Never Bounce by UPro for ZOHO CRM - User Guide

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Prerequisite for Never Bounce Extension:

Installing the Never Bounce extension for Email Validation

To Install the extension:
1.Navigate to Setup > Marketplace >All in Zoho CRM 
 
2.Select ‘All Extensions’. Search for ‘Never Bounce for Zoho CRM’ 
 
3. Click ‘Install’ 
 
4. Agree to the Terms of Service & Authorize Never bounce for Zoho CRM to access your data as required.

5. Select one of the following options in ‘Choose Users/ Profile’.

  •  Install for admin only
  •  Install for all users
  •  Choose Profiles

6. Click Confirm

7. On the Configuration Page, Navigate to Extension Setting

8.  Enter the ‘Access Token’ in the API Key input box.

9. After installation is completed, open Marketplace under settings and confirms installation for Upwise Never Bounce Extension for ZOHO CRM.

Extension settings:

  • Enable Automated Email verification
  • Notify when API credits are less than << user entry>>
  • Notify when API Key is invalid

How to Use ‘Never Bounce’ Extension?

Verify Email Address
  • Manual Email Verification 

When ‘ Enable Automated Email verification = N’

  1. Select the CRM record(s) within Lead or Contacts module.
  2. Select the “Validate Email” Button in the list view for the module or page view for the record

3. The extension runs verification for the Email address(s) in Never Bounce

If the Email is determined as valid, the Email status is updated as ‘Valid’

If the Email is determined as not valid, the Email status is updated as ‘Invalid’ 

If the Email cannot be verified, the Email status is updated as ‘Unverifiable’

  • Automated Email Verification 

When ‘Enable Automated Email verification = Y’

  1. Lead or Contact record is created or Email for Lead or Contact record is updated
  2. The extension runs verification for the Email address(s) in Never Bounce

  3. If the Email is determined as valid, the Email status is updated as ‘Valid’ 

  4. If the Email is determined as not valid, the Email status is updated as ‘Invalid’ 

  • Mass Email Verification 

1. Select records.

2. Select Validate Email button.

API Credits

Notify when API credits are less than <>: A notification for an insufficient credit limit is generated when the credits available within Never Bounce is less than (user entered limit)

 API Key Error

Notify when API Key is invalid: A notification is generated if an error is encountered for the API key in Never Bounce.

Automation Notes
  • Automatic validation only when appropriate setting in enabled at time of installing the extension.
  • Automatic validation will run on data imports into Leads and Contacts
  • Automatic or manual email verification will run only for records with Email status = null.
  • If automation is selected, email status, subdomain is set to Null when email id is updated for Leads or Contact record
  • Extension returns the verification status as returned by the Never Bounce service and does not apply any validations to check the returned response.
  • API Credits and API Key error checks are daily scheduled actions that are preset and cannot be updated after installation.
Messages

Verification messages

 1. When email status = null and record is manually selected for verification

  • Single selection: Email verified in Never Bounce

  • Multi selection: # email address verified in Never Bounce

 2. When email status is not updated and records are manually selected for verification

  • Single selection: Email is already verified in Never Bounce

  • Multi selection: No records identified for verification. Please modify selection criteria.

Email notifications

1. Notify when API credits are less than <“user limit”>

 2. Notify when API Key is invalid

Uninstalling the extension

1.Go to Setup > Marketplace > All > Installed 

2.Under All Installed Application, we can view the Never Bounce Application and click the corresponding Uninstall Link.

3. Click Ok and confirm the uninstallation of Never bounce for CRM extension