How to send email campaign with unique link for every contact?
How to send email campaign with unique link for every contact? I want to send an email campaign in which each contact will receive their own unique link to click. In other words, each contact receives the same email, but everyone gets their own unique URL when they click the call-to-action button. So far, I have been cloning the campaign and sending it individually to each contact so that I can change the link for each person. Surely, there must be an automated way to do this. Individually sending
What's New in Zoho Books - October 2020
Hello, everyone, It has been a pretty productive month for all of us here at Zoho Books. From working on iOS14 ready updates to agent filing, we've rolled out multiple features. Here's a rundown of all that's new: Agent Filing (UK) Now provide access to your accountant to file returns on your behalf at HMRC. All you'll have to do is first authorise your Agent with their ARN at HMRC (from Zoho Books) and then approve the agent's request. You will then be redirected to HMRC where you can grant authority
Add Task if based on sub-form input
Hello, I have Brands containing a Voting sub-form. Voting contains the following fields: - User - Rating I would like to create a workflow so that whenever I add a Voting User to a Brand, it will create a task for that user if the Rating is null. I have
oAuth is not returning any response when using Excel Online Script
I am trying to transfer the macro VBA codes in generating authentication tokens to online excel 365 script to pull data from Zoho API but I am not getting any response. This is my function for calling the oAuth: async function webRequest(client_id: string | number | boolean, client_secret: string | number | boolean, code: string | number | boolean) {
How can I create a campaign to notificate to my contacts a New article from my WordPress Blog?
Hi Guys, I've ZOHO ONE from some weeks ago. So, How can I create a campaign to notificate to my contacts a New article from my WordPress Blog? I would like to create an automation that sends an email notifying my contact list that a new article has been
Sheet doesn't display correctly after macro runs
Hi there, I'm using the following code as part of a macro in one of my sheets, to record information from one worksheet into another: Sub LogTaskComplete(ByVal taskName As String) Dim currentSheet As String currentSheet = ActiveSheet.Name
Function to Decapitalize Fields
I imported a Zip code data into a "Zip Code" custom module in CRM, in order to auto assign leads to sales reps. Is there an easy way for me to mass change the data to make it not capitalized? Instead of LOWER PEACH TREE, to change to Lower Peach Tree
ZOHO FORMS NOT EMAILING RESULTS
HI Big problem with zoho forms, they aren't emailing any results at all. They response is being recordered but no notifications are working.
Worst server reputation ever: Huge delay and terrible reputation of zoho campaigns
We send in last week and this week a lot of newsletter but ALL are delivered very late. It takes 6 hours before user can see our newsletter. I see many other user (this week and last week posted) with same issue. 1. Do you have so much terrible monitoring
ZOHO CREATOR RUNS SOOO SLOWLY!
Anyone else have regular issues with this? Trying to edit records is painful and unusable sometimes
YouTube Analytics
Hi, Why after Zoho Analytics and YouTube synchronisation we can't find anywhere information related to the revenue generate by our videos on YouTube. And there is NO OPTION to find the YouTube RPM (mandatory to calculate YouTube revenue) of our channel
Cannot send email to gmail and other email with custom domain
Hello everyone, today i get error message when i send email to gmail and also outlook or other email, there appears error like this: "4.7.0 [136.143.188.50 15] Our system has detected that this message is 4.7.0 suspicious due to the nature of the content
Hide Anchor Links in URL
Hello, bisonkerb.com is a one-page website. I would like to have the anchor links hidden in the URL when your click/scroll through the website For example, instead of this https://www.bisonkerb.com/#steel-vs-concrete - I would rather the URL to remain
ASAP for mobile Platform: Authentication Method
We cannot configure JWT-based authentication, if Remote or SAML-based authentication is not enabled in portal. But we have federated login enabled. Can't JWT authentication be done, if federated login is enabled? Please try the possibility of it.
Trial balance with opening/closing balances
Hi, how can I have a report with the attached format? it's really needed by our finance auditor. Thanks
Not able to download Recording
Hi, One of my recording is not able to download by the participant.Please find the attached error while going to the link. Regards, Jinil
Can't purchase Zoho CRM after Zoho One subscription ended
Hi, Our Zoho One trial plan will come to an end soon. We decided that Zoho One is not for us and would like to purchase Zoho CRM Enterprise only. However, everytime we accessed the 'Upgrade' menu, we were directed to upgrade our Zoho One account. Is there
Membership using Zoho CRM / Wordpress
I need to integrate Zoho with my wordpress website. Here is the outline of what I need. All responses will be gladly received! Membership Club has 6000 members. Membership is annual with a AU$20 per annum fee or a lifetime membership which costs AU$125. Currently we have a Wordpress website, and a Zoho CRM with all the membership. We need to integrate the two together to perform the following functions. Why Zoho CRM? We did purchase and attempt to setup two different Wordpress membership plugins.
Assist hangs without connecting on Apple M1 chip even with reduced disk security
I've hit a problem where Assist won't connect on a MacBook Air M1. User downloads and double-clicks and then nothing. Both options under reduced disk security have been selected and the MB has been restarted. Nothing appears in Security & Privacy waiting
Image problem after upgrading video driver
Hi, I noticed that the remote session image get distorted after upgrading video drivers. I closed and try to join the session again, but still the same. The solution is to end the session and connect with a new one, or to reset the device. Any suggestion
Email Senders No Showing Up on Email Campaign after Domain Authentication
Hello, I have added a specific domain sender. After authentication, they do not show up on the campaigns as sender. It shows ONLY my user emails that I do not want to use. Pls, advise.
Customer portal Invite email
Hi, we have a customer portal in which some user are working well but we need to add more users and the issue is that the invite email is not sent. We have sent the re-invite but the user does not receive the email Is there any way to see what the problem is and how to solve it? I think that there is no limit for customer portal users in free license but I would like to confirm it. Many thanks. Regards Samuel
Copiar campos de oportunidad a cuenta
Buenas, Estamos configurando el modulo de oportunidades, y necesitamos una cosa que no sabemos si se puede hacer. El caso, es que al rellenar la oportunidad, cuando se aprueba el presupuesto, hay varios campos a rellenar obligatoriamente para poder continuar,
Insert Invisible Recaptcha in forms
I would like some way of inserting an invisible recaptcha into the forms of the marketing hub, as the current one is very disruptive to aesthetics and space. Using forms from other zoho apss is out of the question because many zoho forms are already implemented
PageSpeed tests of Zoho Commerce sites
Hi, I have been testing the performance of my Zoho Commerce website and it is not very good on desktop tests and horrible in mobile tests. https://developers.google.com/speed/pagespeed/insights/ Can you please test yours and let me know if it performs well? I want to know if I'm doing something wrong with CSS, header or integrations, or if it's up to Zoho Commerce optimization. Thanks a lot!!
Send Automatic Email with Quote Attached from Zoho CRM
Hi, Is there a way to send and automatic email with the Quote attached on Zoho CRM during a workflow rule or a blueprint? Thanks
Disable chat in Zoho Mail
Hello, Please, I need know how to disable the chat in zoho mail. Tks, Walter
show email date and time in the email list view
I need to see the email received date and time. You have the date just enable it ot be visible by option. I don't care if the view is "cluttered" I need the information available
Expenses and Inventory
Hi, I am not an accountant or have any basic in accounting. However i am an owner of a small restaurant. I am confused here, example; I bought 20kgs flour not from my regular vendor. So no sales order/purchase order here as i only walk-in to the vendor's
Mobile Caller ID with Zoho contacts
I have enter a bunch of contacts on the web portal. I have the zoho app on my phone. I've noticed though when my contacts on Zoho call me, it doesn't populate their name or anything. Just the usual phone number. Is there a setting that would allow this?
Updating a scheduled call on mobile device
I have multiple scheduled calls for prospecting. I call up the scheduled call on the mobile device and click the phone icon to make the call. After the call, I am given the prompt to Log this call. If I select Yes, a new call record is created and my scheduled call still remains. Is there a way to have the scheduled call updated with the current call details?
Automatic Project Percentage Update based on Status
Hi, is there or will there be a feature where based on the milestones and the due dates that you have set, the Status of the task can determine its percentage? It would be efficient because if i have a task i wouldn't have to manually update the percentage of the task, it can be done simply by moving the task to the next status field. Which would mean that i can set a percentage number of reach status in between Open and Closed. Thank You.
Deleted a user from mail, Now cannot add the same user in CRM
Hi. I have not heard back from support and are having a problem. I added a new user to CRM and to MAIL. I decided not to use the zoho mail for this user and deleted the email address. Zoho then also deleted the user off of CRM. Ok no big deal, but trying
Disabling Public Comments option in ticket
Is it possible to disable ( temporarily) the option to make Private comment on tickets Public
What's new — March 2021
Hello everyone, This month we've worked on improving our existing features so that you can plan and conduct your events in a better and more cohesive way. Here is a quick rundown of all that's happened in March. Enhance any section in your microsite
Linking Spouses that may be Lead or Contact
We sell Medicare and Life Insurance Policies which are individual. However, we often sell to multiple members of the same family. For Medicare, one spouse may become a contact (our Leads remain leads until they have a deal and we then converted to contact)
(PHP-SDK) Creating a new record (Quote)
Hi, I am using PHP-SDK V2 API, and I am set up with the tokens and ready to work with the CRM. In Sandbox mode, I am trying to add a new Quote. My code: $moduleIns = ZCRMRestClient::getInstance()->getModuleInstance("Quotes"); $records
[Update - April 30, 2021] Zoho CRM Authtoken Deprecation
Hello everyone, The deadline for migrating from Authtoken to OAuth has been extended until May 31, 2021. Please switch to OAuth tokens before May 31 to prevent code breakage. Thank you. Hello everyone, This post is regarding our upgrade to OAuth authentication for all
Living in the Netherlands, pay problem
So well i wanna to do a payed service for my mail... Well i cant use ideal so only creditcard and PayPal. I dont have a creditcard or PayPal. PayPal had some weird stuff with, not going into details. Anyways i cant use anything else it seems to pay. Is
Record Operation on a Custom Module
Hi, I want to get informations from a Custom module With the php sdk and RecordOperations method, what name should I put for my api name ? Thanks
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