Configure Relay Server | Online Help - Zoho CRM

Configure Relay Server

Setting up a Relay Server

You can route the emails sent from Zoho CRM's server to your company's server using email relay. Based on your CRM subscription, you can add multiple domains and set relay servers for each domain. You can add a maximum of three relay servers in a single domain.Before you begin setting up the email relay, make sure you have the following information from your email administrator: 

  • Port number - The port number of your company's SMTP server. The Email relay supports the following port numbers: 25, 465, 587.

  • Secure connection - Whether you choose SSL or TLS certificate, it is advisable to authenticate the certificate (authenticating the certificates is not a mandatory step). To do so, you will need to mention the host's name and password on the certificate.  

Availability  
Permission Required  
Users with administrative permission in their profile can access this feature.  

Setting the type of emails sent from the relay server

You can select the type of emails that should be sent via the relay server. Only the emails that originate from CRM such as, workflow emails, mass emails or individual emails can be sent through a relay server. You can use different relay servers for each type of email, for example you can use the server one to send all the mass emails and server two to send all the workflow related emails.  


Setting maximum send limit from the relay server 

You can specify the number of emails that should be sent on a daily basis from the relay server. Once the maximum limit is reached, the subsequent emails will be sent from the CRM server. 
To configure email relay setting

  1. Go to Setup > Channels > Email > Email Relay.

  2. In the Email Relay Settings page, click  + New Server.

  3. In New Server Details page, enter the Server Name .

  4. Choose a  Port number from the drop-down list.

  5. Specify the Maximum Limit .

    Notes Note: If the maximum limit to send emails in a relay server is reached, the subsequent emails will be sent from CRM server. 
  6. Choose either of the Secure connections : SSL or TLS or Never . 

  7. Click Yes or No in Authentication Required.
    If you choose Yes , enter the host's Username and Password for authentication.

  8. In Advanced Details , do the following:
    - Domain in this server:  Select a Domain from the drop-down list.
      All the domains that you have added for Email authentication will be listed here. You can also add a new Domain. 
    - Type of email: Select the types of email from the drop-down list.

    - DKIM Authentication: Check Enable,  to allow Zoho to sign DKIM for the emails routed via the relay server. 
    - Click  Copy to Clipboard   and paste the public key in your DNS setting. 

  9. Click  Configure .

View Server information

Under server information in the Email Relay Settings page, you will be able to view all the configured servers. In case you are not using a server temporarily, you can toggle it off. You can also delete a server if you want to discontinue sending emails from it.  

Notes
Note
  1. You can set a maximum of five domains depending on your CRM subscription. You can configure multiple relay servers (up to five) for a single domain. 
  2. Due to any reason, if the outbound emails fail to deliver from the relay server they will be sent via the Zoho CRM's server. 
  3. After three repeated failures (in a day), user will be sent a warning email notifying the same. The relay server will not be used to send emails until the next day.  
Notes
SEE ALSO
Managing Email Bounces
Whitelisting Zoho CRM IPs in Relay Server