Dynamic dates and fields
in Journeys, when creating a task, is it possible to set the due on date and the owner dynamically? For example, can you store the date as process run time + 2 hours so set the task as due in 2 hours after the process ran? And for the owner, set the owner of the task to the owner of the lead?
Editing Pick List Values for Default Fields in Marketing Automation
Hello - I am attempting to change the existing list of "Lead Source" options in Marketing Automation. I can find where to edit the default fields and change them to alphabetical order, add the merge tag, etc, but I cannot find any place where I can edit
Marketing Automation upgrade was supposed to be Q1 2022
When will we receive the long needed upgrade(s) to Marketing Automation? The last time a date was promised, we were told Q1 2022. But that has come and gone. It's getting increasingly hard for me to stay with Zoho and recommend it to my own clients,
News letter form Zoho marketing Automation intergration
Does any one know where I can find leads that subscribed for newsletter in Zoho marketing Automation. I created a Zoho marketing automation form and integrated it to our website. Did some test entries to see if the leads will automatically be registered
Updates for Zoho Marketing Automation 2.0 - Product Recommendation, RSS Campaigns, Cyclic Campaigns and more
Dear Marketers, We are here with a fresh set of updates for Zoho Marketing Automation. These updates are solely crafted for enhancing your marketing experience with the product and is available only on Zoho Marketing Automation 2.0. 1. Product recommendation
"Organization is already integrated" when trying to Associate with Zoho CRM
I'm trying to associate Marketing Hub with Zoho CRM but I keep getting "Organization is already integrated" What should I do?
Is it possible to embed a Marketing Automation 'sign-up' form in an email which is active within the email client itself?
Is it possible to embed a Marketing Automation 'sign-up' form in an email which is active within the email client itself?
Enhanced Email Security | Email Authentication Workshop - Google and Yahoo Email Policy Changes 2024
Dear Marketers, We're extending a special invitation to our exclusive Email Authentication Workshop, where we'll unravel the latest Gmail and Yahoo Mail updates that directly impact your email marketing strategy. Effective February 2024, gmail and yahoo
How to automatically push unsubscribes from a MH lead back to the the CRM as an 'opt-out' email setting
Hi MH gurus, I have had 5 people unsubscribe from a list (synch'ed to a CRM view) over the last 2 months. However, there is no way to see if these people have unsubscribed in the CRM. My preference would be for anyone that unsubscribes from a MH list to be automatically and immediately flagged as 'email opt-out' in the CRM. Is this possible? Cheers, Joe
Google and Yahoo's 2024 email authentication requirements: A new era of security
Greeting of the new year! Starting February 2024, Gmail and Yahoo Mail are rolling out stringent email authentication requirements to combat malicious messages, reduce inbox clutter, thwart phishing attacks, diminish spam, and bolster data security. Here
Smart lists
Hello In zoho campaigns we can create by using a workflow, smart lists It allows to have up to date lists according to specific criteria Do we have the same option in MA ?
Move to another Journey
1. I want to move my leads to another journey once they finish existing Journey. What are my options Zoho MarketingHub 2. I want to add multiple Lists in to the Autoresponders. Is that possible? The reason i want to do that because i want to send the promotions to the leads that I have generated from the various lead magnets. What are my options ? Thanks Abhishek
Update: Merge tag automation and footer creation
Note: This post is relevant only for existing users of Zoho Marketing Automation and not for the beta version users. Dear Marketers, We wanted to bring you to notice a few changes in Zoho Marketing Automation in terms of usability. Merge tags automation
How to add more than 200 leads at a time to a list
Hello, We have over 15000 leads in Zoho Marketing AUtomation. When I create a new list, I start with all leads and filter it for my criteria. I then get about 11000 leads. The system seems to only let me select 200 leads at a time. Is there a way to add
Journey Email Improvement Suggestions
I have three requests, both related to journey emails (emails sent to contacts, not internal emails). #1 - Select Existing Email in a Journey As a journey designer, I would like the ability to reuse and existing journey email within the same journey or
When marking a user as inactive, their lead lists disappear
We are facing a problem in our company that when an employee leaves the company, we mark the former user as inactive so that no one can access that account. The problem is that when we do this, all the company email lists we have collected disappear,
Marketing Automation - How does unsubsribe work?
If a user unsubscribes from a campaign, can they be re-added as a contact? This is specifically for Marketing Automation. For example, they unsubscribe from a journey/list. Their data is then re-added to a new list. Would Zoho recognise that they have
Tip of the week 02 - The art of 'seeing' your leads
What's the last page that your lead visited before signing up for your brand? What was the page that first convinced your lead to explore more about you? Where are your leads coming in from? Well, these are some perennial questions today's marketers live upon. And, knowing the answers to these questions is crucial, considering the vitality of leads in every business. In the journey of finding lead opportunities, it's important to understand that every detail about a lead is useful. While the channels
Zoho Goals : "unknown" identified visitors
Hello. I identify website visitors coming from Active Campaign by adding the SalesIQ URL parameter in the emails links. It then creates a new lead in Zoho CRM. - in Zoho SalesIQ / CRM : I can see the identified visitors, and also their page visits in the CRM module - in Zoho MH : When an identified visitor hits a goal, the goal is registered, but the visitor is reported as "unknown" (although the visitor appears as identified in the Zoho MH leads list witch is in sync with Zoho CRM) Can you help
Loading the ZMA plugin asynchronously
Hi Should we load the ZMA Wordpress plugin in async mode? I have seen one brief mention of this option (see screenshot). I presume async mode loads the plug-in without impacting page load times (which would be good). But is it less reliable this way?
Can i use Marketing Automation to send an e-mail template?
Ive setup a Zoho CRM Campaign, but you have to send it manually. (Select all contact to be able to send an email) Also new members of a campaign dont receive the same email automaticly. It looks like it does not work as al list and automaticly send the
Free "Zoho Inbound Marketing" online training course
Try our free "Zoho Inbound Marketing" online training course. In this course are more than 22 inbound marketing strategies complete with text and videos. Enroll Here: https://www.zomarketingautomationtraining.com/course/inbound-marketing-with-zoho-m
I can´t activate my Journey - I keep getting this message - Create content for the "message"
I´m trying to activate one of my Journeys and I can´t seem to get though. I get this message : Create content for the "message" I've tried everything I could think off, but I can´t get pass this point. Any suggestions?
Customisation of journey based on Zoho survey response
Hi, We have a requirement to send targeted emails based on the response of the user to a particular question in a survey. Journey in marketing hub allows branching based on "Survey started" and "Survey Completed" events only. Is it possible to branch
Smart pop-up not visible on the website?
What might be the problem? The pop-up doesn't show on our website.
Update: Removal of Social Page Campaigns from Zoho Marketing Automation
Note: This post is relevant only for existing users of Zoho Marketing Automation and not for the beta version users. Dear Marketers, We would like to bring to your notice the removal of "Social Page Campaigns" from Zoho Marketing Automation. As per the
Connect "Send email" component with another component
I received this notice when I went to activate my Journey. What does this mean? "Connect "Send email" component with another component" And then how do I do it? Thanks! NEW to Zoho
Update: Removal of Unsplash integration - Zoho Marketing Automation
Hello there, We have an update for Zoho Marketing Automation on the way. We are removing Unsplash integration from Zoho Marketing Automation—a decision made in light of some recent changes to Unsplash's policy. We are removing the integration on March
Delete/Update Folder Under Manage Lists
We had a few test folders that were created but do not have any lists in them. How can this be deleted or renamed?
How can I add link to the cart in Zoho MA cart abandonment
In cart abandonment, send email action, I need to attach the link to the WooCommerce cart page that has the items that the customer left in the email template. Is there a way to get the link and attach it to the email template?
Instant Sync between Stages of Marketing Automation and Leads Module of Zoho CRM
Hello Community, I am looking for ways to instantly sync data from my Marketing Automation Stages to Leads Module of CRM. Scenarions: 1) if a score is added to my leads in Marketing Automation and they went to certain stage I want to send their Score
Score integrate
I want to integrate Zoho Marktinghub scores with CRM and Recruit, but I can't find a way. Does anyone know how to do it?
No page visits recorded for campaign in Zoho MA
When I look at Website Insights for a sent campaign in Zoho Marketing Automation it says "There were no page visits and event hits recorded in this campaign." However, I can see that links were clicked in the email, and I know traffic has been driven
Are goal criteria in Goal condition limited to 3?
I want to define a goal ( e.g. demo request ) , and we have 5 languages in our site. Therefore I need to be able to 'or' 5 'Visits a particular page' cases. Seems that I am limited to 3? Is that correct? Will it be extended in the future?
Popups are activated but are not working, why?
Hi there, I have this issue with my popups. They are activated and assigned to pages, but are not working. What could be the issue and how can I fix this?
What happens to bounced leads when they are sync'd from Zoho CRM? Plus a few other questions related to sync'ing.
A few questions for the MH team. I've a list of leads that come form a sync to a ZohoCRM view. 1. What happens when a sync'ed lead is bounced. Does the bounce information get pushed back into the CRM? If so, when and what does that look like? 2. If a lead upsubscribes, what happens to the sync'ed contact in the CRM? 3. When I delete a lead from MH, can I re-sync the lead (so it is no longer deleted) from the ZohoCRM contact?
No Delay emails in journeys are NOT exactly no delay.
Hi Everyone, I just got off the phone with MarketingHub support and felt that the information received needs to be communicated loud and clear. As many of the other people in this forum, I am working to get MarketingHub doing my heavy lifting with leads and hopefully making me look like a super efficient superstar even though we are a 2 person office. Anyway, what I just found out has made a big difference in the way I will set journeys up. I know that the app has issues, but I also know somethings
Inbound Marketing Strategies and Concepts Video Playlist
FBurg CRM has created videos about Zoho inbound marketing strategies. you can apply these to your Zoho marketing strategies. There is something for basic and advanced users. Here is the link to YouTube Playlist with 22 marketing strategy specifics. I
Why NAME input field is actually LAST NAME input field in the popup contact form?
Hi, I came across some impossible situation... While creating Smart Popup in the Marketing Hub we have 2 fields available: NAME and EMAIL. While registering to the form it comes out that the NAME is actually LAST NAME on the list... How is that even possible? I have all contacts importet from Mailchimp and all them have regular FNAME, and all from Zoho will have LAST NAME intead of first name? Please tell me i can chnge it somewhere. Thanks
Working with Campaigns & Marketing Hub
I'm a little confused as to Campaigns VS Marketing Hub. I currently use Campaigns and want to ramp into Marketing Hub. When I look at lists in Marketing Hub, I see my Campaigns lists and the interface starts to look at lot like Campaigns. 1. Is Marketing Hub an "overlay" of Campaigns? Meaning does it leverage what I've built in Campaigns? 2. Should I be using Campaigns for my CRM Client emails and Marketing Hub for my Leads? (I'm seeing my Clients in Marketing Hub too but the term "lead" is very
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