COI

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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Mailchimp changes signup process

As of October 31, 2017 signup forms and popup boxes provided by Mailchimp will no longer default to a double / confirmed opt-in process.

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Active buttons in the subject line

This morning I waded into a twitter discussion with a bunch of folks about some issues they were having with delivery to gmail. The discussion started with a blog post at detailed.com describing how some senders are seeing significant drops in open rates. I thought I’d take a look and see if I can help, because, hey, this is an interesting problem.
I signed up for a bunch of the mail that was seeing gmail problems and discovered that one of them had the confirmation link in the subject line. How cool is that?

I’ve known about the Gmail subscription line functionality for a while, but this is the first time I’ve seen it in the wild.
The action is in a <div> tag at the bottom of the email. Gmail has been allowing actions in subject lines for a while, this is just the first time I’ve seen it used for subscriptions. It’s so cool.
Want to add one to your post? Instructions are available from Google on their Email Markup pages.

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Every Download a Confirmation

We often talk about confirmed opt-in (aka “closed-loop opt-in” or “double opt-in”) as the gold standard for address acquisition for permission-based mail.
It’s not the only way to gather permission, and in some ways it’s a rather blunt tool that can discourage people from completing a sign-up process if it’s done badly – the confirmation email isn’t sent immediately, it goes to the recipients spam folder, they don’t have any reason to go and look for it, …
When it’s done well, though, it’s excellent.
Tor.com, the site for science-fiction and fantasy operated by publisher Macmillan, just did it very well with an ebook giveaway.
Last year they published Every Heart a Doorway, a novella that won several awards and caused quite a bit of buzz in the SFF community, partly because it’s very good and partly because it’s author, Seanan McGuire, has some serious social media chops. The sequel, Down among the Sticks and Bones, is being released in the next month or two.
Perfect timing for a time-limited giveaway of the first book, tied to signing up for their mailing list.

The signup form is on a page dedicated to the giveaway that talks about the book and sets some expectations about the mailing list. The form itself makes it very clear that you’ll need to enter a real email address to get the ebook download, so me@privacy.net is less likely to subscribe.
People aren’t required to sign up for the mailing lists to get the download. This isn’t a barter, a mailing list signup for a book, rather it’s putting the opportunity to sign up for the mailing lists in front of people who are self-selected to be interested in the content. That probably reduces the “how many people signed up” metric somewhat, but I bet the “how many new subscribers are still signed up in a month” numbers will look very healthy.
It provides some options. Do you want weekly content? Monthly? Both? You know that you’re not going to end up on a thrice-daily list from Macmillan and all their affiliates.
The confirmation email landed in my inbox within a few seconds after I clicked the “Sign Me Up” button. That’s important. If it takes even a few minutes I might have moved on, and wouldn’t be looking for the confirmation mail if it had ended up in my bulk folder.

And the confirmation mail isn’t a “click here to confirm your subscription” yawnfest. The subject line is “Download EVERY HEART A DOORWAY by Seanan McGuire Now” and the body content is on-brand and includes the front cover of the book.
Way more compelling.
It’s still solid informed consent from me, and confirmation that I, the owner of the email address, want on the list. (And, yes, the download link has 56 bytes of opaque hex-encoded data in it, so I know they’re tracking that.)
This is how it should be done.
(And, if you like fantasy you should head over to Tor and sign up for their promo. Seanan writes some amazing things, and I’m not just saying that because she’s a friend.)

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March 2017: The Month in Email

It’s that time again… here’s a look at our last month of blog posts. We find it useful to recap each month, both to track trends and issues in email delivery and to provide a handy summary for those who aren’t following along breathlessly every single day. Let us know if you find it useful too!

As always, I wrote about email filters. It’s so important to recognize that filters aren’t arbitrary — they’re detailed instructions that help meet specific user needs, and the more you are cognizant of that, the better you’ll be able to work with them. Additionally, filters aren’t perfect and likely never will be. False positives and false negatives are frustrating, but as long as spam is still a viable business for spammers, they’ll continue to figure out how to work around filters. As such, we can’t expect filters to be 100% accurate in determining what constitutes wanted and unwanted mail.
Part of this, of course, is due to the problem of fraudulent signups. Companies aren’t particularly vigilant about address acquisition and hygiene, and as a result, they’ll claim you “signed up” for their email when you did not. Some people believe that a confirmed opt-in (COI) will solve this problem, but our experience is companies are reluctant to leave revenue on the table, and that they will continue to mail to addresses that have not confirmed.
Address sharing and co-reg is also part of the problem. As we saw in the extensive RCM data breach, many major brands continue to work with third-party senders to send mail in ways that are quite clearly spam. And in more criminal activity, I looked at the rise of botnets and how some of those criminals were brought to justice. In other justice news, there’s been an indictment in the Yahoo breach and another CASL enforcement action.
I wrote a post about bounce handling and “relaying denied” error messages, which are quite rare. It’s useful to have an understanding of these and other error messages, since bounces are sometimes indicative of a larger technical issue, such as when AOL accidentally bounced all messages for a short period last week. Speaking of AOL, we noted that there’s no official timeline for the move from Verizon addresses to AOL addresses following the 2015 acquisition, but it may be worth considering asking your customers to update their addresses.
Spam and filters aren’t the only factors of course. It can be challenging to figure out the multiple factors that make up the black box of delivery. And of course, the most important part of delivery continues to be engagement, engagement, engagement.
I wrote a few posts this month on why I do what I do, and why it’s so important to me. First, I wrote about A Day Without A Woman, and my choice not to participate in offering advice and guidance for that day. The truth is that I enjoy sharing what I know and helping people solve problems. I was honored to be named one of 11 Innovators in Email, and I know that my volunteer work in the industry and my unpaid blogging work is a big part of that. It may sound corny, but I really do believe we are on the front lines of the fight of good vs. evil online, and despite the distractions of politics and world events, we must all continue to do our part.

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Truth of Consequences

“If you want to use another means that violates the law, and every common definition of “spam”, then by all means, go ahead. You can enjoy fines and being added to the ROKSO database,” says a comment on my recent COI blog post. It’s both disconcerting and entirely predictable.

My post was a discussion of what to do with addresses that don’t confirm. Data tells us that there is some value in those addresses – that there are people who won’t confirm for some reason but will end up purchasing from an email. Using COI leaves some fraction of revenue on the table as it were. My post was a short risk analysis of things to think about when making decisions about continuing to mail to people who don’t confirm.
Mentioning COI often brings the only-COI-mail-is-not-spam zealots out of the woodwork, as it did in this case. In this case, we have the commenter first asserting that failure to do COI is a violation of CAN SPAM (it’s not). When this was pointed out, he started arguing with two people who have been actively fighting spam for 20 years (including running a widely used blocklist). Finally, he ends up with the comment asserting that anyone not using COI will end up on ROKSO. It’s as if he thinks that statement will fear other commenters into not having opinions. It can’t because everyone in the discussion, except possibly him, knows that it’s not true.
The worst problem with folks like the commenter is that they think asserting horrible consequences will make people cower. First off, people don’t react well to threats. Secondly, this is a hollow threat and most people reading this blog know it.
There are millions of mailing lists not using COI and have zero risk of ever getting on ROKSO. The only thing hollow threats do is make people not pay attention to what you have to say. Well, OK, and have me write a blog post about how those threats are bad because they’re completely removed from reality.
Exaggerating or lying about consequences is not just wrong, it’s stupid. “Do this or else BAD THING,” is awesome, up until someone decides they’re not going to do this and the bad thing never happens. It makes people less likely or pay any attention to you in the future. It certainly means your opinions and recommendations are not going to be listened to in the future.
I probably go too far the other direction. I can spend too much time contextualizing a recommendation. It’s one of the things I’m trying to get better about. No, client doesn’t need a 4 page discussion of the history of whatever, they just need 2 lines of what they should do. If they need the context, I can provide it later.
In order to effectively modify behavior consequences have to be real. Threats of consequences are meaningless. Any toddler knows this, and can quite accurately model when mom means it and when she’s just threatening.
Risk analysis is not about modifying behavior. It’s about analyzing a particular issue and providing necessary information so the company action understands potential consequences and the chance those risks will happen. The blog post about COI was not intended to modify anyone’s behavior. I know there are companies out there successfully maintaining two mail streams: one COI and one not. I know there are other companies out there successfully mailing only single opt-in mail. I know there are companies with complex strategies to verify identity and address ownership. And I smile every time I walk into a retail store and they ask me if my email address is still X and if I want to make any changes to it.
Lying about consequences does nothing to modify behavior. All it does is diminish the standing and audience of the liar. Be truthful about the consequences of an action or lack of action. Don’t make up threats in order to bully people into doing what you think is right. Sooner or later they’re going to realize that you don’t know what you’re talking about and start to ignore you.

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Confirmed Opt-In: An Old Topic Resurrected

Looking back through my archives it’s been about 4 years or so since I wrote about confirmed opt in. The last post was how COI wasn’t important, but making sure you were reaching the right person was important. Of course, I’ve also written about confirmed opt-in in general and how it was a tool somewhat akin to a sledgehammer. I’m inspired to write about it today because it’s been a topic of discussion on multiple mailing lists today and I’ve already written a bunch about it (cut-n-paste-n-edit blog post! win!).
Confirmed opt-in is the process where you send an email to a recipient and ask them to click on a link to confirm they want the mail. It’s also called double opt-in, although there are some folks who think that’s “spammer” terminology. It’s not, but that’s a story for another day. The question we were discussing was what to do with the addresses that don’t click. Can you email them? Should you email them? Is there still value in them?

We have to treat the addresses as a non-homogenous pool. There are a lot of reasons confirmation links don’t get clicked.

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Using confirmation to get good email addresses

For 25 hours the group De La Soul is releasing their entire catalog for free online. What none of the articles are mentioning is that they’re using this to build their database of email addresses in a way that’s going to result in a clean database of high value email addresses.
How are they doing that? By making sure the addresses belong to their fans before they actually give fans access to the catalog. Yes, they are using confirmation as part of their signup process.
If you go to their website: wearedelasoul.com you’re asked for an email address so they can send the downloads to you.
dls_website
The fine print is the interesting bit:

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A new twist on confirmation

I got multiple copies of a request to “confirm my email address” recently. What’s interesting is the text surrounding the confirmation request.

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Confirmation is too hard…

One of the biggest arguments against confirmation is that it’s too hard and that there is too much drop off from subscribers. In other words, recipients don’t want to confirm because it’s too much work on their part.
I don’t actually think it’s too much work for recipients. In fact, when a sender has something the recipient wants then they will confirm.
A couple years ago I was troubleshooting a problem. One of my client’s customer was seeing a huge percentage of 550 errors and I was tasked with finding out what they were doing. The first step was identifying the source of the email addresses. Turns out the customer was a Facebook app developer and all the addresses (so he told me) were from users who had installed his apps on Facebook. I did my own tests and couldn’t install any applications without confirming my email address.
Every Facebook user that has installed an application has clicked on an email to confirm they can receive email at the address they supplied Facebook. There are over 1 billion users on Facebook.
Clicking a link isn’t too hard for people who want your content. I hear naysayers who talk about “too hard” and “too much drop off” but what they’re really saying is “what I’m doing isn’t compelling enough for users to go find the confirmation email.”
This isn’t to say everyone who has a high drop off of confirmations is sending poor content. There are some senders that have a lot of fake, poor or otherwise fraudulent addresses entered into their forms. In many cases this is the driving factor for them using COI: to stop people from using their email to harass third parties. Using COI in these cases is a matter of self protection. If they didn’t use COI, they’d have a lot of complaints, traps and delivery problems.
The next time you hear confirmation is too hard, remember that over 1 billion people, including grandparents and the technologically challenged, managed to click that link to confirm their Facebook account. Sure, they wanted what Facebook was offering, but that just tells us that if they want it bad enough they’ll figure out how to confirm.
HT: Spamresource

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Don't leave that money sitting there

The idea of confirming permission to send mail to an email address gets a lot of bad press among many marketers. It seems that every few weeks some new person decides that they’re going to write an article or a whitepaper or a blog and destroy the idea behind confirming an email address. And, of course, that triggers a bunch of people to publish rebuttal articles and blog posts.
I’m probably the first to admit that confirmed opt-in isn’t the solution to all your delivery problems. There are situations where it’s a good idea, there are times when it’s not. There are situations where you absolutely need that extra step involved and there are times when that extra step is just superfluous.
But whether a sender uses confirmed opt in or not they must do something to confirm that the email address actually belongs to their customer. It’s so easy to have data errors in email addresses that there needs to be some sort of error correction process involved.
Senders that don’t do this are leaving money on the table. They’re not taking that extra step to make sure the data they were given is correct. They don’t make any effort to draw a direct line between the email address entered into their web form or given to them at the register or used for a receipt, and their actual customer.
It does happen, it happens enough to make the non-tech press. Consumerist has multiple articles a month on some email address holder that can’t get a giant company to stop mailing them information about someone else’s account.
Just this week, the New Yorker published an article about a long abandoned gmail address that received over 4000 “legitimate” commercial and transactional emails.

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Logging in to unsubscribe

I have been talking with a company about their unsubscribe process and their placement of all email preferences behind an account login. In the process, I found a number of extremely useful links about the requirements.
The short version is: under the 2008 FTC rulemaking senders cannot require any information other than an email address and an email preference to opt-out of mail. That means senders can’t charge a fee, they can’t ask for personal information and they can’t require a password or a login to unsubscribe.
I’ve talked about requiring a login to unsubscribe in the past here on the Word to the Wise blog.
Let them go
Questions about CAN SPAM
One click, two click, red click, blue click
How not to handle unsubscribes
I’m not the only person, though, that’s written about this.
The FTC has written about it in the FTC CAN SPAM Compliance Guide for business

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Irony

Saw this on twitter today:

Oh, the irony of an append vendor using COI for a whitepaper download.

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The sledgehammer of confirmed opt-in

We focused Monday on Trend/MAPS blocking fully confirmed opt-in (COI) mail, because that is the Gold Standard for opt-in. It is also Trend/MAPS stated policy that all mail should be COI. There are some problems with this approach. The biggest is that Trend/MAPS is confirming some of the email they receive and then listing COI senders.
The other problem is that typos happen by real people signing up for mail they want. Because MAPS is using typo domains to drive listings, they’re going to see a lot of mail from companies that are doing single opt-in. I realize that there are problems with single opt-in mail, but the problems depends on a lot of factors. Not all single opt-in lists are full of traps and spam and bad data.
In fact, one ESP has a customer with a list of more than 50 million single opt-in email addresses. This sender mails extremely heavily, and yet sees little to no blocking by public or private blocklists.
Trend/MAPS policy is singling out senders that are sending mail people signed up to receive. We know for sure that hard core spammers spend a lot of time and money to identify spamtraps. The typo traps that Trend/MAPS use are pretty easy to find and I have no doubt that the real, problematic spammers are pulling traps out of their lists. Legitimate senders, particularly the ESPs, aren’t going to do that. As one ESP rep commented on yesterday’s post:

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