Tag Archives: messaging

10DLC Registration Best Practices to Send SMS with AWS End User Messaging

Post Syndicated from Tyler Holmes original https://aws.amazon.com/blogs/messaging-and-targeting/10dlc-registration-best-practices-to-send-sms-with-amazon-pinpoint/

Updated 10/31/2024 to include additional Brand Registration steps for “Public Profit” companies

What is 10DLC?

Ten-Digit Long Code, or more commonly shortened as 10DLC, is intended specifically for sending Application-to-Person (A2P) SMS in the United States only. If you don’t send text messages to recipients in the US, then 10DLC doesn’t apply to you. 10DLC was designed to cover the volume and throughput middle ground between toll-free numbers on the low end and short codes on the high end. All senders using 10DLC are required to register both their company and their campaign(s), which is managed by a third-party company called The Campaign Registry (TCR). TCR maintains an industry-wide database of companies and use cases that are authorized to send messages, to US registered handsets, using 10DLC phone numbers.

How to Register for 10DLC

Registration can be done within the AWS console as well as programmatic registration via the SMS V2 API.

  1. Navigate to AWS End User Messaging
  2. Select “Registrations” from the left hand rail
  3. Click “Create registration” button
    1. If you have not already registered a company then select registration type “US 10DLC brand registration” as the Registration type and give it a “Registration friendly name” you will recognize later and proceed with the best practices below.
    2. If you have already successfully registered a company and require additional vetting proceed to “Additional Vetting” below
    3. If you have already successfully registered a company and completed the additional vetting process proceed to “Campaign Registration” below

To help ensure your registration is approved during this vetting process follow these best practices when registering.

Who Should Register for a 10DLC?

The information provided during registration should be for the company from whom SMS messages will be sent from.

  • Examples:
    • Example 1: Company X wants to send their customers alerts via SMS should their account be compromised and there is a need to reset passwords.
      • In this example the company being registered is Company X.
    • Example 2: Company Y is an Independent Software Vendor(ISV) with 100s of their customers using their software platform. Company Z wants to give their customers the ability to send SMS from within their platform.
      • In this example each of Company Y’s customers who want to send SMS will need to provide their information. Each of these customers will need their own separate 10DLC for each use case that Company Y wants to enable for their customers.
      • Company Y should define very clearly for their customers the types of messages that can be sent as each of their customers will be expected to send only messages that align with the Campaign(Use-Case) that they register for.
    • Example 3: Company Z is an Independent Software Vendor(ISV) with 100s of their customers using their software platform. Company Z wants to provide One-Time Password(OTP) codes via SMS.
      • In this example the company being registered will be Company Z.

10DLC Registration Best Practices

As you progress through the steps of 10DLC registration follow these best practices to ensure a smooth process. Begin here if you have not registered your company(ies) yet.

Company Registration Info and Additional Company and Contact Info

Best practices for Company Registration and Additional Company and Contact Info

  • Make sure to enter all information correctly.
  • Dependent on the country in which you have a Tax ID, enter into the Tax ID field one of the following:
    • US=EIN
    • CA=BN
    • Other=VAT
  • If you select “PUBLIC_PROFIT” as your “Legal form of organization” you MUST fill out the following fields and complete the external brand verification shown in the screenshots below in the section titled “Public Profit Brand Verification Email Process”
    • Make sure to complete:
      • Stock symbol
      • Stock exchange
      • Brand verification email – Make sure to provide your personal company email. You will receive an email from [email protected] to complete the brand verification.
  • Select the vertical that most closely aligns with your business
  • Make sure that your website is publicly accessible. Your registration will be denied if the reviewer cannot access the site.
  • It is a hard requirement to have both a support email and phone number
    • Make sure your support email and support phone number are both active
  • Make sure that your Company name and Email/Website domains match
    • If you register the company Amazon Inc. but then list a support email of [email protected] your registration will likely be rejected if you are considered a large enough brand that should have a dedicated email domain.

Public Profit Brand Verification Email Process – Required if you selected “PUBLIC_PROFIT” as your “Legal form of organization”

Once you submit your Brand Registration you will receive an email from [email protected] to complete the brand verification. This may take 1-3 days to arrive.

Step 1: Example email you will receive below

Step 2: Form to fill out from link in email

Step 3: Brand verification complete

Once you have completed and submitted your registration, as soon as you see your Brand Registration Status show as “Complete” you are ready to move on to “Brand Vetting.” Read “Additional Company Vetting for Potential Increased Quotas” below for next steps.

Additional Company Vetting for Potential Increased Quotas

Once you have completed the initial Company registration you have the following quotas assigned to your business:

  • AT&T: 1.25 Messages Per Second(MPS) or 75 Transactions Per Minute(TPM)
  • T-Mobile = 2000 messages/day

The quotas above do not mean that you cannot message recipients who use other carriers, these are just limits that these carriers have published. If the throughput above isn’t enough for your business’s needs you can apply for US 10DLC brand vetting, for a $40 fee.

  1. Click the “Create Registration” button again and select “US 10DLC brand vetting” as the “Registration type.”
  2. Select the radio button for the brand you previously registered. This vetting will be applied to that brand.
    1. If you have multiple brands you will need to do this for each of them

The Campaign Registry, a third-party provider, will then do a deeper vetting of the information you have already provided and will give your company a score that will determine the throughput and volume apportioned to you. Read here for a detailed breakdown of the possible scores and the quotas that are attached to them.
Note: Vetting doesn’t guarantee that your carrier throughput or daily volume will increase. It is possible for the vetting results to decrease carrier throughput and daily volume.

10DLC Campaign Registration

Once you have completed the registration process and the optional additional vetting you will need to register your Campaigns, which should align with your use-case(s). If you would like more detail for each of the 10DLC Campaign types that End User Messaging supports you can read more here.

Best Practices for Campaign Info

  • Campaign Description
    • Provide a clear and comprehensive overview of the campaign’s objectives and interactions the end-user would experience after opting in. Make sure to identify who the sender is, who the recipient is, and why messages are being sent to the intended recipient.
      • Example: One-Time Password messages are sent by Company X to its customers for purposes of authentication to log into our application.
  • Opt-In Workflow
    • The primary purpose of the Opt-in workflow is to demonstrate that the end user explicitly consents to receive text messages and understands the nature of the program. Your application is being reviewed by a 3rd party reviewer so make sure to provide clear and thorough information about how your end-users opt-in to your SMS service and any associated fees or charges. If the reviewer cannot determine how your opt-in process works then your application will be denied and returned.
    • The Opt-in workflow ideally is accessible by a 3rd party reviewer. If your Opt-in process requires a log-in, is not yet published publicly, is a verbal opt-in, or if it occurs on printed sources such as fliers and paper forms then make sure to thoroughly document how this process is completed by the end-user receiving messages. Provide a screenshot of the Call to Action in such cases. Host the screen shot on a publicly accessible website (like OneDrive or Google Drive) and provide the URL
    • The description has to be a minimum of 40 characters
    • The Opt-in location must include the following:
      • Program (brand) name
      • Link to a publicly accessible Terms & Conditions page
      • Link to a publicly accessible Privacy Policy page
      • Message frequency disclosure.
      • Customer care contact information
      • Opt-out information
      • “Message and data rates may apply” disclosure.
  • Opt-in keyword
    • This is optional but if you plan on allowing for opt-in by texting into your originator you should indicate that keyword here
  • Opt-in confirmation message
    • Provide the exact message that will be sent back to your end-users letting them know that they have successfully registered
      • Example
        • “Welcome to AnyCo! Reply “YES” to confirm your subscription and get special offers once a month. Msg & data rates may apply. Text ‘STOP’ to opt out.”
      •  Make sure to include:
        • Brand Name
        • It is best practice to do a “double opt-in” as seen in the example where the recipient will text back “YES” to confirm that they did want to register.
        • Include “Msg & data rates may apply” as seen in the example
        • Include opt-out language as seen in the example
  • Help Message
    • The “Help message” is the response that is required to be sent to end-users when they text the keyword “HELP” (or similar keywords). The purpose is to provide information to the end-user related to how they can get support or opt-out of the messaging program.
    • The message has to be a minimum of 20 characters and a maximum of 160 characters
    • The message must include:
      • Program (brand) name OR product description.
      • Additional customer care contact information.
        • It is mandatory to include a phone number and/or email for end-user support
    • The following is an example of a HELP response that complies with the requirements of the US mobile carriers:
      • ExampleCorp Account Alerts: For help call 1-888-555-0142 or go to example.com. Msg&data rates may apply. Text STOP to cancel.
  • Stop Message
    • The “Stop message” is the response that is required to be sent to end-users when they text the keyword “STOP” (or similar keywords). End-users are required to be opted out of further messages when they text the STOP (or equivalent) keyword to your number and confirms with them that they will no longer receive messages for the program.
    • The message has to be a minimum of 20 characters and a maximum of 160 characters
    • The message must include:
      • Program (brand) name OR product description
      • Confirmation that no further messages will be delivered
    • The following is an example of a compliant STOP response:
      • You are unsubscribed from ExampleCorp Account Alerts. No more messages will be sent. Reply HELP for help or call 1-888-555-0142.

Campaign Capabilities

Number capability: Choose whether or not the numbers you associate to an approved campaign can support voice outbound calling in addition to SMS. If you only require SMS you can leave the default selection of SMS-only. If you require voice calling, you should select voice as well. Selecting voice will increase the registration processing time.

Message Type: The content of your messages need to align with the Campaign Type and Message Type that you select here — if it’s misaligned your registration will be denied. You can’t change the message type on a campaign after it’s in an approved state.

Campaign Use Case

End User Messaging supports all of the standard use cases available to be sent via 10DLC and a single Special use case for communications from a non-religious registered 501(c)(3) charity aimed at providing help and raising money for those in need. For a more detailed listing of the campaign use cases supported visit this page.

Best Practices for Campaign Use Case

  • Select the Use case that most closely aligns to your use case.
    • All of the information that you provide during this process needs to align with this selection or your registration will be rejected
    • Make sure to ONLY select a Sub use case if you select a use case of MIXED or LOW_VOLUME
      • Note: The “Low Volume” and “Mixed” campaigns have lower quotas which are the same as a company that does not opt for the increased vetting detailed above:
        • AT&T: 1.25 Messages Per Second(MPS) or 75 Transactions Per Minute(TPM)
        • T-Mobile = 2000 messages/day
  • For each of the Yes/No drop down selections make sure to be truthful. These registrations are being done by humans who will be checking each of these. An untruthful answer can cause your registration to be rejected.
    • If you plan on using links within your messages remember that generic URL shorteners e.g.  “bit.ly/LONGLINK” will be rejected. If you would like to use shorteners make sure that it is a branded shortener such as “any.co/LONGLINK”
    • Subscriber opt-in
      • Subscriber opt-in is automatically set to “Yes” on your behalf. Explicit opt-in is required of all end-users regardless of your use case.
    • Subscriber opt-out
    • Subscriber Help
      • Carriers require that your SMS numbers reply to the ‘HELP’ keyword or similar at all times regardless of the numbers opt-in status. More information related to HELP auto-response requirements can be found in End User Messaging best practices documentation here
    • Direct Lending or Loan Arrangement
      • If you are a 1st party lender you can get approval for transactional use cases (loan transaction receipts, OTPs, etc.). If your company is related to the lending business then you must mark this as “yes“
    • Embedded Link
      • If you have supplied messaging examples with an embedded link you must mark this as a “yes.” If this is misaligned with your content then your registration will be rejected
        • Note: Generic link shorteners such as Bitly or TinyURL should not be used and may cause your registration to be rejected. Make sure that any links in your sample messages are branded and consistent with your domain
    • Embedded Phone Number
      • If you have supplied messaging examples with an embedded phone number you must mark this as a “yes.” If this is misaligned with your content then your registration will be rejected
    • Age-Gated Content
      • There is a potential to be rejected or for the campaign to be suspended later if your content includes age gated material and you do not mark “yes” here
      • If they are do they need to do anything different here?

Message Samples

Sample messages should reflect actual messages to be sent under the campaign you are registering for. It is critical to ensure that there is consistency between the use case, your campaign description, and the content of the messages.

Best Practices for Sample Messages

  • Sample messages should reflect actual messages to be sent under campaign
  • Indicate any templated fields that are variable with brackets and make sure to be clear with what information may be replaced
    • Example: Hi, [FirstName] this is Amazon inc. letting you know that your delivery is ready
  • Each sample message has to be a minimum of 20 characters. If you plan to use multiple message templates for this 10DLC campaign, include them as well
  • Sample messages should identify who is sending the message (brand name)
    • Ensure that at least one sample message includes your business name
  • Include opt-out language to at least 1 sample message
    • Example: You are unsubscribed from ExampleCorp Account Alerts. No more messages will be sent. Reply HELP for help or call 1-888-555-0142.
  • Make sure your messaging does not involve prohibited content such as cannabis, hate speech, etc. and that your use case is compliant with AWS Messaging Policy

What to do if your 10DLC campaigns are rejected

If your Company registration or Campaign registration is rejected please follow the steps here to create a case and the AWS Support team will provide information about the reasons that your 10DLC campaign registration was rejected in your AWS Support case.

Integrating IBM MQ with Amazon SQS and Amazon SNS using Apache Camel

Post Syndicated from Pascal Vogel original https://aws.amazon.com/blogs/compute/integrating-ibm-mq-with-amazon-sqs-and-amazon-sns-using-apache-camel/

This post is written by Joaquin Rinaudo, Principal Security Consultant and Gezim Musliaj, DevOps Consultant.

IBM MQ is a message-oriented middleware (MOM) product used by many enterprise organizations, including global banks, airlines, and healthcare and insurance companies.

Customers often ask us for guidance on how they can integrate their existing on-premises MOM systems with new applications running in the cloud. They’re looking for a cost-effective, scalable and low-effort solution that enables them to send and receive messages from their cloud applications to these messaging systems.

This blog post shows how to set up a bi-directional bridge from on-premises IBM MQ to Amazon MQ, Amazon Simple Queue Service (Amazon SQS), and Amazon Simple Notification Service (Amazon SNS).

This allows your producer and consumer applications to integrate using fully managed AWS messaging services and Apache Camel. Learn how to deploy such a solution and how to test the running integration using SNS, SQS, and a demo IBM MQ cluster environment running on Amazon Elastic Container Service (ECS) with AWS Fargate.

This solution can also be used as part of a step-by-step migration using the approach described in the blog post Migrating from IBM MQ to Amazon MQ using a phased approach.

Solution overview

The integration consists of an Apache Camel broker cluster that bi-directionally integrates an IBM MQ system and target systems, such as Amazon MQ running ActiveMQ, SNS topics, or SQS queues.

In the following example, AWS services, in this case AWS Lambda and SQS, receive messages published to IBM MQ via an SNS topic:

Solution architecture overview for sending messages

  1. The cloud message consumers (Lambda and SQS) subscribe to the solution’s target SNS topic.
  2. The Apache Camel broker connects to IBM MQ using secrets stored in AWS Secrets Manager and reads new messages from the queue using IBM MQ’s Java library. Only IBM MQ messages are supported as a source.
  3. The Apache Camel broker publishes these new messages to the target SNS topic. It uses the Amazon SNS Extended Client Library for Java to store any messages larger than 256 KB in an Amazon Simple Storage Service (Amazon S3) bucket.
  4. Apache Camel stores any message that cannot be delivered to SNS after two retries in an S3 dead letter queue bucket.

The next diagram demonstrates how the solution sends messages back from an SQS queue to IBM MQ:

Solution architecture overview for sending messages

  1. A sample message producer using Lambda sends messages to an SQS queue. It uses the Amazon SQS Extended Client Library for Java to send messages larger than 256 KB.
  2. The Apache Camel broker receives the messages published to SQS, using the SQS Extended Client Library if needed.
  3. The Apache Camel broker sends the message to the IBM MQ target queue.
  4. As before, the broker stores messages that cannot be delivered to IBM MQ in the S3 dead letter queue bucket.

A phased live migration consists of two steps:

  1. Deploy the broker service to allow reading messages from and writing to existing IBM MQ queues.
  2. Once the consumer or producer is migrated, migrate its counterpart to the newly selected service (SNS or SQS).

Next, you will learn how to set up the solution using the AWS Cloud Development Kit (AWS CDK).

Deploying the solution

Prerequisites

  • AWS CDK
  • TypeScript
  • Java
  • Docker
  • Git
  • Yarn

Step 1: Cloning the repository

Clone the repository using git:

git clone https://github.com/aws-samples/aws-ibm-mq-adapter

Step 2: Setting up test IBM MQ credentials

This demo uses IBM MQ’s mutual TLS authentication. To do this, you must generate X.509 certificates and store them in AWS Secrets Manager by running the following commands in the app folder:

  1. Generate X.509 certificates:
    ./deploy.sh generate_secrets
  2. Set up the secrets required for the Apache Camel broker (replace <integration-name> with, for example, dev):
    ./deploy.sh create_secrets broker <integration-name>
  3. Set up secrets for the mock IBM MQ system:
    ./deploy.sh create_secrets mock
  4. Update the cdk.json file with the secrets ARN output from the previous commands:
    • IBM_MOCK_PUBLIC_CERT_ARN
    • IBM_MOCK_PRIVATE_CERT_ARN
    • IBM_MOCK_CLIENT_PUBLIC_CERT_ARN
    • IBMMQ_TRUSTSTORE_ARN
    • IBMMQ_TRUSTSTORE_PASSWORD_ARN
    • IBMMQ_KEYSTORE_ARN
    • IBMMQ_KEYSTORE_PASSWORD_ARN

If you are using your own IBM MQ system and already have X.509 certificates available, you can use the script to upload those certificates to AWS Secrets Manager after running the script.

Step 3: Configuring the broker

The solution deploys two brokers, one to read messages from the test IBM MQ system and one to send messages back. A separate Apache Camel cluster is used per integration to support better use of Auto Scaling functionality and to avoid issues across different integration operations (consuming and reading messages).

Update the cdk.json file with the following values:

  • accountId: AWS account ID to deploy the solution to.
  • region: name of the AWS Region to deploy the solution to.
  • defaultVPCId: specify a VPC ID for an existing VPC in the AWS account where the broker and mock are deployed.
  • allowedPrincipals: add your account ARN (e.g., arn:aws:iam::123456789012:root) to allow this AWS account to send messages to and receive messages from the broker. You can use this parameter to set up cross-account relationships for both SQS and SNS integrations and support multiple consumers and producers.

Step 4: Bootstrapping and deploying the solution

  1. Make sure you have the correct AWS_PROFILE and AWS_REGION environment variables set for your development account.
  2. Run yarn cdk bootstrap –-qualifier mq <aws://<account-id>/<region> to bootstrap CDK.
  3. Run yarn install to install CDK dependencies.
  4. Finally, execute yarn cdk deploy '*-dev' –-qualifier mq --require-approval never to deploy the solution to the dev environment.

Step 5: Testing the integrations

Use AWS System Manager Session Manager and port forwarding to establish tunnels to the test IBM MQ instance to access the web console and send messages manually. For more information on port forwarding, see Amazon EC2 instance port forwarding with AWS System Manager.

  1. In a command line terminal, make sure you have the correct AWS_PROFILE and AWS_REGION environment variables set for your development account.
  2. In addition, set the following environment variables:
    • IBM_ENDPOINT: endpoint for IBM MQ. Example: network load balancer for IBM mock mqmoc-mqada-1234567890.elb.eu-west-1.amazonaws.com.
    • BASTION_ID: instance ID for the bastion host. You can retrieve this output from Step 4: Bootstrapping and deploying the solution listed after the mqBastionStack deployment.

    Use the following command to set the environment variables:

    export IBM_ENDPOINT=mqmoc-mqada-1234567890.elb.eu-west-1.amazonaws.com
    export BASTION_ID=i-0a1b2c3d4e5f67890
  3. Run the script test/connect.sh.
  4. Log in to the IBM web console via https://127.0.0.1:9443/admin using the default IBM user (admin) and the password stored in AWS Secrets Manager as mqAdapterIbmMockAdminPassword.

Sending data from IBM MQ and receiving it in SNS:

  1. In the IBM MQ console, access the local queue manager QM1 and DEV.QUEUE.1.
  2. Send a message with the content Hello AWS. This message will be processed by AWS Fargate and published to SNS.
  3. Access the SQS console and choose the snsIntegrationStack-dev-2 prefix queue. This is an SQS queue subscribed to the SNS topic for testing.
  4. Select Send and receive message.
  5. Select Poll for messages to see the Hello AWS message previously sent to IBM MQ.

Sending data back from Amazon SQS to IBM MQ:

  1. Access the SQS console and choose the queue with the prefix sqsPublishIntegrationStack-dev-3-dev.
  2. Select Send and receive messages.
  3. For Message Body, add Hello from AWS.
  4. Choose Send message.
  5. In the IBM MQ console, access the local queue manager QM1 and DEV.QUEUE.2 to find your message listed under this queue.

Step 6: Cleaning up

Run cdk destroy '*-dev' to destroy the resources deployed as part of this walkthrough.

Conclusion

In this blog, you learned how you can exchange messages between IBM MQ and your cloud applications using Amazon SQS and Amazon SNS.

If you’re interested in getting started with your own integration, follow the README file in the GitHub repository. If you’re migrating existing applications using industry-standard APIs and protocols such as JMS, NMS, or AMQP 1.0, consider integrating with Amazon MQ using the steps provided in the repository.

If you’re interested in running Apache Camel in Kubernetes, you can also adapt the architecture to use Apache Camel K instead.

For more serverless learning resources, visit Serverless Land.

Amazon Simple Email Service adds email delivery features to revised free tier

Post Syndicated from sakoppes original https://aws.amazon.com/blogs/messaging-and-targeting/amazon-simple-email-service-adds-email-delivery-analysis-features-to-revised-free-tier/

On August 1st, 2023, Amazon Simple Email Service (SES) will launch a revised, more flexible free tier that allows AWS customers to try more SES features without commitment or cost. SES customers will be able to send or receive up to 3,000 messages each month for a year after they begin using SES, free of charge[1]. Customers can now try advanced SES capabilities, like deliverability analytics and optimization through Virtual Deliverability Manager (VDM), in the free tier. With access to these new features, customers can use the free tier to build full proof-of-concept workloads to experiment with SES’ powerful tools.

How did the SES free tier work previously?

Previously, the SES free tier only covered outbound messages sent from AWS compute services such as EC2 instances. Customers using other types of computing services for sending outbound messages had no SES free tier available. Customers could also receive up to 1,000 inbound email messages free each month. Customers evaluating SES had to pay to explore more advanced features like Virtual Deliverability Manager, a suite of tools customers use to improve delivery rates for outbound emails. This made it difficult to avoid charges when exploring advanced SES use cases, such as when building prototype email sending workloads to explore ways to monitor and optimize email delivery success and engagement rates.

New email deliverability features in the SES free tier

The revised SES free tier offers a more flexible model, introducing a shared limit which applies to pay-as-you-go message charges including inbound email messages, outbound email messages sent from any source, and email charges for Virtual Deliverability Manager. This model makes it easier to choose the right combination of features to fit your use cases when exploring SES features end-to-end without commitment. The revised free tier includes up to 3,000 messages each month for 12 months after you start using SES, which are shared across the features included in the revised SES free tier (note that Virtual Deliverability Manager counts separately from outbound messages). Here some examples to illustrate the revised free tier (all numbers are messages per month), note the 3,000 message free tier is applied first to more expensive charges (e.g. outbound messages) in situations where multiple products are in use (inbound, outbound, Virtual Deliverability Manager):

A few examples of how the Simple Email Service (SES) revised free tier is applied.

What can you do with the revised free tier?

The revised SES free tier makes it easier to build proof-of-concept workflows to demonstrate SES’ advanced deliverability optimization capabilities without commitment. For example, you could set up a pilot workload to show how SES can help you interpret the results of A/B testing using configuration sets. Imagine creating a few versions of a marketing email, then sending each version to a sample set of recipients to test response rates. You could track each version of the email separately in Virtual Deliverability Manager using configuration sets (essentially a campaign), then use VDM to analyze the differences in deliverability metrics for each campaign. You can look at the bounce rates, open, and click rates of each campaign to determine which version performed best before sending to all your target customers. This helps you see what SES can do, before deciding whether you want to build production workloads on SES.

What’s next?

The revised SES free tier will be active on August 1st, 2023 for all SES customers; no action is required. Customers who are using SES today will benefit from the revised free tier for one year (until August 2024). Customers who start using SES after August 1st, 2023, will benefit from the revised free tier for one year from the month they start using SES. The revised free tier replaces the current free tier, and we are not able to offer an opportunity to continue using current free tier. To start using the SES free tier, just create and verify an email address to send outbound email messages, and/or set up a receipt rule for receiving inbound email messages. To see advanced analytics with deliverability recommendations and traffic shaping through Virtual Deliverability Manager, just click on “Virtual Deliverability Manager” in the SES console navigation and follow the steps to enable it.

Get started with SES free tier at https://aws.amazon.com/ses/.

[1] Data transfer charges for emails sent and attachment charges still apply.

Building Generative AI into Marketing Strategies: A Primer

Post Syndicated from nnatri original https://aws.amazon.com/blogs/messaging-and-targeting/building-generative-ai-into-marketing-strategies-a-primer/

Introduction

Artificial Intelligence has undoubtedly shaped many industries and is poised to be one of the most transformative technologies in the 21st century. Among these is the field of marketing where the application of generative AI promises to transform the landscape. This blog post explores how generative AI can revolutionize marketing strategies, offering innovative solutions and opportunities.

According to Harvard Business Review, marketing’s core activities, such as understanding customer needs, matching them to products and services, and persuading people to buy, can be dramatically enhanced by AI. A 2018 McKinsey analysis of more than 400 advanced use cases showed that marketing was the domain where AI would contribute the greatest value. The ability to leverage AI can not only help automate and streamline processes but also deliver personalized, engaging content to customers. It enhances the ability of marketers to target the right audience, predict consumer behavior, and provide personalized customer experiences. AI allows marketers to process and interpret massive amounts of data, converting it into actionable insights and strategies, thereby redefining the way businesses interact with customers.

Generating content is just one part of the equation. AI-generated content, no matter how good, is useless if it does not arrive at the intended audience at the right point of time. Integrating the generated content into an automated marketing pipeline that not only understands the customer profile but also delivers a personalized experience at the right point of interaction is also crucial to getting the intended action from the customer.

Amazon Web Services (AWS) provides a robust platform for implementing generative AI in marketing strategies. AWS offers a range of AI and machine learning services that can be leveraged for various marketing use cases, from content creation to customer segmentation and personalized recommendations. Two services that are instrumental to delivering customer contents and can be easily integrated with other generative AI services are Amazon Pinpoint and Amazon Simple Email Service. By integrating generative AI with Amazon Pinpoint and Amazon SES, marketers can automate the creation of personalized messages for their customers, enhancing the effectiveness of their campaigns. This combination allows for a seamless blend of AI-powered content generation and targeted, data-driven customer engagement.

As we delve deeper into this blog post, we’ll explore the mechanics of generative AI, its benefits and how AWS services can facilitate its integration into marketing communications.

What is Generative AI?

Generative AI is a subset of artificial intelligence that leverages machine learning techniques to generate new data instances that resemble your training data. It works by learning the underlying patterns and structures of the input data, and then uses this understanding to generate new, similar data. This is achieved through the use of models like Generative Adversarial Networks (GANs), Variational Autoencoders (VAEs), and Transformer models.

What do Generative AI buzzwords mean?

In the world of AI, buzzwords are abundant. Terms like “deep learning”, “neural networks”, “machine learning”, “generative AI”, and “large language models” are often used interchangeably, but they each have distinct meanings. Understanding these terms is crucial for appreciating the capabilities and limitations of different AI technologies.

Machine Learning (ML) is a subset of AI that involves the development of algorithms that allow computers to learn from and make decisions or predictions based on data. These algorithms can be ‘trained’ on a dataset and then used to predict or classify new data. Machine learning models can be broadly categorized into supervised learning, unsupervised learning, semi-supervised learning, and reinforcement learning.

Deep Learning is a subset of machine learning that uses neural networks with many layers (hence “deep”) to model and understand complex patterns. These layers of neurons process different features, and their outputs are combined to produce a final result. Deep learning models can handle large amounts of data and are particularly good at processing images, speech, and text.

Generative AI refers specifically to AI models that can generate new data that mimic the data they were trained on. This is achieved through the use of models like Generative Adversarial Networks (GANs) and Variational Autoencoders (VAEs). Generative AI can create anything from written content to visual designs, and even music, making it a versatile tool in the hands of marketers.

Large Language Models (LLMs) are a type of generative AI that are trained on a large corpus of text data and can generate human-like text. They predict the probability of a word given the previous words used in the text. They are particularly useful in applications like text completion, translation, summarization, and more. While they are a type of generative AI, they are specifically designed for handling text data.

Simply put, you can understand that Large Language Model is a subset of Generative AI, which is then a subset of Machine Learning and they ultimately falls under the umbrella term of Artificial Intelligence.

What are the problems with generative AI and marketing?

While generative AI holds immense potential for transforming marketing strategies, it’s important to be aware of its limitations and potential pitfalls, especially when it comes to content generation and customer engagement. Here are some common challenges that marketers should be aware of:

Bias in Generative AI Generative AI models learn from the data they are trained on. If the training data is biased, the AI model will likely reproduce these biases in its output. For example, if a model is trained primarily on data from one demographic, it may not accurately represent other demographics, leading to marketing campaigns that are ineffective or offensive. Imagine if you are trying to generate an image for a campaign targeting females, a generative AI model might not generate images of females in jobs like doctors, lawyers or judges, leading your campaign to suffer from bias and uninclusiveness.

Insensitivity to Cultural Nuances Generative AI models may not fully understand cultural nuances or sensitive topics, which can lead to content that is insensitive or even harmful. For instance, a generative AI model used to create social media posts for a global brand may inadvertently generate content that is seen as disrespectful or offensive by certain cultures or communities.

Potential for Inappropriate or Offensive Content Generative AI models can sometimes generate content that is inappropriate or offensive. This is often because the models do not fully understand the context in which certain words or phrases should be used. It’s important to have safeguards in place to review and approve content before it’s published. A common problem with LLMs is hallucination: whereby the model speaks false knowledge as if it is accurate. A marketing team might mistakenly publish a auto-generated promotional content that contains a 20% discount on an item when no such promotions were approved. This could have disastrous effect if safeguards are not in place and erodes customers’ trust.

Intellectual Property and Legal Concerns Generative AI models can create new content, such as images, music, videos, and text, which raises questions of ownership and potential copyright infringement. Being a relatively new field, legal discussions are still ongoing to discuss legal implications of using Generative AI, e.g. who should own generated AI content, and copyright infringement.

Not a Replacement for Human Creativity Finally, while generative AI can automate certain aspects of marketing campaigns, it cannot replace the creativity or emotional connections that marketers use in crafting compelling campaigns. The most successful marketing campaigns touch the hearts of the customers, and while Generative AI is very capable of replicating human content, it still lacks in mimicking that “human touch”.

In conclusion, while generative AI offers exciting possibilities for marketing, it’s important to approach its use with a clear understanding of its limitations and potential pitfalls. By doing so, marketers can leverage the benefits of generative AI while mitigating risks.

How can I use generative AI in marketing communications?

Amazon Web Services (AWS) provides a comprehensive suite of services that facilitate the use of generative AI in marketing. These services are designed to handle a variety of tasks, from data processing and storage to machine learning and analytics, making it easier for marketers to implement and benefit from generative AI technologies.

Overview of Relevant AWS Services

AWS offers several services that are particularly relevant for generative AI in marketing:

  • Amazon Bedrock: This service makes FMs accessible via an API. Bedrock offers the ability to access a range of powerful FMs for text and images, including Amazon’s Titan FMs. With Bedrock’s serverless experience, customers can easily find the right model for what they’re trying to get done, get started quickly, privately customize FMs with their own data, and easily integrate and deploy them into their applications using the AWS tools and capabilities they are familiar with.
  • Amazon Titan Models: These are two new large language models (LLMs) that AWS is announcing. The first is a generative LLM for tasks such as summarization, text generation, classification, open-ended Q&A, and information extraction. The second is an embeddings LLM that translates text inputs into numerical representations (known as embeddings) that contain the semantic meaning of the text. In response to the pitfalls mentioned above around Generative AI hallucinations and inaccurate information, AWS is actively working on improving accuracy and ensuring its Titan models produce high-quality responses, said Bratin Saha, an AWS vice president.
  • Amazon SageMaker: This fully managed service enables data scientists and developers to build, train, and deploy machine learning models quickly. SageMaker includes modules that can be used for generative AI, such as Generative Adversarial Networks (GANs) and Variational Autoencoders (VAEs).
  • Amazon Pinpoint: This flexible and scalable outbound and inbound marketing communications service enables businesses to engage with customers across multiple messaging channels. Amazon Pinpoint is designed to scale with your business, allowing you to send messages to a large number of users in a short amount of time. It integrates with AWS’s generative AI services to enable personalized, AI-driven marketing campaigns.
  • Amazon Simple Email Service (SES): This cost-effective, flexible, and scalable email service enables marketers to send transactional emails, marketing messages, and other types of high-quality content to their customers. SES integrates with other AWS services, making it easy to send emails from applications being hosted on services such as Amazon EC2. SES also works seamlessly with Amazon Pinpoint, allowing for the creation of customer engagement communications that drive user activity and engagement.

How to build Generative AI into marketing communications

Dynamic Audience Targeting and Segmentation: Generative AI can help marketers to dynamically target and segment their audience. It can analyze customer data and behavior to identify patterns and trends, which can then be used to create more targeted marketing campaigns. Using Amazon Sagemaker or the soon-to-be-available Amazon Bedrock and Amazon Titan Models, Generative AI can suggest labels for customers based on unstructured data. According to McKinsey, generative AI can analyze data and identify consumer behavior patterns to help marketers create appealing content that resonates with their audience.

Personalized Marketing: Generative AI can be used to automate the creation of marketing content. This includes generating text for blogs, social media posts, and emails, as well as creating images and videos. This can save marketers a significant amount of time and effort, allowing them to focus on other aspects of their marketing strategy. Where it really shines is the ability to productionize marketing content creation, reducing the needs for marketers to create multiple copies for different customer segments. Previously, marketers would need to generate many different copies for each granularity of customers (e.g. attriting customers who are between the age of 25-34 and loves food). Generative AI can automate this process, providing the opportunities to dynamically create these contents programmatically and automatically send out to the most relevant segments via Amazon Pinpoint or Amazon SES.

Marketing Automation: Generative AI can automate various aspects of marketing, such as email marketing, social media marketing, and search engine marketing. This includes automating the creation and distribution of marketing content, as well as analyzing the performance of marketing campaigns. Amazon Pinpoint currently automates customer communications using journeys which is a customized, multi-step engagement experience. Generative AI could create a Pinpoint journey based on customer engagement data, engagement parameters and a prompt. This enables GenAI to not only personalize the content but create a personalized omnichannel experience that can extend throughout a period of time. It then becomes possible that journeys are created dynamically by generative AI and A/B tested on the fly to achieve an optimal pre-defined Key Performance Indicator (KPI).

A Sample Generative AI Use Case in Marketing Communications

AWS services are designed to work together, making it easy to implement generative AI in your marketing strategies. For instance, you can use Amazon SageMaker to build and train your generative AI models which assist with automating marketing content creation, and Amazon Pinpoint or Amazon SES to deliver the content to your customers.

Companies using AWS can theoretically supplement their existing workloads with generative AI capabilities without the needs for migration. The following reference architecture outlines a sample use case and showcases how Generative AI can be integrated into your customer journeys built on the AWS cloud. An e-commerce company can potentially receive many complaints emails a day. Companies spend a lot of money to acquire customers, it’s therefore important to think about how to turn that negative experience into a positive one.

GenAIMarketingSolutionArchitecture

When an email is received via Amazon SES (1), its content can be passed through to generative AI models using GANs to help with sentiment analysis (2). An article published by Amazon Science utilizes GANs for sentiment analysis for cases where a lack of data is a problem. Alternatively, one can also use Amazon Comprehend at this step and run A/B tests between the two models. The limitations with Amazon Comprehend would be the limited customizations you can perform to the model to fit your business needs.

Once the email’s sentiment is determined, the sentiment event is logged into Pinpoint (3), which then triggers an automatic winback journey (4).

Generative AI (e.g. HuggingFace’s Bloom Text Generation Models) can again be used here to dynamically create the content without needing to wait for the marketer’s input (5). Whereas marketers would need to generate many different copies for each granularity of customers (e.g. attriting customers who are between the age of 25-34 and loves food), generative AI provides the opportunities to dynamically create these contents on the fly given the above inputs.

Once the campaign content has been generated, the model pumps the template backs into Amazon Pinpoint (6), which then sends the personalized copy to the customer (7).

Result: Another customer is saved from attrition!

Conclusion

The landscape of generative AI is vast and ever-evolving, offering a plethora of opportunities for marketers to enhance their strategies and deliver more personalized, engaging content. AWS plays a pivotal role in this landscape, providing a comprehensive suite of services that facilitate the implementation of generative AI in marketing. From building and training AI models with Amazon SageMaker to delivering personalized messages with Amazon Pinpoint and Amazon SES, AWS provides the tools and infrastructure needed to harness the power of generative AI.

The potential of generative AI in relation to the marketer is immense. It offers the ability to automate content creation, personalize customer interactions, and derive valuable insights from data, among other benefits. However, it’s important to remember that while generative AI can automate certain aspects of marketing, it is not a replacement for human creativity and intuition. Instead, it should be viewed as a tool that can augment human capabilities and free up time for marketers to focus on strategy and creative direction.

Get started with Generative AI in marketing communications

As we conclude this exploration of generative AI and its applications in marketing, we encourage you to:

  • Brainstorm potential Generative AI use cases for your business. Consider how you can leverage generative AI to enhance your marketing strategies. This could involve automating content creation, personalizing customer interactions, or deriving insights from data.
  • Start leveraging generative AI in your marketing strategies with AWS today. AWS provides a comprehensive suite of services that make it easy to implement generative AI in your marketing strategies. By integrating these services into your workflows, you can enhance personalization, improve customer engagement, and drive better results from your campaigns.
  • Watch out for the next part in the series of integrating Generative AI into Amazon Pinpoint and SES. We will delve deeper into how you can leverage Amazon Pinpoint and SES together with generative AI to enhance your marketing campaigns. Stay tuned!

The journey into the world of generative AI is just beginning. As technology continues to evolve, so too will the opportunities for marketers to leverage AI to enhance their strategies and deliver more personalized, engaging content. We look forward to exploring this exciting frontier with you.

About the Author

Tristan (Tri) Nguyen

Tristan (Tri) Nguyen

Tristan (Tri) Nguyen is an Amazon Pinpoint and Amazon Simple Email Service Specialist Solutions Architect at AWS. At work, he specializes in technical implementation of communications services in enterprise systems and architecture/solutions design. In his spare time, he enjoys chess, rock climbing, hiking and triathlon.

How To Build an Email Service on SES

Post Syndicated from tweirjon original https://aws.amazon.com/blogs/messaging-and-targeting/how-to-build-an-email-service-on-ses/

Foundations

Amazon Simple Email Service (SES) handles hundreds of billions of email messages every month. While many are outbound, one of the fastest-growing parts of the business is for inbound traffic. Customers send and receive email via SES using a combination of public SMTP interfaces and the SES SDK. Traditionally, most customers used SES alongside their existing corporate mail systems, but did you know it’s possible to build a complete email service with SES at its core? In fact, it’s already been done – it’s known as Amazon WorkMail, and it provides mailbox and calendar services to tens of thousands of customers (and millions of mailboxes) around the world.

Ingredients for Success

Email transport depends on a few core components. First of all, you have to be a reputable sender, or the receiving email systems are going to reject anything you try to send. You also have to be insulated against spurious reports of abuse, so that one bad apple can’t take down the entire service for everyone. The solution for both of those issues is the same: have an enormous number of public Mail Transfer Agents (MTAs), and manage their IP reputations actively. If someone reports spam coming from one of those IPs, and it gets added to a block list somewhere on the internet, you have to have a rapid response mechanism to engage with the block list operator and take their prescribed steps to clean up the entry.

The Highest Standards of Security

Similarly, you have to consult those same block lists when mail is sent to your own systems from anywhere on the internet. Inbound email is subjected to a variety of authentication steps before it’s released for delivery to a destination. Quality providers will leverage checks called SPF (Sender Policy Framework) and DKIM (Domain Keys Identified Mail). SPF is designed to prevent malicious senders from masquerading as other domains, and DKIM enables a receiving system to validate the authenticity of the sender and to confirm it hasn’t been manipulated while in transit. If either of these checks fail, a receiving system may take action ranging from dropping the message entirely, to flagging it as suspicious but still delivering it to the user’s inbox. A third security control, DMARC (Domain-based Message Authentication, Reporting, and Conformance) takes SPF and DKIM outputs and generates a series of instructions for receiving mailbox providers about what to do with questionable mail. Any serious provider will support these mechanisms and provide visibility into their actual performance on your email.

Amazon WorkMail’s Interface with SES

Once you’ve got clean email and reputable senders or recipients, you have to be able to figure out where to deliver the message itself. SES Inbound has a specific internal action when used with WorkMail, where the message is routed to WorkMail’s own infrastructure for matching against a known user’s inbox and performing the indexing and storage operations necessary to make it show up in your desktop, web, or mobile mail client. There are a number of options which may take place while that message is in transit, however, and the SES framework supports those with its flexible routing options. For example, a very popular choice is for customers to trigger a transport rule powered by AWS Lambda for inbound and/or outbound messages. Some of these are simple – they append a standard banner to the message if it is inbound from an external source, for example – but there is really no limit to what programmatic steps can be taken. You could submit message content to a large language model (LLM) for training or inspection. You could examine its use of language with AWS Bedrock to train a foundational model in generative AI about how to write emails itself. WorkMail and SES support and encourage these kind of big ideas for working with your message content.

Managing Spikes and Growth

Another critical advantage SES provides is the ability to absorb huge spikes in inbound traffic, and to sustain very large permitted volumes of outbound traffic as well. Email’s underlying standards and protocols offer administrators some degree of control over delays in transit, by implementing retry intervals to buffer messages if they can’t be delivered immediately. The classic on-premise enterprise use case, however, still runs the risk of overwhelming the capacity of the (single) mail server, either due to a malicious action by a sender or a huge increase in usage over a very short period of time. SES absorbs those spikes automatically and has orders of magnitude more capacity than any typical on-premise deployment, meaning that your mail enjoys multiple tiers of buffering only when required, and with no introduced latency if buffering is unnecessary.

Putting it All Together

So how does it all work together? The inbound use case is our main focus. When a message arrives via SMTP, SES first interrogates a back-end directory to confirm that the message is destined for an SES customer. If so, it looks up how the customer’s domain is configured, or if it is a WorkMail customer domain. From there the message passes through the SES message scanner, where its content is evaluated for spam or malware, and a scoring indicator is added to the message headers. That score may result in the message being dropped altogether, or it may result in the message ultimately being delivered to a Junk Mail folder in a WorkMail mailbox. Once scored, the message is either stored in the customer’s S3 storage, or delivered to WorkMail for further processing, such as being put in a specific folder, or redirected to another recipient. Once it’s stored somewhere, the customer can interact with it either using SES APIs, or via standard mail clients interacting with a WorkMail mailbox. In practice a mailbox is a structured object format also within S3, but without raw S3 access because the storage is managed as a system resource within WorkMail instead of being owned by an end customer.

The Customer Experience

When a WorkMail customer wants to send a message, they compose it in a mail client and then click ‘Send’ to send it via SMTP. In the outbound case WorkMail relays the message to SES internet-facing mail relays, which in turn look up the recipient domain information for details on how to route it. SES mail relays also perform the necessary security and authentication checks to ensure that the message is sent by a valid user (either SES native or WorkMail) and that the content is cryptographically signed so a receiving system can verify it hasn’t been manipulated in transit, using the DKIM mechanism described previously. When those steps are complete, the message is handed off to the next mail relay on the internet, and SES has no further role in its future unless a receiving system flags it as abusive. In that case the feedback is delivered to SES automatically and a series of containment actions are considered based on the nature and history of abuse reports. Thus the feedback loop to IP reputation is maintained even in the case of a rogue actor sending bad mail.

Robust Tooling Makes Email Look Easy

The bottom line is that SES enables these flows, and a customer wanting to build a comprehensive mail system could do so themselves if they didn’t want to use WorkMail or another existing email service provider. We’ve seen a tremendous range of creative solution-building from customers when they combine SES inbound and outbound mail, a subset of WorkMail mailboxes and their own rules and organization policies, the use of AWS Lambdas, and inline email security gateways. The flexibility to build whatever you need, without being tied to a single product vendor, is what makes SES so popular with its customers, and ensures that WorkMail – as a turnkey mail service – works so reliably for those customers who just need their mail and calendar to work.

How to verify an email address in SES which does not have an inbox

Post Syndicated from ajibho original https://aws.amazon.com/blogs/messaging-and-targeting/how-to-verify-an-email-address-in-ses-which-does-not-have-an-inbox/

Overview of solution

Amazon Simple Email Service (Amazon SES) is an email platform that provides a straightforward and cost-effective solution for sending and receiving emails using your own email addresses and domains.

One of the most common use cases for using separate verified from email address is in online retails/e-commerce platforms. Online/e-commerce platform need to send emails to their customers where the from address should look like “[email protected]. In these cases, the From addresses like [email protected] does not have inbox setup for receiving emails. Using the following solution, you can avoid setting up an inbox for the email identity while still verifying the email address for sending and receiving.

In order to send emails from SES using email/domain identity, we need to have the From email identity or domain verified in Amazon SES in a supported region. When verifying a domain,you have the option to use Easy DKIM or Bring Your Own DKIM(BYOD). For verifying an email address, you need to create an identity in Amazon SES for the respective region. Once the required email address identity is created, you will receive a verification link in your inbox. To successfully verify the email address, simply open the link in your browser. In this case, you would need to have inbox setup for email address to receive the verification link from [email protected].

Verifying a domain in Amazon SES allows you to send emails from any identity associated with that domain. For example, if you create and verify a domain identity called example.com, you don’t need to create separate subdomain identities for a.example.com, a.b.example.com, nor separate email address identities for [email protected], [email protected], and so on. Therefore, the settings for the domain remain the same for all From addresses and you cannot separate you sending activity. You can use this solution to verify the From address without setting up an inbox and differentiate sending activity and tracking based on settings. The benefits of having different email settings from the domain are mentioned below.

Benefits of verifying the email separately for the same domain:

1) When you verify the email along with your domain, you can keep the settings different for the two Identities. You can setup different Configuration sets, notifications and dedicated IP pools for the verified email. This separation enables you to manage domain and email settings independently.
2) You can have two separate emails for sending transaction ([email protected]) and Marketing emails ([email protected]). After assigning different configuration sets, you can monitor the bounces and complaints separately for the sender. A best practice here would be separating the Transactional and Marketing in sub domains. Having both types in the same domain can adversely affect the reputation for your domain, and reduce deliverability of your transactional emails.
3) Using different dedicated IP pools, you can separate the sending IPs for Marketing and transaction or any other emails. Thus, your IP reputation for one use case is not affected by any other emails.

Prerequisite

1) An active AWS account.
2) Administrative Access to the Amazon SES Console and Amazon Simple Storage Service(S3) console.
3) A verified identity (Domain) with an MX record for the domain pointing to a Receiving Endpoint in one of the following region in Amazon SES.

Region Name Region Receiving Endpoint
US East (N. Virginia) us-east-1 inbound-smtp.us-east-1.amazonaws.com
US West (Oregon) us-west-2 inbound-smtp.us-west-2.amazonaws.com
Europe (Ireland) eu-west-1 inbound-smtp.eu-west-1.amazonaws.com

Solution walkthrough

In order to verify the email in SES, we need to verify the link send from Amazon SES in the email inbox. We will setup receiving rule set and add S3 bucket with required permissions to store emails from Amazon SES in S3 bucket. After receiving the email in S3 bucket, download the email to get the verification link. Open the verification link in a browser to complete the process.

Step 1 : How to setup SES Email Receiving Ruleset for S3 bucket

1) Open the Amazon SES console.
2) In the navigation pane, under Configuration, choose Email Receiving.
Email Receiving Rule set

3) To create a new rule set, choose Create a Rule Set, enter a rule set name, and then choose Create a Rule Set.
Note: If you create a new rule set, select the rule set, and then choose Set as Active Rule Set. Only one of your receipt rule sets can be the active rule set at any given time.


4) Choose Active Rule Set and Choose Create Rule.

Active Ruleset

5) Enter a unique rule name. If your use case requires TLS or spam and virus scanning, then choose Require TLS or Enable spam and virus scanning. To make this an active rule, select the Enabled checkbox. Choose Next.
Receiving Rule Setting

6) To receive emails for specific verified domain, click Add new recipient condition and enter the domain/email address. You can leave it blank and it will store for all the verified domain addresses with receiving setup.
Add recipient condition

7) Choose Add new action, and then choose Deliver to S3 bucket
Action Deliver to S3 bucket

8) Click on Create S3 bucket
Create S3 bucket

9) Enter a unique S3 bucket name and click on ‘Create Bucket’
Note: S3 Bucket policy will be added automatically.
Provide Unique S3 bucket name

(Optional) Choose Message encryption for Amazon SES to use an Amazon Key Management Server (Amazon KMS) key to encrypt your emails.
(Optional) For SNS topic, select an Amazon Simple Notification Service (Amazon SNS) topic to notify you when Amazon SES delivers an email to the S3 bucket.
Add Action in Receiving rule set

10) Click Next and Create Rule.
Review and Create Ruleset

Step 2: Verifying email address in Amazon SES using S3

The following procedure shows you how to verify Email address in Amazon SES.
1) Open the Amazon SES console.
2) In the navigation pane, under Configuration, choose Verified identities.
3) Choose Create identity.
Create Verified Identity

4) Under Identity details, choose Email address as the identity type you want to create.
5) For Email address, enter the email address that you want to use. The email address must be an address that’s able to receive mail and that you have access to.
(Optional) If you want to Assign a default configuration set, select the check box.
6) To create your email address identity, choose Create identity. After it’s created, you should receive a verification email within five minutes from [email protected].

Create Verified identity and Enter
7) Open the Amazon S3 console.
Go to S3 bucket

8) Open the S3 Bucket that you configured to store the Amazon SES emails. Verify that the bucket contains the test email that you sent. It can take a few minutes for the test email to appear.
Select the Received Email in S3 bucket

9) Select the email/object received in S3 bucket. Click Download.
Download the received email/object

10) Open the Downloaded file in Notepad and copy the verification link under the Subject. Paste the link in your Browser and confirm it.
Open the Downloaded email in Notepad

11) Once the link is confirmed, you can check in SES console and confirm under verified identities that your email address is in verified Status.
Browser link after pasting the verification link

Verified Identity confirmation in SES console

Cleaning up:

You should have successfully verified email address in Amazon SES using S3 bucket. To avoid incurring any extra charges, remember to delete any resources created manually if you no longer need them for monitoring.

Steps for removing the resources:

1) Delete all the created/verified Identities.
2) Delete data regarding Amazon SES receiving Rules.
3) Delete data regarding Amazon S3 bucket.

Conclusion:

In this blog post, we explained the benefits of verifying a separate email address for the verified domain without setting up an inbox. Having separate identities for different use cases helps in efficient management of bounces, complaints, and delivery. You can setup different IP pools using configuration set for different use cases.

Follow-up:

https://aws.amazon.com/blogs/messaging-and-targeting/manage-incoming-emails-with-ses/
https://docs.aws.amazon.com/ses/latest/dg/receiving-email.html
https://repost.aws/knowledge-center/ses-receive-inbound-emails

About the Author

Ajinkya bhoite_1Ajinkya Bhoite is Cloud Support Engineer II in AWS and Service Matter Expert in Amazon Simple Email Service(SES). Along with Amazon SES, he is an Amazon S3 enthusiast. He loves helping customers in solving issues related to SES and S3 in their environment. He loves reading, writing and running but not in the same order. He has a fictional novel published on Amazon Kindle by the name Shiva Stone: Hampi’s Hidden treasure.

How to Manage Global Sending of SMS with Amazon Pinpoint

Post Syndicated from Tyler Holmes original https://aws.amazon.com/blogs/messaging-and-targeting/how-to-manage-global-sending-of-sms-with-amazon-pinpoint/

Amazon Pinpoint has a global SMS reach, of 240 countries and regions around the world, enabling companies of all sizes to send SMS globally. Unlike the process of sending a personal message from your phone to someone in another country, sending Application to Person (A2P) messages, also known as bulk SMS, involves many more regulations and requirements that vary from country to country. In this post we will review best practices for sending Global SMS and share a selection of AWS resources to help you send SMS globally.

The first thing to understand about delivering SMS around the world is that it takes a vast network of components working seamlessly together around the globe to deliver an SMS globally. The image below gives a simple example of delivering an SMS in the United States. Mobile devices are at the center of this, connecting to mobile carriers or operators, who operate the infrastructure necessary for SMS transmission. Once you hit that send button from AWS, your message travels to an Aggregator, who has connections to Operators, Partners, and/or other Aggregators. The reason for this is that there is no one vendor who delivers globally. AWS uses many Aggregators that both enable us to send globally as well as improve resiliency and deliverability of your messages. The last stop on the journey is the Short Message Service Center (SMSC), a central hub that receives, stores, and forwards text messages. The SMSC acts as a gateway, routing your message to the recipient’s carrier or operator through a series of interconnected networks, thanks to agreements between different carriers known as interconnection agreements. The entire process is facilitated by the Signaling System 7 (SS7), a set of protocols that enables the exchange of information between telecommunication networks, ensuring messages reach their intended recipients.
Diagram showing how SMS is delivered using aggregators
Every country has its own regulations and processes that you need to comply with in order to successfully deliver SMS to handsets that are registered to a particular country. There are some countries with little regulation and others that will block all SMS traffic unless it has been registered with the proper authorities.

Each country’s requirements include the origination identities (OIDs) that their networks support, some of these include long codes (standard phone numbers that typically have 10 or more digits), short codes (phone numbers that contain between four and seven digits), and Sender IDs (names that contain 6–11 alphanumeric characters). Each of these types of origination identities has unique benefits and drawbacks and you will need one for each use case and country you plan on supporting. Here is a list of the countries that AWS currently sends to and the OIDs that are supported.

Pre-Planning and Country Selection
The first step to planning a global roll out of SMS is to know what countries you want to send to and what each of your use cases are. Put together a spreadsheet (Download Here Global SMS Planning Sheet) for each unique use case you have and the countries you plan on sending to with the below key details:

  • The volumes you expect to send to each country
  • The throughput (Also referred to as Messages per Second, MPS, Transactions per Second, or TPS) at which you expect to deliver these messages
  • Whether your use case is one-way or two-way
    • Not all countries support 2-way communications, which is the ability to have the recipient send a message back to the OID. Sender ID also does not support 2-way communication so if you are planning on using Sender ID you will need to account for how to opt recipients out of future communications.
  • Leave a column for the Origination Identity you will use for each country
  • Leave a column for whether this country requires advanced registration
  • Leave a column for any country specific limitations or requirements such as language limitations
  • Leave a column for the estimated time it takes to register
    • This chart has estimates for common countries but there are others that also have lead time in procuring an OID so please open a support case for review

Selecting an Origination Identity

Now that you have these details all in one place consult this table to determine what OIDs each country supports, and, if your use case requires it, which countries support two-way.

In countries where there are multiple options for OIDs there are several guidelines to consider when you’re deciding what type of origination identity to use:

  • Sender IDs are a great option for one-way use cases. However, they’re not available in all countries and if you are needing to opt-out your customers you will need to provide a way for them to do so since they are only one-way.
    • In some countries (such as India and Saudi Arabia), long codes can be used to receive incoming messages, but can’t be used to send outgoing messages. You can use these inbound-only long codes to provide your recipients with a way to opt out of messages that you send using a Sender ID.
  • Short codes are a great option for two-way use cases and have the highest throughput of all OIDs.
    • While short codes have a higher throughput they also come at a much higher cost than other OIDs so weigh your cost against your use case requirements.
  • In some countries, we maintain a pool of shared origination identities. If you send messages to recipients in a particular country, but you don’t have a dedicated origination identity in that country, we make an effort to deliver your message using one of these shared identities.
    • Shared identities are unavailable in some countries, including the United States and China.
    • Shared identities cannot be 2-way so make sure you have a way of opting customers out of communication

With these in mind consult this guide to help you decide which OID to use for each country and use case. Update your sheet as you review each country. Many of our customers opt for a phased roll-out, enabling SMS for the countries that do not require registration and can be put into production swiftly while working through the registration process for those countries that require it and bringing those to production as they are approved. A phased approach is also preferred as it allows customers to monitor for any problems with deliverability with a smaller volume than their full production workload.

Procurement and Registration of Origination Identities

In countries where registration is onerous it is important to have a few things about your process all in one place. Some registrations are very similar in the information that they ask for while others have special processes that you need to follow. Examples include:

Once you have decided on your OIDs for each of your countries you can begin the process of procuring them. Depending on where you plan on sending you may need to open a case to procure them. Short codes you also need to open a case but the process is slightly different so review the documentation here. If you are having trouble making a decision on OIDs you may have the option of engaging with AWS support or your Account Manager dependent on the support level you have opted for on your account.

Testing SMS Sending

Once you have procured OIDs and are ready to begin testing, it is essential that you set up a way of monitoring the events that Pinpoint generates. Pay attention to the Delivery Receipts (DLRs) that are returned back into the event stream. These provide you details on the success or failure of your sends. Pinpoint delivers all events via Amazon Kinesis, which needs to be enabled within each Project you are using. This is a common solution among our customers. It enables the stream, sends it to a user-specified S3 Bucket, and sets up Tables and Views within Amazon Athena, our serverless SQL query engine.. Kinesis can stream to many different destinations, including Redshift and HTTP endpoints, among many others. This gives you flexibility in how you deliver the events to their required locations. Monitoring SMS events is an important part of sending globally, these are the SMS Events that are possible to receive in your stream.

TPS limits can vary depending on the countries you’re sending to and the OIDs you’re using. If there’s a risk of exceeding these limits and triggering rate limiting errors, it’s crucial to devise a strategy for queuing your messages. Keep in mind, Amazon Pinpoint doesn’t offer queueing capabilities. Therefore, message queueing must be incorporated at your application level or by leveraging AWS services. For instance, you could deploy this commonly used architecture that’s adjustable according to your specific use case.

Once you have your monitoring solution in place, you are read to begin testing sends to real destination phone numbers. Keep in mind that at this point you are likely still in the Sandbox for SMS. This means you have much lower quotas for sending and can only send to verified phone numbers or the SMS Simulator numbers. Pinpoint includes an SMS simulator, which you can use to send text messages and receive realistic event records to 51 commonly sent to countries. Messages sent to these destination phone numbers are not sent over the carrier network but do incur the standard outbound SMS messaging rate for the country that the simulated phone number is based in.

Best Practices for Sending
Before beginning There are two common ways of sending SMS via Pinpoint. The first option is the Pinpoint API using the SendMessages Action, which you can send a direct message to as many as 100 recipients at a time. The second option is to use the SMS and Voice v2 API and the SendTextMessage Action, which has more options available to configure your sends and can send to a single recipient with each call. The V2 API is the preferred way of sending as it allows for more fine grained control over your messages and is the API upon which new functionality will be built. Keep in mind that sending via the API does not attribute any metrics back to an endpoint unless you are specifying an endpoint ID in your call, so if you are using other features of Pinpoint such as campaigns or journeys or sending via other channels such as email you will need to consider your strategy for measuring success and how you will tie all of your communication efforts together.

When sending SMS Pinpoint includes logic for selecting the best OID to send from based on the country code. If there are multiple OIDs available to send to a particular country Pinpoint will default to the highest throughput OID available in your Account/Region. If there are not OIDs specific to the country being sent to Pinpoint will default to SenderID or to a shared OID owned by Pinpoint in that order, if the country allows these OIDs to be used. Given this functionality the best practice for sending SMS is to not specify the OID needed to send to a specific country and to allow Pinpoint to select. You can restrict Pinpoint to send to only those countries that you have OIDs for by using Pools, and turning off Shared Routes, more on this below.

If you have multiple use cases and need to specify the correct OID for each, this is where the V2 API is useful. OIDs can be attached to Pools, which can be configured to serve a particular use case, and the pool can be specified in your SendTextMessage call. Sending using a PoolID and allowing Pinpoint to select the right OID from that pool for the destination phone number simplifies your sending process. This blogpost details the process for creating Pools and using them to send SMS.

As mentioned above Pools also serve an additional use case, which is to limit message sending to specific countries. Some countries allow messages without an OID. If you don’t modify your settings to disable this feature, Pinpoint will attempt to deliver messages to these countries, even if you don’t have an explicit OID for them. Restricting SMS sends only to countries that you have OIDs for can be accomplished by using Pools and configuring “SharedRoutesEnabled“ to false by using the UpdatePool Action. Once configured you will receive an error back if attempting to send to a destination phone number that you do not have an OID for in the Pool. This configuration gives you the ability to control your costs while simplifying your process.

Managing Opt-Outs

As we have seen, managing SMS in an environment of increasing global regulation is challenging. An area of importance that needs to be configured is how you plan on managing the ability for recipients to opt out of your communications. Pinpoint can automatically opt your customers out of SMS communications using predefined keywords such as, “stop” or “unsubscribe.” However, this would make for an Account wide opt-out, and not ideal for customers that have multiple use cases such as OTP and Marketing communications. This blogpost details the process of managing opt-outs for multiple use cases. The configuration is enabled through the V2 API and is another reason to standardize your process on this API.

Monitoring Sending

The last step in ensuring success for SMS sending is having a solid platform for monitoring your sending. SMS is not a guaranteed delivery channel. You will always receive an event for a successful send in the event stream but there is no guarantee of a return status event, if a DLR from a carrier is not sent. A list of SMS Events and possible statuses can be found here.

The first Event you should see returned when watching the Event Stream for an SMS send activity is the “PENDING” event. This means we’ve sent the message to the carrier, where it’s buffered, and we’re waiting for the carrier to return a status message. There are no status messages between the “PENDING” state and the “whatever happens next” state, so if the carrier is retrying, we simply stay in PENDING and do not create more events. If a message is successfully delivered and a DLR is sent back from the carrier then a new event will be generated with a status of “SUCCESSFUL/DELIVERED.”

Make sure to review all of the possible values for the record_status attribute so that you are aware of varying issues with your sending that can arise. For example, statuses such as “Blocked,” “Spam,” and “Carrier_Blocked“ can indicate systemic issues that should be investigated.

Updates sent from a carrier via a DLR can be delayed for up to 72 hours or never sent at all. This varies based on the carrier and the country being sent to. Should you require a higher level of reliability, you need to establish business logic around monitoring SMS messages. If messages remain in a PENDING status longer than your business requirements permit, you must make a decision on how to handle them. You need to consider whether missed or duplicated messages are acceptable, or if it’s preferable to retry messages that are stuck in pending. The following is an example architecture for failed SMS retries that you can adjust to your needs.

Conclusion

This post covers the general process for getting started with Global SMS but as you have learned each country presents a different challenge and the regulatory environment is constantly evolving. It’s important to make sure that you are receiving messages from AWS that detail new regulations, new feature launches, and other major announcements to continually improve your process and make sure your SMS are delivering at the highest rate possible.

Take the time to plan out your approach, follow the steps outlined in this blog, and take advantage of any resources available to you within your support tier.

Decide what origination IDs you will need here
Review the documentation for the V2 SMS and Voice API here
Review the Pinpoint API and SendMessage here
Check out the support tiers comparison here

Resources:
https://docs.aws.amazon.com/pinpoint/latest/userguide/channels-sms-countries.html
https://aws.amazon.com/blogs/messaging-and-targeting/how-to-utilise-amazon-pinpoint-to-retry-unsuccessful-sms-delivery/
https://datatracker.ietf.org/doc/html/draft-wilde-sms-uri-20#section-4
https://docs.aws.amazon.com/pinpoint/latest/developerguide/event-streams-data-sms.html
https://docs.aws.amazon.com/pinpoint/latest/userguide/channels-sms-limitations-opt-out.html
https://docs.aws.amazon.com/pinpoint/latest/userguide/channels-sms-simulator.html

Amazon SES – How to track email deliverability to domain level with CloudWatch

Post Syndicated from Alaa Hammad original https://aws.amazon.com/blogs/messaging-and-targeting/amazon-ses-how-to-track-email-deliverability-to-domain-level-with-cloudwatch/

Why is it important to track email deliverability per domain with Amazon Simple Email Service (SES)?

Amazon Simple Email Service (Amazon SES) is a scalable cloud email service provider that enables businesses to build a large-scale email solution and host multiple domains from the same SES account for different purposes ex: one domain for sending marketing emails such as special offers, another domain to send transactional emails such as order confirmations, and other types of correspondence such as newsletters.

As your product, service or solution built on Amazon SES grows and you require multiple domains verified, it is important to track email deliverability for emails you send from each domain for business continuity, billing purposes or incidents investigations. This can be useful to identify if you have low email deliverability for your business domain or if you have a domain generating high bounce or complaint rates and take proactive actions before impacting the account’s ability to send emails from any other domains.

SES offers features that automatically manage deliverability per domain through Virtual Deliverability Manager. Virtual Deliverability Manager helps enhance email deliverability and provides insights into sending and delivery data, as well as offering solutions to fix negative email sending reputation. You can learn more about Virtual Deliverability Manager here.

Solution Walkthrough

Amazon SES provides a way to monitor sender reputation metrics such as bounce and complaint rates per account or configuration sets using event publishing. This blog will discuss how you can use Amazon SES message auto-tags to monitor and publish email deliverability events (Send, Delivery, Bounce, Complaints) to CloudWatch custom metrics per domain. In addition, you will see how to create a custom CloudWatch dashboard that’s easy to access in a single view to monitor your domain metrics. This CloudWatch dashboard can help to provide guidance for your team members during operational events about how to respond to specific incidents for your sending domain.

What are Amazon SES Auto-Tags:

Message tags are a form of name/value pairs to categorize the email you are sending. For example, if you advertise books, you could name a message tag general, and assign a value of sci-fi or western, when you send an email for the associated campaign. Depending on which email sending interface you use, you can provide the message tag as a parameter to the API call (SendEmail, SendRawEmail) or as an Amazon SES-specific email header.

In addition to the message tags you add to any emails you send, Amazon SES adds a set of Auto-Tags that are automatically included in any emails you send. You don’t need to pass the parameters of the auto-tags to the API call or email headers since SES does this automatically.

The auto-tags in the list below are used to track the email deliverability for specific events ( ex: Send, Delivery, Bounce, Complaint). SES does this by using the name/value pairs of the auto-tag name as a dimension in CloudWatch metric to track the count of events of specific auto-tag. This blog post will use “ses:from-domain” auto-tag to configure event publishing for tracking and publish email deliverability events (Send, Delivery, Bounce, Complaints) you receive per domain to CloudWatch metrics and CloudWatch dashboard.

Amazon SES auto-tags added to messages you send

Prerequisites:

For this walkthrough, you should have the following prerequisites:

Configure Amazon SES to publish email deliverability events to CloudWatch destination:

To configure event publishing for tracking email deliverability events, you first need to create a configuration set. Configuration sets in SES are groups of rules, that you can apply to your verified identities. When you apply a configuration set to an email, all of the rules in that configuration set are applied to the email.

After your configuration set is created, you need to create Amazon SES event destination. Amazon SES will send all email deliverability events you intend to track to this event destination. In this blog the event destination is Amazon CloudWatch.

    1. Sign in to the Amazon SES console.
    2. In the navigation pane, under Configuration, choose Configuration sets. Choose Create set.
    3. Enter Configuration set name, leave the rest of fields to default, scroll to the send and click on Create set.
    4. Under configuration set home page click on Event destinations tab and select Add destination
    5. Add SES event destination to configuration set
    6. Under Select event types, check Sends, Deliveries, Hard bounces and Complaints boxes and click Next.
    7. selecting event types to track
    8. Under Specify destination, Select Amazon CloudWatch.
    9. Select event destination as Amazon CloudWatch
    10. Name – enter the name of the destination for this configuration set. The name can include letters, numbers, dashes, and hyphens. (example : Tracking_per_Domain)
    11. Under Amazon CloudWatch dimensions, Select Value source: Message tag , Dimension name: ses:from-domain and Default value: example.com (you will need to add the verified domain name you want to track) as shown below:
    12. add message auto-tag as CloudWatch dimension to track
    13. Review, When you are satisfied that your entries are correct, Click Add destination to add your event destination.

Send a test email via Amazon SES mailbox simulator to trigger events in CloudWatch custom metric.

After selected Amazon CloudWatch as event destination , Amazon CloudWatch will create a custom metric with the auto-tag dimension and value you chose. For this custom metric to appear in CloudWatch Console, you must send an email to trigger each selected event. We recommend using the Amazon SES Mailbox Simulator to avoid generating real bounces or complaints that could impact your account’s reputation.

In the below section, This blog will show how to send those test emails to the following recipients manually using CLI. If you would like to use the console method to send those emails. you will need to send three separate test emails since the console will only allow one recipient per message:

Amazon SES Mailbox Simulator recipients to trigger the events in CloudWatch metrics:
[email protected]
[email protected]
[email protected]

Note: You must pass the name of the configuration set when sending an email. This can be done by either specifying the configuration set name in the headers of emails, or specifying it as a default configuration set. This can be done at the time of identity creation, or later while editing a verified identity.

The following example uses send-emailCLI command to send a formatted email to the Amazon SES simulator recipients:

Before you run any commands, set your default credentials by following Configuring the AWS CLI. The IAM user must has “ses:SendEmail” permission to send email.

  1. Navigate to your terminal where the AWS CLI is installed and configured. Create message.json file for the message to send and add the following content:
  2. {
    "Subject": {
    "Data": "Testing CW events with email simulator",
    "Charset": "UTF-8"
    },
    "Body": {
    "Text": {
    "Data": "This is the message body of testing CW events with email similulator.",
    "Charset": "UTF-8"
    }
    }
    }
  3. Create a destination.json file to add Amazon SES simulator recipients for bounces, complaints and delivery events as shown below:
  4. { 
    
    "ToAddresses": ["[email protected]", "[email protected]" , "[email protected]"]
    
    }
  5. Send a test email using send-email CLI command to send a formatted email to the Amazon SES simulator recipients:
  6. aws ses send-email --from [email protected] --destination file://destination.json --message file://message.json --configuration-set-name SES_Config_Set --region <AWS Region>
  7. After the message sent, you are expected to see the following output:
  8. {
    
    "MessageId": "EXAMPLEf3a5efcd1-51adec81-d2a4-4e3f-9fe2-5d85c1b23783-000000"
    
    }

Now you sent a test email to trigger the events you want to track in CloudWatch custom metrics. Lets create the CloudWatch dashboard to see those metrics.

Create CloudWatch dashboard to track the email deliverability events for my domain.

  1. Sign in to the Amazon CloudWatch console.
  2. In the navigation pane, choose Dashboards, and then choose Create dashboard.
  3. In the Create new dashboard dialog box, enter a name like ‘CW_Domain_Tracking’ for the dashboard, and then choose Create dashboard.
  4. In the Add Widget dialog box, Choose Number to add a number displaying a metric to the dashboard and then choose Next
  5. Under Add metric graph, click on edit sign to rename the graph with your domain example.com . this will make it easy for you to select the dashboard of the domain if you have multiple domains.
  6. In the Browse tab , Select the AWS region where you are running your SES account and in the search bar, search for “ses:from-domain”.
  7. You will get four metrics returned with your domain name “example.com”. Select checkbox beside the four metrics and click Create widget.
  8. CloudWatch dashboard with the metrics
  9. Save dashboard in the top right corner of the dashboard page to save the widget settings.
  10. Save CloudWatch dashboard settings

After the CloudWatch dashboard created, for any email you send from example.com domain with configuration set name passed in the email header, The email deliverability events will be counted in your CloudWatch metrics and you will be able to see them in the CloudWatch dashboard.

As an additional step. You can also setup a CloudWatch alarms for this custom metrics and add a threshold for each metric. When the metric breach the threshold, the alarm goes on and send an SNS notification to you to take the necessary actions.

Cleaning Up:

This setup includes Amazon CloudWatch and Amazon SES service charges. To avoid incurring any extra charges, remember to delete any resources created manually if you no longer need them for monitoring.

Resources to delete from Amazon SES console.

  1. In the navigation pane, under Configuration, choose Configuration sets.
  2. Check the box beside Configuration set you created and select Delete.

Resources to delete from Amazon CloudWatch console.

  1. In the navigation pane, choose Dashboards, and then choose the dashboard you created.
  2. In the upper-right corner of the graph that you want to remove, choose Actions, and then choose Delete Dashboard.
  3. Save dashboard.

Conclusion:

You have now seen how to configure Amazon SES to track email deliverability at domain level with CloudWatch dashboard. Tracking email deliverability for emails you send from each domain is essential for business continuity, billing purposes or incidents investigations. Using SES message auto-tags and CloudWatch metrics you can identify the domains that have low email deliverability quickly and take necessary actions to maximize your email deliverability and take proactive actions before impacting the account’s ability to send emails from any other domains.

About the author:

Alaa Hammad

Alaa Hammad is a Senior Cloud Support Engineer at AWS and subject matter expert in Amazon Simple Email Service and AWS Backup service. She has a 10 years of diverse experience in supporting enterprise customers across different industries. She enjoys cooking and try new recipes from different cuisines.

How to send your first email on SES

Post Syndicated from Dustin Taylor original https://aws.amazon.com/blogs/messaging-and-targeting/how-to-send-your-first-email-on-ses/

Introduction

Sending your first email on any service can be complicated. In this blog we will walk you through how to send your first email on Amazon Simple Email Service (SES) through the SES Console and to direct you to examples of how you can send email through the AWS SDK. Our public documentation includes additional information on how you can configure SES. We encourage you to read through these documents to learn about these other mechanisms in the future.

Getting Started

Getting started with sending an email on SES requires three actions which are: 1) verifying a domain or email address 2) requesting production access to SES and 3) sending your first email. Let’s walk through each of these steps and send our first email.

Verifying an Identity

To start, you will configure what email address or domain your customers will receive emails from. As part of this verification, you will need to be able to either receive a confirmation email at the email address you are trying to setup, or to publish CNAME records for your intended domain. Generally, we recommend using a domain for your email sending as this gives you the ability to set up SPF, DKIM, and DMARC alignment which will increase recipient trust in your emails. Email addresses can be used for account-specific email sending where a customer may not own a domain, but this type of use-case is prone to receiving entities having low trust in the sender and a lower probability of inbox placement. For more in-depth instructions please review our public documentation as I will briefly touch on the most important pieces to verifying a domain or email address.

To verify an identity, you can go to the SES Console and click the ‘Verified identities’ link on the left-hand side of the screen. It will then present you with a list of verified domains or email addresses currently in your account if they were previously verified. There is a yellow button that states ‘Create identity’, when you click this you will be presented with a screen to choose whether to verify an email address or domain.

Email Address Verification

To verify an email address, you will be prompted with the following dialog:

The dialog presented to a sender when they choose to verify an email address in the SES console.

To verify an email address to use as your sending identity, you will include the address in the ‘Email address’ field and then click the ‘Create identity’ button. This will trigger an automated email to the address with a verification link that will need to be clicked to verify ownership of the email address. Once verified, you can begin sending emails from your new email address identity.

Domain Verification

To start verifying a domain you will click the ‘Verified identities’ option from the ‘Configuration’ dropdown which can be found on the left side of the screen. When choosing to verify a domain, you will be presented with a series of dialogs which include:

The dialog presented to a sender that prompts a decision to verify a domain or email address.

Here you will need to include the domain you intend to use for email sending. If you are keeping to a basic configuration on SES this will be the only data you need to add to this dialog. However, it is recommended to also use a custom mail-from. A custom mail-from is a way for you to remove the amazonses.com domain from your mail-from header to ensure domain alignment throughout your headers. You can find more information about the custom mail-from addresses in our documentation.

After finishing your changes in the first dialog you will then be presented with a second dialog that looks like the following:

The dialog which allows a sender to verify the domain they intend to use to send email.

To verify the domain, you will need to utilize either the Easy DKIM feature, or to provide a DKIM authentication token if you plan to DKIM sign your own messages. In selecting the ‘Easy DKIM’ option, you will be presented with the option to use either 1024 bit or 2048 bit signing key length. We would recommend utilizing the 2048 bit signing key length for most customers as this is the more secure key.

If you use Amazon Route53 as your DNS provider, SES can automatically publish DNS records for your domain. If not, this step will require you to edit your DNS records to include three CNAME records which are used for the DKIM signature process and as a mechanism to prove domain ownership. An example of the CNAME records is as follows:

An example dialog of the CNAME records that are generated when attempting to verify an identity.

Once you have placed these DNS records SES will periodically attempt to look-up the records to change the status of your domain verification. If SES doesn’t automatically update the status, you are presented with the option to force another check to verify the records are present.

After your domain verification is successful, you are now ready to send emails from any email address for your domain.

Requesting Production Access

Now that you’ve verified an identity, the next step is to be able to send an email to an unverified identity you will need to request production access. If you only want to test to your own domain or email address you can skip this step until you are ready to send to unverified recipients.

Note: This is region-based, a request for production access is limited to the region in which you are requesting. 

To begin this process, you will navigate to the SES Console and the ‘Account dashboard’ section. Once you are on this page you will be presented with the following dialog at the top of your screen.

Clicking the ‘Request production access’ button will then navigate to the ‘Request details’ page which you can reference below.

The dialog from the SES console showing that the SES account is still in the sandbox.
Fill out each section with the details of your mail-type, website URL, use case description, and then acknowledging that you have read and agree to the AWS Service Terms and Acceptable Use Policy (AUP). When filling out the use case description, provide as much detail as you can for your request as our teams will review to determine if we need more information before approving or denying your request. An example of a good use case description would look like the following:

“Example.com is the domain my company intends to use to send our transactional emails. Our recipients are all customers who have either signed up for an account, requested a new password, or have made purchases through our website. We require confirmation of opt-in for all our new accounts and if no confirmation is received, we do not attempt to send an email to that address.”

Note: SES will review your production access request and will provide feedback on your use case and whether it could pose a risk to the sending reputation of SES, our customers, or your own sending domain.

Finally, click the ‘Submit request’ button to submit your request for production access. This will create an AWS Support case and will be reviewed by our team. These requests are reviewed with a 24-hour Service Level Agreement (SLA). While you are waiting for production access you can send test emails to any of the Mailbox Simulator endpoints or to your own verified domain(s) or email address(es).

Sending Your First Email

From the Console

To send your first email from the SES Console you will need to start by clicking the ‘Verified identities’ option from the ‘Configuration’ dropdown which can be found on the left side of the screen. From here you will select the domain and/or email address you want to send your email from and then click the ‘Send test email’ button, which will open the following screen:

The message details dialog where a sender can send an email from the SES console

From here you will fill out the ‘From-address’ box with the local name (anything before the @ sign) that you want to use to send the email. If you want to test SES functionality you can choose any of the dropdown events present, or you can choose the ‘Custom’ option which will allow you to set a ‘Custom recipient’ address of your choosing. Then you will fill out the ‘Subject’ and ‘Body’ fields with the content you will use for this first test email and then click the ‘Send test email’ button.

Congratulations, you’ve sent your first email from the SES Console! Now, utilizing SES to send single emails from the console isn’t the most scalable way to send email. In the next section, I will provide you links to our documentation for the 5 programming languages supported with the AWS SDK so that you can begin building your integration with SES.

From Code

The AWS Documentation includes some code snippets on how to send an email with SES via the AWS SDK. You can find examples of how to send an email from languages such as: .NET, Java, PHP, Ruby, and Python. We highly recommend reviewing our documentation to see these introductory code snippets to get you started.

Conclusion

Hopefully this blog post has aided you in your journey to send your first email through SES. From verifying a domain, requesting production access, and finally sending an email through the console. Take this knowledge and build upon it for future success in sending email through SES. Happy sending!

Manage Incoming Emails at Scale with Amazon SES

Post Syndicated from Bruno Giorgini original https://aws.amazon.com/blogs/messaging-and-targeting/manage-incoming-emails-with-ses/

Introduction

Are you looking for an efficient way to handle incoming emails and streamline your email processing workflows? In this blog post, we’ll guide you through setting up Amazon Simple Email Service (SES) for incoming email, focusing on the setup, monitoring, and use of receipt rules to optimize your email handling.

Amazon SES is a powerful and flexible cloud-based email service that enables you to send and receive emails at scale, while ensuring high deliverability and maintaining compliance with email best practices. By using Amazon SES for incoming email, you can customize your email processing pipeline and seamlessly integrate with other AWS services such as Amazon S3, AWS Lambda, and Amazon SNS.

We’ll start by walking you through the process of verifying your domain and setting up DomainKeys Identified Mail (DKIM) to ensure your emails are secure and authenticated. Next, we’ll explain how to create and manage receipt rule sets and add receipt rules with various actions for different processing scenarios. We’ll also cover monitoring your email processing using Amazon CloudWatch metrics.

As we progress, we’ll dive into advanced topics such as conditional receipt rules and chaining receipt rules, which can help you build complex and tailored email processing workflows, including multi-tenant scenarios. By the end of this post, you’ll have a comprehensive understanding of how to harness the power of Amazon SES for your incoming email needs.

So, let’s get started on simplifying your incoming email processing with Amazon SES!

Setting up Amazon SES for email receiving

Identifying the AWS region

For new users of the Amazon Simple Email Service (SES) inbound feature, it’s important to understand that all AWS resources used for receiving email with Amazon SES, except for Amazon S3 buckets, need to be in the same AWS Region as the Amazon SES endpoint. This means that if you are using Amazon SES in a specific region, such as US West (Oregon), any additional resources like Amazon SNS topics, AWS KMS keys, and Lambda functions also need to be created in the same US West (Oregon) Region. Additionally, to successfully receive email with Amazon SES within a particular Region, you must create an active receipt rule set specifically in that Region. By adhering to these guidelines, new users can effectively configure and utilize the inbound feature of Amazon SES, ensuring seamless email reception and efficient management of related resources. Amazon SES only supports email receiving in certain AWS Regions. For a complete list of Regions where email receiving is supported, see Amazon Simple Email Service endpoints and quotas in the AWS General Reference.

Verifying your domain

Before you can start receiving emails with Amazon SES, you must verify your domain. Domain verification is a crucial step in the setup process, as it confirms your ownership of the domain and helps prevent unauthorized use. In this section, we’ll walk you through the process of verifying your domain in the Amazon SES console.

  1. Sign in to the AWS Management Console and open the Amazon SES console.
  2. In the navigation pane, under Configuration, choose Verified identities.
  3. In the list of Identities section, choose Create identity.
  4. Under Identity details, choose Domain as the Identity type field. You must have access to the domain’s DNS settings to complete the domain verification process.
  5. Enter the name of the domain or subdomain in the Domain field.
  6. You must configure DKIM as part of the domain verification process. For Advanced DKIM settings, ensure that the Enabled box is checked in the DKIM signatures field.
  7. Choose Create identity. 
  8. This will generate a list of DNS records that you need to add to your domain’s DNS configuration. These can be found in the DomainKeys Identified Mail (DKIM) container, under Publish DNS records.

    SES DomainKeys Identified Mail (DKIM)

    Publish DNS records

  9. Add the generated DNS records to your domain’s DNS configuration. These records include a Legacy TXT record for domain verification and CNAME records for DKIM authentication. You may need to consult your domain registrar’s documentation for instructions on adding DNS records.
  10. Once the DNS records have been added, return to the Amazon SES console and wait for your domain’s verification status to change from “Verification pending” to “Verified.” This process may take up to 72 hours, depending on your domain registrar’s DNS propagation time.

Publishing an MX record for Amazon SES email receiving

To enable email receiving with Amazon SES, you need to publish an MX (Mail Exchange) record in your domain’s DNS configuration. The MX record directs incoming emails to Amazon SES for processing. Follow these steps to publish the MX record:

  1. Log in to your domain registrar or DNS management console.
  2. Locate the DNS management section for your domain.
  3. Create a new MX record by specifying the following details:
    • Host/Name/Record: Leave this field blank or enter “@” to represent the root domain.
    • Value/Points to/Target: Enter the value “10 inbound-smtp.[AWS Region].amazonaws.com“, replacing [AWS Region] with the AWS region where you are using Amazon SES for email receiving. For example, if you are using US West (Oregon) region, the value should be “10 inbound-smtp.us-west-2.amazonaws.com“.
    • TTL (Time to Live): Set a TTL value according to your preference or leave it as the default.
  4. Save the MX record.

Once the MX record is published with the correct value, incoming emails addressed to your domain will be routed to Amazon SES for processing. Remember to ensure that any other email-related resources, such as SNS topics or Lambda functions, are also created in the same AWS region as your Amazon SES endpoint.

For more detailed information on publishing MX records for Amazon SES email receiving, you can refer to the official documentation.

Creating a Receipt Rule set

A receipt rule set is a collection of rules that define how Amazon SES processes incoming emails for your domain. Each rule contains one or more actions that determine the processing flow of incoming emails. In this section, we’ll guide you through the process of creating a new receipt rule set in the Amazon SES console and activating it for your domain.

  1. Sign in to the AWS Management Console and open the Amazon SES console.
  2. In the navigation pane, under Configuration, choose Email receiving.
    • Note: if you don’t see the Email receiving option in the menu, check again that you’re in fact in a region supporting this feature.
  3. Under the Receipt rule sets tab in the Email receiving pane, choose Create rule setimage-20230523131953561.png
  4. Enter a name for your new rule set in the Rule set name field. This name should be descriptive and easy to identify, such as “MyApp-IncomingEmail.”
  5. After entering a unique name, choose Create rule setimage-20230523132526096.png
  6. To activate the newly created rule set, choose Set as active next to your rule set’s name. This action will ensure that Amazon SES uses this rule set for processing incoming emails to your domain. Your new rule set will now be listed in the Active rule set section.

For more information on creating and managing receipt rule sets, you can refer to the official documentation.

In the next section, we’ll explore adding receipt rules to your rule set, which define the specific actions to be taken for incoming emails.

Adding Receipt Rules

Receipt rules define the specific actions that Amazon SES should take when processing incoming emails for your domain. Common actions include saving the email to an Amazon S3 bucket, invoking an AWS Lambda function, or publishing a notification to an Amazon SNS topic. In this section, we’ll guide you through the process of adding receipt rules to your rule set in the Amazon SES console and provide examples of when to use each action.

  1. Sign in to the AWS Management Console and open the Amazon SES console.
  2. In the navigation pane, under Configuration, choose Email receiving.
  3. Under the Email receiving pane, in the Receipt rule sets tab, select the name of your active rule set from the All rule sets section. This will navigate to the details page for that rule set.
  4. Choose Create rule to begin creating a new receipt rule.
  5. On the Define rule settings page, under Receipt rule details, enter a unique Rule name.
    • For Status, only clear the Enabled checkbox if you don’t want to run this rule after creation.
    • (Optional) For Transport Layer Security (TLS), by selecting Required you can enforce a specific TLS policy for incoming emails that match this rule. By default, Amazon SES will use the Optional policy, which means it will attempt to use TLS but will not require it.
    • For Spam and virus scanning, only clear the Enabled checkbox if you don’t want Amazon SES to scan incoming messages for spam and viruses.
  6. After entering a unique rule name, choose Next.
  7. On the Add recipients conditions page, under Recipients conditions, use the following procedure to specify one or more recipient conditions. You can have a maximum of 100 recipient conditions per receipt rule.
    • Under Recipient condition, specify the email addresses or domains that this rule should apply to. You can use wildcards to match multiple addresses or domains. For example, you can enter example.com and .example.com to apply the rule to all email addresses within the example.com domain and within all of its subdomains.
    • Repeat this step for each recipient condition you want to add. When you finish adding recipient conditions, choose Next.
  8. On the Add actions page, open the Add new action menu and select the desired action from the list, such as Deliver to S3 bucket, Invoke AWS Lambda function, or Publish to Amazon SNS topic. Configure the selected action’s settings as required.
    • Deliver to S3 bucket: Choose this action if you’re expecting emails with large attachments, need to store emails for archival purposes, or plan to process emails using other AWS services that integrate with Amazon S3. You’ll need to specify the Amazon S3 bucket where the incoming emails should be stored.
    • Invoke AWS Lambda function: Choose this action if you want to process incoming emails using custom logic, such as filtering, parsing, or modifying the email content. You’ll need to specify the AWS Lambda function that should be invoked when an incoming email matches this rule.
    • Publish to Amazon SNS topic: Choose this action if you’re processing smaller emails or want to receive real-time notifications when an email arrives. You’ll need to specify the Amazon SNS topic where notifications should be published.
    • For more information and additional actions, see the Action options section of the Developer Guide.
  9. Once configured, choose Next to proceed to the Review page.
  10. On the Review page, review the settings and actions of the rule. If you need to make changes, choose the Edit option.
  11. When finished, choose Create rule to add the new receipt rule to your rule set. The rule will now be applied to incoming emails that match the specified recipient conditions.
image.png

You can create multiple receipt rules within a rule set, each with different actions and conditions. Amazon SES will apply the rules in the order they appear in the rule set. For more information on creating and managing receipt rules, you can refer to the official documentation.

Monitoring your incoming email

Configuring Amazon CloudWatch metrics

Once you have enabled email receiving in Amazon SES and created receipt rules for your emails, you can monitor and view the metrics using Amazon CloudWatch. Follow these steps to configure Amazon CloudWatch metrics for Amazon SES email receiving:

  1. Open the Amazon CloudWatch console.
  2. Navigate to the Metrics section and select All metrics.
  3. In the list of available metrics, locate and select SES to view SES-related metrics.
  4. Expand the Receipt Rule Set Metrics and Receipt Rule Metrics sections to access the specific metrics for your receipt rule sets and rules.
  5. Under Receipt Rule Set Metrics, you will find the following metrics:
    • “Received”: Indicates whether SES successfully received a message that has at least one rule applying. The metric value is always 1.
    • “PublishSuccess”: Indicates whether SES successfully executed all rules within a rule set.
    • “PublishFailure”: Indicates if SES encountered an error while executing rules within a rule set. The error may allow for retrying the execution.
    • “PublishExpired”: Indicates that SES will no longer retry executing the rules within a rule set after four hours.

These metrics can be filtered by the dimension RuleSetName to obtain data specific to individual rule sets.

  1. Under Receipt Rule Metrics, you will find the following metrics:
    • “Received”: Indicates whether SES successfully received a message and will try to process the applied rule. The metric value is always 1.
    • “PublishSuccess”: Indicates whether SES successfully executed a rule that applies to the received message.
    • “PublishFailure”: Indicates if SES encountered an error while executing the actions in a rule. The error may allow for retrying the execution.
    • “PublishExpired”: Indicates that SES will no longer retry executing the actions of a rule after four hours.

These metrics can be filtered by the dimension RuleName to obtain data specific to individual rules.

  1. Note that the metrics will only appear in the CloudWatch console if you have enabled email receiving, created receipt rules, and received mail that matches any of your rules.
  2. Keep in mind that changes made to fix your receipt rule set will only apply to emails received by Amazon SES after the update. Emails are always evaluated against the receipt rule set in place at the time of receipt.

Amazon SES also provides an Automatic Dashboard for SES in the CloudWatch console, which offers a preconfigured set of SES metrics and alarms to monitor your email sending and receiving activity. This dashboard provides a consolidated view of key metrics, making it easier to track the performance and health of your Amazon SES environment.

By configuring Amazon CloudWatch metrics, you can gain valuable insights into the performance and execution of your receipt rule sets and rules within Amazon SES. For more detailed information on viewing metrics for Amazon SES email receiving using Amazon CloudWatch, refer to the official documentation.

Using receipt rules effectively

Chaining Receipt Rules

Chaining receipt rules enable you to create sophisticated email processing workflows by linking multiple rules together, allowing each rule to apply specific actions based on the outcome of the previous rule. This advanced technique can help you achieve greater flexibility and precision in handling your incoming emails with Amazon SES. In this section, we’ll explain how to create chained receipt rules and provide examples of common use cases.

  1. Sign in to the AWS Management Console and open the Amazon SES console.
  2. Under the Email receiving pane, in the Receipt rule sets tab, select the name of your active rule set from the All rule sets section
  3. Review the existing rules in your rule set and ensure that they are ordered correctly. Chaining relies on the order of the rules, as each rule’s conditions and actions are evaluated sequentially. Under the Reorder tab, the rule orders can be modified by selecting the corresponding arrow associated with each.
  4. To chain additional rules, follow the steps previously outlined in the Adding Receipt Rules section and adjust the rule orders as necessary.

Chaining receipt rules can help you build complex email processing workflows with Amazon SES. Some common use cases include:

  • Executing multiple filtering criteria in an order that you specify. For example, adding a specific header value and then sending to additional AWS services such as Amazon S3, Amazon SNS, or AWS Lambda.
  • Creating multi-stage processing pipelines, where the output of one action (e.g., saving an email to Amazon S3) is used as the input for the next action (e.g., processing the email with AWS Lambda).
  • Implementing fallback actions, where the first rule in the chain attempts a specific action (e.g., saving an email to a primary S3 bucket), and if it fails, the next rule in the chain applies a different action (e.g., saving the email to a secondary S3 bucket).

The following figure shows how receipt rules, rule sets, and actions relate to each other.

SES Chaining multiple rules in a rule set

For more information on creating and managing receipt rules, you can refer to the official documentation.

Handling the 200 Receipt Rules per Rule Set limit

For each AWS account, Amazon SES imposes a limit of 200 receipt rules per receipt rule set. While this limit is sufficient for most use cases, there might be situations where you need to process a higher volume of incoming emails with more complex rule sets. These are some strategies to work around the 200 receipt rule limit using Amazon SES and other AWS services:

  • Utilize rule chaining: As mentioned earlier, chaining receipt rules allows you to link multiple rules together, effectively extending the number of actions you can perform for a single email. By chaining rules, you can create more complex processing workflows without exceeding the 200 rule limit.
  • Combine rules with actions: Instead of creating separate rules for each scenario, consider combining multiple actions within a single rule. This approach can help you reduce the total number of rules while still catering to various email processing requirements.
  • Use AWS Lambda for custom processing: Leverage AWS Lambda to perform custom processing on incoming emails. By incorporating Lambda functions in your receipt rules, you can handle more complex processing tasks without increasing the number of rules. This approach also allows you to offload some processing logic from Amazon SES to Lambda, providing additional flexibility.
  • Consolidate similar actions: If you have several rules performing similar actions, it is advisable to consolidate them into a single rule with multiple actions. This consolidation can help you reduce the total number of rules while maintaining the desired functionality.
  • Evaluate rule usage: Regularly review and evaluate your existing receipt rules to identify any rules that are no longer in use or can be optimized. Removing or consolidating unnecessary rules can help you stay within the 200 rule limit while still addressing your email processing requirements.

By implementing these strategies, you can effectively work around the 200 receipt rule limit in Amazon SES and build more complex email processing workflows to cater to your specific needs. Remember to monitor and optimize your rule sets regularly to make the most of the available resources and maintain efficient email processing.

For more information on the inbound quotas and limits in Amazon SES, you can refer to the official AWS documentation at Quotas related to email receiving.

Best Practices for multi-tenant scenarios

When dealing with multi-tenant scenarios in your application, it’s crucial to manage incoming emails efficiently to ensure smooth operation and a seamless experience for your users. In this section, we’ll provide best practices to handle incoming emails in multi-tenant environments using Amazon SES.

In a multi-tenant scenario, where multiple customers or tenants share a single AWS account, it’s important to consider the limit of 200 receipt rules per receipt rule set imposed by Amazon SES. To ensure compliance with this limit and maintain optimal email processing, the following practices are recommended:

  • Segregate tenants using email subdomains: Create unique subdomains for each tenant and route their incoming emails accordingly. This approach makes it easier to manage email processing rules and helps isolate tenants from potential issues.
  • Create separate rule sets for each tenant: By creating dedicated rule sets for each tenant, you can maintain better control over email processing rules and actions specific to their needs. This can simplify management and make it easier to update rules for individual tenants without affecting others.
  • Use tags to identify tenant-specific emails: Apply tags to incoming emails using the AddHeader action in your receipt rules. These tags can include tenant-specific identifiers, which will help you route and process emails correctly. You can later use these tags in other AWS services (e.g., AWS Lambda) to process tenant-specific emails.
  • Leverage conditional receipt rules: Utilize conditional receipt rules to apply tenant-specific processing based on email headers, recipients, or other criteria. This way, you can ensure that the right actions are taken for each tenant’s incoming emails.
  • Monitor tenant-specific metrics: Configure Amazon CloudWatch metrics and alarms for each tenant to track their email processing performance separately. This enables you to keep a close eye on individual tenants and take appropriate actions when needed.
  • Implement rate limiting: To prevent tenants from overwhelming your email processing pipeline, consider implementing rate limiting based on the number of incoming emails per tenant. This can help ensure fair resource allocation and prevent potential abuse.
  • Ensure security and privacy: Always encrypt tenant data at rest and in transit, and follow best practices for data protection and privacy. Consider using AWS Key Management Service (KMS) to manage encryption keys for each tenant.
  • Test and validate rule sets: Before deploying rule sets for tenants, thoroughly test and validate them to ensure they function as intended. This can help prevent unexpected behavior and maintain a high level of service quality.

By following these best practices for handling incoming emails in multi-tenant scenarios with Amazon SES, you can ensure a robust and efficient email processing pipeline that caters to each tenant’s unique requirements. As you continue to work with Amazon SES in multi-tenant environments, stay up to date with AWS documentation and best practices to further optimize your email processing workflows.

Conclusion

In this blog post, we’ve explored how to set up Amazon Simple Email Service (SES) for incoming email processing using receipt rules, rule sets, and various actions. We’ve covered domain verification, DKIM setup, creating and managing rule sets, adding receipt rules, and configuring Amazon CloudWatch metrics and alarms. We’ve also delved into advanced topics such as chaining receipt rules for more complex email processing workflows.

By following this guide, you can effectively leverage Amazon SES to process and manage your incoming emails, optimizing your email workflows, and maintaining high email deliverability standards. With Amazon SES, you can customize your email processing pipeline to meet your specific needs and seamlessly integrate with other AWS services such as Amazon S3, AWS Lambda, Amazon SNS, and Amazon CloudWatch.

In future blog posts, we will explore monitoring and alerting in more detail, providing you with additional insights on how to effectively monitor your email processing pipelines and set up alerts for critical events. Stay tuned for more information on this important aspect of managing your email infrastructure.

As you continue to work with Amazon SES and its email receiving capabilities, remember to review AWS best practices and documentation to stay up to date with new features and improvements. Don’t hesitate to experiment with different rule sets, actions, and conditions to find the perfect email processing solution for your use case.

Amazon SES – Set up notifications for bounces and complaints

Post Syndicated from Vinay Ujjini original https://aws.amazon.com/blogs/messaging-and-targeting/amazon-ses-set-up-notifications-for-bounces-and-complaints/

Why is it important to monitor bounces and complaints when using Amazon Simple Email Service?

Amazon Simple Email Service (Amazon SES) is a scalable cloud email service provider that is cost-effective and flexible. Amazon SES allows businesses and individuals to send bulk emails to their customers and subscribers. However, as with any email service, there is always a risk of emails bouncing or being marked as spam by recipients. These bounces and complaints can have serious consequences for your email deliverability and can even lead to your email account being suspended or blocked. That’s why it’s important to monitor bounces and complaints when using Amazon SES for email sending. By using Simple Notification Services (Amazon SNS) notifications, you can set up notifications and proactively address any issues and ensure that your emails are delivered successfully to your intended recipients. In this blog, we’ll show how to set up notifications for bounces and complaints in Amazon SES, so you can stay on top of your email deliverability and maintain a positive sender reputation.

Understanding bounces and complaints:

Understanding bounces and complaints is crucial when it comes to email marketing. In simple terms, a bounce occurs when an email is undeliverable and is returned to the sender. There are two types of bounces: soft bounces and hard bounces. A soft bounce is a temporary issue, such as a full inbox or a server error, and the email may be delivered successfully on a subsequent attempt. A hard bounce, on the other hand, is a permanent issue, such as an invalid email address, and the email will never be delivered. On the other hand, a complaint occurs when a recipient marks an email as spam or unwanted. Complaints can be particularly damaging to your email deliverability and can lead to your emails being blocked or sent to the recipient’s spam folder. By monitoring bounces and complaints and taking appropriate action, you can maintain a positive sender reputation and ensure that your emails are delivered successfully to your intended recipients.

Amazon SES provides tools like Virtual Deliverability Manager (VDM) to manage the deliverability at the ISP, sub-domain or configuration set level. You can see the details in this blog.

Solution walkthrough:

This post gives detailed instructions on how to use Amazon Simple Notification Service SNS to monitor and receive notifications on bounces and complaints in Amazon SES. This blog also has FAQs and troubleshooting tips if you are not receiving notifications following the setup: (below are the steps with detailed instructions and screenshots)

Prerequisites:

For this walkthrough, you should have the following prerequisites:

  1. An active AWS account.
  2. A verified identity (Email address or Domain) in Amazon SES.
  3. Administrative Access to Amazon SES Console and Amazon SNS Console.

Step 1: Create an Amazon SNS topic and subscription:

      1. Sign in to the Amazon SNS console.
      2. Under Amazon SNS homepage provide a Topic name and click on Next steps:
      3. SNS topic image
      4. For Type, choose a topic type Standard.
        Note: Standard topics are better suited for use cases that require higher message publish and delivery throughput rates which fits the SES bounces and complaints monitoring.
      5. SNS standard queue
      6. (Optional) Expand the Encryption section if you would like to encrypt the SNS topic.
        • Choose Enable encryption.
        • Specify the AWS KMS key. For more information, see Key terms.
        • For each KMS type, the Description, Account, and KMS ARN are displayed.
      7. Encryption image
      8. Scroll to the end of the form and choose Create topic. The topic is created and the console opens the new topic’s Details page.
      9. To create the subscription on the Subscriptions page, choose Create subscription.
      10. SNS Subscription page
      11. On the Create subscription page, choose the Topic ARN that you created in the previous step.
      12. For Protocol, choose Email. There are multiple protocols available to use and it depends on where you would like to receive the SNS notifications for bounces and complaints. Please refer to list of available protocols.
      13. For Endpoint, enter an email address that can receive notifications.
        Note: this should be existing email address with accessible mailbox.
      14. SNS Subscription details
      15. Scroll to the bottom and click Create subscription. The console opens the new subscription’s Details page.
      16. After your subscription is created, you need to confirm it through the email address provided above.
      17. Check your email inbox you provided in the endpoint in previous step and and choose Confirm subscription in the email from AWS Notifications. The sender ID is usually “[email protected]“.
      18. AWS Notification email
      19. Amazon SNS opens your web browser and displays a subscription confirmation with your subscription ID.
      20. Subscription confirmation email
      21. After subscription is confirmed, refresh the subscription’s Details page and the subscription status will move from Pending to Confirmed.
      22. Subscription details
  • Step 2: Configure Amazon SES to send bounces and complaints to the Amazon SNS topic created:

In this step, I am presenting two methods to monitor your bounces and complaints. Follow Demo 1, if you are looking for a simple way to monitor bounces and complaints events for a specific email identity. Follow Demo 2, if you have many email identities and you want to monitor bounces and complaints along with other events using configuration sets “groups of rules that you can apply to all your verified identities”.

Demo 1: Configure Amazon SES to monitor bounces and complaints for specific email identity (Email, Domain):

The domain/sub-domain/email identity must have a Verified status. If the identity is not in verified status, refer to steps to verify identity with Amazon SES before continuing further.

Prior to starting this demo, it is important to know if you have a verified domain, subdomain, or an email address that shares the root domain. The identity settings (such as SNS and feedback notifications) apply at the most granular level you have set up the verification. Hierarchy is as below:

  • Verified email address identity settings override verified domain identity settings.
  • Verified subdomain identity settings override verified domain identity settings. (lower-level subdomain settings override higher-level subdomain settings).

Hence, if you want to monitor bounces and complaints for all email addresses under one domain, it is recommended to verify the domain identity with SES and apply this setting at the domain identity level. If you want to monitor bounces and complaints for specific email address under a verified domain identity, verify this email address explicitly with SES and apply this settings into the email identity level.

  1. Sign in to the Amazon SES console.
  2. In the navigation pane, under Configuration, choose Verified identities.
  3. Verified email identities
  4. Select the verified identity in which you want to monitor for bounces and complaints notifications.
  5. In the details screen of the verified identity you selected, choose the Notifications tab and select Edit in the Feedback notifications container.
  6. Notifications
  7. Expand the SNS topic list box of bounce and complaint feedback type and select the SNS topic you created in Step 1.
    (Optional) If you want your topic notification to include the headers from the original email, check the Include original email headers box directly underneath the SNS topic name of each feedback type then click on save changes.
  8. SNS topics
  9. After configured SNS topic for bounces and complaints, you can disable Email Feedback Forwarding notifications to avoid receive double notifications through Email Feedback Forwarding and SNS notifications.
  10. To Disable it, under the Notifications tab on the details screen of the verified identity, in the Email Feedback Forwarding container, choose Edit, uncheck the Enabled box, and choose Save changes.
  11. Feedback forwarding disabled

Demo 2: Configure Amazon SES to monitor bounces and complaints for emails sent with a configuration set using Amazon SES event publishing.

Configuration sets in SES are groups of rules, that you can apply to your verified identities. When you apply a configuration set to an email, all of the rules in that configuration set are applied to the email. You can use different type of rules with a configuration set. This demo will use event destination, which will allow you to publish bounces and complaints to the SNS topic.

Note: You must pass the name of the configuration set when sending an email. This can be done by either specifying the configuration set name in the headers of emails, or specifying it as a default configuration set. This can be done at the time of identity creation, or later while editing a verified identity.

  1. Sign in to the Amazon SES console.
  2. In the navigation pane, under Configuration, choose Configuration sets. Choose Create set.
  3. Configuration set image
  4. Enter Configuration set name, leave the rest of fields to default, scroll to the send and click on Create set.
  5. Create configuration set
  6. After Configuration set is created, you now need to create Amazon SES event destinations as shown below. Amazon SES sends all bounce and complaint notifications to event destination. In this blog the event destination is Amazon SNS topic.
  7. Navigate to the configuration set you created in step 3. Under configuration set home page click on Event destinations and select Add destination.
  8. Event destinations
  9. Under Select event types, check hard bounces and complaints boxes and click Next.
  10. Event types selection
  11. Specify destination for receiving bounce and complaints notifications, there’s couple of destinations types to choose from. in this demo, we will use Amazon SNS.
  12. Name – enter the name of the destination for this configuration set. The name can include letters, numbers, dashes, and hyphens.
  13. Event publishing – to turn on event publishing for this destination, select the Enabled check box.
  14. Under Amazon Simple Notification Service (SNS) topic , Expand the SNS topic list box and select the SNS topic you created in Step 1 and click Next.
  15. Use SES as destination
  16. Review, When you are satisfied that your entries are correct, choose Add destination to add your event destination.
  17. Once you choose Add destination , the summary of event destination will show a “Successfully validated SNS topic for Amazon SES event publishing” email.
  18. Successful notification

Step 3: Using Amazon SES Mailbox Simulator to test send and receive a bounce notification via SNS topic:

Test 1: Send a test email to test Demo 1 “Configure Amazon SES to monitor bounces and complaints for specific email identity (Email, Domain) ” in previous step

In this test, I will send a test message from my verified identity which configured to send any bounce and complaint notifications it receives to SNS topic and email address subscribed to the topic. I will use SES mailbox simulator to simulate a bounce message to test this setup.

  1. Sign in to the Amazon SES console.
  2. In the navigation pane, under Configuration, choose Verified identities.
  3. Select the verified identity you configured SNS notifications for bounces and complaints in Demo 1. In this test, I selected a verified domain identity.
  4. Click on Send test email from the upper right corner.
  5. Sending test email
  6. Under send message details, in From-address enter the first part of email address under this verified domain (from-address could be pre-populated).
  7. For Scenario, Expand the simulated scenarios and select Bounce scenario to test send a bounce message.
  8. For Subject, enter the desired email subject. For Body, type an optional body text then leave the rest of options as a default. Click on Send test email to send the email.
  9. Message details
  10. You should have an email from AWS notifications with bounce notification and details on the bounce.
  11. Content of bounce message includes the notificationType “Bounce/Complaint”, bouncedRecipients, diagnosticCode “reason the message bounced”, remoteMtaIp “IP of the recipient MTA rejected the message”, SourceIp “IP of the sender application”, callerIdentity “IAM user sending this message”. These details can help in identifying the reason behind why email is not delivered and bounced and will help you avoid such bounces in the future. Refer this document for additional content on bounce events.
  12. AWS notification message

Test 2: Send a test email to test Demo 2 “Configure Amazon SES to monitor bounces and complaints for emails sent with a configuration set using Amazon SES event publishing” in previous step

In this test, you can send a test message from any verified identity and by using the configuration set created in Step 2 which is configured to send any bounce and complaint notifications to SNS topic and email address subscribed to the topic. You can use SES mailbox simulator to simulate a bounce message to test this setup.

  1. Sign in to the Amazon SES console.
  2. In the navigation pane, under Configuration, choose Verified identities.
  3. Select any verified identity you want to send emails from. In this test, I selected a verified domain identity.
  4. Click on Send test email from the upper right corner.
  5. Under send message details From-address enter the first part of email address under this verified domain.
  6. For Scenario, Expand the simulated scenarios and select Bounce scenario to test send a bounce message.
  7. For Subject, enter the desired email subject. For Body, type an optional body text.
  8. For Configuration set, Expand the drop-down list and choose the configuration set you created in Demo 2.
  9. Click on Send test email to send the email.
  10. Message details
  11. You will find an email from AWS notifications with bounce notification and all details of the bounce.
  12. Content of bounce message includes the EventType “Bounce/Complaint”, bouncedRecipients, diagnosticCode “reason the message bounced” , remoteMTA “IP of the recipient MTA rejected the message”, SourceIp “IP of the sender application”, callerIdentity “IAM user sending this message”, ses:configuration-set “name of the configuration set you use when sending the email” all of this details can help you to identify the reason behind why email is not delivered and bounced and will help you to avoid such bounces in the future. Refer this document for more details on contents of bounce events.
  13. SES notification email

FAQ on this set up:

I configured SNS topic with KMS encryption and I am not receiving bounce or complain notifications for emails:
If your Amazon SNS topic uses AWS Key Management Service (AWS KMS) for server-side encryption, you have to add permissions to the AWS KMS key policy to allow SES service access the KMS key, an example policy can be found here.

I followed Demo 2. However, when I try to send emails from any verified identity, I don’t receive bounce or complain notifications for emails:
When sending the email, make sure to select the configuration set you configured for bounce and complaints notification. If you followed demo 2 and you sent the email without explicitly using the configuration set in email headers, you will lose tracking for bounce and complaints events.

I am testing the setup. After I sent an email to the bounce simulator, I am not receiving don’t receive any bounce notification emails:
Check the SNS topic subscription if its in pending status and make sure you confirm the topic subscription via subscription email sent to you. If the topic subscription is confirmed, make sure you have access to the inbox of subscription email address and you are not applying any email filters.

Cleaning up:

You should have now successfully setup SNS notifications to monitor bounce and complaints for you Amazon SES emails. To avoid incurring any extra charges, remember to delete any resources created manually if you no longer need them for monitoring.

Resources to delete from SES console:

  1. In the navigation pane, under Configuration, choose the verified identity you configured for SNS notifications.
  2. In the details screen of the verified identity you selected, choose the Notifications tab and select Edit in the Feedback notifications container.
  3. Choose No SNS topic from bounce and complaint feedback dropdown menu and click Save changes.
  4. Under the same Notifications tab on the details screen of the verified identity, in the Email Feedback Forwarding container, choose Edit, check the Enabled box, and choose Save changes.
  5. In the navigation pane, under Configuration, choose Configuration sets.
  6. Check the box beside Configuration set you created and select Delete.

Resources to delete from SNS console:

  1. In the navigation pane, from the left side menu, choose Topics.
  2. Check the radio button beside the SNS topic you created and select Delete.
  3. Confirm the topic deletion by writing “delete me”.

Conclusion:

Monitoring bounces and complaints is an essential part of maintaining a successful email sending system, using Amazon SES. By setting up SNS notifications for bounces and complaints, you can quickly identify any issues and take appropriate action to ensure that your emails are delivered successfully to your subscribers. By proactively managing your email deliverability, you can maintain a positive sender reputation and avoid any negative impact on your email marketing efforts.

About the authors:

 Alaa Hammad

Alaa Hammad is a Senior Cloud Support Engineer at AWS and subject matter expert in Amazon Simple Email Service and AWS Backup service. She has a 10 years of diverse experience in supporting enterprise customers across different industries. She enjoys cooking and try new recipes from different cuisines.

 Vinay Ujjini 

Vinay Ujjini is an Amazon Pinpoint and Amazon Simple Email Service Worldwide Principal Specialist Solutions Architect at AWS. He has been solving customer’s omni-channel challenges for over 15 years. He is an avid sports enthusiast and in his spare time, enjoys playing tennis & cricket.

How to implement multi tenancy with Amazon SES

Post Syndicated from satyaso original https://aws.amazon.com/blogs/messaging-and-targeting/how-to-manage-email-sending-for-multiple-end-customers-using-amazon-ses/

In this blog post, you will learn how to design multi-tenancy with Amazon SES, as well as the fundamental best practices for implementing a multi-tenant architecture that can effectively handle bulk the email sending needs of your downstream customers.

Amazon Simple Email Service (SES) is utilized by customers across various industries to send emails to their recipients. Often, they need to send emails on behalf of their downstream customers or for other business divisions. Organizations commonly refer to these use cases as “multi-tenant email sending practices. To implement email sending multi-tenancy practices (i.e. to send bulk emails on behalf of end customers), Amazon SES customers need to adopt an architecture that enables them to effectively meet the email sending needs of thousands of downstream customers while also ensuring that the email sending reputation of each customer or the tenant is isolated.

Use cases

  1. Onboard multiple brands from different Business units (BUs) with different domains.
  2. Separate marketing and transaction tenants.
  3. ISV Customer’s requirement to segregate email sending reputation of their end customers.
  4. Domain management via configuration sets.
  5. Track individual customer’s email sending repurataion and control their email sending process.

Prerequisites

For this post, you should be familiar with the following:

Solution Overview

In the email ecosystem, domain and IP reputation are critical in getting emails delivered to the inbox. Tenants in a multi-tenant scenario might be unique businesses or an internal team (eg marketing team, customer service team and so on). Because the maturity of each tenant varies greatly, implementing a multi-tenant environment may be increasingly complicated and difficult. While one tenant may have a well-validated and highly-engaged recipient list, another tenant may have an untrusted email recipient list, and sending emails to such email addresses may result in bounces or spam, lowering the IP and domain reputation. So, organizations have to build safe guards to prevent an unsophisticated sender or a bad actor from impacting the other tenants.

To better understand multi-tenancy, let us first look at how Amazon SES sends emails. Any emails sent via Amazon SES to end users are sent using IP addresses that have been mapped within Amazon SES. Amazon SES offers two types of IP addresses: shared IP addresses and dedicated IP addresses. (Currently Amazon SES offers two kinds of dedicated IPs, which are 1/ Standard dedicated IPs, 2/ Managed dedicated IPs). Shared IPs are shared across many SES customers, and all your emails are sent using shared IP addresses by default unless you have requested for dedicated IPs. Dedicated IP addresses/addresses are designated for a single customer or tenant, where the tenant might be a business unit within the customer’s own eco system or a downstream customer of an ISV.

If a customer is using shared IPs to send email via SES and trying to achieve multi tenancy, then they can do so to segregate the business functions of multiple tenants such as tenant tagging, SES event destination routing, cost allocation for each tenant, and so on; but it won’t help to manage or isolate email sending reputation from one tenant to another. This is because; these shared IPs are mapped to an AWS region and incase one rogue tenant is trying to send spam emails then it will impact other customers in the same region who are using same set of shared IPs.

If you are an Amazon SES user and wish to separate the reputation of one end-customer from another then dedicated IPs are the ideal solution. Dedicated IP or Dedicated IPs (also known as dedicated IP pool) can be assigned to a tenant, and the email sending reputation for that tenant can be readily isolated from that of another tenant. If tenant one is a problematic sender and internet service providers (ISPs) such as Gmail, Hotmail, Yahoo and, so on, flags the respective domain or IPs, the reputation of the other tenants’ domains and IPs are unaffected since they are mutually exclusive.

Amazon SES supports multi-tenancy primarily through two constructs: 1/configuration sets, 2/Dedicate IP pools. Configuration sets are setup rules that are applicable to your verified identities, whereas  dedicated IP pool is to group dedicated IPs into a pool, which can then be mapped to a configuration set, such that the respective Identity/Identities may only utilize the same IP Pool without affecting other tenants. Let’s now witness a simplified architecture view.

Amazon SES multi tenancy using a single AWS account

Multi tenancy using a single AWS account

In this architecture, if you notice tenant 1, tenant 2 and tenant 3 are using the distinct configurations with respective dedicated IPs while tenant 4 is using shared IPs. i.e. the tenants can chose which configuration sets needs to be used for their domain. This provides customers capability to achieve multi tenancy.

Amazon SES multi tenancy – best practices

Always proactively reach out to your account team or raise a support case under “service limit increase” category informing that you will be sending on behalf of tens of thousands of customers. This will help AWS in rightly setup limits within your account and be cognizant of your sending patterns.

While the architecture described above will most of the time help Amazon SES users manage multiple end customers effectively, in rare cases; Amazon SES users may receive a notification from AWS support stating that their Amazon SES account is being reviewed. This indicates that your Amazon SES account is being used to send problematic email to end recipients, or that the account has been paused (if you haven’t reacted proactively upon controlling the faulty senders within the review timeframe), which means you can’t send email from your SES account because your spam or complaint rate has exceeded a certain threshold. These type of situations occurs because, Amazon SES sanitization process is implemented at the AWS account level by default. So, even if any of the tenants using a dedicated IP or a dedicated IP pool and their spam or complaint rates exceed the approved SES limit, Amazon SES sends a notification to the account admin, flagging the concern in their account. In such cases, it is recommended to implement a process known as “automatically pausing email sending for a configuration set“. You can configure Amazon SES to export reputation metrics that are specific to emails that are sent using a specific configuration set to Amazon CloudWatch. You can then use these metrics to create CloudWatch alarms that are specific to those configuration sets. When these alarms exceed certain thresholds, you can automatically pause the sending of emails that use the specified configuration sets, without impacting the overall email sending capabilities of your Amazon SES account.

If you are an Enterprise ISV customer and you have tens of thousands of downstream customers then there is a possibility that you will hit Amazon SES provided maximum quota. In those scenarios you have two options; 1/ Ask for an exception for your AWS SES account – In this approach, you need to request AWS to increase your quota applicable for the existing account to a higher threshold and depending upon your previous usage and reputation AWS shall increase your account limit to accommodate more customers/tenants. To do this you need to raise an AWS support case under “service limit increase” and present your requirement on why you want to increase your Amazon SES account quota to a higher limit. There is no guaranty that the exception will always be granted. If your exception request is denied, you must proceed to the second option, which is to 2/ segment your customers across multiple AWS accounts. In this approach, you must calculate your customer base ahead of time and distribute your downstream customers across multiple accounts within the same AWS region in order to set up their email sending mechanism using SES. To better understand option 2, refer to the architecture diagram below.

Amazon SES multi tenancy using multiple AWS account

Multi tenancy using multiple AWS account

In the above architecture various tenants are connecting to Amazon SES in different AWS accounts to implement multi tenancy. Email event responses can be taken back to a central data lake located in the same AWS region or in different region. Furthermore, as shown in the diagram above, all AWS accounts mapped to different tenants are under a Parent AWS account; this hierarchical structure is known as AWS Organizations. it is recommended to use AWS Organizations which enables you to consolidate multiple AWS accounts into an organization that you create and centrally manage. It helps in security and compliance guide lines, managing consolidated billing for all the child accounts.

Conclusion

Appropriate multi-tenancy implementation within Amazon SES not only helps you manage end-customer reputation but also aids in tracking usage of each user independently from one another. In this post, we have showcased how Amazon SES users can utilize Amazon SES to manage large number of end customer, what are the design best practices to implement multi-tenant architecture with Amazon SES.


Satyasovan Tripathy works at Amazon Web Services as a Senior Specialist Solution Architect. He is based in Bengaluru, India, and specialises on the AWS customer developer service product portfolio. He likes reading and travelling outside of work.

 

Cloudflare Queues: messages at your speed with consumer concurrency and explicit acknowledgement

Post Syndicated from Charles Burnett original http://blog.cloudflare.com/messages-at-your-speed-with-concurrency-and-explicit-acknowledgement/

Cloudflare Queues: messages at your speed with consumer concurrency and explicit acknowledgement

Cloudflare Queues: messages at your speed with consumer concurrency and explicit acknowledgement

Communicating between systems can be a balancing act that has a major impact on your business. APIs have limits, billing frequently depends on usage, and end-users are always looking for more speed in the services they use. With so many conflicting considerations, it can feel like a challenge to get it just right. Cloudflare Queues is a tool to make this balancing act simple. With our latest features like consumer concurrency and explicit acknowledgment, it’s easier than ever for developers to focus on writing great code, rather than worrying about the fees and rate limits of the systems they work with.

Queues is a messaging service, enabling developers to send and receive messages across systems asynchronously with guaranteed delivery. It integrates directly with Cloudflare Workers, making for easy message production and consumption working with the many products and services we offer.

What’s new in Queues?

Consumer concurrency

Oftentimes, the systems we pull data from can produce information faster than other systems can consume them. This can occur when consumption involves processing information, storing it, or sending and receiving information to a third party system. The result of which is that sometimes, a queue can fall behind where it should be. At Cloudflare, a queue shouldn't be a quagmire. That’s why we’ve introduced Consumer Concurrency.

With Concurrency, we automatically scale up the amount of consumers needed to match the speed of information coming into any given queue. In this way, customers no longer have to worry about an ever-growing backlog of information bogging down their system.

How it works

When setting up a queue, developers can set a Cloudflare Workers script as a target to send messages to. With concurrency enabled, Cloudflare will invoke multiple instances of the selected Worker script to keep the messages in the queue moving effectively. This feature is enabled by default for every queue and set to automatically scale.

Autoscaling considers the following factors when spinning up consumers:  the number of messages in a queue, the rate of new messages, and successful vs. unsuccessful consumption attempts.

If a queue has enough messages in it, concurrency will increase each time a message batch is successfully processed. Concurrency is decreased when message batches encounter errors. Customers can set a max_concurrency value in the Dashboard or via Wrangler, which caps out how many consumers can be automatically created to perform processing for a given queue.

Setting the max_concurrency value manually can be helpful in the following situations where producer data is provided in bursts, the datasource API is rate limited, and datasource API has higher costs with more usage.

Setting a max concurrency value manually allows customers to optimize their workflows for other factors beyond speed.

// in your wrangler.toml file


[[queues.consumers]]
  queue = "my-queue"

//max concurrency can be set to a number between 1 and 10
//this defines the total amount of consumers running simultaneously

max_concurrency = 7

To learn more about concurrency you can check out our developer documentation here.

Concurrency in practice

It’s baseball season in the US, and for many of us that means fantasy baseball is back! This year is the year we finally write a program that uses data and statistics to pick a winning team, as opposed to picking players based on “feelings” and “vibes”. We’re engineers after all, and baseball is a game of rules. If the Oakland A’s can do it, so can we!

So how do we put this together? We’ll need a few things:

  1. A list of potential players
  2. An API to pull historical game statistics from
  3. A queue to send this data to its consumer
  4. A Worker script to crunch the numbers and generate a score

A developer can pull from a baseball reference API into a Workers script, and from that worker pass this information to a queue. Historical data is… historical, so we can pull data into our queue as fast as the baseball API will allow us. For our list of potential players, we pull statistics for each game they’ve played. This includes everything from batting averages, to balls caught, to game day weather. Score!

//get data from a third party API and pass it along to a queue


const response = await fetch("http://example.com/baseball-stats.json");
const gamesPlayedJSON = await response.json();

for (game in gamesPlayedJSON){
//send JSON to your queue defined in your workers environment
env.baseballqueue.send(jsonData)
}

Our producer Workers script then passes these statistics onto the queue. As each game contains quite a bit of data, this results in hundreds of thousands of “game data” messages waiting to be processed in our queue. Without concurrency, we would have to wait for each batch of messages to be processed one at a time, taking minutes if not longer. But, with Consumer Concurrency enabled, we watch as multiple instances of our worker script invoked to process this information in no time!

Our Worker script would then take these statistics, apply a heuristic, and store the player name and a corresponding quality score into a database like a Workers KV store for easy access by your application presenting the data.

Explicit Acknowledgment

In Queues previously, a failure of a single message in a batch would result in the whole batch being resent to the consumer to be reprocessed. This resulted in extra cycles being spent on messages that were processed successfully, in addition to the failed message attempt. This hurts both customers and developers, slowing processing time, increasing complexity, and increasing costs.

With Explicit Acknowledgment, we give developers the precision and flexibility to handle each message individually in their consumer, negating the need to reprocess entire batches of messages. Developers can now tell their queue whether their consumer has properly processed each message, or alternatively if a specific message has failed and needs to be retried.

An acknowledgment of a message means that that message will not be retried if the batch fails. Only messages that were not acknowledged will be retried. Inversely, a message that is explicitly retried, will be sent again from the queue to be reprocessed without impacting the processing of the rest of the messages currently being processed.

How it works

In your consumer, there are 4 new methods you can call to explicitly acknowledge a given message: .ack(), .retry(), .ackAll(), .retryAll().

Both ack() and retry() can be called on individual messages. ack() tells a queue that the message has been processed successfully and that it can be deleted from the queue, whereas retry() tells the queue that this message should be put back on the queue and delivered in another batch.

async queue(batch, env, ctx) {
    for (const msg of batch.messages) {
	try {
//send our data to a 3rd party for processing
await fetch('https://thirdpartyAPI.example.com/stats', {
	method: 'POST',
	body: msg, 
	headers: {
		'Content-type': 'application/json'
}
});
//acknowledge if successful
msg.ack();
// We don't have to re-process this if subsequent messages fail!
}
catch (error) {
	//send message back to queue for a retry if there's an error
      msg.retry();
		console.log("Error processing", msg, error);
}
    }
  }

ackAll() and retryAll() work similarly, but act on the entire batch of messages instead of individual messages.

For more details check out our developer documentation here.

Explicit Acknowledgment in practice

In the course of making our Fantasy Baseball team picker, we notice that data isn’t always sent correctly from the baseball reference API. This results in data not being correctly parsed and rejected from our player heuristics.

Without Explicit Acknowledgment, the entire batch of baseball statistics would need to be retried. Thankfully, we can use Explicit Acknowledgment to avoid that, and tell our queue which messages were parsed successfully and which were not.

import heuristic from "baseball-heuristic";
export default {
  async queue(batch: MessageBatch, env: Env, ctx: ExecutionContext) {
    for (const msg of batch.messages) {
      try {
        // Calculate the score based on the game stats
        heuristic.generateScore(msg)
        // Explicitly acknowledge results 
        msg.ack()
      } catch (err) {
        console.log(err)
        // Retry just this message
        msg.retry()
      } 
    }
  },
};

Higher throughput

Under the hood, we’ve been working on improvements to further increase the amount of messages per second each queue can handle. In the last few months, that number has quadrupled, improving from 100 to over 400 messages per second.

Scalability can be an essential factor when deciding which services to use to power your application. You want a service that can grow with your business. We are always aiming to improve our message throughput and hope to see this number quadruple again over the next year. We want to grow with you.

What’s next?

As our service grows, we want to provide our customers with more ways to interact with our service beyond the traditional Cloudflare Workers workflow. We know our customers’ infrastructure is often complex, spanning across multiple services. With that in mind, our focus will be on enabling easy connection to services both within the Cloudflare ecosystem and beyond.

R2 as a consumer

Today, the only type of consumer you can configure for a queue is a Workers script. While Workers are incredibly powerful, we want to take it a step further and give customers a chance to write directly to other services, starting with R2. Coming soon, customers will be able to select an R2 bucket in the Cloudflare Dashboard for a Queue to write to directly, no code required. This will save valuable developer time by avoiding the initial setup in a Workers script, and any maintenance that is required as services evolve. With R2 as a first party consumer in Queues, customers can simply select their bucket, and let Cloudflare handle the rest.

HTTP pull

We're also working to allow you to consume messages from existing infrastructure you might have outside of Cloudflare. Cloudflare Queues will provide an HTTP API for each queue from which any consumer can pull batches of messages for processing. Customers simply make a request to the API endpoint for their queue, receive data they requested, then send an acknowledgment that they have received the data, so the queue can continue working on the next batch.

Always working to be faster

For the Queues team, speed is always our focus, as we understand our customers don't want bottlenecks in the performance of their applications. With this in mind the team will be continuing to look for ways to increase the velocity through which developers can build best in class applications on our developer platform. Whether it's reducing message processing time, the amount of code you need to manage, or giving developers control over their application pipeline, we will continue to implement solutions to allow you to focus on just the important things, while we handle the rest.

Cloudflare Queues is currently in Open Beta and ready to power your most complex applications.

Check out our getting started guide and build your service with us today!

Message Center – Redesigning the messaging experience on the Grab superapp

Post Syndicated from Grab Tech original https://engineering.grab.com/message-center

Since 2016, Grab has been using GrabChat, a built-in messaging feature to connect our users with delivery-partners or driver-partners. However, as the Grab superapp grew to include more features, the limitations of the old system became apparent. GrabChat could only handle two-party chats because that’s what it was designed to do. To make our messaging feature more extensible for future features, we decided to redesign the messaging experience, which is now called Message Center.

Migrating from the old GrabChat to the new Message Center

To some, building our own chat function might not be the ideal approach, especially with open source alternatives like Signal. However, Grab’s business requirements introduce some level of complexity, which required us to develop our own solution.

Some of these requirements include, but are not limited to:

  • Handle multiple user types (passengers, driver-partners, consumers, delivery-partners, customer support agents, merchant-partners, etc.) with custom user interface (UI) rendering logic and behaviour.
  • Enable other Grab backend services to send system generated messages (e.g. your driver is reaching) and customise push notifications.
  • Persist message state even if users uninstall and reinstall their apps. Users should be able to receive undelivered messages even if they were offline for hours.
  • Provide translation options for non-native speakers.
  • Filter profanities in the chat.
  • Allow users to handle group chats. This feature might come in handy in future if there needs to be communication between passengers, driver-partners, and delivery-partners.

Solution architecture

Message Center architecture

The new Message Center was designed to have two components:

  1. Message-center backend: Message processor service that handles logical and database operations.
  2. Message-center postman: Message delivery service that can scale independently from the backend service.

This architecture allows the services to be sufficiently decoupled and scale independently. For example, if you have a group chat with N participants and each message sent results in N messages being delivered, this architecture would enable message-center postman to scale accordingly to handle the higher load.

As Grab delivers millions of events a day via the Message Center service, we need to ensure that our system can handle high throughput. As such, we are using Apache Kafka as the low-latency high-throughput event stream connecting both services and Amazon SQS as a redundant delay queue that attempts a retry 10 seconds later.

Another important aspect for this service is the ability to support low-latency and bi-directional communications from the client to the server. That’s why we chose Transmission Control Protocol (TCP) as the main protocol for client-server communication. Mobile and web clients connect to Hermes, Grab’s TCP gateway service, which then digests the TCP packets and proxies the payloads to Message Center via gRPC. If both recipients and senders are online, the message is successfully delivered in a matter of milliseconds.

Unlike HTTP, individual TCP packets do not require a response so there is an inherent uncertainty in whether the messages were successfully delivered. Message delivery can fail due to several reasons, such as the client terminating the connection but the server’s connection remaining established. This is why we built a system of acknowledgements (ACKs) between the client and server, which ensures that every event is received by the receiving party.

The following diagram shows the high-level sequence of events when sending a message.

Events involved in sending a message on Message Center

Following the sequence of events involved in sending a message and updating its status for the sender from sending to sent to delivered to read, the process can get very complicated quickly. For example, the sender will retry the 1302 TCP new message until it receives a server ACK. Similarly, the server will also keep attempting to send the 1402 TCP message receipt or 1303 TCP message unless it receives a client ACK. With this in mind, we knew we had to give special attention to the ACK implementation, to prevent infinite retries on the client and server, which can quickly cascade to a system-wide failure.

Lastly, we also had to consider dropped TCP connections on mobile devices, which happens quite frequently. What happens then? Message Center relies on Hedwig, another in-house notification service, to send push notifications to the mobile device when it receives a failed response from Hermes. Message Center also maintains a user-events DynamoDB database, which updates the state of every pending event of the client to delivered whenever a client ACK is received.

Every time the mobile client reconnects to Hermes, it also sends a special TCP message to notify Message Center that the client is back online, and then the server retries sending all the pending events to the client.

Learnings/Conclusion

With large-scale features like Message Center, it’s important to:

  • Decouple services so that each microservice can function and scale as needed.
  • Understand our feature requirements well so that we can make the best choices and design for extensibility.
  • Implement safeguards to prevent system timeouts, infinite loops, or other failures from cascading to the entire system, i.e. rate limiting, message batching, and idempotent eventIDs.

Join us

Grab is the leading superapp platform in Southeast Asia, providing everyday services that matter to consumers. More than just a ride-hailing and food delivery app, Grab offers a wide range of on-demand services in the region, including mobility, food, package and grocery delivery services, mobile payments, and financial services across 428 cities in eight countries.

Powered by technology and driven by heart, our mission is to drive Southeast Asia forward by creating economic empowerment for everyone. If this mission speaks to you, join our team today!

What is BIMI and how to use it with Amazon SES

Post Syndicated from Matt Strzelecki original https://aws.amazon.com/blogs/messaging-and-targeting/what-is-bimi-and-how-to-use-it-with-amazon-ses/

Introduction

In this blog post I’d like to walk you through how to implement BIMI while using Amazon SES. For your information BIMI can be best described by the following excerpt from bimigroup.org:

Brand Indicators for Message Identification or BIMI (pronounced: Bih-mee) is an emerging email specification that enables the use of brand-controlled logos within supporting email clients. BIMI leverages the work an organization has put into deploying DMARC protection, by bringing brand logos to the customer’s inbox. For the brand’s logo to be displayed, the email must pass DMARC authentication checks, ensuring that the organization’s domain has not been impersonated.

Brands continually need to protect themselves from spoofing and phishing from bad actors who can damage the trust that customers and recipients have in those brands. Brand Indicators for Message Identification (BIMI) is an email specification that enables email inboxes to display a brand’s logo next to the brand’s authenticated email messages within supporting email clients. BIMI is an email specification that’s directly connected to authentication, but it’s not a standalone email authentication protocol as it requires all your email to comply with DMARC authentication. Recipients are more likely to engage with email that displays the logo of the brand associated with the message author. Higher engagement helps deliverability and inbox placement because it indicates that the recipients trust your brand. BIMI is a great brand protector in email and provides a better user experience for the end recipients and customers.

BIMI requires that you authenticate all of your organization’s email with SPF, DKIM and DMARC. In this how-to we will be utilizing Amazon SES to authenticate the emails, Amazon S3 to host the SVG image, and Amazon Route53 to add DNS records. We will be walking through how to accomplish each step until completion.

Note: While we’re using AWS products in this how-to, it is not a requirement to use all AWS products to implement BIMI. Any hosting provider for content or domain can be used however the steps may differ based on the provider you use.

BIMI Implementation

The following are the steps needed to prepare your SES account and domain for BIMI:

Step 1

Note: If you already have SPF, DKIM, and DMARC enabled for your domain (with 100% as the rate for DMARC) you can move on to Step 2.

Enable Easy DKIM for your domain

  1. Sign in to the AWS Management Console and open the Amazon SES console at https://console.aws.amazon.com/ses/.
  2. In the navigation pane, under Configuration, choose Verified identities.
  3. In the list of identities, choose an identity where the Identity type is Domain.

Note: If you need to create or verify a domain, see Creating a domain identity.

  1. Under the Authentication tab, in the DomainKeys Identified Mail (DKIM) container, choose Edit.
  2. In the Advanced DKIM settings container, choose the Easy DKIM button in the Identity type field.
  3. In the DKIM signing key length field, choose either RSA_2048_BIT or RSA_1024_BIT.
  4. In the DKIM signatures field, check the Enabled box.
  5. Choose Save changes.
  6. Now that you’ve configured your domain identity with Easy DKIM, you must complete the verification process with your DNS provider – proceed to Verifying a DKIM domain identity with your DNS provider and follow the DNS authentication procedures for Easy DKIM.

Create a DMARC record for your domain

  1. Sign in to the AWS Management Console and open the Route 53 console at https://console.aws.amazon.com/route53/
  2. In the navigation pane, choose Hosted zones.
  3. On the Hosted zones page, choose the name of the hosted zone that you want to create records in.
  4. Choose and define the applicable routing policy and the following values:
Name Record Type Value
_dmarc.example.com TXT v=DMARC1;p=quarantine;pct=100;rua=mailto:[email protected]
  1. Choose Create records.

Note: The DMARC policy must enforce at 100% and include either a quarantine or reject policy. (i.e. p=reject or p=quarantine) to meet the DMARC authentication requirement. This may mean you will need to update your existing policy and DMARC record.

Configure a Custom Mail From for your sending domain

  1. Open the Amazon SES console at https://console.aws.amazon.com/ses/.
  2. In the left navigation pane, under Configuration, choose Verified identities.
  3. In the list of identities, choose the identity you want to configure where the Identity type is Domain and Status is Verified.

a. If the Status is Unverified, complete the procedures at Verifying a DKIM domain identity with your DNS provider to verify the email address’s domain.

  1. At the bottom of the screen in the in the Custom MAIL FROM domain pane, choose Edit .
  2. In the General details pane, do the following:

a. Select the Use a custom MAIL FROM domain checkbox.

b. For MAIL FROM domain, enter the subdomain that you want to use as the MAIL FROM domain.

c. For Behavior on MX failure, choose one of the following options:

    • Use default MAIL FROM domain – If the custom MAIL FROM domain’s MX record is not set up correctly, Amazon SES uses a subdomain of amazonses.com. The subdomain varies based on the AWS Region that you use Amazon SES in.
    • Reject message – If the custom MAIL FROM domain’s MX record is not set up correctly, Amazon SES returns a MailFromDomainNotVerified error. Emails that you attempt to send from this domain are automatically rejected. If you want to ensure that 100% of your email is BIMI compatible, then you should choose the reject message option.

d. Choose Save changes – you’ll be returned to the previous screen.

  1. Publish the MX and SPF (type TXT) records to the DNS server of the custom MAIL FROM domain:

Note: In the Custom MAIL FROM domain pane, the Publish DNS records table now displays the MX and SPF (type TXT) records in that you have to publish (add) to your domain’s DNS configuration. These records use the formats shown in the following table.

Name Record Type Value
subdomain.example.com MX 10 feedback-smtp.region.amazonses.com
subdomain.example.com TXT v=spf1 include:amazonses.com ~all

Step 2

Produce an SVG Tiny PS version of your official logo

In order to display your logo in the email it must conform to the specifications of the BIMI requirements. To meet these requirements the logo must be a Scalable Vector Graphics (SVG) image and must meet the Tiny PS Specification. Once your image meets this requirement you can move on to the next step.

Note: bimigroup.org outlines this process and includes references to software to assist with this process.

Step 3

Upload your image to an S3 bucket

  1. Sign in to the AWS Management Console and open the Amazon S3 console at https://console.aws.amazon.com/s3/
  2. In the Buckets list, choose the name of the bucket that you want to upload your folders or files to.
  3. Choose Upload.
  4. In the Upload window, do one of the following:
    • Drag and drop files and folders to the Upload window.
    • Choose Add file choose your SVG image to upload, and choose Open.

To configure additional object properties

  1. To change access control list permissions, choose Permissions.
  2. Under Access control list (ACL), edit the permissions.
    • You need to grant read access to your objects to the public (everyone in the world) for the SVG image you are uploading. However, we recommend not changing the default setting for your bucket to public read access.
  1. To configure other additional properties, choose Properties.
  2. To upload your objects, choose Upload.

Note: Amazon S3 uploads your object. When the upload completes, you can see a success message on the Upload: status page.

  1. Choose Exit.

Step 4

Publish a BIMI record for your domain

  1. Sign in to the AWS Management Console and open the Route 53 console at https://console.aws.amazon.com/route53/
  2. In the navigation pane, choose Hosted zones.
  3. On the Hosted zones page, choose the name of the hosted zone that you want to create records in.
  4. Choose and define the applicable routing policy and the following values with the understanding the URLs must be HTTPS:
Name Record Type Value
default._bimi.example.com TXT v=BIMI1; l=[SVG URL]; a=[PEM URL]
  1. Choose Create records.

Note: the a= tag is currently optional and will not be used in this example.

You can validate your BIMI record with a tool like the BIMI Inspector.

Conclusion

All of the steps to set up your SES account and your domain are now complete. The final component in this process is to have regular sending patterns to the mailbox providers that support BIMI logo placement. Your domain should have a regular delivery cadence and needs to have a good reputation with the mailbox providers you are sending mail. BIMI logo placement may take time to populate to mailbox providers where you don’t have an established reputation or sending cadence. The time spent implementing BIMI is well worth it as it will strengthen your sender reputation and create a better and more trusted customer experience for your end recipients.

You can find more information about the BIMI specification here.

How to create a WhatsApp custom channel with Amazon Pinpoint

Post Syndicated from Sparsh Wadhwa original https://aws.amazon.com/blogs/messaging-and-targeting/whatsapp-with-amazon-pinpoint/

How to add WhatsApp as an Amazon Pinpoint Custom Channel

WhatsApp now reports over 2 billion users in 180 countries, making it a prime place for businesses to communicate with their customers. In addition to native channels like SMS, push notifications, and email, Amazon Pinpoint’s custom channels enable you to extend the capabilities of Amazon Pinpoint and send messages to customers through any API-enabled service, like WhatsApp. With these new channels, you have full control over the message delivery to the endpoints associated with each custom channel campaign.

In this post, we provide a quick overview of the features and capabilities of using a custom channel as part of campaigns. We also provide a blueprint that you can use to build your first sandbox integration with WhatsApp as a custom channel.

Note: WhatsApp is a third-party service subject to additional terms and charges. Amazon Web Services isn’t responsible for any third-party service that you use to send messages with custom channels. 

How to add WhatsApp as a custom channel:

Prerequisites

Before creating your new custom channel, you must have the integration ready and an Amazon Identity and Account Management (IAM) User created with the necessary permissions. First set up the following:

  1. Create an IAM administrator. For more information, see Creating your first IAM admin user and group in the IAM User Guide. Specify the credentials of this IAM User when you set up the AWS Command Line Interface (CLI).
  2. Configure the AWS CLI. For more information about setting up the AWS CLI, see Configuring the AWS CLI.
  3. Follow the steps at Meta documentation – https://developers.facebook.com/docs/whatsapp/cloud-api/get-started to register as a Meta Developer and getting started with WhatsApp Business Cloud API provided directly by Meta. By completing step 1 and step 2 of the above documentation, you should be able to
    1. Register as a Meta Developer,
    2. Claim a test phone for sending messages on WhatsApp,
    3. Verify a recipient phone number (since, currently you’re in Sandbox, you can send WhatsApp messages only to the verified phone numbers. You can verify upto 5 phone numbers)
    4. and finally send a test message on Whatsapp using a provided sample POST request. Remember to review the terms of use for WhatsApp.Screenshot of WhatsApp API in Meta console
  4. In the test message sent above, you have used temporary Access Token credentials which expires in 23 hours. In order to get permanent Access Token, generate a ‘System User Access Token’ by following the steps mention here – https://developers.facebook.com/docs/whatsapp/business-management-api/get-started/

Screenshot of WhatsApp test message sent from Meta Console.

Procedure:

Step 1: Create an Amazon Pinpoint project.

In this section, you create and configure a project in Amazon Pinpoint. Later, you use this data to create segments and campaigns.

To set up the Amazon Pinpoint project

  1. Sign in to the Amazon Pinpoint console at http://console.aws.amazon.com/pinpoint/.
  2. On the All projects page, choose Create a project. Enter a name for the project, and then choose Create.
  3. On the Configure features page, under SMS and Voice, choose Configure.
  4. Under General settings, select Enable the SMS channel for this project, and then choose Save changes.
  5. In the navigation pane, under Settings, choose General settings. In the Project details section, copy the value under Project ID. You need this value for later.

Step 2: Create an endpoint.

In Amazon Pinpoint, an endpoint represents a specific method of contacting a customer. This could be their email address (for email messages) or their phone number (for SMS messages) or a custom endpoint type. Endpoints can also contain custom attributes, and you can associate multiple endpoints with a single user. In this step, we create an SMS endpoint that is used to send a WhatsApp message.

To create an endpoint using AWS CLI, at the command line, enter the following command:

aws pinpoint update-endpoint –application-id <project-id> \
–endpoint-id 12456 –endpoint-request “Address='<mobile-number>’, \
ChannelType=’SMS’,Attributes={username=[‘testUser’],integrations=[‘WhatsApp’]}”

In the preceding example, replace <project-id> with the Amazon Pinpoint Project ID that you copied in step 1.

Replace <mobile-number> with your phone number with country code (for example, 12065550142). For the WhatsApp integration to work, you must use the mobile number that are registered on WhatsApp and are already verified on Meta Developer Portal (since your Meta account is currently in sandbox).

Note: WhatsApp Business Cloud message API doesn’t require ‘+’ symbol in the front of the Phone number. So in case you plan to use this segment for both SMS and Custom Channel, you may configure Phone Number in E.164 format (for example, +12065550142) and remove ‘+’ symbol in the Lambda function code that we create in the step 4.

Step 3: Storing WHATSAPP_AUTH_TOKEN, and WHATSAPP_FROM_NUMBER_ID in AWS Secrets Manager.

We can securely store the WhatsApp Auth Token and WhatsApp From Number Id which we have received in the previous steps in AWS Secrets Manager.

  1. Open the AWS Secrets Manager console at https://us-east-1.console.aws.amazon.com/secretsmanager/listsecrets?region=us-east-1 (in the required AWS region), and then click on “Store a new Secret”.
  2. Under “Secret Type”, choose Other type of secret.
  3. Under Key/value Pair, add the following Key-Value pairs:
    1. WHATSAPP_AUTH_TOKEN: <Pass the Auth Token generated previously>
    2. WHATSAPP_FROM_NUMBER_ID : <Pass the From Number Id>.
      AWS Secret Manager Console screenshot storing WHATSAPP_AUTH_TOKEN and WHATSAPP_FROM_NUMBER_ID secrets.
  4. Click Next
  5. Provide the Secret name “MetaWhatsappCreds” and provide a suitable description.
  6. Click Next twice and finally click “Store” button.

Step 4: Create an AWS Lambda.

You must create an AWS Lambda that has the code that calls Meta WhatsApp Business Cloud API and sends a message to the endpoint.

  1. Open the AWS Lambda console at http://console.aws.amazon.com/AWSLambda, and then click on Create Function.
  2. Choose Author from scratch.
  3. For Function Name, enter ‘WhatsAppTest’.
  4. For Runtime, select Python 3.9.
  5. Click Create Function.
  6. For the function code, copy the following and paste into the code editor in your AWS Lambda function:
import base64
import json
import os
import urllib
from urllib import request, parse
import boto3
from botocore.exceptions import ClientError

WhatsApp_messageAPI_URL = "https://graph.facebook.com/v15.0/" 

def get_secret():

    secret_name = "MetaWhatsappCreds"
    region_name = "us-east-1"
    # Pass the required AWS Region in which Secret is stored

    # Create a Secrets Manager client
    session = boto3.session.Session()
    client = session.client(
        service_name='secretsmanager',
        region_name=region_name
    )

    try:
        get_secret_value_response = client.get_secret_value(
            SecretId=secret_name
        )
    except ClientError as e:
        # For a list of exceptions thrown, see
        # https://docs.aws.amazon.com/secretsmanager/latest/apireference/API_GetSecretValue.html
        raise e

    # Decrypts secret using the associated KMS key.
    secret = get_secret_value_response['SecretString']
    return secret
   
def lambda_handler(event, context):
    credentials = get_secret()
    WhatsApp_AUTH_TOKEN = json.loads(credentials)["WHATSAPP_AUTH_TOKEN"]
    WhatsApp_FROM_NUMBER_ID = json.loads(credentials)["WHATSAPP_FROM_NUMBER_ID"]
    if not WhatsApp_AUTH_TOKEN:
        return "Unable to access WhatsApp Auth Token."
    elif not WhatsApp_FROM_NUMBER_ID:
        return "Unable to access WhatsApp From Number Id."
    # Lets print out the event for our logs 
    print("Received event: {}".format(event))

    populated_url = WhatsApp_messageAPI_URL + WhatsApp_FROM_NUMBER_ID + "/messages"

    for key in event['Endpoints'].keys(): 
        to_number = event['Endpoints'][key]['Address']
        # Example body and using an attribute from the endpoint
        username = event['Endpoints'][key]['Attributes']['username'][0]
        body = "Hello {}, here is your weekly 10% discount coupon: SAVE10".format(username)
        post_params = {"messaging_product":"whatsapp","to": to_number ,"recipient_type": "individual","type": "text", "text":{"preview_url": "false","body": body}}
        # encode the parameters for Python's urllib 
        print(post_params)
        data = parse.urlencode(post_params).encode('ascii') 
        req = request.Request(populated_url)
        req.add_header("Authorization", WhatsApp_AUTH_TOKEN ) 
        req.add_header("Content-Type","application/json")
        try:
            # perform HTTP POST request
            with request.urlopen(req, data) as f:
                print("WhatsApp returned {}".format(str(f.read().decode('utf-8')))) 
        except Exception as e:
            # something went wrong!
            print(e)

    return "WhatsApp messages sent successfully"
  1. Add permissions to your AWS Lambda to allow Amazon Pinpoint to invoke it using AWS CLI:

aws lambda add-permission \
–function-name WhatsAppTest \
–statement-id sid \
–action lambda:InvokeFunction \
–principal pinpoint.us-east-1.amazonaws.com \
–source-arn arn:aws:mobiletargeting:us-east-1:<account-id>:apps/<Pinpoint ProjectID>/*

Step 5: Create a segment and campaign in Amazon Pinpoint.

Now that we have an endpoint, we must add it to a segment so that we can use it within a campaign. By sending a campaign, we can verify that our Amazon Pinpoint project is configured correctly, and that we created the endpoint correctly.

To create the segment and campaign:

    1. Open the Amazon Pinpoint console at http://console.aws.amazon.com/pinpoint, and then choose the project that you created in step 1.
    2. In the navigation pane, choose Segments, and then choose Create a segment.
    3. Name the segment “WhatsAppTest.” Under Segment group 1, include all audiences in the Base Segment and add the following Criteria:
    4. For Choose an endpoint attribute, choose integrations, then for values, choose WhatsApp.Amazon Pinpoint Create Segment Console Screenshot showing the various configurations of Pinpoint Segment.
    5. Confirm that the Segment estimate section shows that there is one eligible endpoint, and then choose Create segment.
    6. In the navigation pane, choose Campaigns, and then choose Create a campaign.
    7. Name the campaign “WhatsAppTest.” Under Choose a channel for this campaign, choose Custom, and then choose Next.
    8. On the Choose a segment page, choose the “WhatsAppTest” segment that you just created, and then choose Next.
    9. In Create your message, choose the AWS Lambda function we just created, ‘WhatsAppTest.’ Select SMS in the Endpoint Options. On the Choose when to send the campaign page, keep all of the default values, and then choose Next. On the Review and launch page, choose Launch campaign.

Screenshot of Pinpoint console showing creation of message for Custom Channel.

Within a few seconds, you should receive a WhatsApp message at the phone number that you specified when you created the endpoint and verified on the Meta Developer portal.

Your Custom channel solution for WhatsApp is now ready to use. But first, review and upgrade your WhatsApp sandbox. This post is simply a walkthrough to show you how quickly you can prototype and start sending WhatsApp messages with Pinpoint and Meta. However, for production usage, you need to make sure to review all of the additional terms and charges. Start here to understand more: https://developers.facebook.com/docs/whatsapp/cloud-api/get-started

As a next steps, you can go ahead and claim a Phone number for sending WhatsApp messages in production. You can further configure a Webhook which can help you in receiving WhatsApp message delivery status and other WhatsApp supported events.

There are several ways you can make this solution your own.

  • Customize your messaging: This post used an example message to be sent to your endpoints within the AWS Lambda. You can customize that message to fit your needs. See the various ways in which you can send WhatsApp messages here.
  • Expand endpoints in your application: This post only used one endpoint for the integration. You can use your WhatsApp integration with new endpoints by importing a segment that can be used with a new campaign. Learn how to import a segment here: https://docs.aws.amazon.com/pinpoint/latest/userguide/segments-importing.html
  • Use new integrations: This post focused on integrating your custom channel with WhatsApp but there are many other integrations that are possible when using AWS Lambda.

Amazon Pinpoint is a flexible and scalable outbound and inbound marketing communications service. Learn more here: https://aws.amazon.com/pinpoint/

How to build LINE messaging into business communications

Post Syndicated from nnatri original https://aws.amazon.com/blogs/messaging-and-targeting/how-to-build-line-messaging-into-business-communications/

In today’s interconnected world, businesses need to communicate with their customers through multiple channels. This means using a variety of messaging apps, social media platforms, and other communication tools to reach customers where they are. One such platform that has gained immense popularity in select Asian markets is LINE. As the biggest social network in Japan, LINE offers businesses a unique opportunity to connect with customers in this region. Within Japan alone, LINE’s 2021 data shows 86 million users, constituting approximately 85% of Japan’s adult population. However, managing communication through multiple channels can be challenging for businesses.

That’s where Amazon Pinpoint comes in. Amazon Pinpoint is a flexible communication service for businesses that simplifies the process of sending targeted messages to customers across multiple channels. In this blog post, we’ll focus on how to integrate LINE with Amazon Pinpoint. This post is part of a series on integrating different communication channels with Amazon Pinpoint, and it is intended for both marketing operations and communication developers.

If you are already using LINE, this blog post will help you centralize management within Amazon Pinpoint. Additionally, if you are looking to integrate another messaging service with an open API, the steps outlined here will provide a helpful guide. Finally, if you’re a business looking to tap into Asian markets, this blog post is essential reading. By integrating LINE with Amazon Pinpoint, you’ll be able to reach your customers on the platform they are already using, providing seamless end-to-end customer engagements that will greatly enhances customer experience.

Note
Line is a third-party service that is subject to additional terms and charges. Amazon Web Services isn’t responsible for any third-party service that you use to send messages with custom channels.

Why Integrate LINE with Amazon Pinpoint?

Integrating LINE with Amazon Pinpoint has several benefits for businesses:

  • Centralized communication management: With LINE integrated into Amazon Pinpoint, businesses can centralize the management of outbound communication channels and simplify their communication workflows.
  • Increased flexibility for marketing campaigns: With LINE added as a custom channel in Amazon Pinpoint, businesses can create targeted messaging campaigns and reach customers through multiple channels, including LINE. Along with Pinpoint journeys, businesses can craft end-to-end customer engagement journeys that start from one channel and end in another.
  • Access to LINE’s popular messaging platform: With LINE integrated into Amazon Pinpoint, businesses can tap into the app’s massive user base in select Asian markets and engage with their customers through a popular and widely used messaging platform. Having access to LINE’s demographics of approximately 50% office workers with high penetration into 20s-30s age band, brands can tap into this high-spending power segment to drive revenue for their products.

Architecture

This solution uses Amazon Pinpoint,AWS Lambda, Amazon API Gateway, Amazon Simple Storage Service (Amazon S3), AWS Secrets Manager and LINE Messaging API

Line Pinpoint Solution Architecture

The solution architecture can be broken up into two main sections:

  • Steps 1-4 cover handling inbound user events and managing user data within Amazon Pinpoint.
  • Steps 5-8 cover how to send outbound campaigns via Amazon Pinpoint Custom Channel.
  1. The customer subscribes to the business’ LINE channel.
  2. The subscribe/unsubscribe event is received and checked via Amazon API Gateway.
  3. The edge-optimized Amazon API Gateway passes valid requests via a proxy integration to the backend Lambda.
  4. The backend Lambda compares the request body with the x-line-signature request header to confirm that the request was sent from the LINE Platform, as recommended by LINE API document. Afterwards, the Lambda function processes the user events:
    1. If the user subscribes to the channel, a new endpoint will be added to Amazon Pinpoint’s user database.
    2. If the user unsubscribes from the channel, the corresponding endpoint (identified by the LINE User ID) is deleted from Amazon Pinpoint’s user database.
  5. Amazon Pinpoint initiates a call to a Lambda function via Custom Channel with a payload. Of particular importance would be the Data field contained within the payload, which can be specified within the Amazon Pinpoint console to modify the content of the message.
  6. If the message contains image/audio/video files, the Lambda will request the file from the corresponding Amazon S3 buckets to be included for step 7. Amazon S3 then sends back the presigned URL containing the requested file(s).
  7. The Lambda function puts the message in the correct format expected by the LINE Messaging API and sends it over to the LINE Platform.
  8. The LINE Messaging API receives the request and processes the message content. If necessary, it will retrieve and download the file from Amazon S3 using the presigned URLs generated in step 6 then finally send the message to the corresponding user on the LINE Mobile App.

Step-by-Step Deployment Guide

Prerequisites

To deploy this solution, you must have the following:

  1. An AWS account, with the appropriate AWS CLI profile.
    • Named Profile: Run aws configure with the --profile option. The following steps assumed you have created a profile called line-integration to use with AWS CDK.
  2. Minimum Python v3.7, with pip and venv
  3. AWS CDK v2 installed.
  4. Docker Engine installed. You can download and install the appropriate Docker Desktop Distribution for your system via this link
  5. A LINE Account.
    • If you have never worked with LINE Messaging API before, you should login to to LINE Developers Console using one of the following accounts.
      • LINE account
      • Business account
    • Afterwards, you should create a new provider. Create Line provider
    • Within the provider page, you can then choose to create a new channel. For our Integration purposes, we will be choosing Messaging API channel type.
      Create Line channel

Preparation

The source code can be found in this GitHub Repository.

  1. Fork the GitHub Repo into your account. This way you can experiment with changes as necessary to fit your workload.
  2. In your local compute environment, clone the GitHub Repository and cd into the project directory.
  3. Run the following commands to create a virtual environment, activate it and install required dependencies.
python3 -m venv env \
&& source env/bin/activate \
&& python -m pip install -r requirements.txt

Deploy the CDK

  1. We can set the AWS CLI profile in CDK commands by adding the --profile flag. Run the following commands to bootstrap your AWS environment, synthesize the CDK template and deploy to your environment.
cdk bootstrap --profile LINE-integration \
&& cdk synth --profile LINE-integration  \
&& cdk deploy --profile LINE-integration 

Note
Enter y when prompted with Do you wish to deploy these changes (y/n)?

  1. After the deployment is done, the CDK template will output the API Gateway endpoint URL which takes the form of https://[********].execute-api.[region].amazonaws.com/prod/. Copy down this information as you will need it to set up the webhook connection later on.

Getting LINE Official Account Credentials

  1. Log in to LINE developer console.
    Login to Line account
  2. Once inside, choose the channel you’d like to have integrated with Amazon Pinpoint. This assumes that you’ve created a provider and a channel as mentioned in the Prerequisite section.
    Inside Line account console
  3. In the Basic settings tab, scroll down and note down the Channel Secret.
  4. In the Messaging API tab, scroll down and click on Edit under Webhook URL and enter the API Gateway endpoint URL you have noted down in step 5. Click on Update to save the changes.
    Line Webhook settings
    NOTE Once you have finished entering your Channel Secret token in step 14, you can return to this page to Verify your webhook URL is set up correctly).
  5. Finally, issue a Channel Access Token (at the bottom of the Messaging API tab) and note it down.
    Line channel access token settings

Registering Secrets in AWS Secrets Manager

  1. Navigate to the AWS Secrets Manager console. Make sure you’re in the same region as your CDK deployment region.
  2. Click on Secrets in the left side pane. You should find a secret with the name LINE_secrets
  3. Click on Retrieve Secret Value.
    Set Line secrets in Secrets Manager
  4. Then click on Edit:
    • Replace YOUR_CHANNEL_SECRET secret value with the channel secret you issued in step 10.
    • Replace YOUR_CHANNEL_ACCESS_TOKEN secret value with the access token you issued in step 10

Marketing Operations Demonstration

Once you’ve successfully deployed the CDK and configured your secrets, you can immediately get started sending communications campaign to your customers.

LINE supports multimedia messaging formats, meaning that you can choose to send texts, images, audio and even video files to your customers as part of your campaigns. You just need to make sure that your customers have subscribed to your channel.

Create a segment of subscribed users

The deployed solution has integrated user database management with Amazon Pinpoint so once users start subscribing to your LINE channel, they will be added as endpoints. To start filtering out who we should send to, you can create segments of your subscribers.

  1. Navigate to the Amazon Pinpoint console.
  2. On the All projects page, a project named Line-Pinpoint-Project has been created for you.
  3. On the left-side pane, choose Segments and then Create a segment.Create Segment
  4. Give your segment a descriptive name and add the appropriate criteria to filter down to your target audience (E.g.: filter down to customers who have Custom channel type).Set segment attributes
  5. Confirm the number of endpoints that you will be sending in the Segment estimate section matches your expectations and then choose Create segment.

Upload media files for campaign

If you’d like to use your own image, audio and video files for the campaign, follow along with this section. Otherwise, proceed to the Create Campaigns section (step 9).

Note
Depending on the media type, there are restrictions imposed such as maximum file size and file format extensions. You can find more information here.

  1. Navigate to the Amazon S3 console.
  2. Here you will find a list of buckets which corresponds to the type of media files you want to upload:
    • part-1-stack-images3bucket...: contains image files.
    • part-1-stack-audios3bucket...: contains audio files.
    • part-1-stack-videos3bucket...: contains both video and image cover files.
  3. Upload the corresponding files that you want to use for your campaign by choosing Upload.
    Asset bucket image

Create campaigns

  1. In the navigation pane, choose Campaigns, and then choose Create a campaign.
  2. Give your campaign a descriptive name. Under Campaign Type choose Standard campaign and under Channel, choose Custom. Click Next to confirm.
    Campaign Creation
  3. On the Choose a segment page, choose the segment that you created in step 5, and then choose Next.
  4. In Create your message, depending on the type of message that you want to send, choose the corresponding Lambda function. Your function should be named part-1-stack-send[text/image/audio/video]lambda...
    Choose Lambda function
  5. In the custom data section, you can choose to leave it blank, which will trigger the campaign to send the sample message.
  6. Otherwise, depending on the type of message, you can customize your campaigns to send the content that you want by inputting the following values into Custom Data.
    • Text Campaign: Enter the Text Message that you want to send.
    • Image Campaign: Enter the name of the image file you’ve uploaded in step 8 including the extension name (E.g.: sample_image.png)
    • Audio Campaign: Enter the name of the audio file you’ve uploaded in step 8 including the extension name and the duration of the audio file in milliseconds separated by a comma (E.g.: sample_audio.mp3,5000)
    • Video Campaign: Enter the name of the video file you’ve uploaded in step 8 including the extension name and the name of the image file you’ve uploaded in step 8 including the extension name, separated by a comma (E.g.: sample_video.mp4,sample_image.png)
  7. Choose Next and configure when to send the campaign depending on your needs. Once done, choose Next again.
  8. On the Review and launch page, verify all your information is correct and then click on Launch campaign.

That’s it! Your message will be sent through LINE to the designated recipients.

Cleanup

To delete the sample application that you created, use the AWS CDK.


cdk destroy

You’ll be asked:


Are you sure you want to delete: part-1-stack (y/n)?

Hit “y” and you’ll see your stack being destroyed.

What’s Next?

In conclusion, integrating LINE with Amazon Pinpoint provides businesses with a powerful tool to centralize their communication management, create more flexible marketing campaigns, and tap into LINE’s massive user base. With the step-by-step guide and demo provided in this blog post, you can easily get started with integrating LINE with Pinpoint and start leveraging its benefits for your business.

The solution presented in this blog post serves as a template that you can develop and customize to make it your own:

  1. Adding additional message types: The LINE messaging platform is famous for its rich messaging types and format. The deployed solution only utilized a fraction of what is available. You can add additional Lambda functions to send Stickers, Locations, Image Maps, Buttons or Carousel and more.
  2. Orchestrate LINE with other channels: Using Amazon Pinpoint Journeys, you can now meet the customer where they are most likely to see and respond to your message. Create a journey that starts with an SMS, send targeted communications based on yes/no or multivariate splits via emails and seal the deal with LINE. With Pinpoint and journey custom channel input and response support, you can craft the perfect omni-channel journey for your customers.
  3. Watch this space: Do stay tuned for the next blog post in this series, where we’ll show you how to manage inbound communications through LINE using Amazon Connect and Amazon Lex bots.

Three ways to boost your email security and brand reputation with AWS

Post Syndicated from Michael Davie original https://aws.amazon.com/blogs/security/three-ways-to-boost-your-email-security-and-brand-reputation-with-aws/

If you own a domain that you use for email, you want to maintain the reputation and goodwill of your domain’s brand. Several industry-standard mechanisms can help prevent your domain from being used as part of a phishing attack. In this post, we’ll show you how to deploy three of these mechanisms, which visually authenticate emails sent from your domain to users and verify that emails are encrypted in transit. It can take as little as 15 minutes to deploy these mechanisms on Amazon Web Services (AWS), and the result can help to provide immediate and long-term improvements to your organization’s email security.

Phishing through email remains one of the most common ways that bad actors try to compromise computer systems. Incidents of phishing and related crimes far outnumber the incidents of other categories of internet crime, according to the most recent FBI Internet Crime Report. Phishing has consistently led to large annual financial losses in the US and globally.

Overview of BIMI, MTA-STS, and TLS reporting

An earlier post has covered how you can use Amazon Simple Email Service (Amazon SES) to send emails that align with best practices, including the IETF internet standards: Sender Policy Framework (SPF), DomainKeys Identified Mail (DKIM), and Domain-based Message Authentication, Reporting, and Conformance (DMARC). This post will show you how to build on this foundation and configure your domains to align with additional email security standards, including the following:

  • Brand Indicators for Message Identification (BIMI) – This standard allows you to associate a logo with your email domain, which some email clients will display to users in their inbox. Visit the BIMI Group’s Where is my BIMI Logo Displayed? webpage to see how logos are displayed in the user interfaces of BIMI-supporting mailbox providers; Figure 1 shows a mock-up of a typical layout that contains a logo.
  • Mail Transfer Agent Strict Transport Security (MTA-STS) – This standard helps ensure that email servers always use TLS encryption and certificate-based authentication when they send messages to your domain, to protect the confidentiality and integrity of email in transit.
  • SMTP TLS reporting – This reporting allows you to receive reports and monitor your domain’s TLS security posture, identify problems, and learn about attacks that might be occurring.
Figure 1: A mock-up of how BIMI enables branded logos to be displayed in email user interfaces

Figure 1: A mock-up of how BIMI enables branded logos to be displayed in email user interfaces

These three standards require your Domain Name System (DNS) to publish specific records, for example by using Amazon Route 53, that point to web pages that have additional information. You can host this information without having to maintain a web server by storing it in Amazon Simple Storage Service (Amazon S3) and delivering it through Amazon CloudFront, secured with a certificate provisioned from AWS Certificate Manager (ACM).

Note: This AWS solution works for DKIM, BIMI, and DMARC, regardless of what you use to serve the actual email for your domains, which services you use to send email, and where you host DNS. For purposes of clarity, this post assumes that you are using Route 53 for DNS. If you use a different DNS hosting provider, you will manually configure DNS records in your existing hosting provider.

Solution architecture

The architecture for this solution is depicted in Figure 2.

Figure 2: The architecture diagram showing how the solution components interact

Figure 2: The architecture diagram showing how the solution components interact

The interaction points are as follows:

  1. The web content is stored in an S3 bucket, and CloudFront has access to this bucket through an origin access identity, a mechanism of AWS Identity and Access Management (IAM).
  2. As described in more detail in the BIMI section of this blog post, the Verified Mark Certificate is obtained from a BIMI-qualified certificate authority and stored in the S3 bucket.
  3. When an external email system receives a message claiming to be from your domain, it looks up BIMI records for your domain in DNS. As depicted in the diagram, a DNS request is sent to Route 53.
  4. To retrieve the BIMI logo image and Verified Mark Certificate, the external email system will make HTTPS requests to a URL published in the BIMI DNS record. In this solution, the URL points to the CloudFront distribution, which has a TLS certificate provisioned with ACM.

A few important warnings

Email is a complex system of interoperating technologies. It is also brittle: a typo or a missing DNS record can make the difference between whether an email is delivered or not. Pay close attention to your email server and the users of your email systems when implementing the solution in this blog post. The main indicator that something is wrong is the absence of email. Instead of seeing an error in your email server’s log, users will tell you that they’re expecting to receive an email from somewhere and it’s not arriving. Or they will tell you that they sent an email, and their recipient can’t find it.

The DNS uses a lot of caching and time-out values to improve its efficiency. That makes DNS records slow and a little unpredictable as they propagate across the internet. So keep in mind that as you monitor your systems, it can be hours or even more than a day before the DNS record changes have an effect that you can detect.

This solution uses AWS Cloud Development Kit (CDK) custom resources, which are supported by AWS Lambda functions that will be created as part of the deployment. These functions are configured to use CDK-selected runtimes, which will eventually pass out of support and require you to update them.

Prerequisites

You will need permission in an AWS account to create and configure the following resources:

  • An Amazon S3 bucket to store the files and access logs
  • A CloudFront distribution to publicly deliver the files from the S3 bucket
  • A TLS certificate in ACM
  • An origin access identity in IAM that CloudFront will use to access files in Amazon S3
  • Lambda functions, IAM roles, and IAM policies created by CDK custom resources

You might also want to enable these optional services:

  • Amazon Route 53 for setting the necessary DNS records. If your domain is hosted by another DNS provider, you will set these DNS records manually.
  • Amazon SES or an Amazon WorkMail organization with a single mailbox. You can configure either service with a subdomain (for example, [email protected]) such that the existing domain is not disrupted, or you can create new email addresses by using your existing email mailbox provider.

BIMI has some additional requirements:

  • BIMI requires an email domain to have implemented a strong DMARC policy so that recipients can be confident in the authenticity of the branded logos. Your email domain must have a DMARC policy of p=quarantine or p=reject. Additionally, the domain’s policy cannot have sp=none or pct<100.

    Note: Do not adjust the DMARC policy of your domain without careful testing, because this can disrupt mail delivery.

  • You must have your brand’s logo in Scaled Vector Graphics (SVG) format that conforms to the BIMI standard. For more information, see Creating BIMI SVG Logo Files on the BIMI Group website.
  • Purchase a Verified Mark Certificate (VMC) issued by a third-party certificate authority. This certificate attests that the logo, organization, and domain are associated with each other, based on a legal trademark registration. Many email hosting providers require this additional certificate before they will show your branded logo to their users. Others do not currently support BIMI, and others might have alternative mechanisms to determine whether to show your logo. For more information about purchasing a Verified Mark Certificate, see the BIMI Group website.

    Note: If you are not ready to purchase a VMC, you can deploy this solution and validate that BIMI is correctly configured for your domain, but your branded logo will not display to recipients at major email providers.

What gets deployed in this solution?

This solution deploys the DNS records and supporting files that are required to implement BIMI, MTA-STS, and SMTP TLS reporting for an email domain. We’ll look at the deployment in more detail in the following sections.

BIMI

BIMI is described by the Internet Engineering Task Force (IETF) as follows:

Brand Indicators for Message Identification (BIMI) permits Domain Owners to coordinate with Mail User Agents (MUAs) to display brand-specific Indicators next to properly authenticated messages. There are two aspects of BIMI coordination: a scalable mechanism for Domain Owners to publish their desired Indicators, and a mechanism for Mail Transfer Agents (MTAs) to verify the authenticity of the Indicator. This document specifies how Domain Owners communicate their desired Indicators through the BIMI Assertion Record in DNS and how that record is to be interpreted by MTAs and MUAs. MUAs and mail-receiving organizations are free to define their own policies for making use of BIMI data and for Indicator display as they see fit.

If your organization has a trademark-protected logo, you can set up BIMI to have that logo displayed to recipients in their email inboxes. This can have a positive impact on your brand and indicates to end users that your email is more trustworthy. The BIMI Group shows examples of how brand logos are displayed in user inboxes, as well as a list of known email service providers that support the display of BIMI logos.

As a domain owner, you can implement BIMI by publishing the relevant DNS records and hosting the relevant files. To have your logo displayed by most email hosting providers, you will need to purchase a Verified Mark Certificate from a BIMI-qualified certificate authority.

This solution will deploy a valid BIMI record in Route 53 (or tell you what to publish in the DNS if you’re not using Route 53) and will store your provided SVG logo and Verified Mark Certificate files in Amazon S3, to be delivered through CloudFront with a valid TLS certificate from ACM.

To support BIMI, the solution makes the following changes to your resources:

  1. A DNS record of type TXT is published at the following host:
    default._bimi.<your-domain>. The value of this record is: v=BIMI1; l=<url-of-your-logo> a=<url-of-verified-mark-certificate>. The value of <your-domain> refers to the domain that is used in the From header of messages that your organization sends.
  2. The logo and optional Verified Mark Certificate are hosted publicly at the HTTPS locations defined by <url-of-your-logo> and <url-of-verified-mark-certificate>, respectively.

MTA-STS

MTA-STS is described by the IETF in RFC 8461 as follows:

SMTP (Simple Mail Transport Protocol) MTA Strict Transport Security (MTA-STS) is a mechanism enabling mail service providers to declare their ability to receive Transport Layer Security (TLS) secure SMTP connections and to specify whether sending SMTP servers should refuse to deliver to MX hosts that do not offer TLS with a trusted server certificate.

Put simply, MTA-STS helps ensure that email servers always use encryption and certificate-based authentication when sending email to your domains, so that message integrity and confidentiality are preserved while in transit across the internet. MTA-STS also helps to ensure that messages are only sent to authorized servers.

This solution will deploy a valid MTA-STS policy record in Route 53 (or tell you what value to publish in the DNS if you’re not using Route 53) and will create an MTA-STS policy document to be hosted on S3 and delivered through CloudFront with a valid TLS certificate from ACM.

To support MTA-STS, the solution makes the following changes to your resources:

  1. A DNS record of type TXT is published at the following host: _mta-sts.<your-domain>. The value of this record is: v=STSv1; id=<unique value used for cache invalidation>.
  2. The MTA-STS policy document is hosted at and obtained from the following location: https://mta-sts.<your-domain>/.well-known/mta-sts.txt.
  3. The value of <your-domain> in both cases is the domain that is used for routing inbound mail to your organization and is typically the same domain that is used in the From header of messages that your organization sends externally. Depending on the complexity of your organization, you might receive inbound mail for multiple domains, and you might choose to publish MTA-STS policies for each domain.

Is it ever bad to encrypt everything?

In the example MTA-STS policy file provided in the GitHub repository and explained later in this post, the MTA-STS policy mode is set to testing. This means that your email server is advertising its willingness to negotiate encrypted email connections, but it does not require TLS. Servers that want to send mail to you are allowed to connect and deliver mail even if there are problems in the TLS connection, as long as you’re in testing mode. You should expect reports when servers try to connect through TLS to your mail server and fail to do so.

Be fully prepared before you change the MTA-STS policy to enforce. After this policy is set to enforce, servers that follow the MTA-STS policy and that experience an enforceable TLS-related error when they try to connect to your mail server will not deliver mail to your mail server. This is a difficult situation to detect. You will simply stop receiving email from servers that comply with the policy. You might receive reports from them indicating what errors they encountered, but it is not guaranteed. Be sure that the email address you provide in SMTP TLS reporting (in the following section) is functional and monitored by people who can take action to fix issues. If you miss TLS failure reports, you probably won’t receive email. If the TLS certificate that you use on your email server expires, and your MTA-STS policy is set to enforce, this will become an urgent issue and will disrupt the flow of email until it is fixed.

SMTP TLS reporting

SMTP TLS reporting is described by the IETF in RFC 8460 as follows:

A number of protocols exist for establishing encrypted channels between SMTP Mail Transfer Agents (MTAs), including STARTTLS, DNS-Based Authentication of Named Entities (DANE) TLSA, and MTA Strict Transport Security (MTA-STS). These protocols can fail due to misconfiguration or active attack, leading to undelivered messages or delivery over unencrypted or unauthenticated channels. This document describes a reporting mechanism and format by which sending systems can share statistics and specific information about potential failures with recipient domains. Recipient domains can then use this information to both detect potential attacks and diagnose unintentional misconfigurations.

As you gain the security benefits of MTA-STS, SMTP TLS reporting will allow you to receive reports from other internet email providers. These reports contain information that is valuable when monitoring your TLS security posture, identifying problems, and learning about attacks that might be occurring.

This solution will deploy a valid SMTP TLS reporting record on Route 53 (or provide you with the value to publish in the DNS if you are not using Route 53).

To support SMTP TLS reporting, the solution makes the following changes to your resources:

  1. A DNS record of type TXT is published at the following host: _smtp._tls.<your-domain>. The value of this record is: v=TLSRPTv1; rua=mailto:<report-receiver-email-address>
  2. The value of <report-receiver-email-address> might be an address in your domain or in a third-party provider. Automated systems that process these reports must be capable of processing GZIP compressed files and parsing JSON.

Deploy the solution with the AWS CDK

In this section, you’ll learn how to deploy the solution to create the previously described AWS resources in your account.

  1. Clone the following GitHub repository:

    git clone https://github.com/aws-samples/serverless-mail
    cd serverless-mail/email-security-records

  2. Edit CONFIG.py to reflect your desired settings, as follows:
    1. If no Verified Mark Certificate is provided, set VMC_FILENAME = None.
    2. If your DNS zone is not hosted on Route 53, or if you do not want this app to manage Route 53 DNS records, set ROUTE_53_HOSTED = False. In this case, you will need to set TLS_CERTIFICATE_ARN to the Amazon Resource Name (ARN) of a certificate hosted on ACM in us-east-1. This certificate is used by CloudFront and must support two subdomains: mta-sts and your configured BIMI_ASSET_SUBDOMAIN.
  3. Finalize the preparation, as follows:
    1. Place your BIMI logo and Verified Mark Certificate files in the assets folder.
    2. Create an MTA-STS policy file at assets/.well-known/mta-sts.txt to reflect your mail exchange (MX) servers and policy requirements. An example file is provided at assets/.well-known/mta-sts.txt.example
  4. Deploy the solution, as follows:
    1. Open a terminal in the email-security-records folder.
    2. (Recommended) Create and activate a virtual environment by running the following commands.
      python3 -m venv .venv
      source .venv/bin/activate
    3. Install the Python requirements in your environment with the following command.
      pip install -r requirements.txt
    4. Assume a role in the target account that has the permissions outlined in the Prerequisites section of this post.

      Using AWS CDK version 2.17.0 or later, deploy the bootstrap in the target account by running the following command. To learn more, see Bootstrapping in the AWS CDK Developer Guide.
      cdk bootstrap

    5. Run the following command to synthesize the CloudFormation template. Review the output of this command to verify what will be deployed.
      cdk synth
    6. Run the following command to deploy the CloudFormation template. You will be prompted to accept the IAM changes that will be applied to your account.
      cdk deploy

      Note: If you use Route53, these records are created and activated in your DNS zones as soon as the CDK finishes deploying. As the records propagate through the DNS, they will gradually start affecting the email in the affected domains.

    7. If you’re not using Route53 and instead are using a third-party DNS provider, create the CNAME and TXT records as indicated. In this case, your email is not affected by this solution until you create the records in DNS.

Testing and troubleshooting

After you have deployed the CDK solution, you can test it to confirm that the DNS records and web resources are published correctly.

BIMI

  1. Query the BIMI DNS TXT record for your domain by using the dig or nslookup command in your terminal.

    dig +short TXT default._bimi.<your-domain.example>

    Verify the response. For example:

    "v=BIMI1; l=https://bimi-assets.<your-domain.example>/logo.svg"

  2. In your web browser, open the URL from that response (for example, https://bimi-assets.<your-domain.example>/logo.svg) to verify that the logo is available and that the HTTPS certificate is valid.
  3. The BIMI group provides a tool to validate your BIMI configuration. This tool will also validate your VMC if you have purchased one.

MTA-STS

  1. Query the MTA-STS DNS TXT record for your domain.

    dig +short TXT _mta-sts.<your-domain.example>

    The value of this record is as follows:

    v=STSv1; id=<unique value used for cache invalidation>

  2. You can load the MTA-STS policy document using your web browser. For example, https://mta-sts.<your-domain.example>/.well-known/mta-sts.txt
  3. You can also use third party tools to examine your MTA-STS configuration, such as MX Toolbox.

TLS reporting

  1. Query the TLS reporting DNS TXT record for your domain.

    dig +short TXT _smtp._tls.<your-domain.example>

    Verify the response. For example:

    "v=TLSRPTv1; rua=mailto:<your email address>"

  2. You can also use third party tools to examine your TLS reporting configuration, such as Easy DMARC.

Depending on which domains you communicate with on the internet, you will begin to see TLS reports arriving at the email address that you have defined in the TLS reporting DNS record. We recommend that you closely examine the TLS reports, and use automated analytical techniques over an extended period of time before changing the default testing value of your domain’s MTA-STS policy. Not every email provider will send TLS reports, but examining the reports in aggregate will give you a good perspective for making changes to your MTA-STS policy.

Cleanup

To remove the resources created by this solution:

  1. Open a terminal in the cdk-email-security-records folder.
  2. Assume a role in the target account with permission to delete resources.
  3. Run cdk destroy.

Note: The asset and log buckets are automatically emptied and deleted by the cdk destroy command.

Conclusion

When external systems send email to or receive email from your domains they will now query your new DNS records and will look up your domain’s BIMI, MTA-STS, and TLS reporting information from your new CloudFront distribution. By adopting the email domain security mechanisms outlined in this post, you can improve the overall security posture of your email environment, as well as the perception of your brand.

 
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Michael Davie

Michael Davie

Michael is a Senior Industry Specialist with AWS Security Assurance. He works with our customers, their regulators, and AWS teams to help raise the bar on secure cloud adoption and usage. Michael has over 20 years of experience working in the defence, intelligence, and technology sectors in Canada and is a licensed professional engineer.

Jesse Thompson

Jesse Thompson

Jesse is an Email Deliverability Manager with the Amazon Simple Email Service team. His background is in enterprise IT development and operations, with a focus on email abuse mitigation and encouragement of authenticity practices with open standard protocols. Jesse’s favorite activity outside of technology is recreational curling.