Emails may be sent to the relay server from different IP addresses of Zoho CRM and to prevent any unsuccessful deliveries as a result of IP mismatch it is essential to whitelist all our IPs in the relay server. It is mandatory to whitelist the IPs, if an open relay server (it uses IPs as a criteria to filter the inbound emails) is used. Though it is not necessary, to whitelist these IPs in the relay servers that use host's username and password as an authentication mechanism, it is still recommend to publish these IPs in the relay servers.
Server Name (Accessing URL)
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.
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.
Go to Setup > Channels > Email > Email Deliverability > Email Relay.
In the Email Relay Settings page, click + New Server.
In New Server Details page, enter the Server Name.
Choose a Port number from the drop-down list.
Specify the Maximum Limit.
Click Yes or No in Authentication Required.
If you choose Yes , enter the host's Username and Password for authentication.
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.
Click Configure .
With 'Bounce management with Zoho CRM' option, Zoho CRM will be set as the return path to receive bounce emails. i.e Whenever an email gets bounced, the bounce report will be sent to the Zoho CRM mailbox and the email status will be updated as 'Bounced'.
Some relay servers accept addresses as return paths that are already configured with the relay server. In that case, users can configure the server to allow the following domains. Update these DC-specific domains in your relay server to continue receiving bounce mail report back to Zoho CRM.
When the relay server does not allow Zoho CRM as the return path then the user should disable Bounce management in Zoho CRM option and set the return path as the relay server in two ways:
Set 'From address' as default return path – The senders 'From email address' will be set as the return path and the bounce report (if the mail is bounced) will be directly sent to this address.
Set custom email address as default return path – The user can set an email address, belonging to the domain configured with the relay server, as the return path. This option is ideal when the user wants to receive the reports of bounced emails, originating from different 'From addresses' in a common mailbox. Say for instance you have the following email addresses - email@example.com, firstname.lastname@example.org, email@example.com. You can set a common email address firstname.lastname@example.org as the return path which receives the reports of bounced emails, originating from the email addresses mentioned above.
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.
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