Configuring Email Accounts
Vertical Solutions allows the subscribers to configure email accounts such as Zoho Mail, Gmail, Yahoo, Outlook and others, in their Solutions account, and be able to send, receive emails and do much more right from their solution account.
Configuring email accounts within a solution is facilitated using popular email protocols which enable the exchange of emails between the servers and email clients in a standard manner. You can configure your business email account within Vertical Solutions using IMAP or POP.
IMAP or Internet Message Access Protocol, is a widely used email protocol to sync the emails that are present in the mailbox server with the email clients. This two-way protocol also allows synchronization of emails among multiple devices while the emails are stored on the server.
POP or Post Office Protocol, is one of the popular protocols where email clients download the emails from the server. This is primarily a one-way protocol and does not sync back the emails to the server.
Set up mail Account
To configure your business email inside Vertical Solutions, log-in to your Vertical Solutions account, and navigate to Settings > Email > Email Configuration > Email and click on Get Started.
All popular email providers will be listed out. You may choose the provider you want to configure and proceed. If your email provider is not listed, please proceed with the Other Mail option.
Configuring email account
Cleanup Policy
As part of our cleanup policy the IMAP sync will be paused in following cases:
- If the emails synced through IMAP are not opened for more than a month.
- If a user is inactive for more than 5 months.
Cleanup Action:
Email Configuration will be deactivated- Email sync will be paused and all stored or processed emails present inside the solution will be deleted. Please note that this action will not impact the emails stored in the actual Mailbox.
The steps to configure email accounts in Vertical solutions can vary from service to service depending upon how the integration is supported by them. The available options are listed out below with step by step illustration.
A. Configuring Zoho Mail
For enhanced security while configuring Zoho Mail in Vertical Solutions, you need to generate an app-specific password in Zoho Mail. Please note that while configuring the mail, it is the app-specific password that you use, and not the email password.
Generating app-specific password in Zoho mail
- Sign in to your Zoho account.
- Go to Security > App Passwords.
- In Application-Specific Passwords, Click Generate New Password.
- In the Application-Specific Passwords pop-up, enter the App Name and click Generate.
- Copy the Application-Specific Password. The password will not be displayed again. Use this password to configure Zoho Mail within Vertical Solutions.
- You may Delete any password, if you no longer use the app or to remove access to the application.
To configure Zoho Mail
- Click on Zoho Mail from the listing page.
- Select the protocol, and click Configure.
- Enter the Display Name, Email Address, and App-specific Password and click Configure.
- Based on the Protocol you choose the respective screens shall appear.
For POP configuration, select the appropriate settings that fit you, enter the Display Name, email address, the app-specific password, and click Configure.
Upon choosing IMAP, you will be presented with the following screen. Enter the Display Name, email address, the app-specific password, and click Configure. - Once the credentials are provided, click Configure. Upon successful configuration, the mailbox will automatically start syncing.
B. Configuring Gmail
Note: At the moment, configuring personal gmail account is not supported, however users can configure their GSuite accounts. Attempting to configure personal gmail accounts will result in an error.
To configure GSuite accounts, Google requires that you whitelist Zoho Developer - Vertical Solutions in the Google Admin console to fetch your emails from Gmail and display them in Vertical Solutions.
To whitelist Vertical Solutions in GSuite
- Log-in to google admin account with the admin account credentials.
- Navigate to Security > Access and Data Control > API Controls.
- Click on MANAGE DOMAIN WIDE DELEGATION from Domain wide Delegation section.
- Click on Add New
- In the new window, enter the following Client ID and OAuth Scopes and click AUTHORIZE.
Client ID : 505953185570-2bce81ijscma70gnltmsafueh8f8hkmd.apps.googleusercontent.com
OAuth Scopes : https://mail.google.com, https://www.googleapis.com/auth/userinfo.email - Upon successful authorization, Vertical Solutions will be added to the list of whitelisted applications.
To configure your G-suite account:
- Click on Gmail from the listing page.
- Select the protocol, and click Configure.
- In the Google sign in pop-up window, enter organization email (G-suite) and password. Please note that the app should be whitelisted in the org email admin account to enable to OAuth flow. In case it is not enabled, kindly refer to the next section for instructions.
- Click Allow in the next window.
- Your G-suite account will be configured on successful sign-in. You can Update the configuration or check the Configuration and Sync status.
C. Configuring Yahoo Mail
To configure Yahoo mail in Vertical Solutions, you need to generate an app-specific password in Yahoo Mail. Please note that while configuring the mail, it is the app-specific password that you use, and not the email password.
To generate app-specific password in Yahoo mail
- Sign into your Yahoo Mail account.
- Go to Settings > Account info.
- In the Account Info page, select Account security.
- Under Two-step Verification, click Generate app password. In order to generate an app-specific password, the Two-step verification must be switched on.
- Enter a name for the app, and click Generate Password.
- An app-specific password will be generated. Copy and paste the unique app-specific password generated into the Password text box for email configuration in Vertical Solutions.
To configure yahoo mail
- Click on Yahoo Mail from the listing page.
- Select the protocol, and click Configure.
- Based on the Protocol you choose the respective screens shall appear.
Upon choosing IMAP, you will be presented with the following screen. Enter the Display Name, email address, the app-specific password, and click Configure.
For POP, choose the appropriate settings, enter the Display Name, email address, the app-specific password, and click Configure. - Your Yahoo mail will be configured on successful sign-in. You can Update the configuration or check the Configuration and Sync status.
D. Configuring Office 365
- Click on Office 365 from the listing page.
- Select the protocol, and click Configure.
- In the Office 365 sign-in pop-up, enter the credentials and click Sign in.
- Your Office 365 account will be configured on successful sign-in. You can Update the configuration or check the Configuration and Sync status.
E. Configuring Outlook
- Click on Outlook from the listing page.
- Select the protocol, and click Configure.
- In the Outlook sign-in pop-up, enter the credentials and click Sign in.
- Your Outlook account will be configured on successful sign-in. You can Update the configuration or check the Configuration and Sync status.
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