When a relay server is not set
When a relay server is set
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 the host's username and password as an authentication mechanism, it is still recommended 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 an 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 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 the Add New Server page, enter the details.
In the Server Details section, do the following:
Enter the Server Name.
Choose a Port number from the drop-down list.
Specify the Daily mail limit.
Choose either of the Secure connections: SSL, TLS, or Never.
In the Domain Settings section, 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. Choose a Port number from the drop-down list.
Check Bounce Management with Zoho CRM if you want the bounced emails to be returned to Zoho CRM.
Uncheck if you want to set the desired Return Path: Enter the desired email address if you choose a custom email address as the default return path.
In the Authentication section, do the following:
Click Yes or No for whether authentication is required or not.
If you choose Yes, enter the host's Service provider, Username and Password for authentication.
For supported email service providers, you will be prompted to log in via OAuth.
In case your service provider is not listed, choose others from the dropdown, and log in via the traditional password-based login method.
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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Make the most of Zoho CRM with these useful tips.