Senders
Every letter goes out from your company's own address, never from Trendizz's. That own sending address is the sender. This page shows how Apex checks a domain's letter-sending settings, how it sets up and starts senders, and how it tracks their warm-up and send log.
A domain check and an activation. Apex checks the domain, turns on the sender, and tracks its warm-up.
Who can ask what?
Apex only does what the person asking is authorised to do. Which companies you see is decided by your group.
Click your own role, and only the example prompts you can ask Apex for stay on the page. The filter only rearranges this page; it changes nothing in your account or your permissions.
Several requests at once
You can put the domain check, the sender setup and the signature into one sentence. Apex works through them in order and reports back at the end. Where approval is needed, it shows a card.
- What happens
- Apex runs the domain check, and if there's no error, it puts up an approval card to turn on the sender.
- Where it shows
- The domain report appears in the right-hand workspace, on the domain's own page, and the sender's status on the Senders page.
- What happens
- Apex creates the new sender, then starts the mailbox connection on an approval card.
- Where it shows
- The new sender appears on the Senders page, and the connection runs on the card.
- What happens
- Apex brings up the latest report, then sends it by email to the given address on an approval card.
- Where it shows
- The report and the approval for sending appear in the chat.
- What happens
- Apex designs and saves the signature, shows its preview on a card, then puts up an upload card where you can upload the photo.
- Where it shows
- The signature preview and the photo card appear in the chat.
Domain check
Before a sender can start, Apex checks whether the domain can deliver letters properly.
- What happens
- Apex checks seven points (MX, SPF, DKIM, DMARC, BIMI, PTR, and whether the domain is on any spam-filter blocklists), and gives a summary report: everything's fine, or what needs fixing.
- Where it shows
- The result appears in the right-hand workspace, on the domain's report page, item by item.
- What happens
- Apex brings up the most recently saved report with the summary result and the suggestions, or says if no check has run yet.
- Where it shows
- The domain report appears in the right-hand workspace, on the domain's own page.
A new sender can only be turned on if the domain has an error-free report that's at most seven days old. This doesn't apply to a sender that's already working.
- What happens
- Apex puts a download card in the chat, from which the report can be saved as a PDF.
- Where it shows
- The download appears in the chat, below the report.
- What happens
- Since this sends an outgoing email, Apex puts up an approval card with the recipient, and only sends the PDF after approval.
- Where it shows
- The approval and the confirmation of sending appear in the chat.
It's worth sending the report to whoever manages the domain's settings.
Senders
A sender is your company's own, dedicated sending address, never Trendizz's. Here you can see how many you have and how to create a new one.
- What happens
- Apex shows all the senders: their status, how many letters they've sent today out of their daily limit, and their language coverage.
- Where it shows
- At the top of the Senders page, one row per sender.
- What happens
- Apex opens the sender's full record: connection, working hours, time zone, scanned folders and its signatures, per language.
- Where it shows
- On the sender's detailed record, on the Overview, Calendar and Account tabs.
- What happens
- Apex creates the new sender with the given address. After that, only the mailbox connection and the signature are missing to start it.
- Where it shows
- The new sender appears on the Senders page right away, with Being set up status.
A company can have as many senders as its account limit allows. If that's full, you can discuss extending it with your account manager.
- What happens
- Apex changes the sender's display name. The sender's email address and the name in the signatures don't change.
- Where it shows
- The new name appears on the sender's record and on the Senders page.
Connecting the mailbox
A sender can only send once its own mailbox is connected. Apex never sees the password.
- What happens
- Apex puts up an approval card where you can also choose the connection method. For a Google or Microsoft account, you sign in through a pop-up window; for other mailboxes, the password goes into a secure field, straight to the server, never into the conversation.
- Where it shows
- The connection card appears in the chat, the result on the sender's Account tab.
To connect the mailbox, it's enough for the domain to have an existing report; an error-free result is only needed to turn the sender on.
- What happens
- Apex checks the mailbox connection, without sending a letter.
- Where it shows
- The result appears in the chat.
This only checks the connection, it doesn't send a real letter.
- What happens
- Apex sends a real test letter from this sender, so you can see that everything is fine with sending.
- Where it shows
- The test letter arrives in the requester's own mailbox.
The test letter always goes to the requester's own address, it can't be sent to any other address.
- What happens
- Apex puts up an approval card, and only disconnects the mailbox connected with a Google or Microsoft account after approval. This step doesn't apply to a mailbox connected over SMTP.
- Where it shows
- The sender then stops sending until it's connected again; its status shows on the Senders page.
Activation and warm-up
A new sender doesn't send at full strength right away: its daily limit grows gradually while the mailbox warms up.
- What happens
- Apex puts up an approval card for the status change. Turning it on needs a recent, error-free report for the domain; otherwise Apex says what's missing.
- Where it shows
- The new status shows on the sender's record and on the Senders page too.
If the sender was already working before, this strict condition doesn't apply to it.
- What happens
- Apex shows the whole group on a single approval card, and only stops all of them after approval.
- Where it shows
- The result appears per sender on the Senders page.
In a bulk switch, the change may fail for a sender because of the condition; Apex names these separately.
- What happens
- Apex sums up the last few days' sends, errors and the warm-up status, and gives a clear rating: it's fine, it needs watching, or sending has stopped.
- Where it shows
- The summary appears in the chat; the warm-up status also shows on the sender's Overview tab.
If a sender didn't send on a weekend, a day off, or while switched off, Apex doesn't flag that as an error.
Send log
Every send leaves a trace. This is where Apex tells you what and how much a sender has sent.
- What happens
- Apex shows the number of letters sent this month, broken down by day.
- Where it shows
- In the chat; the daily columns also show on the sender's Overview tab, and you can open a given day's sends on the Calendar tab by clicking the day.
- What happens
- Apex shows the most recent successful sends with the recipient and the subject, plus the number of errors in the last week.
- Where it shows
- The most recent sends appear on the sender's Overview tab.
This only shows its own outgoing letters, not incoming replies.
- What happens
- Apex shows how many companies are currently in the sender's active, waiting, finished and excluded status, with a few examples.
- Where it shows
- The domains appear on the sender's Overview tab, in clickable fields.
Right now only companies in active status get a letter; the waiting ones are still in the queue.
Signature
Every sender can have its own signature per language. Apex designs, edits or imports it, according to the rulebook.
- What happens
- Apex designs and saves the signature, then shows its preview on a card for you to accept.
- Where it shows
- The preview appears in the chat, the saved signature on the sender's Account tab.
No text slogan can go into a signature, only contact details, because a signature has to display correctly in every email client. A motto belongs in the body of the email.
- What happens
- Apex edits the existing signature, keeps the images, and shows the new preview on an approval card.
- Where it shows
- The new preview appears in the chat, the saved version on the sender's Account tab.
- What happens
- Apex checks the uploaded package against the rulebook, and only saves it if there's no disqualifying error. It flags the non-mandatory, merely suggested fixes separately.
- Where it shows
- The result and the preview appear in the chat.
The package needs to contain a signature.html file and an image folder; Apex can also bring up the rulebook on request.
- What happens
- Apex shows the company's shared signature image library, which any signature can use.
- Where it shows
- In the chat, with each image's name and size.
- What happens
- Apex puts up an upload card in the chat, where you can upload your colleague's photo. After saving, the image is automatically added to the signature.
- Where it shows
- The upload card appears in the chat.
This only asks for a photo for a signature that already exists. If there's no signature yet, the image goes into the library first.
Working hours
The sender works during business hours, and also takes your company's days off into account.
- What happens
- Apex saves the new working hours; sending pauses outside them.
- Where it shows
- The new working hours appear on the sender's Calendar tab.
- What happens
- Apex saves the lunch break; the sender doesn't send during it.
- Where it shows
- The lunch break appears on the sender's Calendar tab.
- What happens
- Apex assigns the requested calendar, or shows which calendars are available to choose from.
- Where it shows
- The assigned calendar appears on the sender's Calendar tab.
Calendars maintained by Trendizz can only be assigned; Apex saves or deletes the company's own custom calendar on an approval card.
Handover and deletion
A sender's domains can be handed over to another sender, the sender itself can be moved into a group, and as a last resort, deleted.
- What happens
- Apex shows on an approval card which sender the active domains move from and to, and only moves them after approval. They can only be handed over to a sender in the same group, and every domain carries on where it left off.
- Where it shows
- The handed-over domains appear on the new sender's record.
- What happens
- Apex asks for the move on an approval card, and only moves the sender into the new group after approval.
- Where it shows
- The new group appears on the sender's record.
Only the company lead or the account manager can request this, not a colleague.
- What happens
- Apex puts up an approval card where you need to type in the sender's email address to confirm. Only then does it delete it.
- Where it shows
- The result of the deletion appears on the Senders page.
If the sender still has an active domain, it needs to be handed over to another sender first.
Good to know
The decision is always yours
Wherever approval is needed, Apex shows the card, and only carries it out after you click.
It only works from what it has
Apex tells you what's on the record and in the correspondence. If there's no data on something, it says so.
Another team's company
If another team within your company is working with a company, Apex flags it as taken, and doesn't say who's handling it.
In your own words
You can write to Apex in your own words. The example prompts work verbatim too, but it understands your own phrasing just as well.
A closed system.
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