How AI Is Changing the Way You Need to Build Emails to Reach the Inbox

How AI Is Changing the Way You Need to Build Emails to Reach the Inbox

Written by:  Carol Springer – Co-Founder Gabriels Sales, Head of Salesforce, Account Engagement (Pardot) & Marketing Cloud Next Consulting

A practical look at what and how AI Previews being used by the major mailbox providers have done to impact deliverability.  And what you need to do to make sure your campaigns actually reach the inbox.

Short Summary of What You Will Learn: We wrote this article to help you with email deliverability. We explain the impact of AI Previews and how this impacts how to build emails.  We explain how/why its important to lead with real text and a strong subject line. We recap how to pass SPF, DKIM, and DMARC. And finally we discuss other ways to keep your spam-complaint rate under 0.10% to 0.30% and the benefits of data hygiene and well segmented lists.

We have also summarized the action items from our learnings in a full checklist. You can access this checklist in two ways. You can download a PDF for easy access at any time. Or you can reference online in this supporting blog post Checklist for AI Era Inbox.

Background

We just attended the Salesforce Connections conference in Chicago.  At the conference nearly every session addressed new AI capabilities across the Salesforce and Marketing Cloud family (including Sales Cloud, Account Engagement, Slack and  Marketing Cloud Next). There is a great deal to be excited about especially what will be possible with native AI tools in Marketing Cloud Next.

But what stood out as immediately useful/actionable is this: the major mailbox providers have used AI to quietly change what it takes to consistently land your emails in your target’s inbox. There are three main issues that every team needs to immediately address to maintain and ensure successful delivery:

  • AI previews and how they change the way you need to build an email
  • Authentication and sender reputation
  • List quality

As positive news, even with all the changes occurring with AI , Salesforce data continues to confirm that email marketing and lead nurturing still produces one of the best and most cost effective ROIs for B2B companies. In this short article we will explain what has changed and what needs renewed strategic attention/focus to ensure email deliverability.  We will also explain why it matters so you can make the right strategic decisions for your organization.

AI Previews: Build for the Machine That Reads First

Before a single human sees your email, an AI may have already read it and decided what it’s about. Apple Mail uses Apple Intelligence to write a short summary from the first few hundred words of your email and shows it in the inbox in place of your preheader. As an email marketer you can’t override it or turn it off. Gmail offers Gemini-generated summaries as well. These tools also help decide what’s most important inside the message, which means structure, content hierarchy, images, alt text, and the placement of your key information all matter more than they used to.

One useful detail from the sessions: Apple’s summary is built from your live body text and largely ignores your subject line, your preheader, and any text inside image alt tags. So how you assemble the top of your email now shapes the preview your reader sees before they decide to open. The encouraging part is that the same choices that help the AI also make your email more accessible to screen-reader users and easier for busy people to skim. Five practices make the difference. For more, see Salesforce’s tips for navigating AI email summaries and Litmus’s breakdown of what AI summaries mean for marketers.

1. Put the key message in the first few sentences

Lead with the single most important takeaway, such as the offer, the value, the reason to act, in your opening lines, not after a greeting and a paragraph of warm-up.

Why this matters: Apple Intelligence builds its inbox summary from the first few hundred words of your body copy. If those opening lines are “Hi there, hope you’re having a great week” or housekeeping text, that’s what the AI summarizes and that becomes the preview your subscriber judges before opening. Front-load the substance and the AI has something worth showing.

2. Use real text rather than text embedded in images

Keep your core message in live, selectable text. Don’t bake your headline, offer, or key copy into a graphic.

Why this matters: AI can only summarize text it can actually read it. Text trapped inside an image is invisible to it, just as it is to screen readers and, often, to spam filters. Image-only emails give the summary engine almost nothing to work with, and testing shows summary quality drops sharply for them. Don’t lean on alt text as a safety net, either: AI summaries frequently ignore it. Live HTML text is what carries your message.  Alt text remains critical for accessibility, but today’s AI inbox summaries appear to rely primarily on the visible email content rather than the alt text attached to images.

3. Use a clear preheader

Write a specific, benefit-driven preheader that extends your subject line, however, your subject line needs to stand alone in case some never see your preheader.  Do not use “View this email in your browser” or a string of empty filler.

Why this matters: The preheader is still the preview line in many inboxes and for every recipient who isn’t seeing an AI summary. A clear preheader earns more opens, and where AI summaries do appear, a focused top-of-email keeps your signal consistent. It’s a small field that quietly shapes a first impression.

4. Don’t stuff the top of the email with legal text, navigation, or “view online” links

Move boilerplate nav menus, legal disclaimers, “view in browser” out of the opening. Lead with the message; let the housekeeping sit lower or in the footer.

Why this matters: AI reads top-down and weights what comes first, so if the top of your email is a navigation bar and a disclaimer, that’s what can end up in the summary and that will be reader’s first impression. Clearing the top lets both the AI and your reader get to the point.

5. Use semantic structure: headings, bullets, and concise paragraphs

Organize the email with real headings, short paragraphs, and scannable lists rather than one dense block of copy.

Why this matters: Clear structure helps the AI understand your hierarchy and identify what’s most important, and it helps human readers skim and act. It’s also the foundation of accessibility. Screen-reader users navigate by headings so good structure serves the machine, the assistive technology, and the busy reader all at once.

Authentication and Sender Reputation: Now a Gate, Not a Best Practice

SPF, DKIM, and DMARC used to be the kind of technical hygiene that lived on someone’s “we should get to that” list. Not anymore. In plain terms, these are the records that prove an email actually came from you and wasn’t spoofed by someone else. Gmail, Yahoo, and Microsoft now treat them as baseline requirements. And now for higher-volume senders, mail that fails authentication is rejected, not just filtered to spam. A great campaign that fails authentication simply never arrives.

What these terms actually mean

SPF (Sender Policy Framework): a public list of the mail servers allowed to send email on behalf of your domain, so a receiving server can confirm your message came from an approved source. Google’s SPF overview.

DKIM (DomainKeys Identified Mail): a tamper-evident digital signature added to each message, letting the receiving server verify the email genuinely came from your domain and wasn’t altered in transit. Google’s DKIM overview.

DMARC (Domain-based Message Authentication, Reporting & Conformance): the policy that tells receiving servers what to do with mail that fails SPF or DKIM — deliver, quarantine, or reject — and sends you reports showing who is sending under your domain. Google’s DMARC overview.

Missing or misconfigured authentication is the single most common gap we see, and it’s usually invisible until deliverability quietly erodes. If you haven’t confirmed your domain is passing all three, that’s the first thing to check. See Google’s email sender guidelines and Microsoft’s requirements for high-volume senders (enforcement began May 5, 2025).

For a clear breakdown of the new bulk-sender rules and why this matters, see Validity’s guide.

List Quality Protects Everything Discussed Above

All of the above rests on list quality. Because providers reward engaged senders, consistently mailing inactive or invalid contacts actively drags down deliverability for your entire list — your engaged subscribers included. List hygiene has moved from housekeeping to strategy requirement. Regularly removing dead addresses, suppressing chronically unengaged contacts, and segmenting by real activity isn’t about a tidier database for its own sake; it’s about protecting the inbox placement of the people who do want to hear from you. This is also where clean, well-organized data in your CRM and marketing platform pays off directly. Data governance and data hygiene are becoming more important.

The 60-Second Deliverability Checklist

If you only do four things, do these. The rest of this guide explains the why behind each one.

  1. Confirm your domain passes SPF, DKIM, and DMARC (this is now a hard requirement, not a nice-to-have).
  2. Build every email with real text and a clear, standalone subject line.
  3. Write a deliberate preheader — don’t let the platform invent one.
  4. Mail engaged contacts; suppress and remove the rest on a regular schedule.

For a longer more comprehensive checklist download our PDF here or visit our blog post  Or you can reference online in supporting blog post Checklist for AI Era Inbox.

The Bottom Line

AI is changing how people consume email, but deliverability is still won or lost through authentication, sender reputation, engagement, and list quality.

The encouraging part: most teams already own the tools to do all of this, and it’s usually a matter of operationalizing how you build emails, your authentication and DMARC monitoring, and your list hygiene, rather than buying anything new. If you’d like a second set of eyes on where your email program stands today, that’s exactly the kind of behind-the-scenes work we help our clients put in place at Gabriel Sales. We’re always happy to talk it through and staff the resources to help you if necessary.

About the Author 

Carol Springer is a Founder at Gabriel Sales.  She has been working at the inflection point of Marketing an Sales Operations implementing an optimizing Salesforce and Marketing Automation for the past 15 years.  Carol has multiple Salesforce certifications leads the Denver Colorado  Salesforce Marketers User Group and is a frequent Salesforce Speaker.  Prior to focusing on Sales and Marketing Ops Carol was an award winning enterprise sales executive. 

Case Study: A Founder-Led Software Company Had Great Content and Four Sales Reps. Gabriel Sales Built the System That Connected Them to Generate Sales Ready Leads

Case Study: A Founder-Led Software Company Had Great Content and Four Sales Reps. Gabriel Sales Built the System That Connected Them to Generate Sales Ready Leads

Client Type: Medical Compliance Software and Training Platform 

Solution: Salesforce + Account Engagement + Sales Enablement + Managed Services

Gabriel Sales Helps CEO and Thought Leaders to fully leverage their marketing automation tools to generate sales ready leads and accelerate funnels. Then helps the Founder leverage Salesforce to effectively manage companies sales team with increased sales enablement and increased accountability to daily tasks and hard revenue targets.

Situation

Company had a moderately well-established brand as one of several solutions to the problem they solved for their customer. The sale was not an “if” but “when” and “how” solution, as it was eventually a requirement to remain compliant within the industry.

Historically the company had used cold calling, events and tradeshows to generate business. As a result, they had developed a database of roughly 50K targets representing 60% of the marketing.

During the pandemic their strategy shifted to webinars, industry newsletters, educational articles and a podcast. Company needed to move from Mailchimp and a homegrown CRM to Salesforce and Pardot

They were able to do this quickly because:

  • The CEO and COO were industry thought leaders skilled in both training and public speaking
  • They had a part time event coordinator and two full time content creators.

The company had four full time sales reps that were historically both inside/outside in geographic territories.

The CEO had experience in managing the company but had not previously overseen a sales team or held a day-to-day sales position before founding the company.

Company was using Account Engagement (Pardot) to send one-off emails with specific offers.

Challenge

The company had tried to implement both Salesforce and Account Engagement on their own. They had sound strategic content marketing instincts, great content creators and inbound experts (but PPC was capped at the results it was producing).

The company lacked outbound marketing and senior sales executive and senior sales marketing expertise. As a result they were struggling with implementing best practices to get the most from their CRM, Automation Technologies and their substantial library of existing and ongoing content creation.

  • The company needed to provide their sales team with a sustained flow of leads.
  • The CEO needed the ability to manage that team
  • The company needed visibility into the effectiveness of their marketing efforts and their sales team
  • CEO needed the ability to forecast growth to strategically set growth targets and quotas

Solution

Gabriel Sales was hired to optimize Pardot and Salesforce to ensure that leads were being managed effectively and to create workflows to leverage the company’s content to nurture the database of 50K leads.

Month 1

Gabriel Sales conducted an initial Audit. This allowed Gabriel Sales to:

  1. Confirm the basic system implementation was done correctly and GS was able to start to optimize the systems with about 10 hours of additional work so it was campaign ready and ready to be leveraged more effectively by sales.
  2. Craft a Road Map to leverage their existing system to nurture and score leads
  3. Establish goal for the CRM to:
    • Prioritize leads for sale reps
    • Effectively track sales reps daily activities
    • Increase visibility and ability to forecast the
  4. Define the campaign insights required from the marketing automation platform
  5. Segmentation of database
  6. Establish sales reps workflows in Salesforce
  7. Make long term content and campaign workflows
  8. Define inbound lead form needs

Month 2

Gabriel Sales addressed the immediate optimization priorities to ensure data, workflows and forms were doing what they needed to do.

Month 3

Gabriel Sales systematically took over the day to day management executing a wide variety of functions with best practices. This allowed company to execute, optimize and increase volume systematically — eventually scaling to:

Marketing Operations:

  • Weekly newsletter
  • Nurturing Campaigns
  • Content Management
  • Podcast Management
  • Webinar Management
  • Database Management
  • Segmentation Management
  • Campaign Attribution
  • Social Posting
  • Campaign Specific Reporting

Sales Operations Management:

  • List Views
  • Lead Scoring Prioritization
  • Daily Activity Reporting
  • Forecasting and Dashboards
  • User Management

Reporting and Analysis:

  • Google Analytics
  • Attribution
  • Social Follower Tracking
  • Campaign Attribution

Results

Tactical Results

Gabriel Sales was able to create a technical system, marketing operations and lead transition process that allowed the company to maximize their investment in content marketing, their technology (including additional third-party integrations), database and events.

The Business and Sales Results

The streamlined process, increased visibility for sales management, consistent content marketing to stay top of mind with the buyers and lead scoring allowed the company to double their monthly flow of sales ready leads and simultaneously cut their sales team from 4 sales reps to 2 senior sales reps producing the following results.

About the Company

Company provides both software and training resources to help small and mid-sized companies comply with federal rules and regulations.

The sales is not an “if” decision but a “when” and/or “how” decision.

Building trust with thought leadership and staying top of mind when the buyer is ready to explore options is critical to success.

Typical sales cycle was 90 to 180 days is budget cycle dependent typically with an incumbent or an internal process that needed to be replaced.

Written by:  Carol SpringerCo-Founder Gabriel Sales, Head of Salesforce, Account Engagement (Pardot) & Marketing Cloud Next Consulting

How to Build and Edit Reports in Salesforce  – Sales Tech Tutorial

How to Build and Edit Reports in Salesforce – Sales Tech Tutorial

Learn how to edit reports in Salesforce to quickly increase visibility and help your sales team increase productivity

(Video Length 6:00)

Topics Discussed in How to Edit Reports in Salesforce

Reports are one of the most powerful tool in Salesforce to ensure managers can support and enable sale reps to hit their daily, weekly and monthly targets.

In this quick use case video we explain the basics of building reports so sales managers (and reps if they have access) can build reports to ensure they are tracking to goals.  Building solid reports is fundamental to building dashboards and visualizations.

 

What You Will Learn:

  1. Starting in Reports Tab
  2. How to use fields
  3. How to access report outlines
  4. How to filter information you see in reports
  5. How to define dates for reporting
  6. How to set up reports for dashboards
  7. How to group by lead/opportunity status
  8.  How to add charts
  9. How to edit reports to refine them

About The Presenter 

Carol Springer

Founder Gabriel Sales

Carol has been working with the Salesforce platform since 2004 and Salesforce Account Engagement (Pardot) since 2012. She has launched over 100 successful Salesforce and Pardot implementations. Carol and her team hold multiple Salesforce Certifications including:  Salesforce Administrator, Pardot (Account Engagment) Specialist,  Sales Cloud, Salesforce Developer and Service Cloud Consultant.

Carol spent her early career at Gabriel Sales as a front line executive and sales professional launching, hiring, managing and then transitioning sales and marketing operations for dozens of B2B companies so she understands how these technologies and systems can be leveraged to produce real sales results for business and P&L owners. Carol started her professional sales career as both an inside sales and enterprise sales rep for several Silicon Valley Start Ups.  She founded Gabriel Sales in 2004 and shifted her focus to managing day-to-day sales and marketing operations for B2B companies of all shapes and sizes.

Salesforce and Salesforce Account Engagement Pardot Training YouTube Channel

Visit Gabriel Sales’ YouTube Channel – “Sales Tech”

Visit our YouTube Channel for additional basic training for Salesforce and Salesforce Account Engagement users just getting started.   These short training videos will help users just getting started get more out of their systems faster.