Email and Deliverability
- Introduction (00:00:02.500 – 00:00:24.600):
- Janna Marks introduces the January 2024 Matrix Max QA session.
- Mentions a change in the format, now featuring 10-min trainings at the beginning.
- 10-min Training on Email Changes (00:00:24.600 – 00:02:31.740):
- Tanya Kennedy Luminati, the product manager, leads the training.
- Discusses the history of email and the challenges with spam and phishing.
- Introduces SPF (Sender Policy Framework) to prevent email spoofing.
- Talks about setting up SPF records to authorize servers to send from your domain.
- SPF, DKIM, and DMARC (00:02:31.740 – 00:16:48.380):
- Explains SPF, emphasizing its importance and simplicity.
- Briefly touches on DKIM (DomainKeys Identified Mail) as an additional email security measure.
- Introduces DMARC (Domain-based Message Authentication, Reporting, and Conformance) as the newest measure.
- Describes DMARC policies: None, Quarantine, and Reject.
- Highlights the impact of DMARC policies on email delivery.
- Mentions recent changes by Google and Yahoo, tightening rules for bulk senders.
- Addresses concerns about being classified as a bulk sender if sending over 5,000 emails per day.
- Emphasizes the need for organizations to implement these security measures for better email deliverability.
- Tanya discusses discussions with other groups, particularly Delcor, regarding the impact of DMARC policies.
- Emphasizes the evolving significance of email authentication, considering personal Gmails, Yahoos, and the potential impact on trade associations.
- Challenges and Budget Concerns (00:17:57 – 00:19:39)
- Tanya addresses budget concerns and the reluctance to adopt authentication upgrades.
- Highlights the need to evaluate the current DMARC policy status and introduces tools to check DMARC records.
- Checklist and Flow Chart (00:18:27 – 00:19:45)
- Introduces a checklist and flow chart to guide organizations through the process of implementing DMARC policies.
- Emphasizes the importance of organizations confirming their DMARC policy status.
- Determining DMARC Policy Strength (00:19:46 – 00:21:07)
- Discusses the importance of determining the strength of the DMARC policy, specifically focusing on the “P=” tag.
- Highlights the implications of having a policy of “P=None.”
- Checking DMARC Policy and SPF Records (00:21:08 – 00:23:28)
- Guides organizations on checking DMARC policies using tools and emphasizes the importance of SPF records.
- Differentiates between SPF-only and SPF + DKIM policies.
- Implementing DKIM Signatures (00:23:29 – 00:29:45)
- Discusses the need for DKIM signatures and the impact on email deliverability.
- Details the process of implementing DKIM signatures, including routing through AWS SES.
- Mentions the potential costs and offers insights into revisiting proposals for implementing DKIM.
- Discussion Lists and Challenges (00:29:46 – 00:33:34)
- Addresses challenges with discussion lists in the context of DMARC policies.
- Explains the difficulty in maintaining discussion list functionality due to DMARC policy rejections.
- Conclusion and Arc Protocol (00:33:34 – end)
- Summarizes challenges faced with discussion lists and the limitations in current protocols.
- Mentions the upcoming Arc protocol as a potential solution but acknowledges its early stage and limited acceptance.
- Discussion Lists and BCC Messages (00:35:16 – 00:36:58)
- Discussion on the use of discussion lists and issues with BCC messages.
- Emphasis on the impact of AWS SES on discussion lists and the verification process.
- DMARC Policy and DKIM (00:37:10 – 00:41:00)
- Exploring DMARC policies and their relation to SPF and DKIM.
- Questions about consequences of DMARC policy set to “none” and the importance of DKIM.
- Bulk Sending and Industry Trends (00:41:13 – 00:44:00)
- Addressing bulk sending, especially in the context of 5,000 unique email addresses.
- Discussion on industry trends, emphasizing authentication protocols (SPF, DKIM, DMARC).
- Delivery Challenges and Email Authentication (00:44:21 – 00:46:18)
- Challenges related to email delivery, especially without DKIM implementation.
- Consideration of DMARC policy impact on email acceptance by receiving servers.
General Q&A
- Organization Search for Membership Expiration Date (00:46:25 to 00:47:44)
- Janna explains how to create a report on a company’s membership expiration date using the advanced organization search. She demonstrates using the membership expiration date field and suggests using date ranges for specific queries.
- Batch Export Excel File (00:47:44 to 00:50:12)
- Chris asks about having different default accounting codes based on payment types (e.g., checks, PayPal) in batch exports. Janna and Tanya clarify that accounting codes are tied to transaction types and not payment methods.
- Retrieving List of Generated Reports (00:50:29 to 00:53:44)
- Mel inquires about accessing a list of previously generated reports without sending new emails. Janna guides Mel to the “Requested Reports” page under Business Intelligence, explaining that this page logs generated reports.
- Closing Remarks and Q&A (00:53:44 to 00:55:50)
- Tanya discusses potential improvements to make the link to generated reports more noticeable. The hosts thank the participants and mention that the recording will be available in the support center.