Community Learning Series | Digest #4 - August 2020

Community Learning Series | Digest #4 - August 2020

Dear customers,


We hope you're staying safe and healthy.

I'm happy to bring you the fourth edition of our #CommunityDigest with some brand-new updates from us.


1. Daily Business Updates (for Android users)

The Zoho Subscriptions Android app has got a cool new update: You can now get a push notification to your smartphone that lets you know how many activations and cancellations have taken place, and what's the net revenue for the previous day. The best part is, you can tell the app when exactly you want this notification to be sent, and the app will do just that!

This is available from our latest Android app version 1.18.3. You can scan this QR code from your smartphone to download or upgrade to the latest version (or you can use this direct download link). If you've tried this already, do let us know your feedback in the comments.



To our iOS users, we are building something you'd absolutely love! We're waiting for the iOS14 release just like you. Stay tuned :)

2. What's new in Zoho Subscriptions

From Direct Debit payments via hosted pages to a one-click 'share' option for hosted pages, check out all our latest updates from this post.

3. Tips and Tricks

In the previous digest, we looked at sending SMS reminders for your subscription business. For this edition, we have something really interesting, especially for subscription businesses.

As the chances of dealing with the same customers over and over are higher for subscription businesses, word of mouth plays a crucial role in customer acquisition. This is just one of the reasons why you should have a referral system in place.

So, here's
Tip #4:
How to implement a Refer & Earn workflow for your subscription business (with step-by-step instructions)

4. Integration Spotlight

We are glad to announce that Zoho Subscriptions is officially listed on Zoho Marketplace! This is to expand the integration capability of Zoho Subscriptions even more, so that you can connect it with any of your existing app.

With that said, we are open to suggestions and ideas. If you wish to integrate any of your existing business apps with Zoho Subscriptions, do let us know in the comments, briefly explaining the use case as well. We'll make sure to follow up and get it done for you!

5. Customer Corner

Meet Gaurav Doshi, Founder & CEO of Edmingle, a fast-growing Edutech firm based out of India.

By setting up proper workflows and mechanisms in place, Edmingle has grown 10x in the past three years and Gaurav says "Zoho Subscriptions saves me at least 90 hours a month that would have been spent on manual billing processes and follow-ups, which is the biggest ROI I get from Zoho." Read their complete story here.

6. Video Guides

From this month, we've planned to bring you some short videos to help you set up your Zoho Subscriptions account and tailor the app to your business requirements.

Here's our first playlist: Getting started with Zoho Subscriptions. Or if you'd like to find them on Twitter, follow the hashtag #SimplifySubscriptions to find videos that can help you use Zoho Subscriptions better.
Stay tuned for our next edition of #CommunityDigest!

You can follow us on
Twitter, Instagram, or Facebook to stay up to date.

Did you enjoy this month's digest? Would any other information be useful to you? Let us know in the comments, so we can continue to provide the information you're looking for each month.

Until next time,
Harikrishna
Customer Relations | Zoho Subscriptions

    Access your files securely from anywhere







                            Zoho Developer Community





                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner




                                                            • Sticky Posts

                                                            • Community Learning Series | Digest #5 — September 2020

                                                              Dear customers, We're happy to bring you the September edition of our #CommunityDigest! Keep track of your subscription KPIs right from your smartphone: Last month, we enhanced our Android mobile app to help our customers get daily updates on their business health. We got to know from a lot of customers that this has made their job much more easier because they no longer have to keep a reminder to manually check on the previous day's revenue or activations. If you have not downloaded it yet, here's
                                                            • Community Learning Series | Digest #4 - August 2020

                                                              Dear customers, We hope you're staying safe and healthy. I'm happy to bring you the fourth edition of our #CommunityDigest with some brand-new updates from us. 1. Daily Business Updates (for Android users) The Zoho Subscriptions Android app has got a cool new update: You can now get a push notification to your smartphone that lets you know how many activations and cancellations have taken place, and what's the net revenue for the previous day. The best part is, you can tell the app when exactly you
                                                            • Community Learning Series | Digest #3 - July 2020

                                                              Dear customers, We hope you're staying safe and healthy. We're glad to bring you the July edition of our #CommunityDigest. New community members can view our previous newsletters here. This time, we have two major updates and three interesting topics for you: 1. Zoho Subscriptions Developer Community Since the inception of Zoho Subscriptions, our team believed that the recurring billing platform we provide should be able to offer an extensive API library that empowers businesses to automate most
                                                            • Introducing: Community Learning Series | Digest #1 - May 2020

                                                              Dear customers, We hope you are staying safe and healthy. Helping businesses manage their customer subscriptions more efficiently has always been, and always will be, our goal at Zoho Subscriptions. We strongly believe this is possible if we grow together as a community and share what we know with each other. To nurture this shared learning experience, here is our brand-new Community Learning Series! ​ Welcome to the first edition of our digest! Each edition of our community digest includes guides


                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources


                                                                                              Zoho Writer Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ








                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                            • Recent Topics

                                                                                                            • Kaizen #208 - Answering your Questions | Functions, AI and Extensions

                                                                                                              Hello Developers! Welcome back to a fresh week of Kaizen! We are grateful for your active participation in sharing feedback and queries for our 200th milestone. This week, we will answer the queries related to Functions and Extensions in Zoho CRM. 1.
                                                                                                            • Export Invoices to XML file

                                                                                                              Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities
                                                                                                            • Showing description in timesheet and timelogs.

                                                                                                              I am wondering if it’s possible in version 5 of Zoho People to have the description show by default or with a manipulation on the user’s part. Let me show you what I mean. As you can see this is the view for the users. Now if they want to see the full
                                                                                                            • How can I see content of system generated mails from zBooks?

                                                                                                              System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.
                                                                                                            • New in Cadences: WhatsApp follow-ups, upgraded limits, and options for add-ons

                                                                                                              Hello everyone, We're rolling out two key updates to help you engage better and scale smarter with Cadences in Zoho CRM. Reach customers on WhatsApp, directly from Cadences Previously, Cadences have enabled you to automate follow-ups through emails, calls,
                                                                                                            • CRM Blueprint Notification by Cliq

                                                                                                              Dear Zoho team, In Workflow, there is nofication by cliq, but in blueprint, there is no option as cliq notification. I think it is very convenient to get notified by Cliq , as there are multi modules in apps, but we will always check Cliqs
                                                                                                            • Zoho People Attendance Regularization – Wrong Total Hours Displayed

                                                                                                              While using Zoho People, I observed that the attendance regularization is showing wrong total hours when applied to past dates. For example, if a check-in is added at 10:00 AM and check-out at 6:00 PM for a previous date, the system sometimes calculates
                                                                                                            • Sync Contacts in iOS

                                                                                                              What does the "Sync Contacts" feature in the iOS Zoho Mail app do?
                                                                                                            • Live webinar: Craft the ideal sales pitch deck with Show

                                                                                                              Every great sale starts with a great story. And your pitch deck? That’s where the story takes shape. But too often, these presentations end up looking generic, overloaded with text, or lacking structure. The good news is, it's easier to fix than you think!
                                                                                                            • Project Statuses

                                                                                                              Hi All, We have projects that sometimes may not make it through to completion. As such, they were being marked as "Cancelled". I noticed that these projects still show as "Active" though which seems counter intuitive. In fact, the only way I can get them
                                                                                                            • 👋 Welcome to the Zoho MCP Community

                                                                                                              Hello all, glad to have you here! This is your space for everything AI agents, MCP tools, and intelligent business apps. This community is for you — developers, partners, creators, and businesses exploring how agents can transform work. Whether you’re
                                                                                                            • Suitability of Zoho One (Single User License) for Multi-State GST Compliance & Cost Analysis

                                                                                                              Hello Zoho Team, I am an e-commerce business owner selling on platforms like Amazon, Flipkart, and Meesho, and I'm currently using their fulfillment warehouses. I have two GSTIN registrations and am planning to register for an additional 2-3 to expand
                                                                                                            • DNS Manager

                                                                                                              Where Can I find my DNS manager so I can link this to click funnels or AWEBER
                                                                                                            • Forwarder

                                                                                                              Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the
                                                                                                            • Forwarder

                                                                                                              Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the
                                                                                                            • How do I sync multiple Google calendars?

                                                                                                              I'm brand new to Zoho and I figured out how to sync my business Google calendar but I would also like to sync my personal Google calendar. How can I do this so that, at the very least, when I have personal engagements like doctor's appointments, I can
                                                                                                            • Need to extract date from datetime field

                                                                                                              I have a datetime field and need only the date part from it. I am unable to find a built-in function that would be <DateTime>.Date(). I don't think I want to go the string conversion route of converting the datetime to string and then parsing out values and create a date out of it. Any one out there has a better solution to this? Thanks in adavnce. Regards Moiz Tankiwala Smart Training & IT Solutions
                                                                                                            • How to Hide Article Links in SalesIQ Answer Bot Responses

                                                                                                              I have published an article in SalesIQ, and the Answer Bot is fetching the data and responding correctly. However, it is also displaying the article link, which I don’t want. How can I remove the link so that only the message is shown?
                                                                                                            • India Tech Support

                                                                                                              Is there no phone tech support number for India? And no chat facility either?
                                                                                                            • additional accounts

                                                                                                              If I brought 5 emails to my account. Can I later buy additional emails.
                                                                                                            • Issue in Zoho People Regularization – Incorrect Hour Calculation

                                                                                                              I have noticed that when applying attendance regularization in Zoho People for previous dates, the total working hours are not calculated correctly. For example, even if the check-in is 10:00 AM and check-out is 6:00 PM, the system shows an incorrect
                                                                                                            • Why I am unable to configure Zoho Voice with my Zoho CRM account?

                                                                                                              I have installed Zoho Voice in my Zoho CRM, but as per the message there is some config needed in Zoho Voice interface. But when I click on the link given in the above message, I get an access denied page.
                                                                                                            • Issue with Hour Calculation in Zoho People Attendance Module

                                                                                                              I have noticed an issue in the attendance regularization feature of Zoho People. When trying to regularize past dates, the total working hours are not calculated correctly. For example, if I enter a check-in and check-out time for a previous day, the
                                                                                                            • Cliq Meeting Calls No Audio and Screen Share

                                                                                                              When in a Cliq channel meeting, the audio does not work at all on pc. When i use my phone as audio source, screen share on pc does not work. I have updated audio drivers but the strangest thing is that during a 1 on 1 call, it works well. Therefore the
                                                                                                            • Bug in Total Hour Calculation in Regularization for past dates

                                                                                                              There is a bug in Zoho People Regularization For example today is the date is 10 if I choose a previous Date like 9 and add the Check in and Check out time The total hours aren't calculated properly, in the example the check in time is 10:40 AM check
                                                                                                            • Work anniversary and birthdays on connect

                                                                                                              Hello, I like the idea of having employee's work anniversary and birthdays on the dashbaord. Do you have to have the employee complete this information themselves in connect settings, or does it pull from their directory settings? (ie. we use Zoho one
                                                                                                            • Alias Email Id already exists

                                                                                                              Hi I'm trying to create an alias : contact @ yoavarielevy.co.il but i get the message  Alias Email Id already exists I had an account with the same name but I deleted it. Can you help? Thanx Yoav
                                                                                                            • BANK FEED - MAYBANK , provider from YODLEE IS NOT WORKING

                                                                                                              As per topic, the provider YODLEE is not working for the BANK FEED. It have been reported since 2023 Q3, and second report on 2023 Q4. now almost end of 2024 Q1, and coming to 2024 Q2. Malaysia Bank Maybank is NOT working. can anyone check on this issue?
                                                                                                            • Feature Request: Ability to Set a Custom List View as Default for All Users

                                                                                                              Dear Zoho CRM Support Team, We would like to request a new feature in Zoho CRM regarding List Views. Currently, each user has to manually select or favorite a custom list view in order to make it their default. However, as administrators, we would like
                                                                                                            • Adding Multiple Products (Package) to a Quote

                                                                                                              I've searched the forums and found several people asking this question, but never found an answer. Is ti possible to add multiple products to a quote at once, like a package deal? This seems like a very basic function of a CRM that does quotes but I can't
                                                                                                            • Zoho Commerce in multiple languages

                                                                                                              When will you be able to offer Zoho Commerce in more languages? We sell in multiple markets and want to be able to offer a local version of our webshop. What does the roadmap look like?
                                                                                                            • Compensation | Salary Packages - Hourly Wage Needed

                                                                                                              The US Bureau of Labor Statistics says 55.7% of all workers in the US are paid by the hour. I don't know how that compares to the rest of the world, but I would think that this alone would justify the need for having an hourly-based salary package option.
                                                                                                            • Introducing Assemblies and Kits in Zoho Inventory

                                                                                                              Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the
                                                                                                            • How to create auto populate field based on custom module in Zoho CRM?

                                                                                                              Hello, i'm still new to Zoho CRM and work as administrator in my company. Currently, I'm configuring layout for Quotes Module. So, the idea is, I've created a read-only field in Quotes called "Spec". I want this field automatically filled with Specification
                                                                                                            • webinar registration confirmation are landing in SPMA folders

                                                                                                              I am trialing zoho webinar and do not have access to custom domains. When I test user registrations, they are working but the resulting confirmation email is landing in a spam folder. How can I avoid this?
                                                                                                            • Making digital signatures accessible to all: Introducing accessibility controls in Zoho Sign

                                                                                                              Hi there! At Zoho Sign, we are committed to building an inclusive digital experience for all our users. As part of our ongoing efforts to align with Web Content Accessibility Guidelines (WCAG), we’re updating the application with support that will go
                                                                                                            • Is there a way to set Document Owner/Sender via the API

                                                                                                              When sending requests for zoho sign, it would seem zoho uses the id of the person that created the zoho api cred to determine the owner_id, is there a way to set a default for this?
                                                                                                            • Transition Criteria Appearing on Blueprint Transitions

                                                                                                              On Monday, Sept. 8th, the Transition criteria started appearing on our Blueprints when users hover over a Transition button. See image. We contacted Zoho support because it's confusing our users (there's really no reason for them to see it), but we haven't
                                                                                                            • Delegates should be able to delete expenses

                                                                                                              I understand the data integrity of this request. It would be nice if there was a toggle switch in the Policy setting that would allow a delegate to delete expenses from their managers account. Some managers here never touch their expense reports, and
                                                                                                            • Add Save button to Expense form

                                                                                                              A save button would be very helpful on the expense form. Currently there is a Save and Close button. When we want to itemize an expense, this option would be very helpful. For example, if we have a hotel expense that also has room service, which is a
                                                                                                            • Next Page