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Easy domain registration, transfer, and secured DNS management.

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Online community platform for individuals and businesses to grow their network and brand.

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Complete loyalty and affiliate management platform.

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End-to-end field service management platform for service businesses.

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Interactive remote assistance software with augmented reality.

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The all-in-one toolkit for solopreneurs.

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Powerful accounting platform for growing businesses.

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Effortless expense reporting platform.

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Digital signature app for businesses.

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Powerful stock management and inventory control software.

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100% Free invoicing solution.

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End-to-end billing solution for your business.

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Payroll software with automated tax payments and filing.

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eCommerce platform to manage and market your online store.

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Collect payments online with custom branded pages.

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Practice management software for accounting firms.

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The all-in-one toolkit for solopreneurs.

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Unified payment solution built for all businesses.

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All-in-one suite to manage your operations and finances.

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Secure email service for teams of all sizes.

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Cloud Contact Center Software for businesses.

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Digital signature app for businesses.

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Online file management for teams.

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Appointment scheduling app for consultations with customers.

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Stay in touch with teams no matter where you are.

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Beautiful home for all your notes.

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Online meeting software for all your video conferencing & webinar needs.

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Employee experience platform to communicate, engage, and build positive employee relations.

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Knowledge and learning management platform.

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Built in document editors for web apps.

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Word processor for focused writing and discussions.

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Shared inboxes for teams.

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Secure and reliable transactional email sending service.

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Create, edit, and share slides with a sleek presentation app.

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Work management tool to connect people, processes, and information.

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Spreadsheet software for collaborative teams.

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Online business calendar to manage events and schedule appointments.

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Collaborative task management for individuals and teams.

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Collaborative online PDF editing tool.

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Intuitive recruiting platform built to provide hiring solutions.

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Payroll software with automated tax payments and filing.

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Employee scheduling and time tracking app.

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Manage temporary staffing with an employee scheduling solution.

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Comprehensive HR platform for seamless employee experiences.

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Build custom apps to simplify business processes.

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Remote support and unattended remote access software.

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Online password manager for teams.

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Pro-code platform to build and deploy your apps.

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Automate manual, tedious, and repetitive tasks easily.

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Comprehensive email security and archiving for every business.

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Secure multi-factor authenticator (MFA) for all your online accounts.

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Complete resource for any admin-related lookup queries.

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Modern self-service BI and analytics platform.

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AI-powered data preparation service for your data-driven organization.

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Planning and tracking tool for scrum teams.

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Automatic bug tracking software for managing bugs.

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The all-in-one toolkit for solopreneurs.

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Unified project management platform for intelligent, data-driven work.

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All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

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Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

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About

This course provides essential and advanced training for new Zoho Mail Admins. Learn how to configure mailbox settings, implement security measures, and manage email restrictions. Gain in-depth knowledge of spam control, user management, and integration options to customize Zoho Mail to your organization’s needs.

Who it is for:

Mail admins who are responsible for the setup, configuration, and maintenance of their organization’s Zoho mail software.

Day One - 4 Hours

Module 1:

Introduction to Zoho Mail

  • Overview of Zoho Mail and its key features
  • Understanding the Admin Console layout
  • Key differences between Zoho Mail and other email platforms
  • Basic navigation tips for faster admin actions
Module 2:

Zoho Mail applications

  • Using Calendar within Zoho Mail
  • Task management and Notes integration in Zoho Mail
  • Streams: Enhancing collaboration through email conversations
  • Managing attachments and file sharing within Zoho Mail
Module 3:

Mailbox customization & external accounts

  • Personalizing mailbox settings: Signatures, Filters, and Layouts
  • Organizing emails with folders and labels
  • Configuring out-of-office replies and email aliases
Module 4:

Domain and organization management

  • Hosting and purchasing your domain with Zoho Mail
  • Verifying your domain (DNS, TXT, and CNAME records)
  • Setting up email routing and delivery rules
  • Migrating data from other email services to Zoho Mail
  • Managing domain aliases, subdomain stripping, and domain disclaimers
  • Adding and accessing external email accounts via IMAP
  • Configuring external email accounts via POP
  • Customizing login URL, logo, and organization name
  • Basic organization settings (Display name, email format, spam process type, S/MIME, welcome templates, notification addresses)
  • Catch-all configuration
Module 5:

User and group management

  • Creating and managing user roles and access permissions
  • User-specific settings: Out-of-office, Signatures, IP restrictions, Two-Factor Authentication (TFA)
  • Managing email aliases for users
  • Creating and managing groups (email distribution and moderation)
  • Advanced group settings (Spam settings, Approve/Reject, Group Notifications)
Module 6:

Security and spam control

  • A brief overview of organization security score and dashboard
  • Configuring SPF, DKIM, and DMARC for email authentication
  • Managing spam policies: Blocklists, Whitelists, Spoof Control
  • Quarantine settings for suspicious emails
  • Zero-hour auto purge for spam and threats
  • Internationalized spam and DNSBL spam processing controls
Module 7:

Email governance and e-Discovery

  • Creating and managing email compliance policies
  • Email policy types and retention settings
  • Investigating emails for compliance or legal purposes
  • Auditing email policies for regulatory adherence
  • Setting up email backups and recovery

Day Two - 4 Hours

Module 8:

Encryption and security practices

  • Understanding S/MIME and PGP for email encryption
  • Configuring S/MIME settings for users
  • Best practices for securing sensitive information
  • Benefits of email encryption for compliance and security
  • Managing encryption keys for PGP
Module 9:

Automation and productivity tools

  • Setting up email rules for automatic organization
  • Using templates for common email responses
  • Scheduling emails for future delivery
  • Utilizing Zoho Mail's advanced search and filtering options
  • Creating reminders and task assignments within emails
Module 10:

Mobile access and app configuration

  • Setting up Zoho Mail on mobile devices
  • Configuring notifications for mobile users
  • Managing mobile app security settings
  • Ensuring a consistent user experience across devices
  • Syncing settings and data between mobile and desktop
Module 11:

Performance monitoring and analytics

  • Understanding email usage metrics and reports
  • Analyzing user engagement and productivity data
  • Setting up alerts for unusual activity or performance issues
  • Using insights to improve email workflows and efficiency
  • Generating reports on email delivery and usage trends
Module 12:

Reports and troubleshooting

  • An overview of the report dashboard
  • Importance of DMARC reports
  • Accessing audit logs and mail logs for reporting
  • Blocking/unblocking accounts for suspicious activities
  • Resending failed emails and tracking email delivery
  • Monitoring suspicious login activity and unauthorized access
  • Generating email traffic reports (sender/receiver)
Module 13:

Enhancing productivity with Zoho Mail integrations

  • Introduction to Zoho Mail Integrations: Overview and benefits
  • Integrating Zoho Mail with Zoho CRM for seamless communication
  • Managing projects efficiently with Zoho Projects integration
  • Streamlining customer support using Zoho Desk in Zoho Mail
  • Setting up and using Third-Party Integrations (e.g., Microsoft Office 365, Google Drive)

Through online training, we aim to offer a completely personalized One-on-One training package tailored exclusively to meet the trainees' business requirements.

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