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)
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.
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.
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
Harikrishna
Customer Relations | Zoho Subscriptions
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Harikrishna
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'sCommunity 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 youCommunity 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 mostIntroducing: 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
New to Zoho TeamInbox?
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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Permissões granulares por usuário além do modelo baseado exclusivamente em perfis
Atualmente, o modelo de segurança do Zoho CRM é fortemente baseado em perfis. Embora funcional, esse modelo apresenta limitações quando equipes possuem variações individuais de acesso dentro do mesmo grupo operacional. Em cenários reais, é comum que usuáriosAdd or update lookup field values during Blueprint transition
Hello everyone, During blueprint transition users can add or modify the value of a lookup field. For instance, if the Tickets module includes a lookup field that connects it to records in the Assets module, agents can link the ticket to the correct assetCan you limit SEO penalties by delaying the appearance of a pop-up?
Google is not keen on pop-ups and has got even less keen on them with the new Core Web Vitals updates. But I like using pop-ups. If you delay the pop-up so it only appears 10 seconds after the page loads, do you avoid Google’s penalties?Adding bank details to the contact through API
How to add bank-related information to the contact while creating it using API? The account number needs to be encrypted before sending it through API but not sure how to encrypt and get those values. Please guide me in this.Restrict Payment Methods
Allow us to restrict certain payment methods specific for each customer.Clone Banking Transaction
Why is there no option to CLONE a Transaction in the Banking module?? I often clone Expenses (for similar expense transactions each month) so I would also like to clone Income transactions. But there is no option in Banking to clone an existing IncomePDF limit
Hello everyone, We have received an e-mail that we have reached our PDF limit. (see screenshot) However, I cannot find any reference to a PDF limit in our tariff plan (Premium). (see screenshot). What is the maximum number of PDFs that can be generatedHow 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.Credit Card Pre-Authorization with later Capture/Settlement
We really enjoy the convenience of being able to pay off a customer's invoice using our Auth.Net integration with Zoho Books. Unfortunately, we can only take advantage of this feature with a small percentage of our customers as it leaves a gaping holeAccessibility in Zoho CRM: Not just a feature—a way to empower
For instructions on setting up these controls, please check this help document: Configuring accessibility controls. Hello everyone, Today (December 3, 2024), on the International Day of Persons with Disabilities, we begin our journey towards a CRM thatAutomation Series #1: Round Robin vs Direct Assignment in Zoho Desk
Direct Assignment vs Round Robin: Choosing the right routing method in Zoho Desk This post is part of the "Desk Automation Series," Chapter 1. Through this series, we will help you choose the right automation type in Zoho Desk by comparing commonly confusedInvalid tax authority ID.
How do I correct this ?Pay Pal Paylater button
I am testing the paypal setup to have my customers pay invoices with paypal and credit cards. But it seems to have two options. Paypal and Pay later. I don't want my customers access to pay later feature. How can I turn that part off.. My other integrationZoho Workshops are coming to the Netherlands - Join us on 14-16 April in Amsterdam!
Dear Zoho Community Members, After succesful recent editions in the UK and Scandinavia, we’re pleased to invite you to the upcoming Zoho Benelux Workshop 2026, taking place 14–16 April 2026 in Amsterdam. This three-day, in-person event at the Park PlazaHow to install Widget in inventory module
Hi， I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?Sub form auto field population based on parent form
I have a parent form called "Sites" with a text field called "Site". I have a subform called "Design Comments" (actual form name "Review Comments") with a lookup field name "Sites1" that looks up from the Sites form. I want the Sites1 lookup field toBuilding Toppings #7 - Using schedules and workflow functions
Hello Biginners, In our previous forum post, we explored install and uninstall actions and learned how to trigger custom logic the moment a topping is added or removed from an organization. In this post, we'll look at how to automate actions during regular,Simplify scripting with Zia assistant bot
Hello everyone, Building automation using Deluge custom functions gives users flexibility and control. Traditionally, creating these functions required writing scripts, testing the logic, and validating the configuration before using it. With Zia assistantZoho Sprints iOS app update: Global view, screen capture control, file encryption, tags enhancement
Hello everyone! We are excited to introduce new features in the latest version(v2.1) of the Zoho Sprints iOS app update. Let’s take a quick look at what’s new. 1. Global view Global view brings all your project items into one centralised space. You canResource Management System built using Zoho CRM, Creator, Projects, and People:
In a Resource Management System built using Zoho CRM, Creator, Projects, and People: CRM Deal Closed → Creator Allocation Engine → Zoho Projects Task Assignment What is the recommended architecture to handle dynamic reassignment when: an employee goesRequest to Remove LinkedIn Verification from My Emai
I would like to submit a complaint regarding my Zoho Mail account. I previously used this email address to verify a LinkedIn account, but that LinkedIn account has now been closed. I need to remove or cancel the verification associated with the closedPin multiple columns and adjust column widths in CRM subforms
Hello all, Subforms act as secondary forms or tables in which you can associate multiple line items to a primary record and thereby ensure more structured and comprehensive data organization. We've made some recent enhancements to subforms. Here's what'sRemoving To or CC Addresses from Desk Ticket
I was hoping i could find a way to remove unnecessary email addresses from tickets submitted via email. For example, a customer may email the support address AND others who are in the helpdesk notification group, in either the TO or CC address. This resultsFrom Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View
Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world withAnnouncing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.
Hello all We are back again with more enhancements to Kiosk. So what's new? Enhancements made to the Components Add titles for your Kiosk screens and adjust its width to suit your viewing preferences. Three new fields can be added to your screen: Percentage,CRM Percent custom fields: When will it show the % symbol and behave like %?
1. Actually Percent custom fields fail to show the % symbol. 2. When in formulas Percent fields work like number: 100 x 5% = 5 ideal world 100 x 5% = 500 what happens actually 3. When importing Percent fields the % symbol has to be removed and the dataIntroducing Color Coding of Picklist Values
Dear Everyone, Greetings!! Zoho CRM is uplifting the user experience. Recently, we had some notable aesthetic improvements in CRM like Kanban View UI enhancement, New List view UI enhancement, color coding of tags, and color coding of picklists in meetings.Where can I find the best mail backup tool for Windows?
Later this evening I found Mail Backup Tool in google. Actually I was looking for a solution to download/save emails to my local drive. As I had plenty of important data stored in my email account. So i was not in a mood to take this thing lightly. This made me curious to found any software which can help me to backup my data to hard drive. Then I found the above application which was like a gem. A complete email backup solution for Zoho Mail, Gmail, Yahoo Mail, Office 365 and more than 40+ emailMailbox storage showing incorrect usage
My mailbox shows 4.99 GB used out of 5 GB. However, actual mailbox usage is only around 394 MB. Trash and Spam are already empty. IMAP/POP is not enabled. WorkDrive is not in use. This appears to be a storage calculation issue. Please help to recalculateSuper Admin Logging in as another User
How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are workingEs posible cambiar el lenguaje de los modulos del ASAP?
Es posible cambiar el lenguaje de estos textos? Tengo Zoho configurado en español pero aun así me muestra estos textos en ingles:Option to Automatically Publish Job Openings to the Career Website via API or Workflow
Currently, when creating Job Openings using the Zoho Recruit API, the records are successfully inserted into the system. However, there is no way to automatically publish these Job Openings to the Career Website. In the Job Opening field data, there areEvaluate applicants faster: Profile Summary and Skill Sets now in Applications
Evaluating applicants often requires switching between modules to understand their skills and background. With this update, we’ve extended two capabilities directly to the Applications module: Skill Sets and Profile Summary. You can now review applicantsFree webinar: How to use passkeys with Zoho Vault
Hi everyone! Passkeys are transforming the way we sign in—making authentication safer, faster, and completely passwordless. No more memorizing complex passwords or worrying about credential theft. With Zoho Vault, you can securely manage both passwordsAdding Markdown text using Zoho Desk API into the Knowledge Base
Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionalityIs it possible to embed Zoho Bookmarks in the Cliq sidebar?
Is there any way that each Zoho user can access their bookmarks (that live in https://bookmarks.zoho.eu/ which is technically a part of Zoho Mail) directly within Cliq? As a widget, or an item in the sidebar? My team does not use Mail, it uses Cliq allEnhancing Zia's service with better contextual responses and article generation
Hello everyone, We are enhancing Zia's Generative AI service to make your support experience smarter. Here's how: Increased accuracy with Qwen One of the key challenges in AI is delivering responses that are both contextually accurate and empathetic whileLet us add Lookup fields in the Blueprint Transitions
We are unable to add Lookup Fields in the blueprint transitions in Zoho Desk, we wanted to make it a requirement for our workflow but since it's not available in the transition we cannot. The lookup field exists in the Layout: But it cannot be added/selectedHow can we clear a signature field with deluge?
I would like to clear a signature field in the Edit -> On Load. I have tried input.signature = ""; input.signature = null; clear input.signature; None of the above is working. is there any other way I am missing?Online PDF Editor
Hello Team, There is a small glitch i found when i was using your online software called "PDF Editor", There is a menu bar on right side comes when we click on 3 dots for any pdf, but that entire menu has no options to choose, that is totally blank, pleaseNext Page