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How to Email Retention Agreement

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In this video tutorial, Jonathan Edwards, an IT consultant from Yorkshire, discusses whether Microsoft 365 can retain all emails sent and received for compliance purposes or if a third-party tool is necessary. He introduces his IT company, Integral IT, which assists businesses in the UK with IT support, Microsoft 365, and cybersecurity. Jonathan encourages viewers to subscribe to his channel for more helpful content. He previously covered enabling an online archive in Microsoft 365, which helps users manage email storage. However, he emphasizes that the online archive is intended for user convenience, and users are ultimately responsible for managing their email retention and deletion, not compliance.

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How do I write an email retention policy?

Email Retention Policy: Top 6 Best Practices Determine Specific Regulatory Minimums. Specify classification buckets. Set Retention Timelines. Create Automation Guidelines. Draft a Company-wide Email Retention Policy. Know When to Archive.

What is retention message?

Message retention allows you to maintain an exact record of a conversation for a queue while the conversation is active.

What is the 90 day email retention policy?

What This Means for You: Starting January 1, you have 90 days to decide whether sent or received e- mails should be kept. If yes, there are a couple of ways to do so (discussed below). If something doesnt need to be kept, you may either delete it or simply leave it in your Inbox or Sent Items folder.

What does retention mean in email?

What is an Email Retention Policy? An email retention policy (ERP) is a defined procedure prescribing how long emails should remain within an archiving solution before being erased. It is relied upon as a legal protection if proof of email communication is needed for a court case or to satisfy governmental regulations.

How long does a company need to keep emails for?

Email Retention Laws by Industry IndustryRegulatory Organization# of Years Required for RetentionAll CompaniesIRSSeven yearsAll Public CompaniesSarbanes Oxley (SOX)Seven yearsBank and Finance FirmsGramm-Leach-Bliley ActSeven yearsHealthcareHIPAASeven years8 more rows

What is retention email?

A retention email is any email sent to an existing customer for the purpose of keeping them around as loyal customers. As the most common form of email marketing today, retention emails come in all different forms.

How do you write a retention email?

Best practices for writing customer retention emails Use their name in the subject line. A notable 71% of customers prefer personalization in their marketing. Craft an engaging subject line. Include at least one CTA. Write in your brand voice.

Why is a retention email sent?

A retention email is a digital communication sent directly to an existing customer as part of a strategic effort to strengthen your relationship. This could be as simple as sending a thank you note for their purchase from your personal email. But that process isnt scalable.

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Email Retention Agreement