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User Profile Section

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GDPR Compliance

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Email Layout and Views

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Streams

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Zoho Mail Plugin for WordPress

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Zoho CRM Extension

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Microsoft QnA Maker for Zoho Mail

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Getting Started with Zoho Mail

Zoho Mail is a collaborative business communication platform for the modern workforce. It is a blend of classic email and modern collaborative tools such as comments, likes, and sharing. The new Zoho Mail Suite comprises the following applications which are essential for every business:

Email - Em ail, the backbone of every organization, facilitates a professional means of communication both inside and outside your organization.

Calendar - Time management, events, and meeting organizer.

Contacts - Conta cts and Address book management, Group Address, Organization contacts.

Tasks - Ef fectively manage work for you and your team, Group Tasks, and Subtasks.

Notes - A single place to note down your ideas/ thoughts or scribbles, add images and/or attachments.

Streams - Inno vative collaboration within teams, built around email designed with provisions to like/ comment and more open interactions.

Bookmarks - Access all your important reference pages from within your mailbox.

\n","component_path":"text","id":"yzar7jr9","style":{"textAlign":"justify"}},{"type":"text","name":"Text","_elType":"ELEMENT","content":"

Table of Contents

Compose Email
Insert Signature
Viewing Emails
Responding to Emails
Manage your Inbox
Move emails
Filters
Tags
Searching Emails
Integrations and extensions

\n","component_path":"text","id":"x5cznc5m","style":{"textAlign":"justify","letterSpacing":"0px","textTransform":"none","textDecoration":{"type":"none"},"margin":[["right",""],["left","40px"]],"__backgroundType":"color","border":[["width","0px"],["style","outset"],["color",""]]}},{"type":"text","name":"Text","_elType":"ELEMENT","content":"

Compose and send a new email

Login to Zoho Mail
Click on the New Mail button in the left pane of your Mailbox. The Zoho Mail Composer will open.
Enter the required details like To, CC, Subject, and email content.
You can use the rich formatting options present in the Composer to format your email content.
Once your mail is drafted, click the Send button in the top left corner of your Composer.

The email will be sent to the recipient. You can find this email in your Sent folder. Learn More.

Note:

You can enable Outbox delay so that the email lands in the Outbox folder for the specified duration before being sent to the recipient.

\n","component_path":"text","id":"uqdkwkav","style":{"textAlign":"justify"}},{"type":"text","name":"Text","_elType":"ELEMENT","content":"

Insert Signature

You can add custom signatures to the emails that you send. Zoho Mail allows you to have multiple signatures that can be linked to your email alias/ address.

Click the Settings icon.

Go to Signatures and click on the + icon to create a new Signature.

Enter the details of the Signature with the preferred formatting and Click Save. You can also insert images like logos.

Click here for detailed instructions about using Signatures.

\n","component_path":"text","id":"o1b6n1k9","style":{"textAlign":"justify"}}],"id":"a4ydygfm","_elType":"COLUMN","type":"column","component_path":"column","attr":{"__class__columnSize":"5/8"}}},"ff44c4bd-95a6-46a8-b645-89e2d80c2cd3":{"name":"content","id":"ff44c4bd-95a6-46a8-b645-89e2d80c2cd3","data":{"name":"Column","style":{"padding":[["top","15px"],["bottom","15px"]]},"content":[{"name":"Title","titleType":"h3","type":"heading","_elType":"ELEMENT","component_path":"title","content":"

Getting Started with Zoho Mail

Email - Em ail, the backbone of every organization, facilitates a professional means of communication both inside and outside your organization.

Calendar - Time management, events, and meeting organizer.

Contacts - Conta cts and Address book management, Group Address, Organization contacts.

Tasks - Ef fectively manage work for you and your team, Group Tasks, and Subtasks.

Notes - A single place to note down your ideas/ thoughts or scribbles, add images and/or attachments.

Streams - Inno vative collaboration within teams, built around email designed with provisions to like/ comment and more open interactions.

Bookmarks - Access all your important reference pages from within your mailbox.

\n","component_path":"text","id":"znk8nor2","style":{"textAlign":"justify"}},{"type":"text","name":"Text","_elType":"ELEMENT","content":"

Table of Contents

Compose Email
Insert Signature
Viewing Emails
Responding to Emails
Manage your Inbox
Move emails
Filters
Tags
Searching Emails
Integrations and extensions

\n","component_path":"text","id":"9i4u99i4","style":{"textAlign":"justify","letterSpacing":"0px","textTransform":"none","textDecoration":{"type":"none"},"margin":[["right",""],["left","40px"]],"__backgroundType":"color","border":[["width","0px"],["style","outset"],["color",""]]}},{"type":"text","name":"Text","_elType":"ELEMENT","content":"

Compose and send a new email

Login to Zoho Mail
Click on the New Mail button in the left pane of your Mailbox. The Zoho Mail Composer will open.
Enter the required details like To, CC, Subject, and email content.
You can use the rich formatting options present in the Composer to format your email content.
Once your mail is drafted, click the Send button in the top left corner of your Composer.

The email will be sent to the recipient. You can find this email in your Sent folder. Learn More.

Note:

You can enable Outbox delay so that the email lands in the Outbox folder for the specified duration before being sent to the recipient.

\n","component_path":"text","id":"y5bi6vzg","style":{"textAlign":"justify"}},{"type":"text","name":"Text","_elType":"ELEMENT","content":"

Insert Signature

You can add custom signatures to the emails that you send. Zoho Mail allows you to have multiple signatures that can be linked to your email alias/ address.

Click the Settings icon.

Go to Signatures and click on the + icon to create a new Signature.

Enter the details of the Signature with the preferred formatting and Click Save. You can also insert images like logos.

Click here for detailed instructions about using Signatures.

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3 Reasons why you should secure your website with SSL:

1. Trust: Having an SSL certificate on your website boosts user trust, increases engagement and conversions, and enhances brand reputation and customer loyalty.

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2. Google Ranking Signal: An SSL Certificate is now considered one of the most important ranking signals by Google when determining the relevancy of websites for certain queries. As part of its mission to create safer internet experiences for its users, Google has made its algorithm easier for websites with HTTPS connections; this means that sites without an SSL Certificate will have difficulty showing up on SERPs unless they get one installed soon.

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3. User experience: Having a secure domain or connection is essential for websites nowadays. Unsecured sites are marked with warning messages by browsers like Chrome, which can discourage visitors. Installing an SSL certificate can prevent these warnings and improve user experience, leading to better rankings in search engine results.

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Which type of sites must use SSL?

Your Answer is an E-commerce website.

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Even though now we know that HTTPS does not have a significant role in improving the SEO ranking of your website but it is still mandatory to have an SSL certificate if you own an e-commerce business and your website serves any of the following purposes:

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Accepts payments

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Handles sensitive data like credit card details, passwords, etc.

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Stores confidential information

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Monitors user behavior or activities

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Hence having an SSL certificate create trust with your users, shows Google that you are taking security seriously, provides a better user experience, and may help you to your rank on SERP results.

But the real question is whether having SSL certificate can help you to rank higher on the SERP results.

Well, many people say that SSL certificates play an integral role in SEO as it is one of Google's Ranking factors.

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What are the steps to obtain an SSL certificate for a website?

There are various types of SSL certificates according to your needs and requirements.

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Choose the type of SSL Certificate best suited for your website or business.

\n"},{"id":"4e34ytgg","label":"STEP 2","paragraph":"

Make sure that you purchase an SSL Certificate from a trusted source like Godaddy, Namecheap, etc.

\n"},{"id":"jsqwds7e","label":"STEP 3","paragraph":"

Once you have purchased the certificate, generate a CSR (Certificate Signing Request) code and then submit it to the CA (Certificate Authority).

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The CA will then validate the information provided in the CSR request and issue an approved certificate only after successful validation.

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Install and configure the certificate on your web server. Once installed correctly, all communication between your browser and the server will be encrypted with secure protocols ensuring safe data exchange.

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Conclusion

In conclusion to this article, it is clear that although having an SSL Certificate on your website gives you a slight boost in SEO ranking, there are other factors like content quality, backlinks, site speed, etc. that play a major role in increasing the search engine rankings.

Nonetheless, having an SSL certificate is still important in order to ensure user safety and gain their trust along with meeting the E-Commerce security standards.

In addition to helping you achieve better (not higher )SERP rankings, having an SSL certificate also helps protect user data from hackers and cybercriminals. It encrypts data passing between servers and users, ensuring privacy and preventing malicious activity. This keeps customer information safe from any potential threats while also inspiring trust among customers. After all, customers are more likely to make purchases from sites they know are secure than those without proper security measures in place.

By implementing an SSL certificate, you'll be hitting two birds with one stone - keeping your business safe online while skyrocketing your search engine visibility! Say goodbye to worries about customer data security and hello to higher SERPs rankings and consumer trust. It's a win-win-win situation!

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My Page Title or Heading

Does SSL Certificate Boost Your SEO And Website Ranking?

CLOUD

EMAIL PLAN

DEVELOPMENT

DIGITAL MARKETING

Try Zoho Workplace Today.

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Empower Your Business with Cutting-Edge Solutions

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Freshsales Guide

Accelerate your revenue with context-driven sales. Personalize engagement, shorten your sales cycle, and grow your business with Freshsales.

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Contact And Account management

Create and manage Contacts and Accounts and understand how to track the entire lifecycle of your contact

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Deal Pipeline Management

Create multiple sales pipelines to replicate your business process. Create, track and manage deals with tasks, appointments and more.

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Contact Scoring

Configure positive and negative signals that train Freddy to identify sales-ready contacts from your CRM

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Organization Settings

Configuring secure access to your web application with SSO, and customize the CRM to suit your brand theme.

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Custom Modules

Create new modules with unique icons and customized fields to capture additional information specific to your business process.

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Sales Emails

Configure and manage email functionality suited for sales reps. Create templates, set email limits and more.

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Sales sequences

Create and run sales sequences that are triggered based on field conditions and actions performed by contacts.

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Phone Settings

Customize your phone number, assign numbers to your team, create call queues and more.

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Chat Settings

Configure a chat widget to engage with website visitors and assign agents to handle inquiries and grievances.

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Marketplace Apps

Integrate with popular business apps such as Quickbooks, Xero and simplify your business tasks.

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User or Agent Settings

Configure the CRM as a user and personalize it to match your language, email, timezone, email signature and notification preferences.

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Configure, Price, Quote

Build company-branded documents using a built -in template editor to send accurate quotes to contacts.

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Record Management

Learn to manage, sort, bulk assign, delete, and forget records in the web application.

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Automation Software

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice

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Add Use Contacts

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice

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Assign Contacts

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice

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Bulk Actions

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice

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Capture Website Visitors

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice

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Clone Contacts

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice

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Customize The Ui

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice

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Import Contacts

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice

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Manage Lifecycle Stages

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice

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Merge Contacts

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice

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Multiple Email Addresses

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice

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Prospect

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice

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Promotions Advantages

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice

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Social Media Sales Strategy

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice

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Zoho Mail Admin Console

Easily manage your organization's email accounts on the go with the Zoho Mail Admin app—available for both iOS and Android. This intuitive mobile console empowers administrators to handle user accounts, settings, and security with just a few taps.

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Email hosting setup

Zoho Mail Suite provides enterprise features for email hosting to satisfy the needs of organizations of all types and sizes. Zoho Mail provides custom domain-based email address for all members of your organization in no time.

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Troubleshooting Domain Verification

When you register the domain with one provider, but point the Nameservers to another provider, then the CNAME/ TXT/ MX/ SPF records added in your Domain Registrar is not considered valid.

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Zoho Mail plugin for cPanel

cPanel provides a control panel for domain owners to manage the different aspects of web hosting. Zoho Mail Plugin for cPanel helps you sign up for email hosting with Zoho Mail from within cPanel. This plugin is available under the Email section.

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Zoho Mail for Plesk

Plesk is a web hosting platform with a control panel that allows domain owners to manage the different aspects of web hosting. Zoho Mail Plugin for Plesk helps you sign up for email hosting with Zoho Mail from within Plesk.

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Searching Admin Console

Zoho Mail Admin Console provides a centralized interface from where you can manage critical aspects of an organization - the different domains, users, groups, organizational spam control, email policies, to name a few. However, this wealth of information might make navigating through the Admin Console slightly challenging.

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Dashboard

The Admin Console Dashboard is the first thing you will see as soon as you login to the Zoho Mail Admin Console. It is a culmination of important data your admin might need at their disposal. You can enable or disable widgets in your dashboard including data on your organization's Email Traffic Stats.

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Users

The user details section, provides the list of users already added to the organization. When you click on each user, you can have a detailed view about the particular user. The Admin can also perform a set of actions on the user. The primary email address of the users are listed in the section.

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Roles and Privileges

The roles available in Zoho Mail are Super Administrator, Administrator, and User roles. The members of the organizations can assume different roles in Zoho Mail, based on the requirement. The Super Administrator can provide Administrator privileges to other users.

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Groups

Groups or Distribution Lists are common email addresses, shared by a set of users for a specific purpose. When an email is sent to the group account, a copy of the email gets delivered to the mailbox of all the members of the Group.

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Organization Settings

The administrator can control organization-wide parameters under the Organization section. Settings for the entire organization such as the org name, logo, templates for the welcome email and signature, format for the display name and email address.

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Domain Options

Zoho Mail allows organizations to add domains to their organization accounts or even buy domains through Zoho. Your organization members will further be able to send and receive emails using their custom domain-based email addresses in Zoho.

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Autodiscovery Settings

The Autodiscovery service ensures that email accounts can easily be configured using the IMAP protocol or on mobile devices using ActiveSync. The procedure varies depending on whether you want to configure it for IMAP or ActiveSync.

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Email Policies/ Rules

Email Policies help the administrators control the organization's email sending and receiving parameters. In Zoho Mail, you can define multiple email policies and apply them to various sets of users and groups.

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Advanced Delivery Options

With Zoho Mail, you can redirect or send a copy of an email automatically by configuring Email Routing. Email Routing is helpful in many situations like if you want to automatically send a copy of one user's email to another.

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Security and Compliance Dashboard

The security and compliance dashboard in the Zoho Mail Admin console provides an overview of all the recommended security configurations. It displays the overall compliance score.

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Organization Security

Organization accounts hold a lot of sensitive data and there's a need for certain security rules to make sure your data stays safe and is not compromised. The administrator can protect their user and organization data with the help of email security features.

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Organization Spam Control

Zoho Mail is a secure email service with a spam control system that provides multiple options to customize the settings such that they suit your organization's needs.

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Zoho Mail Outlook Add-in

Zoho Mail users can now experience enhanced email security and have better control over their preferences with the new Outlook Add-in while using their email client.

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Export User Accounts

The Zoho Mail Admin Console provide options to export or backup users' emails, recover any deleted emails and also retry sending of emails that have failed delivery.

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Data Subject Requests

Organizations deal with an enormous amount of confidential data on a daily basis. So, organizations might receive data subject requests to check for some legal or compliance issues.

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Migration to Zoho Mail

Zoho Mail offers a very simple solution to migrate data from your previous email provider to the respective user accounts in Zoho Mail directly. These user accounts need to be created in Zoho Mail before adding the migration.

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Zoho Exchange Migration Wizard

Zoho user and email migration wizard can be used to discover users and migrate their emails from the Active Directory/ Exchange environment to their accounts in their Zoho Mail organization accounts.

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Application Settings

The administrator can control the settings for other Zoho apps and third-party applications and integrations from the Other App Settings section in the Zoho Mail Admin Console.

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Email Retention and eDiscovery

Email retention is the process of retaining emails in an organization for a specific period in an organized manner based on the policies of the organization.

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Email Backup and Recovery

Email backup processes and stores emails in a safe, centralized location that can be retrieved at any point in time. It helps prevent data loss by enabling users to restore email content that has been accidentally deleted or lost.

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Reports & Statistics

Zoho Mail has a separate Admin Reports section which comprises of statistics on various aspects of your organization's emailing experience. As an administrator, these reports will help you gain information on all aspects of your organization.

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Zoho Toolkit

Zoho Mail provides easy-to-use diagnostic tools to troubleshoot some services. There are options to check the domain and registry details. You can run some basic DNS configuration checks for a specific domain, and analyze message headers.

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Subscription

Zoho Mail offers different plans to accommodate different users. One can choose the subscription that would suit their organization from the array of available plans. You can also opt for the mix and match plan to have a tailor-made subscription.

\n","component_path":"text","id":"74ia86un","style":{"margin":[["top","8px"],["bottom","0px"]],"textAlign":"justify"}},{"type":"links","name":"Links","_elType":"ELEMENT","component_path":"links","links":{"gap":"15px","icon":{"gap":"5px"},"style":{"textDecoration":{"type":"none"},"fontSize":"16px"},"items":[{"id":"2suuvmpu","label":"Check out Now","icon":{"visible":"font-awesome","icon":null},"url":"https://fgrade.com/zoho-mail-admin/subscription"}]},"id":"uxio59cq","version":"2.0.0"}],"id":"os8ffz0h","_elType":"COLUMN","type":"column","component_path":"column","attr":{"__class__columnSize":"1/4"},"media":{"tablet":{"style":{"margin":[["top","16px"]]},"attr":{"__class__columnSize":"1/2"}}}}],"id":"e5qag0t7","_elType":"ROW","component_path":"row","style":{"margin":[["top","32px"],["bottom","40px"]]},"settings":{"columnGap":"16px","popupPreview":false}},{"name":"Row","type":"row","content":[{"name":"Column","style":{"padding":[["top","20px"],["bottom","20px"],["left","20px"],["right","20px"]],"backgroundColor":"#ffffff","boxShadow":{"type":"","x":"1px","y":"11px","blur":"40px","color":"rgba(17, 24, 39, 0.08)"},"borderRadius":"5px 5px 5px 5px"},"content":[{"name":"Title","titleType":"h6","type":"heading","_elType":"ELEMENT","component_path":"title","content":"

Firewall settings

Configure your firewall settings and allow your organization members to access Zoho Mail without any restrictions. All of the below-mentioned domains have to be whitelisted even if you don't see activity at those addresses.

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\r\n\r\n"},"parentType":"column"}},"q0i76o6y":{"name":"zoho calculator","id":"q0i76o6y","data":{"name":"Container calculator","holder":"root","type":"container","content":[{"name":"Container","media":{"mobile":{"style":{"flexBasis":"100%"}}},"holder":"container","type":"container","content":[{"type":"code","name":"Custom Code","_elType":"ELEMENT","component_path":"code","id":"6muj3swy","advanced":{"html":"\n

","js":"\n

"}}],"id":"sbf3qu12","_elType":"CONTAINER","component_path":"container","style":{"display":"flex","flexDirection":"column","flexWrap":"wrap","padding":[["top","10px"],["bottom","0px"]],"flexBasis":"100%","alignItems":"stretch"}}],"id":"9oyy83ze","_elType":"CONTAINER","component_path":"container","style":{"display":"flex","flexDirection":"row","flexWrap":"wrap","padding":[["top","8px"],["left","10px"],["right","10px"],["bottom","10px"]],"flexBasis":"100%","justifyContent":"center","margin":[["top","22px"]]},"parentType":"section"}},"7pkuxalt":{"name":"zoho mail important links","id":"7pkuxalt","data":{"name":"Section","content":[{"name":"Row","type":"row","content":[{"name":"Column","style":{"textAlign":"center","margin":[["top","6px"],["bottom","6px"],["left","6px"],["right","6px"]],"padding":[["left","12px"],["right","12px"],["top","12px"],["bottom","12px"]],"backgroundColor":{"key":"--color-5","value":"#E6E9EB"},"borderRadius":"10px 10px 10px 10px","boxShadow":{"type":"","x":"5px","y":"5px","blur":"30px","spread":"0px","color":"rgba(152, 145, 158, 0.1)"},"border":[["width","0px"],["style","solid"],["color",""]]},"content":[{"name":"Title","titleType":"h2","type":"heading","_elType":"ELEMENT","component_path":"title","content":"

Important links

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desk important links","id":"n2t2ydpu","data":{"name":"Section","content":[{"name":"Row","type":"row","content":[{"name":"Column","style":{"padding":[["top",""],["bottom",""]],"textAlign":"left"},"content":[{"name":"Title","titleType":"h2","type":"heading","_elType":"ELEMENT","component_path":"title","content":"

Internal Links

\r\n \r\n\r\n

\r\n

Customer Data Management\t\t\t\r\nImport and export customer data easily.

\r\n Learn More\r\n

\r\n

Helpdesk activity checking\t\t\r\nReviewing the latest support tickets \t\t\r\nand helpdesk interactions.\t\t\r\n

\r\n Learn More\r\n

\r\n

One contact across multiple companies\t\t\r\nLinking a single contact to multiple \t\t\r\nassociated companies.\t\t\r\n

\r\n Learn More\r\n

\r\n

Sender name customisation\t\t\r\nUsing sender's name as ticket requester\t\t\r\n in forwarded emails\t\t\r\n

\r\n Learn More\r\n

\r\n

Finding API Key\t\t\r\n Steps to locate and access your API \t\t\r\nkey from your account settings.\t\t\r\n

\r\n Learn More\r\n

\r\n

Knowledge base setting\t\t\t\r\nGuidelines to create and organize your \t\t\t\r\nKnowledge Base for easy customer access.\t\t\t\r\n

\r\n Learn More\r\n

\r\n

Organising agents into group\t\t\t\r\nGrouping support agents based on roles\t\t\t\r\nor departments for better workflow Management\t\r\n

\r\n Learn More\r\n

\r\n

setting up sand box\t\r\nInstructions to configure your Sandbox\t\r\nenvironment for safe testing and \t\r\ndevelopment. \t\r\n

\r\n Learn More\r\n

\r\n

Freshdesk help widget on WordPress\t\t\t\r\nSteps to embed and display the Freshdesk\t\t\t\r\nhelp widget on your WordPress site.\t\t\t\r\n

\r\n Learn More\r\n

\r\n

Default fields in ticket form\t\t\t\r\nOverview of the standard fields included\t\t\t\r\nin your Freshdesk ticket form by default.\t\t\t\r\n

\r\n Learn More\r\n

\r\n

Configure custom email server\t\t\t\r\nHow to configure custom email servers\t\t\t\r\nfor sending and receiving support emails.\t\t\t\r\n

\r\n Learn More\r\n

\r\n

Run automation on ticket\t\t\t\r\nSet up automation rules for tickets \t\t\t\r\nsubmitted via a specific form.\t\t\t\r\n

\r\n Learn More\r\n

\r\n

Merging contacts\t\t\r\nCombining duplicate contacts into\t\t\r\na single profile in Freshdesk.\t\t\r\n

\r\n Learn More\r\n

\r\n

Freshdesk Multilingual ticket fields & forms\t\t\t\r\nCreating and managing ticket fields and\t\t\t\r\nforms in multiple languages in Freshdesk.\t\t\t\r\n

\r\n Learn More\r\n

\r\n

Creating companies and contacts\t\t\t\r\nSteps to create and manage companies\t\t\t\r\nand their associated contacts in Freshdesk.\t\t\t\r\n

\r\n Learn More\r\n

\r\n

Freshdesk App Log in & Log out\t\t\t\r\nInstructions for logging in and out\t\t\t\r\nof the Freshdesk Android mobile app.\t\t\t\r\n

\r\n Learn More\r\n

\r\n

Forward Emails as Tickets\t\t\t\r\nForward and convert your support \t\t\t\r\nemails to tickets in Freshdesk\t\t\t\r\n

\r\n Learn More\r\n

\r\n

Freshdesk help widget setup \t\t\t\r\nSteps to configure and customize your \t\t\t\r\nFreshdesk help widget for your website \t\t\t\r\n

\r\n Learn More\r\n

\r\n

Freshdesk - Freddy self service \t\t\t\r\nGuide to creating a basic bot flow\t\t\t\r\nusing Freddy Self-service in Freshdesk.\t\t\t\r\n

\r\n Learn More\r\n

\r\n

Freshdesk - Feedback Widget\t\t\t\r\nCollecting user feedback directly from\t\t\t\r\nyour website using the feedback widget.\t\t\t\r\n

\r\n Learn More\r\n

\r\n

Custom field creation \t\t\t\r\nadding and configuring custom fields\t\t\t\r\nin your Freshdesk ticket form.\t\t\t\r\n

\r\n Learn More\r\n

\r\n

Adding new support agents\t\t\t\r\nSteps to add and manage new support\t\t\t\r\nagents in your Freshdesk account.\t\t\t\r\n

\r\n Learn More\r\n

\r\n

Custom Support using Customer Segments\r\nUse Customer Segments to tailor and\r\npersonalize your support responses in \r\nFreshdesk.\r\n

\r\n Learn More\r\n

\r\n

Customer portal - Log in & Access\t\t\t\r\nInstructions for logging in and navigating\t\t\t\r\nthe Freshdesk customer support portal.\t\t\t\r\n

\r\n Learn More\r\n

\r\n

Freshdesk - Customer Tab\t\r\nOverview of the Customers tab features\t\r\nfor managing contacts and companies\t\r\nin Freshdesk.\t\r\n

\r\n Learn More\r\n

\r\n

Freshdesk - Ticket Status\t\r\nExplanation of different ticket statuses\t\r\nand their roles in the support workflow.\t\r\n

\r\n Learn More\r\n

\r\n

Multiple ticket forms - Freshdesk\t\t\t\r\nOverview of using multiple ticket forms in\t\t\t\r\nFreshdesk to handle various support queries.\t\t\t\r\n

\r\n Learn More\r\n

\r\n

Customer tickets - Auto solve\t\t\t\r\nSet up the Email Bot to automatically resolve\t\t\t\r\ncustomer tickets based on predefined rules.\t\t\t\r\n

\r\n Learn More\r\n

\r\n

Live Chat - Freshdesk\t\t\t\r\nUsing live chat as a support channel in\t\t\t\r\nFreshdesk for real-time customer assistance.\t\t\t\r\n

\r\n Learn More\r\n

\r\n

Field service management - Freshdesk\t\t\t\r\nOverview of Field Service Management in \t\t\t\r\nFreshdesk for managing on-site service \t\t\t\r\n

\r\n Learn More\r\n

\r\n

Freshdesk Reporting & Analytics\t\r\nGain insights and track performance metrics \t\r\nusing Freshdesk Analytics for smarter \t\r\nsupport decisions.\t\r\n

\r\n Learn More\r\n

\r\n

Dependant field in ticket forms\t\t\t\r\nConfigure dependent fields in your Freshdesk ticket\t\t\t\r\nform to show relevant options based on user input.\t\t\t\r\n

\r\n Learn More\r\n

\r\n

Single Sign-On in Freshdesk\t\t\t\r\nEnable Single Sign-On (SSO) in Freshdesk\t\t\t\r\nfor seamless and secure user authentication.\t\t\t\r\n

\r\n Learn More\r\n

\r\n

Multi-channel support\r\nProvide customer support across multiple channels\r\nlike email, chat, phone, and social media in Freshdesk.\r\n

\r\n Learn More\r\n

\r\n

\t\tMulti-channel support\r\nProvide customer support across multiple channels\r\nlike email, chat, phone, and social media in Freshdesk.\r\n

\r\n Learn More\r\n

\r\n

Adding twitter accounts - Freshdesk\t\t\r\nConnect your Twitter account to Freshdesk to\t\t\r\nmanage and respond to tweets as support tickets.

\r\n Learn More\r\n

\r\n

Ticket submitting via email\r\nAllow customers to create support tickets by\r\nsending an email to your Freshdesk support address.\r\n

\r\n Learn More\r\n

\r\n

Adding phone channels - Freshdesk\t\t\t\r\nIntegrate a phone channel into Freshdesk to handle\t\t\t\r\nvoice calls as part of your support system.\t\t\t\r\n

\r\n Learn More\r\n

\r\n

Editing, cloning and deleting a ticket form\t\t\t\r\nManage your Freshdesk ticket forms by editing,\t\t\t\r\nduplicating, or deleting them as needed.\t\t\t\r\n

\r\n Learn More\r\n

\r\n

Adding new customer agents\r\nLearn how to invite and set up new support agents\r\nin Freshdesk to handle customer queries efficiently.\r\n

\r\n Learn More\r\n

\r\n

Freshdesk Automation updates\r\nReview the latest updates and improvements to Freshdesk’s\r\nautomation features for better ticket management.\r\n

\r\n Learn More\r\n

\r\n

Dynamic sections - Freshdesk\r\nLearn to build dynamic sections in Freshdesk forms\r\nthat display fields based on user input or conditions.\r\n

\r\n Learn More\r\n

\r\n

Customizing Customer Fields\r\nModify and manage customer fields in Freshdesk to \r\ncapture specific information relevant to your business needs.\r\n

\r\n Learn More\r\n

\r\n

Help Desk Reporting Best Practices: 7 Essential Tips\t\t\r\nDiscover key strategies to optimize your help desk \t\t\r\nreports, improve decision-making, and enhance \t\t\r\ncustomer support efficiency.\t\t\r\n

\r\n Learn More\r\n

\r\n

Customer 360 – Get Complete Context on Your Customer\t\t\r\nGain a holistic view of each customer with Customer \t\t\r\n360 in Freshdesk, consolidating interactions, tickets, \t\t\r\nand data for personalized support.\t\t\r\n

\r\n Learn More\r\n

\r\n

Understanding Full-time vs Occasional Agents\t\t\r\nLearn the difference between full-time and \t\t\r\noccasional agents in Freshdesk to manage roles, \t\t\r\naccess, and billing effectively.\t\t\r\n

\r\n Learn More\r\n

\r\n

Introduction to Apps\r\nExplore how Freshdesk apps enhance your helpdesk by \r\nadding new features, integrations, and custom workflows\r\n

\r\n Learn More\r\n

\r\n

Creating a New Ticket from Agent Portal\r\nLearn how agents can manually create support \r\ntickets directly from the Freshdesk agent portal.\r\n

\r\n Learn More\r\n

\r\n

User Guide Template Example\t\r\nExplore a sample user guide template that outlines structure, \t\r\nformatting, and content flow for creating effective \t\r\ndocumentation.\t\r\n

\r\n Learn More\r\n

\r\n

Getting Started with FreshThemes\t\r\nLearn how to customize your Freshdesk portal’s \t\r\nappearance using FreshThemes for a branded \t\r\nsupport experience.\t\r\n

\r\n Learn More\r\n

\r\n

Changing Customer Password\r\nGuide to help customers reset or change their\r\n Freshdesk portal password securely.\r\n

\r\n Learn More\r\n

\r\n

Identifying Contacts with an External ID\t\t\t\r\nLearn how to use external IDs in Freshdesk to match \t\t\t\r\nand manage contacts from third-party systems.\t\t\t\r\n

\r\n Learn More\r\n

\r\n

Getting-started-multiple-customer-support-agents

\r\n Learn More\r\n

\r\n

Manually Create Tickets from the Agent Portal

\r\n Learn More\r\n

\r\n

Getting-started-multiple-customer-occasional-agents

\r\n Learn More\r\n

\r\n

\r\n \r\n"}}],"id":"r0osxk79","_elType":"COLUMN","type":"column","component_path":"column","attr":{"__class__columnSize":"1/1"},"media":{"tablet":{"attr":{"__class__columnSize":"5/6"}}}}],"id":"i7hh1fj1","_elType":"ROW","component_path":"row","style":{"margin":[["bottom",""]]}}],"id":"vpdbhpvc","type":"section","_elType":"SECTION","component_path":"section","style":{"padding":[["top","63px"],["bottom","80px"]],"backgroundColor":"#e6e9eb6d"},"media":{"mobile":{"style":{"padding":[["top","70px"],["bottom","70px"]]}}},"frames":{"bottom":{"frameId":0,"color":"#554DD1"}}}},"me2svat7":{"name":"zoho products","id":"me2svat7","data":{"name":"Section","content":[{"name":"Container","holder":"root","type":"container","content":[{"name":"Container","media":{"mobile":{"style":{"flexBasis":"100%"}}},"holder":"container","type":"container","content":[{"name":"Title","titleType":"h2","type":"heading","_elType":"ELEMENT","component_path":"title","content":"

Zoho Products

Explore a wide range of tools to power your business.

\n","component_path":"text","style":{"margin":[["top","4px"],["bottom","32px"]],"textAlign":"center","fontSize":"20px","padding":[["top","1px"]]},"id":"x9e16izp"}],"id":"xset422w","_elType":"CONTAINER","component_path":"container","style":{"display":"flex","flexDirection":"column","flexWrap":"wrap","padding":[["top","10px"],["bottom","10px"]],"flexBasis":"100%","alignItems":"stretch","backgroundColor":{"key":"--color-6","value":"#03a9f5"},"borderRadius":"10px 10px 10px 10px","margin":[["top","19px"]]}}],"id":"u5h3n29e","_elType":"CONTAINER","component_path":"container","style":{"display":"flex","flexDirection":"row","flexWrap":"wrap","padding":[["top","27px"],["left","10px"],["right","10px"],["bottom","10px"]],"flexBasis":"100%","justifyContent":"center","borderRadius":"10px 10px 10px 10px"}},{"name":"Container","holder":"root","type":"container","content":[{"name":"Container","media":{"mobile":{"style":{"flexBasis":"100%"}}},"holder":"container","type":"container","content":[{"type":"code","name":"Custom Code","_elType":"ELEMENT","component_path":"code","id":"randr11e","advanced":{"html":"\r\n\r\n \r\n \r\n \r\n Zoho Products\r\n \r\n \r\n \r\n

\r\n \r\n\r\n

\r\n

\r\n \r\n

\r\n

Books

\r\n

Cloud accounting software.

\r\n Learn more\r\n

\r\n

Cliq

\r\n

Team communication and chat software.

\r\n Learn more\r\n

\r\n

People

\r\n

HR management software.

\r\n Learn more\r\n

\r\n

Expense

\r\n

Expense tracking and reporting tool.

\r\n Learn more\r\n

\r\n

Backstage

\r\n

Event management software.

\r\n Learn more\r\n

\r\n

📬 Zoho Mail Guides & Tools

\r\n

\r\n Dive into everything Zoho Mail – from setup and configuration to productivity tools like tasks and notes.\r\n

\r\n\r\n

\r\n 🚫 Spam Settings\r\n 🔍 Search Emails\r\n 📥 Manage Received Emails\r\n ✉️ Sending Emails\r\n ⚡ Quick Actions\r\n 📖 Reading Emails\r\n 🌐 PWA Access\r\n 📴 Offline Mode\r\n 📧 Using Zoho Mail\r\n 🌍 Custom Domain Setup\r\n 🆕 Zoho Sign Up\r\n 🚀 Getting Started\r\n ❌ Close Zoho Account\r\n 🖥️ Desktop Lite Client\r\n ➕ Add-ons in Zoho Mail\r\n 👨‍💻 Developer Space\r\n 🔌 eWidget Integration\r\n 🔗 Integrations Overview\r\n 📥 IMAP Setup\r\n 📤 POP Accounts\r\n 📱 Zoho Mobile Access\r\n 📡 SMTP Configuration\r\n 🔐 IMAP Access\r\n 📨 POP Mail Setup\r\n ⚙️ POP vs IMAP\r\n 📂 Import & Export\r\n 📬 Email Forwarding\r\n ⏰ Smart Reminders\r\n 🔖 Mail Bookmarks\r\n 👥 Contact Management\r\n 📝 Notes in Zoho Mail\r\n ✅ Task Management\r\n 📆 Zoho Calendar\r\n ⚙️ Manage Mail Settings\r\n 🏷️ Applying Tags\r\n 🗂️ Managing Folders\r\n 🔔 Notifications\r\n 📤 Folder Sharing\r\n 🔁 Email Sharing\r\n ⏳ Email Reminders\r\n 🖼️ Attachment Viewer\r\n 👨‍👩‍👧‍👦 Zoho Groups\r\n \r\n

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\r\n

📬 Zoho Mail Guides & Tools

\r\n

\r\n Dive into everything Zoho Mail – from setup and configuration to productivity tools like tasks and notes.\r\n

\r\n\r\n

\r\n

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