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

• Effective project development with integration of Zoho Desk and MS Azure

  Dear partners, We are happy to announce that you can now integrate your Zoho Desk account with Microsoft Azure DevOps. This integration provides an effective way to: Manage feature requests Collaborate with teams Streamline development processes Dispatch

• No-reply email account without taking up a user license?

  I just upgraded our zoho mail account to the paid tier and purchases 7 licenses. When setting up our new users I can't add the 7th one because I have a no-reply email account created to be able to send automated emails from our server. How do I go about having an account like that without taking up a user slot? All it needs is outgoing mail, no receiving or anything else.

• ¿Por qué no te puedes perder los Workshops de Zoholics 2025?

  Cada año, Zoholics reúne a cientos de profesionales, emprendedores y entusiastas de la tecnología para compartir ideas, aprender unos de otros y descubrir todo lo que el ecosistema de Zoho puede ofrecer. Pero si hay una parte del evento que realmente

• Fetch Project's Task by Name

  Why is there no way to fetch a projects task by name? https://www.zoho.com/projects/help/rest-api/tasks-api.html#alink1 I have looked in the documentation but didn't find a way to fetch tasks by Task Name Am I missing something?

• Error when adding an existing user to Zoho Project

  In the Zoho Projects Flow if an existing user is added to the project it results in an error There should be a way to automatically skip adding the user if it already exist in the Project instead of halting the whole Flow

• Cannot Trigger Purchase Receive Flow from Both Books and Inventory

  I have created a flow for Zoho Inventory Purchase Receive Normally the purchase receive is created in Inventory, but sometimes the Purchase Receives gets created in the Books the the flow doesn't trigger Is there a way to trigger the flow whether the

• New VAT Rate for South Africa

  Hi, When will the new VAT Rate be implemented as it is from 1 May 2025, and how will updates etc happen. Will there be a global update function. Thanks

• South Africa VAT increase from 1 May 2025

  Hi Will Zoho Books automatically update the VAT settings from 15% to 15.5% or must it be done manually? The VAT rate is increasing to 15.5% on 1 May 2025, and supposedly to 16% in 2026. Regards Uwe

• Power of Automation :: SLA for Tasks

  Hello Everyone, In this 'Power of Automation' series, we are focusing on the feature "Time-Based Workflow Rules for Tasks." Workflow rules help project managers organize tasks in a project by setting criteria and actions that meet the project requirements.

• message var is empty in bot mention handler

  Hi, I'm encountering a problem: in my bot's mention handler, I want to retrieve the text the user typed when mentioning the bot. Example: On the #tests-cyril channel, I send this message: “@Donna hello how are you ?” I expect the system variable "message"

• Restrict Payment Methods

  Allow us to restrict certain payment methods specific for each customer.

• Widgets in People 5

  I'm trying to add a button widget in one of our test sites, created using the Zet-CLI Tool. When I host the Widget externally it runs fine, making a call to a UK Government API and downloading some json and displaying a table of data. If I try to host

• No feedback from Zoho Books regarding Yodlee feeds for Investec

  I reported on 6 Feb 2025 that the Bank Feeds for Investec bank via Yodlee are not working. To date there has been no resolution. You are charging us for a suite of products where the functionality does not work. Please advise how you will refund me for

• Convert a message on Cliq into a task on Zoho Connect

  Message actions in Cliq are a great way to transform messages in a conversation into actionable work items. In this post, we'll see how to build a custom message action that'll let you add a message as a task to board on Zoho Connect. If you haven't created

• Zoho mail not working after Domain expiration and renewal

  Need help getting email working after an accidental domain expiration. Domain has since been renewed.

• eway Bill - Import (Good / Material)

  As we Importer of goods , for That first we Generate PO then , Payment, then after We create Bill of Entry  After Bill of Entry Anywhere (99%) cases material that arrived to port that comes to warehouse / factory for that Eway bill , we have to create

• In zoho creator I have Category form it has category name field Once Enter category name , category code want to Auo create on submit of the form

  In zoho creator I have Category form it has category name field Once Enter category name , category code want to Auo create on submit of the form Code Create Format first letter of product with number of product on this category Example: I have one use

• Let's Talk Recruit: Meet Zia, your all-in-one AI assistant

  Welcome back to our Let's Talk Recruit series! Today, we are going to meet Zia, your all-in-one AI assistant. Let's delve into Zia's capabilities and explore how it takes tedious, time-consuming tasks off your plate. What is Zia? Zia is your AI companion

• Zoho ONE Inventory and Zoho FSM

  Zoho ONE Inventory sees a warehouse just as a warehouse. You have to be a ZOHO ONE usher for example to use a warehouse like counting stock while you have to buy a warehouse as an Add one separately from ZOHO ONE Inventory to use it for ZOHO FSM In ZOHO

• Export all of our manuals from Zoho Learn in one go

  Hi, I know there's a way to export manuals in Zoho Learn, but I want to export everything in one go so it won't take so long. I can't see a way to do this, can I get some assistance or is this a feature in the pipeline? Thanks, Hannah

• How to Mass Delete 26K leads ?

  Hi, can anyone tell me how I can mass delete 26K leads please? Thanks Colin

• 【Zoho CRM】サブフォームのアップデート

  ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中からサブフォームのアップデートをご紹介します。 サブフォームは、複数の行項目をまとめて管理できる副次的なフォーム/表です。例えば、営業チームがCRMのサブフォームを使って顧客の注文を管理する場合、商品名・価格・納期などの情報をまとめて入力できます。 ただし、このサブフォームのリスト自体が長くなると、スクロールが必要になり、画面上で確認する際に情報を把握しづらくなることがあります。 この課題を解決するため、サブフォームの列で「複数列のピン留め」と「項目列の幅の調整」の2つの新オプションの使用が可能になりました。

• Is there a way to Prefill A Subform in Zoho Forms?

  By The Grace Of G-d. Hi, Is there any way to prefill a subform? Using URL Parameters or something else?

• Updating Auto Numbers

  I'm removing a suffix from my auto number that's related to my customer record. I would like it removed from all existing customer records but I don't want to change the number before the suffix. If I tell it to update existing records, will it overwrite

• How to add categories?

  How to add categories? I don't know if it is possible to create categories of the services, for example if the reported issue is a printer problem, hardware, email account, etc. I have only seen that the ticket is chosen if it is a complaint, question,

• Zoho CRM in Microsoft Power Automate Custom Data Connector

  Hello, I have set up a custom data connector in Microsoft Power Automate. It is a connector to retrieve Zoho CRM data. I am pretty certain that I have entered the OAuth 2.0 authentication information correctly. However when I test the Get request https://zohoapis.com/crm/v2/leads.

• Client Script: new value not set after calling setValue() - what's wrong?

  I'm new to Javascript and Zoho Client Script, though I have experience developing applications in C and Java. I have been trying to figure out why my code doesn't work and would appreciate help from the community to point out what's wrong. For my current

• Sorry! we encountered some problems while sending your campaign. It will be sent automatically once we are ready. We apologize for the delay caused.

  Hello. Lately we are having problems with some campaigns, which show us this error message. Sorry! we encountered some problems while sending your campaign. It will be sent automatically once we are ready. We apologize for the delay caused. We can't find

• ZOHO not recognizing mx records

  My domain hosting lapsed, and upon reactivating I had to recreate all my DNS records. ZOHO is not recognizing my MX records, but IS recognizing my SPF, DMARC, etc. Mail is being delivered to ZOHO just fine, but when I attempt to send I get a "relaying

• mail rejected because of sender's SPF record issue

  We recently started hearing from customers that email is bouncing with the error: 550 5.7.23 Sender's SPF Policy Failure We cannot reject email because sender's DNS record is wrong. We need to accept mail in most cases. How do we fix this (because clearly

• No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked.

  Hola! quiero enviar un correo electronico desde mi casilla de correo " tallerenproceso@zoho.com" y no me permite, porque dice: " No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked." lei que otros usuarios le daban respuesta de almacenamiento,

• BLOQUEO DE POP-ENTRANTE

  Solicito con urgencia su apoyo, la cuenta dnanez@mirandacorredores.pe tiene problemas con el correo entrante. Tiene habilitado la opción POP en ZOHO y maneja sus correos con la herramienta Outlook, sin embargo no puede recibir ningún correo ya que aparece

• Making preview pane "stick"

  Hello, Is it possible to fix/dock the preview pane so that it's always there? The modern monitors are all very wide so there's plenty of space horizontally. Having the preview pane disappearing and appearing again when you click on an email message in

• Renew expired domain

  Hi My domain expired in early September. I tried to renew it but to make the transaction was an error. In the control panel, the renewal option does not appear. It happened more than 1 month and already I'm having problems with mail. When I go to a site

• Print Email without Header Information - How?

  How do we print an email without printing the header? More and more vendors are emailing us invoices embedded in the email - not as an attachment. However, because the email print function automatically prints the email header, the invoices are split

• Cómo creo una factura negativa o de abono?

  NEcesito anular una factura y crear una nueva igual pero en negativo. El sistema no me lo permite

• Metrics available in Canada ?

  Hello, For the portal, the metrics looks empty for me. It says something like "no portal to display". Do I have to do something special to get it started or it is just not available yet for Canada ? Sylvain

• In Zoho Desk, is there a way to see a list of comments that I've been tagged in?

  Thanks in advance!

• Tracking product & invoice margins and costs

  We currently use Zoho Invoice and looking to understand how other people manage their product costs, margins, reporting etc. How do you know how much a particular job/invoice has made you and the costs involved? We have over 100,000 SKUs so not sure how

• ZOHO ONE Inventory and ZOHO FSM

  Zoho ONE Inventory sees a warehouse just as a warehouse. You have to be a ZOHO ONE usher for example to use a warehouse like counting stock while you have to buy a warehouse as an Add one separately from ZOHO ONE Inventory to use it for ZOHO FSM In ZOHO

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