Track Zoho Campaign and Workflow sales impact

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• Meyyappan CT

  

• Sticky Posts

• Tip of the week 03 - Sending emails in batches

  Today's marketers not only want their email marketing to be efficient, but also smart. For an email campaign, you may think you have all the essential elements for lead conversion—a big mailing list, an attractive template design, and the most-engaging message content, but after hitting the ‘send’ button, you may not get the expected conversions. Wondering why? Here’s one of the major reasons. Many marketers miss out on sending the email campaign the right way. Did you know that you should not be

• Tip of the week 04 - Know about your recipients' 'prime open time.'

  In today's market, the importance of customer behavior is astounding, with a vast amount of research and resources going into finding how customers make decisions. The process of persuading your customers to open your email and click on your call-to-action becomes easy when you understand the psychology behind their behavioral traits. Time to turn into a psychologist! Let's get to the basics—you want your emails to resonate well with your recipients. So, what's the primary thing involved here? It's

• Zoho Campaigns Expert Diaries on SoundCloud, Spotify, Apple Podcasts, and YouTube

  Hi email champs,  As email marketers, we find great lessons in each other's works—be it the subject lines that worked good, the design that was received well, or the CTA that had the maximum clicks. Email marketing encompasses a wide variety of topics spanning everything from creation and design to development and deliverability.  Here's when we from the Zoho Campaigns team found the need to build an email marketing community comprising of seasoned marketers and email geeks who can help each other

• Email Deliverability Tip #3: Seal the deal with the preheader

  In the last post, we learned about the subject line. Today we'll be learning about the preheader. A preheader is the short text that follows the subject line in an email. The preheader is designed to hint at what your email message is all about. A good preheader should act as a second subject line and convince your contacts to open the email. Now, let's learn the best way to craft a preheader. Your subject line and preheader should work together and accurately convey the gist of your email. Keep

• Tip of the week 15 - Add subscription-preferences option. Drive more engagement.

  If crafting content for emails, getting creatives done, and running email campaigns is your love, then unsubscribes are the heartbreakers.  You can save your emails from being unsubscribed/trashed by adding a proper subscription-preferences option in your emails (works best at the time of signup). Giving subscribers the option to choose what they want to receive from you and decide how often (frequency of the emails) your emails should hit their inboxes will increase the reach of your campaigns manifolds. 

• Recent Topics

• Zoho Thrive is getting a revamp: Here’s what’s changing

  We’re excited to bring you an upgraded Zoho Thrive experience! This update features a more intuitive interface, improved navigation, and enhancements to help you manage your affiliate and loyalty programs with ease. What’s new? A more flexible start:

• Narrow Columns for the Calendar Day View

  Hello Zoho folks, First off thank you for Zoho Bookings! I have a feature request: the ability to adjust the columns width for the calendar Day View. User Story: Given that I am a Zoho Bookings admin And I am logged-in And I have > 5 staff members When

• Using Bookings as a training management system

  I'm looking for a system for my company. We need to be able to give clients a way of booking courses with us from a pre-defined schedule. We'll need for them to be able to book, cancel or amend bookings without manual intervention from our side. The system

• Multi Vendor store

  Are there any options for setting up an online mall or marketplace that supports multiple vendors, like Etsy and Amazon, where a buyer can search across multiple stores within a mall to find products? Each store owner can administer their own products

• Related List Client Script

  Noticed that now we support Related List Client Script. But I cannot find any guidance regarding this. May I know how to capture the chosen value?

• Importing into Multiselect Picklist

  Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For example, if the customer used Thick Turret and Trumpf style but not Thin Turret,

• Limited to one Image Attachment in Service Reports

  The ability to attach multiple before and after pictures of work performed is a vital feature for many field service companies. Current attachment limit is 10MB. When adding an image to the appointment notes field, it is producing an image with an average

• Zoho Forms Layout Limitations Impacting Conversion

  Hi everyone, I’m encountering some challenges with Zoho Forms' design and layout limitations, and I believe this is impacting the conversion rate of our website. Our goal is to capture as much information as possible from leads, but for UI/UX reasons,

• How to add two columns in Zoho forms

  I would like to have two columns in Zoho forms. How can i enable two columns?

• Cancelled appointments still block out timeslot

  I haven't had to test this before, but I've just found a problem. I had an appointment in a certain timeslot, and that appointment was cancelled. However, Bookings won't let another appointment be booked in that slot - it makes that time unavailable until

• Zoho Bookings <> Oulook

  When a user has their Outlook connected to Bookings should it be able to recognise existing meetings and not give those as available options ? If so, how long is the sync time : ie If i were to put a private meeting at 3pm in my Outlook, how long would

• where i can see estimated revenue

• Don't allow scheduling service on same day

  Is there a way when setting up a Service for people to schedule to not allow them to schedule it for the same day, only a future date? We don't want people scheduling their meeting/service without giving us time to prepare for it.

• ZOHO BOOKINGS, Add Contact settings

  How can I edit the add contact form, to change to not mandatory fields email or phone number? thanks

• Zoho Please change your ways

  I started using Your new Zoho bookings in earnest 3 days ago. What a mistake.  Once again, everything is backwards and upside down.  I had to spend 5 hours testing how the thing works in order for me to understand how to acutally use it.  When i started using google calendar years ago.  it took seconds to figure out how it works. Why is that. bc they put everything in places where it makes sense.  Today, I needed to add an appointment as well as a time off.  Stupid me i added the time off first,

• ZOho Booking and CRM integration.

  We are using Zoho Booking wiht Zoho CRM in a custom module. Inside our module we use the option to book a meeting with the customer. This part works great we feed the field to the URL and everything work 100%. Now my issue is that I was not able to find

• cannot link my email to Zoho CRM

  We are reviewing Zoho as we heard it was an easy solution platform, but we have been trying for many days to get anyone at Zoho to schedule call to talk with us. We unsuccessfully have tried multiple times to link email to Zoho. We put in request for

• How do I delete a test email address to which I am supposed to send a test email?

  How do I delete an email address added to a test email recipient that is no longer needed due to resignation or other reasons?

• Happiness Feedback Report

  Hello,  I want to see all the feedback, which has been left on ratings in a report for all past tickets. Unfortunately, the pre-built happiness dashboard only lets you go back one month. When I create a report, I cannot add the column 'feedback' and I

• Interest on late payments

  Is this ever going to be implemented on Zoho Books?  It's particularly annoying as its been working so well on Zoho invoice for the last year or so.

• Awful audio quality

  Hi guys I'm using Zoho Cliq (paid) with my team (remote team : France, Madagascar and Tunisia). Unfortunately, we encounter issues everytime on audio call (and more when we use screenshare) with sound quality, audio lag, etc. We spend loooot of time to

• How do I see what participants see when I am app sharing in a meeting?

  How do I see what participants see when I am app sharing in a meeting? In my view, I only see myself as active, but not the app (keynote on mac)

• Items: Custom lookup field with values from a custom module?

  Use case: I have created a new custom module called Makes to hold the names of thousands of different manufacturers. I am trying to create a custom lookup field for Items that uses the custom module. I am not able to select the custom module for the lookup

• Canva Integration

  Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,

• Clone Entire Zoho Boooks Organization, including all transactions for testing & training

  Can Zoho Books support help with direct cloning of entire Zoho Books & Inventory Organization? including all transactions, just like a copy & paste or disk cloning. Is this possible?

• Can't change login email address in zoho books.

  Hello, Does anyone have any idea how to change login email in zoho books?

• Zoho Site Vs. Wordpress website - which is better ?

  Hi I  have a Wordpress website  hosted at hostgator.   I use zoho CRM  for leads , customers, scheduling , etc.  I am considering moving my website to zoho sites.  What are advantages  and disadvantages to using zoho site compared to a wordpress website? On a scale of 1 to 10 ,  how good is zoho sites?    zoho sites with being found by potential customer searching the web for products , services? I sell and service business phone systems into local markets in California. My goal would be to increase

• Bank Reconciliation Reports Do Not Have the Requisite Information Needed for a Proper Bank Rec Report

  Basic accounting practices for bank reconciliations dictate that bank reconciliation reports have the following components: Date or Period of Reconciliation: The report should clearly state the date for which the reconciliation is being performed, typically

• How to record chargeback in zoho books?

  Hi all, Does anyone know how to record a chargeback transaction in zoho books? Thanks, Mo

• workflow fields before assigning the ticket when the client opens the case by email.

  I want to create a workflow that forces the technician to complete the mandatory fields before assigning the ticket when the client opens the case by email.

• Answer to wrong email address

  Hi Everybody! When we receive a customer request (let's call him Peter) on our info@abc.com mail address, we manually forward the email message to Zoho desk (support@). Of course, sender of that message is info@abc.com and Zoho opens a new ticket with "info" as the contact name and info@abc.com as email address (nobody can blame Zoho for doing that). We then edit the ticket and fill in contact name (Peter), account name (Peter Ltd) and email address (peter@mail.com) of the customer. When we answer

• Zoho Desk nog sending true Gmail

  Desk isn't sending our outgoing e-mail anymore. We can still receive e-mails but not send. I reconnected the email again and disabled the 2FA (to test). If I choose the Desk generated outgoing email address it works just fine. Please assist.

• Add Hebrew Language Support for Zia Auto-Tag in Zoho Desk

  Dear Zoho Desk Team, We hope this message finds you well. We are currently utilizing the Zia Auto-Tag feature in Zoho Desk, which has proven to be quite valuable for categorizing and organizing tickets based on their content. However, we’ve encountered

• Footer: Zoho make a big downgrad with new footer option

  Every post about the new footer function is negative and all say: its a big downgrade. The idea behind this new function was: Make it more simple. Great, now its faster and more simple to add an footer. But nobody from zoho team think about the more bigger

• Need help with Zoho Billing/Subscriptions API

  Hello, We need help in figuring out which APIs to use in the following scenarios to process customer payments and manage subscriptions. When 14 days trial period is over and subscription status in Zoho changes to "TRIAL_EXPIRED" , customer comes back

• Multiple Filters? Question answered many times, but never satisfactorily

  Hi. I love Zoho Creator.   However, I would like to know more about creating a view that allows users to easily filter the records, using several filters at once.   I know many people have asked this before, and mostly the answer given is "Use the search function, and search in each column for the required parameter"   However, this is not a satisfactory solution for a number of reasons:   1) You have to know the exact value to search for (sometimes the value might be a two or three word answer)

• Sendmail with filtered report as attachment - Best practice ?

  Salut, I am scripting sendmail workflows with reports attached. I need those reports to be filtered. For example, a 10 subrows order would have 3 different suppliers, and I want those 3 suppliers to receive a copy of the order with only the subrows related

• Issues w/ Screen Share & Accessing via Mobile Web Browsers

  1. How do I share my screen while still seeing video of myself & paticipants without rebroadcasting the participant video feeds? All other video conferencing tools provide this feature so not sure if it's a setting I'm missing or a programming oversight. 2. How do I know what screen/application I'm sharing? After selecting the screen/application a notice appears however it is appears on the wrong screen leading to confusion about what participants can actually see.  3. How to I allow participants

• Time Limited Coupon or Expiring Link in Workflows

  I would like to see a feature where I can include a time limited link in Workflow Campaigns. For example: I could link to a sales page with a discount and set the link to expire after 24h. The link would be generated by Campaigns for each campaign sent

• Option to duplicate views ( ticket and others)

  Hello, I would like to ask for the option to duplicates views, especially ticket views. Often we need to use the views for very particular information, including filtering out custom data. It would be great to allow duplicate an existing View, so it can

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