Opt-In

What’s the best opt-in method?

Kickbox interviewed a bunch of us to find out what methods of opt-in we recommend. Go check it out.

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The key to improving deliverability

According to the UK DMA, marketers report improvements in deliverability after GDPR went into effect.

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The many meanings of opt-in

An email address was entered into our website

An email address was associated with a purchase on our website.

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Subscription transparency

I regularly tell clients to be transparent with their sends. With email, permission is better than forgiveness. A surprise change in mail frequency or type leads to complaints. Complaints lead to bulk foldering. Once mail is in the bulk folder, it’s hard to get out of there, particularly at some webmail providers.
The permission is better than forgiveness is hard for a lot of senders to understand. Much of marketing is about assuming the yes in the absence of a no. Sure, they’ll back off when there’s a no, in DMA terms it’s the “one bite at the apple rule.” Unfortunately for senders the one bite rule doesn’t work in the email space.
There are a couple reasons that permission is better than forgiveness in the email space. The biggest is that the ISPs own the mailbox and as the owners they make decisions about who gets access. They prioritize the wants and needs of their customers / users over the wants and needs of advertisers. It’s easy for users to give feedback; in many cases they just have to hit a button. But that’s another whole blog post.
Today I get an email from The Guardian. They’re modifying and expanding their newsletter program, so they sent subscribers an update about it.

 

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Necessary but not sufficient

TechnicalTwitterConversation
With all the emphasis on getting the technical right, there seem to be people who think their mail will be delivered as long as the technical is right.
Getting the technical right is necessary for good inbox delivery, but it’s not sufficient.
The most important part of getting mail to the inbox is sending mail users want. In fact, if you’re sending mail folks want, interact with and enjoy then you can get away with sloppy technical bits. Look, major players (eBay and Intuit) have invalid SPF records, but we’re all still getting mail from them.
There are also a lot of folks who are doing everything technically perfectly, but their mail is still going to bulk. Why? Because their recipients don’t want their mail.
Permission is still the key to getting mail to the inbox. In fact, permission is more important than getting all the technical bits right. If you have permission you can play a little fast and loose with the technical stuff. If you have the technical stuff right you still need permission.
 
 

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I cannot feel the Bern.

On a lark (and to do my best to stay as informed as possible via primary sources) I decided to sign up for the official mailing lists of the Trump, Clinton, and Sanders campaigns.
Both Trump and Clinton were happy to take my email address and add it to their distribution lists, no confirmation required. Not terribly surprising, since they need to make it as easy as possible to get their messages out to anyone who will listen.
On to the Sanders campaign.
I… couldn’t figure out how to subscribe to Sanders’ mailing list.
I feel I must have missed something obvious. I’m certainly not saying that I’m a super-genius or anything… but, at the same time, if I can’t figure out how to get your mail, then it might just be that others are having similar problems.
The first obvious place to sign up for updates was the big blue “This is your movement” box. That route requires a donation to proceed. Back to the main page.
The next option would sign me up for mobile alerts. No thanks.
All the way at the bottom of the page, a final big blue box asks, “Are you ready?” Somewhat beyond ready, I entered my information, clicked “Join us” and held my breath.
I Cannot Feel the Bern
The “Form submission limit reached” error is likely indicative of the use of outsourced product or service being used to collect and manage contact information on behalf of the campaign. My actually seeing this error is indicative of insufficient testing of the site by the campaign.
I’m sure the developer promised a bulletproof site, and it seems the campaign took this on faith. But at least one thing fell through cracks, resulting in the campaign not just losing an avenue of communication with someone who has self-selected as interested, but also potentially diminishing that person’s opinion of how the campaign manages the finer points, and wondering how that ultimately reflects on the candidate. Ultimately, it doesn’t matter whether or not the campaign developed the site themselves or hired someone else to do it on their behalf. All that matters is that they put their name on it, and let it speak for their brand.
Campaigning is sales. Whether you’re selling a candidate or a stock portfolio or a hand-made product, when you invite your audience to interact with you online, they must find the experience to have been worth their time, otherwise they’re unlikely to take you up on any future invitations. In business, as in politics, there’s a lot on the line, communication is vital, and mastering digital interaction with the public is no longer optional.
And while I was writing this post, I started receiving mail from the Sanders’ campaign. So I guess I could subscribe after all.

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The truth matters.

bullhornCall within the next 10 minutes…
Consumers with last names starting with O – Z can call tomorrow…
Only 5 seats left at this price!
 
All of these are common marketing techniques designed to prompt consumers to buy. It’s not a new idea, create a sense of urgency and people are more likely to buy.
I think some marketers are so used to making outrageous claims to support their marketing goals, that it doesn’t occur to them that the truth matters to some people.
There’s almost no better way to get me to send in a spam complaint than to send me an email with a claim about how I opted in.
Example:

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It's the recipients

Most delivery problems to US ISPs boil down to sending mail to people who don’t want it or expect it. Sure, we do technical audits and find issues with how companies are sending mail. But all the technical correctness in the world isn’t going to make up for sending mail users complain about or don’t interact with.
Recently we were working with a client who was having some delivery problems for one mail stream. As we dug down into the issue, we discovered a couple things about the mail stream.

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Spam is about invading other people's space

At the recent Sendgrid Emailmatter’s conference Sally Lehman advised attendees to “Treat someone’s inbox like it was their home.” This is advice I’ve been giving clients for a long time. I think it’s even more relevant now as so many people have data enabled phones and are checking email so frequently. It’s not just their home, it’s their personal space they can take with them.
Seanan McGuire, a friend and NY Times bestselling author, wrote a blog post today about how she views promotion and marketing as an artist and someone who is expected to promote her work. She also talks about what it feels like to be a target of promotion and offers some advice about how to promote your products online.  She talks about how she, as an author and creative type, is expected to do some level of self promotion and how that promotion is done in her space – whether that space be on twitter or her blog.

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The DMA: Email marketing or spam?

A few weeks ago, I signed up for a webinar from the DMA. As is my normal process I used a tagged address. I don’t remember any notification that I would be signing up for mail, and I generally do look for those kinds of things. I also know a lot of webinars are used to drive sales processes and I prefer not to waste sales time if I’m not actually looking to purchase.
In recent weeks I have gotten an ongoing stream of marketing messages from the DMA. I’ve tried to opt-out, but the DMA don’t actually want me to opt-out. Each marketing message is a different type of message from a different list. Each list must be opted out of individually.
First it was Conferences, then it was Education, then it was Awards, then Events. I’m trying to figure out what’s next and how many more times the DMA is going to get to spam me before I just turn that address into a spam trap.
And before you tell me that I can’t make an address a spam trap, think about that a little bit. I never opted this mail in to receive anything but the webinar confirmation. I’ve dutifully opted out each and every time the DMA has mailed me. I’ve even tried to opt-out of all mail. Unfortunately, the DMA has placed the “opt-out of all mail” behind a registration wall, one I cannot get to as I do not have (or want) a DMA account.
DMASignOn
The DMA is sending me mail I did not request and do not want. They have made it impossible for me to determine how much mail I will get. They have made it difficult for me to opt-out of all their mail.
This is an example of bad email marketing. I’m sure that the DMA will tell me this is all permission based email. I disagree. This is an example of the DMA taking permission. This is not an example of a sender asking for permission. I didn’t give permission to be added to all these DMA lists, and I have no way to actually revoke the permission that they took from me.
I signed up for a second webinar with this email address, one related to CASL. The irony is that the DMA’s behavior here is a violation of a number of points of CASL. First, there was no clear opt-in notice on the website. Second, CASL requires parity between opt-in and opt-out. If I opt-in once then I should be able to opt-out once. CASL puts an end to this opt-in once, opt-out dozens of times process.
I wish I could say I was disappointed in the DMA. But I’m barely surprised. Their track record is poor and they have typically fallen on the side of “I have consent until you force me to acknowledge that I don’t.” In this case, the DMA is demonstrating that quite clearly. They will keep spamming and spamming and spamming. I have no doubt were I to actually register an account, they would continue to spam me with “account notifications” that I was unable to opt-out of because they are transactional, membership messages.

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A good example of 3rd party email

This morning I received a great example of a 3rd party email that I thought I’d share with all of you.
Good3rdPartyEmail
 
What’s so great about it?

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Get an email address, by any means possible

Neil has a post up about the “opt-in” form that we were all confronted with when logging into the hotel wifi at M3AAWG last week.  They aren’t the only hotel asking for email addresses, I’ve seen other folks comment about how they were required to provide an email address AND opt-in to receive email offers before they were allowed onto the hotel network. Mind you, they’re paying the outrageous fees for hotel internet and still being told they must provide an email address.
The addresses given by people who wouldn’t opt-in willingly aren’t going to be worth anything. These are not people who want your mail, they’re only giving you an address because they’re being forced to do so.
I know it is so tempting for marketers to use any methods to get an email address from customers. I recently was dealing with a very poorly delivering list that looked purchased. There were clear typos, invalid domains, non-existent domains, the whole nine yards. Over 20% of the mail was bouncing and what did get delivered wasn’t going to the inbox. I was working through the problem with the ESP before they went to talk to the customer. To my eye, the list looked purchased. Most times lists just don’t look that bad when they are actually opt-in lists. The ESP insisted that the addresses were being collected at their brick and mortar stores at point of sale. I asked if the company was incentivizing address collection, but the ESP didn’t know.
Eventually, we discovered that the retailer in question had set performance indicators such that associates were expected to collect email addresses from 90% of their customers. No wonder the lists looked purchased. I have no doubt that the pressure to give an email address caused some customers to just make up random addresses on the fly. I also wouldn’t be surprised if some associates, after failing to meet the 90% goal, would just enter random addresses in “on behalf of” the customer.
Email is a great way to stay in touch with customers. It is an extremely cost effective and profitable way to market. The caveat is that customers have to want that mail. Coercing a customer to give you an address doesn’t make your marketing better. It just makes your delivery harder. That lowers your overall revenue and decreases profits.
Quantity is not the be all and end all of marketing. This company? They have a great email marketing program, but their address collection is so bad hardly anyone gets to see the mail in the inbox, even the people who would be happy to receive the mail.
For email delivery quality trumps quantity every time.

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Where did you get my address?

Both Steve and I are trying to get answers from Amazon, Target and Epsilon about how Target acquired our Amazon specific email addresses. Target phone reps told us the mail we got was a phish, Epsilon is refusing to acknowledge Target is a customer and Amazon has promised us “they’re looking into it.”
Meanwhile, an address of mine was transferred from one customer of an ESP to another customer of the same ESP. At first I was told I must have signed up for the mail; as proof I was provided with the data I supposedly signed up. When I explained no that wasn’t true, the abuse desk told me they had discovered there was a mistake and that “These two clients use the same 3rd party ESP and they had mixed the files.” I’m not actually sure who “they” refers to, but as long as they’ve untangled the files I am not going to argue. The sad part is that it took an escalation to Return Path (the IP sending the mail is certified) to get anyone to actually respond to my report of an address given to Company A being mailed by Company B.
On the flip side, mail showed up today that actually had a link for “how was I added?”
Atari_Optout
When you click on the link it shows exactly where the address came from and when it was added to the list.
How_was_I_added_to_this_list_
It would be great if more companies provided this information to their recipients. I think it would probably decrease spam reports and make consumers feel more comfortable about how companies are collecting and using information.

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CASL and existing opt-in addresses

The Canadian Anti-Spam law takes effect this summer. EmailKarma has a guest post by Shaun Brown that talks about how to handle current opt-in subscribers under the law.

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Spamhaus answers marketer questions

A few months ago, Ken Magill asked marketers, including the folks at Only Influencers to provide him with questions to pass along to Spamhaus. Spamhaus answered the first set in March, but then were hit with the Stophaus attack and put answering further questions on hold. Last week, they provided a second set of answers and this week they provided a third.
Nothing in there is surprising, but it’s worth folks heading over and reading.
There are a couple useful things that I think are worth highlighting.
When discussing spamtraps and how Spamhaus handles the traps.

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Opting customers in to new programs

Recently, I started getting “1 sale a day!” emails from buy.com. I’ve made purchases from Buy in the past and generally have been content to get emails from them. They’re not always relevant, but hey, it’s relatively non-intrustive marketing.
When they started this new program, they just started mailing: no warning, no introduction, nothing. So I decided to opt out of this mail.
Buy.com has a preference center, and while I was there, I opted out of all email marketing. Why? Because a company that is going to randomly add me to new (daily!) marketing lists is a company I don’t trust any more.
A lot of folks have complained about Amazon doing the same thing. Amazon started a daily deals program and opted in a lot of people without warning, without introduction and without permission.
I get why companies do this. It’s a lot easier to ask for forgiveness than permission. It lets them sell things to people who might never opt-in to that program. And in many areas of direct marketing, consumers have no rights to make the marketing stop. They have no tools to make the marketing stop.
Email is different from many direct marketing channels, though. Many consumers have the tools to make mail stop (filters, this is spam buttons, changing their email address completely) and they do take advantage of them.
Given a marketers job is to extract as much revenue from customers as possible, they can’t respect recipients. They have to treat them as money dispensing machines. But at least in email recipients have some ability to opt-out of the transactions.

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Increasing engagement for delivery?

I’ve talked a lot about engagement here over the years and how increasing engagement can increase inbox delivery.
But does driving engagement always improve delivery?

Take LinkedIn as an example. LinkedIn has started to pop-up a link when users log in. This popup suggests that the user endorse a connection for a particular skill. When the user clicks on the popup, an email is sent to the connection. The endorsement encourages the recipient to visit the LinkedIn website and review endorsements. Once the user is on the site, they receive a popup asking for endorsement of a connection. Drives engagement both on the website and with email. Win for everyone, right?
I get lots of these endorsements, but I’ve had a few that have made me wonder what’s really going on. Are these people really endorsing my skills? If they are then why am I getting endorsements from people I’ve not seen in 15 years and why are some of the endorsed skills things I can’t do?
This morning I asked one of my connections if he really did endorse me for my abilities in Cloud Computing. His response was enlightening.

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Equivocating about spamtraps

What is a spamtrap? According to a post I saw on Twitter:

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The perils of politics

I’ve talked a little bit about political and activist mail in the past. In general, I believe political mailers tend to be aggressive in their address collection techniques and sloppy in acquiring permission.
For the most part, politicians can get away with aggressive email marketing in a way that commercial emailers can’t always. The laws for commercial email don’t really apply to political emails. Politicians and activists don’t have to comply with CAN SPAM. They don’t even have to stop mailing if you opt-out. They don’t have to identify themselves the way commercial emailers do. They trade, sell, barter and borrow voter data, including email addresses.
This doesn’t mean the politicians don’t get blocked. They most certainly do suffer delivery consequences to their behaviour.
Well, today I saw another article talking about the pitfalls of political mailings. According to US News, a number of people who are unlikely to be Republican supporters were reporting that they were spammed by the Romney campaign.
The Romney campaign says it wasn’t them, and that they are only sending mail to people who signed up to receive it. This is possible, the article at US News says that the signups came from an IP address that is part of the Tor network. What is Tor? Tor is a way to hide your location on the internet. Ever watch a crime show and see the master geek track a bad guy all over the world by IP address? That’s basically what Tor does.
It’s very possible someone did find a list of email addresses of people guaranteed to be angry about getting mail from the Romney campaign. It’s very possible they used Tor nodes to submit those addresses the campaign lists. It’s been known to happen, and it’s not like this election is getting any less contentious as we get closer to November.
Forged subscriptions are a problem for every activist and political mailing list. But most of them don’t take any steps to protect themselves from maliciousness. Welcome emails, confirmation emails, audit trails, monitoring can help minimize the chance of subscribing a lot of people who don’t want that mail. Most political and activist groups won’t take that step, though. They’d rather increase lists by any means necessary without adding any controls on making sure those addresses are valid.
The irony is that the first thing activists blame when they do have email delivery problems is their political opponents forging addresses into their list. But they still push back against actually implementing controls and protections against the practice.
As with many things, politicians want to have their cake and eat it too. They want the extra volume that comes from indiscriminate signups, but don’t think that should cause them any problems. It doesn’t work that way in the real world, though.

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Training recipients

Want to see a WWF style smackdown? Put a marketer and a delivery expert in a room and ask them to discuss frequency and whether or not more mail is better.
The marketer will point to the bottom line and how much more money they make when they increase frequency. The delivery expert will point to inbox rates and user engagement and point out that too much mail drives users to ignore the mail.
This isn’t actually unique to marketing mail. Send a lot of mail that doesn’t engage recipients and recipients are trained that they don’t have to actually pay attention to the mail. Some of them hit delete. Some may even report the mail as spam.
According to Cloudmark, this is exactly what happened when LinkedIn informed users of the recent data breach. They estimate that up to 4% of users who received the fully DKIM authenticated mail about the data breach deleted it immediately without reading it. This is higher than notification emails from other social networks.

Cloudmark suggests that part of the problem is that LinkedIn has an unclear opt-in process. Instead of asking users for preferences, LinkedIn assumes that all users want all the mail LinkedIn cares to send them. Then LinkedIn makes it difficult to find the page to change mail settings. This means recipients are very trained to ignore mail from LinkedIn. I know I ignore most of it. Anything that’s not a “want to connect” gets filed in the “I’ll read it when I’m bored” mailbox. So far I’ve not been bored enough to read any of it.
But I’m not sure it’s just about too much email. LinkedIn is a company that is heavily forged in phishing mail. Since May 1, just one of my email addresses has received over 50 messages purporting to be from LinkedIn.

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Permission.

The discussion of “permission” and “opt-in” is one that keeps popping up again and again. I am working on posting some more thoughts about permission and consent. While I’m still thinking about what new I can say, here is a list of articles Word to the Wise I’ve posted in the past on permission:

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Everybody wins!

There was a recent question on a mailing list during a discussion of spam and delivery problems. A number of folks who work in delivery were discussing how a bad address got on a list. Someone who works on the spam blocking end of things asked why do you care how a bad address got onto a mailing list?
For recipients, they usually don’t care. They just want the unsolicited mail to stop. It’s a position I have no problem with; I want the unsolicited mail to stop, too. But understanding why a particular sender is sending mail to addresses that never asked for it can be an important step in making it stop. Not by the receivers and the spam filters, they’ll just block the bad sender and move on. Or if they’re an ISP or ESP they’ll just throw the sender off for AUP violations and let the sender be somebody else’s problem.
In the broader context, though, this only changes the source of the spam. It doesn’t help the victim; the bad sender can always find another host and they will continue to mail people who never asked for that mail. And, in fairness to these senders, often they are mailing lists of mixed sources. Some of the addresses didn’t opt-in, and don’t want the mail, but a lot of addresses on their list did opt-in and do want their mail. Fixing their problem means they can mail people who want their mail. The sender is happy, the recipients are happy and the receivers are happy; everybody wins!
Everybody winning is something I can get fully behind.

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Rancid Slime and Email Marketing

Despite what some email marketers may tell you there are times when it’s really not appropriate to try and add someones email address to your list.
I just opened a pot of yogurt and instead of a smooth, creamy dessert there was a sticky brown slurry dotted with firm white chunks – looking like hot-and-sour soup, and not in a good way. No, this isn’t an email marketing metaphor, it’s just background to the story.
Food is a fairly delicate product, and supply-chain problems happen – it doesn’t take leaving yogurt out in the sun all day to turn it into something unpleasant. I’m not too concerned, but I thought I’d drop them a line and tell them that they had a problem (not because I want the traditional coupon for a free yogurt but because I want them to fix their problem and reduce the odds of the yogurt I buy next month trying to kill me).
They have a web site. I dodge past the full-screen pop-up “subscribe to our newsletter!” and go to their contact us link. Comment, complaint or question? Complaint, I guess.
They ask for a lot of information, almost all of it “required”. UPC Code, Plant Number, Production Line, Use By Date, Time Stamp, Store where it was purchased, city, state, comments. And my title, first name, last name, email address. And my email address again (no, people, that is *not* what double opt-in means). Phonenumber, Street Address, Building/Suite/Unit, City/Town, State, Zip Code, Country.
And whether I “Would you like to receive news, information and other offers from Brennan’s” – with the tempting options of “Accept” or “Not Accept”.
Skipping over the question of whether 23 fields ever makes sense for a subscription capture form, someone who’s contacting you to complain that your product looks like last months chinese take-out isn’t someone you have a close relationship with, someone who wants to receive your email. Odds are pretty good that they’re either going to decline your tempting offers and be slightly annoyed, or (accidentally?) sign up for them and hit the this-is-spam button when you mail them.
Neither is a good result, for you or them. Maybe you should wait to offer the opportunity to sign up for your yogurt mailing list until after you’ve resolved the complaint to their satisfaction, rather than when they’re making the complaint?

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Opt-in vs. opt-out

Jeanne has a great post up at ClickZ comparing the performance of mail to an opt-in list to performance of mail to an opt-out list.
The article looks at opens, clicks and click through rates over 7 quarters (Q1 – Q4 2010; Q1 – Q3 2011) covering 330 million emails. I strongly suggest anyone interested go read the whole article.
The short version, though, is that the opt-in lists had more opens and more clicks than the opt-out lists. In some quarters it was double the number of opens and clicks.
This data is a strong indication that opt-in lists perform much better than even the best opt-out lists.

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Where do subscribers come from?

Do you know all the ways subscribers can get on your lists?
Are you sure?
I recently used the contact form belonging to a marketing company to inform them that someone had stolen my email address from their database and I was receiving spam to the address only they had.
They had an opt-out link on the form, allowing me to opt-out of personal contact and a demo of their product. But that opt-out didn’t translate to not adding me to their marketing list.
When I contacted the person who was talking with me about the address leak, he told me it was the contact form that led to my address ending up on their marketing list. I asked, just to make sure, if I did remember to check the opt-out link. He confirmed I had, but there was an oversight when they updated their contact page and there was no opt-out for marketing mail.
I believe that the majority of delivery problems for real companies that “only send mail with permission” come from these types of oversights. The biggest problem with these oversights is how long they can go on until companies notice the effect. With the overall  focus on aggregate delivery statistics (complaint rates, bounces, etc) oversights like this aren’t noticed until they cause some massive problem, like a SBL listing or a block at a major ISP.
The company involved in this most recent incident was very responsive to my contact and immediately corrected the oversight. But there are other companies that don’t notice or respond to the notifications individuals send. This leads to resentment and frustration on the part of the recipient.
Every company should have at least one person who can account for every address on their marketing list. Who is that person at your company?
 

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New EU directives

The EU has published consumer protection directives. Members states have 2 years to implement and enforce these directives.
The interesting bit is this:

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Censorship, email and politics

Spamfiltering blocks email. This is something we all know and understand. For most people, that is everyone who doesn’t manage an email server or work in the delivery field or create spamfilters, filtering is a totally unseen process. The only time the average person notices filters is when they break. The breakage could be blocking mail they shouldn’t, or not blocking mail they should.
Yesterday, a bunch of people noticed that Yahoo was blocking mail containing references to a protest against Wall Street. This understandably upset people who were trying to use email as a communication medium. Many people decided it was Yahoo (a tool of the elites!) attempting to censor their speech and stop them from organizing a protest.
Yeah. Not so much.
Yahoo looked into it and reported that the mail had gotten caught in their spam filters. Yahoo adjusted their filters to let the mail through and all was (mostly) good.
I don’t think this is actually a sign of filters being broken. The blocked mail all contained a URL pointing to a occupywallst.com. I know there was a lot of speculation about what was being blocked, but sources tell me it was the actual domain. Not the phrase, not the text, the domain.
The domain was in a lot of mostly identical mail coming out of individual email accounts. This is a current hallmark of hijacked accounts. Spammers compromise thousands of email accounts, and send a few emails out of each of them. Each email is mostly identical and points to the same URL. Just like the protest mail.
There was also a lot of bulk mail being sent with that URL in it. I’ve been talking to friends who have access to traps, and they were seeing a lot of mail mentioning occupywallst.com in their traps. This isn’t surprising, political groups have some horrible hygiene. They are sloppy with acquisition, they trade names and addresses like kids trade cold germs, they never expire anything out. It’s just not how politics is played. And it’s not one party or another, it’s all of them. I’ve consulted with major names across the political spectrum, and none actually implement best practices.
As I have often said the secret to delivery is to not have your mail look like spam. In this case, the mail looked like spam. In fact, it looked like spam that was coming from hijacked accounts as well as spam sent by large bulk mailers. I suspect there was also a high complaint rate as people sent it to friends and family who really didn’t want to hear about the protests.
To Yahoo!’s credit, though, someone on staff was on top of things. They looked into the issue and the filter was lifted within a couple hours of the first blog post. A human intervened, overruled the algorithm and let the mail out.
I bet this is one of the few times anyone has seen that Yahoo does outbound filtering. Given it’s a politically charged situation, I can see why they assume that Yahoo is filtering because of politics and censorship. They weren’t though.
More on politics, filtering and censorship.

They’re not blocking you because they hate you
It really can be your email
More on Truthout
Another perspective on the politico article

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Email Change of Address

How many readers have ever submitted an email change of address form? How many readers even know where to go to submit an email change of address form?
And I’m not talking about going to a particular retailer and saying “change my email address” I’m talking about using one of the companies that offer email change of address as a service. Where do they get their names and email addresses? I sure don’t know.
How many readers have actually purchased an email change of address service for one of your mailing lists? Do you know where the addresses came from?
I’m wondering how many people buy email change of address services, but have zero clue how to sign up for them. I mean, I know, you can go to FreshAddress or Experian and get ECOA services. But I don’t know how to tell either of them that I want to be included in their ECOA services.
So how do consumers get to be on a change of address list? And how opt-in is their participation?
One reason I ask is that a number of my clients have stumbled into serious delivery problems recently. Investigation generally points back to the ECOA service they used. So I’m wondering how actively and knowingly consumers are using ECOA services.
 

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Are you sure? Part 2

There was a bit of discussion about yesterday’s blog post over on my G+ circles. One person was telling me that “did you forget you opted-in?” was a perfectly valid question. He also commented he’s had the same address for 20 years and that he does, sometimes forget he opted in to mail years ago.
As an anti-spammer with the idea that it’s all about consent, I can see his point. Anti-spammers, for years, have chanted the mantra: “it’s about consent, not content.” Which is a short, pithy way to say they don’t care what you send people, as long as the recipients themselves have asked for it.
This is the perfect bumper sticker policy. As with most bumper sticker policies, though, it’s too short to deal with the messy realities.
I’m not knocking consent. Consent is great. Every bulk mailer should only be sending mail to people who have asked or agreed to receive that mail.
But if your focus is on delivery and getting mail to the recipient’s inbox and getting the recipient to react to that mail then you can’t just fall back on consent. You have to send them mail that they expect. You have to send them mail that they like. You have to send them mail they will open, read and interact with.
If your permission based recipients are saying they forgot that they signed up for mail, that is a sign that the sender’s program is futile. These are people who, at one point or another, actually asked to receive mail from a sender, and then the mail they receive is so unremarkable that they totally forget about the sender.
Maybe that’s another reason the question “are you sure you didn’t forget you opted in” from clients bothers me so much. If I signed up and forgot that points to problems in your program, mostly that it’s totally unremarkable and your subscribers can forget.

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Are you sure you didn't opt in?

Yes, really. I’m sure I didn’t opt-in.
I get a lot of spam. I get a lot of spam to addresses that aren’t used to sign up for mail. But it seems inevitable that when I bring up examples of receiving spam I inevitably get asked, “Are you sure you didn’t opt-in?”
On one level I can understand the question when I send in a complaint to an abuse desk and they’re dealing with a customer who swears all their mail is opt-in. It makes sense when an ESP is working to identify what may have happened so they can correct their customers’ behaviour.
But when it’s a client who has hired me to investigate their email delivery problems and I provide examples of spam sent to me? Why, WHY would I lie to you? Why would I claim I’m getting spam if I wasn’t? What use is that? How does me forgetting I subscribed actually help fix your delivery?
And even if I did forget, shouldn’t that be a sign that maybe there is some issue with your mail program that people sign up and forget?
I am not sure what causes clients to think I would tell them they’re spamming me when they’re really not. I certainly do tell clients when I opt-in and enjoy their mail while offering advice on how to improve their marketing program. I’m not sure what’s going through their heads when I say, “Oh, you (or your affiliate) is sending me a lot of spam,” that prompts them to ask, “Are you sure you didn’t opt-in?”

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Evangelizing Permission

Last week the Only Influencers email discussion group tackled this question posed by Ken Magill.

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Change is required

I get a lot of calls from senders who tell me that they have not changed what they were doing, but all of a sudden their mail isn’t performing the way it used to. Sometimes it’s simply less effective marketing, but more often than not the issue is mail being blocked or filtered to the bulk folder.
What worked today won’t work tomorrow. Spammers are forever evolving new techniques to get past spam filters. ISPs are forever evolving new techniques to stop them.
One of the current driving forces for spam filter development is focused on the individual recipients. Recipient wants and needs are king in the world of ISP mail filtering. Much of that is driven by the underlying business models of the free ISPs. They are selling eyeballs to their advertisers and that relies on keeping as many eyeballs around for as long as possible.
An early version of the recipient driven filtering was “add to your address book” where individual users could over ride ISP delivery decisions by actively adding a From: address to their address book. The ISPs have been refining this over time. For instance, if you reply to an email in some clients, you are prompted to add that address to your address books. If you take an email out of your bulk folder and move it to your inbox then that address is automatically added to your address book.
But the refinements haven’t stopped there. ISPs are now making smart decisions about what emails a particular recipient will want to receive. This raises a number of challenges to senders. How do you send email to ten thousand or a hundred thousand or a million people and make it relevant to all of them?
Smart senders will take the individual delivery challenge in stride. They will change along with the ISPs, to send mail that their recipients want to receive. Change is inevitable and required.

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Customers want to get mail from us!

Many online retailers assume that anyone making a purchase from them is a prime target for email marketing. THEY ARE OUR CUSTOMERS! Of course they want to get mail from us!
Well. Maybe. But not always. Think about the person who shops online during the holidays. I visit a lot of places looking for gifts for other people. These aren’t places I’d normally shop for myself, and are not places that have things I’m interested in. This means I don’t really have, or want, an ongoing relationship with them.
So for those of you that think they’ve found a new customer because I made a purchase this Christmas, I’d just like to say: Not so much. I mean, yeah, you have the perfect gift for my mother this year. Or that appropriately tacky bit of Vette swag for my dad. But, really, I just want to buy the gift and have it shipped. I don’t want an ongoing customer relationship with you. In fact, I really never want to hear from you again.
Some online retailers are polite and treat purchasers with respect. They allow guest checkouts and don’t require tons of personal information and account creation for a purchase. They even let you opt-out of being added to their mailing list at the time of purchase. Other retailers require the full registration process (you need to know my marital status? so I can buy a gift for my dad? what?) and don’t offer an opt-out during the checkout process. Instead, you infer I want your mail and make me opt-out after the fact.
Making a purchase doesn’t constitute permission. Sometimes retailers can get away with it because when I’m making a purchase for me I might be interested in more mail from you. When I’m making a purchase for someone else, though, there is no long term relationship to be developed.
Sure, with the right campaign you may be able to convert one of those purchasers into a returning purchaser. But without a carefully planned and executed conversion campaign you may lose more future customers than you convert.

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Nothing is forever, even email

Yesterday I talked about how important it was to send welcome messages when you discover old email addresses. Today on the Return Path Blog, Tami Monahan Foreman shares an example email that does just that, but not as well as one might hope.

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Some thoughts on permission

A lot of email marketing best practices center around getting permission to send email to recipients. A lot of anti-spammers argue that the issue is consent not content. Both groups seem to agree that permission is important, but more often than not they disagree about what constitutes permission.
For some the only acceptable permission is round trip confirmation, also known as confirmed opt-in or double opt-in.
For others making a purchase constitutes permission to send mail.
For still others checking or unchecking a box on a signup page is sufficient permission.
I don’t think there is a global, over arching, single form of permission. I think context and agreement matters. I think permission is really about both sides of the transaction knowing what the transaction is. Double opt-in, single opt-in, check the box to opt-out area all valid ways to collect permission. Dishonest marketers can, and do, use all of these ways to collect email addresses.
But while dishonest marketers may adhere to all of the letters of the best practice recommendations, they purposely make the wording and explanation of check boxes and what happens when confusing. I do believe some people make the choices deliberately confusing to increase the number of addresses that have opted in. Does everyone? Of course not. But there are certainly marketers who deliberately set out to make their opt-ins as confusing as possible.
This is why I think permission is meaningless without the context of the transaction. What did the address collector tell the recipient would happen with their email address? What did the address giver understand would happen with their email address? Do these two things match? If the two perceptions agree then I am satisfied there is permission. If the expectations don’t match, then I’m not sure there is permission involved.
What are your thoughts on permission?

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Broken signup processes

DJ Waldow wrote a post on explicit permission over on Mediapost. I think he hit on some interesting bits and wanted to comment on them. In order to comment on a Mediapost blog, you have to register.
I’ve thought about it before, but every time I start the process I get to the page asking for detailed demographic information and decide no. This time, I was inspired enough by DJ to get to the second page of the signup process. This requires me to identify what type of marketing I’m interested in and won’t let me past the page until I click something. I’m not interested in anything, so I close the webpage. I can always write my own blog post responding to DJ.
I return to my inbox to discover a welcome message from Mediapost. It seems I am now a member and will be receiving email and specials and all the stuff I didn’t want from them.
This isn’t unusual. There are tons of websites on the net that don’t require you to complete a signup process in order to be added to their database. One of the worst I experienced was 1-800-Pet-Meds. They added me to their database when I abandoned a cart (what I wanted required a prescription from them, whereas I could just go into my vet’s and pick it up, so I’ll just pay the vet’s prices). They added me to their mailing list and couldn’t unsubscribe me because I was not in their customer database. Everything was done with the magic order number, which I didn’t have because I never ordered with them. That was fun to sort out.
It’s a bad idea to add people who don’t complete the signup or purchase process to your mailing lists. If you’re worried about losing a potential customer, then you can send mail reminding them to complete the process (or purchase). If you’re very into customer service, you can ask them if they are interested in future specials from you: would you like to opt-in to our mailing list anyway? Or you can give them the opportunity to remove their information from your database.

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Emailpocalypse

Apparently emailpocalypse is coming on Monday. That’s when Facebook is going to release their email platform (the one no one knows anything about) and it’s going to DESTROY EMAIL MARKETING AS WE KNOW IT.
Are you ready?
I think my favorite doom and gloom scenario is: Facebook will throw out the book on email deliverability because it will likely be the first mass-user email platform that is whitelist-based. In other words, you will NOT be able to send to a user unless they have given you explicit permission to do so.
THE HORRORS! Marketers are going to have to get PERMISSION TO SEND EMAIL. OH NOES! The SKY! It is falling! Recipients are going to have to actually invite marketers in! They can’t just take permission, they have to be granted it.
Oddly enough, a lot of the folks who are having conniptions are also people who have been preaching permission for years. Really, if they’re already getting explicit permission, then this is no different. It’s just an email platform.
And even if Titan is somehow a total game changer and is going to require explicit permission, it’s not going to destroy email marketing. Everyone who has a facebook account already has another email account. Marketers who can’t get explicit permission to mail to the facebook account can certainly keep sending “permission” email to their other email accounts.

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Spam is not a marketing strategy

Unfortunately, this fact doesn’t stop anyone from spamming as part of their marketing outreach. And it’s not just email spam. I get quite a bit of blog spam, most of which is caught by Akismet. Occasionally, though, there’s spam which isn’t caught by the filter and ends up coming to me for approval.
Many of these are explanations of why email marketing is so awesome. Some of them are out and out laugh inducing. One of my favorites, and the inspiration for this post.

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More on opt-out for B2B marketing

There is still a bit of discussion going on around the HBR article on how B2B mail should be opt-out not opt in on various delivery blogs. Over on the Blue Sky Factory blog new daddy (congratulations!) DJ writes a post about why he thinks opt-out in any context is a poor marketing decision.
One of his commenters follows up with a long comment about how recipients shouldn’t get angry when they get unsolicited email from a company they have interacted with.

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We only mail people who sign up!

I get a lot of calls from clients who can’t understand why they have spamtraps on their lists. Most of them tell me that they never purchase or rent lists, and they only mail to people who sign up on their website. I believe them, but not all of the data that people input into webforms is correct.
While I don’t have any actual numbers for how many people lie in forms, there was a slashdot poll today that asked readers “How truthful are you when creating web accounts?”. The answer seems to be “not very” at least for the self-selected respondents.

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Signing up for lists

How many email marketers hand over email addresses whenever asked? Are those of us in the email field more or less likely than the average consumer to sign up for something?
I sign up for a lot of mail, but there are different categories of that mail.
Mail I actually want from a company. Usually these are local companies where I visit their brick and mortar or an online only company that I actively buy from. I read the emails for the content and because I’m interested in the company and their products. I occasionally will actually analyze their headers and think about their sending practices. Usually I’m just interested in the sale they’re offering or the information they’re sharing. These companies get a tagged email address that goes into my main mailbox.
Mail where I’m interested in how the company is using email. Generally these are big, national brands. Sometimes they’ll ask me for an address during an offline transaction, other times I’ll make a purchase from. I’m not really interested in what they’re offering, but it’s good to keep an eye on how email is being used by large companies with expensive ad agencies and marketing departments. I do look at the headers of the mail, check their authentication and look at the format of the emails. These companies also get tagged address that goes right to my main mailbox.
One thing I don’t do is automatically provide email addresses to companies. This annoys some to no end. “We don’t have an email address on file for you. Do you have an email address?” They never ask if I want to give them the address, they just ask if I have one. I expect a lot of people just say, “Yes, it’s laura@example.com” and don’t think for a second this means they are opting in to mail from that company. I also think that some companies train their phone and sales reps to ask this way in order to get email addresses from people without informed consent.
I also do a lot of signups to client lists. This is mail I want as without copies of the email I can’t do the audits they’ve contracted me to do. I have a set of addresses that go to a special account and are automatically tagged with client and signup information so I can sort and filter by client and website and all sorts of fancy things. I spend a lot of time looking at the structure of the email. I look at headers for compliance with standards and to confirm any authentication is set up correctly. I look at the body for similar reasons.
I also sign up for some mail that I don’t really want to receive. For these classes of mail I have disposable addresses. This can be investigating affiliates (or potential affiliates) for clients. This can be for an ESP client who wants one of their customers investigated. Sometimes I can’t believe a website is for real so I sign up just to see what their hook is.
Using different addresses and different filtering schemes helps me keep all these email uses separate and clear. I can tell what category a mail is in just by the address that it was sent to. I can also filter on “To” addresses, meaning that mail I’ve signed up for doesn’t get caught in my spam filters. Complex? Yes. But it keeps me up to date not only on offers from companies I purchase from, but also on what others are doing in the email marketing world.

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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:

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Taking permission

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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Watch those role accounts

Ben at Mailchimp has a post up explaining what role accounts are and why mailing to them can be a problem.

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20M leads a month

Some back of the envelope calculations.

20M “opt-in” leads a month is roughly 650,000 leads a day.

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Click-wrap licenses again

Earlier this week ARS Technica reported on a ruling from the Missouri Court of Appeals stating that terms and conditions are enforceable even if the users are not forced to visit the T&C pages. Judge Rahmeyer, one of the panel members, did point out that the term in question, under what state laws the agreement would be enforced, was not an unreasonable request. She “do[es] not want [their] opinion to indicate that consumers assent to any buried term that a website may provide simply by using the website or clicking ‘I agree.'”
What does this have to do with email? Well, it means that reasonable terms in the agreements may still be binding even if the user does not read the full terms of the opt in before submitting an email address. In practical terms, though, there’s very little that has changed. Hiding grants of permission deep in a terms document has long been a sneaky trick practiced by spammers and list sellers. Legitimate companies already make terms clear so that users know what type of and how much mail to expect by signing up to a list. They also know that the legal technicalities of permission are not as important as meeting the recipients expectations.

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Is it really permission?

There’s a great post over on the AOL Postmaster blog talking about sending wanted mail versus sending mail to people who have <a href=”https://web.archive.org/web/20100210070640/http://postmaster-blog.aol.com:80/2009/12/03/p/>grudgingly given permission to receive it.

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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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Permission: it may not be what you think it is

I’ve talked frequently about permission on this blog, and mentioned over and over again that senders should correctly set expectations at the time they collect permission. Permission isn’t permission if the recipient doesn’t know what they’re agreeing to receive.

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Permission Based Emails? Are you sure?

Yesterday I wrote about the ReturnPath study showing 21% of permission based email does not make it to the inbox. There are a number of reasons I can think of for this result, but I think one of the major ones is that not all the mail they are monitoring is permission based. I have no doubt that all of the RP customers say that the mail they’re sending is permission based, I also have no doubt that not all of the mail is.
Everyone who sends mail sends permission based email. Really! Just ask them!
In 10 years of professionally working with senders I have yet to find a marketer that says anything other than all their email is permission based. Every email marketer, from those who buy email addresses to those who do fully confirmed verified opt-in with a cherry on top will claim all their email is permission based. And some of the mailers I’ve worked with in the past have been listed on ROKSO. None of these mailers will ever admit that they are not sending permission based email.
Going back to ReturnPath’s data we don’t really know what permission based email means in this context and so we don’t know if the mail is legitimately or illegitimately blocked. My guess is that some significant percentage of the 20% of email to the probe accounts that doesn’t make it to the inbox is missing because the sender does not have clear recipient permission.
When even spammers describe their email as permission based email marketing, what value does the term have?

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What Mark Said

Mark Brownlow skewers the arguments from opt-out proponents. A definite must read.

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The great debate

While surfing around last night, I discovered that the email experience council is running a poll. “The Great Email Debate Topic #2 – Single Opt-In or Double Opt-In?”
The email blogs have been discussing the question for a few weeks now, since one ClickZ columnist decided to stir controversy by claiming that “it is impossible to grow a list using double opt-in.” The original column inspired many other people to comment on the issue.
This is really a tempest in a teapot. There are situations where no address should be added to a mailing list without some sort of confirmation or verification step. Senders must protect themselves from bad subscription requests and double opt-in is one way to do this. Likewise, there are situations where a single opt-in with good list management will create a very clean list. Double opt-in isn’t necessary to stop spam.
Senders who think that they can’t grow their list with double opt-in are already behind the 8-ball in terms of list management. Yes, lists will grow slower. In the present environment, many users are very used to submitting a registration to a web page and then looking in their mailbox for an email to complete the process. No longer is “double opt-in” a foreign concept. Social networking sites, web forums and mailing lists commonly use double opt-in.
The challenge is for marketers to construct a signup process that is engaging enough to convince users to check their mailbox and click on the link. Senders with good marketing strategy will be able to do this, when it’s necessary.
Not every mailing list has to be double opt-in, but every engaging list could be without decreasing the number of subscribers.

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Negative brand building with email

Seth Godin compares and contrasts two different email campaigns he’s received. One is a opt-in campaign that is highly relevant to him. The other is spam, sent to two “discovered” email addresses. The whole post is very good, but there are a couple things he said that bear repeating.

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