Marketer's Space: Sending emails in the recipients' optimal open time
You've designed your own email template, come up with spellbinding content, and put in all your effort to create your best campaign to date, but you end up sending it to your leads at the wrong time. Wouldn't you feel dejected if it gets no opens? Bad timing can make or break your campaign. So how do you decide when to send your email campaigns to your leads? This is where optimal open time comes into play. It determines when each individual lead is most likely to open an email from you. Using optimal
Mass Deduplication
I am new to CRM Professional edition. I have a lot of duplicates in my Leads module. Is there a way to perform a mass deduplication?
How To Count Multi Line Entries
Hello, I am trying to creaate a basic application where we will have a single container tracking no and multiple small parcel tracking numbers. To make everything faster I want to scan the tracking numbers to a multi line field but want to know how many
Function-18: Update the lead records with Notes and Activities count.
Welcome back everyone! Last week, we learnt how to auto-update tasks from other modules. This week, let's look at a custom function that helps you get the total count of Activities and Note right inside your lead records. Business scenario: On an average how many times should I call a lead before moving on? I’m sure most of you would have faced this dilemma at one point or the other. Effective prospecting takes time and effort. Notes and Activities are important CRM utilities that helps keep a tab
update field of main form from popup window
Hi, I need to submit data from popup window to the parent form. Is it possible in creator?
Key Value Dropdown
Would it be possible to add a key-value dropdown list to creator so that we can do things like populate it with a map that contains human readable text that's linked to an id number. e.g. being able to select the line item that a creator object belongs
Cannot Disable/Remove Modules
Strange problem here. Setup/Customize/Modules should allow me to disable/unselect modules but I am running into the following: - On my iPad (using browser) I see the current modules and unselected modules split screen - but cannot seem to drag and drop.
SEPA
Hello In Zoho Invoice, I can't see anything related to SEPA direct debit (SDD) at xml format regarding new rules in Europe for the invoices that I would be asking for automatic payment through SEPA regards !
Auto populate information based on a Lookup field
Hi, In the Contacts Module I have: A custom field named First Name A custom field named Last Name In the Deals Module I have: A lookup field named Contact Name A custom field named First Name A custom field named Last Name When I create a new deal and
Error- While sending email. Email not sent
Hello There I am receiving Error : The sending IP (103.117.158.50) is listed on https://spamrl.com as a source of spam. while i am sending email, kindly resolve it at earliest
Stripe Payments - Exclude Bank Transactions When It transfer To My Account?
We use Stripe with our ZoHo books account to process credit card payments. My problem comes when I send an invoice to a customer and they pay with a credit card through stripe. It all gets credited and such and I like that. But then when I update my
CardDAV Support
Hi, When will CardDAV be available please? This plus the soon to be released CalDAV are critical missing features for me. Thanks Alan
is zoho books available in gcc countries
i would like to know that zoho products available in gcc countries
Create invoice from 2 salesorders with custom function
Hello, We want to make a custom function that, when a customer has 2 or more sales orders, create only one invoice instead of 2 (we have a workflow to create invoices automatically from sales orders that have been sent). I have been investigating the
Emailing Invoices Template
Hi everyone, I am trying to change my email template for two types of customers. When I sent an email with the ability to pay by card, through stripe, a big pay now button appears on the email along with a pdf attachment of the invoice. If my customer
WHY IS it so hard to Convert Leads without losing Data?
Can anyone explain to me why I need to map and create a bunch of fields just so I don't lose data that I've already inputted? I feel like there should be an easier way to do this than to manually create new fields in each module an map each module...
Looking for an API trigger via journey
It's great that SMS and email are already integrated but I am really hoping you add the ability to fire an API or trigger a custom function like in CRM. I am hoping to be able to incorporate some other marketing channels into my journey such as physical mail (via lob.com) and voice broadcast (via slybroadcast.com) which could both simply be triggered if I was able to create an API request in the journey builder. That would be awesome!
Can the Zoho Marketing Hub and Campaigns team tell me what the plan moving forward is?????
Hi Zoho Marketing Hub and Campaigns teams, Can you please tell us how we should proceed for the short and mid term future in our digital marketing and lead nurture activities? I am a small business owner and have been a Zoho user for about 9 years. For
Downloading campaign results
I would like to download a list with opens, clicks, hard bounces and optouts, but it seems I have to download them as 4 separate lists, which is a pain, is there a solution whereby I may download all in one list? Elling
Tracking Pop-Up Submissions in Google Analytics
Is there an easy way to get submissions from a Marketing Hub pop-up to show as Goals in Google Analytics?
Consent from older list
Hi there, I'm looking to do this in MarketingHub but knowing there are more people using Campaigns & that the process will be similar, I thought I'd post here. We're moving away from HubSpot & rebuilding our entire email marketing capabilities on MH.
What's New in Zoho Inventory - March 2021
We've made some nitty-gritty enhancements to improve your overall user experience. Let's check out what's new in Zoho Inventory this March. Default Customer Type Based on the customers you mostly do business with, you can now choose the default customer
I purchased the Assist Pro version, but do NOT have any upgraded capability
I am attaching a screen shot to show that when I try to click to go to the command prompt in Zoho Assist Unattended I get a message that I should upgrade to purchase the Pro version to access this feature. VERY frustrating
can't receive emails
Hello, I can't seems receive emails/ Tested with gmail and outlook with my zoho account, can anyone help me? thanks
smtp; 553 Relaying disallowed
I'm facing email receiving problems after changing the server. I'm able to send emails but receiving is problem. Here is the log: Final-Recipient: rfc822; ***@agorametal.com Action: failed Status: 5.0.0 Remote-MTA: dns; mx.zoho.eu. (185.20.209.166, the
não recebo mais E-mails
preciso de um apontamento do Zoho, pois parei de receber E-mails só consigo enviar, mas não sei onde conseguir esse apontamento
Mail merge template on Quote module
Hi! Is there a chance to Zoho offers mail merge templates for Quotes Module in te near future? There isn't on native product.... only on custom module? Will I have to create a "custom quote module" to acess mail merge template? Tks Paulo
WorkDrive: cannot create public links by right-clicking on local file?
With Dropbox you can easily right click on any file that resides inside your local Dropbox folder and obtain a "public" link. This means that anyone with such link can view or download the file. Right now it seems the only way to create a public link
Changing lead identifier
Hi, Currently, our leads are identified by first name AND last name. Is there a way to make the identifier, or lead name use the company instead? I've attached a screen shot to show you what I am talking about. Thanks for any help you can provide! C
Show As Many Tags as Column Will Fit
For some reason, when looking at the main list of projects, only the first 2 tags are visible. Doesn't matter how wide you make the column, you only see the first two and a "+X" where X is however many more exist. Would be great if as many tags as will
How can we associate multiple contacts in deals module.
Hey Apart from the contact role method to associate multiple contacts to deal. Can anyone tell me how can we associate multiple contacts to deals with Subform. Or is their any way that we can add multiple contacts in the field of "Contact Name". As of
Pop-Up in Zoho CRM for Specific Accounts & Contacts
I have been trying to get a simple pop-up to display a warning message when a specific account or contact is accessed. I have tried validation rules, blueprint, etc... Is there are a way to code this in Deluge or Zoho Creator? I am not sure if others
Verify Sending Email Address
We have hooked up a Google Workspace email account to TeamInbox. It has an email like XXX@YYY.com However we use the alias feature of Google Workspace, so the email we will actually receive emails at and the email we want to send emails from is: XXX@ZZZ.com
Voxloud, ShipEngine, Stripe, Rafiki.ai and 25 more extensions for Zoho CRM
We’re thrilled to announce 29 new extensions for Zoho CRM in the first quarter of 2021. Zoho Marketplace offers 500+ Zoho CRM plug-and-play extensions. These no-code, ready-to-use extensions don’t just integrate other apps with Zoho CRM, but also add
Tip of the week #4 - Consistent email signatures for your team
Email signatures are as important in every email as the content. Set up signature templates for your team to have consistent signatures on every email that goes out from your team. Create templates and associate them with your inboxes. Your team can
Product workflow rule
Hello, Does anyone know if there a way to create a workflow rule to send an email based on the products added to a sales order by a specific vendor? I've tried a few different things and reached out to Zoho support and was told that workflows would be
Photoset without tags... why?
Hello, can you please add the tags feature to the photoset ? My customer is requiring a profitable way to identify our products in a short time. Why this feature is still pending in ZOHO SITES? Are you decided to close the ZOHO SITES? Thanks.
massive spam problems with Zoho CRM emails sent via ZOHO Mail
As a company, we do NOT send ANY marketing emails. All emails are solely an answer to leads. Nevertheless, we face massive MASSIVE problems with customers in Germany, Austria, Switzerland and the UK because emails are 1. not even reaching SPAM folders
Will ZohoInbox be part of the Zoho One Suite?
I'm curious about this service for a few use cases and wonder if this will be part of Zoho One or will require a separate subscription? If so, how do we enable it in Zoho One?
Zoho App updates new emails only when I am home.
I see new emails on my phone when I am at home. If I am outside with data or wifi, I only see the number of new emails, and not the new email. I do have internet outside.
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