Tip of the week 20 - 'Custom Roles' and 'Access Privileges' for a flexible email marketing

Tip of the week 20 - 'Custom Roles' and 'Access Privileges' for a flexible email marketing



Email marketing is adopted by many industries and it's the most-sought-after channel for engagement. For each organization, there are different teams that send out emails. With multiple team members handling the same email marketing account, there's a need for flexibility and a tailored means to use the product in a way that's convenient for each of them. 

Suppose you belong to a five-membered team, comprising of a developer, visual designer, tester, support expert, and yourself, the marketer. While a marketer has to predominantly garner the list information, manage the mailing lists, curate the content, and schedule the campaigns, others in the team may have different purposes to contribute. That is, in the case of the designer in your team, they help you in coming up with visually-good templates. They need access only to the design-related areas in the email marketing product, unlike a marketer like you who needs access to almost every feature of the product. So, the way you use the product is completely different from the way your designer might use.

At times like this, it's important for an email marketing product to allow for different users to use it in a way that's relevant to them. By assigning 'roles' and setting access 'privileges' to your team members, you can make sure that:

- All your account information is safe and prevented from mishandling.
- You use a single email marketing account with multiple permission-based access controls.
-  Create specific roles based on the dynamic needs of your team.

With that said, here's the tip for this week:




P.S. Try out the 'Roles and Privileges' option in Zoho Campaigns. There's a small tutorial on how to create a 'custom role' and assign 'privileges' in the comments section. 

Cheers,
Aishwarya 

    Access your files securely from anywhere









                          Zoho Developer Community




                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts



                                                          • 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. 


                                                          Manage your brands on social media



                                                                Zoho TeamInbox Resources



                                                                    Zoho CRM Plus Resources

                                                                      Zoho Books Resources


                                                                        Zoho Subscriptions Resources

                                                                          Zoho Projects Resources


                                                                            Zoho Sprints Resources


                                                                              Qntrl Resources


                                                                                Zoho Creator Resources



                                                                                    Zoho CRM Resources

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources

                                                                                            Zoho Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ






                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • Unable to confirm Super Admin assignment — confirmation button not working

                                                                                                            I’m trying to change the roles within my organization. I am currently a super admin and would like to add another user as a super admin. When I attempt to confirm the action, a screen appears asking for my password to verify my identity. However, when
                                                                                                          • Delegates should be able to delete expenses

                                                                                                            I understand the data integrity of this request. It would be nice if there was a toggle switch in the Policy setting that would allow a delegate to delete expenses from their managers account. Some managers here never touch their expense reports, and
                                                                                                          • Let's Talk Recruit: Meet Zia your all-in-one AI assistant (Part-2)

                                                                                                            Welcome back to Let’s Talk Recruit series. In Part 1, we introduced Zia and how AI is reshaping the way recruiters work. This time, we’re taking a closer look at how far Zia has come and how each update continues to simplify your everyday tasks. When
                                                                                                          • Function #9: Copy attachments of Sales Order to Purchase Order on conversion

                                                                                                            This week, we have written a custom function that automatically copies the attachments uploaded for a sales order to the corresponding purchase order after you convert it. Here's how to configure it in your Zoho Books organization. Custom Function: Hit
                                                                                                          • How to use Rollup Summary in a Formula Field?

                                                                                                            I created a Rollup Summary (Decimal) field in my module, and it shows values correctly. When I try to reference it in a Formula Field (e.g. ${Deals.Partners_Requested} - ${Deals.Partners_Paid}), I get the error that the field can’t be found. Is it possible
                                                                                                          • Kaizen #8 - Handling Recurrence and Participants in the Events Module via API

                                                                                                            Hello everyone! We are back this week with an exciting post—Handling recurrence and participants in the Events module through API. First things first—What is the Events module? "Events" is a part of the Activities module in Zoho CRM.  An event is an activity that happens at a given place and time. You can find Events on the user's Zoho CRM's home page, Activities home page, Calendar, and in other related records. What are the types of Events? Events are of two types—Recurring and non-recurring events.
                                                                                                          • Marketer’s Space - Get Holiday-Ready with Zoho Campaigns

                                                                                                            Hello marketers, Welcome back to another post in Marketer’s Space! Q4 is packed with opportunities to connect with your audience - from Halloween, Black Friday, and Cyber Monday, to Thanksgiving, Christmas, and New Year. In this post, we’ll look at how
                                                                                                          • Personalized demo

                                                                                                            can I know more about the personalized demo we are construction company and
                                                                                                          • User Filter not selecting All Items

                                                                                                            We are encountering 2 issues when using the user filter. When users are trying to search using the filter option, the OK button is grayed out. Users have to unselect or make a change before it filters properly. 2. When filtering and the OK button works,
                                                                                                          • Can I collect email addresses in a form??

                                                                                                            Can I add new subscribers to my email list (hosted in FloDesk) when they check a box and add their email address on a Zoho form?
                                                                                                          • Zoho CRM Android app updates: Kiosk and multiple file upload support for subforms

                                                                                                            Hello everyone, We've rolled out new enhancements to the Zoho CRM Android app to bring better mobile CRM experience and efficiency. Let's take a quick look at what's new: Kiosk Multiple file uploads for subforms Kiosk Kiosk is a no-code tool in Zoho CRM
                                                                                                          • Alerts for mentions in comments

                                                                                                            We are testing the use of Writer internally and found that when a user is mentioned in a comment, there is no email alert for the mention. Is this something that's configurable, and if so, where can we enable this option?
                                                                                                          • Subform Disabled Fields Should Remain Disabled on Edit/View

                                                                                                            Currently, when we disable a subform field using on user input or on add new row, it works perfectly during the initial data entry. However, when the record is saved and reopened for viewing or editing, these disabled fields become editable again. This
                                                                                                          • Weekly Tips: Manage External Images in Zoho Mail

                                                                                                            When you receive emails every day, whether from clients, newsletters, or services, many of them contain external images that automatically load when you open the message. While this can make emails look more engaging, it can also impact your privacy and
                                                                                                          • Is it really true that I can't set the default 'deposit to' account in 2025?

                                                                                                            I've been using Books for 7 years and the default account has never been a problem. I usually manually reconcile invoices and have never had a thought about which account. It has always been my account. However, I recently noticed that for the past 4
                                                                                                          • Standard Payment Term is not pulled from account to quotation

                                                                                                            Hey Team There seems to be something off. I do have "Net 30" as my default payment term in Zoho Books for my customers. If, from the customer overview or quote section, I create a new Quotation, the payment terms field stays blank and doesn't get the
                                                                                                          • OAuth integration issues

                                                                                                            I'm experiencing persistent OAuth errors when trying to connect Make with Zoho API. I've tried multiple approaches but keep encountering the following issues: First error: 'Invalid Redirect Uri - Redirect URI passed does not match with the one configured'
                                                                                                          • Zoho Mail Android app update: Manage folders

                                                                                                            Hello everyone! In the latest version(v2.9) of the Zoho Mail Android app update, we have brought in support for an option to manage folders. You can now create, edit, and delete folders from within the mobile app. You can also manage folders for the POP
                                                                                                          • Shortcut to fill a range of cells

                                                                                                            Good evening: I'm writing because I haven't been able to find a feature that allows you to select a range of cells, type in one of them, and then use a key combination to type in all of them. In Excel, the keyboard shortcut is Ctrl+Enter. I haven't found
                                                                                                          • Get Zoho Mail API working (including DRE Connector, Oauth Token, ZUID, ZOID & ACCOUNT_ID)

                                                                                                            Disclaimer: I’m not a professional coder! Do you need to use Zoho Mail API? Me too. It lets you do all sorts of things — like reading the complete header of an email, or forwarding an email with its attachments — which is what I wanted to do. But setting
                                                                                                          • Revenue Deferrals

                                                                                                            Does ZOHO books and subscriptions handle Revenue Deferrals?   
                                                                                                          • Can I make a website open inside Zoho whenever I log in?

                                                                                                            Hi Zoho Team, Every day, I check a few websites for updates, for example, Rojgar--result, where I see the latest government job results and notifications. I was wondering if there’s any option in Zoho to make a website like that open inside Zoho whenever
                                                                                                          • Zoho Analytics & SQL Server - Live connect

                                                                                                            Below are the steps I did Created a fresh database and table in my own virtual server Created a new data source connection with live connect I was able to select the tables and created the data source successfully I am getting the error when I try to
                                                                                                          • Kaizen #214 - Workflow APIs - Part 2

                                                                                                            Welcome back to another week of Kaizen! Last week, we discussed how Zylker Cloud Services used the Workflow APIs to discover and audit all the automations in their CRM, listing every workflow, checking triggers, and understanding their automation limits.
                                                                                                          • Playback and Management Enhancements for Zoho Quartz Recordings

                                                                                                            Hello Zoho Team, We hope you're all doing well. We would like to submit a feature request related to Zoho Quartz, the tool used to record and share browser sessions with Zoho Support. 🎯 Current Functionality As of now, Zoho Quartz allows users to record
                                                                                                          • Zoho CRM Community Digest - September P1 | 2025

                                                                                                            Hello Everyone! September's Here! Before we jump into product updates, and community highlights, here's a quick spotlight! Zoho has launched a Professional Sales Rep Certification course on Coursera, tailored for sales professionals to strengthen their
                                                                                                          • Upload my theme.

                                                                                                            Hello. I would like to upload my own theme, this one: https://themeforest.net/item/panagea-travel-and-tours-listings-template/21957086 Is it compatible and where I upload it? If not I will hire a developer, what do I have to ask when I search for one?
                                                                                                          • Explore the Redesigned Quotes Module in Zoho Billing

                                                                                                            Dear users, We’re excited to introduce a refreshed look for the Quotes details page in Zoho Billing! This update brings you a more efficient user interface experience without changing your existing workflow. We've enhanced layouts with organized tabs,
                                                                                                          • Default/Private Departments in Zoho Desk

                                                                                                            1) How does one configure a department to be private? 2) Also, how does one change the default department? 1) On the list of my company's Zoho Departments, I see that we have a default department, but I am unable to choose which department should be default. 2) From the Zoho documentation I see that in order to create a private department, one should uncheck "Display in customer portal" on the Add Department screen. However, is there a way to change this setting after the department has been created?
                                                                                                          • Product Updates in Zoho Workplace applications | September 2025

                                                                                                            Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this September. Zoho Mail Attach email as EML file in Compose Effortlessly attach emails as EML file in Compose by simply
                                                                                                          • 🤝 Rencontres, partage et inspiration au Zoho Community Meetup de novembre

                                                                                                            Chers utilisateurs, Bonne nouvelle 🎉 : notre Meetup Zoho Community approche, et nous serions ravis de vous y voir ! 📍 Toulouse : le 25 novembre 📍 Lyon : le 27 novembre (🎯 Il ne reste que quelques places !) Que vous soyez débutant ou utilisateur avancé,
                                                                                                          • Need Help Mapping GST Registration Number Field Between Zoho Books & Zoho CRM + Slow Sync Issues

                                                                                                            am facing an issue with field mapping between Zoho Books and Zoho CRM. I want to map the GST Registration Number field from the Customer module in Zoho Books to a custom GST field inside the Accounts module in Zoho CRM. However, I am getting a warning
                                                                                                          • Notification received when self-assigning tickets

                                                                                                            When I assign tickets in Zoho Desk the relevant agent gets a notification email. When assigning myself a ticket in Zoho Desk, I get a notification email. Now, as I am the person who assigned the ticket to myself, getting a notification in this regard
                                                                                                          • Nouveauté dans Zoho Writer - Création de documents et de modèles assistée par l'IA

                                                                                                            Zia, l’assistant IA de Zoho Writer, soutient les utilisateurs dans l’amélioration de leur écriture et la création de contenus : correction orthographique et grammaticale en temps réel, suggestions adaptées au contexte, détection du plagiat, révisions
                                                                                                          • When moments in customer support get "spooky"

                                                                                                            It’s Halloween again! Halloween is celebrated with spooky symbols and meanings based on history and traditions, with each region adding its own special touch. While we were kids, we would dress up in costumes along with friends, attend parties, and enjoy
                                                                                                          • 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
                                                                                                          • Integrate your Outlook/ Office 365 inbox with Zoho CRM via Graph API

                                                                                                            Hello folks, In addition to the existing IMAP and POP options, you can now integrate your Outlook/Office 365 inbox with Zoho CRM via Graph API. Why did we add this option? Microsoft Graph API offers a single endpoint to access data from across Microsoft’s
                                                                                                          • Disable Buttons for Users with Profiles without permission

                                                                                                            Hey, I've noticed that users without permission of setting up things in the marketplace, can still see the icon: On a click, you see this: It would be way better, if they couldn't see this menu icon at all. (Aside from the fact that it completely misplaced
                                                                                                          • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

                                                                                                            Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able
                                                                                                          • Zoho製品と生成AIツールの活用について

                                                                                                            いつもありがとうございます。 弊社では、Zoho Oneを契約し、CRMを軸として、見込み客の管理から商談、その後の受注や請求の管理、サポート業務(Desk)、業務データのレポーティング(Analytics)などを行っております。 Zohoサービス自体には、Ziaというツールが搭載されているかと存じますが、それ以外の外部の生成AIツールと連携した活用などもできるのでしょうか?具体的には、CopilotなどがZohoに登録されているデータや情報を見て、対話型で必要なデータを提示してくれたり、商談や蓄積されたメモなどを分析してユーザが知見を得られるような活用ができないか、と考えております。
                                                                                                          • Next Page