Execute the IP warmup plan ip-warmup-running
Once you have created an IP warmup plan and uploaded the file prepared with your deliverability consultant, you can define the phases and runs in your plan.
Each phase is composed of several runs, to which you assign a single campaign.
Define the phases define-phases
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Select the campaign you want to associate with the first phase of the IP warmup plan.
note note NOTE You cannot select a campaign that is already in use in another IP warmup plan. However, the same campaign can be used in one or more phases of the same IP warmup plan. note important IMPORTANT -
Only the campaigns with the IP warmup plan activation option enabled are available for selection. Learn more
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Only campaigns that use the same configuration as the selected IP warmup plan are available for selection.
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Once a campaign is selected for the current phase, the sections to exclude profiles, campaign audiences and domain groups are displayed.
note note NOTE Once a run is activated, exclusions cannot be modified anymore unless you split the run to a new phase. -
From the Domain groups excluded section, select the domains you want to exclude from that phase.
note note NOTE Domain exclusion requires an unexecuted phase, so you might need split a running phase to add exclusions. For example, after running IP warmup for some days, you realize that your ISP reputation with a domain (for example, Adobe) is not good and you wish to resolve it without stopping your IP warmup plan. In such a case, you can exclude the Adobe domain group.
note note NOTE You can only exclude a custom domain group that was added to the IP warmup plan template. If this is not the case, update the template with the custom domain group you want to exclude and re-upload the plan. -
From the Campaign for exclusion of profiles section, select the campaigns which audiences you want to exclude from the current phase.
For example, while executing Phase 1, you had to split it for any reason. Therefore, you can exclude the campaign used in Phase 1 so that the previously contacted profiles from Phase 1 are not included in Phase 2. You can also exclude campaigns from other IP warmup plans.
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From the Journeys for exclusion of profiles section, select the journeys with the audiences you want to exclude from the current phase.
accordion To use the Journeys for exclusion of profiles option you need to establish a relationship between the AJO Message Feedback Event and AJO Entity Record schemas. -
Create a custom Namespace which will serve as the identity type for the below steps.
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Access Adobe Experience Platform, from the Schemas menu, select the AJO Entity Record Schema and set the _id field as the primary identity, and select the previously created namespace as the Identity namespace.
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From the Schemas menu, select the AJO Message Feedback Event Schema, and navigate to the _messageID field. Select Add relationship and choose AJO Entity Record Schema as the Reference schema and your previously created namespace as the Reference Identity namespace.
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In the Profiles targeted in previous runs section, you can see that the profiles from the previous runs of that phase are always excluded. For example, if in Run #1 a profile got covered in the first 4800 people being targeted, the system will automatically ensure that the same profile doesn’t receive the email in Run #2.
note note NOTE This section is not editable.
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If needed, you can replace the campaign using the Replace button. You can also Clear the selected campaign using the Clear button. This action will not only clear the campaign but also the other phase-level properties (domain groups excludes, Campaign, Journey Exclusion, and others. After clearing, you can choose a new campaign either immediately or at a later time.
note note NOTE This action is possible only prior to activating the first run of the phase. Once a run is activated, the campaign cannot be replaced, unless you split the run to a new phase. -
You can add a phase if needed. It will be added after the last phase.
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Use the Delete phase button to remove any unwanted phase. This action is only available if no run is executed in a phase.
note caution CAUTION You cannot undo the Delete phase action. note note NOTE If you delete all the phases from the IP warmup plan, it is recommended to re-upload a plan. Learn more
Define the runs define-runs
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Select a schedule for each run to make sure it is executed at the specified time.
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Optionally, you can define a time window during which the IP warmup campaign can be executed in case there is any delays in the audience evaluation. To do so, click the Properties icon on top left, next to the name of the plan, and use the Retry run time drop-down list to select a duration - up to 240 minutes (4 hours).
note note NOTE Retries happen every 30 minutes until the end of the defined time window. For example, if you set a send time on a given day at 9am, and select 120 minutes as the retry run time, this allows a window of opportunity of 2 hours (9am - 11am) for the run to be performed for any unexpected delays in the audience evaluation.
note note NOTE If no time window is specified, the run is attempted at the send time and will fail if the audience evaluation is not completed. -
If needed, select Edit run from the More actions icon. There you can update the numbers of addresses in each column. You can also update the Last engaged field to target only the users engaged with your brand over the last 20 days for example.
note note NOTE It is recommended to modify these numbers in consultation with your deliverability expert. note note NOTE If you don’t want to apply any engagement period to a run, enter 0 in the Last engaged field. -
Select the Cancel activated runs in case of errors option to cancel a run if the qualified profiles are less than the targeted profiles once the audience has been evaluated for that run.
In case the number of qualified profiles does not match the number of targeted profiles (for example, 1500 Gmail addresses are targeted in the run, but there are only 700 Gmail qualified profiles):
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If the option is enabled, the run fails, and the run takes the Failed status.
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If the option is not enabled, the run is executed, but only the available number of profiles is targeted.
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Activate the run. Learn more
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The status ot this run changes to Live, meaning that the system has accepted the request to schedule the run.
note note NOTE The different run statuses are listed in this section. -
If the campaign execution has not started, you can cancel a live run. This action actually cancels the run schedule - it does not stop the sending.
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To duplicate any draft, live, or completed run, select Duplicate run. Upon duplication, the Edit run menu appears, enabling users to adjust the Total target profiles and the Send time as needed.
Activate runs activate-run
To activate a run, select the Activate button. Then you can activate the next runs on a daily basis.
When running multiple IP warmup plans concurrently, all targeting the same IP pool and domains, it is crucial to anticipate the potential consequences. For instance, if an ISP enforces a daily limit of 100 emails, running several plans targeting the same domains might surpass this threshold.
Make sure you have scheduled enough time to allow for the audience evaluation to be executed.
When you activate a run, several audiences are automatically created.
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If activating the first run of a phase:
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An audience is created for the campaign audiences excluded (if any), with the following naming convention:
<warmupName>-Phase<phaseNo>-Audience Exclusion
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An audience is created for the domain groups excluded (if any), with the following naming convention:
<warmupName>-Phase<phaseNo>-Domain Exclusion
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Another audience is created for the journey audiences excluded (if any), with the following naming convention:
<warmupName>-Phase<phaseNo>-Journey Audience Exclusion
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note note NOTE The audiences are cleaned up after the warmup plan is marked as completed. The system does not create a new audience in case there is no change in the excluded campaign audiences, excluded journey audiences or domain groups for subsequent phases. -
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When activating any run:
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Another audience is created for the last engagement filter, with the following naming convention:
<warmupName>-Phase<phaseNo>_Run<runNo>-Engagement Filter
.note note NOTE The audience is cleaned up after the warmup plan is marked as completed. The system does not create a new audience in case there is no change in the last engagement filter for subsequent phases. -
An audience composition is created corresponding to the audience the campaign will be sent to, with the following naming convention:
<warmupName>-Phase<phaseNo>-Run<runNo>
.note note NOTE A new audience composition is created for every run. With a limit of 10, users running multiple campaigns, journeys, and IP warmup plans simultaneously using published audience compositions must plan ahead to stay within this limit for parallel operations. The audience composition (and hence the output audience) is cleaned up when the next iteration is activated. -
An output audience is created with the following naming convention:
IP Warmup Audience-<warmupName>-Phase<phaseNo>-Run<runNo>
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Monitor the plan monitor-plan
To successfully execute your IP warmup plan, you need to monitor the reports, activate runs and check their status on a daily basis.
Use the Highlights section highlights
Once the first run is activated for a phase, the Highlights section is displayed.
It provides a quick overview of the current run and of the upcoming run. From this section you can also edit and activate the next run.
Check the run statuses run-statuses
The IP warmup plan itself serves as a consolidated report at one single place. You can check elements such as the number of Live or Completed runs for each phase, and view how your IP warmup plan is progressing.
A run can have the following statuses:
- Draft : whenever a run is created, either when creating a new plan or adding a run from the user interface, it takes the Draft status.
- Live: whenever you activate a run, it takes the Live status. It means that the system has accepted the request to schedule the run - not that the sending has started. At this stage you can observe the live run’s status by clicking on the View status button within the table. This allows you to track how many targeted profiles actually qualified.
- Completed: the campaign execution for this run is completed. You can access a detailed run report by clicking the View report button in the table. This option enables you to track the email delivery status of the run, including breakdowns specific to domain groups for enhanced monitoring. Note that the Campaign associated with it will be set as Stopped.Learn more
- Cancelled: a Live run was cancelled using the Cancel button.Learn more
- Failed: an error was encountered by the system or the campaign used for the current phase was stopped, or you enabled the Cancel activated runs in case of errors option and an error happened. If a run fails, you can schedule another run for the next day.
Use reports reports
More generally, to measure the impact of your plan, you can check the performance of your IP warmup campaigns using the Journey Optimizer campaign reports. To do so, for each completed run, you can click the View reports button. Learn more on the campaign email live report and Customer Journey Analytics report.
You can also access the reports from the Campaigns menu as your plan might use different campaigns.
Manage your plan manage-plan
At any point, if your IP warmup plan is not performing as expected, you can take the actions below.
Split a phase split-phase
If you want to add a new phase starting from a specific run, select the Split runs to a new phase option from the More actions icon.
A new phase is created for the remaining runs of the current phase.
For example, if you select this option for Run #4, Runs #4 to #8 will be moved to a new phase just after the current phase.
Follow the steps above to define the new phase.
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You can use the Replace or Clear options for that new phase.
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You can also exclude the previous campaign, or a domain that is not performing well. Learn how in this section.
Re-upload an IP warmup plan re-upload-plan
If your IP warmup plan is not performing as expected (for example, if you observe that some ISPs are marking your messages as spam), you can ask your deliverability expert to set up another IP warmup plan file and re-upload it using the corresponding button.
All the previously executed runs will be read-only. The new plan is displayed under the first plan.
Follow the steps above to define the phases from the new plan.
Let’s take an example:
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With the initial IP warmup plan, Phase 2 had 9 runs.
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4 runs were executed (not matter if failed, completed or cancelled).
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If you re-upload a new plan, Phase 2 with the first 4 executed runs will go into read-only mode.
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The remaining 5 runs (which are in draft state) are moved to a new phase (Phase 3) which shows up as per the newly uploaded plan.
Mark a plan as completed mark-as-completed
If your IPs were warmed up with the desired volume, or if your plan is not performing well enough or if you want to drop it to create another one, you can mark it as completed.
To do so, click the More button on top right of the IP warmup plan and select Mark as completed.
This option is only available if all the runs in the plan are in Completed or Draft status. If a run is Live, the option is greyed out.
The different run statuses are listed in this section.