Getting Started with Everest:
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.

  

Onboarding Checklist Use this checklist to keep track of your progress

Account Settings*   Everest Inbox*   Design Renders*   Everest Reputation*   Everest Pixel Tracking   List Validation   Everest DMARC   Alerts

*Required

 

Account Settings

Required
Time estimate: 10-15 minutes 
Internal resources needed: Email Marketing Manager/Primary Administrator 
Supporting resources:

• What is the Account Settings feature in Everest?
• Can I allow multiple users to access my Everest account?
• How do I select my default time zone in Everest?
• What reports are offered in Everest?

Upon gaining access to your new Everest account, take a few minutes to properly configure your account settings as an administrator and familiarize yourself with the reports available to you. 

• 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. 
• Download Reports—Access usage history, subscription & credit activity, login history, and account configuration to understand how your team members use your Everest account.

 

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. 

 

Design Renders

Required
Time estimate: 10-15 minutes 
Internal resources needed: Not Needed 
Supporting resources: 

• What is the Design & Content feature in Everest?

Everything you need to test, optimize, and feel confident in your email design, renderings, and content before hitting send. 

• Submit a New Design Test — Simply click “New Design Test” and upload your content by pasting your HTML, uploading a zip file, emailing a test, or importing from an Everest Inbox seed test. 

 

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 Pixel Tracking

Recommended
Time estimate: 15-30 minutes 
Internal resources needed: Email Marketing Manager, IT Engineer 
Supporting resources:

• How do I add my Everest tracking pixel?
• How do I create a custom domain for my Everest tracking pixel?
• What is a merge tag in the Everest tracking pixel settings?

Track anonymized engagement data for your campaigns, from open location and time of day to platform, mailbox provider, and average read times.

• Embed a Tracking Pixel. Grab your Tracking Pixel and embed it into your email. 
• Send your campaigns. Send your campaign and watch data roll in. We’ll do the heavy lifting to highlight the relevant data points.
• Track. Optimize. Repeat. Utilize the tracking data to make informed decisions and optimize your campaigns for performance. 

 

List Validation

Recommended
Time estimate: 10-15 minutes 
Internal resources needed: Email Marketing Manager 
Supporting resources: 

• How to import and validate your list using Everest List Validation

Designed to identify invalid and undeliverable email addresses and verify legitimate addresses on a customer’s mailing list, giving marketers the ability to improve delivery and engagement. 

• Upload a List — To begin using List Validation, simply upload or paste your email list into the application to process results. 

 

Everest DMARC

Recommended
Time estimate: 10-30 minutes 
Internal resources needed: Email Marketing Manager, IT Engineer 
Supporting resources:

• How do I set up my DMARC record to send reports to Everest?

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: 

Validity Community

• Validity Community

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

• Everest Developer Guide: Universal Endpoint

API Setup

• How does the Everest API work? What are its capabilities?
• Where is my Everest API key?

SNDS

• How do I add a Microsoft SNDS key to my Everest account?

Register for training

• Register for a live Everest training session