Dear customers,
We're happy to bring you the next edition of our #CommunityDigest, the first in 2021!
A new year always brings with it hope and excitement, and we'd like to start its first edition with some good news. Zoho Subscriptions won IDC's 2020 SaaS Customer Satisfaction Award! We couldn't have done this without you, our customers, so here's a huge thank you from the entire Zoho Subscriptions family.
If you'd like to know more about the award and the areas that technology buyers consider challenges in the subscription billing space, you can
download a free copy of the report.
Subscription bulletin
Loyalty programs are not new. By offering exclusive access to products or services to certain customers and making them feel special, brands cultivate loyalty. More loyal customers talk about the brand that makes them feel special, the brand attracts even more customers, and the cycle goes on. But, in times as unique and unprecedented as 2020, where sales and revenue figures took a plunge across most sectors (no thanks to Covid!), if membership programs could turn the needle even to a certain degree, it does deserve special attention.
Here's a recent article from Bloomberg that collects success stories from different brands that have made smart use of their membership programs and kept the cash flow stable. What's even more interesting is that these brands belong to the travel and hospitality sector, which took the most brutal hit after the pandemic.
Have you tried loyalty programs for your business already? How have they impacted it? Let us know in the comments.
Tips and tricks
In the previous edition of our digest, we discussed integrating online web builders with Zoho Subscriptions.
Here's Tip #8: If you want to bill customers based on the consumption rate of product/service but don't have a back-end server to keep track of their usage, we've got a simpler solution that uses Zoho Subscriptions, Google Sheets, and some Deluge magic!
Customer corner
Meet AAA Band Rentals, a musical instruments rental provider based out of Norwalk, Connecticut. What we liked about this family-owned business is their customer-centric approach to every situation, which has been pivotal to their growth.
Keeping up with trends and meeting the growing demands of customers, they do everything the customers can ask for: curbside pickup, a self-service method to avoid long queues during the pandemic—you name it. A key element in their equation for "awesome" customer experience is how they leverage Zoho Subscriptions for their billing operations. After using Zoho Subscriptions, they've not just won more customers but also improved their internal operational efficiency by eliminating manual data entry.
Refer a friend
If you know peers or friends who could benefit from a recurring billing application, you can refer Zoho Subscriptions to them, and once they start using it, you will get 15% of their subscription payment to Zoho as your wallet credit.
Also, your friend will earn $100 in wallet credits for subscribing through referral. You can refer as many friends as you wish. You can learn more about our referral program
here.
Did you enjoy this month's digest? Is there any other information that would be useful to you? Let us know in the comments, so we can continue to provide you with exactly what you're looking for each month.
NOTE: We're removing Authtoken support for Zoho Subscriptions APIs on March 1, 2021. Wherever you've used Authtokens for authentication with our APIs, make sure you replace them with OAuth. Learn more.
Until next time,
Harikrishna
Customer Relations | Zoho Subscriptions
Recent Topics
ZeptoMail API Request
We tried to send mail using ZeptoMail using Django. Following is my payload {'from': {'address': 'abc@abc.com'}, 'to': [{'email_address': {'address': 'xyz@xyz.in', 'name': 'Bhavik'}}], 'subject': 'Report Name', 'htmlbody': '<p>Test</p>'} Following is
Zoho Inventory - Allow Update of Marketplace Generated Sales Orders via API
Hi Inventory Team, I was recently asked by a client to create an automation which updated a Zoho Inventory Sales Order if a Shopify Order was updated. I have created the script but I found that the request is blocked as the Sales Order was generated by
Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account
Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?
Mass import of documents into Zoho Writer
I'm using Google's word processor at the moment but feel that Zoho does a better job (on the online apps market). Iwant to move my documents (about 50-70) to Zoho but it seems to me that I have to import them seperately. Is it already possible to upload several documents at a time or is this a forthcoming feature? Cheers Rolli :?:
Add home page or dashboard in CRM customer portal
is it possible to add home page or dashboard in CRM customer portal?
User Tips: How to change the the label display name of a system defined field
Most users know how to change field label names via Settings > Modules & Fields but if you want to change the name of a system defined field you can’t as there is no “edit properties” option. However with a simple hack you can edit any system defined
Search not working!
I have items in my notebook tagged but when I search for a tag nothing comes up! Any fix for this?
Zoho CRM Community Digest - October 2025 | Part 1
Hello Everyone! Here's a quick recap of first two weeks of October! Product Updates: Zoho CRM Android App Update: Surveys, Blueprints, and Smarter Mobile Features! Zoho CRM’s Android app just got a useful upgrade. You can now share records, upload your
Automate onboarding emails with CRM Workflow and Accounts module
We’re a B2B SaaS company selling to public-sector organisations. Each organisation is stored as an Account in Zoho CRM, and each organisation typically has multiple associated Contacts. Our backend syncs product-usage data (setup status, user activity,
Important update: Enhanced security measures for account operations in Zoho Cliq
Greetings from the Zoho Cliq team! We’d like to share an important security update that has an influence on some admin actions such as password reset, MFA reset, and MFA backup code generation. What’s changing? With our latest security enhancements, these
Sales Receipts Duplicating when I run reports why and how do we rectify this and any other report if this happens
find attached extract of my report
No Functional Autosave or Manual Save Button
Application : Zoho Notebook So I wanted to try Zoho Notebook(On Ubuntu) as an application, I installed the application and went solving my LeetCode problems visually(Drawing mode), at one point the app just stopped saving anything... Every time I tried
Enterprise subscription support
My organization sells subscription services to enterprise customers, which is a different model from the consumer subscription model that Zoho Billing has been designed to support and I beleve this capability should be added. An enterprise subscription
Issue with Creator's IF logic
Hi, I found the following code produces unexpected results: if(-1.0 < 0.0000000) { info "True"; } else { info "False"; } if(-1.0 < 0.000000) { info "True"; } else { info "False"; } The output returned is: False True However, the
Need option to send Package PDF in shipment email (Shipment PDF is missing Lot info)
Is there any way to automatically attach the Package PDF instead of (or alongside) the Shipment PDF in the notification emails? We really need this feature because the default Shipment PDF creates a blind spot for our customers. It does not display Batch/Lot
zoho creator view is not present in the workspace and blank reports
Hi Support, Users who have "write" permissions keep getting this error for all of our embedded reports all of a sudden. See screen shot below: Meanwhile, my developer permissions account sees a blank screen in view and edit mode as shown in the screenshots
Customize portal email template
Can i fetch only first name of the user in portal email template instead of the below code Hi ${User.FULL_NAME}
Can't we let users decide which options they'd like to add at embed widget?
It seems embed widget DOES NOT offer a feature, where users can choose options upon subscribing plans. What Zoho has instead, is that admins have to manually create plan with options. How come no one in Zoho dev team never raised issue about usability
Reupload and rename from one field to another field (file upload)
Hi Everyone, Sorry, i have question to use invoke url for rename and reupload attachments file to another field. Tested on development mode. Zoho C6. Refer to https://www.zoho.com/creator/help/api/v2/upload-file.html look my error notification. Does anyone
Printing Multi-Page Reports (PDF Export)
Hi, I am moving a report from Google's Looker Studio to Zoho Analytics and trying to reproduce the Looker page by page dashboard editing experience. With Google, what you see is what you get when you print to PDF. But I can't seem to create the same experience
Resume Harvester: New Enhancements for Faster Sourcing
We’re excited to share a set of enhancements to Resume Harvester that make sourcing faster and more flexible. These updates help you cut down on repetitive steps, manage auto searches more efficiently, and review candidate profiles with ease. Why we built
I NEED TO NUMBER TO TEXT NO HERE
=NUMBERTEXT NEEED
Error: View is not present in the workspace
When saving a dashboard, user receives a popup with the following error. "View is not present in the workspace" What does this mean or refer to? There is no further insight given.
Dear Zoho CEO: Business Growth is about how you prioritise!
All of us in business know that when you get your priorities right, your business grows. Zoho CRM and Zoho Books are excellent products, but sadly, Zoho Inventory continues to lag behind. Just this morning, I received yet another one-sided email about
Bin Locations
Dear all, I am wondering if someone has the ability to develop the bin locations option for zoho inventory (integrated with zoho books) Regards, Ryan
Create and populate a record in an instant: Introducing zero-shot field prompting to Zia's ICR
A couple of months ago, we upgraded our in-house AI image detection and validation tool, Zia Vision, with intelligent character recognition (ICR). By training Zia with sample images, you could create and enrich CRM records with data extracted from standard
How to Prevent Users From Skipping LMS Videos in Zoho People
How to Prevent Users From Skipping LMS Videos in Zoho People Hello Zoho Developers, In this blog, we will quickly look at how you can stop users from skipping or fast-forwarding videos in Zoho People LMS. Zoho People provides a feature called Disable
[Integration Edition] Deluge Learning Series – Custom API with Deluge | November 2025
We’re excited to conclude this four-month Integration Edition of the Deluge Learning Series: Session 1 – Integrating Zoho Apps with Deluge Using Built-In Integration Tasks Session 2 – Integrating Zoho Apps with Deluge Using invokeURL and invokeAPI Session
Automate Backups
This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.
Tips for Organizing Workflows and Improving Team Coordination in Zoho
Hi everyone, I’m looking for some general advice on how different teams are organizing their daily work within Zoho’s apps. Our team recently expanded, and we’re trying to streamline how tasks, discussions, and documents are shared so everything stays
Prevent user from viewing all records?
I have a report that is meant to be used by vendors to view only the records that are assigned to them. All the vendor information is stored in a separate application, so I need to call a function to get the current user's ID (not the zoho user ID). The report settings criteria doesn't support using function calls, so instead I'm embedding the report in an html page like this: if (thisapp.Global.CurrentUserIs("Vendor")) { personID = common.getLoggedInPersonID(); query = "Assigned_Vendor.ID="
How do I copy an email message to one or more other folders?
I can move a message to another folder using the "move to" option but I can't figure out how to copy a message.
Zoho Site pages not displaying in iframes
I simply want to show a Zoho Site page inside an iframe on another non Zoho website. When testing this across many browsers, the iframe content simply does not appear. IE reports that the host does not allow their content to be displayed in iframes. Very disappointing. Is there a way around this please? Here is the URL of the page I would like to appear in an iframe. http://ips-properties-to-rent.zohosites.com
Zoho Inventory as connector in Zoho Creator
Hello, It doesn't appear that Zoho Inventory is one of the many built in connectors in Zoho Creator? I see that there are non-Zoho inventory applications that have built in connectors such as Cin7, which leads me to believe that I'm missing something
Send Zoho Forms Link using Zoho CRM Email Templates
I have set up Zoho Forms and CRM integration to pre-populate data from Zoho CRM to Zoho Forms. The setup is working fine. I have also created an email template in the Zoho CRM deals module to send Zoho forms links. So when I send an email using that template
My go to On Load Client Script - Fast, efficient, and works for ALL profiles; Hides everything except initial fields
This is my on Load client script that I use for Create pages. I use a modified version for Edit and Display pages which you can create yourself using the same basic structure that I will give you below. First up, the script. Below that will be an explanation
Custom Search using HTM+CSS Snippet
Suppose I wanted to create my own list view using HTML and CSS snippets inside a Page with a custom search input at the top of the list (not the Search snippet). Without Javascript, is there a way to retrieve a user's entry from that search input and
Mass Update of Lookup Fields not possible
Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... a
Zoho CRM Kiosk Upload Files
Hello all, We are trying out Kiosks at the moment to see where it can fit best in our business. We are still a bit off in the application but lets say we will sort this out. My question is the following - when I create a Kiosk I can add "File Upload"
Double opt-in notifications and customizable confirmation messages for your webforms
Dear CRM Community, We are excited to announce a major upgrade to our Webforms feature. You can now customize the confirmation message shown to your users who double opt-in from your webform and also customize your confirmation emails when they submit
Next Page