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How to Email Retention Agreement

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so you need to retain all the emails sent and received in your microsoft 365 for compliance purposes can you do that in microsoft 365 or do you need a third-party tool well find out in todays video but before we start a quick introduction as always my name is jonathan edwards and im a business i.t consultant from yorkshire in the uk ive got an i.t company called integral i t and we help businesses all over the uk with their i.t support the microsoft 365 and the cyber security now please do me a favor if you get any value from this video please subscribe to my channel it really helps now in my previous video i talked about how to enable an online archive in microsoft 365. this is incredibly helpful for people who have lots of emails and they need more storage space but theres one important thing to know when it comes to an online archive the user is fundamentally responsible for what they keep and what they delete the online archive is really for user convenience not compliance bu

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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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