Zoho Campaign initial Setup

• Topic Participants

• Yunes K A

• Vivekvarman D

  

• Sticky Posts

• Marketer's space - Understanding portal roles in the new user management system

  Hello, As part of our new user management setup, we recently introduced portals and workspaces. Portals enable you to manage multiple products under a single brand within a single account. Workspaces are the spaces you can create within a portal for individual

• Promote Campaigns on your LinkedIn Company page

  Hello!   We are happy to announce that Zoho Campaigns has further improved its integration with LinkedIn to provide more services. This time, we've come up with a new feature where you can promote your email and social campaigns on your LinkedIn company page.   LinkedIn company page is a hub where followers are updated about the company, its products & services and of course new features & updates. It acts as a public portal for prospects, vendors and partners, etc. You can engage your followers

• The much-awaited real-time sync between Zoho Campaigns and Zoho CRM is live.

  Hello all, You don't have to wait for 24 hours to pull data from CRM to Campaigns anymore. Instantly bring subscriber data from contacts, leads, and custom modules and get going with your nurturing process right away.  What has changed?  We have two types of syncs now: Immediate and periodic.  The UI: We have cut down on the number of steps for the sync from three to two.  When to use which sync: Immediate Sync: When you want the data to get reflected in Campaigns as and when it is added in CRM.

• Marketer's Space: Template Editor - Dynamic Content

  Dynamic content has become an inevitable part of email marketing. It's basically the process of displaying content to your leads that is relevant to them based upon them matching a particular criteria you have set previously.    To put it in simpler terms, it is the right content for the right people at the right time.    How to use the dynamic content While creating an email campaign, you go on to select a pre-designed or basic template to add content, and then click Advanced --> Dynamic to create

• Sending Autoresponders to Existing Contacts

  Hello! In recent times, many of our users wanted to send Autoresponders to existing contacts. Since, these contacts existed already; they will never be receiving that message scheduled in the Autoresponders.  But, is there really a way to push these Autoresponder message(s) to such existing contacts? Well, Zoho Campaigns has again come up with a solution for such request laid by many of our users. We are happy to announce the new enhancement on Autoresponders through which you can send the Autoresponder

• Recent Topics

• Backstage Roadmap to Most Requested Features

  Please provide insight as to ETA for the following: 1. Backstage integration with Zoho Showtime, seems like a no-brainer.       1.a. Why does OnAir look eerily like Showtime integration we must 'pay extra for'? 2. Backstage Integration with Zoho Subscriptions

• Spotlight series #7: Path animation

  Animating objects on your slide helps make your presentations lively and interesting. Animations add movement to an otherwise static deck, which helps grab your audience's attention. While you can animate your objects' entry and exit, or use animation

• Assign existing general timelog to a task

  Hello, is there a way to assign a General timesheet log to a task? I.e. I have the following General log: General | Log name | 01:30 I'd like to assign it to a task: Task name | Log name | 01:30 Thank you

• "Error while processing" when I try to send an e-mail

  Several times today when I have tried to send an e-mail it tells me that there is an "error while processing." What's that about?

• Zoho Inventory MobileApp compatible with barcode scanners such as Zebra

  Hi, Although the Zoho Inventory App is working with a scanner mode taken directly through the cell phone which I do not consider it as efficient, I would like to know when are you planning an update on the app so it can be compatible with bar code scanners

• E-Mail auto-complete for deleted contacts

  I am having contacts pop-up in auto-complete when I start to type a letter in the TO address line. These e-mail address have been deleted from my contacts. I also have deleted all e-mails from/to these e-mail address but still there address is showing

• Zoho Payroll: Product Updates for India - May 2025

  This May, we are glad to unveil new capabilities in Zoho Payroll that simplify your payroll activities. Here's the list: Let Employees Choose Their Tax Deduction Method for One-Time Payments Calculate variable earnings based on percentage of CTC Carry

• Add picklist in subform lookup

  Hello, I am trying to rewrite a script that works on a from as parent form, to the same form when is is a subform. Here is what I did in the form itself : RefCat = Offre_de_produits.distinct(Categorie_OFFRE); clear Categorie_LIGNE; for each Record in

• How to validate Rich Text in Zoho Creator! Urgent!

  Hi members, Recently I just started to use Rich Text field. Now I have a requirement where I need to validate to ensure this Rich Text field must contain a value. Meaning must contain something. I use the below script if(input.Rich_Text == null) { alert

• Public send to group address?

  Am I doing something completely wrong or is it not possible for the public to send to a group email address? For example support@domain.com? I'm able to send from support@domain, but am not receiving emails to that address? Thanks for any help!

• [Webinar] Zoho Writer for the manufacturing industry

  Creating, sharing, and distributing complex documents are constant challenges in the manufacturing services industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on May 8, 2025, for a Zoho Writer webinar

• Page HTML to PDF

  Hello everyone, I have a pdf template, but because zoho has limitations in the builder. I made the template in aPages. The question is, how to export the pages as PDF? Thank you very much.

• What to Add in the Redirect URIs for Zoho Books Integration with Make.com

  I'm currently setting up an integration between Zoho Books and Make to automate my accounting processes. However, I'm stuck on the Authorized Redirect URIs part and could use some help. As part of the OAuth authentication process, I need to configure

• Allowing workflows to execute as an admin

  Workflows currently seem to execute with the permissions of the logged in user. This is a problem for most of the forms we have where we have hidden fields that perform business logic. If we restrict the permissions of these fields so users can't view

• This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

  Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you

• This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

  I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the

• Announcing Trident desktop app for Zoho Mail & Zoho Workplace users

  Hello Community, I hope you are doing well and staying safe. As you know, our Mail & workplace teams have been constantly working on adding more value to our offerings to ensure you and your organization continue enjoying your Zoho experience. As part

• Email policy not working?

  Hi, I created an email policy called "default", under which I created a "default" entry for the access items (the third icon with the key). I've set everything to "ON" (POP, IMAP, ActiveSync, etc.). But then when I create a new user and check it in Mail Admin -> Mail Accounts, it's really under my "default" policy, BUT ActiveSync and IMAP are still disabled by default like they were before. My only goal with creating a custom email policy is to have these enabled automatically because it's annoying

• In line code commenting in Deluge

  A request to enhance readability: currently you can add 'in line' comments for Deluge code, but after you save and reopen, the comments are moved down to the new line. i.e. info "test response"; //this is a info statement for a test response gets changed

• Set up multiple IMAP email addresses

  Hi, I just started using CRM and its great, but I just found out I can only add one imap email address for incoming mail in the included salesinbox ...this is ridiculous. All companies have different email such as sales@domain, info@domain , personal@domain

• Announcing new features in Trident for Windows (v.1.25.8.0)

  Hello Community, Trident for Windows is here with exciting new features to elevate your email communication and enhance productivity. Let’s dive into what’s new! Accessing delegated mailboxes. Mailboxes delegated from the Zoho Mail web app can now be

• Images in Zoho chat

  When I add an image to my chat, it just doesn't work, for the other participants it shows a blank image, like it's missing.

• Add Desk Account comments using Flow

  The triggers and actions for Zoho Desk available in Flow are quite extensive, but I don't see anything related to Account-level Comments. There are actions to add comments to Tickets, Contacts, Tasks, and Topics, but nothing for Accounts. Am I missing

• Installing EMAIL Setup in New Domain

  Respected Support team, I'm facing an issue with cloudflare in Pakistan, I want to setup Zoho Mail Setup but I Don't know how to enable Zoho mail setup without cloudflare. My Website https://stumbleguymod.com/ is using CF, and I want a different Zoho

• Free webinar alert! Empower Customer Experience in a Changing World with Zoho Desk and Zoho Workplace

  Hello Zoho Workplace Community! We’re back with another exciting webinar—and this time, it’s all about delivering exceptional customer experiences. Join us for "Empower Customer Experience in a Changing World with Zoho Desk and Zoho Workplace," where

• Custom Function to Format Phone / Mobile numbers in Australian Standard format

  So I got sick of phone numbers being formatted incorrectly and Zoho not doing anything to standardise phone numbers to meet E.164 formats. So I went and coded my own function to fix this. And figured I'd share with the community This is specifically for

• Download pricebook products & details - not just pricebook creation date & name

  We're looking to download a copy of a pricebook and its associated products & book prices (as we have several offices in different countries selling the same products), however, when using the export feature under Data administration it only gives me

• Learning how to customize templates via code and best practices

  Hi! Our developers team want to learn how to edit our template files safely. The last time we messed with these files our site went down for a day and we had to reconfigure it from scratch. What are the best practices to do this? How can we get a template

• Output product SKU in ecommerce

  Hi how do I display the product SKU on the page can I place the SKU variable on the layout to output the SKU value.

• Automate Note Creation for Service Appointments

  Hi Latha, I hope you're doing great. Thank you for your continued support in helping resolve previous issues — it's truly appreciated. I'm currently working on automating another workflow using Deluge in the Service_Appointment module. Specifically, I

• Unable to create a Zoho Desk ticket from a call in Zoho CRM

  I want to create a Zoho Desk ticket when a new record is created in the Calls module in Zoho CRM. However, I get the following error message when trying to test & debug: We are unable to setup Zoho CRM. Please try again or contact us for further help

• [Live Webinar] New in Zoho WorkDrive: AI enhancements, Data Loss Prevention, Version Controls, and more

  Hello everyone, We're excited to bring you another round of powerful updates in Zoho WorkDrive! Join us on May 15 for an exclusive live webinar where we’ll unveil the latest features designed to enhance your team’s productivity, collaboration, and data

• Support for Digital Goods/Products and password protection

  Hi! Some companies sell product licenses or digital products directly, these licenses are unique for each sale that later allow you to download a ZIP file with a passwod-key that can uses the same license code (for example, a market report) or, failing that, is used in the product such as an authentication in the software or a request. It would also be interesting those who sell in subscription mode and can be integrated with Zoho Subscription. Thank you

• Share forms with your team to collaborate better

  Collaborating and communicating as a team gets things done faster and increases productivity. That's why we're excited to announce our form collaboration feature, where you can share your forms privately with select users and co-edit them together.  What's

• Ticket layout based on field or contact

  Hi! I want to support the following use-case: we are delivering custom IT solutions to different accounts we have, thus our ticket layouts, fields and languages (priority, status field values should be Hungarian) will be different. How should I setup

• Integrate QuickBooks with Bigin and streamline your sales and accounting!

  If your business relies on Bigin for customer management and QuickBooks for accounting and invoicing, this new integration is here to make your operations more efficient. By connecting these two platforms, you can now manage your CRM and financial processes

• Add Lookup Field in Tasks Module

  Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (https://help.zoho.com/portal/en/community/topic/custom-fields-on-task-module).

• What's New in Zoho Inventory | January - March 2025

  Hello users, We are back with exciting new enhancements in Zoho Inventory to make managing your inventory smoother than ever! Check out the latest features for the first quarter of 2025. Watch out for this space for even more updates. Email Insights for

• Streamlining customer inquiries with Email-In approvals

  Greetings! Email-In has transformed the way Bigin users manage customer inquiries by seamlessly converting emails into pipeline records. By creating email aliases for your Bigin pipelines, any email sent to these aliases is automatically turned into a

• Zoho People API - all active employees' emails

  Hello, how can i get all active employees' emails in Zoho People using api?

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