Improve and Scale
Chapter 11: The Deliverability Checklist
Before improving your emails, make sure you’re giving them a fair chance of reaching people. Use this checklist to review your sending setup, audience quality, unsubscribe experience, and the signals that tell you something needs attention.
Work through the checks with whoever manages your email platform and domain settings. Mark anything you cannot verify as ‘Needs review.’
Technical guidance checked October 21, 2026. Sender requirements can change; current provider documentation is linked below.
Delivered does not always mean inboxed
An email marked ‘delivered’ has generally been accepted by the receiving mail server. That does not tell you whether it appeared in the inbox or spam folder.
Authentication establishes sender identity. Audience quality, complaints, sending behaviour, and recipient engagement also influence delivery outcomes. No checklist guarantees inbox placement.
Confirm your sending identity
Email · Group 1
Start with the setup that tells receiving providers who is sending your email.
01Our branded sending domain is verified and active
In Klaviyo, confirm that the branded sending domain is verified and activated, rather than simply added to the account. Use the records generated for your own account and coordinate changes with whoever manages DNS.
What to check: Check the domain’s current status and review Klaviyo’s setup instructions.
02Real messages pass authentication
Inspect the authentication results of an actual message sent through your platform. SPF identifies authorized sending infrastructure; DKIM adds a verifiable signature. DMARC checks alignment with the visible From domain and defines how failures should be handled.
What to check: Have your platform or technical owner verify SPF, DKIM, and DMARC results, including alignment.
A DNS record existing is not the same as a real message passing. Review all legitimate services sending for the domain before tightening DMARC enforcement.
03We have reviewed the requirements of our recipients’ mailbox providers
Mailbox providers set their own requirements, including additional rules for bulk senders. Use the current official guidance instead of assuming every provider uses the same thresholds.
What to check: Confirm authentication, unsubscribe, and sending requirements with your platform or technical owner.
Know who you are sending to
Email · Group 2
A large audience is only useful when people expect your messages and still have a reason to receive them.
04We know where subscribers came from
Review the signup sources feeding your list. A subscriber should understand which brand will contact them and what they are signing up for. Avoid purchased, rented, or scraped lists.
What to check: Spot-check recent profiles and the forms, imports, or integrations that created them. Review questionable sources before sending to those contacts.
05Suppressions and unsubscribes stay excluded
Review how your platform handles unsubscribes, spam complaints, and hard bounces. Confirm imports and integrations do not accidentally restore marketing eligibility.
What to check: Check exclusions on both campaigns and flows. Preserve suppression history when moving data between systems.
06Our engagement rules reflect real customer behaviour
Use a simple approach to recent engagement and customer activity. Apple Mail Privacy Protection can create open events without a person reading the email, so opens alone are not reliable proof of interest.
What to check: Review privacy-affected opens alongside meaningful clicks, purchases, signup recency, and your normal buying cycle. Customer activity does not override an unsubscribe.
You do not need dozens of segments. You need a clear reason for including or excluding someone.
07We have a plan for long-inactive subscribers
Decide how you reduce or stop routine marketing to people who consistently show no meaningful activity. The appropriate window depends on sending frequency, purchase cycle, and available signals.
What to check: Document your inactivity rule and review any re-engagement approach before including a large dormant audience.
Make unsubscribing straightforward
Email · Group 3
08The visible unsubscribe link works
Send a test and follow the unsubscribe path. Make sure people can stop marketing without signing in or navigating a confusing process.
What to check: Verify the request changes the recipient’s marketing eligibility as intended. Preferences should not obscure the ability to unsubscribe.
09Required one-click unsubscribe is configured
A footer link and a provider-supported one-click unsubscribe header are different things. Confirm your platform supports the required mechanism for marketing messages and processes requests promptly.
What to check: Verify this with your platform rather than assuming a footer link covers it. Yahoo requires bulk senders to honor unsubscribes within two days.
Keep sending predictable and recognizable
Email · Group 4
10We review major audience or volume changes
A new domain, a platform migration, or a sudden expansion into an inactive audience needs a deliberate sending plan.
What to check: Follow the platform’s guidance for your particular setup. Avoid blindly applying a generic warm-up schedule. Watch results as volume changes.
11Campaigns and flows do not create avoidable overload
Look at the experience of an individual subscriber. Campaigns and automated messages can overlap even when each looks reasonable on its own.
What to check: Review frequency controls, flow timing, and exclusions. Decide which messages should take priority instead of assuming one account-wide setting solves every overlap.
12Sender identity and message content are clear
Use a recognizable sender name and a subject line that accurately reflects the message. Make the brand, purpose, and destination links understandable.
What to check: Test the message, review links and rendering, and check that important information remains readable when images do not load.
Clear content supports the recipient experience. It does not compensate for poor audience quality or authentication problems.
Monitor and respond
Email · Group 5
13We monitor complaints and unsubscribe patterns
Look for changes after a campaign, audience expansion, or new signup source. Compare like-for-like data: providers and platforms may calculate rates differently.
What to check: Investigate spikes and identify the affected audience or source before repeating the send.
Google Postmaster Tools reference
Google recommends keeping its Postmaster Tools spam rate below 0.10% and avoiding 0.30% or higher. These figures refer to Google’s reporting, not a universal conversion of your email platform’s complaint metric.
14We investigate bounces, blocks, and deferrals
A failed address, a temporary deferral, and a provider block need different responses.
What to check: Read the platform’s delivery reasons. Identify whether failures cluster around a provider, audience source, or recent configuration change. Share representative error codes with platform support.
15Someone owns the review process
Deliverability needs a named owner and a repeatable review habit.
What to check: Assign responsibility for reviewing trends, investigating issues, and recording changes. Review more closely during migrations, major volume changes, or active problems.
Suggested operating habit: A weekly review is a practical starting point. Adjust it to your sending activity and current issues.
Troubleshooting — What changed?
Our open rate dropped
Check whether the change is isolated to a mailbox provider, audience, or reporting setting. Review delivery errors, clicks, and customer activity alongside opens. A drop in opens alone does not prove messages went to spam.
Complaints increased
Review who received the message, how they joined, what they expected, and how often they were contacted. Reduce or pause the affected marketing audience while investigating the source.
Messages are bouncing or being blocked
Read the error details first. Check authentication and recent domain changes, then work with your platform to distinguish invalid recipients, policy rejections, and temporary failures.
One test email went to spam
Use it as a reason to investigate, not a diagnosis for the entire list. Individual inbox history matters. Compare multiple signals and review provider-level reporting where available.
Investigation template
When did the issue start? Which provider or audience is affected? What changed before it started? Which metrics or delivery errors changed? What action are we taking? Who owns the follow-up? When will we review again?
SMS — A separate set of checks
Email authentication does not configure SMS delivery. SMS uses sending numbers, carrier requirements, and channel-specific consent.
0 of 4 SMS checks verified · 0 need review.
SMS 01Our sending number is ready for the destination country
Confirm the number is active and any required verification or registration is complete.
SMS 02We have recorded SMS consent
An email subscription is not automatically an SMS subscription. Verify the SMS consent status and collection method.
SMS 03Opt-outs and sending restrictions are handled
Test the opt-out process and review applicable regional sending rules and platform settings for the markets you serve.
SMS 04Delivery errors are reviewed
Review failure reasons and recurring errors with your platform rather than repeatedly retrying the same failed recipients.
Requirements differ by country and sender type. Follow current platform and regional guidance.
Chapter 8 — How to Use SMS to Bring Customers BackYour action list
No items flagged. Any unchecked items still need verification.
Make it clear who is sending, contact people who expect to hear from you, make opting out easy, and act when the signals change.
Official guidance
- Klaviyo — branded sending domain setup (opens in a new tab)
- Google — email sender guidelines (opens in a new tab)
- Yahoo — sender best practices (opens in a new tab)
- Klaviyo — Apple Mail Privacy Protection (opens in a new tab)
- Klaviyo — understanding SMS consent collection (opens in a new tab)
- Klaviyo — setting up SMS (opens in a new tab)
- Klaviyo Academy — SMS compliance (opens in a new tab)
- Klaviyo — deliverability best practices (opens in a new tab)
- Klaviyo — troubleshooting deliverability (opens in a new tab)
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