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How should email sending IPs be handled during a data center switch disaster recovery test?

Summary

Handling email sending IPs during a data center switch for disaster recovery requires a multifaceted approach combining technical configuration, strategic warm-up, proactive monitoring, and clear communication. Prioritize critical email, gradually warm up DR IPs (treating them as new), and segment sending to engaged recipients. Proper DNS configuration and informing Microsoft/Yahoo postmasters are vital. Utilize services like AWS Route 53 or Azure Traffic Manager for DNS failover. Continuous monitoring of deliverability metrics, volume throttling, list cleaning, and email rendering tests are essential. Actively consider active-active setups or BGP rerouting for long-term resilience, but weigh the effort of IP warm-up against the feasibility of restoring the original data center.

Key findings

  • Prioritize & Warm-Up: Focus on critical emails first, then gradually warm up DR IPs as if they were brand new, prioritizing engaged subscribers.
  • Configuration & Communication: Ensure correct DNS records (SPF, DKIM, DMARC), and communicate proactively with ESPs and postmasters (Microsoft, Yahoo).
  • Monitoring is key: Continuously monitor deliverability metrics like bounce rates and spam complaints using tools like Google Postmaster Tools.
  • Proactive Long Term Solutions: Consider active-active configurations or BGP rerouting for sustained deliverability and reduced DR impact.
  • Reputation Independence: New IPs do not inherit reputation; a strong reputation for new DR IPs is essential before large sends.

Key considerations

  • Warm-up Time: IP warm-up is a time-consuming process (weeks/months). Assess the feasibility compared to restoring the original data center.
  • DNS Failover Complexity: Implementing DNS failover solutions (AWS Route 53, Azure Traffic Manager) requires technical expertise.
  • Mitigation Techniques: Throttle sending volume initially, and perform list cleaning to remove inactive addresses; implement staggered switchover.
  • Testing the new setup: Test email rendering across different email clients with DR IPs to ensure consistent display.
  • Proactive Implementation: Address DNS configuration, monitoring and notification of MS and Yahoo pro-actively rather than reactively.

What email marketers say

12 marketer opinions

When handling email sending IPs during a data center switch for disaster recovery, several strategies are recommended. Pre-warming new IPs with low volumes, sending to highly engaged users, and segmenting lists are crucial for building a positive reputation. Continuous monitoring of deliverability metrics like bounce rates and spam complaints is essential. Communication with ESPs and postmasters, ensuring correct DNS configurations, and throttling sending volume during the initial phase are also important. Consider active-active setups or BGP rerouting for seamless transitions and thoroughly test email rendering. List cleaning before the switch further enhances sender reputation. Overall, preparation, careful monitoring, and a gradual approach are key to maintaining email deliverability.

Key opinions

  • IP Warming: Gradually warm up new IPs with low sending volumes, focusing on engaged subscribers.
  • Segmentation: Segment email lists based on engagement and prioritize sending to active users during the switch.
  • Monitoring: Continuously monitor deliverability metrics (bounce rates, spam complaints) to identify and address issues promptly.
  • Active-Active/BGP: Consider active-active setups or BGP rerouting as long-term solutions to avoid IP warm-up challenges.
  • Communication: Inform ESPs and postmasters about the data center switch to facilitate smoother transitions.

Key considerations

  • DNS Configuration: Ensure DNS records (SPF, DKIM, DMARC) are correctly configured for the new IPs.
  • Volume Throttling: Throttle sending volume initially to prevent overwhelming receiving servers.
  • List Cleaning: Clean the email list to remove inactive/invalid addresses, reducing bounce rates.
  • Testing: Test email rendering across different clients and devices to ensure consistent display.
  • Pre-warming DR IPs: Send small amounts of internal or test emails before the DR test to help establish initial reputation.

Marketer view

Email marketer from Reddit explains pre-warming the DR IPs by sending small amounts of internal or test emails before the DR test. This can help establish some initial reputation.

21 Jun 2021 - Reddit

Marketer view

Email marketer from EmailToolTester advises throttling the sending volume during the initial phase of the DR test to avoid overwhelming receiving servers and damaging your IP reputation.

9 Sep 2024 - EmailToolTester

What the experts say

4 expert opinions

Experts emphasize the importance of a strategic approach to handling email sending IPs during a data center switch for disaster recovery. Prioritize crucial emails (password resets, transactional) and warm up new IPs gradually, sending initially to engaged recipients. Building a solid reputation for new IPs *before* bulk sending is vital, as existing IP reputation does not transfer. Weigh the effort of IP warm-up against the potential ease of restoring the original data center.

Key opinions

  • Prioritize Crucial Email: Focus on sending critical emails (password resets, transactional) first during disaster recovery.
  • IP Warm-Up is Essential: Treat disaster recovery IPs as new IPs and implement a gradual warm-up strategy.
  • Reputation Doesn't Transfer: New IP ranges do not inherit the reputation of existing ranges; build a new reputation beforehand.

Key considerations

  • Warm-up Time: IP warm-up is a lengthy process, potentially taking weeks or months.
  • Rebuilding vs. Warm-up: Consider if it's more efficient to restore the original data center than to warm up new IPs.
  • Recipient Engagement: Send initially to highly engaged recipients during IP warm-up to build a positive reputation quickly.

Expert view

Expert from Email Geeks explains that for disaster recovery, focus on the most crucial email first (password resets, transactional mail, etc). For anything that’s not critical, start warmup the same way you warmup any IP address - start slow (<10K per day per IP) and send to your most engaged recipients.

21 Dec 2021 - Email Geeks

Expert view

Expert from Word to the Wise shares that you need to treat DR IPs the same way you would treat new IPs in terms of warm-up. She explains to start sending to your most engaged users, then increase volume slowly.

21 Aug 2023 - Word to the Wise

What the documentation says

5 technical articles

Technical documentation emphasizes the importance of proper configuration and monitoring when handling email sending IPs during a data center switch for disaster recovery. Ensure correct DNS records (SPF, DKIM, DMARC) for authentication. Inform Microsoft's sender support and monitor reputation using Google Postmaster Tools. Leverage services like AWS Route 53 or Azure Traffic Manager for DNS failover and intelligent routing to DR IPs.

Key findings

  • DNS Authentication: Properly configure SPF, DKIM, and DMARC records for the new DR IPs.
  • Sender Support Notification: Inform Microsoft's sender support team about the IP change.
  • Reputation Monitoring: Use Google Postmaster Tools to monitor sending reputation and deliverability to Gmail users.
  • DNS Failover: Utilize services like AWS Route 53 or Azure Traffic Manager for efficient DNS failover.

Key considerations

  • Complexity: Implementing DNS failover and traffic management requires technical expertise.
  • Platform Dependence: The choice of AWS Route 53 or Azure Traffic Manager depends on your cloud infrastructure.
  • Proactive Approach: Proper DNS configuration and proactive monitoring are crucial for preventing deliverability issues.

Technical article

Documentation from AWS responds utilizing services like Route 53 to manage DNS failover. Route traffic to the DR data center IPs in case of a primary data center failure.

26 Aug 2023 - AWS

Technical article

Documentation from Google responds advising monitoring your sending reputation using Google Postmaster Tools. This provides insights into your IP reputation and deliverability to Gmail users during the data center switch.

30 Dec 2023 - Google

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