How To Clean Your Email Lists – List Hygiene 101
Sara Kappler
Founder & CEO | CRM-Driven Marketing Agency for Growing Businesses | When you focus on your customers, growth follows.
A Guide To List Hygiene Best Practices
If you’re responsible for email marketing and CRM management, you’ve probably encountered the terms list cleaning or list hygiene. They mean: keeping your list “clean” in order to see high performing results from email marketing. It’s an often overlooked aspect of maintaining high-performance campaigns.
Over time, your email list needs to be culled in order to continue to have high results from email.
Why List Cleaning Is Important
Whether you’re in a B2C business or a B2B business, there are a lot of reasons the email addresses you captured 10 years ago are probably not serving you:
Ensuring that your contact lists are up-to-date and error-free can significantly impact your business outcomes.
Good list hygiene improves email deliverability, allows for better segmentation—leading to more targeted marketing, helps in reducing billing costs for services based on the number of contacts, and makes it much easier to migrate data should you switch platforms in the future.
Basic Approach to List Cleaning
People often get lost in the details, but the basic approach to list cleaning is actually very straightforward.
Step 1: Look at your email list, find those that have not been active in a long time and are unlikely to be active in the future.
Step 2: Suppress or delete them in your email marketing provider.
Step 3: Repeat every 6 months (This exercise gets easier and less significant with consistent cleaning).
1. Defining Active Email Addresses
What you define as an “active email address” will depend on your business and what data you have available on them from your email service provider (ESP) and data collection process. While there is no one-size fits all, there are some best practices:
For any business, it’s a good idea to regularly check and remove bounced emails. This may be done automatically by your ESP.
It’s also a good idea to remove people that have not engaged with your last 6-12 months of emails. If you’ve been sending them emails and they’re not biting – meaning opening emails, visiting your website, or showing signs of still being interested in your business and what you have to offer – it’s time to remove them.
In any business, you want to try to define those who are active, so that it will be easier to identify those who are inactive.
If you’re an e-commerce business, you likely have a lot of data about people in your ESP: If they’ve purchased from you, viewed a product page, or started checkout. Keep those that have shown interest.
If you’re a B2B business, you likely have data about how they’ve interacted with your team: If they’ve submitted a contact form, joined a sales call, been a past client or referral partner, or downloaded a guide. Keep those who have engaged.
In our business, we define inactive as someone who:
2. Managing Inactive Email Addresses
Congratulations, you’re halfway there. Next, you have to decide what to do with these inactive emails. Each ESP will be slightly different. You’ll want to check the support documentation of your ESP and understand how you are being billed – this is key. The idea is you aren’t going to be emailing inactive profiles, so you don’t want to have to pay for them.
In HubSpot, this could mean you decide to set these contacts as “non-marketing contacts.” In Klaviyo, it could mean you decide to suppress these contacts.
It’s always better to preserve the data of inactive email addresses if it’s possible to do so. If you’re not sure, start a support ticket with your ESP and ask them what the best way is to manage this. If for some reason you do have to delete them from your ESP, take a moment and back up the data for their profiles first.
Managing Inactive Emails By Email Service Provider
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See the full table and supporting links over on our blog.
If you need more help, consider an email marketing audit and we can guide you through the process, taking into account your unique business and data.
Advanced Cleaning Strategies
Those are the basics, but as an email marketing agency we can get pretty advanced when it comes to list cleaning. We see the benefits, and the direct impact on deliverability, so we’ve developed strategies to “clean along the way.”
Just like a house cleaner will tell you it is always preferable to clean regularly so the “deep cleans” aren’t as intensive, the same concept applies to cleaning your email list.
And the good news is, there are ways to put this cleaning on autopilot so you don’t have a daunting deep clean to do.
Here are a few strategies you might consider exploring if you haven’t already.
Running a re-engagement campaign before removing an email: Re-engagement, or win-back email campaigns invite people to remain engaged with your company before you stop emailing them. You can do this in a variety of ways. Maybe it’s announcing news that might have gotten missed or offering something new to them. Sometimes it’s sending personalized emails stating that you miss them.
Automate marking email lists as inactive: Most tools, like Klaviyo and HubSpot will let you create “inactive profile” segments and they just keep running. Anytime someone meets your defined conditions, they’re entered into the segment. What this means is that your list cleaning gets a lot easier, you don’t have to start from scratch. Go in every 6 months and empty that segment.
Should You Use An External List Cleaning Tool?
We get this question a lot: Are external list cleaning tools necessary? An email validation tool lets you run a list of emails through them for a fee, and return data to you about the addresses’ validity. That can be used as part of list cleaning when you don’t have enough data to identify whether the email address is active.
As an agency, we use them often for this purpose. Conduct a thorough cleaning, then set up a re-engagement campaign, and have minimal ongoing cleaning. This is a very simple and straightforward project for us as CRM experts.
Here’s an overview of a few external tools to give you an idea. There are many on the market, and they do more than just help you clean your list, so choose wisely.
ZeroBounce is perfectly fine if you’re really working with high volumes. But if you do this regularly, we recommend taking a look at Alfred because of its features – easily saves a few hours and makes it worth the added expense in our experience.
However, at the end of the day any reputable list cleaning tool will be a good idea.
The important thing with any of these tools is that to keep your costs down, you really want to run the minimum through it. Meaning, don’t fall into the trap of “running your whole list through an external service.” Use your ESP to create a segment of “likely inactive” addresses first. If someone is active, you don’t need to review their email list.
Maximizing Email ROI
When it comes to email marketing, maintaining a clean list isn’t just about deliverability – it’s about your bottom line. Costs are increasing across the board. Every contact you keep represents a cost, whether in your ESP billing or in potential deliverability issues that could harm your sender reputation and your email marketing ROI.
The most cost-effective approach to list hygiene is prevention. By implementing regular cleaning practices, you’ll spend less time and money on major clean-up projects in the future.
FAQs
Still have questions? Check out our Email List Cleaning FAQ over on our blog.
Overwhelmed with your list hygiene project?
At Centric Squared, we specialize in email marketing and have deep CRM expertise to make sure your list is always in great shape for maximum results. Ready to improve your email marketing ROI? Book a call with our team today, and let’s see how we can help you.
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6 天前great read Sara Kappler
Founder | Creating a Positive Ripple in the World | Principal Consultant at HRAnswers.org | Equity Advocate | Speaker | Certified Workshop Facilitator | Kolbe 8-4-4-4 | Award-Winning HR Pro - HRUnite!
6 天前Great article, Sara ???? Maintaining an effective list isn’t as easy as it seems!!