Email Deliverability Tip #10: Improve email engagement
In yesterday's post, we learned techniques to avoid complaints. Today we'll be focusing on practices to improve email engagement. We all know that email engagement is the cornerstone of email marketing. Mailbox providers have started considering email engagement as the primary factor in making major inbox decisions. It's time we align our marketing strategies accordingly to achieve better inbox placement. Here are few best practices to improve email engagement: Craft emails with an attractive template,
Separate E-mail for Recurring Invoices
Do you have something in the works already so that the e-mail sent for recurring invoices can be customized separately from one-time invoices. If not...this needs to be added to the list. The recurring billing feature is a little lacking. Also, being able to set the total number of payments would also be helpful instead of trying to calculate the date the payments should stop if its a short-term arrangement.
How to know who filled in a zoho form from a workflow
I've got a workflow action set up to send an Email Template, associated with a Zoho Form. I want that workflow to tell me who it was, when it happens and give me in the notification, a link to the new record. The workflow is only set for new records. That part works fine, but I cannot get the workflow to notify me as the admin, when it happens and give me a link to their record. Is that at all possible. It's such a simple task, but I can't believe how difficult Zoho makes it. After the form is filled
Change a default option
Hello, In the payment receipt I want to change the default option of a selection. How can I do it? I attached the image, in the fist picture "Deposito para", the default option is "Factura" and I wan to change to default option to be "Publico General". Can you add where can I made the change by steps.
Is this doable with Zoho Forms
So I am trying to create a form where someone can go through a list of deals and then update the payment status and the payment date so that it is a quick and easy process. I have a screenshot of what I am currently trying to build in Zoho Forms (I was thinking subforms could be made to use this). But another screenshot shows a report of daily deals and I am trying to make it look like the screenshot in that it displays all of the deals in a table like format and two columns on the right would show
Automated e-mails - invoices paid
How to automate the process of emailing an email that will inform you about the product status change to payment (invoices paid).
Phone reminder
How to set a reminder to call the customer from the seller ?
Deal Stages & Forecasts
Looking for advice/best practice: I have 'Lost' as a stage in Deals. Right now, Lost's 'Forecast Category' is 'Omitted.' Should it be changed to 'Closed.'? Also, I have a category for imported Deals (were events in old system) that I feel is making my reporting all wonky because it's still in the 'Open' Forecast Type. I'd like Deals in this stage to remain but just be outside my regular reporting. Is there a way to do that? They're not necessarily Closed Won OR Lost.
How to give discount on invoice.
If there is invoice of 10000 INR and mu customer pay me only 10900 INR and want 100INR as discount on bill. How can i do that. In simple words he wants to paid partially bill and close account.
New: Cancel your event in three simple steps
Sometimes, despite your best efforts, the show cannot go on as circumstances beyond your control might force you to cancel your event. Over the years, natural disasters, political crises, and, more recently, COVID-19 have all caused many events to be canceled. We know it is, quite possibly, the single most difficult decision any event organizer has to take and a painful one at that. At Backstage, we'd like to help smooth the process for you, at least a little. And so, we've introduced this new
emails disapearing from outlook when added to zoho
I am using Outlook with the zoho outlook plug in. Up until afew hours ago, when I added an email to a contact in Zoho using the plug in the email was added in as it shoud be and the orginal remained in my Outlook inbox. The Outlook copy of the email then has a blue tag added. All good. Now, when I add an email into Zoho from Outlook uinsg the plug in the email dispaears completly from Outlook, it is not even in the delted items folder. Why has this starting happening and how can I stop it please?
How do you search a Linking Module?
I have a custom module (CustomModule6) that has a multi-select field related to Vendors. There is a linking module (LinkingModule2). For a particular record in the custom module, how to I get the IDs for the selected Vendors? (using a custom function where the input is CustomModule6 ID) I've spent a few hours at this already trying all sorts of things without success, so a nudge in the right direction would be appreciated.
My Zoho Story #06 Suzy McGrath - Importance of reinventing the business model
In this community interview series, we hope to have users across various industries share their learnings and experiences on leveraging Zoho to empower their business. Suzy McGrath is the co-founder of Better Living Australia manufactures adjustable beds and distributes across the country. Listen to her story on how reinventing the business model made their business successful.
Kaizen #44 - Handling Attachments API in Java and Java SDK (Part 1/2)
Hello everyone! Welcome back to yet another post in the Kaizen series. This week, we will discuss about the attachments API in Java and Java SDK. 1. Introduction to Attachments API Attachments in Zoho CRM are an important aspect of any record as they
Sub-concurrency for Complex APIs
Hello everyone! We all know API calls are metered through credits. Concurrency and sub-concurrency limits are applied based on the CRM edition and the type of request, respectively. Earlier, we applied sub-concurrency to only a few APIs individually, as mentioned in an older post. However, to maintain optimal performance, avoid slowness, and maintain resource availability, we have now grouped the below as complex APIs, and set the sub-concurrency limit to 10 for this group. This sub-concurrency limit
Can I auto assign ticket follower with a workflow rule?
In my Account section I have a Custom field called CSM with the name of a CSM, and all my CSM have Light Agent profiles. I'd like to auto assign this light agent as a follower of the ticket. Something along the line of "if 'Account CSM field' = 'Light agent name' then assign 'light agent' as a follower of the ticket" Is that a custom function you can help me with?
Zobot configuring and development help
My company GoShare has been using sales IQ for over a year. We would like to add zobots. Our engineering team has their hands full at the moment and we would like to hire someone to help us configure a zobot. You can learn more about us at www.goshare.co . If you're intersted please send over a resume and inlclude at least one example of a zobot that you have built.
Anomaly Detector - Word of the day #100
An anomaly detection offers meaningful insights about the business's trends which can play a critical role in influencing key decisions. Decision makers can change existing processes or assimilate better ideas and plans by observing what brings positive changes to their overall business health. For example, a sudden dip in purchases, lead conversions, or an increase in students dropping out of courses can indicate a negative deviation from the regular pattern; whereas, a surge in the purchase frequency
How do I customize FONT/SIZE/COLOR ?
How do I customize the Font color and size (beyond 'small' or 'large') when composing messages?
Issue adding Email Account
When I try to account I got the following message Unusual activity detected from this IP. Please try again after some time. Any Idea?
Ask the Experts - Zoho Inventory #20: 6 hours of live discussion about Automation in Zoho Inventory
Hello all! Hope you are all staying safe, sound, and active. In this week's episode of 'Ask The Experts - Zoho Inventory' we are discussing everything about the 'automation' feature for Zoho Inventory. We've designed all of the features in Zoho Inventory to be helpful for businesses, such as the different customised data fields in your modules, emails, and transactional document templates. But with Zoho Inventory's automation feature, you have the freedom to create and automate numerous functions
What is the primary difference between autoresponder and workflow use?
I've read the information about automation and I'm trying to understand what the a difference between autoresponder and workflow is...they seem to both get the same job done. If I use autoresponder do I ALSO use workflows for the same campaigns? I would be planning to do an autoresponder based on Sign Up, with 3 messages total.
VERY worried about showtime dev's priorities
We are a relatively large training company that just recently switched to zoho one and are utilizing just about every app including showtime. During setup we encountered the following issues and we are writing here today as a "hail-mary pass" because we are worried that showtime is focused on things like "break out rooms" before they finish essential features to operating a training company. 1. Certificates don't send automatically 2. Students can skip right to the test. 3. The certificate does not
Introduce the ability to create multilingual announcements
With the introduction of multi lingual support within the Knowledge Base, could this mechanic be extended to other parts of the community portal like announcements?
What is the difference between tasks and milestones in Zoho? (Urgent)
what is the difference between tasks and milestones in Zoho? (Urgent)
Mass Emails - Sent Email Statistics vs Actual Opens/Clicks
Sent a mass email out. Had different field updates take place on open and on click. Checked the stats within Mass Emails and compared with the number of opens and clicks based on the relevant field update. The Sent Email Stats significantly under reported the numbers. Why is this?
Clone candidates while importing documents
I cannot choose clone option while importing candidates from documents. The message indicates that organization has not set up for this option. Can you turn it on?
info@addresses
I want to sync info@ addresses, since many of our customers fill in those addresses when we call them. How can 'block group' function be ignored when syncing contacts from our CRM to CAMPAIGNS?
how to send lead to junk lead
Some leads are not useful .How can we create a foder and send leads into them
Email Deliverability Tip #6: Avoid getting marked as spam
In the previous post, we learned about the importance of domain authentication. Today we'll be learning best practices to avoid getting marked as spam. Ever wondered why your emails are marked as spam even though you stuck to your regular sending practices? Your emails could be marked as spam for reasons including offering irrelevant content, employing poor sending practices, or experiencing technical issues in the receiving server. While crafting your email content and sending your emails, you
Link two Zoho Sheets
Hi I apologise in advance if this has already been asked, however i couldn't find it anywhere. I have data in one Zoho sheet and i was wondering how i get that data into another zoho sheet without losing the data in the original sheet. In excel i would have linked by '='Sheet Name and cell'. If someone could let me know how i do similar in Zoho it would be much appreciated. Thanks in advance. R
New Career Website
Like I can add several career sites for different countries. Different countries have different laws governing what information we can ask from candidates. Similarly they have different currencies. Right now we have only one web form in the new Careersite, which is not suitable for all countries. We need to have the capability to add multiple webforms like the way we have in the old careersite. Please address this issue as soon as possible.
Integration with Zoho Subscriptions
Does Zoho Desk integrated with Zoho Subscriptions? I wanted to see my customer subscriptions details in desk, when i receive tickets from them.
POPULATE SINGLE LINE FIELD FROM LOOKUP FIELD
Dear, how are you? I'm trying to auto populate SINGLE LINE FIELD in customModule1 with the data from LOOKUP FIELD in customModule2. Is that possible? PVU
Dynamic Content
I would like some help with using dynamic content please, how to fill in the 'if' and 'else' fields etc... Also, does the dynamic content work in test emails? Any help would be very much appreciated!
Email Deliverability Tip #9: Avoid complaints
In the previous post, we learned techniques to avoid unsubscribes. Today we'll be focusing on practices to avoid receiving complaints. Your contacts submit a complaint when you send email without their consent, when you bombard their inbox with your emails, or when they keep receiving irrelevant content. You can avoid complaints by following these practices: Get the consent of your contacts before sending them emails. Ensure that you're not flooding your contact's inboxes with emails. Provide the
Platform fee accounting
We are seling items through Pepperfry platform (similar situation for Amazon and Flipkart etc.) The invoice is raised in name of customer. The platform collects the payment and remits to us only the nett amount - that is customer invoice value less platform fee). On receipt of money we credit the customer with amount received in the bank. After each month platform Pepperfry send us the debit notes for all deductions they have made on account of platform fee. Now we have to transfer the difference
Migration of Zoho CRM APIs and Functions to v2.0 - Updated!
Hello everyone, A year back, we released the CRM API Version 2.0 that provides a lot more than what we have in API v1.0. Along with that, we also announced the deprecation of API v1.0 and its sunset on December 31, 2019. Here is the link to the previous announcement. We would like to remind you to migrate to the latest version of CRM APIs as soon as possible, as the older version will not be available next year onwards. If your code still uses the version 1.0 of the APIs they will stop working from
Zoho CRM - Zoho Creator two-way sync
Hi, I am setting up a two way-sync between Zoho CRM and Zoho Creator. The creator app is used a client portal for Loan application. The brokers review the applications directly in Zoho CRM. Records can be created either from 1- Zoho CRM: a broker creates a Loan application in CRM, which creates a record in Z creator and invites the client user to fill the Loan application data; 2- Zoho Creator: a returning client creates a new Loan application, which then creates a record in Zoho CRM. I see that
Google signin's track in Zoho
Hello, In our website, the user will sign in using google API's and we want to record each user in Zoho CRM. will It be possible to directly record the user name and email as soon as they sign in into the website. [We were new to Zoho and want to use this CRM to store all leads] if this can be done we are happy. in case this not possible then if there are any alternatives, please share. that will be a great help.
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