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

• Viewing Live data

  Where can I see the live data that is sent from the device?

• Canvas templates can now be shared with different CRM organizations

  ----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help

• CRM to Writer Mail Merge Preview not working

  When performing a mail merge from CRM to writer the preview function does not work. I get the following error. I am a Zoho one user on a ChromeOS. I have been successfully using mail merge from CRM to Writer about 4 years. This error seemed to coincide

• Show Call History During a Blueprint Transition in Leads Module

  Hi all, I have a Blueprint set up in the Leads module with a transition to Reattempt Call, which updates the lead status to Attempted Contact. I’d like to know if there’s a way to show the call history or at least a summary of how many call attempts have

• How to delete more than 100 leads at a time.

  We are a call center and we need to upload fresh leads daily.  Is there any way to delete all leads only at once.  Currently we are deleting 100 at a time. Please anyone who can help. Thank you.

• The Next Chapter for CRM for Everyone: Moving from Early Access to Phased Rollout for Customers

  #CRM25Q1 Hello Everyone, Until now, CRM for Everyone has been available in early access mode exclusively for users who opted to try the new version. We are now transitioning to a phased release, starting with the basic edition. We are thrilled to announce

• Canvas for related lists

  Hey, we would like to customize our related lists. For us, it would make more sense to present the data from an assigned record vertical instead of horizontal. Can we get a related list Canvas view?

• Standalone custom function not generating logs

  Why dont't standalone custom functions generate logs when the're called from another function? I have some functions (workflow, buttons and blueprint) that have common parts, so I put that part in a standalone function which is called from the others.

• ACR Phone mobile app for logging phone calls into Zoho CRM

  ACR Phone is an Android app recording voice calls with additional features such as blacklist, cloud upload, call log and more. Use the ACR Phone extension for Zoho CRM to generate Leads and Contacts with the voice recording attached right after your phone

• How can I throw an error / terminate the flow from within a custom function?

  As the subject says. I would like to be able to terminate a flow from within a custom function if certain conditions are not met. I know I could hook a decision box to the output of my custom function and check return variable, but hoping there is a more

• Multiple Zoho Attendees in a Customer meeting

  We are having constraints with having to log duplicate meetings when we have 2 Zoho users attending a customer meeting. What are the options to resolve this? You can add participants, but you cannot report on them. What can be done to avoid creating so

• Password change restriction

  Can the administrator restrict users from changing their email password?

• MS PowerApps Custom Connector

  Has anyone successfully connected to the API from MS PowerApps? The OAuth2 seems impossible to use from a platform like this.

• Zdk-cli

  As i have tried to login to zdk cli as it returns this error ✔ Success! Logged in as JAYANTHAN ✖ Error during initialization of zdk api supported only in sandbox environment

• Trying to do commission tracking with zoho crm, can i do a Lookup against multiple fields in a module?

  So i'm still designing my zoho one crm as i come over from salesforce. One of the things i'm trying to build is a commission tracking module. At some point i'll probably hire someone to help with custom code, I'm just proof of concepting it. I"m not sure

• Customer Portal Zoho Desk | Sort ticket list

  Hello, If you view the ticket list inside the desk portal (https://xyc.zohodesk.eu/portal/de/myarea?departmentId=xyz) all tickets are displayed depending on the filters: department "my tickets" / "team tickets" status group/type channel My questions:

• Customer/item(s) bought view

  Hello In Inventory/Customers/Transactions tab, how do I see what it is the customer actually ordered/bought without having to open each SO? Our customers buy a number of items thoughout the year. I've look at each transactions drop down, and no-where

• ERROR: Product type cannot be changed for Items having transactions.

  I have mistakenly added a product type as goods for an item that was a digital service. Now when HSN/SAC became mandatory, this brought my attention to this error I did. So I tried changing the product type but it displayed this error message Product

• Inventory Asset vs Finish Goods vs Work in Progress please explain or help me choose

  New to this so please if you can help in any way I would really appreciate it. So here we go. I make and sell and item which is made out of bunch of other items. (Composite Item). Now one of the parts that the item is made from is also a composite item.

• WorkFlow to Update Custom Field in Sales Order with Tracking Information from Shipment of that Sales Order

  Hello All- I'd like to update the sales orders with the tracking information I enter in the shipping document. What is the proper variable to get the tracking information out of the shipping document? See attached.

• ZOHO Desk-Enable Ticket Notification sound

  Hi, I answer the helpdesk tickets for Sevenstar. How can I enable the Ticket Notification sound when I receive a new ticket?

• Batch Tracking Enhancements In Zoho Inventory

  Hello users, We’re excited to announce that we’ve taken batch tracking to a whole new level in Zoho Inventory! We’ve made it more accessible and easier to use than ever. Here’s a quick look at the improvements: 1) A New Way To Create or Modify Batches

• Workflow not triggered by custom function field update

  I have a simple workflow that triggers when a field is updated on a Deal page. It works fine when I "manually" update the field via "edit" on that Deal page. It does NOT however work or trigger when that same field is updated with a custom function. I

• Version history for Zoho CRM Functions

  Hi Zoho Support, I am wondering, there is no topics been posted for requesting the Zoho CRM Custom Functions Version history. It would be great to have mandatorily needed feature in Zoho CRM custom functions. Is there any work going on for this feature.

• Creator portal user do not accept user password upon creation

  I placed a request at Zoho and they are working on it, but I try here too in case somebody has already the answer: Today, sudently, my customers that tried to join the portal were not abble to enter a valid password, even if the password had all the necessery

• CRM Campaign -> Create Campaign ->Zoho Campaign. Add to Sender Address dropdown options (2024/08/01)

  I'm trying to add different Sender Address and Reply-to Address options to a new campaign created through Zoho CRM. There is one sender and reply-to address available and it is not the account I'm logged in with. The dropdown options do not match what

• Create new ticket when another specific ticket is closed

  Hi. How can I create a ticket when another specific ticket is closed? So I have a ticket with subject 'Create agreement' connected to the contact of a customer. As soon as I close this ticket, I want that a new ticket is created (connected to the same

• How can a Zoho Desk Admin access restricted files?

  How can a Zoho Desk Admin access restricted files from Zoho Desk that are not displayed to agents on tickets due to file type restrictions?

• Need to bundle based on inventory stock not accounting stock

  Cannot create a bundle / composite item until a bill has been received, even if there is available stock due to an item receipt. This should be changed as it is required to make a bundle and invoice the customer before the vendor has billed us.

• Can we make Transfer Orders based on Physical Stock?

  We are a manufacturing company and prefer to manage stock in "Physical Stock" mode. But if we don't have enough available quantity in "Accounting Stock", we couldn't make Transfer Orders, right? Is there any work around with this issue?

• Why is my Lookup field not being set through Desk's API?

  Hello, I'm having trouble setting a custom field when creating a Ticket in Zoho Desk. The endpoint I'm consulting is "https://desk.zoho.com/api/v1/tickets" and even though my payload has the right format, with a "cf" key dedicated to all custom fields,

• Ticket template - Send email to multiple contacts

  Is it possible to set up a ticket template with multiple contacts selected to receive an email, rather than just one contact as the default? We use Zoho Desk to send an email report to a group of contacts every day, and have to manually add each email

• Zoho desk domain mapping not working

  Hi, I have followed this knowledge base support from your zoho site: https://help.zoho.com/portal/kb/articles/support-customers-from-your-own-domain-domain-host-mapping . First created a sub-domain(support.website.com), then went to zone editor to point "support.website.com" to cname desk.cs.zohohost.com . But it won't work out. What did I lack? Please I need it very much. Please see images below of the result: Please see below images of what I did: 1.)  2.) 3.) Hope to hear from you soon.

• Zoho Analytics pulling data from Zoho Sheets and Zoho Forms

  It would be smart to have Analytics import data from Zoho Sheets or Forms. 

• Exporting Presentations with Embedded Integrations

  I am embedding Zoho Analytics charts and tables - how can I export the presentations so that the embedded images show ? At the moment it just shows broken images . *note* I do not need the exports to have the live data or links - just a snapshot of what

• Embedding Zoho Analytics - is the data always 'live' ?

  When embedding "live" Zoho Analytics data into a template with the intention of creating a monthly presentation - how are the embedded filters saved ? When a filter is applied to a presentation from a template is it then fixed for sharing or will it always

• Zoho Flow Doesn't Detect Desk Ticket Custom Field Change

  I have a Flow that is configured to be triggered when a custom field on a ticket changes. I also have a Schedule in Desk that runs a script that changes the custom field. When I change the custom field manually in the Desk interface, the Flow runs as

• Weekly Tips: Track Email Engagement with Read Receipts in Zoho Mail

  While email is a convenient and widely used way to communicate, it doesn't offer the immediate feedback you get from face-to-face conversations or phone calls. When we send an email, there is no way to know for sure if the recipient has acknowledged its

• Reusable Variables

  I’d like to know if there’s a way to store variables in Zoho Analytics that I can use in metrics or calculations. For example, I have a Currencies table that stores the value of different currencies over time. I’d like to use the value of the US dollar

• HTML Code + Writer Documents

  Hello, I am in the process of writing a couple of documents in Writer. Both document will have 2 versions each. One version being a freebee that perspective clients can download from my website. The other version will be a paid version, and additional

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