Confusing opt-in and opt-out

Harvard Business Review posted a blog earlier this week suggesting that all businesses should treat email marketing as an opt-out process. Unfortunately, the post seemed to me to conflate and confuse a number of things.
She mixes in potential customers providing business cards to an exhibitor at a trade show with current customers that are using a product. She promotes businesses using opt-out as a default communication practice, but then talks about giving customers preference centers to manage the contact.
Overall, it was a very confusing article.
For instance the author says:

Many B2B marketers abide by a [opt-in only] policy, but they don’t have to — and shouldn’t. In fact, I’d argue, your business customers generally would prefer the reverse: an opt-out arrangement in which you send them messages unless they say “stop.”

Of course, the author then completely negates her own point by pointing out how businesses collect email addresses from customers and provide preference centers so that the recipients can control the communication center.

[T]he gold standard of business communications permissions today is to offer a choice to customers, like a web-based form that allows them to indicate their preferences. Let them choose the media channels they prefer and how often they want to hear from you. Allow them to change their preferences at any time. And above all, comply with their requests.

I dunno, that sounds pretty opt-in in practice to me. Once you get to the point of collecting email addresses from actual, paying customers, and implement them a preference center then I’m finding it hard to see how that is opt-out.
What a lot of other readers focused on and objected to is her example of collecting business cards at a trade show.

Consider this scenario: Say you attend a trade show and exchange business cards with an exhibitor. Does that exhibitor have permission to contact you by email? Of course. You fully expect to receive email (or phone, or postal mail) follow-up. That’s how you stay informed, build relationships, and do your job.

Many of us have had horrible experiences with over aggressive marketers collecting business cards and then adding us to marketing lists. A followup email or phone call is absolutely expected. An invite to join a mailing list? That’s not opt-out and is a fine practice. Adding every business card you find to your marketing list? That’s a major no-no and the only practice I’d consider opt-out here.
I am pleased to see the number of email marketing folks that commented at hbr.org, and on DJ Waldow’s post at Bronto blog arguing that opt-out was bad and even B2B marketers needed to use opt-in. But when I went back to the article to draft this post I couldn’t find where the author actually talked about opt-out marketing except when she said all businesses should use opt-out marketing. All of her examples involved users giving vendors their email addresses. How is that opt-out?

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Permission is always a hot topic in email marketing. Permission is key! the experts tell us. Get permission to send email! the ISPs tell us.

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You must be present to win

Guest post by Phil Schott
I often have the pleasure of putting my four year-old son to bed at night and I’m usually exhausted afterward. It’s a never-ending string of questions and admonishments that goes something like this,
“Daddy, is it a stay-at-home day tomorrow?
“No, Joe, tomorrow is a go-to-school day, it’s Tuesday. Joe, stop talking and go to sleep and please stop picking your nose.”
“Daddy, how long until the Easter bunny comes?”
“A few weeks. Now, go to sleep and stop picking your nose, Josef.”
“Dude, what did I say about picking your nose?”
“Sorry daddy, I can’t help it. It’s my job.”
“Daddy, When’s it going to be my birthday?”
“Joe, you’re not going to live to see your birthday if you don’t stop picking your nose and go to sleep.”
Lather, rinse, repeat for about 10-30 minutes every night. Same questions, same answers, always picking his nose.
In retrospect it seems funny and maybe sweet, but it never does at the time and the thought of doing it all over again tomorrow night makes me want to run out screaming.
However, I realize that if not me, who? Who’s going to tell Joe to stop picking his nose? Who’s going to answer his questions? I have to. It’s my job. If I want to be his dad, that’s what I’ve got to do. If not, then I don’t get to be his dad, I don’t get to be part of his life, and I don’t get to be part of my family.
There are folks in our industry just like Joe and me–those who never seem to get it, those who ask questions over and over, and those who tire of answering the same questions.
I’d like to thank those who answer those questions over and over. Folks like Al Iverson, JD Falk, Mickey Chandler, Greg Kraios, Ken Magill, Laura Atkins, Steve Atkins, Karen Balle, Annalivia Ford, and many others who deserve to be on this list.
I’ve only been in deliverability for a few years and I’d be nowhere if these folks hadn’t answered my dumb questions, posted their thoughts, shared their knowledge, and told me to stop picking my nose on occasion.
It pains me though to read from time to time the ranting of those in our industry who want to decry the dumb marketer, give up, and take their ball home. It’s a shame, but that’s their right and their decision. However, they then don’t get to be part of the community. They lose the effectiveness to tell a dumb marketer to stop picking his nose. They become a washed-up, has been, curmudgeon with no voice. Like with my four year-old son, if I want to be a part of the deliverability community I’ve got to stick it out and deal with it. You have to be present to win.
In her post, A very young industry, Laura Atkins of Word to the Wise quotes ExactTarget’s Joel Book as stating that less than 20% of those in email marketing have more than two years experience. Yes, it’s an industry full of four year-olds. If you’re one of those in the know are you going to bemoan this fact that’s beyond your control or are you going to work to make the community you’ve helped build a better place? You absolutely can choose to move on. We will miss you and I wish you the best of luck. But either keep helping out as you’ve expertly done or get out of the way. Don’t take cheap shots at those trying to do the right thing and trying to do some good work.
For those of you tired of answering the same inane questions you’re fooling yourself if you think the folks who really need to hear your message are reading. They’re not. And they’re going to keep on asking their inane questions until somebody helps them out. I choose to help them out. I choose to be part of the community. I choose to be present.
A big part of the issue is how daunting it can be to ask for help without the risk of appearing the fool. There are far too many folks in this business of deliverability who are more interested in proving how smart they are and selectively sharing knowledge than they are in helping raise the overall level of consciousness and enlightenment.
If you want the idiots and fools to go away then help them become something more. Help them like no one helped you when you started out. With much effort, time, and frustration, I could pick through five years of your blog posts to find the one bit of information I need, or you could give me the URL to the post that will reveal all. I’m not asking you to spoon feed me, I’m just asking for a little help. There’s no books on this stuff and you can’t go to school to get your BA in deliverability. All we’ve got is each other.
Phil Schott has been handling delivery and compliance for a major ESP for the last 3 and a half years.

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The legitimate email marketer

I cannot tell you how many times over the last 10 years I’ve been talking to someone with a problem and had them tell me “but I’m a legitimate email marketer.” Most of them have at least one serious problem, from upstreams that are ready to terminate them for spamming through widespread blocking. In fact, the practices of most companies who proclaim “we’re legitimate email marketers” are so bad that the phrase has entered the lexicon as a sign that the company is attempting to surf the gray area between commercial email and spam as close to the spam side of that territory as possible.
What do I mean by that? I mean that the address collection practices and the mailing processes used by self-proclaimed legitimate email marketers are sloppy. They don’t really care about individual recipients, they just care about the numbers. They buy addresses, they use affiliates, they dip whole limbs in the co-reg pool; all told their subscription practices are very sloppy. Because they didn’t scrape or harvest the email address, they feel justified in claiming the recipient asked for it and that they are legitimate.
They don’t really care that they’re mailing people who don’t want their mail and really never asked to receive it. What kinds of practices am I talking about?
Buying co-reg lists. “But the customer signed up, made a purchase, took an online quiz and the privacy policy says their address can be shared.” The recipient doesn’t care that they agreed to have their email address handed out to all and sundry, they don’t want that mail.
Arguing with subscribers. “But all those people who labeled my mail as spam actually subscribed!!!” Any time a mailer has to argue with a subscriber about the validity of the subscription, there is a problem with the subscription process. If the sender and the receiver disagree on whether there was really an opt-in, the senders are rarely given the benefit of the doubt.
Using affiliates to hide their involvement in spam. A number of companies use advertising agencies that outsource acquisition mailings that end up being sent by spammers. These acquisition mailings are sent by the same spammers sending enlargement spam. The advertiser gets all the benefits of spam without any of the consequences.
Knowing that their signup forms are abused but failing to stop the abuse. A few years back I was talking with a large political mailer. They were insisting they were legitimate email marketers but were finding a lot of mail blocked. I mentioned that they were a large target for people forging addresses in their signup form. I explained that mailing people who never asked for mail was probably the source of their delivery problems. They admitted they were probably mailing people who never signed up, but weren’t going to do anything about it as it was good for their bottom line to have so many subscribers.
Self described legitimate email marketers do the bare minimum possible to meet standards. They talk the talk to convince their customers they’re legitimate:

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