The Marketing module in Outcomes allows you to send messages to users via Emails, Text Messages, and Voice messages. To work with these features, you'll first need to configure:
Configuring your Email Settings allows you to establish how your emails appear to recipients, and where their replies go. To configure your email settings:
When configuring your Marketing Settings, you need to provide a Sending Domain (including a domain and a subdomain), and a From Address.
To properly configure your Marketing Settings and to ensure email deliverability, the domain in your From Address (information after the “@”) must match what is configured in the Sending Domain. For example:
Liaison uses the information you provided for your Sending Domain and From Address to configure your DNS (Domain Name System) records. DNS records (also known as zone files) are part of a system that translates domain names into IP addresses. Domain names are the human-readable addresses, while IP addresses are the numerical addresses that computers use to communicate with each other over the internet.
Creating a DNS record allows us to white-label your sending domain and email URLs to increase email deliverability by letting other mail servers know they can trust that your server is not a spam host.
We will provide you with the following record types to install in your domain provider:
You will need to install these records in your domain provider. Every domain provider has a different installation method, but it may be helpful to review samples from GoDaddy, Dreamhost, or other domain providers.
While you are installing these records, you should also install a DMARC record if your domain does not already have one. It’s possible that this already exists, as some domain providers provision these automatically. Review the Recommended DMARC Rollout Tutorial from Google for a thorough review of how you can roll out DMARC on your domain.
Once you have installed these records, contact Liaison and we will verify the installation on our side. Once the installation is complete, we recommend you follow a domain warm-up schedule so your emails are not sent to spam by email providers due to large volume from a new domain.
To set up your domain:
If, for any reason, you need to change or update your sending domain, contact Support or your Client Success Director.
Changes to the sending domain may require that Liaison reissue DNS records and that your IT Team or Administrator install the updated DNS records. We also recommend following a warm-up process after changing your sending domain.
Attempting to add a domain that is not registered may result in the following errors or warnings:
If you have recently configured or updated your sending domain, we recommend following a"warm-up" process to help ensure your email deliverability.
An email sender reputation is a score that an Email Service Provider (ESP) assigns to an organization that sends email. The higher the score, the more likely an ESP will deliver emails to the inboxes of recipients on their network. If the score falls below a certain threshold, the ESP may reject that sender's messages or deliver them to recipients' SPAM folders.
Each ESP privately determines which factors to include in its sender reputation score and how heavily it weighs each factor.
Some of the factors that may impact this score are:
Domain warm-up gradually increases email volume from a new sending domain to build trust with email providers and increase your sender reputation score. This ensures your emails land in inboxes, not spam folders. Note that If your institution does not send more than 1,000 emails at one time, you do not need to warm up your domain.
The warm-up schedule involves slowly increasing the volume of your outbound email and should look like this:
Note: Slight deviations (give or take a few hundred per day) from the target segment will be sufficient.
To build this schedule:
Note: after the domain warmup has been completed, it's important to continue sending emails on a consistent basis to continue building your email reputation.
Example:
In this example, there are a total of 10,000 applicants that will be sent emails. The warm-up is completed in six days.
Bypassing the warm-up will lead to your email getting routed to spam. Major ESPs never publicize your sender reputation but will still act on your mail if you have a bad reputation. You can still send your campaigns out, but it's best to do this incrementally until you have reached your 90-day average sending volume.
In this case, there's no need for a domain warm-up! With lower email volumes, your email reputation will not be impacted by the variances of your sending. Congratulations! You are ready to resume normal marketing communication flow.
That is okay! When you have a campaign that is of the appropriate size for the domain warm-up, you can warm up your domain in the lead-up to that large send. Your new domain will not be affected by waiting days, weeks, or even months for the warm-up to happen.
Industry experts suggest doing the following things:
Experts recommend not doing these things:
Configuring your Text and Voice Settings allows you to establish what phone number you'll use to contact applicants via text and voice messages. To configure these settings:
The Marketing tool in Outcomes suppresses some messages, preventing them from being sent. This can happen when:
To review a list of suppressed messages, navigate to the Marketing section of the Settings menu and click Suppressed Items.
Use the tabs on the right to toggle between OPTED OUT EMAILS, INVALID (BOUNCED) EMAILS, and OPTED OUT PHONES.