Pipeline CRM

    Email Validation

    Keep your CRM data clean and ensure your emails reach the right people with our Email Validation add-on. This guide will help you understand what the feature does, how to enable it, and how to make the most of it.

    What Is the Email Validation Add-on?

    Email Validation is an optional add-on designed to verify email addresses entered into Pipeline CRM. It helps you:

    • Maintain accurate email data.
    • Reduce bounce rates.
    • Support effective communication by ensuring emails are valid.

    Note: Add-ons are separate from your main subscription. They follow the same billing cycle (monthly or annual) as your base plan.

    Plan & Pricing Overview

    Email Validation costs $25/month flat and includes 10,000 validation requests per month. The quota is shared across everyone on the account, and the add-on is available on any plan. For example: if you're on the Start plan ($25/month), adding Email Validation brings your total to $50/month.

    Key Features

    • Validation Modes:
    • Hard Reject: Blocks invalid emails from being saved.
    • Soft Reject: Warns about invalid emails, but allows them to be saved.
    • Quota: 10,000 validation requests per month, included with every subscription.
    • Real-Time Validation: Emails are verified as you enter or update them in the system.

    How to Enable the Add-on

    1. Go to Billing in your account settings.
    2. Click on Update Subscription.
    3. Select your desired plan.
    4. Continue to Add-ons
    5. Select the Email Validation box.
    6. Enter your payment details.

    Configuration Steps

    1. Navigate to Settings > Select the Email tab > Email Validation.
    2. Select your preferred mode:
    • Hard Reject: Prevents saving invalid emails.
    • Soft Reject: Allows saving, but issues a warning for invalid entries.

    Using Email Validation

    • Adding or Updating Emails:
    • In Hard Reject mode: Invalid emails are blocked and you'll see an error.
    • In Soft Reject mode: You'll receive a warning but can still save the entry.
    • Valid emails are always saved without issue.
    • Editing Existing Records:
    • The same validation rules apply when you update email fields.

    Billing & Quota Management

    • The add-on is billed with your base plan (same cycle).
    • Track your monthly usage within Email Validation settings.
    • If quota is exceeded, emails can still be added, but validation will not occur until your quota renews.

    Additional Details

    • Where It Works: All system email fields, including person and company records.
    • Limitations: Validation does not apply to data imports.