The all new Marketing Automation 2.0 is now part of Marketing Plus

The all new Marketing Automation 2.0 is now part of Marketing Plus

Hey everyone,
 
We're excited to introduce the latest version of Marketing Automation to Zoho Marketing Plus for all users. The new version comes with a lot of features to help simplify and streamline your marketing activities

Here's a brief overview of what's new and how you can migrate to the latest version in Zoho Marketing Plus.

Revamped user interface 

The Marketing Automation module has a whole new user interface that's carefully designed to make it easy to navigate and manage your marketing activities, including creating campaigns, personalizing journeys, generating leads via signup forms, building landing pages, and much more. 


Simplified contact management 

Managing your contact list in Marketing Automation is a lot easier with the all-new Contacts module, which was previously known as the Leads module. Firstly, a new dashboard offers a holistic picture of your contacts by offering insightful metrics such as your total number of contacts, contacts that are ready for marketing or sales, contacts by stage, source, and location, and much more.



The detailed contacts view has a new look as well. You can view important details like stages, associated lists, segments, journeys, subscription details, engagements, and a timeline of all activities in chronological order.



You can also view a complete list of contacts filtered by stage with the help of a Kanban view, and you can easily drag and drop contacts across various stages.
 
Lists have also been simplified. Each list has a detailed dashboard related to contacts, such as contact growth, associated entities, status, and so on. You can also view associated journeys and campaigns for a particular contact list, segment your contacts based on various criteria, and manage them from Marketing Automation.
 
The Contacts module also comes with various ways to qualify your leads with the help of scores. You can configure scores based on the activities the contact performs with regard to email campaigns, such as opens, clicks, or replies, or based on field values and various website other activities. 

More ways to generate leads 

Websites are one of the best and most effective marketing channels, as they help visitors understand more about your brand and what you offer. Hence, it's essential for businesses to optimize their websites in order to capture and convert these visitors as leads.

Marketing Automation comes equipped with just that. Using signup forms, pop-ups, and landing pages, you can capture information about your prospects and synchronize them with Zoho CRM. You can also automatically add these leads to lists, modify their scores, add them to specific journeys, and much more.



Keep tabs on your website  

Once your website is live, it's important to measure the performance to increase conversions. Marketing Automation module comes with a detailed dashboard and in-depth analytics on the behavior and acquisition of your website visitors. The behavior report gives you the complete picture of how visitors are interacting with your website, the top performing page, time spent on pages, the page through which visitors first land on your website, and the last page visited before they exit, and lot more.

The acquisition report, on the other hand helps you identify how these visitors land on your website; the different sources, channels, or the country. This helps you identify the right channel that works for you and plan your marketing activities accordingly. With PageSense already part of Marketing Plus, all your goals, and other important website analytics are in sync with Marketing Automation. 

Marketing campaigns simplified 

Marketing Automation now offers a whole new streamlined experience in creating and managing your campaigns across channels. You can create your email campaigns and promote your surveys, webinars, SMS campaigns, and promotions via WhatsApp.

Personalize touchpoints with Journeys 

The journey builder comes with a lot of updates. With Journey X-Ray, you can dissect and understand the path your contacts take, the most- and least-engaged actions, the number of entrances and exits, and a lot more. This is designed to give you a better understanding of your customer journey across various touchpoints to help optimize them further.

All the journeys you've created in previous versions will be migrated to the new version as drafts. The following components are deprecated in the new version:

Triggers
Actions
Missed goal
Date field trigger (revised)
Email action trigger (revised)
Video click
Attachment download
Send survey mail
Reminder loop
A/B test
Three-way condition
Update deal
Mile stone
End of process components


If you've created journeys with these deprecated components, you'll need to replace them manually before migrating them to the new version.
 
Also, any autoresponders from the previous version will be discontinued in 2.0. You can convert your old autoresponders into journeys.

Revamped roles and permissions 

Roles and privileges in Marketing Plus enable you to 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.

Previously, Marketing Automation users were only permitted to manage the records they created.



Now, we've introduced more control over how users can access data and features. You can define appropriate permissions for contacts and lists, lead generation functions, marketing channels, websites, and assets. 



Accessing the new version  

The all-new Marketing Automation will be available for all Marketing Plus users starting on June 4, 2024. All topics, integrations, SMS gateways, and smart URLs will have to be migrated to start accessing the new version.

Migrating topics 

Previously, topics in Marketing Automation were usually associated with lists. Now, you can associate them with contacts directly, as well as associate multiple topics to a contact. They can unsubscribe from these topics per their preferences.

Migrating integrations 

Previously, Marketing Automation users could integrate and create syncs with Zoho or other third-party services, which was sometimes hard to track and led to data duplication.
 
To streamline integrations between solutions, now only the administrator of both applications can integrate and create syncs in Marketing Automation—and only one integration and sync.
 
For example, if you want to integrate Marketing Automation in Marketing Plus and Zoho CRM, you need to be the Brand Admin in Marketing Plus and an Administrator in Zoho CRM. Once an account is integrated, other users in your organization can't configure another integration.
 
If multiple integrations are configured in Marketing Automation, you can see the complete list of all the accounts while migrating to the new version. Make sure to select the account you want to retain in the new version. 

Migrating SMS providers 

To increase accuracy, SMS campaigns will only be sent to the mobile numbers specified in each contact's Mobile field. If you've used any other field to store the contact information in the older version, the data will need to be moved to the Mobile field to start sending SMS campaigns in this new version.

Migrating Smart URLs 

Previously, Smart URLs in Marketing Automation can be created for two custom domains. Now, in the new version, you can create smart URLs using the default or your custom domain. Only one custom domain can be connected. So, while migrating to the new version, you can choose the domain that you want to migrate to the new version.  

To access the new version
  1. Go to the Marketing Automation module in Marketing Plus and click Switch to new version. 
  2. Click Proceed in the pop-up.
  3. In the Topic Management tab, click Migrate now. 

  4. Select an integration from the Integration tab and click Migrate and Proceed.
    Do the same if more integrations are listed in the Integration tab.
  5. In the SMS tab, select your preference.

  6. Click Migrate and Proceed.
  7. In the Smart URL tab, select the appropriate domain from the drop down list.
  8. Click Migrate and Proceed.

  9. Click Switch Now in the pop-up.
We hope you find this information useful. Please give it a try and feel free to share your valuable feedback with us.
 
Regards,
The Marketing Plus Team

    • Recent Topics

    • Free webinar! Digitize recruitment and onboarding with Zoho Sign and Zoho Recruit

      Hello, Tired of being buried in onboarding paperwork? With the integration between Zoho Sign and Zoho Recruit, a powerful applicant tracking system, you can digitize and streamline the entire recruitment and onboarding process, all from one platform.

    • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

      so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign

    • Open Activities view.

      I really like the new views for the open and closed activities inside the deals. But when you are in the tab view instead of the column view you can only complete and edit the open activity there isn't the 3 dot option to be able to delete the activ

    • Potentially Outdated and Vulnerable Chromium Engine Installed by Ulaa Browser Installer

      I just installed Ulaa Browser a few minutes ago. Whats My Browser page shows I am using an outdated Chromium engine meaning I might be vulnerable for security exploits that might have got fixed in the new version.

    • Potentially hardcoded list of Browsers to import from (after Ulaa Setup)

      I have just installed Ulaa Browser and found that the list of browser to import data is potentially hardcoded ones rather than looking at the system. I do not have FF, IE and Edge is not my default itself. I would appreciated if Ulaa detected my browsers

    • Remember all the ways we've posted?

      The world celebrates World Postal Day in 2025 with the theme “#PostForPeople: Local Service. Global Reach". The story of the “post” is a story of human connection itself, evolving from simple handwritten notes carried over long distances to instant digital

    • From Layout to Code: Finding Custom Field IDs in Zoho Projects.

      Hello everyone! Ever found yourself wondering how to get the API names and IDs of custom fields in Zoho Projects while working on custom functions? Here’s a simple and effective way to do it! This method makes it super easy to locate the right field details

    • How to notify all members on any updates to zoho crm?

      Hi, I am using the free version of zoho CRM and currently seeing this will work for our company. We are a small company and wanted to be more informed about all the changes in zoho.   1. How do I set notifications that go to the team for any and all changes made in Zoho. At this point, we'd rather be over-informed than under-informed. 2. Create a custom field (or rename an unused field) to be able to capture any "Product Feature Requests" from customers or prospects we're talking to. I have anyone

    • Zoho Mail Desktop App Not Loading + Can’t Manage Multiple Accounts

      Hi everyone, I’ve been having ongoing issues with the Zoho Mail desktop app for the past few weeks. The app starts to load but gives up midway and never actually opens — there’s no error message, it just stops loading. The main reason I use the desktop

    • How can I transfer data from Production to Development environment?

      Hi, I am using Creator V6 and would like to bring all the data in production to the Development and Testing environments? Is there an easy way of doing that or I have to export and import each table?

    • Billing frequency is not displayed correctly.

      Hello There is an issue while displaying the billing frequency on a subscription quote. I am able to activate the subscription details and get this lovely overview: If I am adding a Plan which I charge quarterly, first of all it should be possible to

    • Calling Function via REST API with API Key gives 401 using Zoho Developer

      Hi, I created a couple of functions using the one month trial of Enterprise edition, which I was able to call using the API Key method from Postman and from an external site. Now that my trial has expired, I have created the same functions in the Developer

    • Session Expired

      I constantly get "Session Expired" and need to relogin or close and open the application again. This gets really frustrating during the day. Is this something that can be solved? This really makes me want to leave the app as it is no go to need to reopen

    • Employee type and source translation

      In Zoho People, when I fill in the employee’s information, there is the option to determine the type of employment (employee type) and the hiring source. Both options ALWAYS appear in English. It is extremely inconvenient to deal with poorly translated

    • Sync Issue Between Zoho Notebook Web App on Firefox (PC) and Android App

      Hi Zoho Notebook Community, I'm facing a sync problem with Zoho Notebook. When I use the web version on Mozilla Firefox browser on my PC, I create and save new notes, and I've synced them successfully. However, these new notes aren't showing up in my

    • Request for Clarity on Timeline for True GPT/Zia Auto-Response Capabilities

      I appreciate Zoho’s steady innovation, but I’m concerned that Desk and Zia remain well behind modern AI capabilities. For years, GPT-based tools have been able to generate and send contextual responses, yet Zoho Desk only supports summarization or suggested

    • Notebook audio recordings disappearing

      I have recently been experiencing issues where some of my attached audio recordings are disappearing. I am referring specifically to ones made within a Note card in Notebook on mobile, made by pressing the "+" button and choosing "Record audio" (or similar),

    • Has anyone built a ticket export that allows Help Center users to export the tickets shown in the My Area list they are looking at?

      Hi, We are moving to Zoho Desk soon. Our current support system displays an option in our help center allowing customers to export their Open, Closed, or all tickets based on which list they are looking at. We need to offer the same in Zoho Desk help

    • Two factor authentication for helpdesk users

      The company i work for wants use the helpdesk site in Zoho desk, as a place for their distribution partners to ask question and look for information about our product. The things there is suppose to go up there is somewhat confidential between my company

    • Zoho Desk: Q2 2025 | What's New

      Hello everyone, We are excited to announce Zoho Desk's 2025 Autumn updates. This release brings new features and enhancements that improve work management and enable businesses to provide a better overall support experience. Spanning from Zia Agents to

    • Change text in help desk

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

    • Items Below Reorder Point Report?

      Is there a way to run a report of Items that are below the Reorder Point? I don't see this as a specific report, nor can I figure out how to customize any of the other stock reports to give me this information. Please tell me I'm missing something s

    • Blog Widget: Show recent blog posts on my homepage

      Hey there I am using the Zoho Sites Blog feature. On my homepage, on the bottom I'd like to have a featured content section where I show some of my blog posts (selected, most recent, filtered by category and so on...). It would be nice to have a blog

    • Committed Stock and To Be Received Stock via API?

      Is it possible to retrieve Committed Stock and/or To Be Received Stock for an Item via the API? I want to use this information for calculating the amount of inventory needed to be purchased.

    • Zoho Books | Product updates | October 2025

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From iOS 26 updates to viewing reports as charts, explore the updates designed to enhance your bookkeeping experience. Zoho Books Updates for Apple Devices At WWDC 2025, Apple

    • Improved RingCentral Integration

      We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.

    • Cannot reject empty expense report

      Hello, We are currently having issues with two empty expense reports where if we try to reject them, either manually or through the REST API, we get error 114016, which says some of the expenses have already been billed and must be removed. I'd appreciate

    • 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.

    • Checkboxes not adhering to any policy in mail merge - data from CRM

      I want checkboxes to appear depending on whether the checkbox in the CRM module is ticked or not. However, the tickboxes that appear are either ticked or not, but don't correlate to the actual selections in the CRM module. This is is despite updating

    • Items Landed Cost and Profit?

      Hello, we recently went live with Zoho Inventory, and I have a question about the Landed Cost feature. The FAQ reads: "Tracking the landed cost helps determine the overall cost incurred in procuring the product. This, in turn, helps you to decide the

    • Show elapsed time on the thank-you page?

      Is it possible to display the total time a user spent filling out a Zoho Form on the thank-you? I’d like to show the difference between the `form submission timestamp` and the `start time` (currently have a hidden Date-Time field set to autofill the date

    • CC and/or BCC users in email templates

      I would like the ability to automatically assign a CC and BCC "User (company employee)" into email templates. Specifically, I would like to be able to add the "User who owns the client" as a CC automatically on any interview scheduled or candidate submitted

    • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

      The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Managing addresses

    • Create Contract API Endpoint Unclear "inputfields" Requirements

      Hello, I'm trying to create a Deluge function that accepts inputs from a form in Zoho Creator and creates a barebones contract of a given type. See below for the current code, cleaned of authentication information. // Fetch form data // Hidden field client_name

    • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

      Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals

    • Kaizen #46 - Handling Notes through Zoho CRM API (Part 1/2)

      Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss Handling Notes through Zoho CRM API. What will you learn from this post? Notes in Zoho CRM Working with Notes through Notes APIs 1. Notes in Zoho CRM 1a. Why add Notes to records? Notes are a great way to summarize your observations on customer and prospect interactions and outcomes. By saving notes as CRM data, a sales rep will always be able to keep track of how a sale is progressing. To know more about notes in

    • Marketer's Space - Why email marketing matters in ecommerce (and how to get started with Zoho Campaigns)

      Hello Marketers, Welcome to this week's Marketer's space post. Today, we'll discus why email marketing matters in ecommerce businesses. Running an online store is exciting but challenging. If you're running an online store, you've probably experienced

    • Zoho Campaigns Event timestamps do not propagate to Zoho CRM

      We have integrated Zoho CRM and Zoho Campaigns. But when looking at Contact records, the Campaign event data is missing the actual timestamps: especially when a particular email was sent. They're not in the Campaigns related list, and the cannot be found

    • Kaizen #121 : Customize List Views using Client Script

      Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss how to customize List Views using Client Script. This post will answer the questions Ability to remove public views by the super admin in the Zoho CRM and Is

    • Setting default From address when replying to request

      At the moment, if I want to reply to a request, the From field has three options, company@zohosupport.com, support@company.zohosupport.com, and support@company.com.  The first two are really internal address that should never be seen by the customer and

    • Next Page