Emails Deliverability in Zoho CRM

Emails Deliverability in Zoho CRM

What is email deliverability?   

Emails are a cornerstone of customer communication. They offer a direct and effective way to convey tailored messages to specific audiences, which is essential for maintaining connections and ensuring that the right information reaches the right people. However, the success of this communication largely hinges on something called email deliverability.

Email deliverability refers to the likelihood of your email successfully landing in the recipient's primary inbox, rather than getting sidetracked to a spam folder or bouncing back undelivered. For example, imagine a company launching a new product and sending out announcements via email. If they have a 90% delivery rate, it means 90 out of every 100 emails successfully reach a recipient's mailbox. However, delivery doesn't guarantee visibility. If 30 of these emails end up in the spam folder, only 60% are truly placed where intended, reducing the effectiveness of the campaign.

In simpler terms, good email deliverability means that your emails not only reach your audience, but do so in a way that they are seen and read. Problems like messages being marked as spam, delayed, or blocked indicate that there are mismatches between your emailing practices and what email providers expect. Understanding and optimizing email deliverability can significantly enhance how your messages are received and acted upon.

In the context of Customer Relationship Management (CRM), understanding the distinction between email delivery and email deliverability is crucial for executing effective promotional emails and maintaining strong customer communications.


Differences between email delivery and email deliverability

Understanding the distinction between email delivery and email deliverability is crucial for executing effective email communication and maintaining strong customer communications. Here’s a breakdown of the differences:

Email Delivery:

Definition: Email delivery refers to the process of your email successfully being sent from your server and accepted by the recipient's email server. It simply measures whether the email was rejected or accepted by the recipient’s server.

Metric: The primary metric here is the delivery rate, which is the percentage of emails sent that do not bounce back or get rejected by the recipient’s email server.

Focus: The focus is on the initial hurdle of getting the email to the recipient’s server, not on where the email ends up once it is there.

Email Deliverability: 

Definition: Email deliverability, on the other hand, is about ensuring that your emails not only reach the server but also successfully land in the recipient's inbox, avoiding filters that might route them to the spam folder or other less visible parts of the mailbox.

Metric: Key metrics for deliverability include the inbox placement rate and the spam percentage. These measure how often your emails make it to the inbox versus being diverted to spam or other folders.

Focus: Deliverability is focused on the quality of your engagement and reputation, considering factors like sender reputation, content relevance, and recipient interaction, which influence whether an email is sorted into the inbox or a spam folder.

In practical terms, consider a CRM system used by a sales team:

If a salesperson sends out 100 emails and 95 are accepted by the servers (not bounced or rejected), the email delivery rate would be 95%.
Achieving high email delivery is a basic requirement, but optimizing email deliverability is crucial for the actual effectiveness of email campaigns within a CRM strategy. It ensures that the emails not only reach the server, but also achieve the desired visibility and interaction with the customers.

Importance of email deliverability

Email deliverability is a vital component in the effective use of CRM systems, particularly for sales and marketing efforts. It goes beyond merely sending out emails—it ensures that these communications actually reach and engage customers in meaningful ways.

Here’s why email deliverability is so crucial: 

  1. Direct Impact on Revenue: The ability of sales teams to close deals and generate revenue heavily depends on their communication with prospects and customers. If emails do not reach the inbox, the initial step in customer engagement is lost. Poor deliverability can lead to a stagnant and unresponsive mailing list, diminishing the potential for sales conversions and, consequently, leading to potential revenue losses. Effective email communication is not just about sending out messages; it's about making sure these messages are seen and acted upon.
  1. Customer Engagement and Retention: CRM systems thrive on continuous interaction and nurturing of customer relationships. If emails are misrouted to spam folders or fail to be delivered, the opportunity to engage and retain customers diminishes. Regular and reliable communication via email can help in keeping your brand top of your audience's meind, educating customers about new products, and providing them value through tailored content, all of which are crucial for long-term retention.
  1. Reputation Management: Email deliverability is closely tied to the sender's reputation. Internet Service Providers (ISPs) track how recipients interact with your emails; frequent rejections or a high volume of emails marked as spam can damage your reputation. A tarnished reputation can lead to lower deliverability rates over time, affecting all future email communications. Maintaining a good sender reputation ensures that emails are more likely to be delivered to the inbox.
  1. Resource Efficiency: Sales teams often lack the time to focus on optimizing email strategies due to the high demands of their roles. Poor deliverability can mean that even well-crafted emails become futile efforts, wasting valuable resources. Implementing systems and strategies that enhance deliverability ensures that the time and effort invested in crafting these communications are not wasted.
  1. Data Accuracy and CRM Effectiveness: Email interactions provide valuable data that CRM systems use to analyze customer behavior, segment audiences, and personalize future communications. If emails do not reach the intended recipients, the data collected will be skewed, potentially leading to misguided strategies and decisions. Ensuring high deliverability rates means more accurate data, leading to more effective CRM initiatives.

 

In summary, ensuring effective email deliverability is not just a technical requirement—it's a strategic imperative that directly impacts the effectiveness of communication, customer relationship management, and ultimately, business profitability.


Factors that affect deliverability   

Sender reputation   

Sender reputation is essentially a score given by ISPs that affects whether your emails reach the inbox or get sidelined into the spam folder. It’s influenced by factors such as the volume of emails you send, the number of complaints those emails generate, the frequency with which your emails hit spam traps, the rate of emails sent to invalid addresses, and the overall engagement (like opens and clicks) that your emails receive.

A poor sender reputation means ISPs are more likely to filter your emails into spam, drastically reducing their effectiveness. To improve your sender reputation, you should regularly clean your email lists, encourage recipient engagement, manage how many emails you send at a time, monitor for spam complaints, and use email authentication methods like SPF, DKIM, and DMARC. Implementing these practices will help ensure your emails are more likely to land in inboxes, maintaining effective communication and boosting your sales promotion results.
Zoho CRM has implemented several features aimed at improving sender reputation through enhancing email credibility.

Email Credibility Dashboard:

Zoho CRM includes an email credibility dashboard that allows administrators to closely monitor and analyze their organization's email practices. This dashboard provides vital statistics, such as the email bounce rate and spam complaint rate, which are crucial for maintaining a healthy sender reputation.

Features of the Email Credibility Dashboard:

  1. Credibility Score and Recommendations: Each organization using Zoho CRM is assigned an email credibility score. This score reflects the effectiveness of their email practices based on metrics like response rates, bounce rates, and spam complaints.
    The dashboard not only displays this score, but also offers recommended actions to improve it. These recommendations are tailored based on the observed email sending behaviors and outcomes.
  1. Bounce Report: The bounce report within Zoho CRM shows the total number of emails sent versus the number that bounced. This report can be customized for specific duration and for individual users, helping to pinpoint areas needing attention.
    By analyzing these bounce reports, users can identify and rectify issues that may be harming their sender reputation, such as problems with email addresses or content triggering spam filters.
  1. Credibility Score Trend Report: This report tracks the credibility score over time, comparing it against metrics like email volume and bounce rates.
    Observing trends in the credibility score helps in understanding whether improvements are being made and which practices are yielding positive results.

Shared Email-Sending Infrastructure:

Zoho CRM uses a shared infrastructure to send emails, making it essential for all organizations using the platform to maintain high email credibility. If one organization's practices lead to a poor reputation, it could negatively affect others on the same infrastructure. Maintaining high standards is beneficial for all users of the platform.

By offering these tools and insights, Zoho CRM helps organizations not only monitor but actively improve their email sending practices, thereby enhancing their overall sender reputation. This proactive approach ensures more effective email communication, leading to better engagement and results from emails.

Notes
Please note that we will block the email sending if the bounce percentage goes over 15%, and it's important to regulate that periodically.

Learn more about email credibility in Zoho CRM.

 

Email authentication   

Organizations often use multiple email domains to communicate with recipients. Ensuring these email addresses are authentic is crucial to maintaining trust and security. Email authentication is a process used by email servers to confirm that the emails are indeed coming from the claimed sources and have not been tampered with during transmission. This requires both sending and receiving servers to coordinate using established standards.

Email Authentication Standards:

  1. Sender Policy Framework (SPF): This standard ensures that the sender's server is authorized to send emails for the domain. Without an SPF record, emails may be rejected, since they could appear to originate from potentially malicious sources.
  2. DomainKeys Identified Mail (DKIM): DKIM uses a public key encryption to ensure that the content of the email remains unaltered during its journey. This helps to prevent email forgery.
  3. Domain Message Authentication Reporting and Conformance (DMARC): This method combines elements of SPF and DKIM and adds an extra layer of security, giving senders more control over their emails and how they are handled. 
Let's imagine a sales team using a CRM system like Zoho CRM to manage communications with prospects. The CRM ensures that all emails sent are authenticated via SPF and DKIM. This reduces the risk of emails being marked as spam and improves deliverability. For example, if a sales rep sends an offer email without proper authentication, the email might end up in the spam folder or, worse, get the company's IP address blacklisted. Proper use of SPF, DKIM, and DMARC can prevent such issues, ensuring emails reach their intended recipients and ultimately, enhancing return on investment (ROI) from email promotions.

Utilizing these email authentication standards is essential for securing email communications, maintaining a good sender reputation, and avoiding potential blacklisting by ISPs. This, in turn, ensures better email deliverability and stronger engagement with customers.

Learn more about how email authentication works in Zoho CRM.

Steps taken by Zoho CRM to authenticate domains and ensuring deliverability   

We recognize the challenges sales teams face in balancing ensuring email deliverability with increasing conversions. Zoho CRM supports these efforts with several features designed to enhance deliverability.

Using public or free email domains like Gmail or Yahoo for business communications often leads to increased scrutiny by email providers, which can negatively affect delivery rates. To counter this, Zoho CRM automatically upgrades emails sent from such addresses to use Zoho's authenticated domain addresses, boosting the chances that these emails reach their intended recipients.

For businesses utilizing custom domains (e.g., xyz@zylker.com), Zoho CRM allows emails to be sent from these addresses without modification, provided they are authenticated within Zoho CRM. If a custom domain is not authenticated, Zoho CRM will substitute the sender's address with one from its own authenticated domain to ensure email delivery. This practice not only preserves sender reputation, but is crucial given Zoho CRM's use of a shared email infrastructure. It ensures that unauthenticated domains do not compromise the deliverability for others using the same system. This approach safeguards the integrity and effectiveness of your email communications.


Notes

Note:

  • To authenticate your custom domains and to use them for sending emails via Zoho CRM, you can follow the steps in this help document.
  • The mentioned email deliverability changes do not apply when users send emails through their configured mailbox or when an email relay server is setup for an account.

 

Email content   

The quality and presentation of your email content play a significant role in how both recipients and email providers perceive your messages. Poorly formatted emails or those with coding errors, such as open-ended HTML tags, are often marked as spam by email providers.

To prevent your emails from being flagged and sent to the spam folder, it's essential to use legitimate and thoroughly vetted URLs. URLs that look suspicious or are overly brief are likely to activate spam filters. This is particularly important for sales teams aiming for fast conversions—they must ensure that their emails don’t appear deceptive or spam-like.

Furthermore, the tone and wording of your emails should be carefully chosen to avoid sounding too urgent or spammy. Upholding high content standards not only improves your chances of emails being delivered successfully but also builds a more engaged and responsive mailing list. This strategic focus on content quality facilitates more meaningful interactions and enhances communication with your audience.

   

Tips and tricks to ensure deliverability 

Improving email deliverability is crucial for effective communication and ensuring your messages reach the intended recipients' inboxes.

Email deliverability can be improved by following these tips and trick:

  1. Maintain a Clean Contact List:
    1. Avoid Purchasing Contacts: Never buy third-party contact lists, as these often include unengaged users who can hurt your sender reputation.
    2. Use Double Opt-In: Confirm subscriber interest through a double opt-in process. This ensures that only engaged users receive your emails, which improves open rates and reduces spam complaints.
    3. Regularly Update and Clean Your List: Remove bounced and unresponsive email addresses to keep your list fresh and engaged.
    4. Segment audiences to ensure content relevance, which can improve engagement and decrease the likelihood of emails being marked as spam.
  2. Authentication and Domain Management:
    1. Use a Custom Domain: Avoid using public email addresses (like those from Gmail or Yahoo) for business communications. A custom domain enhances credibility.
    2. Authenticate Your Domain: Set up SPF, DKIM, and DMARC records to verify your domain and email integrity, reducing the likelihood of being flagged as spam.
    3. Register with BIMI: Brand Indicators for Message Identification (BIMI) associates your logo with your email, boosting trust and potentially increasing open rates.
      Learn more about BIMI for email authentication.
  3. Email Content and Design:
    1. Optimize Email Templates: Ensure your templates are responsive and consistent across all devices and email clients.
    2. Personalize Your Content: Tailored content resonates better with recipients and shows engagement that improves deliverability.
    3. Use Clear and Concise Language: Convey messages in fewer sentences to keep the reader's attention.
    4. Avoid Overusing Rich Media: Excessive use of images or rich media can trigger spam filters. Keep the text-to-image ratio balanced.
    5. Refrain from Attachments in Initial Emails: Attachments in cold emails can look suspicious and often get flagged by email providers.
    6. Limit Use of Spam Trigger Keywords: Words like "free," "guarantee," and excessive use of dollar signs or all caps can activate spam filters.
    7. Avoid Exclamation Points: These can appear aggressive or spammy, reducing the professionalism of your email.
  4. Sending Practices:
    1. Monitor Send Frequency: Too many emails can annoy recipients and lead to high unsubscribe rates; too few can make them forget you.
    2. Avoid Stale Contacts: Regularly refresh your list to remove those who haven't engaged with your emails over an extended period.
    3. Use a Recognizable Sender Name: This helps recipients identify who the email is from, improving open rates.
    4. Obtain Explicit Consent: Always get permission before adding someone to your mailing list to comply with anti-spam laws and improve engagement.
    5. Provide an Unsubscribe Option: Make it easy for subscribers to opt out if they no longer wish to receive communications.
  5. Legal Compliance and Feedback:
    1. Adhere to Anti-Spam Laws: Ensure all emails comply with local regulations like GDPR, CAN-SPAM, or CASL.
    2. Use Feedback Loops: Signing up for feedback loops with ISPs lets you know when recipients mark your email as spam, allowing you to refine your list. For example, Yahoo feedback loop.
    3. Include Essential Information: Always include your physical address in the footer of your emails to comply with anti-spam laws and add authenticity.
  6. Testing and Monitoring:
    1. Use Deliverability Testing Tools: Tools like Mailtrap.io and Spamcheck help you test whether your emails will end up in spam and allow you to troubleshoot issues before sending to your main list.
By implementing these practices, organizations can significantly enhance their email deliverability, ensuring their communications are seen and engaged with by their intended audiences.  

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