Upcoming updates - Mar-2019 - part 2
Hello App Creators, We're almost done rolling out updates mentioned in the Mar-2019 - part 1 post. Here's "part 2" - the remaining items that we'll be rolling out by or before the end of March, 2019. Email authentication using SPF and DKIM Deprecating "Switch to old version" for new sign-ups In addition to our changelog, we'll leave a comment below as these items are rolled out. - - - - - - - Email authentication using SPF and DKIM Availability: Accounts that have registered using their own domain's
What's New this March 2019 in Zoho Invoice?
As this new month begins, we bring you a bunch of new enhancements and updates. Read on to know about what we've added to Zoho Invoice for the month of March. Configure advanced settings in ICICI eazypay (Indian edition) If you're an Indian edition user and have set up ICICI eazypay as one of your payment gateways, you now have the option to configure advanced settings. You can specify who bears the transaction fee and also enable the modes of payment for your customers. The online payment modes
What's New in Zoho Subscriptions - April 2019
Hello Everyone, We're back with new updates to help you with your subscription management. Here's a quick look: Multitask with Webtabs Webtabs allow you and all the users within your organization to access a webpage or an application within Zoho Subscriptions. This saves time when accessing external resources and is a great way to view data from integrated services like custom reports from Zoho Analytics. You can create webtabs by going to Settings > Webtabs > + New Web Tab. Configure an account
Campaigns Community Meetups - India - Round 2
Hello people, Hope you are all doing great! We are glad to announce our second round of community meetups in India. Get ready to meet us at our knowledge-sharing sessions in the following cities. Location: India Cities: Bengaluru, New Delhi, Gurugram Agenda: 1. Introduction to Zoho Campaigns Community Learn what are the learning initiatives we do, and how you can contribute. 2. Creating targeted and personalized email campaigns that drive sales (with Zoho Campaigns) Get to know more about creating
Webinar Resources: Transforming HR management using Zoho Sign with Zoho Recruit & Zoho People
Hello, We conducted a webinar titled 'Transforming HR management using Zoho Sign with Zoho Recruit & Zoho People' on March 26, 2019. You can watch the recording of this webinar in its entirety below. You can also find a copy of the deck from the session attached at the bottom of this post. The following is a compilation of the questions attendees asked during the webinar and their respective answers. Questions have been edited or modified for grammar. 1. When we have Zoho Sign integrated with Zoho
Community Digest - March 2019
Zoho Community Meetups Quarter 2 - Zoho Community Meetups in West Coast, US Feature updates Zia Voice - Call Zia to get instant answers for all your questions in Zoho CRM Zoho Survey now integrates with Zoho CRM - create surveys from within your CRM Associate later campaigns as child campaigns to an earlier campaign from within CRM. Tips and tricks Tip #52 - How to associate multiple line items to a record PartnerSpeak on Zoho CRM Jason is back with this month's discussion on creating
Spotlight 3: Read your audience with polls
Delivering a presentation to an audience that's not engaged is like talking to an empty room. Asking questions during your session can definitely help by encouraging the crowd to get involved with you. However, it isn't easy to spark a conversation if audience members are not confident speaking in front of others, or if they only give closed-ended answers. To make participation easier, solicit input from your audience by adding polls to your sessions. Plan the questions that you'd like to ask and
Tips and Tricks #18: How to Move Trials to Paid Subscriptions with the API
Continuing from where we left off last week's post about managing trials programmatically, we'll now be taking a look at how to proceed if your trial users decide to go ahead and pay for their subscription. This article is part of a series of tips and tricks that we post every week. Go ahead and check out our other tips and tricks, in case you missed them. Moving subscriptions from Trial to Live If your users signed up for a trial subscription via the hosted payment pages, then an invoice will be
Exclusive Free Webinar - Learn the gray areas of privacy compliance from the viral Monopoly Man
Hello, We have an exciting announcement to make! Our sister division ManageEngine is collaborating with Ian Madrigal, the viral internet sensation known popularly as Monopoly Man, to host an exclusive webinar on the gray areas of privacy compliance. Ian is a lawyer who spends most of his time campaigning as a privacy activist, creating awareness on consumer data protection and other areas of concern in the security domain. He has actively voiced his opinions against the policies implemented by top
Free Webinar - Learn the gray areas of privacy compliance from the viral Monopoly Man
Hello users! We have some exciting news to share with all of you! We have collaborated with our sister division 'Manage Engine' for an exclusive webinar on privacy and compliance with Ian Madrigal, popularly known as the viral Monopoly Man. Ian is a lawyer who spends most of his time campaigning as a privacy activist, creating awareness on consumer security and other areas of concern in the Security domain. He's actively stood up against top firms like Google, Facebook and Equifax to name a few.
Zoho Campaigns Community Meetups 2019 - Australia
Hi everyone, Hope you all had a great start for the year! Zoho Campaigns is back with its first round of Community meetups for this 2019. Location: Australia Cities: Brisbane, Sydney, Melbourne, Adelaide, and Perth Agenda 1. Introduction to Zoho Community 2. The Basics of Email Marketing: Creating effective campaigns Integration with Zoho CRM Content Personalization Best Practices 3. Drip Marketing 101: When and why to use drip campaigns Autoresponders and Workflows 4. A sneak-peek of Zoho MarketingHub:
Round 2 - Campaigns Community Meetup - United States (West Coast)
Hello everyone, Hope you're all doing good! We're back yet again with our second round of meetups at United States. Here's the list of all the upcoming meetups: Location - United States Cities - Seattle, Portland, SFO, Pleasanton, San Jose, Los Angeles, Irvine, San Diego Agenda: 1. Introduction to Zoho Campaigns Community Learn what are the learning initiatives we do, and how you can contribute. 2. Creating targeted and personalized email campaigns that drive sales (with Zoho Campaigns) Get to know
Optimize your web form with relevant metrics
Today, business owners recognize the importance of collecting customer feedback to enable better, more meaningful interactions. Web forms are the most common way to gather that feedback. But when you engage in digital conversations, sometimes, you don't see the whole picture and end up missing out on important context. The Form Analytics integration for Zoho Desk gives you the stats and analytics you need to engage your customers better. Powered by Zoho Pagesense, enabling this integration will
Tip 40: Activity reminder in Zoho Projects
Activity reminders come to the resue when you want to keep track of activities which are pending, overdue, or unassigned. You can customize and receive email reminders for the activities you need to follow up. Navigate to Personal Preferences in Setup and click Activity reminder under Notifications section. You can subscribe to receive email reminders based on the specified frequency. Learn more If you have any questions, do comment below or mail to us support@zohoprojects.com.
Zoho Desk Community Digest - March 2019
Top Product Announcements Collaborate with context, with Zoho Desk for Microsoft Teams. Sync your Products Module for better context All your activities, now under a single tab. Show your community the value of their involvement. Optimize your web form with relevant metrics Ask the Expert Sessions Ask the Experts 1: Setting up departments and multi-branding Ask the Experts 2: Advanced process automation Ask the Experts 3: Reports and Dashboards Ask the Experts 4: Agent Productivity Ask the Experts
What's New in Zoho Subscriptions - March 2019
Hello Everyone, In the past month, we've worked on new features that will help you save time while using Zoho Subscriptions, so you can focus more on growing your business. Here's what's new: Export only what you see With this update, you can choose to export only the data that's visible in your custom views and default filters for the Customers, Subscriptions and Invoices modules. This works great for when you want to export specific data unlike the usual data export. Note: Currently, you cannot
Tip of the fortnight 4 - Best practices for building your e-signature workflow using forms
Hello fellow form builders, It's another fortnight - ah, time flies, doesn't it! Recently, we rolled out our integration with Zoho Sign (read our announcement post here), and it can be incredibly useful in collecting secure e-signatures from your form respondents. Getting your agreements, contracts, waivers, etc. legally bound through this e-signature workflow is easy, yet every use case needs a distinct workflow setup. That's why today, I want to share a few of the best practices you can follow
Tip 24 - Zoho Sprints integrates with source code management tools
Are you an agile team that manages all your code repositories in GitHub, GitLab, or Bitbucket tools? Now you can manage your code repositories the agile way right at one point. Zoho Sprints now offers a suite of integrations with GitHub, GitLab, and Bitbucket. Integrating both the applications We have all the three applications listed in our Integrations section under Settings. You have to Authorize your third-party tool with Zoho Sprints to initiate the integration process. Mapping repositories
Show your community the value of their involvement.
A simple way to engage your user community is to incentivize their participation. Points, levels, badges—though these might not be tangible, they make people feel noticed and appreciated. With Gamescope for Zoho Desk, you can set up these incentives for your user community. POINTS Points are awarded to users for performing actions such as posting a topic, voting, and replying. Each type of point can be enabled or disabled, and the value can be changed. Anyone who has permission to edit the Community
Zoho Mail app upgrades to TLS v1.2
Hello everyone! Greetings from Zoho Mobile apps team! Keeping your data safe and secure is of utmost importance to us. As a part of our ongoing efforts to enhance security, we will be retiring TLS (Transport layer security)1.0 and upgrading to TLS (1.2) and this is effective for our mobile apps also. If you are using Zoho Mail mobile app to check your emails, check that you are using the secure version of the app to ensure your data security. If you are an Android user: 1. Ensure that you have
Tip of the fortnight 3 - Create merged documents with form responses
Hello fellow form builders, It's another fortnight, and I am back with an exciting new tip. In the previous post, we discussed how to deliver the PDFs of the submitted form to your customers. To continue with this process, let's take a look at how to create dynamic documents with the responses that fall in your form. Sending Order Receipts upon successful purchases, Interview Call Letters to chosen candidates, Invoices for your customers, Certificates on course completion, etc, is crucial for your
Brief note on our recent releases
Hello everyone, In today's post we will brief you some of our releases. Email authentication Sometimes when businesses choose to send emails from their CRM account using the company domain it is important to authenticate the domain details to increase the trustworthiness of the email origin. Zoho CRM provides three authentication standards to validate your domain: DKIM (DomainKeys Identified Mail) - It is used to ensure that the message has not been altered in transmission. It uses public key encryption
Enhancements in Zoho CRM's Campaigns
Hello everyone, Here's a brief introduction to some of the enhancements in the Campaigns module that were recently rolled-out. Creating Surveys' from CRM Creating Webinars' from CRM Establish parent-child relationship between campaigns Please note that these features are opened for selected customers on an early access basis and will be available for everyone shortly. Kindly share your valuable feedbacks, suggestions, and experiences with us. Creating Surveys' from CRM Integrating Zoho Survey
New Features rolled out on Mar 20, 2019
Security Control Options Zoho Analytics provides a set of security options that enable you to control and manage access to your account. This includes setting up IP restriction as well as controlling the various sharing & collaboration options being made available. Allows you to restrict accessing views in your organization account only from the allowed IP ranges. Allows you to restrict sharing of data/views in Zoho Analytics only to users from the trusted domains. Allows you to restrict the generation
Zoho Sheet 5 - Evolving beyond traditional spreadsheets
Zoho Sheet recently had a major update, making it more powerful. This update adds Zia, an AI assistant, who can help you with data visualization and analysis. Other additions include an automatic Data Cleaning tool, the option to build Custom Functions that bring in data from other applications, and a lot more. Learn more | Watch video " Zia, how are sales doing this year?" Zia, will be your new personal data analyst. She'll help you visualize your data by summarizing rows and rows of information
Tips and Tricks #17: How to Programmatically Manage Trials With Zoho Subscriptions
Offering trial subscriptions has become an integral part in gaining a prospective customer's trust, especially in SaaS based businesses. In this post, we'll be taking a look at how you can take control of this using Zoho Subscriptions. This article is part of a series of tips and tricks that we post every week. Go ahead and check out last week's post about charging a late fee to your subscribers, in case you missed it. Trial subscriptions can help boost your sales Zoho Subscriptions provides two
Poll Bot v 4.1 - Private & Public Polls, Durations and Results
Be it choosing a new strategy or a dinner restaurant, polls have interwoven into workplace essentials and is a major requirement of any company. Knowing the importance of polls, we have an exclusive bot to help with all things polls — the Poll Bot! Installation: Poll bot can be installed for your team or your entire organization from the Cliq Marketplace. Click on the link below for easy access. Poll Bot in Cliq Marketplace Note: Only org admins can install an extension for the entire organization,
Ask the experts 14 - A live forum Q & A on personalizing your Inbox views and email listing
Email is the universal and the most reliable communication mode for businesses. Hence Inbox is more like a virtual office for us, where our everyday work happens. Every person has his unique set of preferences when it comes to reading emails, arranging them or processing them. Thats why Zoho Mail provides you a horde of options and customisations to ensure that your Inbox is clean and clutter free. In this month's Ask the Experts, we will be discussing on the following topics: 1. Conversation views
Ask the experts - A live Q & A discussion on Zoho Recruit
We are delighted to launch the second edition of 'Ask the Experts' community series. This edition will be focussing on the whole product and the upcoming editions will focus on specific topics. The topics will focus on the features that are used/ asked by the majority of users and also based on the topics frequently discussed with the customer support teams. The 'Ask the Experts' event is scheduled on the 27th of March 2019 between 10:00 AM - 1:00 PM (GMT). Everything about Sourcing, Tracking,
New Features rolled out on Mar 27, 2019
New Chart Type - Bubble Pie A new chart type called Bubble Pie Chart is now added. This is a combination of pie and bubble charts. The data column dropped in the Size determines the size of the bubble. Other aggregation will be plotted as a proportional division of the bubble. This will be useful in displaying multiple pie charts to compare the proportion of data across a series. For more details refer here . Combination Chart - More Chart Types Supported Now Combination Chart supports more
Introducing 'thank you' templates in Zoho Campaigns
Hello everyone, We'd like to introduce the new set of 'thank you' templates in Zoho Campaigns. This update is a gift from us to our customers for "World Happiness Day" which was on March 20th. What's it all about? Isn't it good to thank people who had our back no matter what? Send out 'thank you' emails at the right time to your customers. Happy customers are bound to come back to you! Why should you try it? Customer satisfaction is the success formula for all businesses. Acknowledge your
Video tip 1: Record and share trainings on Zoho ShowTime.
Hello everyone, We are excited to launch our video tip of the month series within our ShowTime's community, aimed to help our trainers and educators with brief and practical tips on delivering more effective and comprehensive training. In this month's video tip, we will show you how to record your training sessions quickly and share them with your attendees and other prospective learners externally. We hope this tip was useful. ShowTime also allows you to automatically record your live trainings
Introducing QuickBooks Connector for Zoho CRM
Accounting is the most integral part of your sales cycle. It is extremely important to keep track of your revenue by maintaining clean invoice records. This becomes easier if your CRM system, where all your sales records are maintained, is tightly integrated
Live Webinar: Accelerate your team's productivity
Collaboration can become challenging, frustrating, and time-consuming when team members work on different file versions or can’t access certain file formats. As teams become more cross-functional, collaborating and sharing becomes essential. But how do teams organize items quickly and easily, and then share them? Join us for a free webinar on Thursday, April 04, 2019, to find out how Zoho’s new content collaboration tool can help teams work as a single unit. In this session, you'll be introduced
Spotlight 2: Custom pages for your event microsite
Whether it's a small conference or an international expo, every event is different. An event website that's fashioned specifically for your type of event not only offers a unique experience for visitors but also delivers information that attendees are looking for—right in their hand. Zoho Backstage lets you create a custom page in the Design tab of the Microsite Builder. To do this, hover over the navigation bar on the top, and click the Settings icon [] to open the Manage pages pop-up. Here you
Tip #2.2 Auto-updating shipment charges from multiple shipment records to invoices in Zoho Inventory
Hello again, Earlier today, we saw how you can automate the process of calculating shipment charges from every shipment order associated with a sales order and adding it to the total amount. And here in this post which happens to be the part 2 of the same, we will see how we can do the same for your invoices. Now before we begin, you need a few things for this custom function to work: 1) You have to make the invoice from a sales order by opening a sales order in Shipped status, clicking on the Create
Tip #1: Learn to pick the right channels
Mail, live chat, telephony, social media, web forms—there are so many support channels out there. Trying to pick the right channels to offer your customers can get pretty confusing. Emails are most useful when the customer wants to put things on record. However, escalated or complicated issues should not be resolved over email because it's slow and impersonal. When you need immediate responses, live chat is more suitable. It's also quick and convenient, so it's the go-to channel for small issues.
Do more with live chat, thanks to SalesIQ.
Live chat just got a lot more functional, flexible, and customizable, with our new and improved integration with Zoho SalesIQ. With this integration, your chat channel is now powered by SalesIQ. The integration runs both ways, so users can access chat tickets from the SalesIQ interface as well. Operations that can be performed on SalesIQ can now be performed from the Desk interface too. Here are a few key details of the integration: More functional Real-time chat translation (powered by Google
Free Webinar: Transforming HR management using Zoho Sign with Zoho Recruit & Zoho People
At Zoho, we constantly strive to design user-friendly products that readily integrate with one another. These integrations enable our applications to connect seamlessly, allow you to streamline and automate your workflows, and achieve implementation in custom scenarios. This helps businesses use their resources efficiently, and significantly improve their productivity. The most recent additions to our family of integrations include the Zoho Sign extensions for Zoho Recruit and Zoho People. Using
Free Webinar: Transforming HR management using Zoho Sign with Zoho Recruit & Zoho People
At Zoho, we constantly strive to design user-friendly products that readily integrate with one another. These integrations enable our applications to connect seamlessly, allow you to streamline and automate your workflows, and achieve implementation in custom scenarios. This helps businesses use their resources efficiently, and significantly improve their productivity. The most recent additions to our family of integrations include the Zoho Sign extensions for Zoho Recruit and Zoho People. Using
Next Page