About Guided Warming

read
Last updated at:

Overview

Warming your sending infrastructure trains inbox providers to view you as a “good sender.” This is essential any time you move to a new email service provider or update your DNS records (e.g., after setting up dedicated sending infrastructure). In Klaviyo, we aim to make this as seamless as possible by offering guided warming to accounts who meet the prerequisites listed below.

In this article, you will learn more about guided warming and whether or not you qualify. During guided warming, Klaviyo will inform you of whether or not your campaign sending practices align with the stage of warming you are in. If you exceed the appropriate audience size, Klaviyo will alert you and automatically exclude unengaged audiences in an effort to adequately warm your account.

Prerequisites

Guided warming will not appear in everyone's account; rather, you must meet certain prerequisites. To see guided warming notifications, you must meet the following qualifications:

  • Recently created a new account or moved to a dedicated infrastructure
  • Have at least 5,000 active profiles
  • Have engagement data (i.e., at least 100 email clicks within the last 30 days) in Klaviyo (for new customers, this can be synced from a previous ESP as long as it is one of the following: Mailchimp, Constant Contact, Campaign Monitor, or ExactTarget)
  • Sent at least one campaign to greater than or equal to 1000 recipients in the last 30 days (including those sent on one of the four qualifying ESPs mentioned above)

If you are in the process of warming but do not meet the prerequisites for guided warming, you will still be informed that you are in the warming process. In this case, you will see a banner on the campaign sending page informing you that your account is in warming and a status (e.g., 10% through warming) to help you track your progress.

About Guided Warming

If you meet the above qualifications, you will be notified on the campaigns page and via a banner on the campaign builder stating that you are in the process of guided warming. During guided warming, Klaviyo will optimize your audience to help you maintain good deliverability as you ramp up.

guided_warming_1.png

As you add lists or segments to send to or exclude from receiving your campaign, Klaviyo will instruct you on best practices to refine this audience. When Klaviyo sees that your audience aligns with best practices for warming your account, then you will see a success message as displayed below.

Guided_Warming_redo_2.png

Alternatively, if Klaviyo determines that sending to your selected recipients will harm your deliverability and the amount of contacts you are sending to needs to be refined, unengaged subscribers will automatically be excluded from receiving your campaign and a banner will inform you of any changes that were made. This unengaged audience is not a segment that you create; rather it is a “smart audience,” that is maintained by Klaviyo and automatically updated at each stage of your warming progress.

guided_warming_3.png

Moreover, if Klaviyo determines that 90% or more of your audience is unengaged, you will see the following notification, urging you to exclude unengaged recipients and reassess who you send to. More specifically, we recommend sending to an engaged segment

guided_warming_7.png

We highly recommend that you follow these guided warming suggestions. That said, you can choose to include the unengaged audience by toggling off the guided warming setting. For example, if you have a legal obligation to contact everyone who has purchased a particular product, or if you are sending to an uploaded list of profiles that you do not have engagement data for in Klaviyo, then you may need to ignore this suggestion.

When you do so, a confirmation box will appear with more information on why excluding these profiles is important. If you wish to proceed despite this warning, click Ignore Guidance. Note that this is not a best practice, and we recommend abiding by the suggestions to maintain good deliverability.

ignore_warming_edit.png

Guided warming will continue over time as you send with Klaviyo (or your newly created dedicated sending domain) to ensure that you reach the right audiences to maximize deliverability. As you progress, the recommendations will evolve depending on the stage of warming you are in.

When you finish the warming process, you will see a success message appear. The message will inform you that you have completed warming and can gain additional information on how to maintain a healthy sender reputation.

Guided_warming_complete.png

How to Know Where You Are in the Warming Process

Warming progress is displayed as a percentage in Klaviyo. This percentage depends on your current audience definition, the number of campaigns you have sent with an audience of over 1,000 profiles, and any qualifying sends (i.e., campaign sends that boost your deliverability).

To see where you are in the warming process, click into your Campaigns tab for a status, or look at the right-hand corner of the Guided Account Warming box of your campaign builder when sending your next campaign. For example, a banner similar to the one below will display when you are 0% of the way through warming your account.

guided_warming_redo_3.png

Additional Resources

x
Was this article helpful?
9 out of 11 found this helpful