Email Onboarding Process

Email Onboarding mainly consists of the following six phases:

• Onboarding Workspace
• Technical Kick-Off Meeting
• Deliverability Crash Course
• Domain Set-Up & DNS Configuration
• Warm-Up Plan
• Warm-Up Execution

Onboarding Workspace

Insider team will share the Onboarding Workspace with you to kick off your onboarding process. Insider will use your answers in this document to configure and tailor the Email product for your account regarding your brand's needs. For this reason, you should add your responses as accurately as possible.

Technical Kick-Off Meeting

Once you complete filling in the Onboarding Workspace document, Insider team or Customer Success Manager will reach out to you to schedule a technical kick-off meeting. This meeting aims to build an onboarding strategy that fits your brand best based on the feedback provided in the Onboarding Workspace step.

Deliverability Crash Course

Soon after that you will receive an invitation for our Deliverability Crash Course. This is a short course aimed at bringing you up to speed on the latest best practices in email deliverability. You can also ask everything you ever wanted to ask about email deliverability.

Domain Set-Up & DNS Configuration

Meanwhile, Insider will set up your email marketing account and your email domain. This email domain must be a subdomain (not a domain) which will be in use with Insider only. As part of the email domain setup, you will be asked to configure a set of DNS records, which is a task your IT team will know how to tackle.

Warm-Up Plan

We will provide you with a warm-up plan. This warm-up plan will guide you through building a reputation for your new email domain. Mailbox providers will typically send a portion of your emails to spam folders until you have warmed up your email domain. That's why it is of great importance that you follow it carefully. Prepare interesting content and send it to your most engaged users, all while making sure you respect the warm-up plan's volume restrictions; that's what warming up boils down too. The Insider Deliverability team will monitor the essential data (e.g. key metrics, mailbox provider reputation tools, blacklists, bounce logs, etc.). On a regular basis, you will receive updates on how the warm-up is progressing, and be alerted if any issues come up during the process.

Warm-Up Execution

A typical warmup takes between 2 and 4 weeks to fully execute depending on the size and quality of your user list. Once the warm-up has been completely executed, you will have built a strong reputation for your email domain and mailbox providers will happily place your emails in your users' inboxes. This will help your email campaigns generate high delivery rates and open rates. The Insider Deliverability team will reach out to you to confirm the wrap up of the warm-up and let you know which pitfalls to watch out for as you transition back to your conventional sending routine.