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Online Email Marketing

How to track opt-ins?

Friday, June 19, 2009 by Al Iverson
A client wrote me in response to a previous blog post on spam complaints, asking about the best way to track how people opt-in. That's a good, but complicated question. It might be too detailed for a blog post, but here are my thoughts on the topic. (Feel free to contact me if you have any specific questions.)

If you're using an online method of list signup, track all the variables you request from the person. Name, address, phone number, whatever. Also, make sure you track the IP address they signed up from. If you're really technology savvy, track browser information (Firefox on Linux, for example). All of this data will help prove to ExactTarget that the person opted-in, if there is ever a spam complaint issue.

If recipients opt-in to your mailings when ordering a product or service from you, the transaction details are important. Obviously we're not going to ask you to provide the person's credit card number, but the rest of the details (what was ordered and when, with details) helps to make the case. I used to work for an e-commerce service provider, and that data was always excellent protection against spam allegations.

If the signup method is an offline signup method like a paper form, record all that information obtained via the paper form. I'd recommend recording it in something like an Excel file or Access database. On the (unlikely) chance somebody would ever sue you for spam, you probably should keep those paper forms, too. Make sure you record the date that the form was filled out.

You don't have to actually upload all of this extra information into ExactTarget. It can amount to a lot of data, and if you're not actually using it for segmentation or personalization, I wouldn't bother. The important thing is that you keep this data somewhere that you can access, in the event that we contact you about a spam complaint. Keep it in an Excel file, an Access database, text file, your CRM system, or some place similar.

Keep in mind that we're going to ask you for this info only in unique situations. We're not asking you to pull this information and send it to us for every single spam complaint received back from an ISP, for example. We have a process wherein specific complaints are escalated when the potential for a broader spam issue is observed, and that's when we're going to reach out.

And thank you everyone who has helped us resolve a spam complaint issue by providing this information upon request. As I've mentioned before, there's a direct tie between resolving these issues and getting your mail delivered. I'm very appreciative of how helpful our clients are in working with us to ensure their deliverability isn't negatively impacted by a spam issue.

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