Partners' Guide: How To Keep Whitelisting Fresh

In the ever-changing realm of technology, it's a great idea to touch base with your customers every quarter and give their Whitelisting settings a little refresh. Why? Well, it's the secret sauce that keeps system emails flowing smoothly, including training and simulated phishing.

Here's a handy rule of thumb for keeping your customers' Whitelisting on point:

For New Business:

• Start by making it a requirement to get a full rundown of your customers' email security gateway systems and spam filters. If your customers are using any additional email security systems like Microsoft Defender, Bitdefender, Proofpoint, ESET, Spam Titan, or others, make sure to follow our system-specific whitelisting guides.
• Run a test campaign targeting a small group of individuals to confirm successful email delivery.
• Keep the habit of regular check-ins, at least quarterly, to inquire if they've introduced new systems or made updates and changes. This ensures their whitelisting remains up to date-and correctly implemented.

For Existing Business:

• For existing clients, it's equally crucial to have those quarterly check-ins. Keep an eye out for new systems or changes, ensuring their whitelisting stays current and accurate.

At Renewal Stage:

• When it's time for a renewal, ensure you follow the same onboarding process once more. This guarantees that everything is in order and ready for a successful next 12-month cycle.

Don't let this task slip your mind - it's as essential as watering your plants regularly to keep them healthy and thriving.🚀