAN-SPAM Information Center at http://canspam.etdeliverability.com/

Lashback Working with Yahoo

Tuesday, November 17, 2009 by Al Iverson
Lashback reported today (via Twitter) that they're working with Yahoo nowadays to help Yahoo determine the "unsubscribe reputation" of senders. What does this mean? According to Yahoo's help pages"We work with LashBack to identify certain senders that honor unsubscribe requests. When a user reports "Spam" on an email from a sender that has a good unsubscribe reputation (as per LashBack's UnsubSafe score), LashBack facilitates an unsubscribe request so the user is removed from the sender's mailing list."

What does this mean for you, dear senders? I think it's another suggestion to keep your nose clean. I think this means that if you send mail to people after they have unsubscribed, you're going to end up with yet another data point identifying you as a bad guy, and it's going to further interfere with your ability to deliver email, at Yahoo, and elsewhere.

What is Lashback? Lashback calls themselves "The Email Compliance Authority." They do a few different things. They offer an email plugin for end users to download and install, and the plugin helps them compile unsubscribe compliance information, the goal of which is to help people unsubscribe from emails more easily, and denote when senders do not respect the fact that a recipient has unsubscribed. They also denote when suppression lists have been abused, are receiving mail that they shouldn't be. The goal is to denote when senders or advertisers are out of compliance with CAN-SPAM. 

We actually contract with Lashback to help us monitor client compliance with unsubscribes (and help us monitor for the unlikely event that our own unsubscribe handling processes were to fail). Some of what they look at is specific to third-party ad networks and ExactTarget is not a third-party ad network, and declines to serve mail for third-party ad networks, so not every single bit of data they collect is going to be useful to somebody like us. But, overall, they provide really useful data that has helped us take action against numerous clients engaged in bad acts.

So, it doesn't surprise me to see Yahoo referencing Lashback data, since I find it valuable myself.

Real Email Threat #3: Lax Permission

Tuesday, November 3, 2009 by Morgan Stewart
The issue of permission presents one of the greatest threats to the future of email marketing. According to data shared by Julie Katz at Connections ’09, consumers want greater control over email. They want control over SPAM, they want to be able to unsubscribe from email more easily, and they want greater control over the frequency of commercial email coming to their inboxes.

Click to Enlarge
 
In both 2008 and 2009 we asked consumers to indicate how acceptable it was for them to be contacted via email for “Promotional messages (i.e., sale, special offers) from companies whom you regularly conduct business, but have not specifically asked for ongoing information.” As we outlined in the 2009 Channel Preference Study, consumers’ attitude toward non-permission communications from known companies is souring quickly. In 2009, 50% of consumers considered these messages with unacceptable, nearly doubled from 26% in 2008. The belief that marketers can send email to their customers based on a ‘prior existing relationship’—the premise for email appends—is dead. Customers don’t want the practice to continue.

Click to Enlarge

Nevertheless, the industry continues to allow embarrassing practices like email appending and list rental. Not surprisingly, the only people that fully endorse these practices are those that profit directly from them. The rest of us squirm and manage to squeak out the words, “It can work, if you do it right.” However, few believe that it ever will be done right on a consistent basis. After all, we've been writing about this for quite a while.

There are three interrelated reasons for this. First, as I mentioned in my first post in this series, email is too easy and too cheap. It’s simply easier to do email appends and list rental incorrectly, using an opt-out model that has no regard for permission. The numbers are more impressive--and let's face it, big lists still sound better than little ones. Second, pricing models are still based on match rates and list sizes. These models favor sending to the masses, which in turn favor the opt-out model. Third, since there are still enough suckers out there who will pay to do it incorrectly, email append and list rental vendors have no incentive to change their revenue model. Given that opt-in revenue models are likely to be less lucrative, it won't change until the issue is forced.

But it may already be too late for email append and list rental companies.

While the industry has failed to police itself, two entities with the ability to make real changes have lined up with consumers. First, ISPs continue to serve the best interests of their customers by increasingly relying on reputation systems that include engagement measures such as opens and clicks to determine if messages should be routed to the spam folder (see What’s in store at the ISPs 2009-2010 from Pivotal Veracity). Second, Canadian Parliament continues to push forward Canadian Electronic Commerce Protection Bill C-27 which mandates an opt-in standard.

Comparatively, US CAN-SPAM laws are notoriously weak, making the joke that US CAN-SPAM laws say, “yes, you can spam consumers so long as they can opt-out.” Unfortunately,  Unfortunately, many companies use this law to condone their continued distribution of non-permission email. In short, the US Law falls short of meeting customer expectations—again more than half of consumers believe non-permission email is unacceptable, even when it's from a known company. This doesn’t support an opt-out standard. I interpret this as, “there is no excuse for sending email without the express consent of consumers. Period.”

Interestingly, in the same comparison of opt-in promotions from 2008 to 2009, there was no change. Consumers believe permission-based email is highly acceptable. In fact, given the choice, 75% of US consumers (see the 2009 Channel Preferences Study) and 74% of UK consumers (see Strategy Meets Customer Expectations) prefer to receive permission based promotional messages through email.

It’s simply that we need to draw a hard and fast line. Opt-in permission should be the only standard by which we live. Not supporting efforts to eliminate questionable practices in our industry reflects poorly on the industry as a whole. After all, as Matt Blumberg, CEO of ReturnPath, recently wrote, “What's good for consumers is great for direct marketers. Marketing is not what it used to be, the lines between good and bad actors have been blurred, and the consumer is now in charge.” Amen!

It's time we completely honor consumers' preference for an opt-in standard. We can no longer afford to lend any support, even passively through silence, those who don't.

Live Blog: Financial Services Solution Showcase

Wednesday, October 14, 2009 by Amanda Cross
We've got quite a change of pace in the ol' developer track conference room. Chris Murray of ExactTarget is the emcee for the Financial Services Solution Showcase.

He starts by introducing the first segment:

Beyond Deliverability: Consumer Choice & Control
Authentication, Privacy, and Policy
by Craig Spiezle
https://otalliance.org

The Online Trust Alliance is concerned with security in online activity, especially financial services. Spoofed email, phishing, and online exploits are a major challenge for financial organizations that operate online.

Craig said that government regulations are likely to come about in the next few weeks as a result of the identity theft incidents that we've heard of recently. Craig said that the United States is actually behind other parts of the world in consumer production.

Craig discussed extended validation certificates. In order to get one of these certificates, the business must prove that it's registered with a local tax authority. While this can't verify that the business has good business practices, but it does require that the business be a real business. When a business has this certificate, it turns the address bar in your browser green when you visit their site. If the address bar isn't green, you know that it's a spoofed site.

He continued to talk about the business value of authentication. Not only does this help protect your business from being spoofed, but also improves your deliverability.

Of the top 100 financial institutions in North America, only 43% have protections in place for consumers.

Craig talked about the problem with unsubscribe: an unsubscribe link in the footer of the email is required by CAN-SPAM, but consumers are warned not to click links in emails they don't want for fear that they'll alert spammers that they're a real person. An unsubscribe header allow ISPs to render an unsubscribe link in their client so that people can unsubscribe without clicking the "report as spam" link and degrading your reputation. About this time, someone from ExactTarget piped up to mention that ExactTarget email already does this automatically.

Addressing Email Security Concerns
Matt Burton - GMAC/Ally Bank

Matt talked about Ally bank and the fact that its customers were receiving more spoof emails that were pretending to be from Ally as they were receiving from the real bank.

Ally Bank, like many places, would love for there to be a "silver bullet" that would solve the problem, but in fact the best way to protect consumers is with a combination of proactive monitoring, excellent deliverability of your legit content, and customer education.

Governance, while unpopular, is critical. If your company has multiple business units, ALL of them have to have successful security.

Some financial institutions do not include links in their emails, instead telling consumers to go to the website. This is problematic because it requires more copy and results in fewer site hits. Also, this doesn't prevent phishing emails from including links in their emails.

Security tools, such as ISP Phish Blocking and Certified Mail, are available to help prevent risk and increase confidence in your message respectively.

Education of consumers can be tricky. Sending emails that tells customers how to tell whether your email is real might make it look like you're a spoofer trying to set them up to trust fraudulent email in the future. Better to just remain consistent in your sending so that consumers become accustomed to your style and learn to identify spoofs on their own.

To wrap up, Matt recommended proactive risk diminuation rather than waiting for a problem happens and only responding then.

Technology Solution
e-statements at Nationwide
Brian Jaffe - Nationwide Insurance

Nationwide was facing a "statement challenge"--sending statements to customers on email. The address this issue, they created an elegant solution.
  • Governance - As part of this process, they codified their program for sending emails.
  • Preference management - allow customers to specify their preferences. Brian recommends double opt in.
  • Billing format - recreate view of paper statement
  • Send mode - bulk or single send. You probably batch up your bills, but some might do individual sends.
  • Data preparation - attributes or data extensions? what is the unique subscriber key? You need to understand your extremes (what happens if you have an extremely large amount of data?) and your data-display issues.
  • Deliverability - decisions about IP and Domain. Learn from your deliverability team!
  • Feedback - decisions about bounce management, reply management. If people unsubscribe and then try to sign up, you could have technical problems sending emails. Make sure you understand how your unsubscribes are managed. And be ready to monitor replies, even if you tell people not to reply to a message.
  • Inserting marketing messages into transactional emails - CAN-SPAM does allow you include marketing messages into your transactional emails under certain circumstances.
Paperless statements can create issues. For example, what if customers call in saying that they never received their statement. Customer service needs to be able to access tracking to see whether the subscriber ever opened the email and have other strategies to deal with these complaints. Customer service needs to be able to resend statements.

Nationwide includes quite a bit of personal information in their emails so that subscribers know that the email must be legit, since a phishing scam wouldn't have access to so much personal information. Watch out for links to log-in pages, since phishing emails like to send very similar emails that direct to their own "login page."

Having a protocol to deal with bounces is wise. In their case, if a subscriber soft-bounces, they put the subscriber back into the paper stream for one cycle and try paperless again for the next cycle. If they run into a hard-bounce, they put the subscriber back into the paper stream indefinitely until the subscriber re-enrolls themselves in the paperless process.

Nationwide's solution is based on the ExactTarget SOAP API. Their OMS (outbound messaging service) is a middleware layer of abstraction that actually sits behind their firewall. Between the OMS and ExactTarget much communication occurs to get the statements out to subscribers.

The content of the eStatement itself uses AMPscript to build the bill by parsing concatenated attributes and dynamically displaying content in appropriate data tables.

Michael Murdza (ExactTarget) took us through the technical aspect of the eStatement data flow. A sophisticated decision tree weave through the Nationwide database and ExactTarget application, using XML, AMPscript, and API calls.

And then the presentation wrapped up, and everyone started getting ready for the evening entertainment. I've really enjoyed live blogging the technology track for everyone today, and I hope you've enjoyed reading as much as I've enjoyed writing it. See you between the lines :)

Live Blog: Automation Event Triggered Sends Using SOAP API

Wednesday, October 14, 2009 by Amanda Cross
The developer track continues with Automation Event Triggered Sends Using SOAP API. Between sessions, the intrepid staff of the Westin brought in several more chairs, effectively ensuring that no one will be sitting on the floor this time. There wouldn't be room, even if they wanted to.

Ana Ng plays over the PA system while we wait for the session to start, and with a minute to go it switches to Particle Man as the room fills up. You can tell that we're gearing up for the They Might be Giants concert tonight, after the Second City performance. Indeed, I'm already wearing my wristband :)

Automation Event Triggered Sends Using SOAP API
ExactTarget Product Specialist Manager and general super brain, Dale McCrory beings the presentation by asking how many people in the crowd have used triggered sends before. This feature is one of the most powerfully compelling and commonly implemented functionalities available in the SOAP API. Triggered emails are perfect for things like password reminders, order confirmations, and welcome emails. You can also use them together with Web Collect forms, Reply Mail Management, and other parts of the ExactTarget system that automatically send response emails to subscribers.

He continues by talking about send classifications: marketing and transactional, and the differences between then. Basically, marketing messages are subject to CAN-SPAM regulation, while transactional messages are not, since they're might actually be required to be sent to subscribers, such as receipts.

Dale puts some code up on the screen to show the anatomy of a triggered send call. He talks about how the template, content, and all the look-and-feel stuff about the email are created within the application and are controllable by marketers. The API then references the triggered send definition using the external key and doesn't have to bother with actually creating the content  of the email using the API.

Next, Dale moved in to the difference between synchronous and asynchronous API. A synchronous API call goes to the server, which responds. If the server is unavailable, there's no response, and it's on the ExactTarget customer's shoulders to retry. Asynchronous calls, on the other hand, are queued up, so even if they can't be processed right away, they will get processed when the server is available. He recommends that people starting new triggered send initiatives use asynchronous API, unless development is so constrained that synchronous is all there's time for.

High priority API calls can be processed immediately, even if one of the servers is unavailable, by using our multiple data centers. There are limitations on emails that can be sent this way (they can't contain info from data extensions...stuff like that) and it incurs an additional cost per send.

Dale ran a little short of time, but he'll be presenting again later in the day.

Intuit's Notifications Service Engine: A practical approach to facilitating customer notifications
Next Intuit's Gary Rittinger directed everyone to http://connect.intuit.com to check out the implementation that he'll be talking about.



His purpose is to provide Intuit's infrastructure and offerings the ability to send, monitor, and manage the notifications they send to customers in a consistent and reliable way.  To do this, Gary uses triggered sends to send welcome emails, order confirmation, shipping conversation, and other transactional messages.

Intuit finds that it's difficult to get consistent programming from across its organization, so it uses "application adapters" to normalize the input. They're using ExactTarget accounts to let each product manager get in and see the status of email sends.

As a result of implementing ExactTarget, Intuit enjoys:
  • Better transparency into notifications deliverability.
  • Reduced cost and increased efficiency of customer notifications.
  • Improved enterprise SOA adoption through standard web service technologies.
  • Fewer of redundant apps that served the same purpose.
  • Improve governance and compliance.
Gary recounted the ease and smoothness of putting this process in place. He commented that they've recently been moved from the Indy data center to the Las Vegas data center--one of the first customer to be live sending out of that data center--and the move took only 90 seconds. He also said that rolling out the process took only a couple weeks.

During the Q&A, Bryan Wade (the emcee) is talking up the documentation wiki and the API content that's available on it. This is a topic near and dear to my heart <3

Sending SMS Messages? Make Sure You are in Compliance with New SMS Regulations.

Friday, October 2, 2009 by Phil Schott

If you're an ExactTarget client using SMS to enable targeted 1 to 1 communications you should have received an email on October 1, 2009, informing you of a change to industry regulations.

Here's what the email stated:

Beginning October 1, 2009, industry regulations state that the phrase "Standard Message charges apply" is no longer acceptable as standard messaging in SMS communications. For all digital advertising formats and message flows, one of the following phrases must be used in its place:

Message and Data Rates May Apply
Msg&Data Rates May Apply
Msg&data rates may apply
Msg&data rates may aply


View the ExactTarget SMS Regulation resource page for more information and helpful links to ensure that your Text Messaging campaign and communication programs are compliant.

If you have any questions about this change, please contact Deliverability Services at deliverability@exacttarget.com.

Recurring Comcast Delivery Problems Don't Have to be a Problem

Tuesday, September 15, 2009 by Phil Schott

One of the most frequent questions that we in Deliverability Services get asked is how to keep Comcast blocking from recurring.

Comcast aggressively blocks mail they deem their users don't want--even more so than other receivers.  Right or wrong, they have filtering in place that they believe is effective and offers their users maximum protection from spam and unwanted mail.  Ultimately, their obligation is to meet the needs of their users and not necessarily to meet the needs of senders.

The two biggest reasons Comcast blocks mail is because a sender's mail earns too many complaints or because a sender is sending to too many invalid Comcast addresses.

Senders are understandably upset when their mail gets blocked at Comcast, but by and large blocks are avoidable and are the result of less-than-great sending practices.

To avoid blocking by Comcast, or any receiver, ensure that you're sending mail to subscribers who have explicitly opted-in, are expecting to receive your mail, and will find the mail relevant.

If your sends keep getting blocked, it's time to review your sending practices.  Is your opt-in clear and explicit?  Do subscribers understand what you'll be sending to them and how often you're going to send?  Are you meeting those content and frequency expectations or are you sending more frequently than you said you would or different content than you said you would?  If a subscriber opted-in for your mail six months ago, are they still going to find the mail relevant and look forward to receiving it or has your mail now become just another of dozens they receive daily?

If you answered "no" to any of the questions above, it's time to change your practices to meet your subscribers needs and expectations.  That may include less frequent sending, changing your opt-in, making your content more relevant and more of a one-to-one communication, or simply asking your subscribers if they still want to hear from you, which is known as re-engagement.

ExactTarget is excellent at helping clients get wanted and expected mail delivered and helping to maximize delivery and return on investment.  However, if you're not meeting your subscribers' needs and expectations or continuing to send to addresses that are no longer valid you're going to continue to experience delivery issues at Comcast and possibly other receivers.

For more email deliverability tips and Best Practices, check out our free whitepaper, "Email Marketing CAN-SPAM Compliance."

Summer Reflections from an Intern at an Email Marketing Company

Thursday, August 27, 2009 by Kyle Schroeder

So, I thought I knew about email before this summer.

I had signed up for newsletters and fan clubs. I got the coupons from online retails and bookstores. I even thought that I sent a decent amount of email in a given day. But, I had a lot to learn.

I remember the day that I had first heard about ExactTarget at a career fair. I talked with the employees at the booth for ten minutes or so and thought it was a really interesting company. I went home and began sharing with my friends about this “email company” ExactTarget:

Friends: “So what do they do?
Me: “They send email.
Friends: “Spam?
Me: “No, I don’t think so. Its email you sign up for.
Friends: “Oh, spam.

After spending 14 weeks working for ExactTarget, I know and can explain why we actually are driven by the opposite of spam—and fight hard against companies that want to send spam.

ExactTarget is actually focused on sending relevant, permission-based email messages to consumers in a one to one marketing model that reaches specific customers that have chosen to opt-in to the particular email message.

There are two types of email messages sent out: transactional and triggered. There is also a CAN-SPAM Act of 2003 that has set out to regulate what email needs to look like.

I now realize what a powerful email marketing software platform ExactTarget is and how it can truly help raise the ROI for a company’s marketing dollar.

Kyle Schroeder
Slingshot Summer Intern

Email Design Tip of the Week: HTML for the Unique Email Landscape

Wednesday, August 19, 2009 by Andrea Smith
As we touch on this issue time and time again, HTML for email can be very different than HTML for websites. Here are a few tips to get started, and for coding veterans, some thoughts to freshen your perspective.

Coding HTML for a Custom Template or an HTML Paste EmailEmail Marketing Design
The creative is done, copy is approved – time to start coding and testing for proper rendering! Since the rendering of the email is crucial to ensuring the subscriber has a positive experience, it’s important to choose the appropriate editor to achieve that result. Many popular WYSIWYG editors such as Dreamweaver and FrontPage will work well for web pages, but experience display issues when used to create emails. In a nutshell, this is due to the differences in the way email clients support and display HTML and CSS. There is a firm set of standards in place for coding HTML for web pages, but email standards are still a topic under debate. Programs like Dreamweaver and FrontPage were created with web standards in mind and won’t necessarily generate code that is optimized for email.

Even though these programs are designed with web standards in mind, using them doesn’t guarantee you are left with 100% compliant code. Make sure to avoid using the “Save as a web page” functionality in Microsoft Word. The resulting HTML contains proprietary code and embedded CSS that will not display properly in most email clients.

Advanced Tip
For best results, code HTML emails and templates in a plain-text editor. NotePad and TextEdit come pre-installed on your PC or Mac. Here are our favorites available for download:
These programs output the cleanest html without adding anything extra that may lead to rendering problems. Even better, some editors have productivity tools that allow you to add snippets or pieces of code you might type again and again and allow you to access those snippets with simple keyword triggers. Designer Chris Studabaker elaborates on other productivity tools.

For more design tips and recommendations like this, check out:
Email Marketing Design: The New Essentials

Honest Email Opt-In and List Growth

Friday, August 14, 2009 by Beth Leleck
Honest Email Opt-In and List GrowthI had myself a little chuckle this week with the uproar around the White House asking people to email 'fishy' information regarding health care reform to a designated White House email address.  The biggest question mark in this controversy circles around what the White House is going to do with the information they collect from this exercise -- which could potentially result in a list of email addresses or IP addresses of Americans expressing their opinion or providing information. 

This was a nice reminder from our Nation's leaders that collecting email data under false pretenses is no laughing matter.  Many companies struggle with the best way to build an email marketing opt-in list.  I like to think it is as simple as following our Subscriber's Rule philosophy to Serve, Honor, and Deliver.  But ExactTarget's 2009 Email List Growth Study goes a step further to show you how to create a successful, compliant, ROI-producing email list growth strategy -- so you'll never make the nightly news with subscribers wondering why you're collecting their information, and how you're going to use it. 

Top 5 Email Marketing Blog Posts of the Week

Monday, August 3, 2009 by Kevin Nuest
In case you missed it, here are the Top 5 most requested ExactTarget blog posts last week:

1. Aptera Software Overhauls Email Marketing Strategy and Increases Lead Production
by: Joel Book

2. Email Open and Click Benchmarks
by: Morgan Stewart

3. Canadian Spam Law Update
by: Al Iverson

4. How Richmond American Homes Uses Email Marketing to Sell Homes
by: Joel Book

5. More Permission Failure - Friend Requests
by: Dawn DeVirgilio

Email Design Tip of the Week: Understanding CSS Support for Email

Wednesday, July 29, 2009 by Justine Jordan
Creating a beautifully designed email that displays properly and consistently across email clients can be a stressful, headache-inducing experience, especially for those new to email. It doesn't have to be! You can plan ahead and anticipate display issues by designing and coding your email with this information in mind.

CSS, or Cascading Style Sheets, is a powerful language that was created to allow web developers the ability to separate content from presentation in web pages. While CSS is a modern standard for the web, it’s history and support in the email world has been rocky at best. There are three different ways that you can use CSS to style your email: External, Embedded (sometimes referred to as Internal), and Inline:

External CSS:
External styles are listed on one page or sheet, and the email links to the separate file to reference the styles.

<link rel="stylesheet" type="text/css" href="styles.css">

Embedded (Internal) CSS: Embedded styles are listed in the same fashion as external styles. Rather than the email linking to a separate page to reference the styles, internal styles are listed in the header (or <head> tag) of the email.

<style type="text/css">
a:link {color: #000000}
a:visited {color: #CCCCCC} 
a:hover {color: #333333} 
a:active {color: #333333} 
</style>

Inline CSS: Inline styles are used directly within HTML tags by adding the “style” attribute. The style attribute can contain any CSS property, and will only affect the tag they are applied to.

<a href="http://www.exacttarget.com" style="text-decoration: none;">

Which CSS technique is best for email? To date, the majority of email clients support inline CSS, along with most basic formatting styles. Be mindful that many web-supported CSS properties aren’t consistently supported in email. Among the properties that are well supported in email include: font-family, font-size, font-style, font-weight, color, padding and border.

Remember these tips:
  • CSS-based layouts are only successful in the most compliant of email clients. Your design will render more consistently when HTML tables are used for layout. The use of embedded or external styles is not recommended for consistent display across email clients (Gmail only supports inline styles).
  • Many CSS properties popular with web developers have poor support in email. These include (but are not limited to) margin, line-height, clear, list-style-image, position, z-index, background-image, background-position and background-repeat. Avoid the use of these properties, or test thoroughly to ensure your email is displaying as intended.
  • Small changes in how web-based email clients support CSS occur often and without much fanfare, making a case for frequent and continued testing.
  • Know your audience. If you have data showing that all of your subscribers use Thunderbird to view their email, you'll have more flexibility in the types of CSS you may use. On the other hand, if most of your audience is using Outlook 2007, you may want to take a more conservative approach.

For more tips on how to design and code for email, download our whitepaper, "Email Marketing Design & Rendering: The New Essentials."

Annoying Consumers with Too Many Emails

Thursday, July 16, 2009 by Morgan Stewart
When one interviewee was asked if he had ever signed up to receive email newsletters he responded, “Yes, and I usually regret it.” Asked to clarify he went on, “I sign up for things thinking that I will get one or two emails every now and then, and then you start to be their best friend. I hate it! Don’t over communicate because that’s when I get angry.”

One Catapulter summarized the feedback she heard from consumers this way, “Consumers don’t want to be inundated with information. They want ‘to-the-point,’ relevant communication that isn’t annoyingly frequent.”

But how often is too often? When does the frequency of a program start to drive people away?

There are two ways I have seen used to measure this. First, measure engagement.. Looking at the percentage of emails consumers open—and the corresponding percentage of emails consumers click—can provide insight into the saturation level of your subscribers. If consumers continue to click through on emails, marketers using this method assume the subscriber is still satisfied. Generally, this is a safe assumption. However, there are downsides. It takes a good deal of effort to implement and stick with this type of segmentation. The marketer is supposed to pull back on frequency to segments where subscribers start to engage less often. This becomes difficult to do when others in the organization challenge the logic of limiting some mailings to a small segment of “highly engaged” subscribers.

The second method of limiting frequency is simply to ask. Video of the street interviews will serve as a supplement to a consumer survey fielded last month. In that survey, we found 64% of people said they were more likely to provide their contact information to companies that asked them about frequency. This is in essence a contract with the subscriber, which can generally be used to defend against the “why not send one more email?” question.

Either way, “how much email is too much?” is entirely in the mind of the recipient. What is too much for one subscriber is not enough for another.

Marketers wanting to take subscribers from the first-date (see Permission Makes All The Difference) to a relationship need to determine their frequency strategy. Moving to fast risks ending the relationship prematurely, while moving to slow allows the door to stay open for other suitors.

This post is part of a series on Consumer Perceptions of Marketing.

Previous post in series: Consumers Don’t Know What CAN-SPAM Is

Next post in series: When Marketing Becomes a Service