Can I set up a system to send the same email campaign to those who didn't open after two/three days?
I used to send occational email campaigns to our subscribers/contacts. After sending any email campaigns, I send a follow up to those who didn't open that campaigns. This I'm doing manually every time. Is there any option/system so the sent email campaign
New in WorkDrive: Share with Anyone on the Internet
If you need to share a document or file online, it's best to do this securely and reliably. While there are multiple methods for transferring files online, it's good to keep in mind the purpose of sending the information and understand who your viewers are. WorkDrive already gives you a customized External Sharing option, where the sender can control the link properties to share data securely. In addition to that, here's a new way of sharing files with external viewers. By using this new feature,
Focus Group Webinars - Q2:2023
Hey y'all, Thank you for response and interactions to the FGs in the previous quarter. That being said, we're happy and thrilled to announce our next set of Focus Groups for the second quarter of 2023 (May - June). With every Focus Group we aim to tackle
Searching mails with NOT operator
I want to narrow down a search on a particular person and subject which is not well defined. Easy enough to search on the sender but how can I use the NOT operator in a search to exclude the unwanted subjects we have communicated about?
Why is Grand Summary not totaling at the bottom of aggregate formula columns at the bottom of my pivot report?
Can anyone tell me why my two aggregate formula columns are not giving a sum at the bottom of my pivot table? And how do I fix it? For reference, these are my two formula columns:
Receive "Mail Delivery Status Notification (Delay)" on Microsoft email address
Hi, Until 4 days ago, everything was working well with my Account Confirmation Emails. Customers where able to receive mails almost instantly. But these last 4 days, for every customer with an address in 'live.com' 'outlook.com' and 'hotmail.com' I reveive
can you add Gmail label to zoho team inbox ?
can you add Gmail label to zoho team inbox ?
remote server is misconfigured
Hi there, I recently set up domain connection email through ZOHO mail and I am not receiving emails from other email providers.I have tried to trouble shoot everything and I have all green checkmarks but nothing seems to still be working. The domain I
Is it possible for event attendees to view all event participation history from My Page in ZohoBackStage?
We are looking to host multiple events at ZohoBackStage. If the same person registers for multiple events, we would like to be able to see all the events that have already been registered for on a single My Page. If this is feasible, please let me know
Converting Estimates into Invoices using a report action - Calculating Subtotals
I am trying to create a report action or button to convert my estimate into an invoice. I have everything working up it will not calculate the subtotal and grand total after it is converted. Any help or suggestions would be appreciated! Here is what I
Lead source is added randomly "Social Media"
Hello, I have been facing this issue that I am seeing some random leads which are added by webform attached on website and there is no SalesIQ history attached to it. The source for webform is hidden and selected as "website visit" but it is not reflecting
コミュニティダイジェスト 2023年6月
こんにちは。Zoho コミュニティチームです。 毎月、前月に行われたフォーラム上での議論やZoho からの製品アップデート情報やイベントと情報をまとめた「コミュニティダイジェスト」を投稿しています。 6月の活動は以下のとおりです。 Zoho からのお知らせ [ Zoho CRM アップデート情報 ] 【Zoho CRM】ユーザー項目に関するアップデート：ユーザーのアクセス権の変更 【Zoho CRM】数式項目に関する仕様変更 [ Tips and Tricks ] 【Zoho SalesIQ】入力プレビューの確認で問い合わせの対応時間を短縮する
Instant Invoice
Nice little touch there Zoho guys, is it new or did I just miss it before ?
Career site embed
I have an issue with the job embed code from Recruit onto my zoho site. On mobile it throws it all out and looks awful. How do I change the code so it adjusts when being viewed on mobile please? https://food-recruit.com/jobs
Customer Portal in Sites
I would like more information on the ability to create a customer portal in Zoho Sites? I am a private art, design, & furniture dealer working with interior designers, looking for specific pieces for their projects. I would like a way to segregate the selections that I have made for my clients, while giving them the ability to browse my entire inventory. Is this possible using Creator, or some other customization platform?
Edit survey response with custom variable?
We have custom variables that are passed with the survey URL. Unfortunately I don't see a way to edit these custom variables on submitted responses. Is there a workaround? I tried appending tto URL but it oesnt work. Exmaple https://survey.zoho.com/editresponse?responseid=000000&surveyid=000000&name=name. doesnt seem to work
how to get transition_id to update Deal Stage in Blueprint API in Zoho CRM?
Hi, I want to update the deal stage to 'Won' in Zoho CRM after a customer perform an action in our own mobile application. so we have to update the Deal Stage through Restful API. We are using Blueprint to update the deal stage, I believe I have to use
I can send emails but dont receive them
Problem is in title. I have updated the mx things and everything shows a checkmark
Change PDF prefix in Zoho CRM?
Hello, We are using Zoho Books for sending quotes, order confirmations, and purchase orders. Since Zoho (CRM and Books) doesn't have the feature for RFQ's, we are using the Purchase module in CRM for this. Whenever we create an RFQ and send this to our
Hiding the base field graph for a formula from the report legend
We are creating some KPI reports from our Desk data and some of the fields on the Y-axis require formulas for them to be user friendly. For example the "Total Response Time in Business Hours" data is normally in milliseconds (ms) unit despite its name
Error 554 5.1.8 Email Outgoing Blocked.
I can't sent emails. Error: Reason :554 5.1.8 Email Outgoing Blocked. Learn more. Can you help me?
Partial Invoicing
hello can we do part invoice for example if a customer bought item A x5 Item b x5 can i generate 2 invoice Invoice 1 for item A x2 Item Bx4 Invoice 2 for TItem Ax3 item Bx1 reason for that is , we want to generate invoces as customers reciieves thier
Trying to migrate from Evernote
Migration gets authorization from evernote. Then says No Migration Data Available Sorry, but there doesn't seem to be any Evernote data available to migrate. That is inaccurate, I currently have 676 notes in evernote across about 30 notebooks... Please
Edit on web but not sync at app, any idea?
Note not syncing
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[SOLVED] "User already exist in your org" I can't create a new email account!
I've checked on "Groups" and've tried to add as "Secondary email adress", it is nowhere to be seen! When I try to add as Second. email, this message appears "email account already exists" (in portuguese). When I try to "Add user", it shows the message
Improve business processes with automated fillable form generation in Zoho Writer: Part 2
Hi, We're excited to announce Zoho Writer's upcoming webinar: Improve business processes with automated fillable form generation in Zoho Writer: Part 2. Discover various real-world business cases where Zoho Writer's fillable forms can help, and answer
Block incoming mails from specific domain
Hello, About a week ago our accounts using the domain "biosoftinnovation.com" was unable to receive emails from "juntadeandalucia.es" Can you please help me with this issue? Thanks in advance. Manuel
Pre population of quote line items
Look to have a quote template for line items Hi I am trying to achieve the following. Our company sells different packages (composite items) A few line items quantity changes per client. I want to add a composite item to the quote but be able to change
Add Shopify product options to sales invoices in ZOHO Inventory.
Hi. I'm a novice to ZOHO, so I'm slowly learning as I go. Im using Shopify. I followed everything in this tutorial from Zenatta. Everything works fine, except for a couple of things, which I will make a topic for on its own. However. What it doesn't do
Make Unread emails stand out more
Hi, I am finding it very hard to tell which emails are unread - is there a way to make them stand out more - apply a different background colour, or make the bolding more obvious? I missed an important email yesterday because it arrived in a thread I
Tax Inclusive Price on Subscription Products
I am wondering if there is a way to add prices including VAT. When I add a new subscription plan I want to be able to add the total price including VAT. I have a subscription plan that is €15/pm incl VAT. To add this excluding VAT is an odd number like
Creator: Using stateless form to pass page parameter
I'm trying to filter a report on a page via the page parameter, but am stuck. I made a 1 minute video below showing the issue: https://www.loom.com/share/35446dcf5ec74f62ae9b49a2e6e7f355 Can anyone see where I'm stuck with this video? Thank you for your
Zoho Subscriptions
For a subscription, is there any way to push updates to a subscription form API as unbilled charges, but show immediate change on the invoice? We often will have customers activate multiple devices per month, and invoicing each additional device separately
Creator Super admin - Need to deactivate my account.
I am the Super admin in Creator I Need to deactivate my account and give all permissions to another in my company however i cannot change from Super admin. I need to change this today as my billing renews tomorrow.
How to share records
I've created a data sharing rule where one role can share a specific set of data to another role, but I can't see how to actually share an item from the UI and can't find anything in the documentation. How do you share the individual records with another
How to get permanent API Key
Hi, I've read over the API OAuth documentation (https://www.zoho.com/accounts/protocol/oauth/ and https://www.zoho.com/creator/help/api/v2/openapi-specification.html) and see that there's a way to generate client id, client secret, and code here: https://api-console.zoho.com/
Zoho campaigns data in Zoho CRM
Hello Everyone! I am currently facing an issue regarding data from ZOHO campaigns in ZOHO CRM. So the problem I am trying to solve is that I have ZOHO CRM and it is integrated (SYNCED) WITH ZOHO campaigns. I want the fields in ZOHO CRM related to campaigns
Dashboard
Hi, I would like to add as a component a table/chart that shows all deals categorized by deal owner. I would like to be able to see in the dashboard a count of how many deals per Deal owner/user we have. Is this possible? Thanks, Cristina
Segmentation recency - doesn't work?
Hi all! I have created a segmentaiton using Zoho's own segmentation feature. However it seems it doesn't work correctly. In the recency field I have used a booking date for my customers. All my customers have the booking date filled - but the segmentation
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