Zoho Mail - Connecting iPhones and iPads to Your eXp Email Inbox (International Agents Only)

Zoho Mail - Connecting iPhones and iPads to Your eXp Email Inbox (International Agents Only)

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The instructions in this article are for international eXp Agents who's email accounts are on the Zoho Mail platform. To see if your account is on the Zoho Mail platform, you can log into your Okta account at https://exprealty.okta.com to verify if a zoho tile has been provided on your account. 

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To set up iOS devices there are a couple of steps that you'll need to perform in order to properly connect to the email server.  This article will cover:
  1. Enabling IMAP Connections in Your eXp Email for Email Client Connections
  2. Creating an Application Specific Password
  3. Connecting iPhone or iPad tor your eXp Email
To skip to a specific section, click it in the table of contents to the right of the page.

Enabling IMAP Connections in Your eXp Email for Email Client Connections

Before you can connect an iOS device to your email account you'll need to enable IMAP connections for your account. Follow the steps below to complete the process.

1. Log into your Okta account account at https://exprealty.okta.com and click the Zoho Mail tile. This will take you to your Zoho Workplace Dashboard.


2. Once on the dashboard click Mail in the top bar or in the mail widget to get to your Zoho Mail dashboard.


3. Once in your Zoho Mail dashbaord, head to the settings menu by clicking the gear icon  on the top right.


4. Once in the settings menu scroll down in the left side bar and click Mail Accounts to open the related configuration menu to the right. At the top of the configuration menu you'll see tabs labeled: General, POP, IMAP, SMTP and Forwards. Click IMAP to show the related settings. 

Here you'll need to place a check in the box next to 'IMAP Access' and 'Auto-Expunge Emails'. This will ensure when you set up your email client it mirrors the server, including deleted communications. 

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To allow syncing of previoulsy archived emails with your email client place a check for 'Include Archived Emails' directly below the Auto-Expunge Emails option.

Once your've selected the required IMAP settings, click Save at the bottom to complete the setup for IMAP connectivity on your eXp provided email account.



Creating an Application Specific Password

Your Zoho Mail account is accessed by using the eXp Passport login creditials tied to your Okta profile. However, since most email clients aren't able to connect to Okta for account verification, you'll need to create an appliation-specific password for iOS devices to be authenticated by the server. When using an app-specific password the Zoho Platform will recognize the created password and allow your chosen application to bypass the Okta verification.

Follow the steps outlined below to create an application specific password for use with your iOS device.

1. From your Zoho Workplace / Mail account, click the user profile icon on the top right to reveal the user profile menu.


2. From the user profile menu select 'My Account'. You may be requested to verify your identity before you can access the necessary menus. If so click the SAML button highlighted in the image below to be redirected to the Okta login page where you can enter your the required password.

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If you don't get the security prompt below after clicking 'My Account' in the profile menu skip to step 3.

2a

2b

3.  Once you've accessed your zoho account configuration page, click Security in the left sidebar to open the submenu and then click App Password below. You'll see the Application-Specific Passwords box to the right. Click the Generate New Password button to begin creation of a new app specific password. 


Enter 'iPhone or iPad' in the box for the app name so you can distinguish this generated password from others. This will ensure you don't delete the incorrect password should you need to recreate it. Once you've entered the app name for the associated password being created, click Generate.



You may see a prompt appear above asking you to verify yourself as shown in the image below. If you do, click the hyperlinked words 'click here'. You'll be prompted to verify your account via your Okta login before you can continue as shown above.

4. Once you've verified your account, you'll be returned to the previous screen with your application specific displayed. Left click on'Click to Copy' to save the password to your clipboard. Before closing the window paste to notepad or another doc where you can retrieve the password for later use.

If you choose to manually copy the password please note that the spaces displayed visually in the password are to be omitted when entering the password in the chosen application.

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Once you close the window displaying your app-specific password, you will not be able to view it again. If you did not save it for future reference and it has been removed from your computer’s clipboard, you’ll need to delete the existing password by selecting the trash can icon to the right of the application name. Once you've deleted the password return to step 3 of this section and create a new app password.

 

You have completed the creation of the required app specific password for your iOS device. To complete the setup proceed to "Connecting Outlook to Your eXp Email Inbox" below.

Connecting iPhone or iPad to Your eXp Email Inbox

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This setup is specific to the Mail app for iOS devices. 

1. Open the Settings app on your iPhone or iPad.  

2. Once in the settings menu you'll want to select the Mail app to access the Mail settings.

3. From Mail settings select 'Mail Accounts' as shown in image. This may also be shown as 'Accounts' depending on your version of iOS.



4. Next, enter your full eXp email address as requested in the box that appears and tap next in the top right corner. 



5. After entering your email address, you'll be required to choose your email provider. Here you can select Add Other Account as shown in image 5a followed by Mail Account as displayed in image 5b.

5a


5b


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Going forward when asked to enter your password you'll need use the app specific password previously created for this setup in the previous section of this article.

6. On the following screen you'll be asked to fill in your name, email address, password and a description of the email account so you can distinguish it from other accounts. Once you've entered this information your can tap next in the top right corner to proceed to the next step.


7. Next you'll be asked to enter the necessary email account and server information to complete the setup. For iOS devices, Apple typically will show certain line items as optional. They are not. Be sure to fill in your full email address in every field that ask your username and enter the incoming and outgoing server addresses exactly as shown in the image. For line items where it shows the password is to be filled in be sure to use the app-specific password that you created in the earlier section of this article. Once you've entered the information in each field tap next in the top right corner.

The app will go through the verification process as the connection is authenticated. You may see "verifying' displayed at the top of the screen for 1-2 mins.



8. After the verification process is completed you'll be taken to the screen where you can toggle on/off Mail and Notes for syncing. Unfortunately Zoho Mail does not support notes syncing so the recommendation would be to toggle notes sync off. Once you have Mail toggled on and Notes toggled off, tap save in the top right corner.



Success! The email setup on your iOS device is complete.

For additional assistance with the process in this article or help with other questions, you can reach out to eXp Technical Support at support@exprealty.net.

Server Settings

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We are aware that some agents may choose to use email client applications other than the native mail application on iPhone and iPad. Set up for most email client software will be similar, aside from steps specific to the iOS Mail app outlined in this article. Just follow the steps to enable IMAP on your exp email account, create an app-specific password and use the server settings below to try setting up your email client of choice.

IMAP Incoming server:  imappro.zoho.eu
IMAP Incoming server port:  993
Secure connection type:  SSL/TLS

SMTP Outgoing server:  smtppro.zoho.eu
SMTP Outgoing server port: 465
Secure connection type:  SSL/TLS

For additional assistance with the process in this article or help with other questions, you can reach out to eXp Technical Support at support@exprealty.net.