Enhancements to Campaigns in Marketing Plus

Enhancements to Campaigns in Marketing Plus

Hey everyone,
 
We are introducing a few updates to roles and privileges and streamlining the integrations to the Campaigns module in Marketing Plus. Here's a brief regarding the updates.

Revamped roles and privileges 

Roles and privileges in Marketing Plus let you define and control access to data and various features in Marketing Plus. There are four different roles available by default; Brand Admin, Brand Marketer, Brand Member, and Event Member.

Earlier, while creating a role, permissions in the Campaigns module could be defined in the following way:
  • Tab visibility: Enabling this allows users to access different tabs in the Campaigns module such as Regular and Advanced Campaigns, Contacts, Reports, Mailing Lists, and so on.
  • Permissions: Separate permissions can be defined to manage data in the Campaigns module created by the associated user (self) or others.
This approach proved to be a bit complex for administrators to manage permissions for their team. To make things easier, we simplified the process of defining permissions to data and features in the Campaigns module.


All the functionalities are grouped under four categories: Contacts and Lists, Lead Generation, Marketing Channels, and Assets; you can define appropriate permissions there. Here, we have eliminated the need to define separate permissions for the associated user (self) or others.
 
Here are the default permissions for Brand Admin, Brand Marketer, and Brand Member in Marketing Plus:

Brand Admin



Brand Marketer


Brand Member

Streamlined integrations 

Earlier, in the Campaigns module, any user in the organization can integrate and create a synchronization with Zoho or other third-party services. Multiple integrations and synchronizations could also be created which can be hard to track.
 
Now, to streamline the integration between solutions, only the administrator of both the applications can integrate and create a sync in Campaigns. Also, only one integration and sync can be created in Campaigns.
 

How do I get these updates? 

These enhancements are available for all Marketing Plus users starting August 10, 2023. Since this involves changes to various existing configurations, you can choose to migrate to these new enhancements any time before July 15, 2024.

Note:
  • Once migrated, you can't switch to the previous version.
  • Integrations have to be migrated first before Roles and Permissions. 

To migrate right away:

Migrating your integrations

  1. Go to Settings > Apps and select Campaigns.
  2. Click Apps under Integration.
    An alert 'Migration Required' will be displayed for existing integrations.

  3. Click View details.
  4. Click Migrate Now in the alert message shown.
  5. Read the instructions and click Proceed.
    If multiple organizations are integrated in Campaigns, you can select an organization that you wish to retain in Marketing Plus from the drop-down.

  6. Click Proceed once again from the popup.
    You can now go ahead and create a new sync. 

Migrating your Roles and Permissions

  1. Go to Settings > Brands, and select a brand.
  2. Select Roles.
  3. Click Switch Now in the pop-up.

  4. Read the changes mentioned and click Yes, I wish to switch now.

  5. Click Switch Now from the pop-up. 

We hope you find this information useful. Try these enhancements and feel free to give us your valuable feedback.

    • Recent Topics

    • Zoho PDF editor has a lot of issues.

      Zoho PDF editor needs a lot of work. It hangs and glitches a lot. Deletes annotations and clearings randomly.

    • Zohom mail

      Plz resolve the problem . I hope u understand .

    • Workdrive on Android - Gallery Photo Backups

      Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. Emma

    • Clients not receiving emails

      I've been informed that my emails are not being received. Is there anything that I should look into to rectify this? Many thanks!

    • stock

      bom/bse : stock details or price =STOCK(C14;"price") not showing issue is #N/A! kindly resolve this problem

    • Zoho sheet desktop version

      Hi Zoho team Where can I access desktop version of zoho sheets? It is important as web version is slow and requires one to be online all the time to do even basic work. If it is available, please guide me to the same.

    • ZOHO SHEETS

      Where can I access desktop version of zoho sheets? It is important to do basic work If it is available, please guide me to the same

    • Zoho Books - France

      L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité

    • Using Zoho Flow to create sales orders from won deal in Zoho CRM

      Hi there, We are using Zoho Flow to create sales orders automatically when a deal is won in Zoho CRM. However, the sales order requires "Product Details" to be passed in "jsonobject", and is resulting in this error: Zoho CRM says "Invalid input for invalid

    • Is Zoho Sheet available for Linux ?

      Is Zoho Sheet available for Linux ?

    • Bharat

      a

    • how to disable staff selection Zoho Booking integrated to SalesIQ?

      currently there is only one Consultant in my Zoho Bookings like this I integrate Zoho Bookings into Zoho SalesIQ to create a chatbot. Unfortunately, even though I only have one consultant for a consultation, the user have to pick the consultant. It will

    • Zoho Bookings No Sync with Outlook

      Zoho Bookings appointments are showing on my Outlook Calendar but Outlook events are not showing on Zoho Bookings. How do I fix this?

    • End Date in Zoho Bookings

      When I give my appointments a 30 minutes time I would expect the software not to even show the End Time.  But it actually makes the user pick an End Time.  Did I just miss a setting?  

    • Custom confirmation message

      How can I change the message that users see after they submit the booking form? I have to confirm some details before their appointment is officially "confirmed", so I want to change it where it doesn't say their appointment is "confirmed" but rather

    • Issue showing too many consultations in my workspace link.

      Hi Team, I’ve set up two Workspaces to track meetings from different sources. So far, this has been working well, and the two Workspaces are differentiated without any issues. However, when I navigate to Consultations and share the link to my personal

    • Deluge sendmail in Zoho Desk schedule can't send email from a verified email address

      I am trying to add a scheduled action with ZDesk using a Deluge function that sends a weekly email to specific ticket client contacts I've already verified the email address for use in ZDesk, but sendmail won't allow it in its "from:" clause. I've attached

    • Zoho Learn & Zoho Connect

      Hi, Is there a way to sync the knowledge base we have in Zoho Learn with the manuals section is Zoho Connect? Thanks,

    • Addin Support in Zoho Sheet

      Is there any addin support available in zoho sheet as like google marketplace to enhance productivity by connecting with other apps, providing AI data analysis, streamlining business processes, and more?

    • Changing Corporate Structure - How Best to Adapt Current and Future Zoho Instances

      My current company is Company A LLC with a dba ("doing business as" - essentially an alias) Product Name B. Basically, Company A is the legal entity and Product Name B is what customers see, but it's all one business right now. We currently have a Zoho

    • how to add subform over sigma in the CRM

      my new module don't have any subform available any way to add this from sigma or from the crm

    • How to Install Zoho Workdrive Desktop Sync for Ubuntu?

      Hi. I am newbie to Linux / Ubuntu. I downloaded a tar.gz file from Workdrive for installing the Workdrive Desktop Sync tool. Can someone give me step by step guide on how to install this on Ubuntu? I am using Ubuntu 19.04. Regards Senthil

    • How to upload own video?

      How can you upload your own video on your zoho website? I do not want to use another host, but i want to insert my own files. how can i do this?

    • Support new line in CRM Multiline text field display in Zoho Deluge

      Hi brainstrust, We have a Zoho CRM field which is a Muti Line (Small) field. It has data in it that has a carriage return after each line: When I pull that data in via Deluge, it displays as: I'm hoping a way I can change it from: Freehand : ENABLED Chenille

    • Announcing new features in Trident for Windows (v.1.32.5.0)

      Hello Community! Trident for Windows just got better! This update includes new features designed to improve and simplify email and calendar management—and it includes a feature you’ve been waiting for. Let’s dive into what’s new! Save emails in EML or

    • How to render either thumbnail_url or preview_url or preview_data_url

      I get 401 Unauthorised when using these urls in the <img> tag src attribute. Guide me on how to use them!

    • Zoho CRM Calendar | Custom Buttons

      I'm working with my sales team to make our scheduling process easier for our team. We primary rely on Zoho CRM calendar to organize our events for our sales team. I was wondering if there is a way to add custom button in the Calendar view on events/meeting

    • Max numbr of IMAP Accounts in Zoho Mail?

      In Zoho mail, you can manage the inboxes of other accounts using IMAP (and POP, actually) https://www.zoho.com/mail/help/external-imap-accounts.html Is there a max to the number of inboxes we can add?

    • Create Lead Button in Zoho CRM Dashboard

      Right now to create Leads in the CRM our team is going into the Lead module, selecting the "Create Lead" button, then building out the lead. Is there anyway to add the "Create Lead" button or some sort of short cut to the Zoho CRM Dashboard to cut out

    • Searching customer field

      Hello, When entering a receipt, we select customer information. The customer information is synced with Zoho CRM. However, we can't find the customer information because it searches for words that begin with the entered value. It needs to search for words

    • Introducing Version-3 APIs - Explore New APIs & Enhancements

      Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better. V3 APIs can be accessed through our new link, where you can explore our complete documentation,

    • Zoho CRM Tracking Google Enhanced Conversions

      Can anyone @Zoho, consultants, or users help me understand if Zoho CRM is going to support Google's Enhanced Conversions? I included some information from Google below about it. We use Google Adwords for our pay per click advertising for lead generation,

    • zoho click, and nord VPN

      Unfortunately, we've been having problems with Zoho Click, where essentially the line cuts off after about a minute's worth of conversation every time we are on VPN. Is there a way we can change this within the settings so it does not cut the line off

    • Connecting Portals from different Zoho apps

      Hi, I note that Zoho has functionality for customer portals for several of the Zoho apps, like CRM, Projects, Desk etc. Is there any way to connect these portals?  It would be great if we could give our customers access to a portal in which they could

    • Billing Management: #5 Usage Billing

      After understanding the nuances of Advance Billing and Retainers, we will explore one of the booming billing models. Long ago, villagers drew water from a shared well in a small village. The well was a lifeline for the entire community. Ravi, the well

    • Function #10: Update item prices automatically based on the last transaction created

      In businesses, item prices are not always fixed and can fluctuate due to various factors. If you find yourself manually adjusting the item rates every time they change, we have the ideal time-saving solution for you. In today's post, we bring you custom

    • Inventory Adjustments

      Hi, How to transfer the material from one head to another ? Like materials purchased for manufacturing the laptop need to transfer from consumption inventory (Quantity of raw materials reduced) to destination inventory ( Quantity of Laptop increased)

    • Zoho CRM Community Digest - Aug 2025 | Part 1

      Hey everyone! The first half of August went by, and we have a few announcements and some good noteworthy discussions. So, let's take a look at them! Product Updates: Introducing Connected Records feature: Zoho CRM’s Next-Gen UI now includes Connected

    • Please make it easier to Pause syncing

      right now it takes 3 clicks to get there. sounds silly, but can you make it just 2 clicks to get it done instead? thats how dropbox does it, 2 clicks to pause instead of 3.

    • How to create a Zoho CRM report with 2 child modules

      Hi all, Is it possible to create a Zoho CRM report or chart with 2 child modules? After I add the first child module, the + button only adds another parent module. It won't let me add multiple child modules at once. We don't have Zoho Analytics and would

    • Next Page