Community Learning Series | Digest #6 - October 2020

Community Learning Series | Digest #6 - October 2020

Dear customers,

We're happy to bring you the October edition of our #CommunityDigest!



This month has been really special to us, as we just completed 6 years in the market. First of all, a HUGE thanks to you, our customers, for helping us get to where we are today. Here's a recent blog from our team on this special milestone.

Let's look at some fresh updates that our team has rolled out to make your subscription billing easier:

1. Send SMS notifications to your subscribers: 

We just launched an integration with Twilio to make sending SMS notifications to your subscribers quicker and simpler! 

Previously, to send invoice notifications and payment reminders, you had to connect Zoho Subscriptions with SMS providers like Twilio using either webhooks or cloud connectors like Zoho Flow or Zapier. While this works, we wanted to offer something that's better and easier to set up. That's why we have rolled out this native integration with Twilio.

The best part is, you can completely customize when these text messages should be triggered—either Zoho Subscriptions can trigger the SMS automatically on your behalf, or, if you want to send the SMS only to select customers, you can manually notify them with a simple click.

So try this out and let us know what you think in the comments. To learn how to set it up, you can read our help guide.

We shipped a few other enhancements this month too. Here's a complete rundown of what's new.

2. Tips and Tricks:

In the previous edition of our digest, we looked at how you can set your customers' billing cycle based on an approval workflow.

Here's Tip #6: Accessing external URLs from Zoho Subscriptions. Using these instructions, you can create custom links for accessing other websites or applications by appending specific information (like a customer ID) from Zoho Subscriptions to the URL.

3. Customer Corner:

Meet Foyr, the world's first cloud-based SaaS provider for interior design. Foyr was inspired to adopt subscription billing by the global transition towards a subscription economy and their own observation that today's interior designers want a pay-as-you-go model.

After deploying Zoho Subscriptions' dunning mechanism for their subscriptions, the Foyr team observed that their involuntary churn has gone down by 50%, which is a huge improvement for businesses of any size.

In fact, dunning management is the feature that a lot of our customers love most about Zoho Subscriptions. In case you have not set it up yet for your business, here's our help guide to get you started.

4. Weekly webinar:

Our in-house product experts host a weekly webinar on how you can run your subscription business efficiently using Zoho Subscriptions. If you're new to our application, we highly recommend tuning in! You can not only learn how to customize the app to your specific needs, but also have your questions answered by our team instantly. This webinar is completely free and anyone who's interested can join. Here's the link:


You can always follow us on Twitter, Instagram, or Facebook to stay up to date.

Did you enjoy this month's digest? Would any other information be useful to you? Let us know in the comments, so we can continue to provide the information you're looking for each month.

Until next time,
Harikrishna
Customer Relations | Zoho Subscriptions
    • Sticky Posts

    • Community Learning Series | Digest #5 — September 2020

      Dear customers, We're happy to bring you the September edition of our #CommunityDigest! Keep track of your subscription KPIs right from your smartphone: Last month, we enhanced our Android mobile app to help our customers get daily updates on their business health. We got to know from a lot of customers that this has made their job much more easier because they no longer have to keep a reminder to manually check on the previous day's revenue or activations. If you have not downloaded it yet, here's
    • Community Learning Series | Digest #4 - August 2020

      Dear customers, We hope you're staying safe and healthy. I'm happy to bring you the fourth edition of our #CommunityDigest with some brand-new updates from us. 1. Daily Business Updates (for Android users) The Zoho Subscriptions Android app has got a cool new update: You can now get a push notification to your smartphone that lets you know how many activations and cancellations have taken place, and what's the net revenue for the previous day. The best part is, you can tell the app when exactly you
    • Community Learning Series | Digest #3 - July 2020

      Dear customers, We hope you're staying safe and healthy. We're glad to bring you the July edition of our #CommunityDigest. New community members can view our previous newsletters here. This time, we have two major updates and three interesting topics for you: 1. Zoho Subscriptions Developer Community Since the inception of Zoho Subscriptions, our team believed that the recurring billing platform we provide should be able to offer an extensive API library that empowers businesses to automate most
    • Introducing: Community Learning Series | Digest #1 - May 2020

      Dear customers, We hope you are staying safe and healthy. Helping businesses manage their customer subscriptions more efficiently has always been, and always will be, our goal at Zoho Subscriptions. We strongly believe this is possible if we grow together as a community and share what we know with each other. To nurture this shared learning experience, here is our brand-new Community Learning Series! ​ Welcome to the first edition of our digest! Each edition of our community digest includes guides
    • Recent Topics

    • Select Zoho Contacts as Meeting Participants in Zoho Cliq

      Hello Zoho Cliq Team, We hope you're doing well. We would like to request an enhancement to the meeting scheduling functionality in Zoho Cliq. Current Limitation: When scheduling a meeting in Zoho Cliq, participants can only be selected from: Organization
    • Ability to Select External Users from Participants List When Scheduling Meetings

      Hello Zoho Cliq Team, We hope you're doing well. We would like to request an enhancement to the meeting scheduling experience in Zoho Cliq. Current Limitation when scheduling a meeting in Zoho Cliq: External users can be selected from the list only under
    • Kaizen #212 - Map Dependency Fields in Zoho CRM using APIs

      Hi Everyone!! Welcome back to another week of Kaizen series! Over the past few weeks, we have been addressing your questions and feedback shared through our Kaizen 200th feedback form. Thank you for your continued engagement and thoughtful queries. We
    • Outdated state in mexico

      Hello Zoho team, the drop down to add the state for customers, when they introduce their state in mexico has a city named “Distrito Federal” that name changed many years ago to “ciudad de mexico”. could you please update this so my clients can find the
    • Is anyone using Zoho Flow with airtable?

      I need to build a flow that collects data from airtable and uses some of that data to create folders and files in google drive. I have fully function version of this in zapier and want to migrate to zoho. I am trying to perform a very basic fetch from
    • SOME FEATURES ARE NOT IN THE ZOHO SHEET IN COMPARISION TO ZOHO SHEET

      TO ZOHO sir/maam with due to respect i want to say that i am using ZOHO tool which is spreadsheet i want to say that some features are not there in zoho sheet as comparison to MS EXCEL like advance filter and other Features which should be there in ZOHO
    • AI in Zoho Workplace: A Sneak Peek into What’s Coming!

      Hello everyone, We’re super excited to share something we’ve been working on and we want you to be part of it! You may have seen our announcement blog post introducing a major evolution in how AI works within Zoho Workplace. Want to be among the first
    • Display Client Name in Zoho Creator Client Portal Dashboard

      Hello Zoho Creator Team, We hope you are doing well. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for providing a personalized portal experience. However, there is currently
    • Meet Canvas' Grid component: Your easiest way to build responsive record templates

      Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.
    • Best way to share/download presentation files in Zoho without losing formatting?

      Hello Zoho Community, I often work with PPT/PDF files in Zoho Docs and share them with colleagues. While PDFs usually give a direct download option, I’ve noticed that PPT/PPTX files sometimes only open in the viewer without a clear download link. Is there
    • Workflow Failure - Notifications

      Good afternoon, I have just experienced an error whereby a Workflow failed, for a reason currently unknown. The problem is that one of my users had to flag this manually (thankfully he's very thorough) and this otherwise would have flown under the radar.
    • Introducing Bin Locations In Zoho Inventory

      Hello users, We are excited to let you know that your wait for the Bin Locations feature has now come to an end! Yes, you heard us right! We are here to introduce the much-awaited Bin Locations now in Zoho Inventory. But before we dive into the feature
    • Error "Invalid client task found corresponding properties" only when triggered from workflow ?

      Hi All, I am facing an error message I never encountered previously: Error in executing On Add - On Load script Error in executing thisapp.get_all_projects_api_call function. Line:(2) Error in executing thisapp.getAccessTokenFromRefreshToken function.
    • How to interpret Campaign report statistics - definitions/explanation

      I am trying to make sure I understand the Campaign report correctly Do you have a list of definitions for: Delivered - it has reached the recipient's inbox Campaign reach - is this the number that have opened the campaign email? Unique Opens Clicks/Open
    • Feature request - pin or flag note

      Hi, It would be great if you could either pin or flag one or more notes so that they remain visible when there are a bunch of notes and some get hidden in the list. Sometimes you are looking for a particular name that gets lost in a bunch of less important
    • Schedule a Call by Date and Time when a specific lead status is selected

      Hi Wanting to create a workflow where a call can be scheduled by date & time when a specific lead status is selected. Can only currently set the date by Due Date - Trigger Date - Plus 'x' day(s) Thanks
    • Zoho CRM's Copy Customization functionality now works across DCs, for customized accounts, and more

      Availability This feature is available in Standard, Professional, Enterprise, and Ultimate editions. These changes have been rolled out to all users in all DCs. For more information, please refer to these help documents: Overview | Instructions Hello
    • How can I bold text on Zoho Forms submit buttons?

      In the old theme builder, I could bold the text on a form's submit button. With the new theme builder, I can only change the text of the header or fields in the form, and not the button itself.
    • Hiding Pre-defined Views

      You can enhance Zoho with custom views - but you cannot hide the pre-defined views. Most users focus on 4 or 5 views. Right now for EVERY user EVERY time they want to move to one of their 4 or 5 views - they have to scroll down past a long list of pre-defined views - we don't use ANY of the pre-defined views. Adding the feature to allow a predefined view to be hidden completely or only visible to certain users would be a big improvement in usability for Zoho CRM. This feature is already available
    • Rich-text fields in Zoho CRM

      Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile
    • [Integration Edition] Deluge Learning Series – Third-Party Integrations with Deluge | October 2025

      We’re excited to continue this three-month edition of the Deluge Learning Series: Session 1 – Integrating Zoho Apps with Deluge Using Built-In Integration Tasks Session 2 – Integrating Zoho Apps with Deluge Using invokeURL and invokeAPI Session 3 – Third-Party
    • Feature Request: Tag, Search, and Report on Individual Private Comments

      Zoho Desk Team, First, I want to say that we are extensive users of Zoho Desk and it is a core part of our support operations. We rely heavily on the private comments feature for internal communication, knowledge sharing, and maintaining a clear history
    • Zoho CRM Community Digest - August 2025 | Part 2

      Hello Everyone! Here's a quick round-up of handy tips, clever workarounds, and product updates from late August. Product Updates: Meeting Enhancements in Zoho CRM! Track whether a meeting is online, in-office, or at the client’s location using the new
    • Assistance Needed: Ticket Status Not Updating and Sorting by Last Customer Reply in Zoho Desk

      Hello, I’m facing two issues in Zoho Desk that I’d like your guidance on: Ticket Status Not Updating: When a customer replies to a ticket, the status does not change to Reopened. Instead, it remains in Waiting on Customer, even after the customer’s response
    • Round robin

      Hi, I'm trying to set up a round robin to automatically distribute tickets between agents in my team but only those tickets that are not otherwise distributed by other workflows or direct assignments. Is that possible and if so which criteria should I
    • Time Entry Notifications

      Hi All - I have support staff who place notes of their work in the time entry section of Zoho Desk. Is there a specific workflow or setting I need to enable to have the ticket holder updated via email when an entry is saved?
    • Change text in help desk

      Hi, Please let me know how can i change the this text, see screenshot.
    • Customer happiness customisation

      Hi, I was wondering if it's possible to somehow customise to whom and when customer happiness request is sent? Can you enable it only for selected tickets for example based on workflow or any other criteria (customer name, tag or anything else)? Also
    • No Zoho Support Response in Months

      I want to say that I love Zoho FSM, Books, and CRM, but the support is scary bad. About 2-3 months ago, I emailed Zoho FSM support with two specific issues I needed help with, and I have still not received one single response. I also submitted a support
    • Has anyone built a custom AI support agent inside Zoho (SalesIQ/Zobot)?

      Hi all, I’ve been experimenting with building my own AI support assistant and wanted to see if anyone here has tackled something similar within Zoho. Right now, I’ve set up a Retrieval-Augmented Generation (RAG) pipeline outside of Zoho using FAISS. It
    • Null

      If a result is null how do I make it so that a custom error pops up instead of the default error? Can someone write an example as if I were using the script builder?
    • Format a "return" message

      Good day, Is there a way to format the message of the "return" function in CRM deluge script?
    • Change Last Name to not required in Leads

      I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for
    • Having Trouble Opening The Candidate Portal

      Recently am having trouble opening the Candidate Portal. It keeps loading but cannot display any widgets. Tried Safari, Chrome and Edge. Non of them work. Please solve the problem ASAP.
    • Tip of the Week - Spot Risky Sales with Conditional Formatting

      In Zoho Analytics, small tweaks can lead to big insights. One such feature is Conditional formatting based on other columns, your key to instantly spotting where sales success is overshadowed by product returns. Our tip this week shows you how to apply
    • How do I duplicate / copy a campaign

      I am evaluation Zoho Campaigns and sent an email to one of my personal email accounts from Zoho Campaigns.  It went into my junk file in Hotmail. I want to duplicate that same (1-page) campaign and send it to another of my personal accounts to try to
    • For a Bill, can "Pay via Check" - Can we also "Pay via Check" when documenting refund for payment?

      We really like when we have a Bill in Zoho Books that we can record payment by selecting "Pay via Check" and that will cut the check for us from Zoho Books. However, when we have to write checks as a result of invoice overpayment, we can not select "Pay
    • Creator Change History: Ways to improve

      Hi Everyone, Recently been working in developing this change history(an idea from Zoho Forms) - unlike forms that you can this with a click but using Creator, we can use "old" keyword. The concept I come up with is to put the result in a table however,
    • Suitability of Zoho One (Single User License) for Multi-State GST Compliance & Cost Analysis

      Hello Zoho Team, I am an e-commerce business owner selling on platforms like Amazon, Flipkart, and Meesho, and I'm currently using their fulfillment warehouses. I have two GSTIN registrations and am planning to register for an additional 2-3 to expand
    • add employees and customiz

      I want a Zoho software to track employees record. I logged in a demo so now I tried adding employee, first thing when I click on add employee it takes me to a page where it says add user maximum 10 users, my first doubt why users I don't want employees
    • Next Page