Community Learning Series | Digest #8 - January 2021
Dear customers,
We're happy to bring you the next edition of our #CommunityDigest, the first in 2021!
A new year always brings with it hope and excitement, and we'd like to start its first edition with some good news. Zoho Subscriptions won IDC's 2020 SaaS Customer Satisfaction Award! We couldn't have done this without you, our customers, so here's a huge thank you from the entire Zoho Subscriptions family.
If you'd like to know more about the award and the areas that technology buyers consider challenges in the subscription billing space, you can download a free copy of the report.
Subscription bulletin
Loyalty programs are not new. By offering exclusive access to products or services to certain customers and making them feel special, brands cultivate loyalty. More loyal customers talk about the brand that makes them feel special, the brand attracts even more customers, and the cycle goes on. But, in times as unique and unprecedented as 2020, where sales and revenue figures took a plunge across most sectors (no thanks to Covid!), if membership programs could turn the needle even to a certain degree, it does deserve special attention.
Here's a recent article from Bloomberg that collects success stories from different brands that have made smart use of their membership programs and kept the cash flow stable. What's even more interesting is that these brands belong to the travel and hospitality sector, which took the most brutal hit after the pandemic.
Have you tried loyalty programs for your business already? How have they impacted it? Let us know in the comments.
Tips and tricks
In the previous edition of our digest, we discussed integrating online web builders with Zoho Subscriptions.
Here's Tip #8: If you want to bill customers based on the consumption rate of product/service but don't have a back-end server to keep track of their usage, we've got a simpler solution that uses Zoho Subscriptions, Google Sheets, and some Deluge magic!
Customer corner
Meet AAA Band Rentals, a musical instruments rental provider based out of Norwalk, Connecticut. What we liked about this family-owned business is their customer-centric approach to every situation, which has been pivotal to their growth.
Keeping up with trends and meeting the growing demands of customers, they do everything the customers can ask for: curbside pickup, a self-service method to avoid long queues during the pandemic—you name it. A key element in their equation for "awesome" customer experience is how they leverage Zoho Subscriptions for their billing operations. After using Zoho Subscriptions, they've not just won more customers but also improved their internal operational efficiency by eliminating manual data entry.
Refer a friend
If you know peers or friends who could benefit from a recurring billing application, you can refer Zoho Subscriptions to them, and once they start using it, you will get 15% of their subscription payment to Zoho as your wallet credit.
Also, your friend will earn $100 in wallet credits for subscribing through referral. You can refer as many friends as you wish. You can learn more about our referral program here.
And that's a wrap for this edition. You can always follow us on Twitter, Instagram, or Facebook to stay up to date!
Did you enjoy this month's digest? Is there any other information that would be useful to you? Let us know in the comments, so we can continue to provide you with exactly what you're looking for each month.
NOTE: We're removing Authtoken support for Zoho Subscriptions APIs on March 1, 2021. Wherever you've used Authtokens for authentication with our APIs, make sure you replace them with OAuth. Learn more.
Until next time,
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
Elsa
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
LinkedIn RSC is now live in Zoho Recruit
LinkedIn Recruiter System Connect (RSC) is here. Your Zoho Recruit data (candidates, jobs, notes, stage updates, resume attachments, and more) now syncs with LinkedIn in real time. Note: LinkedIn RSC is included with your LinkedIn Recruiter CorporateIs there a way to show contact emails in the Account?
I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detailManaging Shopify Payout Balances in Zoho Books
I am recording my Shopify orders as Invoices and once Shopify credits my bank account I reconcile the payout to the specific invoices and create a new transaction to account for the Shopify Merchant Fee. That is fairly straightforward to me. How shouldCharging for WhatsApp replies starting in October 2026
Meta has announced that it will charge for reply messages on WhatsApp starting October 1, 2026, and the free 24-hour window will no longer exist. How will Zoho SalesIQ handle this billing? https://developers.facebook.com/documentation/business-messaUpcoming Change: Increased character limits for module and field labels
To provide greater flexibility in customizing your CRM, we are increasing the maximum character limits for module labels and field labels in Zoho CRM. What's changing? Label Current Limit New Limit Module Label 25 characters 50 characters Subform ModuleCreating Email template that attaches file uploaded in specific field.
If there's a way to do this using Zoho CRM's built-in features, then this has eluded me! I'm looking to create a workflow that automatically sends an email upon execution, and that email includes an attachment uploaded in a specific field. Email templatesSPAM (and some other) folders missing on three of my Zoho Mail accounts
I have four email accounts with Zoho Mail. Three days ago, the Spam folder on three of these accounts vanished. It is gone on the Windows and Linux desktops as well as the web-based and Android versions, and I have tried it on multiple machines. The onlyCliq iOS can't see shared screen
Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? RegardsError 1011 saving website personalisation — blocking all changes (corrupted "home_page.content" field)
When trying to save changes under Settings → Brands → MY COMPANY → Website → Personalisation → Messenger, I receive the following error: "Either the request parameters are invalid or absent" upon checking on the developer console of the browser I getAll new Address Field in Zoho CRM: maintain structured and accurate address inputs
Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24Zoho CRM - Email/Message icon for Deal List View
Hi Team, My idea is to include a message icon at the start of the row of Deals when an unread message has been received. This would really help highlight the Deals where urgent action is required. Thanks for considering this request. Regards, AshleyCRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users
Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storageHR Helpdesk Cases
We have Zoho One Enterprise. I'm trying to find HR Helpdesk Cases, but my UI does not match the documentation. I'm not sure how to move forward.Tip #7 - Siri shortcuts in Zoho CRM
Hello Everyone, Here is a tip about the 'Siri Shortcuts' feature and how it works in the iOS version of the Zoho CRM mobile app. What are Siri shortcuts? Siri Shortcuts are quick actions across your apps on iOS. They can perform an action automaticallyAutomatic Department and Employee Sync Between Zoho One and Zoho People
Dear Zoho Support, I'm writing to propose a valuable feature request that would streamline data management and improve user experience within the Zoho ecosystem: automatic synchronization between departments and employees in Zoho One and Zoho People.Nothing triggers a Journey
I have been on the phone with Zoho support and they claim their development team needs to investigate more. However, I've found this is a pretty standard answer after a call takes any amount of time. After that, it's days and even weeks before it actuallyManually Backorder Sales Order and/or Change Sales Order Status
Is there an option to manually 'backorder' a sales order, or otherwise change it's status? In some cases, we receive orders for products that are out of stock, but we already have issued POs to our suppliers for replenishment. Ex- we created a PO onBackorder process review - Automating Removal of Sales Order from "On Hold" When PO is Received
Hello Zoho Inventory Team, Currently, sales orders in On Hold status are released only when the bill for the purchase order is created. In our workflow, it would be much more efficient if the sales order could automatically move out of On Hold as soonKaizen #254 - Building a Temporal Lead Score Decay System in Zoho CRM
Hello, CRM Wizards! Welcome to a fresh week of Kaizen. In this post, we will build a temporal lead score decay system that works alongside your existing scoring rules by introducing percentage-based score decay driven solely by customer inactivity. ByMetadata API Access to Functions
I think it would be incredibly helpful to have api access to every function's code. Our team primarily uses deluge functions to update fields across modules according to business logic. I would like to create a visual dependancy model for our CRM, butAPI actions/approvals endpoint returns UNAPPROVABLE despite user having full permissions and being the assigned approver
Hi Team, We are trying to programmatically approve a record via the CRM API but consistently receive an UNAPPROVABLE error, even though the same user can approve the record without issue from the UI. Endpoint called: POST https://www.zohoapis.com/crm/v6/{module}/{record_id}/actions/approvalsGet a realistic picture of your revenue with Forecast Adjustments in Zoho CRM
#crm25q1 Dear Customers, We hope you're doing well! Today, we're here with an important enhancement for business decision makers: forecast adjustments. Let's get straight to it! With technology on the rise and CX at its core, businesses are constantlyI am not able to check in and checkout in zoho people even location access allowed
This issue i am facing in mackbook air m1, I allowed location in chrome browser and i also tried in safari but getting similar issue. Please have a look ASAP.WhatsApp Vendors Module
Hello, so WhatsApp works with the below, mainly with the customer side modules. Can we get functionality on the vendor side modules, i.e., PO, Bills, Vendor Credits, Payments Made, Purchase Received? WhatsApp is often the preferred method of communicationUpload ticket attachments via Drag-&-Drop
Hello, if you want to upload a file to the ticket attachment you need to click the button and use the file browser to select and upload the desired file. In many cases, it would be much more efficient if you could simply drag the file to the browser window...Introducing parent-child ticketing in Zoho Desk [Early access]
Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-childElevate your Radar experience: Best practices part 3
In the Spotlight: Zoho Desk's Radar app Customer support requires human intelligence combined with emotional intelligence. How about these coupled with contextual intelligence? These elevate the customer support experience. When providing support throughMigrating my email from GMAIL to ZOHO MAIL..........
I am a long time GMAIL user and I really only understand how they operate, but after reviewing your tutorials and forums online, it is quite unbelievable how much more and how much more streamlined ZOHO mail is, not to mention ZOHO's wonderful, more advanced capabilities. I do have several questions about transitioning over to ZOHO. Primarily, where is the best place to start, what do I do first? And how hard is it actually to move all my business and personal accounts over here? When I sign upUnable to send message;Reason:553 Relaying disallowed. Invalid Domain
Hi, Now when I try to reply to an email, I see the Unable to send message;Reason:553 Relaying disallowed. Invalid Domain voicemessagedownloader.com error. I tested sending an email when I set it up in the past and it worked. I have checked the Zoho OrganizationRFID Scanner/Adapter Solution for barcode scanning
Hello, We will be trialing using barcode scanning for item verification during our picking process. Using a phone or a tablet is awkward and uncomfortable. Are there any Zoho compatible RFID scanners, or an RFID device/adapter that will connect with aApproval Process not retriggering after rejection when stage is manually changed back
We have an Approval Process on the Opportunities module that triggers when Stage is changed to Negotiation (Execute on: Edit Only). On rejection, a field update action reverts Stage back to Proposal. The issue: after rejection, AE can manually changesFree Webinar Alert! Workdrive + Office Suite in Zoho Workplace: Create, co-edit and collaborate
Hello Zoho Community! Looking for a better way to create, manage, and collaborate on your business documents? Join our upcoming webinar to discover how Zoho WorkDrive and the Zoho Office Suite (Writer, Sheet, and Show) help teams to work together fromUpdating Sales orders on hold
Surely updating irrelevant fields such as shipping date should be allowed when sales orders are awaiting back orders? Maybe the PO is going to be late arriving so we have to change the shipment date of the Sales order ! Not even allowed through the api - {"code":36014,"message":"Sales orders that have been shipped or on hold cannot be updated."}Two-Factor Authentication in Zoho Mail: Add an extra layer of security to your organization
Account security is a critical aspect of managing any organization's email. With increasing risks of unauthorized access, a single password may not always be sufficient to keep accounts protected. Zoho Mail's Two-Factor Authentication (TFA) addressesDark Mode - Font Colors Don't Work
When editing a document in Dark Mode and selecting font colors, they don't show up on screen. Viewing/editing the same document in Light Mode shows them just fine.API to post drafts for social media
I we want to post draft posts to our zoho social account and then approve and schedule them within Zoho social. is this possible with for example: https://apis.zoho.com/social/v2/post TIA JonHow to show product cards in your chatbot
Hey everyone, If you are using Guided Conversations to help customers find products, you have probably run into this problem: the bot gives customers a list of options, but they still have no idea which one to pick. There will be no images, no specs,Changing settings for auto logoff
I've noticed that when I haven't used Cliq for a while, I have to re-enter my password. That is really clumsy, especially if you have a complicated password. Because it won't be filled in automatically. Is there a way to change that behaviour? We areHow do you create invoices before sending them through Zoho Invoice?
Hi everyone, I'm curious how other businesses handle their invoicing workflow before sending invoices through Zoho Invoice. Do you: Create invoices directly inside Zoho? Prepare them first in another invoice tool or template? Use Excel or Word beforeZML Error/Bug
Hi, I would like to request for your help regarding this kind of behavior. Requested_Start_Time & End_Time - date-time fields https://......#Page:PH_Calendar_Page?reqDate=08-04-2026 https://......#Page:PH_Calendar_Page?reqDate=07-31-2026 https://....#Page:PH_Calendar_Page?reqDate=08-03-2026Next Page