Migrating your email service provider (ESP) can be a complex process, and the recent enforcement of new email sender requirements by Google and Yahoo adds another layer of consideration. While these new rules, which came into effect in February 2024, are essentially a formalization of long-standing best practices, their timing relative to an ESP migration warrants careful planning. The good news is that reputable ESPs like KEAP, the platform your client is considering, have already adapted their systems to support these new mandates.
Key findings
No direct conflict: The timing of your ESP migration around the February 1st enforcement date does not inherently conflict with Google and Yahoo's new requirements, as these are foundational best practices.
DNS records: Properly configuring your custom DNS records, including SPF, DKIM, and DMARC, with your new ESP is crucial for ensuring compliance. You can find out more about what DMARC/DKIM/SPF updates are needed.
DKIM alignment: The enforcement by Google and Yahoo is largely based on the DKIM d= domain alignment, which can be maintained across different ESPs.
Gradual migration: A phased migration (warm-up) strategy can be beneficial for preserving deliverability and managing the transition.
Key considerations
DNS setup accuracy: Ensure all required DNS records (SPF, DKIM, DMARC) are correctly set up and propagated for your sending domain within the new ESP. Consult your new ESP's documentation, for instance, Keap's DMARC help page, for specific instructions.
Custom return path: Leverage features like custom return paths offered by your new ESP, as these can aid in compliance and deliverability.
Deliverability monitoring: Closely monitor your email deliverability during and after the migration. Watch for any increases in bounce rates, spam complaints, or blocklist (blacklist) listings.
Avoid dual sending: While technically possible, sending from two ESPs simultaneously can complicate data synchronization (e.g., unsubscribes, engagement stats) and overall management.
Warm-up strategy: If your new ESP assigns new dedicated IPs, plan a gradual IP warm-up schedule to build sender reputation with mailbox providers.
What email marketers say
Email marketers generally view the Google and Yahoo requirements as a reinforcement of existing best practices rather than entirely new obstacles. This perspective suggests that a well-planned ESP migration, even around the enforcement date, is manageable, provided the new platform is configured correctly. The emphasis shifts from timing to meticulous execution of technical setups and a keen eye on deliverability during the transition.
Key opinions
Best practices reinforcement: Many marketers believe the new requirements align with email marketing best practices already in place, simplifying compliance for those with good habits.
No delay needed: There's no compelling reason to delay an ESP migration solely due to these enforcement dates, as long as the new setup adheres to the guidelines.
Reducing variables: Some prefer to migrate without the simultaneous pressure of new rules to minimize potential complications if anything goes wrong.
Migration trends: Observations suggest a common migration path between various ESPs, indicating such transitions are a regular part of email marketing operations (e.g., from KEAP to AWeber, or vice versa).
Administrative complexity: Running two ESPs concurrently can be administratively challenging, making a clean cut or phased approach preferable.
Data synchronization: Develop a robust plan for synchronizing subscriber lists, bounce data, and unsubscribe requests if you opt for a dual-ESP period to avoid deliverability issues due to inconsistent sender reputation.
Smooth transition: While a gradual transition can aid deliverability, aim for a clear cut-over to the new ESP once comfortable to streamline operations.
Impact assessment: Understand that introducing an ESP migration during a period of new policy enforcement, while manageable, adds another variable to your email program's performance.
Review resources: Consult guides like "5 Steps You Need to Take to Meet Google & Yahoo's New Sender Requirements" from SmartSites to ensure comprehensive preparation for compliance.
Marketer view
Marketer from Email Geeks asks if migrating ESPs should wait until after February 1st, given the upcoming Google and Yahoo enforcement, or if migration in January is feasible for a small client.
28 Dec 2023 - Email Geeks
Marketer view
Marketer from Capacity Interactive highlights that Yahoo recommends spam complaint rates below 0.3%, while Google aims for below 0.1% and never above 0.3%, stressing the importance of managing user feedback effectively.
22 Jan 2024 - Capacity Interactive
What the experts say
Deliverability experts emphasize that the technical foundation of the Google and Yahoo enforcement largely revolves around email authentication, particularly DKIM. They confirm that a domain's DKIM signature can indeed be carried over between different ESPs, mitigating some concerns about migration timing. While a complete, clean cut from the old ESP is ideal for administrative simplicity, a gradual, phased approach is often recommended for preserving sender reputation and ensuring a smooth deliverability transition.
Key opinions
DKIM focus: Enforcement is primarily based on the DKIM d= domain, which identifies the signing domain and is critical for alignment.
Domain portability: The same DKIM d= (your sending domain) can be used across multiple ESPs, allowing for consistent authentication during a migration.
Administrative challenge: Running two ESPs concurrently isn't technically problematic, but it creates significant administrative burdens in terms of data synchronization and management.
Gradual warm-up benefit: A phased migration, allowing for IP warm-up on the new system, is often a sensible deliverability strategy.
Clean cut preference: While gradual migration has benefits, the ultimate goal should be a clean cut from the old ESP to simplify operations and avoid complexity.
Key considerations
Authentication setup: Ensure that SPF, DKIM, and DMARC records are correctly reconfigured for your new ESP as part of the migration process. A simple guide to DMARC, SPF, and DKIM can help.
Data management: Plan for efficient management of subscriber lists, bounce data, and unsubscribe requests to maintain a healthy sending list.
Phased approach: Consider a phased transition strategy where you gradually shift sending volume to the new ESP, especially if new IPs are involved, to build and maintain sender reputation.
Deliverability impact: Understand that a migration, even when planned well, can temporarily affect deliverability. Monitoring tools are essential during this period.
Professional consultation: For complex migrations, engaging a deliverability professional can help navigate potential pitfalls and ensure smooth compliance, particularly when considering transitioning with the same domain.
Expert view
Expert from Email Geeks states that enforcement for new sender requirements largely depends on the DKIM d= domain, which allows for consistent authentication across different email service providers.
29 Dec 2023 - Email Geeks
Expert view
Deliverability expert from SpamResource highlights that the core of Google and Yahoo's new requirements is strong email authentication, including proper SPF, DKIM, and DMARC records, to prevent spoofing and improve trust.
15 Jan 2024 - SpamResource
What the documentation says
Official documentation from Google and Yahoo clearly outlines the new requirements for bulk email senders. These mandates primarily focus on robust email authentication (SPF, DKIM, DMARC), maintaining low spam complaint rates, and providing straightforward one-click unsubscribe options. When migrating ESPs, it's paramount to ensure the new platform seamlessly supports and facilitates adherence to each of these critical standards.
Key findings
Authentication mandate: Both Google and Yahoo require strong email authentication (SPF, DKIM, DMARC) for bulk senders to prove sender identity and prevent spoofing.
Spam rate thresholds: Google mandates keeping spam complaint rates below 0.3%, with a preferred rate below 0.1%, to ensure messages are wanted by recipients. Review Google's recent changes.
One-click unsubscribe: Senders must implement a one-click unsubscribe mechanism in their email headers to simplify the opt-out process for users.
Custom return path support: Some ESPs have specifically updated their systems to include features like custom return paths, which are beneficial for aligning with new requirements.
DMARC enforcement: Implementing a DMARC policy (even at p=none initially) is a foundational requirement, ensuring proper authentication and reporting.
Key considerations
Compliance verification: Before completing a migration, verify that the new ESP's technical setup and sending practices align with all Google and Yahoo guidelines, particularly for senders using shared domains.
DNS record publishing: Ensure that all necessary DNS records for SPF, DKIM, and DMARC are accurately published and verified for your sending domain through the new ESP's platform.
Feedback loop integration: Set up and actively monitor feedback loops (FBLs) provided by mailbox providers to promptly address and reduce spam complaints.
Clear unsubscribe: Double-check that your unsubscribe process is clearly visible and functions as a true one-click process, as mandated.
Regular audits: Continuously audit your email sending practices and monitor deliverability metrics to proactively maintain compliance and optimal inbox placement. For more details on these changes, see Mailgun's Gmail and Yahoo Inbox Updates article.
Technical article
Google's documentation states that senders sending more than 5,000 messages per day to Gmail addresses must authenticate their outgoing email with SPF, DKIM, and DMARC to ensure message integrity and sender legitimacy.
01 Feb 2024 - Google Bulk Sender Guidelines
Technical article
Yahoo's official guidelines require bulk senders to maintain a spam complaint rate below 0.3%, recommending efforts to keep it even lower to ensure consistent inbox delivery.