Tiny Tip Tuesday #22
Arrange your questions smartly Question Order While questions can go in any order you'd like, you'll do your respondents a favor by grouping similar questions together. If you have a bunch of questions that use a scale or are all on the same topic, it's better to combine those questions into one section of the survey, rather than spreading them out. This helps your respondents answer more efficiently, since all of the items are related and relevant to each other. Grouping like questions helps improve
Minify Static Files
Minifying these files can slightly improve the loading speed of websites that are using MarketingHub.
Rename animation css to avoid conflicts
Greetings, I've recently found out that Marketing Hub uses generic names like "slideInLeft" or "bounce" in their animation css: https://mh.zoho.com/hub/css/animate.css This might be ok for static websites, but some websites (Let say a wordpress site using a theme + plugins) may use the same names, thus causing conflicts. It would be great if the devs could add a prefix to these names, maybe "MHslideInleft" or something along those lines. it'd also be great if the static files are minified.
Alias domain box characters limited
There is a character limit when trying to add an alias domain which is stopping me adding sub domains to web tracking, how can I overcome this please?
Urgently!!!: Service Unavailable
Hello! After i got an email that said that my limit was full! i went to my email john@epsilonk.gr and i free up space... i can receive and sent emails from mail.zoho.com but in outlook i got all the time --ERR Service Unavailable.. can you please fix it or tell me how to fix it? Thanks
Class memorization - vendor add
I am transferring form old software system and as I am entering our vendors, my class designation is not auto populating. Each time I enter a new expense I have to enter the class and details each time. Is there any way to save and attach this information to the vendor, so that it auto populates each time?
Gmail app doesn't allow me to send emails from my alias
when I choose the action "Send Email" from the Gmail app and make a connection, it will only allow me to send the email from the primary address. It does NOT allow me to send the email from addresses that are aliases. Why? This is the only gmail app I've seen that does not have functionality built in to accommodate sending emails from alias accounts. Please enable functionality to do so. Maybe create another field that says "senders address" and validate against primary to see if it is an alias.
Create Birthday Reminders (Task?)
Hello! New to Zoho and testing it out to see if this could be the tool for my team. I want a Task/Activity to automatically remind me of Contacts birthdays, and other important anniversaries. How is this possible? I tried to use the Automation Workflow (Tasks), but it doesn't seem to work. See attachment to see how I set it up. I would like for the Birthday reminder to show on my Home Page under Open Tasks. Help! And thanks!
How to manage answer and customize content of mail
I would like adapt workflows from answer received from recipients -Answers from recipients themselves, -Request to unsubscribe (via form) - Automatic answers (from the servers: new contacts, absences ..) -Action of the recipients; click, open And how to customization content of the mails following actions : Create segments or insert "variables" to adapt the content? Thoses to adapt contacts are at different stages of maturity; (Tunnel) prospect cold, Awareness, interested .... Another question
Pre-defined Date Range for the past 1 year or last 12 months
Hi, It would be nice if we can have an option to select "Last 12 months" as you have already added Previous FY and Export to CSV function. Most of us would like to know outstanding tickets logged for the last 12 months and this would be the best option instead of defining the date range manually every monthend. Thank you. Regards, Jordanne
When choosing between follow up and workflow?
Hi I wonder about the best way to create a tunnel bringing an unknown prospect up to integrate it into the CRM In which cases to use 1 / the sequence of campaign or follow up 2 / setting up a Workflow and in this second case I did not find a description to understand which wflo to use in which situations 2 exemples : 1st : I address a sequence of different mails The first mail can be read but for example not the second In this case it is necessary to be able to stop the sequence Which workflow function
Question about date field autoresponders
Hi Team - I have a question about date field auto responders. I have a list synced from Zoho CRM. One of the fields is a date field for Start Date. Some of the start dates go far back as 2014. If I create a date field auto responder today and set it Yearly and send emails 1 day after Start Date, does that mean that the auto responder will send emails to all whose start dates are before today. For example, Start Date is 07/01/2015 (July 1, 2015). I created a date filed auto responder today and set
turn off auto-send email again?
my email auto re-send email. how to turn off auto-send email again?
Diasable Custom Function Button
I have created a custom function button in Detail View that updates a field in my form. Is there a way to disable the custom function button if the field is no longer Null?
How to get "Comment" in Help Desk to change ticket status
Currently, I have a blueprint in place that when a customer responds back to a ticket through the helpdesk using the "reply" option it changes the status from hold to open. However, if the customer responds back to the ticket using the "comment" option, it does not change the status of the ticket. How do I ensure that the status of the ticket changes no matter what response option the customer decides to use? Best regards, Sean
Zobot forward to a different department
I am setting up a bot using Zobot -> SalesIQ Scripting. I know that I can use response.put("action","forward"); // This will forward to an agent in the department that the customer selected. However is there a way to have the bot forward the customer to a different department?
Testing Email Merge Fields from the "Send Test Email" Button
We are uploading all of our email templates to prepare for our Zoho roll out. I have entered in the fields correctly, but when I send a test email to myself from teh "Preview" area that says "Send Test Email", the fields never populate (please see attached photos). Is there a way to test the merge fields other than the "Send Test Email" button? Please let me know as this is extremely important for my organization. Thanks, Kendra
Prospect Lookup
We need to create a report or lookup that shows a field contains 'X" and that field modified date. Is this possible to build?
refused by the DNSBL dnsbl-1.uceprotect.net
When I try to send e-mail for a client I get following error; <reciever@recievercustomer> INVALID_ADDRESS, ERROR_CODE :501, ERROR_CODE :5.7.1 <myaddress@myadrees>... IP 136.143.188.55 refused by the DNSBL dnsbl-1.uceprotect.net I don't get that for every clıent but for some.
How to refer to a filed in an open form
I am using Zoho CRM. I am new to deluge. I want to update a field in the open module form. Please advise, in deluge, how can I refer to a field in an open module form. Thanks.
I can't acess my email account from the Outlook
My email account isn't working anymore! It keeps me asking my password, I'm afraid it is blocked, how can I proceed?
Employee Self-service portal setup
Hi How will setup Employee Self-service portal. please explain Thanks Satya NHM
Problem to create a webhook
Hi Zoho Support, I am trying to create a webhook to listen tickets update events and I got an error. POST https://desk.zoho.com/api/v1/webhooks This is the body: { "subscriptions" : { "Ticket_Update" : null }, "isEnabled" : true, "url" : "https://200.106.245.34/jcn-client/tickets" } This is the response: { "errorCode": "UNPROCESSABLE_ENTITY", "message": "Validation failed for the condition : The endpoint failed to respond with status code 200 " } Can you help us please what could be the
Categorise Based on Product Purchase
We currently inventory and fulfill orders through ZOHO Inventory (have added ZOHO Commerce recently for our webstore). When integrating ZOHO Finance Suite to ZOHO CRM, is there the ability to categorise contacts based on their product purchase? Enquiring as it would be helpful for targeted Marketing through ZOHO Campaigns (e.g., Customer buys Product A and receives follow-up regarding features of Product A, satisfaction of Product A, etc.).
Marketer's Space: Email Workflow - Tags assigned trigger
In our previous post on email automation workflows, we learned about the email action trigger. In this post, we will explore the tag assigned trigger. This trigger initiates a workflow when the tag you select is assigned to contacts/leads either manually or automatically using workflows. How to use the tag assigned trigger After you drag and drop the tag assigned on the canvas, select a relevant process for the workflow. Once you configure the process and the end-of-workflow actions, you
Dynamically populate drop down based on selection of previous record
Hi Chat2ram, Dynamically populate drop down based on selection of previous record: Please follow below URL link processes, After that follow below steps to configure dynamically dropdown listing of Country, State and City. The process of Country, State and City as a dropdown...
Changes
Hi Can I just say can you please STOP changing things and than changing back without letting us know. I know you complete releases without notifications (I dont come into these forums every day). So who made the decision to reverse the name change of "Events" to "Meetings" back to "Events" within the Activities module?
Zobot follow-up messages
Hi, I'd like to add a feature to my Zobot which would allow the bot to send a second message to the user after a certain period of time. For example, we would display the user with a phone number to call in to. After say 5 minutes, if the user is still on our site, we would want to follow up with something like "Now not a good time? Do you want to schedule a call for a later date?" Is this possible with Deluge?
failed to open stream: Permission denied
Zoho Cliq imposible to start conversation with external user
Hello How does one start a conversation with external user!? I am struggling for more than two hours here, trying to insert a collaborator into our group chat! Cannot evetn start 1-1 conversation... I add the contact, the link comes via mail just to enter cliq and that is it.. It never appears in contact on cliq later! Thank you
ZOHO CRM Permanent Access Token API V2
Hi!, I,m currently implementing ZOHO DESK and ZOHO CRM for our web based service. In case of DESK, everything went smooth in terms of authenticating request. I just generated permanent Access Token and started using DESK API to send request. For example when a user during his visit on our website post a comment, we create a ticket in DESK etc. IT's great! BUT when it comes to ZOHO CRM, I strugle to autheticate any request. How can I generate permannet Accees Token for the account where I'm the owner
Zoho Campaigns Community Meetups - India
Hello everyone, Are you ready to join us for our this year's final round of Zoho Campaigns Community Meetups in India? We're all set to help you through every step of your email marketing journey. Join us from October 15, 2019 - October 18, 2019, you're all invited! Cities: Chennai, Bengaluru, Pune, Mumbai, New Delhi Topic: How to enhance customer engagement with smart email marketing Here's what we will be discussing: Introduction to Campaigns Community learning. Customer relationship with
Campaign best practices for recurring events
Hello, We go to a dozen trade shows a year. Is the best way to go about this is to create a campaign for each show and just designate the year/place to differentiate? We want to send an email to leads to invite them to the show and we'd also like to send an email to those that visited. I'd like to track the emails for the pre-show and post-show as a whole. For example I'd like to know how all the pre-show emails open/click rate are. I'd also like to see how they look for individual shows. I've
Setting Layout Rules and Mandsatory Fields for Stages
Hi, I have just started up on Zoho and want to set certain fields as mandatory before a deal can progress to a certain stage. I have added layout rules on a map (as attached), however it seems that if I have say for example 5 fields which i set as mandatory to be able to get to the stage "Scoping", Zoho will not let the user fill out 2 of the 5 fields and save it (obviously without progressing the deal to scoping as all 5 fields have not been entered). Is there a way to set fields as mandatory but
Problems with Migrating attachments from Salesforce to Zoho CRM
wizard works ok but cant create new custom fields for attachment module - we have quite a few text fields, user lookups that we would want linked. can proceed without linking these but then the files are ALL skipped in the migration csv for data and attachments folder with actual files any advice appreciated we are evaluating zoho one but if we cant achieve this we may need to look elsewhere cheers Michelle
Remove From Workflow
We have a Workflow rule that has 9 different actions. When triggered the phone and mail activites are added to the record, the e-mails show when the are sent over a period of weeks. How do I remove a lead from the workflow for the future e-mail yet to be sent as part of the workflow? The workflow is originally triggered by changing the "lead status" to "dental workflow" if I change the status back to none they still get the future e-mail. We do not what to delete the lead.
Create a task to an account
Hi I would like to create a task to an account. for example, I want to create a task to charge the customer on June 2020 and want to create a task withe notifciation for that. It should be for the account and not for a specific contact, Is it possible? Thanks
Customer Portal Invite Users
Hi, I want to know if it exists a way to automate the user invite in the Customer Portal via a custom Form, or other via without user interaction. Thanks Gowsalya
How to delete a related list in Zoho CRM
Hello every body, I need to know how can I delete a related list that I created before. Thanks
Counting follow-ups and sales interactions "touches" to a lead.
Problem: In zoho you have no way to count or total sales/marketing interactions. For example how many calls, emails, direct mail, follow-ups, etc... did a lead receive? I have no way of knowing this critical information from the CRM. Solution: Have some way to increment fields +1 and have rule-based counting of task logs.
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