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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