Difference between Marketing Automation / Campaigns

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• Avinash Avi

  

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• 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

• Pdf/A-3 ( embedded with xml)

  Mr. Abdur rahman, Please give me answer of my questions. Does your software generate PDF/A-3 (with embedded XML) and XML formats, fully compliant with ZATCA Phase 2 for B2B invoices? Are Phase 2 fields (e.g., UUID, Previous Invoice Hash, Invoice Counter

• Updating field from the UI or from function take more that 1 minute to be updated

  I have activity order model with dropdown status field, I've changed the status from Completed to Canceled on the CRM like on the attached image: But once I fetch the record on function the record didn't updated behind the scene The strange thing in here

• Zoho Voice & Zoho CRM

  I was using Twillio to send automated messages to my clients when a new lead comes in Zoho CRM. The twillio integration was stopped by Zoho and hence I used Zoho Telephony which doesn't support SMS. Now someone from Zoho told me to use Zoho Voice. I bought

• Deleting unwanted ticket replies

  Hello, In a Zoho Desk Ticket thread, sometimes one of the recipients has auto-reply activated. This creates a new message in the Ticket thread that not only pollutes the thread, but most importantly cannot be replied properly because usually auto-reply e-mails don't do "reply all", so the other recipients are not included. I want to delete such a message in the Ticket thread. I searched the help of Zoho Desk, but only found a way to mark as Spam (https://help.zoho.com/portal/kb/articles/marking-support-tickets-as-spam)

• Why Format section gets disabled when we create Merge Template over PDF

  I need some assistance I have a Client who is going to give certificates to users who passes his exam. So, I am using mail merge but in ZOHO writer after I upload the PDF and create merge Template over PDF the format Section gets disabled. My problem

• Import contacts - invalid pattern with encrypted emails

  Hello, I have a list of encrypted emails provided by an external partner. They need to be imported into a custom list. Problem is, the import process is ignoring the entire list, maybe because of the weird format? Since they are encrypted, they all look like this example: d+NDd5wqi3neiQWEwquie1bnwquien@example.com What can I do to import this list? Also, is there a way to allow my user to add contacts without this "ignore filter" from now on? The fact is that our partner will provide us a new list

• Important: Microsoft Outlook Bulk Email Updates

  Dear Marketers, We want to bring your attention to an important upcoming change announced by Microsoft (Outlook) that will impact users sending bulk emails to Outlook.com, Hotmail.com, and other Microsoft-hosted inboxes. This update focuses on strengthening

• UI and other enhancements in Community module

  Hello everyone, The Community module has undergone a UI revamp to improve user experience. In addition, we have introduced Status Board and Bulk Approval of posts to provide better engagement. Improved User Interface The new interface brings the following

• Add Pre-Trigger Filter Capability for Webhook Triggers in Zoho Flow

  Dear Zoho Flow Team, Greetings, We’ve been working extensively with Zoho Flow and appreciate the flexibility it offers for automation across our tools. We’d like to request a feature enhancement specifically related to Webhook triggers: Use Case: Currently,

• Getting data from subforms

  Bonjour, I have a Product form that has a subform with 2 fields : Unit (Kg, boxes...) and Price. In an Order form, I select an item from Product, and I already managed to input the Unit choices in a dropdown field with the following script: RefProduit

• Support for Transparent, Shadowless Panels in Zoho Creator Pages

  Hi Zoho Creator Team, Hope you're doing well. We would like to request more design flexibility in Zoho Creator, specifically the ability to create panels with no background, border, or shadow. Use Case: In our app, we’re designing a dashboard that uses

• Looping issues

  Can someone please explain why this doesn't infinitely loop, but the second one does? How can I get around this? This one loops ⬇️

• Automation#33: Automate Splitting Names for Existing Contact Records

  An organized directory – who doesn't love one? Previously, we explored how to split contact names into First Name and Last Name for new contacts in Zoho Desk. But what about existing contacts already in your database? This week, we bring you a custom

• Automation#31: Automate Splitting Names for New Contact Records

  Hello Everyone, This week, we present to you a custom function, which allows you to split the first and last names from the user's email ID based on the separator used in the ID. Having grown into a large firm, Zylker Techfix aims to optimize its processes,

• Shopify sales orders creating a new account in Zoho

  Hi all, I am having a slight issue with the shopify integration. Whenever a customer purchases from the store, shopify automatically creates a sales order in inventory. The issue is that it creates a new account for the customer's name instead of attaching

• Bar left hand side iphone app

  Hi, using the Zoho Mail app on my iphone and I can see that some emails in the list have a thin, pale bar at the left but I have no idea what this signifies? See image. Any idea? Thanks

• automatic time stamp and field age

  Hi, I am trying to note the time when a certain field is updated in Zoho CRM. I've been able to create a rule that would trigger the respective field update. However, for the field where I'd like the current time stamp to be automatically recorded, I'm not being able to add a dynamically generated time. I can only add some static text. Is there a way to dynamically generate time stamps? Subsequently, I'd like to know how to show the age of the field once I've generated the time stamp (for e.g.2 months

• NOW Zoho Creator still cannot bulk download Image or File Upload Field

  The filedownloader has been deprecated for 5 years. Until now, we still cannot have a replacement tool. How can we bulk download the file that we uploaded to Zoho Creator. Previously, it was so simple to bulk download all those files. But now failed to

• Zoho Creator delete validation seems like does not support <br> html code

  Validation Workflow in Create or Edit, We can use this styling code eg: <br>, <b>, <u> Those very simple code in those validation (in Create or Edit) But, for Validation (In Delete) Zoho Creator seems like does not support it. The alert task just shown

• How to unvoid sales order ?

  Helo, We need to make a credit not from a voided invoice, which is linked to a voided sale order. I can't find a way to unvoid a sale order. There only a way to convert it to a Purchase order instead... The invoice can't be send back to draft because of the voided sale order. From a accountancy point of view, and treacability, we can't make a standalone credit note. What is the usual procedure? Thanks

• Introducing body parameter for invokeUrl

  Hello everyone, We’re excited to announce that the invokeUrl Deluge task now supports body payloads and allows you to send data with all HTTP methods. Previously, GET and DELETE requests couldn’t include a body payload, and this limited your API interactions.

• Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

  Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful

• Zoho Sites Vs Zoho LandingPage

  Hello everyone, I'm currently exploring the various tools offered by Zoho and have a couple of questions: What is the difference between Zoho Sites and Zoho LandingPages? I'm trying to understand their primary use cases and how they differ from each other.

• Managing external users for Cliq when organization is a Zoho One User

  Hi All, I am having a problem and would like to know if anyone else has experienced the same and more than anything if you were able to resolve the problem. My problem is that I set up Cliq and finally got all users on board and using the chat in place of email. Most of our users are external subcontracted teachers that we need to from time to time coordinate things with. Well, once Cliq became a part of Zoho One, I worried that I would then have to add all of the external users to Zoho One. Of course

• [Product update] Teamwork Integration with Zoho Analytics

  Hello Customers, As part of our ongoing efforts to enhance integrations, we are upgrading our Teamwork integration with Zoho Analytics from the V1 to V3 version of the People module. We’re also pleased to inform you that this update brings new field additions,

• Apply Workspace First Day of Month Setting to User Filter Date Picker

  I've noticed that the user date picker filter always has the first day of the week as Sunday, even when Monday is selected as the Workspace default. I would like to raise a feature request to apply the Workspace default to user date pickers. Thanks

• Highlight a candidate who is "off limits"

  Hello: Is there a way to highlight a candidate who is "off limits"?  I would like to have the ability to make certain candidate and / or Client records highlighted in RED or something like that.   This would be used for example when we may have placed a candidate somewhere and we want everyone in our company to quickly and easily see that they are off limits.  The same would apply when we want to put a client or former client off limits so no one recruits out of there. How can this be done? Cheers,

• Count the number of subform records associated with parent record

  Hello! I have a main form which contains all the details of a particular Issue, and then a subform where we can enter some information about each client who is affected by that Issue. What I want to do is have a field in the main form contain a count of the number of clients who have been affected, and automatically update when a new client's information is entered in the subform. Essentially, just a count of the records in the subform that are associated with that parent record. I've tried variations

• RingCentral Intergration Fax

  Hello Zoho Community , I recently intergrated with ring central with zoho crm. Ring central is a fully loaded buisness VOIP and Fax system , however I think there should be a button in Zoho to allow users to fax out the same way users are able to fax

• [Product update] Instagram Profiles Integration with Zoho Analytics

  Dear Customers, We want to inform you about an update affecting the Instagram Profile integration with Zoho Analytics. Meta is deprecating the "Impressions" and "Plays" metrics as per their announcement in this change-log document. To ensure uninterrupted

• how to prevent some user to choose the stage in deal module when creating a deal record?

  I want to prevent some users to choose a deal stage when creating a deal record I want some users to follow the pipeline from top to bottom. can I do that? because it seems I can't hide this field . is there any workaround for this? can I hide it using

• Quotes: Export to PDF and attach using API

  Hello, I would like to automate the following: - create a Quote for an account - export that quote to PDF - upload the PDF back into ZohoCRM, as an attachment for that Quote using API methods. Is this possible, has anybody done this before? Thank yo

• Zoho CRM Contact Form style in website

  Hello, I am trying to embed the Contact Form from Zoho CRM into our existing WordPress website to replace our current contact form. The look on the website is not similar to the 'Preview' when I am setting up the form in the CRM, and I have limited html

• 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

• Data Sync

  Hi, is there any scope for live data synchronization with CRM and Analytics, especially as TV channels for motivator is unable to provide charts, dashboards within Analytics seems the obvious solution?

• I have integrated WhatsApp but it in vissible to sent message to customers

  I have integrated WhatsApp but it in vissible to sent message to customers.

• Embedding SalesIQ in Zoho Creator within a (Internal) Widget - Not customizable

  I've been trying to integrate SalesIQ within an application in Zoho Creator. And since <script> tags can't be rendered within the HTML snippet, I've created a separate widget which is hosted internally (through packed .zip file) and added SalesIQ through

• Zoho Campaigns - how to have distinct Lead and Contact segments?

  Hi, I have been using Zoho Campaigns for quite a while now. What is not clear to me is how to have distinct segments for Leads and Contacts. I tried and used filters to do the trick, but that doesn't always work as I expect. For instance, converted Leads

• OAuth Error - {"error":"invalid_code"}

  curl -v --ipv4 -X GET \ --url 'https://accounts.zoho.com/oauth/v2/auth?response_type=code&client_id=[CLIENT_ID]&scope=AaaServer.profile.Read&redirect_uri=https://my-real-domain.com/zohocallback.xhtml&prompt=consent&access_type=offline' RESPONSE Location:

• Zoho Campaigns Pop Up not scaling properly on phone browser

  The pop up for the sign up for my mailing list works fine on my browser on PC, but on phone, it only shows half of the pop up. How do I fix this?

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