ESP Needs

General Account

Email Engagement Metrics

Data Management
Campaign Specific
Costs
 ESP1
count
Dedicated account manager
Help Desk available 24/7 via email and phone
Average time taken to answer/resolve help desk tickets
Dedicated ISP
Notification and guidance on ISP issues if they arise
Flexible send volume amounts - monthly, seasonal, yearly
Capture standard email engagement metrics, including sends, delivered, bounces, unsubs, opens, clicks, and associated
percentages
Capture standard post-click email metrics, including orders, revenue and associated percentages
Max number of user accounts we can create
Max number of user accounts that can access help desk services
Ability to limit permissions of user accounts
Cloud based software accessable through web address UI
Limitations on browsers compatible with cloud UI
gement Metrics
Customizable email reports
Ability to save custom reports to run again at later date
Robust email reporting with image based (graph) meaurements
Ability to automate email reporting
Ability to access and download email reporting at any time
Ability to see trended email reporting over time
Click-thru reporting overlaid on html creative
Ability to send transactional emails without unsub link
Ability to change From Name on campaign to support different lines of business
Ability to use our own html code without needing to leverage ESP internal creative teams
Ability to update links on live & automated campaigns
Limit of time to access engagement data (sent, clicks, opens, etc.)
Limit of time to use engagement data to define segmentation
gement
Account record limit on ESP database
Ability to throttle sends - per hour
Ability to create forms through ESP that would map data directly into email tables
CSV format supported for data uploads & downloads
 Accurate record counts for segment filters
Ability to save and reuse segment filters
Ability to download segmentation filter account record information
Easy UI for segmentation filter builder
Ability to leverage SQL for segmentation filter builder if needed
Ability to host preference center through ESP
Ability to feed preference data into ESP for segmentation needs
One to one relationship tables supported
Limit on custom field columns in one to one relationship tables
One to many relationship tables supported
Limit on custom field columns in one to many relationship tables
Ability to easily join multiple data tables for segmentation for campaign sends
Limitations on how many table joins can be used for segmentation
Max amount of records that can be downloaded through ESP UI front end
Max amount of records that can be downloaded through ESP back end
Ability to define lead scoring per account record
Cart abandon functionality out of box if integrated with website data
Provide connection specs to align our data sources to ESP
Connection & integration with [Analytics Platform]
Connection & integration with [Business Intelligence/CRM]
Connection & integration with [eCommerce solution]
Connection & integration with [Sales tracking]
Ability to connect outside data via FTP
Ability to connect outside data via API
Specific
Supported functions for personalized content, Subject lines & urls
Ability to build html with dynamic content areas for population based on data within ESP
QA email creative & subject line before send ("spam check")
Email creative rendering preview including personalized & dynamic content pieces
Ability to send proofs of all dynamic email combinations to one email address for QA
Ability to trigger automated messages based on data criteria within ESP
Ability to trigger automated messages from outside data flowing into ESP
Auto dedupe on email address before campaign is sent
Ability to hold out control groups for incremental lift testing
Ability to A/B test subject line
Ability to A/B test creative
Ability to send "winner" of an A/B test to remainder of segment
Ability to define campaign prioritization - control touch points per day/week

Set up fees
CPM fees
Misc one time fees
Annual fees
Misc annual fees
Contract length
ESP2 ESP3 ESP4