Contents

1. Prerequisites

2. Benefits of Mailfloss & Help Video.                                                                                                 
   

3. How to install "Mailfloss".                                                                                         

4. New fields were added in the leads and contacts module.                                 

5. How to validate individual mails and batch emails.                                                

6. Storing of API calls in custom module.                                                                                                                               

7. Support.                                                                                                                        

Prerequisites

• You must be the Zoho CRM's super admin.
  

• Zoho CRM Enterprise edition or higher is required.

• You must either already have a Mailfloss account or create one.

Benefits of Mailfloss

• Easily validate the Email ID.

• CRM Sends a signal after validation of Email.

• Checking mail validations for individual and batches.

• Checking the API calls while verifying the mails.

• Storing the API calls for individuals and batches in a custom module named as "Mailfloss Log".

• There is an option while installing the extension if you processed that mail validation will automatically be processed or you can use a button as well, if not only the button will work that you've to do manually every time.
  

 How to install Mailfloss

Open Zoho CRM go to marketplace

Search "Mailfloss" keyword and click the install button.

 While installing the extension there is a pop-up will appear on the screen. In that window you have to paste the API Key which is given by "Mailfloss" and type "Y" or "N" in the "Mailfloss Autotype" option.

Mailfloss Email Auto Validation: This option will help you to validate the Email automatically without pressing any button in the modules.

You can find the API key in Mailfloss Account under API & Webhook option.

After installing the extension there is a pop-up appears the right bottom of the screen in CRM as extension installed successfully.

New fields were added in the Leads and Contacts module in CRM

1. Email Validation Status - This field updates the status of whether the Email is valid or not.

2. Email Status Reason - This field updates the status of whether the Email is existing or not.

The button will verify the emails by manually whether they are individual or batch. It will work in both ways. When you choose option "Y" while installing then it is automatic validation, on that time also the button will work and another is manually when you didn't choose the Auto validation.

 How to validate Individual mails and Batch mails

 Individual Verification:

Above image showing that verification of individual mail validation as manually.

Batch Verification:

This is how batch verification will be done,

The verifications will be done in "Batch Verification" is "With Scheduler".

The batch verification will be done only with button, there is no automation for this type of validation

After verifying the batch the pop-up will come and it says the "Status will be updated every half an hour" for batch verification.

Storing of API calls in custom module

The below options are the fields in that module

These are the fields that show every specific detail of the validation type whether it is "Single" or "Batch".

CRM sends a Sales Signal when the Email Validates whether it is "Individual" or "Batch"

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This is the sales signal which appears in CRM. You can notice the status of the validation of all emails by clicking the bell icon