What does an email Authentication and deliverability tune-up look like?
OK, so you’ve been reading about email deliverability and now you’re wondering how your current emails stack.
Feel free to use this template to run your own in-house audit… if you have the skills, time, and patience to go through all this, then you certainly don’t need me! Process suggestions always welcome.
Meeting #1 - Virtual meeting
Discuss domains and sub domains currently in use
Discussion of all emails-sending systems in use including
Primary email system (Office 365, Google Workspace, etc.)
CRM / donor management (Salesforce, Bloomerang, Salsa Engage, etc.)
Email campaign platform (Mailchimp, Pardot, Constant Contact, etc.)
Help desk system (Zendesk, Freshdesk, etc.)
Any other systems that send emails on behalf of your domain
Email Content
Share samples of recent email campaigns
Email Authentication
Examine existing email authentication schemes including SPF, DKIM, and DMARC records.
Recommend new DMARC record (or additions to an existing record) to enable monitoring of authentication status via SmallTechStack servers.
Waiting period #1 - Approximately 1-2 weeks depending on number of systems involved
Watching DMARC feedback results and developing recommendations for each category of DMARC failures.
Building updated SPF record to encompass all sending systems (and using UniversalSPF if needed to avoid the 10-DNS lookup limit)
Client sends a test email from each system to following for analysis:
https://www.mail-tester.com/
https://mxtoolbox.com/deliverability
