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Tutorial: clean a mailing list before a campaign

Level: IntermediateLast updated:

Goal

Before you send a campaign, you run a mailbox check on its mailing list, read what was found, and decide whether Enydea should hold back addresses it cannot confirm. Plan about 10 minutes, plus the time a large check needs in the background. For how the checks work, see Email address verification and the send gate.

What you need

Note: Mailings has no button for these checks. You ask the assistant. In AGENT mode every message is a new task: the agent does not see your earlier messages, so put everything it needs in one request. Claude and ChatGPT keep the conversation, so there you can answer their questions.

Steps

  1. Open Mailings -> Mailing list. Note the exact name of the list your campaign sends to, as shown in Listname.
  2. Select AI at the bottom right of the screen. Click CHAT in the panel header so it reads AGENT.
  3. Ask for a mailbox check, with the list name and your approval in the same message:

    Run a mailbox check on every address on my mailing list "Autumn prospects". I approve the paid check for all of them.

    Each address check is paid. When more than 25 addresses need one, the first answer is only a count, and the check starts on a second, approved call. Addresses checked in the last 90 days are not checked again.

  4. A small check answers at once. A large one runs in the background, and the agent tells you it started a task. Ask a few minutes later:

    Show the status of my latest mailbox check task.

  5. Read the result. It says how many mailboxes were checked and how many got each result, such as deliverable, undeliverable or catch_all:
    • Rejected addresses (undeliverable or do-not-send) are now marked bounced on every mailing list of your company. Campaigns skip them.
    • Likely typos are listed with a suggestion. Enydea does not correct them. Fix the address on the Contact Person tab in Relations, or remove the entry from the list and add the right address.
    • Domains that accept every address are named. Addresses there could not be confirmed; they are stored as catch-all.
  6. Ask what the send gate will do:

    Show my email hygiene status and my send gate setting.

    You see when the nightly run last ran and how many contacts were verified, probable, guess and undeliverable then (nothing yet before the first night), and the gate mode. By default the mode is warn: nobody is held back, and the notification after the send says how many would have been.

  7. Optional, for company admins: hold back addresses that are not at least probable.

    Set the email send gate to enforce with a minimum trust of 55.

    Through Claude or ChatGPT you are asked to approve this first. Do not switch to enforce if you mail private persons or shared inboxes such as info@: they stay below 55 however you got them.

  8. Schedule the campaign as usual. See Mailings and campaigns.

The send gate only judges entries whose address belongs to a contact person in your CRM. Other rows, such as most rows from an uploaded file, are covered by the mailbox check in step 3, not by the gate.

Check your work

  • After the send, the notification reads "Campaign mailing ... sent to N recipients." followed by what the gate found, for example "3 of 120 recipients held back: ..." or, in warn mode, "would be held back".
  • If a dynamic list or the assistant filled the list from contact persons, open a contact whose address was rejected in Relations. On the Contact Person tab the badge below Email reads Undeliverable. Entries uploaded from a file or imported on the From CRM tab are not linked to a contact person, so no badge changes for them.
  • The List tab of a hand-made list still shows the rejected entries. It does not mark bounced addresses, but they are skipped at send time. A dynamic list drops them at its next sync.

Next steps

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