With our Fall release, we have unveiled an automated process for easing into adding and sending to new contacts, while at the same time, allowing you to easily detect problems along the way.  Importing and sending to a new list of contacts can often produce undesired effects, especially if the contacts are stale, or if there are lots of bad email addresses.

Because of this risk, we developed the Automated Onboarding process in such a way that assesses the legitimacy of new contacts at an ever increasing rate, provided they have no negative impact on your account. On the other hand, should they prove to negatively impact your account, we will will slow the rate at which contacts are assessed to provide more time to determine the cause of the negative effects.

How Does Automatic Onboarding Affect Adding & Importing New Contacts?

Previously, we limited the number of contacts that could be added to 25K. If you wanted to import more than 25K, you needed to manually break up your list. We realized this could be a burden, so now we allow you to import/add as many contacts as you like.

Note - Automatic Onboarding applies to all new contacts added into your account, except contacts who double opt-in to receiving messages from you, and contacts added with a status of Transactional.

The steps below explain what happens once you add/import new contacts into your account:

1. When contacts get imported/added, they are given a status of Onboarding.

2.  After contacts are imported/added, you can begin sending to contacts with a status of Onboarding. On your first delivery, you can send to 50k contacts with a status of Onboarding. After you send to these first 50k contacts, they will undergo an assessment period.

3. Two days after a delivery in which you send to contacts with a status of Onboarding, we review the Onboarding contacts you have sent to and switch them to Active. During this assessment period, we determine if sending to these contacts will have any negative impact on your deliverability, delivery rating, or sender rating. Depending on performance, we increase or decrease the number of Onboarding contacts you can send to on the next delivery. Internally, any Onboarding contacts in excess of the limit you can send to are considered to be awaiting onboarding. These contacts will automatically undergo the Automatic Onboarding process when the previous assessment is complete and you schedule to send to them. This process will continue until all contacts are converted into Active contacts.

Note - You can view the number of contacts currently being assessed by going to the Contacts->Dashboard and viewing the number next to the Contacts Growth Over Past 90 Days graph.

4.  After the assessment period, we will switch their status from Onboarding to Active regardless of the assessment results. If the assessment proves to have no negative impact on your account, we will increase the number of Onboarding contacts you can send to on the next delivery. We will continue to ramp up the number of Onboarding contacts you can send to after each successful delivery until all contacts are switched to Active. This increases the rate at which Onboarding contacts are switched to Active. If the assessment indicates that sending to these contacts will have a negative impact on your account, we will decrease the number of Onboarding contact you can send to on the next delivery (i.e. we will ramp down the number of Onboarding contacts you can send to). This decreases the rate at which Onboarding contacts are switched to Active.

Note - Any Onboarding contacts that you attempt to send to in excess of your limit will be skipped. You can view the number of contacts skipped for a delivery by going to a delivery a report and viewing the Onboarding (skipped) metric.

5.  After all contacts have been made Active, the number of Onboarding contacts that can be sent to ramps down over time until it returns back to the original 50k limit. We do this to essentially "reset" the Automatic Onboarding system and prepare your account for the next import you perform.

6.  Automatic Onboarding is a seamless process that should not disrupt your day-to-day email marketing efforts, provided the contacts you add/import have no negative impact on your account. Contacts will move from Onboarding to Active automatically. If you send to a mix of contacts with different statuses, only those contacts with a status of Onboarding will be assessed. Automatic Onboarding also places no restrictions on sending to Active contacts, so you can get around to sending to contacts with a status of Onboarding at your convenience.

What do you think of Automated Onboarding?  Questions and feedback in the comments are always appreciated.

Lucas Weber
Bronto Support Services