If you are only considering changing ESPs or if you have already made the decision to move to a new ESP, notify your CSM as soon as possible so you can get more information and so you have time to properly plan the migration.
As a Certification customer, your new IPs will undergo a compliance check before they are added to your account. Be sure all requirements are met to expedite the approval process.
Step 1: Notify your CSM
If you are an Enterprise or Professional level service customer, your CSM will guide you through this process and work with the Certification team to add your new IPs.
If you are a Certification-only customer, please follow the steps below.
Step 2: Choose an ESP
For specific questions you can ask an ESP during your due diligence process, refer to the Validity blog:
Supporting resources:
- ClickMail Marketing’s free ESP Selection Guide (scroll down the page and on the Choose tab, click on READ OUR GUIDE)
Step 3: Acquire your new IP address number(s) and domain name(s) from your new ESP and/or hosting provider. Don’t start your warmup yet!
- If you are a Certification customer, be sure the IPs are dedicated. Only dedicated IP addresses can be added to your Certification account.
Step 4: Add the new IPs to your Certification account.
Contact the Certification team by sending an email to: certification@validity.com. Be sure to include the following information:
- Your business name
- Your name and contact information
- The reason for the request: Changing ESPs and obtaining new IPs
- The list of new IPs you wish to add to your account
- The sending domains (friendly-from) to be used with your new IPs
- The return-path domains to be used with your new IPs
- The d=domain from your DKIM signature
- Are you sending a new mail stream from the new IPs?
- Will corporate mail be sent from your new IPs or just marketing mail?
- Are you increasing the volume of email sent from the new IPs?
New IPs undergo infrastructure checks from the Certification team to ensure they comply with Certification requirements. These checks often surface issues that could cause problems during the IP warmup which you can fix before the warmup begins.
Step 5: Set up or edit a monitoring profile for your new IP and domain within Everest
Start collecting data on your new IPs to help spot potential issues with your deliverability and sending reputation during and after the warmup process.
- Set up the Everest Seed List with your new ESP
- Set up your Everest Engagement tracking pixel
Step 6: Warm up new IP and/or new domain
Warming up your new IP address or domain is extremely important and can have a negative effect on your deliverability if not managed correctly.
Prior to warming up your new IP, confirm that the new IP has been added to your Certification account by checking your Certification dashboard in Everest or by reviewing your Daily Performance Report (DPR). During the warmup process, your new IP will receive Certification benefits as long as compliance thresholds are met.
If you need a detailed warmup plan created for you, please speak to your CSM or CAE for information about what Validity's Professional Services team can do for you.
If you prefer to warmup your new IP or domain on your own, the articles below can provide general guidance to help you warm them up successfully.
If you have any delays during the warmup process, please keep your CSM and/or the Certification team updated to help prevent potential suspensions of your new IPs. Delays sometime happen, so keeping the Certification team updated can help the process go smoothly. Contact the Certification team by sending an email to: certification@validity.com.
Step 7: Notify the Certification team when the warmup is complete and the old IPs have zero volume.
Contact the Certification team by sending an email to: certification@validity.com. Let them know that the warmup is complete so they can remove the old IP addresses from your account. Be sure to include your business name, your name and contact information, and the list of old IP addresses you wish to remove from your account.
