Getting Started with Everest Essentials Account:
Your Onboarding Guide and Checklist
Welcome to Everest. The Everest Platform is the most comprehensive source of email intelligence in the industry. In this brief overview, you will learn how to get started with the basic features, what resources are available to support you, and what expectations to have as you begin unlocking the full potential of the platform.
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Onboarding ChecklistUse this checklist to keep track of your progress |
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*Required |
Account Settings
Required
Time estimate: 10-15 minutes
Internal resources needed: Email Marketing Manager/Primary Administrator
Supporting resources:
- Can I allow multiple users to access my Everest account?
- How do I select my default time zone in Everest?
Upon gaining access to your new Everest account, take a few minutes to properly configure your account settings as an administrator.
- Manage Teammates— Invite your team members as additional users via email, then select admin and access level permissions accordingly.
- Select Default Time Zone— Setting your time zone helps accurately display timestamps for analytics, delivery times, and other metrics.
Everest Inbox Placement
Required
Time estimate: 60-90 minutes, depending on the size of email file upload
Internal resources needed: Email Marketing Manager
Supporting resources:
- What is the Everest Seed List?
- Why is seeding to Everest important?
- How do I use the Seed List Optimizer in Everest?
- What file format should I use to upload my list to the Seed List Optimizer in Everest?
- How do I download my Everest seed list?
- How to send email campaigns to the Everest Seed List
- How do I implement an X-header or body tag to help identify my mail for Inbox Placement in Everest?
Test, monitor, and gain visibility into email inbox placement and deliverability performance metrics with Everest Inbox Placement.
- Upload Subscriber File to Everest Seed List Optimizer — Personalize your inbox seed testing to match the true composition of your email file for more accurate inbox results.
- Apply Weighting to Everest Seed List — Upon completion Seed List Optimizer results, click “Apply Seed List Weighting” to activate your settings.
- Export your Everest Seed List — Download and import/copy our seed list and into your email service provider (ESP) or save it as a separate distinct subscriber file or list.
- Set up Header Matching for the most accurate results.
Everest Reputation
Required
Time estimate: 15-30 minutes, depending on the number of IPs and domains
Internal resources needed: Email Marketing Manager
Supporting resources:
- What can I do with Everest Reputation data?
- What are monitoring profiles in Everest?
- How do I set up a monitoring profile in Everest?
The most comprehensive tool for email reputation monitoring for your sending IPs and domains including spam traps, phishing detection, authentication, blacklist, feedback loop complaints, and more.
- Gather your Sending IP(s) and Domain(s) — Identify your sending IP address(es) and email domain(s) from your ESP to quickly and easily build reputation profiles and smart alerts.
Everest DMARC
Recommended
Time estimate: 10-30 minutes
Internal resources needed: Email Marketing Manager, IT Engineer
Supporting resources:
Monitor and protect your brand’s reputation by analyzing authenticated and unauthenticated mailstreams through DMARC, easily identifying who is sending what, from where, and when using your brand.
- Add your Email Domains into Everest DMARC — Add or upload your DMARC domain(s) in the setup tab of the DMARC product.
Alerts
Recommended
Time estimate: 10-15 minutes, depending on the number of Alerts desired
Internal resources needed: Email Marketing Manager
Supporting resources:
- How do I create an alert in Everest?
- How do I copy an alert in Everest?
- How can I receive Everest alerts in Slack?
- How can I receive Everest alerts in PagerDuty?
Automate your deliverability and email performance by tuning out the noise and focusing on what matters most to you with Everest Alerts.
- Create Custom Alerts —Click “Create Alert” to select the product or category for your custom alert, which channels you would like to use for notifications, and the frequency with which to be alerted.
Ready for More?
Check out these resources:
Dashboards
- What are Dashboards in Everest?
- How do I manage my Everest dashboards?
- How do I add or delete custom dashboard widgets in Everest?
- Can I create multiple custom dashboards in Everest?
Webhook Endpoint
API Setup
SNDS
