Difference between Marketing Automation / Campaigns

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• Sticky Posts

• Marketer’s Space - Automating CRM Actions with Journeys – Part 2

  Hello marketers! Welcome back to another post in Marketer’s Space. In our previous post, we explored how CRM actions in Journeys help marketing and sales teams work together by nurturing CRM leads and pushing only engaged prospects back to sales. If you

• Introducing automation and utility conversations in WhatsApp marketing

  We’re excited to announce the addition of two new features to our WhatsApp integration: Automation and Utility conversations. These enhancements will allow you to streamline your marketing efforts and engage with your customers more effectively by automating

• 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 Marketing Automation Update: Topics, Contacts, and List Management

  At Zoho Marketing Automation, our highest priority is making it easier for you to use our product to accomplish your business goals. With that in mind, we are updating three of our pivotal features: Topic, Contacts, and List Management.   These existing

• Important: Zoho MarketingHub is now Zoho Marketing Automation

  Hello Everyone,   We hope you all are doing well. We'd like to notify you that we have rebranded Zoho MarketingHub to Zoho Marketing Automation. We'll discontinue using the term "MarketingHub" from May 26, 2021. However, there will be no changes in the

• Recent Topics

• Issue Updating URL Field with WorkDrive Link

  Hello, I’m working on a form with a file upload field. After uploading a file to WorkDrive, I fetch the public file link and update a field in the form with it. Workflow: When using the single-line text field ("File_URL"), the link is updated correctly

• Should I Set Up Subdomain for Email Sends?

  Hi there, our team just bought a dedicated IP for our email sends. We send more than 100k emails/month. Because we face deliverability issues and also because of the mass sends, we decided to get a dedicated IP. My question is, should we set up subdomains

• Incoming Email Not Coming Through

  Hi Zoho Team, I’ve recently set up my domain-based email with Zoho and everything appears configured correctly. However, I’m currently unable to receive any incoming emails. Could you please assist me in checking the following: MX records are set properly

• Blocked: Reason 554 5.1.8 email outgoing blocked

  Hello, we have an issue while sending e-mails; whole organization with about 150 users is blocked "Unable to send message reason 554 5.1.8 email outgoing blocked", our domain is "ancient.global" Please help.

• Error remote server is misconfigured

  Recently migrated the server to a new one. Updated MX records, SPF and DKIM values. DNS Lookup shows updated values. Still the email is getting bounced with the error: 553 Relaying disallowed

• want to remove www

  I am trying to create my account but it doesn't let me erase the WWW . I don't need it for my email

• Changer le lieu d'hébergement zohomail

  Est-il possible de faire héberger mon compte ailleurs qu'aux USA ? Compte-tenu de la situation de ce pays, un hébergement en Europe ou en Inde serait plus sûr.

• Migration from Asana

  I see a lot of migration options for Zoho Projects, but don't seem to see Asana. Is there no clear migration path without going manual or custom?

• NO RECIBO MAILS

  Hace más de 10 días no puedo recibir mails en mi correo. Si puedo enviar correos. Pueden ayudarme? Saludos, Christian Zegarra

• I am not able to check in and checkout in zoho people even location access allowed

  This issue i am facing in mackbook air m1, I allowed location in chrome browser and i also tried in safari but getting similar issue. Please have a look ASAP.

• Unable to receive emails

  Hi I am unable to receive emails but I am able to send externally

• How to show User Full Name, not record id in a User Filter in analytics

  Please see screen recording: https://workdrive.zohoexternal.com/external/21a9e0c39c4595c255a62791fdf3655d3df933114a8f1598bc852d0ff7e56ce3

• MTA-STS

  请激活对 MTA-STS 的支持，谢谢。

• All my sent emails from KOMMO CRM System are redirected to one of a subfolder from my Ibox

  Hello, all of the sent emails from my KOMMO CRM System are placed in a sub-sub-folders in my INBOX. Why is that? And how can i change this?

• Facebook emails aren't coming through

  Hi How can I get my business Facebook account emails coming through to Zoho mails? Every time they send me a verify email it's not coming through to my hosted email on Zoho... I've sent support and email but no reply so far. Any help appreciated please.

• Query in Analytics for tracking Physical Available For Sale from Books

  Need: a query in Analytics on which we can build reports related to Physical Stock from Books items.  In Books, each item has an Accounting Stock and a Physical Stock. In the settings you can toggle the 'Mode of Stock tracking' option and we have selected

• how to capitalize first letter of every word in a string using deluge?

  "diego armando maradona" to be "Diego Armando Maradona" "diego maradona" to be "Diego Maradona" "maradona" to be "Maradona" how to do that using deluge?

• Data Discrepancy Between Zoho Books and Zoho Analytics

  We have connected our Zoho Books account to Zoho Analytics, but we are noticing that the data being imported is not accurate or consistent between the two platforms. Despite the integration, there are discrepancies in the data values. Could you please

• Data Discrepancy Between Zoho Books and Zoho Analytics

  We have connected our Zoho Books account to Zoho Analytics, but we are noticing that the data being imported is not accurate or consistent between the two platforms. Despite the integration, there are discrepancies in the data values. Could you please

• Option to Upload Employee Picture During User Creation in Zoho One

  Hi Zoho Team, We would like to request the addition of a new feature in Zoho One's employee creation process. At the moment, we can only upload a profile picture for an employee after the employee has already been created in Zoho One. Request: Please

• Automatically Create Mailboxes for Existing Zoho One Users in Zoho Mail

  Hi Zoho Mail Team, I hope you're doing well. I understand that email assignment is automatic when adding users with an email address that has email hosting enabled in Zoho One Directory. However, when we initially created our users, email hosting was

• Google Ads Data is Publicly available in Zoho CRM

  We recently discovered that ALL of the following Google Ads fields are visible to all users in our CRM that have access to either Leads or Contacts modules. Not only is this troubling and inconvenient, it should be unacceptable. It also creates a mess

• Power of Automation :: Streamline Task Sync from Zoho Projects to Zoho Mail.

  Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-

• Digest Avril - Un résumé de ce qui s'est passé le mois dernier sur Community

  Bonjour chers utilisateurs, Un nouveau mois se termine au sein de Zoho Community France. Faisons le point sur cette période. Le mois dernier, nous avons abordé deux approches clés du marketing : l’e-mail, outil traditionnel et sûr, et les réseaux sociaux,

• The corresponding module is currently disabled in Zoho CRM.

  getting this error message when trying to set up sync between crm and invoice The corresponding module is currently disabled in Zoho CRM.

• Estimated Time for releasing in Australia?

  wondering if theres any timelines for when this feature might be availible to use in Australia?? would be very helpful sooner rather than later! Thank you :)

• Zoho Books | Product Updates | April 2025

  Hello partners, We’ve rolled out new features and enhancements to elevate your accounting experience. From FEC report to BillPay Add-on, these updates are designed to help you stay on top of your finances with ease. Export Transactions in Factur-X Format

• Please cancel my trial / subscription

  I’m doing a free trial of the Enterprise version. I’m trying to cancel it and make sure I won’t be charged a subscription. I can’t follow your help pages for this because I don’t get a sidebar with the details. I’ve wasted a lot of time trying to do this.

• 日付別メール送信リストの作成

  日々顧客に個別にメールを送信しています 日付別に送信先リストを作成することは可能でしょうか？

• 【Zoho CRM】キオスク機能のアップデート

  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。 今回は「Zoho CRM アップデート情報」の中から、キオスク機能のアップデートについて、 一部を抜粋してご紹介します。 キオスク機能とは？ 特定の処理を行うための専用画面（キオスク）をノーコードで作成できる機能です。 自社の業務プロセスにあわせた画面の表示、タブをまたいだ処理などが可能です。 本アップデートにより、キオスクの柔軟性と操作性が大きく向上しました。 詳細について以下より確認しましょう。 ＜目次＞ データ取得機能：「データ選択不要」のデータ表示

• Zoho CRM IP Addresses to Whitelist

  We were told to whitelist IP addresses from Zoho CRM.  (CRM, not Zoho Mail.) What is the current list of IP Addresses to whitelist for outbound mail? Is there a website where these IP addresses are published and updated?  Everything I could find is over

• Ability to Add Custom Favicon to Zoho Desk Survey Window

  Dear Zoho Desk Team, Greetings! We would like to request the addition of a feature that allows users to add a favicon displayed in the Zoho Desk Survey window. Currently, there is no option to set a favicon. Customizing the favicon would allow businesses

• Campaigns Place-holder $ tags

  Hi there I’ve just started using Campaigns and I’ve been making use of the placeholder inserts available when constructing the email. However, in my contacts in CRM rather than have a first name and last name field I put their full name into the last

• Setting Up Automated Lead Nurturing Campaign in Zoho CRM

  I want to create an automated lead nurturing campaign within Zoho CRM and Zoho Campaigns with the following requirements: Leads should receive a sequence of 5 emails, spaced 3 days apart. If a lead clicks a link in any email: A notification should be

• Books Not Matching Transactions from Feed - "The total amount does not match with that of the transaction"

  Recently, transactions that are transfers from a foreign currency (FCY) account to a base currency (BCY) account are not allowing for matches with transactions from the bank feed. Please see the screenshots below: As one can see, the amount is in the

• Inline and background image with from scratch contract type

  When using the "Create From Scratch" option to build a new contract type is it possible to add inline images as well as a background image? We want our company logo on the cover page as well as each page header and also have a background image that we

• Is it possible to display a graph of data within a contact record

  I’ve had someone create deluge code to import data from another SaaS platform into Zoho CRM for my swimming pool company. This data is stored within each customer’s contact record under a custom module called "Chemicals" and is updated weekly with new

• Adding the date of an expense to an invoice

  Hi there, I have uploaded a whole load of expenses. I have prepared an invoice, and want to add the expenses. However I need to show the date which the expenses were incurred - how can I do this in the template? Thanks Michael

• How to Link WooCommerce Orders to Contacts in Zoho CRM for Better Customer Segmentation?

  I’m running a fashion e-commerce website using WordPress. My sales staff usually rely on customers’ past orders to segment and re-approach them for sales. However, I’m not sure how to apply Zoho CRM for this purpose, since I can’t link the orders from

• [WEBINAR] - Importing PDF bank statements into Zoho Books [ Indian and GCC editions ]

  Hey everyone! Manually entering the bank statements into your accounting software for reconciliation purpose is a tedious and error-prone task that can compromise the accuracy of your accounts. The banking module in Zoho Books helps you solve this problem

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