This guide is for: Dashboards & Alerts, DMARC Reports Forwarding, and Adding Competitors.
Before you start the Advanced setup, be sure to complete the Basic Setup first. If you have any questions about setting up, visit the Everest Help Center or contact Validity Support at firstname.lastname@example.org.
1. Dashboards and Alerts
Use Everest’s Dashboards and alerting features to notify you of problems related to your deliverability and sending reputation.
1. Log in to Everest
2. Navigate to My Everest and click on Dashboards
3. Click Add Widget
4. Click the Inbox tile
5. Click Select for Inbox Placement
- Accept the default chart display or select a display preference.
6. Click Next
- The Dashboard’s default configuration is for all mailbox providers, but you can select specific mailbox providers by clicking the checkbox for each mailbox provider in the Filter area.
7. Click Save Widget
8. Repeat the same steps to add the recommended Dashboards below. Accept the default configuration of each dashboard and change later if needed.
- Blocklistings: Blocklist activity
- Reputation: Spam Trap Trend
(Optional – Integrations required)
- Complaints: Complaints (Complaint (FBL) forwarding required – see the utilities set up guide for instructions to forward your complaint data)
- DMARC: DMARC Compliance Trend (DMARC set up required)
- Analytics: Recent Analytics Campaigns (ESP Integration required)
There are multiple alert options available, and we recommend setting up and using Everest for a short time in order to understand your baseline performance levels for inbox placement, complaints, and spam traps. When you know your baseline metrics, set up alerts that reflect your actual performance.
1. Navigate to My Everest and click Alerts
2. Click New Alert
3. Enter a description “Blocklisting”
4. Click the Category drop down list and select Blocklistings & DNS Issues
5. Click the If my drop-down list and select IP address
6. Enter your IP address. You can also select Profile if you set up a monitoring profile.
7. Select “has any blocklist activity”
8. Select how you wish to be notified
- Most clients start with an Email alert.
9. Enter your email address
10. Run the alert Daily.
- You can select an alternative frequency if you want more or fewer alerts.
11. Select the option "Don't include repetitive items in alerts"
12. Click Save Alert
2. DMARC reports forwarding
DMARC is an email technical specification leveraging the SPF and DKIM authentication standards and was created to help protect domains from fraudulent activity. DMARC is required for the reports forwarding integration to work.
1. Set up DMARC forwarding address
To set up or edit your DMARC record, contact your email administrator, ESP or hosting provider and provide them the information below. Adding these addresses to your DMARC record with this exact format forwards DMARC reports to Everest.
When this information is added to a DMARC record, it looks like this.
- v=DMARC1; p=none; rua=mailto:email@example.com; ruf=mailto:firstname.lastname@example.org; fo=1; pct=100; rf=afrf
Important! The example above is for illustrative purposes only. Your DMARC record may have different tag values based on your internal policies and should not be changed. For example, your p= value may be “p=quarantine” or “p=reject” rather than “p=none”.
2. Set up integration
When your DMARC record is set up with the forwarding addresses as shown above:
1. Log in to Everest
2. Navigate to My Everest and click Monitoring – Infrastructure
3. Click Domains & Policies
4. Click New Domains
5. Enter your domain name at the bottom of the page
6. Click Save Domain
- If you have multiple DMARC domains, you can also cut and paste or upload a .CSV file by clicking on the Paste Domains and Upload Domains tabs.
7. View your forwarded DMARC data in Everest by navigating to Monitoring: Infrastructure.
3. Competitive Intelligence: Add competitors (not available for all plans)
Make a list of your top 3-5 competitors and obtain the domain from their websites.
1. Login to Everest
2. Navigate to Pre-Send and click Competitive Intel
3. Click New Search
4. Enter one of your competitor’s domains to get started
5. Click Next
- From the list of available domain names, Competitive Intel automatically selects the top domains to track based on the volume percentage of email seen at that domain.
6. Select other domains to track by clicking the check box. You can always change which domains to track later if the email from a domain is not useful.
7. Click Save Selection
- The domain you just added appears
8. Repeat steps 1-8 for your other top 4 competitors