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Building Email Inbox Trust and Strong Sender Reputation through Disciplined Warming Strategies

Building Email Inbox Trust and Strong Sender Reputation through Disciplined Warming Strategies

Customer loyalty Customer loyalty, Data Privacy & Governance, Data Strategy & Advisory 8 min read
Profile picture for user Bridget Creach

Written by
Bridget Creach
Engagement Manager, Lifecycle Marketing & CRM

A pale pink "New message" window with thin black outlines floats against a pastel gradient background of lavender, pink, and peach. Inside the window are "To" and "Subject" fields, and a rounded rectangular "Send" button in the bottom right corner. The window has a simple close "X" icon in the top right.

Maintaining a healthy sender reputation is the cornerstone of successful email marketing, ensuring your messages land in the inbox rather than the spam folder—or worse, fail to deliver at all. This becomes particularly critical when navigating transitions that email service providers view with caution: high-risk moments where your standing as a trustworthy email sender is put to the test.

The landscape in 2026 is fundamentally different from years prior. Recent regulatory shifts—most notably the stringent sender guidelines enforced by Google and Yahoo in early 2024—have transformed technical deliverability from a back-office IT concern into a boardroom-level strategic imperative. Whether you’re launching a new sending domain, migrating to a new email service provider’s platform, re-engaging an outdated subscriber list or reviving a dormant IP, a disciplined and cautious approach to IP warming is now a requirement to protect your email deliverability.

First, a quick vocabulary recap is in order.

Before diving into the IP warming process it is helpful to clarify the technical components at play:

  • MBP: Mailbox Providers offer email hosting, storage, and client access, allowing users to send, receive, and manage messages through web interfaces or apps, integrating features like spam filtering and security. Major mailbox providers include: Gmail, Microsoft Outlook, Yahoo and Apple iCloud.
  • ESP: Email Service Providers are the software services used to send marketing emails (e.g., Salesforce Marketing Cloud, Bloomreach, Iterable, Braze, Marketo, HubSpot, Mailchimp, Klaviyo and a host of others).
  • IP Address: An Internet Protocol address is a unique numerical address that identifies the specific server sending your emails. Think of it as the “digital return address” stamped on the envelope.
  • Domain: The web address associated with your brand (e.g., @yourcompany.com) that appears in the “From” line. It validates who is actually sending the email.

What is IP warming, and why do we need it?

IP warming is the practice of gradually increasing the volume of email sent from a new or dormant IP address. The goal is to build a positive sender reputation with mailbox providers (MBPs) over time.

Think of it like starting a new job: you don't walk in on day one and lead the biggest project. You handle small tasks to prove reliability first. Providers likewise treat unknown or dormant IPs with suspicion before they’ve proven themselves trustworthy. They monitor for positive signals—like opens, clicks and replies—and negative signals, such as bounces and spam complaints.

Warming an IP usually takes four to eight weeks. During this period, you verify to the mailbox providers that you are a legitimate sender rather than a spammer. This process builds the trust required to eventually handle your full sending volume without emails being diverted to the junk folder.

It’s also important to remember that while the IP address is crucial, your sending domain carries its own reputation. If you are introducing a new sending domain (e.g. launching a new brand website) alongside your new IP, the parallel process of domain warming will help establish authority for both simultaneously.

What is a dormant IP?

A sending IP is generally classified as dormant when there is no recorded activity—including email sends, opens, or clicks—within a specific window of time. For the majority of senders, the standard threshold for dormancy is 30 days. During this month-long silence, mailbox providers like Gmail and Outlook begin to treat the IP with increasing suspicion. While very high-volume senders might occasionally see this window extended to 60 days, the risks of inactivity remain the same across the board. Once an IP crosses the 60-day mark, and especially as it approaches six months of inactivity, its standing is effectively reset. At this stage, the dormant IP is considered as good (or as bad) as a brand-new “cold” IP that has never sent a single email message.

Monitoring your IP’s health is the only way to ensure you aren’t walking into a deliverability trap. Beyond tracking your own email deliverability logs to ensure deliverability remains above 95%, using third-party tools provide essential perspectives on your reputation. For instance, Google Postmaster Tools offers a direct look at how the world’s largest email service provider views your infrastructure; a reputation score of “Low” or “Bad” is a clear signal of trouble. Similarly, platforms like Everest by Validity provide an IP Health Score where a rating below 70 suggests significant underlying issues that could lead to blacklisting or heavy filtering.

A strategic warming plan relies on these key components.

A successful warming plan calls for patience and precision. The most common mistake is rushing the process. Pushing too much volume too fast can get your IP blocked by mailbox providers, forcing you to restart the process and extending your timeline exponentially. To build a plan that works, focus on these critical areas:

Evaluate Technical Setup: When establishing a new IP, or warming up a dormant one, carefully assess if you have a shared IP (where you benefit from and share the risk of a pool of senders) or if you have a dedicated IP (offering absolute control, but requiring a full warm-up from a “zero” standing).

Phased volume increase: Create a schedule that gradually increases sending volume on a daily or weekly basis. Sudden spikes in traffic are a primary trigger for spam filters. By adhering to a strict ramp-up schedule, you condition the mailbox providers to expect traffic from your new address.

Smart segmentation: During the warming phase, you cannot treat all subscribers equally. Start with a tiny fraction of your list, focusing exclusively on your most active users (those who have opened or clicked recently). These users are most likely to generate the positive engagement signals that providers look for. As your reputation solidifies, you can gradually broaden your targeting to include less active segments. It is often wise to segment by mailbox provider as well, starting with your most engaged users. Gmail, iCloud, Yahoo and Microsoft’s family of services (Hotmail, Outlook, Live, MSN) are all considered key players who expect individual volume ramp-ups without really any impact from the other. All these providers are typically slotted in the initial segmentations along with the engagement criteria.

Data hygiene: Before you send, scrub your data to remove known hard bounces and invalid domains. Sending to invalid addresses during warm-up spikes your bounce rate, signaling a poorly managed list. Implement validation tools on signup forms to catch typos and use reCaptcha to prevent bots. Always double-check consent preferences.

Engaging content: The content must drive high engagement, so prioritize emails with a singular, clear and compelling call to action (CTA). Maintain a text-to-image ratio of roughly 70:30, as image-only emails can trigger spam filters, and ensure all images are optimized for fast load times (generally under 400 KB in file size and 600 pixels wide).

Redefined engagement metrics: Due to technical shifts like privacy updates, open rates are unreliable. Focus on “harder” metrics to gauge true engagement: clicks, replies, low bounces and low complaints (under 0.3%). Treat open rates as a general trendline.

Strategic Campaign Deployment: Avoid a simple “lift and shift” approach during platform migration. Audit all existing campaigns by asking: Why is this needed? What is the goal/KPI? What is the cost vs. value? How does it contribute to company objectives?

Deployment Strategy: Start by activating a few high-performing, always-on triggers (like abandoned cart or loyalty emails) to provide a steady stream of positive engagement data. Be cautious with “welcome” journeys during the first four weeks, as they often have higher unsubscribe rates.

This measured approach to deployment ensures that your initial interactions with mailbox providers are characterized by high-value, low-risk engagement. However, the effectiveness of these strategic sends is inextricably linked to the underlying infrastructure you choose. Before the first message is even queued, you must align your tactical goals with the right delivery framework, ensuring that your technical foundation is robust enough to support both the immediate warming phase and your long-term volume requirements.

Evaluate your technical setup when establishing or resetting a reputation.

Choosing between a shared or dedicated IP infrastructure or assessing your current IP set-up is a critical step whenever you are establishing a presence with a new email service provider, re-evaluating your strategy for a dormant IP, or reaching out to an outdated subscriber list. While this is often viewed as a purely technical task, focusing only on the “lift and shift” of data overlooks one of the most critical risks in email marketing: the potential collapse of your sender reputation.

If you opt for, or find that you have, a shared IP, you join a pool of other senders. While you benefit from their established history, you also share their risks; any brand on that IP that triggers a block by a mailbox provider can bring down deliverability for the entire group. Conversely, a dedicated IP ensures you are the sole sender of the address. While this offers absolute control over your reputation, any IP that is brand new or has gone “cold” through several months of inactivity starts with zero standing and necessitates a complete warming schedule.

Ensure data hygiene before you send.

The fastest way to ruin a fresh IP reputation is with poor data quality. A common misconception is that a sophisticated new email marketing platform will automatically fix dirty data (spoiler warning: it won’t). It’s critical to scrub your data before importing it into the new environment.

During the audience set-up for the IP warming exercise, remove known hard bounces and invalid domains. If you send to invalid addresses during your warm-up, your bounce rate will spike, signaling to providers that your list is purchased or poorly managed.

Implementing two-factor or multifactor authentication for new subscribers on sign-up forms is a valuable security measure, in addition to the strategies already discussed. Furthermore, it is essential to double-check consent preferences. Sending communications to users who have previously opted out is a surefire way to trigger spam complaints and cause legal trouble for your organization, potentially resulting in hefty fines under consumer protection laws like CAN-SPAM (US), CASL (Canada), or GDPR (Europe).

Redefine engagement metrics.

Ten years ago, marketers relied heavily on open rates to identify engaged audiences for IP warming. We used open rates as the primary gate to determine if we could increase volume the following day.

Today, open rates have become increasingly unreliable. Privacy updates (such as Apple’s Mail Privacy Protection), bots and email prefetching can all skew data, registering “opens” where no human actually saw the email. Or vice versa: consumer preferences, like disallowing the automatic downloading of images, may not register an open even if they do open it. Because of these technical shifts, we need to look at harder metrics to gauge true engagement.

  • Clicks: A click is a definitive sign of human interest.
  • Replies: A user replying to a marketing email is a strong trust signal.
  • Low bounces: This proves list hygiene.
  • Low complaints: Keeping spam complaints under 0.3% is vital for maintainability.

When monitoring your warm-up, treat open rates as a general trendline rather than the only KPI. Focus on clicks and conversions to tell the real story.

Relying on a “lift and shift” approach can hold you back.

To minimize disruption to day-to-day business operations, many organizations attempt to migrate everything exactly as is when moving to a new email service provider. While the desire for continuity is valid, these transitional periods are the perfect time to audit your strategy, expand on what is working, and fix what isn’t. Whether you are switching platforms or re-engaging a legacy list, taking an inventory of your current program is essential.

As you inventory your current automation and blasts, consider these four questions:

  1. Why do we need to migrate this? “Because it’s currently running” is not a sufficient answer.
  2. What is the goal, and how do we measure success? If there is no clear KPI, or if you are testing without a plan to act on the results, the campaign may be dead weight.
  3. What is the cost versus the value? Specific campaigns may cost more to migrate, maintain and monitor than the business value they generate.
  4. How does this contribute to company objectives? Every email should be part of a cohesive strategy, not an isolated tactic.

Deploy your campaigns strategically.

A successful deployment—whether part of a platform migration or an IP warming effort—calls for a blend of automated and manual sending strategies. Start by activating a few of your best-performing “always-on” journeys. In many scenarios, the ideal candidates are high-engagement triggers like abandoned cart emails, loyalty program milestones, or birthday promotions. These typically generate consistent daily volume and high interaction rates, which provides a steady heartbeat of positive data for the email providers. 

However, be cautious with “welcome” journeys. While they are essential, they often carry slightly higher unsubscribe rates than other lifecycle messages. If possible, avoid prioritizing welcome series during the first four weeks of the warm-up phase to keep negative signals to an absolute minimum.

Build a foundation for the future.

Beyond clearing a technical hurdle, IP warming serves as a foundational investment in your email marketing program. By taking the time to assess your infrastructure, clean your data, audit your content strategy, and ramp up volume patiently, you do more than just appease the mailbox providers. You set a standard of quality that protects your brand's reputation and ensures your messages continue to land where they belong: in the inbox.

Build inbox trust and a strong sender reputation with disciplined IP warming strategies, data hygiene, and strategic campaign deployment. email deliverability rules IP warming email service providers data hygiene sender reputation Data Strategy & Advisory Data Privacy & Governance Customer loyalty

Are Your Emails Truly Compliant? How to Ensure One-Click Unsubscribe and Marketing Cloud Play Nice

Are Your Emails Truly Compliant? How to Ensure One-Click Unsubscribe and Marketing Cloud Play Nice

CRM CRM, Data, Data maturity 3 min read
Profile picture for user Dave Teo

Written by
Dave Teo
Sr. Marketing Cloud Consultant

Collage of two images: on the left, a person is typing quickly on a laptop keyboard. On the right, a person is opening the Gmail app on a mobile device.

As of February 2024, Gmail and Yahoo Mail have begun enforcing new email deliverability rules for bulk senders, meaning those who send 5,000 or more emails a day. These changes are designed to make it easy for recipients to unsubscribe from emails that are no longer relevant to them. And while that’s good for everyone (less irrelevant info for consumers, better engagement rates for brands), the changes incur hefty fines for non-compliance—and that’s a big deal, because many brands who think they’re in compliance have actually missed one crucial detail.

What are the new Gmail and Yahoo Mail deliverability rules?

Gmail and Yahoo Mail now require bulk senders to do the following:

  • Meet email authentication standards, including DKIM, SPF and DMARC.
  • Implement one-click unsubscribe, and honor unsubscribe requests within two days.
  • Keep their spam complaint rate below 0.3%.

Platforms like Salesforce Marketing Cloud have done a lot of the heavy lifting here, helping brands get up to speed with their current guidelines. But it’s the responsibility of brands, and partners like us, to confirm their tech stack is properly set up. Throughout this process, we’ve found a common (but easily fixed) problem that has flown under the radar until now.

Don’t overlook this one detail.

Under the new guidelines, brands must implement one-click unsubscribe, otherwise known as the list-unsubscribe header. This shouldn’t be confused with the subscription preference center link that is typically placed at the footer of every brand’s commercial emails; this is a new and additional button that now appears within the header of an email on major email provider platforms like Gmail and Yahoo Mail.

The problem: unless you’ve accounted for it, that button won’t behave as expected. When a recipient clicks the button, your system may not be set up to honor those unsubscribes in Marketing Cloud, particularly if you utilize a Custom Preference Center connected to an external source of truth such as Salesforce CRM, a common practice for most Marketing Cloud users. Instead, the request will be stored in some obscure part of the platform, unbeknownst to you. This means that your Custom Preference Center or CRM may continue to reflect the incorrect subscription preference, putting you at risk of non-compliance with unsubscription preferences. This problem may exacerbate if you are running automations that overwrite subscription preferences based on your source of truth. As a result, you may accumulate spam complaints (and fines) over time.

In short, if you are relying on an external source of truth to manage subscription preferences in Marketing Cloud, the new one-click unsubscribe button won’t automatically behave like your existing unsubscription process. You must review and, if necessary, update your subscription process to account for this additional one-click unsubscribe method that your recipients may adopt to unsubscribe from your emails.

Ensuring compliance is easy.

Want to test whether you comply with these email authentication standards? Start by checking with your email analysis tool of choice, like Google Postmaster, Microsoft Smart Network Data Services (SNDS) or Yahoo Sender Hub. These platforms allow you to easily check email performance and message authentication, including tracing spam complaints.

If you are unsure how to get started or are looking for a quick solution to ensure compliance, especially with the one-click unsubscribe (list-unsubscribe header), don't despair. Our Marketing Automation team has developed an easily deployable solution, so you can rest assured that you won't fall short of Gmail and Yahoo Mail's new email requirements.

Brands have already done so much to meet changing modern guidelines, so it would be a shame for that effort to go to waste because of an easily overlooked disconnect. But we can get you up to speed quickly and easily if you need it.



CTA: Got any concerns about Gmail and Yahoo Mail’s new email deliverability rules? Reach out and we can help!

 

Gmail and Yahoo Mail are enforcing new email deliverability rules for bulk senders—but a common technical issue can lead to non-compliance and fines. salesforce marketing cloud one click unsubscribe email deliverability rules Data CRM Data maturity

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The website has been translated to English with the help of Humans and AI

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