Community Learning Series | Digest #5 — September 2020

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 the direct download link.

Following this, we have some exciting news for our iOS users! After upgrading your iPhone to iOS 14, you can download the latest version of the Zoho Subscriptions app and monitor these right from your home screen:

1. MRR, ARPU, & LTV.
2. Signups, activations, active customers, net cancellations, churn rate, and payment failures.
3. Subscriptions under risk.

You can download the app either by scanning the QR code below or using the download link.



Tips and tricks:

In the previous edition, we looked at implementing a Refer & Earn workflow for your subscription business.


Integration Spotlight:

Zoho Subscriptions offers native integrations with more than 30 apps. Still, we realize that you'll be using different apps for different business processes and you might want to connect them with your recurring billing app. This is exactly what the Zoho Subscriptions — Zapier integration offers: A seamless, no-code process that lets you connect Zoho Subscriptions to over 2000 apps including Salesforce, QuickBooks, Mailchimp, and more. You can find the list of supported apps in our zapbook.

rasa.io, a SaaS firm based out of the US and one of our customers, makes the best use of our Zapier integration to connect Zoho Subscriptions with their other business apps. Check out their story to learn more.

Share your story:

At Zoho Subscriptions, we're always eager to hear the story of your business and share it with the world. Now, we've made this even easier for you: Simply click on the 'Share my story' option at the bottom of this page and let us know your story, we'll feature it on our wall of love.

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




                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts



                                                            • 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

                                                                                              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

                                                                                                              • ZeptoMail API Request

                                                                                                                We tried to send mail using ZeptoMail using Django. Following is my payload {'from': {'address': 'abc@abc.com'}, 'to': [{'email_address': {'address': 'xyz@xyz.in', 'name': 'Bhavik'}}], 'subject': 'Report Name', 'htmlbody': '<p>Test</p>'} Following is
                                                                                                              • Zoho Inventory - Allow Update of Marketplace Generated Sales Orders via API

                                                                                                                Hi Inventory Team, I was recently asked by a client to create an automation which updated a Zoho Inventory Sales Order if a Shopify Order was updated. I have created the script but I found that the request is blocked as the Sales Order was generated by
                                                                                                              • Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account

                                                                                                                Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?
                                                                                                              • Mass import of documents into Zoho Writer

                                                                                                                I'm using Google's word processor at the moment but feel that Zoho does a better job (on the online apps market). Iwant to move my documents (about 50-70) to Zoho but it seems to me that I have to import them seperately. Is it already possible to upload several documents at a time or is this a forthcoming feature? Cheers Rolli :?:
                                                                                                              • Add home page or dashboard in CRM customer portal

                                                                                                                is it possible to add home page or dashboard in CRM customer portal?
                                                                                                              • User Tips: How to change the the label display name of a system defined field

                                                                                                                Most users know how to change field label names via Settings > Modules & Fields but if you want to change the name of a system defined field you can’t as there is no “edit properties” option.  However with a simple hack you can edit any system defined
                                                                                                              • Search not working!

                                                                                                                I have items in my notebook tagged but when I search for a tag nothing comes up! Any fix for this?
                                                                                                              • Zoho CRM Community Digest - October 2025 | Part 1

                                                                                                                Hello Everyone! Here's a quick recap of first two weeks of October! Product Updates: Zoho CRM Android App Update: Surveys, Blueprints, and Smarter Mobile Features! Zoho CRM’s Android app just got a useful upgrade. You can now share records, upload your
                                                                                                              • Automate onboarding emails with CRM Workflow and Accounts module

                                                                                                                We’re a B2B SaaS company selling to public-sector organisations. Each organisation is stored as an Account in Zoho CRM, and each organisation typically has multiple associated Contacts. Our backend syncs product-usage data (setup status, user activity,
                                                                                                              • Important update: Enhanced security measures for account operations in Zoho Cliq

                                                                                                                Greetings from the Zoho Cliq team! We’d like to share an important security update that has an influence on some admin actions such as password reset, MFA reset, and MFA backup code generation. What’s changing? With our latest security enhancements, these
                                                                                                              • Sales Receipts Duplicating when I run reports why and how do we rectify this and any other report if this happens

                                                                                                                find attached extract of my report
                                                                                                              • No Functional Autosave or Manual Save Button

                                                                                                                Application : Zoho Notebook So I wanted to try Zoho Notebook(On Ubuntu) as an application, I installed the application and went solving my LeetCode problems visually(Drawing mode), at one point the app just stopped saving anything... Every time I tried
                                                                                                              • Enterprise subscription support

                                                                                                                My organization sells subscription services to enterprise customers, which is a different model from the consumer subscription model that Zoho Billing has been designed to support and I beleve this capability should be added. An enterprise subscription
                                                                                                              • Issue with Creator's IF logic

                                                                                                                Hi, I found the following code produces unexpected results: if(-1.0 < 0.0000000) {       info "True"; } else {       info "False"; } if(-1.0 < 0.000000) {       info "True"; } else {       info "False"; } The output returned is: False True However, the
                                                                                                              • Need option to send Package PDF in shipment email (Shipment PDF is missing Lot info)

                                                                                                                Is there any way to automatically attach the Package PDF instead of (or alongside) the Shipment PDF in the notification emails? We really need this feature because the default Shipment PDF creates a blind spot for our customers. It does not display Batch/Lot
                                                                                                              • zoho creator view is not present in the workspace and blank reports

                                                                                                                Hi Support,  Users who have "write" permissions keep getting this error for all of our embedded reports all of a sudden. See screen shot below: Meanwhile, my developer permissions account sees a blank screen in view and edit mode as shown in the screenshots
                                                                                                              • Customize portal email template

                                                                                                                Can i fetch only first name of the user in portal email template instead of the below code Hi ${User.FULL_NAME}
                                                                                                              • Can't we let users decide which options they'd like to add at embed widget?

                                                                                                                It seems embed widget DOES NOT offer a feature, where users can choose options upon subscribing plans. What Zoho has instead, is that admins have to manually create plan with options. How come no one in Zoho dev team never raised issue about usability
                                                                                                              • Reupload and rename from one field to another field (file upload)

                                                                                                                Hi Everyone, Sorry, i have question to use invoke url for rename and reupload attachments file to another field. Tested on development mode. Zoho C6. Refer to https://www.zoho.com/creator/help/api/v2/upload-file.html look my error notification. Does anyone
                                                                                                              • Printing Multi-Page Reports (PDF Export)

                                                                                                                Hi, I am moving a report from Google's Looker Studio to Zoho Analytics and trying to reproduce the Looker page by page dashboard editing experience. With Google, what you see is what you get when you print to PDF. But I can't seem to create the same experience
                                                                                                              • Resume Harvester: New Enhancements for Faster Sourcing

                                                                                                                We’re excited to share a set of enhancements to Resume Harvester that make sourcing faster and more flexible. These updates help you cut down on repetitive steps, manage auto searches more efficiently, and review candidate profiles with ease. Why we built
                                                                                                              • I NEED TO NUMBER TO TEXT NO HERE

                                                                                                                =NUMBERTEXT NEEED
                                                                                                              • Error: View is not present in the workspace

                                                                                                                When saving a dashboard, user receives a popup with the following error. "View is not present in the workspace" What does this mean or refer to? There is no further insight given.
                                                                                                              • Dear Zoho CEO: Business Growth is about how you prioritise!

                                                                                                                All of us in business know that when you get your priorities right, your business grows. Zoho CRM and Zoho Books are excellent products, but sadly, Zoho Inventory continues to lag behind. Just this morning, I received yet another one-sided email about
                                                                                                              • Bin Locations

                                                                                                                Dear all, I am wondering if someone has the ability to develop the bin locations option for zoho inventory (integrated with zoho books) Regards, Ryan
                                                                                                              • Create and populate a record in an instant: Introducing zero-shot field prompting to Zia's ICR

                                                                                                                A couple of months ago, we upgraded our in-house AI image detection and validation tool, Zia Vision, with intelligent character recognition (ICR). By training Zia with sample images, you could create and enrich CRM records with data extracted from standard
                                                                                                              • How to Prevent Users From Skipping LMS Videos in Zoho People

                                                                                                                How to Prevent Users From Skipping LMS Videos in Zoho People Hello Zoho Developers, In this blog, we will quickly look at how you can stop users from skipping or fast-forwarding videos in Zoho People LMS. Zoho People provides a feature called Disable
                                                                                                              • [Integration Edition] Deluge Learning Series – Custom API with Deluge | November 2025

                                                                                                                We’re excited to conclude this four-month Integration Edition of the Deluge Learning Series: Session 1 – Integrating Zoho Apps with Deluge Using Built-In Integration Tasks Session 2 – Integrating Zoho Apps with Deluge Using invokeURL and invokeAPI Session
                                                                                                              • Automate Backups

                                                                                                                This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.
                                                                                                              • Tips for Organizing Workflows and Improving Team Coordination in Zoho

                                                                                                                Hi everyone, I’m looking for some general advice on how different teams are organizing their daily work within Zoho’s apps. Our team recently expanded, and we’re trying to streamline how tasks, discussions, and documents are shared so everything stays
                                                                                                              • Prevent user from viewing all records?

                                                                                                                I have a report that is meant to be used by vendors to view only the records that are assigned to them. All the vendor information is stored in a separate application, so I need to call a function to get the current user's ID (not the zoho user ID). The report settings criteria doesn't support using function calls, so instead I'm embedding the report in an html page like this: if (thisapp.Global.CurrentUserIs("Vendor")) {       personID = common.getLoggedInPersonID();       query = "Assigned_Vendor.ID="
                                                                                                              • How do I copy an email message to one or more other folders?

                                                                                                                I can move a message to another folder using the "move to" option but I can't figure out how to copy a message. 
                                                                                                              • Zoho Site pages not displaying in iframes

                                                                                                                I simply want to show a Zoho Site page inside an iframe on another non Zoho website. When testing this across many browsers, the iframe content simply does not appear. IE reports that the host does not allow their content to be displayed in iframes. Very disappointing. Is there a way around this please? Here is the URL of the page I would like to appear in an iframe. http://ips-properties-to-rent.zohosites.com
                                                                                                              • Zoho Inventory as connector in Zoho Creator

                                                                                                                Hello, It doesn't appear that Zoho Inventory is one of the many built in connectors in Zoho Creator? I see that there are non-Zoho inventory applications that have built in connectors such as Cin7, which leads me to believe that I'm missing something
                                                                                                              • Send Zoho Forms Link using Zoho CRM Email Templates

                                                                                                                I have set up Zoho Forms and CRM integration to pre-populate data from Zoho CRM to Zoho Forms. The setup is working fine. I have also created an email template in the Zoho CRM deals module to send Zoho forms links. So when I send an email using that template
                                                                                                              • My go to On Load Client Script - Fast, efficient, and works for ALL profiles; Hides everything except initial fields

                                                                                                                This is my on Load client script that I use for Create pages. I use a modified version for Edit and Display pages which you can create yourself using the same basic structure that I will give you below. First up, the script. Below that will be an explanation
                                                                                                              • Custom Search using HTM+CSS Snippet

                                                                                                                Suppose I wanted to create my own list view using HTML and CSS snippets inside a Page with a custom search input at the top of the list (not the Search snippet). Without Javascript, is there a way to retrieve a user's entry from that search input and
                                                                                                              • Mass Update of Lookup Fields not possible

                                                                                                                Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... a
                                                                                                              • Zoho CRM Kiosk Upload Files

                                                                                                                Hello all, We are trying out Kiosks at the moment to see where it can fit best in our business. We are still a bit off in the application but lets say we will sort this out. My question is the following - when I create a Kiosk I can add "File Upload"
                                                                                                              • Double opt-in notifications and customizable confirmation messages for your webforms

                                                                                                                Dear CRM Community, We are excited to announce a major upgrade to our Webforms feature. You can now customize the confirmation message shown to your users who double opt-in from your webform and also customize your confirmation emails when they submit
                                                                                                              • Next Page