Community Learning Series | Digest #4 - August 2020

Community Learning Series | Digest #4 - August 2020

Dear customers,


We hope you're staying safe and healthy.

I'm happy to bring you the fourth edition of our #CommunityDigest with some brand-new updates from us.


1. Daily Business Updates (for Android users)

The Zoho Subscriptions Android app has got a cool new update: You can now get a push notification to your smartphone that lets you know how many activations and cancellations have taken place, and what's the net revenue for the previous day. The best part is, you can tell the app when exactly you want this notification to be sent, and the app will do just that!

This is available from our latest Android app version 1.18.3. You can scan this QR code from your smartphone to download or upgrade to the latest version (or you can use this direct download link). If you've tried this already, do let us know your feedback in the comments.



To our iOS users, we are building something you'd absolutely love! We're waiting for the iOS14 release just like you. Stay tuned :)

2. What's new in Zoho Subscriptions

From Direct Debit payments via hosted pages to a one-click 'share' option for hosted pages, check out all our latest updates from this post.

3. Tips and Tricks

In the previous digest, we looked at sending SMS reminders for your subscription business. For this edition, we have something really interesting, especially for subscription businesses.

As the chances of dealing with the same customers over and over are higher for subscription businesses, word of mouth plays a crucial role in customer acquisition. This is just one of the reasons why you should have a referral system in place.

So, here's
Tip #4:
How to implement a Refer & Earn workflow for your subscription business (with step-by-step instructions)

4. Integration Spotlight

We are glad to announce that Zoho Subscriptions is officially listed on Zoho Marketplace! This is to expand the integration capability of Zoho Subscriptions even more, so that you can connect it with any of your existing app.

With that said, we are open to suggestions and ideas. If you wish to integrate any of your existing business apps with Zoho Subscriptions, do let us know in the comments, briefly explaining the use case as well. We'll make sure to follow up and get it done for you!

5. Customer Corner

Meet Gaurav Doshi, Founder & CEO of Edmingle, a fast-growing Edutech firm based out of India.

By setting up proper workflows and mechanisms in place, Edmingle has grown 10x in the past three years and Gaurav says "Zoho Subscriptions saves me at least 90 hours a month that would have been spent on manual billing processes and follow-ups, which is the biggest ROI I get from Zoho." Read their complete story here.

6. Video Guides

From this month, we've planned to bring you some short videos to help you set up your Zoho Subscriptions account and tailor the app to your business requirements.

Here's our first playlist: Getting started with Zoho Subscriptions. Or if you'd like to find them on Twitter, follow the hashtag #SimplifySubscriptions to find videos that can help you use Zoho Subscriptions better.
Stay tuned for our next edition of #CommunityDigest!

You can follow us on
Twitter, Instagram, or Facebook to stay up to date.

Did you enjoy this month's digest? Would any other information be useful to you? Let us know in the comments, so we can continue to provide the information you're looking for each month.

Until next time,
Harikrishna
Customer Relations | Zoho Subscriptions

    • Sticky Posts

    • Community Learning Series | Digest #5 — September 2020

      Dear customers, We're happy to bring you the September edition of our #CommunityDigest! Keep track of your subscription KPIs right from your smartphone: Last month, we enhanced our Android mobile app to help our customers get daily updates on their business health. We got to know from a lot of customers that this has made their job much more easier because they no longer have to keep a reminder to manually check on the previous day's revenue or activations. If you have not downloaded it yet, here's
    • Community Learning Series | Digest #4 - August 2020

      Dear customers, We hope you're staying safe and healthy. I'm happy to bring you the fourth edition of our #CommunityDigest with some brand-new updates from us. 1. Daily Business Updates (for Android users) The Zoho Subscriptions Android app has got a cool new update: You can now get a push notification to your smartphone that lets you know how many activations and cancellations have taken place, and what's the net revenue for the previous day. The best part is, you can tell the app when exactly you
    • Community Learning Series | Digest #3 - July 2020

      Dear customers, We hope you're staying safe and healthy. We're glad to bring you the July edition of our #CommunityDigest. New community members can view our previous newsletters here. This time, we have two major updates and three interesting topics for you: 1. Zoho Subscriptions Developer Community Since the inception of Zoho Subscriptions, our team believed that the recurring billing platform we provide should be able to offer an extensive API library that empowers businesses to automate most
    • Introducing: Community Learning Series | Digest #1 - May 2020

      Dear customers, We hope you are staying safe and healthy. Helping businesses manage their customer subscriptions more efficiently has always been, and always will be, our goal at Zoho Subscriptions. We strongly believe this is possible if we grow together as a community and share what we know with each other. To nurture this shared learning experience, here is our brand-new Community Learning Series! ​ Welcome to the first edition of our digest! Each edition of our community digest includes guides
    • Recent Topics

    • How to Open Google Takeout and Thunderbird MBOX Files?

      MBOX files are used by email clients and services, such as Google Takeout and Mozilla Thunderbird, to store email messages. It can, however, be difficult to open such files if you don't have an email programme that is compatible. Google Takeout enables
    • Convert MBOX to PDF Free on Mac and Windows

      MBOX files are widely used for storing email messages in email clients such as Thunderbird, Apple Mail, and other programs that support the MBOX format. Although this format is useful for handling emails, it can at times be inconvenient to access the
    • How to Convert Apple Mac Mail to PST for Outlook for Free?

      Apple Mail is a widely used email program among Mac users, but what do you do if you want to transfer your emails to Microsoft Outlook? In such a situation—for example, when you are moving from a Mac to a Windows computer or when you need to use Outlook
    • Cannot apply tags to multiple items at once

      It is very frustrating needing to apply tags to notes individually. Even worse that it takes multiple clicks to do it. Can there please be an update to: 1.) Allow us to apply tags to batches of notes in one go. 2.) Make it less clicks to add a tag 3.)
    • Automating CRM backup storage?

      Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
    • not able to convert pdf to jpg and other forms and vice versa.

      i want to change my pdf to jpg, word, etc and some times jpg to pdf. i don't know how to do in this.
    • Changing an existing item to different accounts & inventory-tracked

      Hi everyone, I have an item in Zoho Books that was originally set up as a non-inventory item. Over time, I associated it with different sales and purchase accounts, and I now have many invoices, bills, and reports that use this item. My business process
    • Address limits per customer by edition

      I’m on the Standard edition and have reached a limit of 30 addresses under a single customer. Before I move to an annual Professional subscription, I need to confirm the following: What is the maximum number of addresses allowed under one contact, and
    • How to Convert Emails to PDF Format in Batch

      It is helpful to convert emails into PDF format when you want to save important messages, when you need to share business correspondence, or when you wish to keep email records for future reference. PDF files can be readily opened, printed, and shared
    • Months of WooCommerce–Zoho Inventory sync failures and repeated support requests – has anyone experienced this?

      Months of WooCommerce–Zoho Inventory sync failures and repeated support requests – has anyone experienced this? I run a small retail business using WooCommerce and Zoho One. For months, I have been trying to resolve recurring synchronisation failures
    • Function #24: Automatically display deal name from Zoho CRM on quotes in Zoho Books

      Deals allow businesses to organize and visualize their sales pipeline. This provides a clear overview of all potential opportunities and helps in making informed decisions. Zoho CRM empowers you to create deals or potentials for your clients and monitor
    • Lookups and Custom Modules

      I created a Custom Module that I'm calling "Item Purchasing Group". This module will store information for groups of Items that must be purchased together (including minimum overall quantities and/or values, etc.). This will have a one-to-many relationship
    • Zoho Books | Product updates | October 2026

      Hello users, October brings a range of new features and enhancements to Zoho Books, designed to simplify compliance, streamline accounting workflows, and improve inventory management. From the launch of the Nigeria Edition and France’s e-invoicing capabilities
    • Create custom rollup summary fields in Zoho CRM

      Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
    • Button or Links order

      Is there a way to re-order the buttons or links that are created? Moderation Update: With our recent enhancement to custom button creation from the layout editor, administrators can now reorder custom buttons directly from the layout editor, and this
    • Zoho Books | Product updates | August 2026

      Hello users, July has been an exciting month for Zoho Books! This month, we're excited to introduce HTML PDF Templates, Placeholders as Pills, expanded approval workflows for Sales Returns and Journals, and significant compliance updates across the India,
    • Bulk updating tags

      My organisation handles a number of restricted funds. We previously did this by having a chart of accounts where each restricted fund has its own income and expense accounts. However, our accountant changed this, moving all transactions into accounts
    • Download or Backup Bulk Emails from IMAP Server

      Taking email messages from an IMAP server and saving them is a wise method for ensuring that important emails are kept safe and easy to access. No matter whether you have a business email address or a personal mailbox, keeping a local copy of your emails
    • Zoho Writer Label Template Merge/Print Via API/Webhook/Flow

      Short version of goal: To be able to kick off a Zoho Writer Label Template Document via API or Webhook or even using Zoho Flow. As of right now I have been unable to figure out a way to do that. Long version of goal: We would like to press a button (run
    • Kaizen #263: Using Zoho CRM Skill to Build Widgets

      Hello everyone! Welcome back to another exciting Kaizen post. In the previous Kaizen posts, we introduced the zoho-crm skill.md and explored how it can help with Zoho CRM APIs, Client Scripts, complex COQL queries, and Skill to build Queries. In this
    • Zoho notebook No login

      Hello Team, I recently downloaded and installed the latest version of zoho notebook for windows. But I am not able to login without providing any sso or email address. Did you removed the no login feature for this app? This is just a windows app. can
    • Search is completely broken for PC

      I go to note, try to search for "mtga" and it shows 702 results (it's a big note), highlights all letters "m" and I can't find anything. Same for "gathering" - it thinkgs I think only for "g". Looking for "zoho" shows as if I searched only for "z". Using
    • Losing description after merging tickets

      Hello, We merge tickets when they are about the same topic from the same client. It happens sometimes. We recently noticed that after the merger only the description from the master ticket is left in a thread. And the slave-ticket description is erased.
    • Behind a great customer experience is a team

      Hi everyone, October is here, and the first week marks the Customer service week. Each year, we thank our customer service professionals. Service professionals are all around us, even in our own workplaces: They handle essential administrative work like
    • What's New - August and September 2026 | Zoho Backstage

      Hello everyone, August and September bring a fresh wave of intelligence to Zoho Backstage. AI takes the spotlight with tools that help you create content, support attendees, and manage how AI fits into your events. Alongside AI, we’ve refined email communication,
    • Images Not Displaying Properly in Zoho Desk

      Hi, We are experiencing an issue with image rendering in Zoho Desk, affecting both incoming and outgoing emails. Images embedded in email conversations are not displaying properly. Instead, we see broken image icons or empty placeholders where the images
    • Announcing the new SKILL.md for Zoho CRM and the updated OAS repository!

      We are introducing a new zoho-crm skill to make working with Zoho CRM Developer tools (like APIs, functions, widgets, client scripts, queries etc) easier and faster, with the help of AI in your preferred AI harness like Claude Code, Codex, Cursor, VSCode
    • Widget Height were destroyed

      All widget heights in the Details Canvas view are broken. Moderation Update: This is a known issue with widget heights in Client Script popups and flyouts. A fix is in progress, and this post will be updated once it's released.
    • Zoho Projects - Has something changed regarding to linking Projects and Deals via the API?

      I am trying to link Zoho Projects to Deals in CRM using the API, but each time, the Deal Contact is added as a Client user and receives an email invite asking them to join the organisation. These are internal projects and the customer should not have
    • How long does it take to review campaigns?

      Hello Zoho, i scheduled my campaigns yesterday afternoon and it has been under review for over how many hours and those campaigns were supposed to be out yesterday so new ones can go out today. Is there something i'm doing wrong?
    • Convert MSG to PDF in Bulk with Attachment Free

      Microsoft Outlook saves each email as an MSG file, keeping with it key information like the sender, the recipient, the subject, the date, the body of the message, and any attachments. It can, however, be quite difficult to access a large number of MSG
    • Using Mail Merge Template to Print Documents with One Subform Record's Fields per Document

      Hello, We have a Mail Merge template created in Zoho Writer which is not able to perform the functionality which is currently required to automate the documentation task portion of our process. The CRM module we are primarily using is based on a "Loans"
    • Convert MBOX to PST File Using Free Methods

      MBOX is a mailbox format that is used by various email clients and services, such as Thunderbird, Apple Mail, Eudora, and Google Takeout. Yet, in order to be able to open your MBOX emails in Microsoft Outlook, you have to convert them from MBOX to PST
    • Zoho Community Digest - September 2026 | Part 4

      Hi everyone, and welcome back! The final week of September brought a revamped Books integration in Zoho CRM and Zoho Key Service for LLM access without API keys, Zoho Creator's audit trail becoming a full enterprise-grade auditing system, and Zoho One
    • Automate weekly reports from Channels | Zoho Cliq AI use case #01

      Scrolling endlessly through numerous threads in a Cliq channel and manually counting how many have been closed, how long people took to reply, and who actually participated can be tedious. After 20 minutes, you might have a number that no one can verify.
    • Apple Mail to Outlook Converter - Export Apple Mac Mail to PST File

      Apple Mail is a well-known email application among people who use Macs, whereas Microsoft Outlook is widely employed for both personal and business use. Should you decide to move from Apple Mail to Outlook, you'll probably need to transfer your mailbox
    • Creator -Dynamic addition of Customer Portal User Licenses

      Hi, We have a Creator App for B2C about to get released. We are experiencing the Portal User license challenge. Unable to predict the number of users who will download and Subscribe. When a User is about Subscribe and the portal licenses does not exists,
    • Zoho Tables is now part of Zoho One!

      Hey everyone! We've got some exciting news to share. Zoho Tables is now included in your Zoho One subscription at no extra cost. If you're already on Zoho One, head to your app list, add Zoho Tables, and get started right away. You don't need a separate
    • How to import PST files in Office 365?

      You can import PST files into Office 365 using native Outlook applications, the Microsoft Purview network upload method, or specialized third-party migration tools. Choosing the right method depends on whether you are migrating a single mailbox or executing
    • [Webinar] Zoho CommunitySpaces MCP

      New to MCP, or just exploring what's possible? Join us for a webinar on Zoho MCP and your community. We'll show you how Zoho CommunitySpaces and Zoho MCP work together, what your AI co-host can do inside your community, and how to get started. Register
    • Next Page