Difference between Marketing Automation / Campaigns

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• Avinash Avi

  

• 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

• Need head start/ideas for a new application using the portal

  Hi, I am just looking for ideas, or direction, about a new app. Simply put, I have multiple vendors offering products, and multiple customers buying those products. BUT the administrator controls the product offering and prices. For example, Vendor "A"

• SMTP zoho email + prestashop problem

  Hi,  i just created an email for my domain with an e-shop built on prestashop... however, after setting the SMTP (myemail@mydomain.com, password is correct, server is smtp.zoho.com, port 465, SSL) i still get an error message saying i should check my settings. with gmail address it works fine, but zoho has a problem.. anybody encountered this problem, or has any idea or solution? thanks a lot.

• Cannot paste consistently

  When authoring and editing articles in Zoho Learn, I often find that I am unable to paste content. Some days, Zoho will let me paste a few times using keyboard shortcuts (Ctrl-V), but then will randomly stop allowing this function.  I have also tried

• Recording stripe fees for sales w/out invoices

  In my business, people make many purchases w/out an invoice using a credit card. With invoice payments, I record them as sales and deposit the $ to credit card clearing, deduct stripe fees associated on the bank fees line, and then I record the stripe

• Fields from Zoho CRM not appearing in merged document

  Hi, I have a custom CRM module where certain fields are looked up from "Contacts". When I then try to run a mail merge from my custom module, the date from the fields which were fetched from contacts do not appear in the document. I just see the field

• Going back to older version

  Hi, One of our tech did a new version of our app, but created problems that we do not have time to repair, we just want to go back to an older version for the moment. To make sure we choose the right older version, we also want to double-check the dates

• Zoho Creator HTML Page

  Hello Team, I have a query related to the HTML page I created in Zoho Creator. I would like to apply some filters on this page without passing them through URL parameters. Could someone please guide me on how this can be achieved? Thanks & Regards, Piyush

• Remote Assist Reboot - User can't login

  Last night one of our support agents was using Zoho Assist doing a remote assist session.  A reboot was required. Upon rebooting the Windows 10 user says he can't login and that he is getting an invalid password error.   Is this a known problem? Any thoughts?  Awaiting customer to arrive at work today to attempt safe mode boot.

• Move a ticket from one department to another without creating the product in both departments

  Hello everyone, I am having serious problems with the products. When a customer creates a ticket in a department and selects a product by mistake and we move it to the corresponding department it automatically creates in both departments the product.

• How do I setup product syncing between Desk and CRM?

  How do I setup product syncing between Desk and CRM? I can see in Desk where to add products, but it doesn't show the existing products I imported into CRM. Where do I turn on the syncing? I assume there's an option somewhere similar to the option to

• multiple users unable to view campaigns

  I have just added two users to zoho campaigns.  when they log in they don't see the details regarding the email campaigns already run.  i would like all users to access this.

• If a contact is deleted from Zoho CRM, will all related activities be deleted related to the contact?

  I think question is clear.

• Factur-X

  Bonjour, J'ai découvert dans la dernière release notes de Zoho Books, l'apparition du support du format Factur-X (Export Transactions in Factur-X Format | Help | Zoho Books), mais il faut apparemment activer une nouvelle fonctionnalité de taxes. Quelqu'un

• On Duty Requests using API

  Currently we can only do attendance entries using API, we need to make on Duty Requests using API Use Case We are using different on premise devices to track meetings, we want to sync this data with Zoho People Currently we are manually making on duty

• Zoho desk Instant messaging no notification

  We are using whatsapp inside zoho desk instant messaging, however my agents are not notified if there is someone who send a message. We all miss messages because there is no indication there has been a message send. No notification badge, no notifications

• need help to set up feeds to Zoho books with CRM Perks plugin

  Hi there, I need help setting up feeds with the CRM Perks plugin. It is supposed to send various feeds, like orders, payments, etc., from Woocommerce to Zoho Books. I have been trying so hard but seem to be too thick to get it done :-( For months, I worked

• Instagram Visiual Planner

  Hello, I am loving the new updates with Zoho Social, especially the Canva integration. Is Zoho planning to offer the Instagram Visual Planner where you can preview what posts will look like on your timeline grid view before posting? There are many programs

• How to distribute expenses evenly over the year?

  I want to distribute cost of f.e. licences or inssurance that occour once a year over the year. How can I do this? Is this even possible?

• Free webinar: Zoho Sign in Q1 2025 - A quick walkthrough

  Hi, The first quarter of 2025 has flown by, and the Zoho Sign team has been hard at work releasing enterprise-grade features to enhance overall collaboration. Join us for our upcoming webinar, where we'll discuss what's new and what's to come. What will

• How do I make a recurring subtask?

  I have a user that has a monthly task with several subtasks. I can set the main task to monthly recurrence but I've been unable deter how to get the subtasks to transfer with the recurring task. Should I setup tasks with dependency instead?

• Workflow Failure - Notifications

  Good afternoon, I have just experienced an error whereby a Workflow failed, for a reason currently unknown. The problem is that one of my users had to flag this manually (thankfully he's very thorough) and this otherwise would have flown under the radar.

• Introducing Linkthread by Zoho Social — our new link in bio tool

  Hey everyone, We hope you're all doing amazing. We always love bringing features and tools to make your social media marketing journey easier, and today, we've got a brand new tool that we'd like to introduce to you. We know how important it is to make

• Determine agent work hours and break timings with Desk's agent availability report

  Hello everyone, We are excited to tell you about updates to the agent availability report, designed to enhance efficiency in tracking agents’ activities. What is the agent availability report? The agent availability report helps managers monitor team

• Planned, actual and forecast hours

  Hi there, I'm attempting to use Zoho to plan projects and time, but it's so confusing. I have two questions: Why, in the screen shot below, is my planned hours saying 8? I have assigned 8 work hours to the task, and I have logged 4 hours of actuals. I

• Add Comment/Notes to Each Action in Zoho Flow for Internal Documentation

  It would be great if Zoho Flow could introduce a field to every action where we can make an internal note about why we are doing something with a specific action. This is especially helpful if more than one person from the organization handles automation

• Kaizen #188 - Building a Timer and Worklog Widget (Part 2)

  Welcome back, Tech Wizards! In Part 1, we developed a Timer Widget that logs active work sessions into the Timer Entries module. Now, let's enhance this functionality by transferring these entries into the Work Log subform within the Cases module using

• How to use Quoted/Invoiced_Items custom fields APIs in Deluge ?

  Hi, I'm trying to do a function to create an invoice from my existing quote, but I can't use some datas in the mandatory Quoted_Items Subform as it's from custom fields I've created and it's available only using APIs V2.1. So I tried what I found in the

• Can Not Categorize Sales vs Services for "On The Fly" Line Items

  We can not categorize Sales (Goods) and Services with Zoho Books for "on the fly" line items when creating a transaction (quote or invoice). Zoho Books does not provide the basic ability to separate product sales and services for "on the fly" line items

• Can a Custom Button (custom action) ask for user input?

  We have already a few buttons adding the actual date to some fields on Stages changes, now we need to ask the user for a Date and add it to a field. Can it be done using a button? or any other way?

• Canvas Flex Box containers should not require a width/height.

  Flexbox containers are often used as organizational concepts, to ease re-flow on mobile etc. - I cannot use % for flexbox W or H - I cannot omit W or H This means that the content cannot dictate, and a Flexbox container cannot be used merely as an organizational

• Is is available to access notes from mobile app?

  As you know we have a notes section in the mail system at the website but can I access the Notes from the mobile app? Thanks in advance

• Outlook sync (365) Restricting which contacts signals are created for & seeing my sales ppls email activity

  Hi All, As per the subject I want to restrict which contacts the signals notifications are activated for, and indeed which contacts email are tracked in the crm - my boss does not want his sensitive emails to end up in there but he does want to track

• [Free Webinar] Learning Table Series - Zoho Creator for AI-Enhanced Property Management

  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 Learning Table Series Learning Table Series is a free, 45-60

• Convert Prospect Back to a Lead in Zoho CRM

  Could anybody help me convert a prospect back into a lead? There does not seem to be any kind of "reverse" button. Thanks.

• Function #35: Close all tasks associated with a lead and create a new task.

  Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is just

• Ticket closed, remove reopen ticket button

  Hi Zoho team, Is there a way to remove the Reopen ticket button when ticket is closed?

• Request to View List of File and Folder Links in Zoho WorkDrive

  Hello, I need to check a list of links for the files and folders stored in Zoho WorkDrive. Although it is possible to check them one by one, I would like to know if there is a way to view them all at once in a list format. Could you please advise on how

• Autotranslate only have 2 of my 3 languages

  My HelpCenter has three languages, as you can see below: I chose to use Google Translate for my automatic translations: I can only see 2 languages: How do I add the Portuguese here? Is this a bug? Thank you.

• Como se guardan las imagenes que se cargan desde el Zoho Forms a Drive o Workdrive

  ¿Cómo puedo usar Zoho Flow para tomar un archivo subido en un formulario de Zoho Forms, extraer su ID de la URL y luego copiar ese archivo a una carpeta específica en Zoho WorkDrive de manera automatizada?

• Record Summary Template Improvements

  Hi, Just a few suggestions to improve the usage of record summary templates. Some of them have been asked for before. Dynamic renaming of templates when sent as pdf attachment in sendmail task, also on export to pdf. Option for Page numbering. Option to add current date (${zoho.currentdate}) Option to repeat header and footer on each page. Subforms, more options in "Related Field Properties" for cell borders.(Currently only turns full border on or off)  Choose template to use as record summary from

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