Tip of the Week - Extracting Data from JSON Columns
Let's say you are importing a CSV or Excel file into Zoho Analytics. What if the file contains a few columns in JSON format? This is where Zoho DataPrep, embedded right within Zoho Analytics, comes in handy. This week's tip explains how to extract data
Tip of the Week - Timeline User Filter for Dashboard
Does the Date User Filter in your Dashboard leave out a few reports from filtering? This happens when the reports are not created over the same table and the (time) column over which the user filter is created. To solve this, Zoho Reports has a Timeline User Filter. This filter applies the criteria on all reports, matching it with the best possible date column associated with a report. i.e., if your reports are based on a date column, then it will filter it for that data column. To know more on
Email marketing activities for the 2022 holiday season
If you're an email marketer and you're finding it difficult to gather and plan email campaigns around this holiday season, here are some ideas to target each audience during each holiday or festival. Customers expect to see emails on special offers
Tip of the Week - Dynamic URLs for Business Applications
Interactive data visualizations and dashboards help uncover and understand insights instantly. The dashboards created will be viewed and accessed by other organization members, so it's imperative for the dashboards and reports to be interactive. This
Tip of the Week - Split Columns in Zoho Analytics Table
Want to split a column containing distinct values into multiple columns in your Zoho Analytics table? The below video demonstrates how you can split columns in a Zoho Analytics table.
Tip of the Week - Geo Chart from Text Column
When your dataset contains geographical data columns (continent, country, county, state or city), Zoho Analytics automatically sets them to the corresponding Geo data type. However, there may be cases where the auto-identification may not happen. Like when too many data values are mis-spelt, or are empty, the Geo column may get identified as a Text column. You can still use the Text column and specify it as Geo data type in the Chart editor. The following animation explains how this is done (creating
Tip of the Week - Embed View into Zoho CRM with Dynamic Filter
You can embed the views created in Zoho Analytics into Zoho CRM as a Web Tab using the Permalink of the view. Zoho Analytics allows you to dynamically filter your embedded views based on the user logged in. You can achieve this using Variable. Using Variables you can embed the same report with different filters for each user thereby controlling the data that could be accessed by the users dynamically. The following video illustrates how to embed with a dynamic filter based on the users' email address.
Tip of the Week: Forecasting with what-if analysis
You make challenging decisions in your business everyday. These decisions, good or bad, determine the future of your business. Good decision-making often involves guess work—you guess the outcome of your actions against various external factors. Wouldn't
Tip of the Week: Moving Calculation with Dynamic Window
Moving Calculations are ideal for analyzing data sets that fluctuate a lot. Be it stock prices, temperature, or daily sales trend, moving calculation allows you to identify the trend. It smoothens the noise of the random short-term fluctuations from your
Tip of the Week: Embed Ask Zia
Do you know that you can analyze your data right in your environment? Yes. Ask Zia, your smart BI assistant can help you do this. Embed Ask Zia in your sites and ask anything over your data, Ask Zia can hold a meaningful conversation with you and answer
Tip of the week 02 - The art of 'seeing' your leads
What's the last page that your lead visited before signing up for your brand? What was the page that first convinced your lead to explore more about you? Where are your leads coming in from? Well, these are some perennial questions today's marketers live upon. And, knowing the answers to these questions is crucial, considering the vitality of leads in every business. In the journey of finding lead opportunities, it's important to understand that every detail about a lead is useful. While the channels
Tip of the Week: Exclude from Dashboard Filter
Sometimes you want your reports to remain unchanged regardless of the filters applied in your dashboard. For example, if you have a report comparing current and previous year performance, filtering by year will make it lose its purpose. In Zoho Reports, you can easily choose to exclude a particular report in a dashboard from getting filtered using the Exclude Dashboard Filter option.
Tip of the Week: Monitor your Business with Data Alerts
Data alerts are the go-to solution when it comes to enhanced monitoring of a business. They help us identify the outliers, the anomalies, unusual potentially dangerous circumstances, and take decisions swiftly. For example, using data alerts you can start
Tip of the week 41- Effective email list segmentation: The basics
Email list segmentation is to help email marketers realize that all contacts are unique, each of them having their own interests and preferences. Once you've identified the target market, you've laid a solid foundation for your email marketing strategies—email opens, click-through and conversions. In Zoho Campaigns, creating sub-sets for your list of contacts is done with the help of standard and bulk segmentation. With bulk segmentation, long and bulky lists are easily segmented. All you have
Tip of the Week - Report as Filter
" My dashboard is comprised of marketing data from multiple countries. I want the countries plotted in the reports to act as filters. Say, when I click on a particular country name, I want only the values corresponding to this country to be displayed
Tip of the week 95 - 5 Mother's Day email marketing strategies for 2022
Note: Before attempting to send emails, make sure to check with your contacts if they'd like to receive Mother's Day emails because it might turn out to be sensitive or emotional to a few. The Greeting Card Association estimates that more than 150 million
Tip #8: How to create and manage Tasks from an email in Zoho Mail
Often we all receive our tasks via emails. Zoho Mail provides a simple way to easily manage such tasks and have them linked to the original emails. You can create Tasks from emails, post them in groups, assign it to someone, and discuss about the Tasks using comments. Steps to create Tasks from emails and collaborate with them: Right click on the email from which you want to create the task. Choose the option Add to >> Tasks from the menu. Add Task dialog appears with the Subject of email as
Tip of the Week - Customizing the Fiscal Calendar
Does your company’s fiscal year start in a month other than January? Do you have issues determining the outcome of the reports for your organization with a custom fiscal year? No worries. Zoho Analytics provides options to customize the fiscal year to attune with your company’s calendar. Not only year, the starting day of your week can be customized too. Let us see how to set the fiscal year and week in the below animation.
Tip of the week 93 - Re-enrolment feature in Zoho Campaigns
What can be better than reaching out to the maximum contacts in your mailing list? It is to include even those who have shifted from your engagement strategies midway. Now, as an email marketer, you have heavily relied on automation. After all, it
Tip of the week 75 - 5 tips to design your holiday email templates in 2020
The festive season has just begun and so you will definitely have to send a lot more emails to your customers. All these emails should be designed in a way to convey the spirit of holidays. So, let's take a look at a few of the tips that could help you
Tip of the week 76 - Email marketing strategies to grow in 2021
2020 is the year that made us believe strongly that email communication, is effective for B2B as well as B2C companies, even during the unprecedented times. Once you've a list of contacts to send emails, you can try a variety of things to engage with
Tip of the Week - Customized User Filters for Views in Dashboard
Did you know that you can associate/disassociate user filters with the reports in your dashboard? Zoho Analytics allows you to include/exclude user filters for the views in the dashboard. Say, you have multiple reports in your dashboard and you do not
Tip of the Week : Show the Conversion Rate
Do you want to know the overall conversion rate of your sales funnel? This can easily be done in Zoho Reports with a few clicks. The funnel chart in general, will show the progressive conversion rate of each stage, using the Show Convertion Rate option in Charts Settings. Zoho Reports enables you to calculate the overall conversion rate by comparing the first stage and the last stage in the funnel. The below gif shows how to add the conversion rate to your funnel chart.
Holiday email tips: 5 deliverability questions to answer
Choosing the right email strategy during the holidays might often appear to be difficult. And after deciding the marketing strategies, the main aim of every email marketer is to deliver the messages to contacts. However, this sometimes becomes a tedious
Tip of the week #14: Respond to event invites in Zoho Calendar.
The term RSVP is the abbreviation of the French phrase “répondez s’il vous plaît” (please respond). An RSVP is a polite request for you to inform the host whether or not you’ll be attending their event so they can plan accordingly. This will in turn help
Tip of the Week - Adding a Target Line in Your Chart
How far have you progressed? Have you reached the target or are you falling behind? Want to mark your milestones in a chart? You can do all this easily using Thresholds . Zoho Reports allows adding up to four thresholds in a chart. With this, you can track whether your data trends between the expected ranges. To add a threshold to your chart, click Settings at the top right and then open the Threshold tab. You can specify a static value to mark the milestone in the chart as the threshold. You
Tip of the week 85 - Collecting feedback via emails: 3 things to consider
By this time we all know that embedding polls or surveys in your emails is one of the most preferred ways for email marketers to know what's in the mind of their recipients. Well, we conducted a poll on our Twitter handle and the results proved it right
Tip of the week 21 - Let subscribers know about your company's terms.
Building a target audience might be right up your alley, but before that, have you taken some time to check if your subscribers are well-informed about your organization? While people subscribe to your newsletters, offers, or any deliverables, it's important for them to know what they're complying to, when they choose your brand. Telling your subscribers about how their data would be processed is an effective way of building a trustable relationship with them. By maintaining a transparent engagement
Tip of the Week - Edit Aggregate Formulas from your Report Designer
Did you know that you can edit your aggregate formulas from your report designer area? You do not have to navigate between tabs to edit your aggregate formula while working on your report creation. Let us see how this can be done. On the left panel of
Tip of the week 81 - Tips to plan out an effective nurture series
A nurture series in email marketing revolves around a journey. One that might aim at converting contacts into buyers. Even though its eventual focus is to initiate sales, its main purpose is often governed by informative content and actionable elements.
Tip #10: How to use 'Notes' more effectively - Notes in Zoho Mail
Creating lot of notes for different purposes? Finding it difficult to organize the notes created. Worry no more. Just create 'Books' to organize a set of 'Notes' of similar category. In each group and your personal Notes section, you can create Books and categorize your Notes better under the relevant books. Steps to create a Notebook: Navigate to the Notes application in your inbox. Right click either My Notes or any of the groups that you're a part of. Select Create Book from the options listed.
Tip of the week 80 - 3 tips to craft emails for inactive contacts
Many people often wonder about content that needs to be sent to inactive contacts. This is as important as sending emails to your active contacts. However, you never know whether an inactive contact would decide to move out from your list or stay for
Tip of the week 78: Sharing website updates via emails
Article's cover image Have you come across sites that aggregate news on a particular topic from across the internet? If yes, you've already got a first-hand impression of what we are going to discuss today. Really Simple Syndication (RSS) is a technology
Tip of the week 77- Efficient use of time in email marketing
Engagement in email marketing is a lot dependent on time. The timeliness and frequency of your email campaigns can work as a bridge between you and the email recipients. There are two areas that you must cover in order to achieve time-based email marketing
Tip of the Week : Moving Calculation
With some datasets, you may find it difficult to comprehend the general trend. This is because the data points can fluctuate widely. Take for example website page visits, ad impressions, or stock prices. They vary continuously, and this is where Moving Calculation can help you see the trend more easily. Moving Calculation averages the values over a specified time span, with a more smooth curve. The below recording shows how you can create a 30 day moving average curve. The summary function selected
Tip of the week 42- 5 Tips to expand your email list
Suppose your work is making too many phone calls to different people. What becomes the most essential component in your work then? It's simple, your contact list. What then is the most important component in the work of an email marketer? You guessed it right, again the winner is, 'contact list.' What misfortune can befall on an email marketer with a low or limited number of contact lists? It will be like being a sailor and moving around an island repeatedly. It doesn't really expand the
Tip of the week 56 - Tried-and-true tips for remote working in email marketing
In these days, we're all thinking about how to stay productive and creative during this new lifestyle that COVID -19 alarmed us. And, since we are a cloud-based marketing software, we've a few tips and tricks that will help you to live up to your expectations during these remote working days. Here are a few methods that email marketers can try to adopt a smooth and flexible style of email marketing. Make sure that your email marketing software has got the following capabilities to solve the core
Tip of the week 55- When can 'sender address' and 'reply to address' be different?
Well, it is not, especially when you are a part of an organisation that has clear demarcations between, administration, support, marketing and sales teams. Why so? It is because, emails sent from one department or an individual might be marketing or sales oriented but the feedback can be received by a concerned department which regularly looks into such contents concerning doubts. It is very often the scenario that a sales email sent to a group of people might trigger some counter reactions. The
Tip of the week 27 - 3 ways to engage customers via email marketing
Customer engagement is the most essential when it comes to business, yes!? The benefits of engaging customers, in Email Marketing, ranges from improving customer relationship to growing business revenue by creating a clean email list, increasing the email delivery rate, etc. Here's to encourage marketers to grab the essence in improving engagement strategies with customers. If you are ready, now is the right time to strike out the below "ARC". Appreciations - Foremost, closing your deals should
Tip of the week 53- Seven tips to make 2020 the best email marketing year yet.
Mobile friendly emails on the go: Make your emails campaigns compatible with different devices, especially mobiles. Factors such as email width, misalignment in the format of the template are just some of the disruptions you can face. Use pre-loaded templates and stay safe while reaching a larger spectrum of audience who open their emails from mobile phones. Minimalist content is best content: Craft contents which say a lot with very less effort. People today prefer not to spare the extra minutes
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