JS19 Why and How to Validate your Email Addresses
EngageMore CRM is very, very excited to provide all users Managed Services Email Validation. What this means is that we not only care about WHAT you send and that your email is getting delivered to the inbox, but we ALSO have a service to help us validate, manage and track it all too! This is an amazing FREE UPGRADE to your already amazing software!!! The more email in the inbox means more opens and more responses and more clicks and hopefully more sales!
This article will explain why we want to validate and how to check if your emails are already validated. We will also show you how to easily validate those that need it. The article is long for mostly informational purposes, but don't let it scare you. This is an amazing feature we are so happy to offer you so you can get more engagement!
Please take a few minutes to read all the information below so you get the most benefit out of the Email Validation benefit you have access to within your account.
Here are the most important reasons to validate every email address in your database:
- Validation of email addresses increases your delivery rates (and helps you to avoid the SPAM folder).
- Validation helps you to identify and prevent typos of your email addresses.
- Validation eliminates hard bounces due to bad or fake email addresses.
- You will receive comprehensive email verification and a three-step validation check for each email address on your list.
- Validation helps you to avoid High-Risk (dangerous) Addresses. Our email validation is your first line of defense against high-risk recipients.
- Validation improves your sending reputation and email score with the email service providers and our sending service, Mail Gun
- Validating emails before sending will help you (and the entire EngageMore CRM community) to build a strong email reputation and lead to increased deliverability to inboxes, and it helps you to avoid the SPAM folder better than ever.
- You should not need to worry about Whitelisting email addresses to ensure better deliverability (as you may have had to do in other CRM systems).
- Email notifications from EngageMore CRM to YOU about activity occurring in your account will also be managed in the same system, so this should ensure that your email notifications should not go into the SPAM folder.
Important things to know about email validation inside of EngageMore CRM:
- Every contact in your database must be validated in order for the email to be delivered to your recipient.
- Opting in and Validation are not the same thing. Both must be done in order for an email to send. However, in most cases for users and contacts added to the system prior to June 1, 2020, your existing contacts' emails have already been validated and/or opted in (we will show you how to check - it's easy).
- Past engagement with a prospect (such as an email open or click) will automatically validate the email address for you. Thus, you do not need to do anything to validate your contacts in this case. We will show you quickly how to find those that need validation below (pertains to EngageMore CRM subscribers prior to June 1, 2020).
- All new bulk imports after June 1, 2020, will require that you run the Email Validation in Client touch - this will be especially important during Jump-Start Training importing.
- All drip flow trigger campaign flows implemented through online lead automation via Zapier or an EngageMore CRM Landing page automatically opts-in and validates your emails during the importing/drip flow process. Thus, you will not be required to take any steps to opt-in or validate emails during your auto importing process, it's done automatically for you!
- Any individual contact added to your account manually will require a one-time opt-in and email validation manually prior to sending an email, a blast or turning a drip campaign. This is done quickly with a click, as you have been instructed already. Nothing really changes here, but we want you to be sure you remember you must opt-in and now validate your email (and phone numbers) as you have been trained.
- EngageMore CRM has already validated many of your emails for you if you have been in the system and added contacts prior to June 1, 2020. We do, however, want you to take the steps to confirm that all your current database is opted in and validated so please be sure to follow the very simple instructions below to check and validate all your existing contacts.
- As of June 2020, we are still finalizing the entire migration to our mail server MailGun. You may see some emails continue to be delivered by Sendgrid for time, but that is not a worry for you. EngageMore CRM already has some of the best delivery rates in the business. The new move to our Managed Services with MailGun will only increase our already amazing email reputation. Continue to follow all the same training we have provided you for bulk sends and we will continue to get better and better every day. There is nothing you need to do while we complete the move other than to confirm that all of your emails are validated to date. We will handle the rest. Just let us know if you have any questions or concerns at support@engagemorecrm.com Thank you!
Watch this Training and be sure to review the information below the video too! Have fun.
Check your existing database for those emails that may need validation:
Click on Contacts. Run a basic search and send everyone in your database into Client Touch. Do not put in any search filters, we want your entire list sent into client touch.
From here scroll down to the bottom of your screen and look at the stats of your Workgroup. You want the Opted-In Contacts that need Email Validation to be at Zero. In this example, it says 32. To validate those that need it, just click Validate and you are done. If it says ZERO (0) you do not need to do anything!!! Just remember that from this point forward any new leads you manually add or import in bulk will need to be validated. Be sure to continue to watch the training video and/or instructions below. It's a breeze!
NOTE: Everyone else in the workgroup under the red box are not OPTED in or Validated and they may not be able to be validated due to their statuses. We do recommend you be sure that the last group of incomplete postal addresses have been opted in and then try to validate those again, just in case. We show you how in the video lesson. Just click the list of those contacts - send them into Client Touch. Opt them in and see how many need validation after they are opted in.
Use ClientTouch to opt-in and validate email addresses for a group of contacts following a bulk import. Validation is required only once per email.
After import, be sure you do all three of these steps within Client Touch (very important BEFORE you turn on your Re-Engagement Campaigns for sure!!!) After import, send everyone into Client Touch. The system will send you there right after import automatically.
1. Run the Email Opt-In Wizard (shown in previous training video)
2. Run the Email Validation
3. Run the Text Opt-in Wizard (shown in previous training video)
Note: The red Alert triangle next to the Email Blast will remind you to validate your email addresses before sending a blast. That notice will remind you may have some emails that need validating in your workgroup.
When you click on the Validate Email addresses, just click Start Email Validation.
Manually validating individual Contacts may be validated in the Email Info Box inside of your contact card.
After you add the contact manually, click the grey email address:
Click Opt-In:
In many cases, the system will already know the email is good and automatically validate the email. It will look like this:
If not, it will look like this. Just Click Validate. Done!
Your email is validated and opted in when the email address is GREEN inside the contact card.
Here are some screenshots of the kind of messages you may see when you attempt to opt-in or validate:
In this example, the email address is bad/fake so the system automatically will Opt-Out the email. Thus, the validation status will tell you this is high risk. Without opt-in or validation, no email will send and that protects you and the entire EngageMore CRM email reputation!
In this example, you can see that the user may have provided you an email that has a typo. You may want to try to fix the email (hotmil vs. hotmail) and try to run the validation again. When/If the email is green, you have success!
