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Six Questions You Should Ask before 
Choosing an Email Service Provider 
Ed Kuderna 
Managing Director, 
Yesmail Interactive 
“The process of selecting and migrating to a 
new Email Service Provider (ESP) entails diligent 
preparation and comprehensive evaluation of each 
candidate, their capabilities, and the overall fit with 
your organization’s business objectives, technology 
requirements, and last but not least, culture. 
Below are six key questions you should ask your 
prospective new ESP:” 
What are the core, list/data management, customization, and 
#1 integration functionalities of your email marketing platform? 
Having the right functionalities is arguably the cornerstone for selecting the right ESP. With hundreds 
of features to choose from, however, it’s often challenging for marketers to identify the ones that matter 
most. That’s why we’ve broken out the broad Functionality umbrella into 4 components, essential for the 
success of most marketing programs. 
Core Functionalities: those include testing capabilities, flexibility of email creation, ability to deploy 
automated & triggered campaigns, as well as multichannel campaign execution. These functionalities are 
the building blocks of your marketing campaigns, starting with email and extending to social media and 
display ads, all within a single platform. 
List/Data Management: it is important that an ESP can offer flexible data management options including 
the ability to serve as the database of record or tightly coordinate with the database of record. The ability 
to collect and store different types of data, such as email, purchase, browse behavior as well as data on 
subscriber tenure, lifecycle stage, and demographics, is essential for a sophisticated marketing program. 
Marketers’ ability to access this data at any point in order to develop relevant interactions, with the right 
database segment, at the right time, is equally important. 
1.877.937.6245 | sales@yesmail.com | www.yesmail.com
Customization: the ability to develop custom framework that conforms to the unique program 
requirements and goals of each client is instrumental for a great partnership and is indicative of the 
adaptability of the ESP’s engineering resources and technology framework. 
Integration: this component of an ESP’s functionality is extremely important for marketers who run 
multi-faceted, data-driven programs that require their email platform to run in unison with another 
technology solution. An ESP’s capability to develop seamless integration between its platform and 
another solution is a great indicator of the flexibility of their technology. 
What reporting capabilities does your email platform offer? 
Marketing without measurement is a shot in the dark, so having the right reporting tools is essential for 
assessing the success of your overall program and its components. Program success is often measured 
by metrics beyond standard inboxing, open, and click rates. That’s why it’s critical to choose an ESP 
that has the tools to determine audience composition (openers, clickers, purchasers, dormant, domain 
subscription), database activity (currently active, recently active, lapsed, inactive), database tenure (new-to- 
database, recently joined, tenured, etc.), after-the-click tracking (email-generated purchases on 
various devices & platforms), device preference, and email viewership (mobile, desktop, hybrid). Program 
adjustments based on these metrics can greatly enhance targeting, increase revenue, and maximize 
program ROI. 
What’s the structure of your deliverability services and does it 
have each of the following components: Technology, People, and 
Process? 
Many marketers forget that deliverability is a people business, and not exclusively a technology 
business. Technology, of course, is a key component enabling marketers to detect issues and, even 
more importantly, prevent them through pre-flight testing, ISP inbox testing, and rendering testing. 
Technology, however, has little impact when it comes to planning and issue resolution – that’s when 
dedicated deliverability experts step in and communicate with each internet service provider (ISP). 
Deliverability staff should play an instrumental role in helping you plan new programs and testing 
existing ones. They should also be available to work through blocking issues to immediately address 
and remedy the problem. Throwing technology at a deliverability issue without having a strong network 
of people who manage ISP and blacklist relationships in real-time, is rarely an effective approach. It’s 
symptomatic of a flawed process. 
1.877.937.6245 | sales@yesmail.com | www.yesmail.com 
#2 
#3
What’s your account management and customer support 
structure? 
The ability to cater to and support each client’s unique setup and team structure is fundamental for a 
successful partnership. Being able to choose the type of account management structure that fits your 
organization best is a ‘must’. From full service account management that enhances and implements every 
program component, through hybrid account structure that utilizes a retainer of account management 
hours, to self service account structure that requires dedicated internal resources, marketers should 
be able to pick what works best for them and easily change their service model should they need to. 
Similarly, having access to technical support 24/7 is an important consideration when evaluating ESPs. 
If there are questions or issues that require immediate attention during non-business hours, your 
deliverability team should provide a solid support structure and ensure a safety net for the success of your 
program. 
What complementary services are available to help you understand 
your customers and build meaningful experiences to help you 
deepen your relationship? 
In the past couple of years, marketers have continuously identified organizational silos as one of the 
biggest challenges to successful marketing programs. An ESPs’ ability to provide additional services 
as part of an all-encompassing marketing solution is one effective way to tackle this challenge. The 
metrics collected by your ESP can be a great foundation for developing informed creative, strategic 
recommendations, data-driven insights, and implementing data enhancement spanning different 
channels and improving overall marketing effectiveness. The ability to maintain an in-house, cohesive 
and cross-functional team with broad marketing expertise is necessary to achieving that. 
1.877.937.6245 | sales@yesmail.com | www.yesmail.com 
#4 
#5
How do your ESPs’ corporate values align with those of your 
Like with any partnership, it all comes down to trust. Picking an ESP that shares your corporate values 
and places emphasis on a positive company culture means you have entrusted the right people with 
the future of your program and the relationships with your clients and prospects. While the cultural and 
value fit between two companies can be hard to discern right away, you can easily spot them during 
the RFP process – does the ESP pose questions about your biggest challenges, your goals, the pattern of 
interaction with your customers, and the way you want to be perceived in the market? Or are they mostly 
focused on defining technical requirements and replicating your existing program instead of bringing it 
to the next level? 
Ed’s global team delivers on Yesmail’s promise to our customers by providing 
strategic insight, in-depth product knowledge and operational support. His passion 
is clearly reflected in his team’s in-depth knowledge and zeal for interactive 
marketing. 
Ed calls on his 25 years of marketing, leadership and management experience to 
grow people, process, technology and customers. Prior to joining Yesmail, Ed was 
with Aprimo as Director of Multichannel Campaign Management Practice and 
Director of the Centers of Marketing Excellence. He also held Professional Service 
leadership positions at DoubleClick, Protagona and Allstate Insurance Company. 
1.877.937.6245 | sales@yesmail.com | www.yesmail.com 
#6 organization? 
“Ask these questions during the selection process 
because, in the end, the conviction that a partner 
has your company’s best interest in mind, is what 
breaks the proverbial tie.”

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6 Questions to Ask Your Future ESP

  • 1. Six Questions You Should Ask before Choosing an Email Service Provider Ed Kuderna Managing Director, Yesmail Interactive “The process of selecting and migrating to a new Email Service Provider (ESP) entails diligent preparation and comprehensive evaluation of each candidate, their capabilities, and the overall fit with your organization’s business objectives, technology requirements, and last but not least, culture. Below are six key questions you should ask your prospective new ESP:” What are the core, list/data management, customization, and #1 integration functionalities of your email marketing platform? Having the right functionalities is arguably the cornerstone for selecting the right ESP. With hundreds of features to choose from, however, it’s often challenging for marketers to identify the ones that matter most. That’s why we’ve broken out the broad Functionality umbrella into 4 components, essential for the success of most marketing programs. Core Functionalities: those include testing capabilities, flexibility of email creation, ability to deploy automated & triggered campaigns, as well as multichannel campaign execution. These functionalities are the building blocks of your marketing campaigns, starting with email and extending to social media and display ads, all within a single platform. List/Data Management: it is important that an ESP can offer flexible data management options including the ability to serve as the database of record or tightly coordinate with the database of record. The ability to collect and store different types of data, such as email, purchase, browse behavior as well as data on subscriber tenure, lifecycle stage, and demographics, is essential for a sophisticated marketing program. Marketers’ ability to access this data at any point in order to develop relevant interactions, with the right database segment, at the right time, is equally important. 1.877.937.6245 | sales@yesmail.com | www.yesmail.com
  • 2. Customization: the ability to develop custom framework that conforms to the unique program requirements and goals of each client is instrumental for a great partnership and is indicative of the adaptability of the ESP’s engineering resources and technology framework. Integration: this component of an ESP’s functionality is extremely important for marketers who run multi-faceted, data-driven programs that require their email platform to run in unison with another technology solution. An ESP’s capability to develop seamless integration between its platform and another solution is a great indicator of the flexibility of their technology. What reporting capabilities does your email platform offer? Marketing without measurement is a shot in the dark, so having the right reporting tools is essential for assessing the success of your overall program and its components. Program success is often measured by metrics beyond standard inboxing, open, and click rates. That’s why it’s critical to choose an ESP that has the tools to determine audience composition (openers, clickers, purchasers, dormant, domain subscription), database activity (currently active, recently active, lapsed, inactive), database tenure (new-to- database, recently joined, tenured, etc.), after-the-click tracking (email-generated purchases on various devices & platforms), device preference, and email viewership (mobile, desktop, hybrid). Program adjustments based on these metrics can greatly enhance targeting, increase revenue, and maximize program ROI. What’s the structure of your deliverability services and does it have each of the following components: Technology, People, and Process? Many marketers forget that deliverability is a people business, and not exclusively a technology business. Technology, of course, is a key component enabling marketers to detect issues and, even more importantly, prevent them through pre-flight testing, ISP inbox testing, and rendering testing. Technology, however, has little impact when it comes to planning and issue resolution – that’s when dedicated deliverability experts step in and communicate with each internet service provider (ISP). Deliverability staff should play an instrumental role in helping you plan new programs and testing existing ones. They should also be available to work through blocking issues to immediately address and remedy the problem. Throwing technology at a deliverability issue without having a strong network of people who manage ISP and blacklist relationships in real-time, is rarely an effective approach. It’s symptomatic of a flawed process. 1.877.937.6245 | sales@yesmail.com | www.yesmail.com #2 #3
  • 3. What’s your account management and customer support structure? The ability to cater to and support each client’s unique setup and team structure is fundamental for a successful partnership. Being able to choose the type of account management structure that fits your organization best is a ‘must’. From full service account management that enhances and implements every program component, through hybrid account structure that utilizes a retainer of account management hours, to self service account structure that requires dedicated internal resources, marketers should be able to pick what works best for them and easily change their service model should they need to. Similarly, having access to technical support 24/7 is an important consideration when evaluating ESPs. If there are questions or issues that require immediate attention during non-business hours, your deliverability team should provide a solid support structure and ensure a safety net for the success of your program. What complementary services are available to help you understand your customers and build meaningful experiences to help you deepen your relationship? In the past couple of years, marketers have continuously identified organizational silos as one of the biggest challenges to successful marketing programs. An ESPs’ ability to provide additional services as part of an all-encompassing marketing solution is one effective way to tackle this challenge. The metrics collected by your ESP can be a great foundation for developing informed creative, strategic recommendations, data-driven insights, and implementing data enhancement spanning different channels and improving overall marketing effectiveness. The ability to maintain an in-house, cohesive and cross-functional team with broad marketing expertise is necessary to achieving that. 1.877.937.6245 | sales@yesmail.com | www.yesmail.com #4 #5
  • 4. How do your ESPs’ corporate values align with those of your Like with any partnership, it all comes down to trust. Picking an ESP that shares your corporate values and places emphasis on a positive company culture means you have entrusted the right people with the future of your program and the relationships with your clients and prospects. While the cultural and value fit between two companies can be hard to discern right away, you can easily spot them during the RFP process – does the ESP pose questions about your biggest challenges, your goals, the pattern of interaction with your customers, and the way you want to be perceived in the market? Or are they mostly focused on defining technical requirements and replicating your existing program instead of bringing it to the next level? Ed’s global team delivers on Yesmail’s promise to our customers by providing strategic insight, in-depth product knowledge and operational support. His passion is clearly reflected in his team’s in-depth knowledge and zeal for interactive marketing. Ed calls on his 25 years of marketing, leadership and management experience to grow people, process, technology and customers. Prior to joining Yesmail, Ed was with Aprimo as Director of Multichannel Campaign Management Practice and Director of the Centers of Marketing Excellence. He also held Professional Service leadership positions at DoubleClick, Protagona and Allstate Insurance Company. 1.877.937.6245 | sales@yesmail.com | www.yesmail.com #6 organization? “Ask these questions during the selection process because, in the end, the conviction that a partner has your company’s best interest in mind, is what breaks the proverbial tie.”