Important: Zoho Campaigns updates on features and functions

• Topic Participants

• Susmit Sen

  

• Brett Martin

  

• Christian Goebel

• Kate Dixon

• Chad Tully

• 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. 

• Recent Topics

• Used Car Inventory Tracker

  I need a to create an inventory database that has detailed information about each car we have in our inventory. Specifically, I need to know exactly how much labor and parts we have into each car as well as the cars purchase price, VIN, color, year, source etc. Budget : Negotiable | Duration : 1 week To leave a private message, please click the link for private response in post Action section.

• Create Funnel to Track Email Outreach Conversion

  Hello, We would like to create a funnel that measures: N° of emails sent -> N° of emails opened -> N° of emails responded We would like to measure this email response conversion rate for each of our SDRs. We use the analytics tool of Zoho CRM and not

• Zoho CRM - Analytics: How Can I Set Monday as First Day of The Week?

  Hello, In the analytics section of our Zoho CRM (not Zoho Analytics), we would like to track our SDRs' outreach activity. However, it appears that Zoho CRM treats Sunday as the first day of the week for the "This Week" and "Previous Week" filters. How

• Flow-Level Access Permissions in Zoho Flow

  Hi Zoho Flow Team, Hope you're doing well. We would like to request a feature enhancement for Zoho Flow related to user-level access control. Use Case: As Zoho One users, we often work with multiple teams and departments. In our setup, we have several

• Tip of the week 63- Know your contacts well with polls in Zoho Campaigns

  Communication in its true form is characterised by feedback. In email campaigns there are a few avenues via which you can achieve this. Using polls in Zoho Campaigns is one such way. With polls enabled in campaigns, your contacts can interact with your emails and help you understand them well.     There are three types of polls available to be enabled in your email campaigns:   Basic poll Rating based poll Reaction based poll     Basic poll-    Provide a question and allow the email recipients to

• Field of Lookup Module 2 Way Dynamic Connection

  I have several lookup fields in my custom Module And I have added fields from lookup fields to my module In my account module, I have a field called Quarterly Revenue Forecast But this is only one way i-e the field value is only fetched during record

• Subform data to Sheets

  I have been trying to setup a Zoho Flow automation to bring any Subform input to a Zoho Sheets but it seems impossible to post the subform entries to a Zoho Sheet. Is there any way to do it via Zoho Sheet API? https://www.zoho.com/sheet/help/api/v2/#CONTENT-Insert-row-with-JSON-data

• The Invoice Status in Zoho Finance is misleading

  We have many overdue invoices, but when we try to filter it by Status Overdue in the Zoho Finance Module it shows it as none This is also creating a problem when I need to Create a Chart or KPI for overdue Invoices If I open the Invoice I can see the

• Currency Field Does Not show commas upon entry - leading to inaccurate entries!

  Hello Zoho.. When our sales reps are entering deals and the profit/revenue it is difficult to accurately enter numbers with lots of zeros when there commas are NOT added until the record is saved. Could commas be added to this filed type as it is being

• Filter by technical IDs that should not be displayed

  Hello Zoho and Cumminity. I know I have already found similar requests elsewhere, but have not yet received a solution from Zoho. Therefore I would like to refresh the topic and hope that a solution can be found. I have reports in the Creator, which I

• Problem Pasting Into Notes

  Occasionally I want to create a note by copying and pasting a few paragraphs from an article on line. When I create a new note and paste in the section the newly created note winds up with each paragraph in white text on a dark background rather than

• Bank transaction automation

  I would like to automatically update the "Reference#" field with whatever text is in the "Description" field each time Zoho Books pulls my bank feeds. I've figured out the automation all the way up to the Field Update, where "Reference Number = ...???"

• Payment Gateways For South Africa

  Hi, Can you please incorporate a payment gateway like Payfast etc for South African clients?

• Custom code ass to header and footer code doesn't appear

  I am trying to insert custom code into both the header and footer of my Zoho site. I edit the site "general settings" as demonstrated in the various articles, click save, but the code does not appear on my site. Is there something special I need to do

• Zoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details

  Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below -  please check what went wrong. Thanks

• Sales IQ - Bot Builder - Forward to Operator Action Card Improvement

  Hi team, It would be a great improvement to have an additional branch out of the Forward to Operator Action Card. I would like to allow 10 seconds for an operator to pick up the chat, if they don't or if they reject the chat I would like the Bot to continue

• Email template for customer notification on ticket reply is not being used

  I've set up an email template for notify contact up upon receiving a reply in ticket. When I send a reply to the ticket, it is not using that email template. It just sends a normal looking email. How do I make it so that the email template is being used?

• Global Fields

  Just like Global Sets for Picklists, we would like to have global fields for any kind of field. Three things that should be saved globally: 1. The Existence of the field 2. The Name and 3. Association with a module should be set up in a respective place

• "In Zoho CRM, during the Blueprint transition to the QC stage, I want to make the 'Packing Proof' image field mandatory."

  @Dr Saurabh Joshi @Haiku Technical Support @Ishwarya SG @Sparrow Hill President @Hugh Marshall "In Zoho CRM, during the Blueprint transition to the QC stage, I want to make the 'Packing Proof' image field mandatory."

• how do i see a list of active End Users?

  looking for a list of who i sent invitations to be an End User?  who has signed up? 

• Modular cannot Edit in portals

  I have a custom module in CRM. If I create in either CRM or portals, I can edit it in the CRM but I can't edit in the portal. Even if it is created in the portal it wont edit. Anyone know why? I've created a new module and it works fine but this one

• Zoho Desk - Feature Request - Add more social channels on Community user profile

  Hi Team, While updating my profile here I noticed that it is only possible to add Facebook and Twitter social links. 1. Please consider adding at least LinkedIn and if possible, other popular channels. 2. Please consider renaming Twitter field name to

• Hide Admin Only settings

  It would be nice if the setup menu items and settings weren't visible to non-admins. Seems like there is some confusion with users going through setup pages but not having permissions and getting an invalid permission error.

• "In Zoho CRM, during the Blueprint transition to the image field mandatory and file upload field mandatory

  I want image and file upload field want to be mandatory during the blueprint transition In the QC done Transtion Iwant to make QC done file upload and Case QR Sticker Mandatory In Pre delivery Stage i want to make Site ready file upload field mandagtory

• Lookups from Standard Modules to Custom Modules

  I have created an "External Contacts" Custom Module for adding Contacts who aren't directly associated with a Customer or Vendor but who are related to Orders by being a Site Contact, Job Contact, Warehouse Contact, etc for third party. How can I go about

• Using Zobot with ChatGPT Assistant Function to Trigger API Call (e.g., Weather Info)

  I am currently integrating Zobot with an OpenAI ChatGPT Assistant using function calling. The goal is to let the Assistant trigger specific API actions based on user queries — for example, fetching the current weather when a user asks, “What’s the weather

• Train Zia answer bot on only part of Knowledge Base?

  We are trialing Zia answer bot and hope to use it on the knowledge base to help our users find the information they are looking for. I have found how to train Zia on the entirety of our knowledge base. But is there a way to train it on only certain categories

• Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps

  We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring

• How to identify a ticket merge through Webhooks?

  The ticket merge functionality moves all Threads and Comments from one Ticket to another. I want to identify this action to correctly apply these changes on my application end. Currently, my application only receives a Ticket_Update notification for the

• Native SMS Integration in Zoho Desk

  I’d like to request the addition of native SMS integration within Zoho Desk. While email and chat are still widely used, SMS has become a critical channel for fast, effective customer support, especially for urgent or time-sensitive issues. At the moment,

• need a third party to fix email authentication dns records

  at my wit's end - zoho began giving me spf, dmarc, dkim errors two weeks ago fussed with it since and now it seems dkim is the only problem and when i added the dkim record with the key from zoho mail it still wont work tired of this, need someone who

• Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM

  We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each other

• Share Projects with Vendor Zoho Projects Portal

  I have a vendor/reseller of my services. They private label my services. My portal is branded. Can an individual project be "shared" or the data sync with another portal? I believe that this can be done with CRM.

• Zoho Books - Sales Person Information

  Hi Team, On Invoices, Quotes, etc... I can include the Sales Person, but it only shows their name and not their email or phone number. It would be great to have place on invoice templates where we can manage what sales person information should be shows

• Feature Request – Support for Stripe Direct Debit for Canadian Customers in Zoho Books

  I’d like to request support for Stripe Direct Debit as a payment option for Canadian customers within Zoho Books. Currently, while Stripe credit card payments are supported for Canadian businesses, there is no option to enable Direct Debit (ACH/EFT) through

• Zoho Desk blank page

  1. Click Access zoho desk on https://www.zoho.com/desk/ 2. It redirects to https://desk.zoho.com/agent?action=CreatePortal and the page is blank. Edge browser Version 131.0.2903.112 (Official build) (arm64) on MacOS

• Timentry and Support Plan Relationship

  Timentry and Support Plan Relationship A customer can buy multiple products and request different SLAs and support plans for each product. We can enter different support plans and define the credit. The scenario I want to happen; - To reduce the credits

• Issue with ticket replies via Slack: '+' symbols replacing spaces in emails

  Hello, support team! We're experiencing an issue when replying to tickets directly through Slack. When the reply is sent to the email, spaces are being replaced by '+' symbols. This makes the message harder to read and understand. Is there any solution

• Allow 2 logos for Branding, one for Light Mode and one for Dark Mode?

  Our logo has a lot of black text on it. If we leave the background transparent, per recommendation of Zoho, when a user is viewing a file and turns on dark mode, our logo is not really visible and looks really weird. It would be really great if we could

• Zoho Creator Populate radio field with values with all the created rows subfor

  I have Main Form where i have a lookup field where i get brewery names and the number of tanks as a multiline text field with a list of beer names Based Brewery selected and bbt_tanks number i create rows in the subform and now i want to populate list

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