Everest Basic Setup Guide

This guide is for: Adding teammates, Monitoring Profiles, Sending to the Seed List, and Seed Weighting.

Follow these step-by-step instructions to set up Everest and start getting insights into the health of your email program. If you have any questions about setting up, visit the Everest Help Center or contact Validity Support at support@validity.com. 

 

 

1. Invite your teammates (optional but recommended) 

Invite your teammates and manager to Everest so they can view important dashboards and email data.  

1. Log in to Everest 

2. Navigate to My Everest and click Account Settings 

3. Click Manage Teammates 

4. Click Add Teammate 

5. Enter the teammate’s email address 

6. Click Continue 

7. Repeat steps 4 – 6 for each new teammate.  

• • An email is sent to each teammate inviting them to confirm their account and join Everest. 

2. Get a list of your IP addresses and sending domains 

Your IP addresses and sending domains are required to set up monitoring profiles where you track metrics related to your sending reputation. Be sure to note if your IP addresses are dedicated (only used by your company) or shared (used by many companies).  

You may need to contact your email administrator, Email Service Provider, or hosting provider for this information. 

3. Create Monitoring Profiles 

Monitoring profiles tell Everest which IP addresses and domains you use and allow you to track important sending reputation data, blocklistings, suspicious mail, and more.  

1. Log in to Everest 

2. Navigate to the Monitoring section 

3. Click Reputation 

4. Click the Monitoring Profiles tab 

5. Click New Profile 

6. Enter the Profile Name: IP address (you can change later if needed) 

7. Select Yes, to monitor blocklists and sensor network activity 

8. Click Next 

9. Click Add Items 

• • Select the Item type for your IP addresses. You can enter an IP range or CIDR range if you have that available. 
    • If you select and enter a Single Domain on Shared IP(s), select your ESP using the drop-down list. 
  • Enter your IP address 
  • If you have multiple IP addresses, click the + button on the right to add another IP address. 

10. Click Add Items when finished 

• • You also have the option of importing a list of IP addresses from a file by clicking the Import From File button 

11. Click Next 

12. In the Blocklist Selection, check the following IP Blocklists and Domain Lists. You can always select additional blocklists in the future, but these are the ones that have the biggest impact to your deliverability if your IP or domain is listed. 

• • IP Blocklists 
    • All Cloudmark CSI options 
    • All Return Path options 
    • All Spamhaus options 
    • Both Invaluement options 
  • All Domain Lists 

13. Click Save 

14. Repeat steps 5-13 for all sending domains or subdomains. Use “Domains” for your profile name 

If you are unsure if you are using a shared or dedicated IP address, contact your email administrator, Email Service Provider, or hosting provider.  

4. Inbox Placement:  Seed List Optimizer and Seed Weighting (Optional: Not available for all plans) 

Seed list weighting is the ability to assign specific percentages, or “weighting,” to each individual mailbox provider to ensure seed results more accurately reflect where you send mail. If you are not sure where you send mail, you can leverage Seed List Optimizer to determine how your list should be weighted. 

1. Create a .TXT or .CSV file of your entire email list file with one email address or domain per line. 

2. Delete the text to the left of the @ sign for privacy. 

• • Validity discards your uploaded file once it is processed. No records are retained. 

3. Log in to Everest 

4. Navigate to the In-Flight Section 

5. Click Inbox Placement 

6. Click the Manage Seed List tab 

7. Select your Seed Regions 

• Only select the regions to which you send email for optimal weighting results. 
• It is recommended to select “Global” for all senders as that region represents Gmail, Microsoft, Apple, and AOL. 

8. Click Seed List Optimizer: Disabled  

9. Click Upload List 

10. Enter a Description 

11. Click Choose File to upload your file 

12. Click Upload List 

13. In the Seed List Optimizer section, click the details icon to view the results 

14. Click Apply Weighting to apply seed weighting 

Periodically check that seed weighting reflects the make-up of your list profile. As you add, suppress, or lose subscribers over time, adjusting the seed weighting helps ensure an accurate reflection of your inbox placement rates. For most senders, adjusting seed weighting by uploading your list as instructed above is easier. You can also adjust seed weighting manually by clicking on the Seed Weighting widget and entering in the new weight values next to each mailbox provider. Be sure the seed weighting total equals 100%. 

 

5. Inbox Placement: Set up your Seed List, Send a test to Everest, and Check your Matching ID

To see inbox placement data, send email to all the seeds on the seed list for each campaign you wish to monitor. 

1. Log in to Everest 

2. Navigate to the In-Flight Section 

3. Click Inbox Placement 

4. Click the Manage Seed List tab. 

5. Under the Download Seed List widget, select Actions at the top right of the widget. 

6. Choose either Download: CSV for a .CSV file or Download: One Per Line for a .TXT file. 

7. Switch over to your Email Service Provider (ESP) or sending platform to upload your seed list. 

• • Refer to your ESP or sending platform’s instructions for adding new email addresses. 

8. Send a test campaign from your sending system to the seed list 

• • Use a subject line named:  <your company name> Everest seed list test for <today’s date> 

9. Set up the seed list as a segment or target audience within your ESP or sending platform and send a test campaign to that list. Use your last email campaign for content if needed. Read How to send email campaigns to the Everest Seed List for additional information. 

When you have successfully sent a test campaign from your sending system to the seed list 

1. Log in to Everest 

2. Navigate to the In-Flight Section 

3. Click Inbox Placement 

4. Click the Inbox Tests tab 

• • You should see the results of your test start to populate in the Inbox Tests widget
  • Results are complete when you see a green check mark 

5. Click on the Subject Line to see details 

6. Check your test for a Matching ID 

• • A Matching ID helps Everest identify your campaigns. 
  • Everest automatically detects Matching IDs for many ESPs, so if you see one, no other work is required, and you are ready to go! 
  • If you do not see a Matching ID, it is important to set one up for future campaigns to ensure Everest reports the most accurate results.
    • • How do I implement an X-header or body tag to help identify my mail for Inbox Placement in Everest?