Community Learning Series | Digest #8 - January 2021

Community Learning Series | Digest #8 - January 2021

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.

And that's a wrap for this edition. You can always follow us on Twitter, Instagram, or Facebook to stay up to date!

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

    • 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

    • RTL Support for Webforms in Zoho CRM

      Dear Zoho CRM Support Team, We are writing to request an enhancement to the webform builder functionality within Zoho CRM. Currently, to create a webform in a right-to-left (RTL) language, the entire CRM instance must be set to RTL, which can be inconvenient
    • Add Custom Reports To Dashboard or Home Tab

      Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad
    • Pricing Strategies: #1 Nuances in Pricing

      When Clara first opened her digital printing shop, pricing was simple. She sold handmade greeting cards, planners, business cards, and other physical items at fixed label prices, individually and in bulk. One SKU, one price, one bill, and that's all it
    • [Free Webinar] Learning Table Series – Education Management in Zoho Creator

      Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. About the Learning Table Series The Learning Table Series is a free,
    • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

      Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
    • Move attachments from one module to another with Deluge

      I have created a button that works just like the convert button for my custom modules. I would like this custom function to move any attachments in this record to the new module. I can't seem to find any documentation on how this can be accomplished.
    • Help in function code

      Hi, could someone look at the code below and tell me what 's wrong with it? After a deal creation or edition the code should find the related Account, than all open Deals for that Account and copy the field Total_Open_Deals from the Account record to
    • Automation Series: Auto-update Phase Status

      Hello Folks! You can auto-update your phase's status based on status of underlying tasks using custom functions. In this series, we will showcase how to create and run custom functions, using Deluge, with ease. Follow the steps below and automate your
    • how to add subform over sigma in the CRM

      my new module don't have any subform available any way to add this from sigma or from the crm
    • Zoho Projects - Project Details on the Project Menu

      Hi Project's team, I've helped may businesses setup and use Zoho Project and one thing I see time and time again is confusion on where to find the Project Details information. I would be much more intuitive if Project Details was on the menu before Dashboard.
    • Zoho Projects - Add Feed to Project Tabs

      Hi Projects Team, I'm working on a lightweight communications requirement for one of my customers in relation to communicating with their client users via Zoho Projects. I noticed that the Feed is only available in the Collaboration section, but you can
    • Flow - Fetch info from drop down in another module

      I am running into a road block which I thought would be a simple task. My goal - The account is assigned to a "route" which can be selected from a drop down menu and adds a tag to the account accordingly (easy enough). Now when I create a task for this
    • Show unsubscribed contacts ?

      Hello, I would like to display the unsubscribed contacts. Unfortunately, I do not have this subscription type as described in the documentation (https://help.zoho.com/portal/en/kb/marketing-automation-2-0/user-guide/contacts/contact-management/articles/subscription-type-24-1-2024#Subscription_Type_field.)
    • Zoho Developer Community Hackathon 2025 is LIVE!

      Hey developers! It’s that time of the year again — the Zoho Developer Community Hackathon 2025 is officially open for registrations! If you’ve been waiting for a chance to stretch your skills, try something new, or finally bring that idea to life, this
    • Converted Leads Not Showing in Lead Reports

      Converted leads are not showing in the Lead reports. How can I make converted leads visible in the report,
    • Text widgets in dashboards

      Having a text widget in a dashboard would help immensely. It would allow adding links to related documents, relevant CRM views, etc. It would allow adding explanations of the data displayed in the other widgets, about how to interpret them or about filtering.
    • [Webinar] Zoho Writer for content creators and publishing houses

      Managing multiple drafts, edits, and client reviews doesn't have to slow you down. Join our upcoming webinar to see how Zoho Writer helps content creators and publishing houses create, edit, and publish seamlessly—all in one place. You'll learn how to:
    • Adding Reports to Portals

      Is there a way to add Reports to portals so only the user can see report templates relevant to them?
    • How to assign one Manual to multiple Spaces?

      Hello, I have two spaces, one called tech knowledge and the other one called HR knowledge. I have a manual that is called HR tech. I want to assign this manual to HR knowledge and tech knowledge. How should I do that?
    • How can I assign courses to Spaces?

      How can I make courses show up here in this space?:
    • When will Zoho Learn be able to support SCORM files on the mobile app?

      When I click the SCORM content, I just get a message saying it's not possible yet. Yet implies that it will be coming soon. All I'm asking for is a realistic timeline so I know whether or not to invest my time in using it. If it will be soon, then I will
    • Announcing new features in Trident for Windows (v.1.35.6.0)

      Hello Community! Trident for Windows just got better with an update that makes working with your emails even more efficient. Let’s dive into what’s new! Work with PST files more efficiently. You can now do more than just view mounted PST files. You can
    • Marketing Tip #9: Track your traffic sources

      Not all marketing channels work equally well. Knowing whether your visitors come from Google, Instagram, or email helps you focus on what actually drives sales. Try this today: Check your Zoho Commerce reports or connect Zoho PageSense to see your top
    • Google Analytics import data inaccurate (as of October 11, 2025)

      We have Zoho Analytics connected to GA4 to import daily event data. This has been running without issue for a couple of years. However, a month ago we started noticing discrepancies. All data until October 10 lines up perfectly - October 11 onward is
    • E-Invoicing in Belgium with Zoho Billing

      Starting January 1, 2026, Belgium is introducing mandatory electronic invoices (e-invoicing) for all B2B transactions between VAT-registered businesses. Invoices and credits notes must be exchanged in a prescribed digital format. How E-Invoicing works
    • Zoho Recruit Slow and Freezing on all screens

      We have had an issue with Zoho Recruit for weeks being extremely slow and at times freezing.  We have 100 mega internet, and I went into each computer and updated the virtual memory so there is more available.  Also restarted all computers daily.  Still having the issues.  Almost unable to work.
    • Prevent accidental duplicate entry of Customer Ordersome

      Zoho Support has confirmed that Zoho currently does not have any method (using Deluge, flow or any other method) to alert a user when a sales order has been entered twice using the same customer reference number (i.e. a duplicate). Most ERP platforms
    • Zoho Books | Product updates | November 2025

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From translating email notification templates to the new transaction locking restrictions, explore the updates designed to enhance your bookkeeping experience. Making Tax Digital
    • Insert Image into Notebook page

      Prior to today, I could add images to my notebook pages. Today when I tried to do this I got an error message that said something like, "There's been a problem on our end. Try again later." So, I've tried all the ways I know how, but I can't insert an
    • 【開催報告】名古屋 ユーザー交流会 Vol.2 2025/11/21 Zoho Analytics / Inventory で実現する在庫の"未来予測"

      ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 11/21(金)に名古屋 ユーザー交流会 を開催しました。 本投稿では、当日実施したセッションの様子及び投影資料をお届けします。 会場にて参加できなかった皆さまも、ぜひご参照ください。 (Zoho 社員セッションの登壇資料については、11/28(金)開催の東京回の開催報告で共有いたします) 今年2回目の開催となる名古屋 ユーザー交流会では、株式会社エンツナクリエイト 野末さんによる Zoho Analytics / Inventory
    • Is there a way to automatically add Secondary Contacts (CCs) when creating a new ticket for specific customers?

      Some of our customers want multiple contacts to receive all notifications from our support team. Is there a way to automatically add secondary contacts to a ticket when our support team opens a new ticket and associates it with an account? This would
    • Improved RingCentral Integration

      We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.
    • Edit Pinned Comments in Zoho Desk

      It's great that private comments can now be pinned to the top of the ticket but what would be extremely helpful would be to allow for the pinned comment to be edited vs. having to find the comment in the ticket to edit it.
    • Updating Secondary Contact (CCs)

      We use Zoho Forms to capture the user request and integrated with Zoho Desk to raise tickets. Active Microsoft login is captured in our Zoho forms and registered as Primary contact in Zoho desk ticket. We also an have an option to raise ticket on behalf
    • blank page after login

      blank page after logging into my email account Thanks you
    • WriterTh

      After every space Writer goes to capital letters mode in my Android tablet. The cap mode stays till the second letter is typed in the word then it comes to normal mode.
    • Zoho writer unable to merge documents to PDF with basic fonts in Hebrew or fonts from my computer

      I created several forms that will be merged into PDF files through Zoho Writer and I am unable to receive the PDF in the basic fonts of the Hebrew language or in the fonts I have on my computer. The writer exports to PDF an exchange font that looks very
    • I have already created some Bots, Commands, and Widgets in Cliq, but I am still not seeing the “Create Extension” option in my account. Could you please help me enable or access this option?

    • Cliq iOS can't see shared screen

      Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
    • Infinite loop of account verification

      Hi I can't do anything on my zoho account.  I always get this message Hi Sheriffo Ceesay As a security measure, you need to link your phone number with this account and verify it to proceed further. When ever I supply the details, it displays that the number is associated with another account. I don't have any other account on zoho so this is really annoying. 
    • Next Page