To set up an Emarsys account for you we need a little information about your business and your marketing requirements. This will ensure that we provide you with the right infrastructure to support your digital marketing needs.
You will receive our account setup form with some of the fields already filled in by the Emarsys Implementation Consultant. You should check this information and then fill in the rest of the sections, then return it to us. As soon as we have this information we can create your account.
Each of the sections in the form covers a different aspect of your requirements and a list of the fields, along with the reasons why we need them, is provided below.
It is absolutely essential that you provide up-to-date and accurate information in this form. We use this form as the basis for a number of decisions regarding the environment, IP range and account infrastructure to ensure that you get the best possible service from us, and decisions made based on inaccurate information may be costly and time-consuming to reverse, and will delay the completion of your onboarding journey.
The fields here are pre-populated by us based on the conversations you had during the sales process. You only need to check that the details are correct. If any details are incorrect, please change them and inform the Implementation Consultant so that they can update the source of that information on our side.
- CSA - The fields mentioning CSA are referring to the Certified Sender Alliance, a European organization which aims to improve the quality of marketing emails through a certification process for commercial email senders. Emarsys is CSA-certified.
In this section you need to give us the planned volume and frequency of your marketing and transactional emails, as well as an idea of the possible spikes in sending volume that we might expect to see. This will help us to allocate the right resources to your account so that we can manage all your mailing requirements.
- We differentiate between marketing and transactional emails for two reasons:
- Transactional emails typically need to be delivered individually within a couple of seconds, and have very different settings to marketing emails where many thousands of messages all need to be delivered at the same time. For that reason we often use a different infrastructure to send them.
- Transactional emails typically do not require opt-in and it is safer for us to send all such emails using a separate infrastructure if the volume is high.
- A high-volume spike could be considered as a campaign sent out infrequently to more than three times your average number of contacts.
Trust is at the center of any business relationship, and clearly explaining to your subscribers what they are signing up for and how to plan to use their data is essential to maintaining good engagement and low complaint or unsubscribe rates. In this section we ask for details of your web presence so that we can review your policies against our own best practices and global legislation.
- Your brand's website URL(s) - Give the URLs of all your primary websites.
- Your account registration form(s) - Provide the URL of all forms, in all languages, where a customer can open an account with you.
- Newsletter sign-up page URL(s) - Provide the URLs of all forms, in all languages, where a customer can subscribe to a marketing newsletter.
- Registration forms outside your website - In case contacts can sign up using forms outside your domain, please provide details so that we can check them and advise you whether or not they are compliant.
- Sender domain - This is required for us to configure your account for sending.
When you moved to Emarsys from another provider, we will prepare a ramp-up program to ensure that your sender reputation is as good as it can be, as quickly as possible. For that we need to understand the performance of your email campaigns in the past. Please be as accurate as possible here; we will conduct our own research into your previous sending domain and any inconsistencies in our findings will delay your ramp-up program and impact your overall onboarding timeline.
Data quality information
The questions here give us an insight into your list hygiene. Sending to unsubscribed or bounced contacts is a leading cause of complaints and deliverability problems.
- Providing unsubscribe and hard bounce lists - As well as indicating your level of list hygiene, being able to provide these lists gives us the chance to exclude them from the ramp-up plan and ensure no mistakes are made that could hamper this process.
- Removing invalid email addresses - Since invalid email addresses are often recycled as spam traps, knowing whether or not you clean them up will help us to better interpret any past deliverability problems.
- Past deliverability problems - Knowing what problems you have had in the past will help us to avoid them in the future. Do not be limited to the last 12 months if you think that a previous problem is still relevant.
- Return Path certification - We can liaise with Return Path and move the benefits of your certification to your new Emarsys IP addresses.
The methods you employ to acquire new contacts play a big part in how people engage with your email campaigns. Please be as accurate as possible and include all relevant options, in particular concerning affiliate marketing.
- How you acquire email addresses - The safest email addresses to send to are those where you can prove that the contact subscribed via double-opt-in. The further from this method you go, the less reliable you engagement levels will be. Understanding how your database was built up will help us choose the correct approach to solving deliverability problems.
- Opt-in methods - Confusion over what a contact has opted in for is a leading cause of complaints. This will give us an understanding of which methods you use.
- Affiliate marketing - As per the previous point: contacts who subscribe on an external site may not be aware that they are also subscribing to your campaigns.
- Identifying and suppressing inactive contacts - Although it can sometimes feel counter-intuitive, cleaning your database and sending only to engaged contacts is a better long-term growth strategy than bulk-mailing your entire database. Sending to inactive contacts can affect the performance of all your email campaigns.
- Data capture and storage - Should a customer ever consider litigation against you because of the way you engage with them, you need to be able to demonstrate exactly what they signed up for on that occasion by providing copies of these documents used at the time.
Pre-existing customer relationships (CSA prospects only)
This section is only relevant to those customers who have requested CSA whitelisting. It covers sending emails with content directly related to past purchases; under certain circumstances it is allowed to send these without opt-in. Knowing how you have dealt with this in the past will help us to support you in the future.
Space has been left at the bottom of the form in case you have additional information that you would like to give us.