What this covers#
A short definition of each term you are likely to meet when you send email campaigns — in this
knowledge base, in your sending provider's dashboard and in campaign reports. The terms are grouped
by topic. Where a term has a full article, the definition links to it.
Audience and permission#
| Term |
What it means |
| List |
A set of contacts you send to. Each contact has at least an email address; most lists also store a name and other details. |
| Contact (subscriber) |
One person on a list. |
| Opt-in |
A person agreeing to receive your email — for example by filling in a signup form. |
| Single opt-in |
The address joins the list as soon as the form is submitted. |
| Double opt-in (confirmed opt-in) |
After submitting the form, the person clicks a link in a confirmation email before the address joins the list. It proves the address exists and belongs to the person who signed up. |
| Consent |
The permission a person gave you to email them. Several laws require you to be able to show when and how it was given. |
| Unsubscribe (opt-out) |
A person's request to stop receiving your email. Every marketing email must offer a working way to do it. |
| Suppression list |
Addresses you must not send to again — people who unsubscribed, complained or hard-bounced. It is kept even when the address is imported again later. |
| Segment |
A part of a list chosen by rules, such as "clicked in the last 90 days" or "country is Germany". |
| Custom field |
Extra information stored for each contact — company, plan, birthday — that you can segment on or insert into an email. |
| Role address |
An address that belongs to a function rather than a person, such as info@ or sales@. No single person signed up, so consent is hard to show, and some sending providers restrict mail to these addresses. |
Sending#
| Term |
What it means |
| ESP (email service provider) |
A company or platform that sends email for you and gives you tools to manage lists and campaigns. |
| Sending server (sending service) |
The system that actually transmits your messages: your own mail server, or a service such as Amazon SES, SendGrid or Mailgun. |
| SMTP |
Simple Mail Transfer Protocol — the standard mail servers use to pass messages to each other. |
| MTA (mail transfer agent) |
Mail server software that sends and receives email over SMTP, such as Postfix. |
| Mailbox provider |
The company that hosts the recipient's inbox — Gmail, Outlook.com, Yahoo and so on. |
| Sending domain |
The domain in your From address, for example news.example.com. |
| Envelope sender (Return-Path) |
The address bounces go back to. It is set when the message is handed over and can differ from the From address the reader sees. See Return-Path vs Envelope-Sender. |
| MX record |
A DNS record naming the servers that accept mail for a domain. |
| Dedicated IP |
A sending IP address used only by you, so its reputation reflects only your mail. See Dedicated vs Shared Sending IP. |
| Shared IP |
An IP address a sending provider uses for many senders at once. |
| Throttling |
Limiting how fast you send, for example to a maximum number of messages per hour. See Email Throttling & Rate Limits. |
| Warmup |
Raising volume gradually on a new IP address or domain, so mailbox providers can build a reputation for it. See Domain Warmup. |
Authentication#
| Term |
What it means |
| SPF |
Sender Policy Framework. A DNS record listing the servers allowed to send mail for your domain. |
| DKIM |
DomainKeys Identified Mail. The sending server signs each message with a private key; the receiver checks the signature against the public key in your DNS. A valid signature shows the message was not changed on the way and was authorised by the signing domain. |
| DMARC |
A DNS record that tells receivers what to do with mail that fails authentication for your domain — nothing (p=none), send it to spam (p=quarantine) or refuse it (p=reject) — and where to send reports. |
| Alignment |
For DMARC, the domain that passed SPF or DKIM must match the domain in the From address the reader sees. |
| BIMI |
A DNS record that lets supporting mailbox providers show your logo next to your mail. It needs a DMARC policy of quarantine or reject, and Gmail also requires a mark certificate. See BIMI Setup. |
How to publish all three records: How to Set Up SPF, DKIM, and DMARC Records.
Delivery results#
| Term |
What it means |
| Delivered |
The receiving server accepted the message. It says nothing about which folder the message landed in. |
| Bounce |
A message the receiving server refused, reported back to the sender. |
| Hard bounce |
A permanent failure, such as an address that does not exist. Stop sending to it. |
| Soft bounce |
A temporary failure, such as a full mailbox or a server that is briefly unavailable. The message is retried; an address that keeps soft-bouncing is eventually treated like a hard bounce. See Hard Bounce vs Soft Bounce. |
| Complaint (spam report) |
The recipient clicked "Report spam" (or the equivalent) in their mail app. |
| Feedback loop (FBL) |
A service some mailbox providers run that reports complaints back to the sender, so the address can be suppressed. See Feedback Loops (FBL). |
| Inbox placement |
Where a delivered message was filed — the inbox, a tab such as Promotions, or the spam folder. |
| Deliverability |
Your overall ability to get mail into inboxes, not merely delivered. |
| Sender reputation |
The trust mailbox providers place in your sending IP addresses and domains, built from how your mail has been received over time. |
| Spam trap |
An address that no active person uses, kept to catch senders who mail addresses they should not have. |
| Blocklist |
A list of IP addresses or domains known for sending spam, which many receiving servers check before accepting mail. |
Messages#
| Term |
What it means |
| Campaign |
One email sent to a list or segment at a time you choose, such as a newsletter or a promotion. |
| Automation (workflow) |
Emails sent automatically when a contact does something or meets a condition, such as signing up or buying. |
| Transactional email |
A message triggered by one person's action, such as a receipt or a password reset, rather than sent to a list. |
| Subject line |
The line shown in the inbox before the message is opened. |
| Preheader |
The short text most inboxes show next to or under the subject line. It is taken from the start of the email unless you set it. |
| Merge tag |
A placeholder, such as the contact's first name, replaced with each contact's own data when the email is sent. |
| Call to action (CTA) |
The link or button asking the reader to do the one thing the email is for. |
| A/B test (split test) |
Sending two versions of an email to parts of a list to see which works better, then sending the winner to the rest. |
| List-Unsubscribe header |
A hidden header that lets mail apps show their own unsubscribe button. With the "one-click" version (RFC 8058) the app unsubscribes the person without opening a web page. |
Metrics#
| Term |
What it means |
| Open rate |
Unique opens ÷ delivered emails. Opens are detected with a tiny tracking image, so privacy features that load images automatically make the number less reliable. See Open Rates + Apple MPP. |
| Click rate (CTR) |
Unique clicks ÷ delivered emails. |
| Click-to-open rate (CTOR) |
Unique clicks ÷ unique opens. |
| Bounce rate |
Bounces ÷ emails sent. |
| Unsubscribe rate |
Unsubscribes ÷ delivered emails. |
| Complaint rate (spam rate) |
Complaints ÷ delivered emails. |
| Conversion rate |
People who completed the goal — a purchase, a signup — divided by delivered emails or by clickers. Always say which. |
"Unique" means each recipient is counted once, however many times they opened or clicked.
What to do after#