Enhancements and changes for Zoho Campaign's integration with Zoho CRM

Enhancements and changes for Zoho Campaign's integration with Zoho CRM

Dear All,

Through its integration with Zoho CRM, Zoho Campaigns helps to nurture your leads and contacts through well-planned email campaigns by synchronizing leads and contacts between the two Zoho services.

It offers various options to touch base with your prospects and customers about your brand through newsletters, welcome emails, surveys, and marketing emails. It also enables you to make better decisions by tracking email responses.

Along those lines, we have introduced some enhancements in campaigns to help your businesses serve customers better.

What are the enhancements?

While creating campaigns, users were previously prompted to associate the list of leads/contacts to an existing mailing list or to create a new list to run a particular campaign. They could also create a new list for the same purpose. We have now introduced two additional fields for the users to update — Add Topic and Lawful Basis for Communication.

  • Add Topic
    Users can now associate campaigns with predefined content topics such as marketing, non-marketing, product updates, weekly digest, security updates, and more. This will in turn help customers choose the emails they receive based on their topics of interest, irrespective of which particular mailing list they subscribe to. For example, John Smith might be on a mailing list selected by the user of your organization while creating a particular campaign. But he may not be interested in campaigns related to financial advice circulated by the company. So, if the user creates a campaign with the mailing list, but the topic selected is financial advice, John won't receive emails from the campaign.

  • Lawful basis for communication
    We understand the need for a clear and legal basis for interactions with the customers. Lawful basis for communication helps ensure that GDPR norms are followed and makes sure contacts have given consent to receive marketing emails related to the topics to which they have subscribed. If the business has enabled GDPR in their Campaigns account, to ensure compliance, the lawful basis for communication option will be available on the pop-up. Users can choose from the list of the options provided to comply.

What are the changes?
Besides the above enhancements, we have also introduced changes in the following sections for the campaigns integration:

  • New Sync flow

  • Send for Review

  • Send Campaigns


New sync flow
Keeping in mind the limitations of existing sync flow, we have released some changes for the sync flow. For accounts that have the new sync enabled, every type of sync will be immediate, and only one sync will be available per module. The sync cannot be deleted.

  • The campaign settings page has been modified only to show the syncs available. The previously available field mapping, as well as Zoho CRM to Zoho Campaigns tabs, have been removed. The respective functionalities are now available in the Campaigns domain itself.

  • The sync page will be divided into two sections. The syncs created in the older version will be available in the section titled Syncs - Available until 30 September 2022.

  • For the newly created syncs, only the edit option will be available, and the edit link will be redirected back to the Zoho Campaigns edit page.

  • For new syncs, additional fields for details like the Chosen Topic(s), Lawful Basis For Communication, Exclude opt-out contacts, and Remove opt-out Zoho CRM contacts are shown in the sync detail view page.


Send for review
In the Send For Review pop-up, we have introduced the following additional details:

  1. The number of users from CRM (leads or contacts) or Campaigns are on the recipients' list.

  2. The number of contacts present in the list that conflict with the specified topic and will not receive the campaign.

  3. The number of contacts to whom the campaign will be sent, and the default topic associated.

  4. The total number of eligible recipients.

Sending campaigns
Previously, the Skipped Recipients pop-up, available upon clicking the warning icon in the Send Campaign stage, listed the reasons recipients are skipped, and the number of those recipients. With this enhancement, the pop-up will list the topic conflict(s) and the individual topics that were marked as conflicts as an expandable list. The respective count of skipped recipients is tracked for all topics in case of conflicts, signifying the total number of recipients who have disabled a particular topic.

Find out more about the enhanced sync flow and the changes in our help doc.

Thanks! 

P.S. These enhancements and changes are live for all users in all DCs.








    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





                                                            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

                                                                                                            • How to change the from address from 'no reply' for an email template in CRM

                                                                                                              Hi, We have our CRM set up with the from field as sales@XXX. I have just created a series of email templates and sent a test and they are sending from noreply@zoho I have tried searching for how to change the email template but don't have the options
                                                                                                            • Zoho CRM Client Script - SetCriteria in lookup Field

                                                                                                              Hello All One More Zoho CRM Client Script Tips & Trick. Now you can Set the Criteria on Your lookup in zoho CRM, It Comes With a Create Page, Edit Page, and Details Page (Standard). Example:- We have a Room Module that includes Room Name, Status, Campus,
                                                                                                            • Kaizen #71 - Client Script ZDKs for Detail (Canvas) Page

                                                                                                              Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss Client Script ZDKs support for Detail (Canvas) Page. What is Detail (Canvas) Page? A Detail(Canvas) Page allows you to customize the record detail page to your
                                                                                                            • Rich-text fields in Zoho CRM

                                                                                                              Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile
                                                                                                            • Zoho Reports Duplicating Entries

                                                                                                              I have a custom costing tab with a table where we entre invoices. These are under a Heading (PO Subject) and notes added in the form with different line items. In the reports, I have organised the report to group per PO Subject, with the total of the
                                                                                                            • Validation Rule Not Working for Mandatory Field in Zoho Blueprint

                                                                                                              As a Zoho user, we created a validation rule for a specific field. However, we noticed that when we made the same field mandatory within a Blueprint, the validation rule we defined did not work. When we reported this issue to Zoho Support, they stated
                                                                                                            • Notes Issues

                                                                                                              Been having issues with Notes in the CRM. Yesterday it wasn't showing the notes, but it got resolved after a few minutes., Now I have been having a hard time saving notes the whole day. Notes can't be saved by the save button. it's grayed out or not grayed
                                                                                                            • Export from Contacts module to Products module in Zoho CRM

                                                                                                              Good afternoon, I would like to send a number of contact info from the Contacts module into the customized module (tickets to an event) in one operation. I have selected several contacts in the Contact module (people who I have labelled as people I want
                                                                                                            • Zoho Commerce

                                                                                                              Hi, I have zoho one and use Zoho Books. I am very interested in Zoho Commerce , especially with how all is integrated but have a question. I do not want my store to show prices for customers that are not log in. Is there a way to hide the prices if not
                                                                                                            • Can’t receive emailI c

                                                                                                              I have generated a basic for but when I submit it I don’t get a email, I’ve been in the settings and tested me email, all appears correct, can you please help me
                                                                                                            • Data Capture for Historical Activity (Especially One Lead Downloading Variois reports without Overwriting the info)

                                                                                                              Is there a better way in Zoho CRM to capture and archive a lead’s historical activity—specifically whenever they download reports—so that the data is stored without being overwritten?”
                                                                                                            • Client Script - Updating Field Value in Detail Page of a Lead

                                                                                                              Hello, I'm trying to use Client Script To enrich some data of the Lead when one of my User fill the "City" field in the detail page of the Lead. This is my Script: log (value); var response = ZDK.Apps.CRM.Functions.execute("getInfoCitta", { "nomeCitta":
                                                                                                            • Auto shapes in Zoho sheet.

                                                                                                              Does Zoho sheet supports inserting auto shapes (rectangle, circle...). I did not see any option to do so.  If its not supported currently, is there any plans on bring in this features. Any timelines ?
                                                                                                            • I Can't Clone Webinar that I Co-Organize

                                                                                                              How do i get our account admin to give me permission to clone our webinars? I am a co-organizer
                                                                                                            • How to get the call recording external ID via desk API

                                                                                                              I have enabled phonbridge integration with Zoom Call. I am trying to access the call recording in Zoom by calling Zoom API. I have built a Desk workflow to trigger on a new call, to call a custom function. when calling the API, the response doesn't contain
                                                                                                            • Can't View Project Names in Mobile App

                                                                                                              I can't view project names on PO's in the app, nor can I add that as a viewable PDF field in inventory on the computer. I've attached screenshots showing that in the mobile version whether you are on the PO, editing the PO, or viewing the PO line items,
                                                                                                            • How do you print a refund check to customer?

                                                                                                              Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.
                                                                                                            • Notebook

                                                                                                              I have purchased the monthly pro subscription of Notebook. But it does not support my XP-Pen to write something in it. So it is not useful to me. Hence I am requesting you to help me to discontinue this subscription.
                                                                                                            • Domain Mapping & Image Publishing Issues on Zoho Sites

                                                                                                              Hello, I am facing two issues with my Zoho Sites account: 1. Images not visible after publishing. 2. Domain mapping error: "Domain already exists". I am a paid customer. Please connect me with Live Chat Support or Zoho Assist so I can show my issue
                                                                                                            • Prevent duplicate with custom fields?

                                                                                                              I was wondering something about custom field/custom modules in Zoho Desk. For some reason you can make a custom field mandatory but not unique? For example, if I create a custom module to manage equipment and renewal and make a field serial number no
                                                                                                            • Two currencies

                                                                                                              More and more I am finding that internattional payments' fees are unpredictable. I would like, on my invoices that are in a foreign currency (eg. USD$ or EUR€) for there to be a GBP£ TOTAL display alongside the invoice's currency total. This would make
                                                                                                            • Generate leads from instagram

                                                                                                              hello i have question. If connect instagram using zoho social, it is possible to get lead from instagram? example if someone send me direct message or comment on my post and then they generate to lead
                                                                                                            • Where is the desktop app for Zoho Projects???

                                                                                                              As a project manager, I need a desktop app for the projects I manage. Yes, there's the web app, which is AWESOME for cross browser and platform compatibility... but I need a real desktop app for Projects that allow me to enter offline information where
                                                                                                            • White Label certificate

                                                                                                              Hi all, About 72 hours ago, we fulfilled all steps for white labeling (CNAME to point to mail.cs.zohohost.eu), but since then the configuration page is now stuck at "generating certificate" since 3 days. When I execute an NSLOOKUP mail.webfoundry.be it
                                                                                                            • How to Automate Monthly PDF Reports with Filters in Zoho Creator

                                                                                                              Hi everyone, I’m trying to build an automated monthly reporting process in Zoho Creator and would appreciate suggestions or best practices from anyone who has done something similar. What I’m trying to do: I have a form called New_Customer with fields
                                                                                                            • Feedback: Streamlining Note Management in Zoho Notebook

                                                                                                              Dear Team/Support, I would like to share some feedback regarding the note management system that could help improve usability and accessibility for users like myself. Notebook 1 (screenshot attached): Currently, the system does not allow selecting and
                                                                                                            • showing Limit exceeded

                                                                                                              Good afternoon...trust you're good. I've been having issues working with but it's not responding. it's showing Limit exceeded, sorry it seems like too many people are working on the sheet right now please try again later. meanwhile no one is working on
                                                                                                            • Sorting columns in Zoho Projects

                                                                                                              Hi, In project management best practice, sorting columns (ascending, descending) is an important tool. Sorting dates to see the order of tasks starting, sorting on priority or even on planned hours is a must for an efficient project control. Currently,
                                                                                                            • Upload API

                                                                                                              I'm trying to use the Upload API to upload some images and attach them to comments (https://desk.zoho.com/DeskAPIDocument#Uploads#Uploads_Uploadfile) - however I can only ever get a 401 or bad request back. I'm using an OAuth token with the Desk.tickets.ALL
                                                                                                            • Losing description after merging tickets

                                                                                                              Hello, We merge tickets when they are about the same topic from the same client. It happens sometimes. We recently noticed that after the merger only the description from the master ticket is left in a thread. And the slave-ticket description is erased.
                                                                                                            • update linked contacts when update happens in account

                                                                                                              Hi, I have a custom field called Licence in the Accounts module. When someone buys a licence, I’d like to update a custom field in the related Contacts. How can I achieve this? I noticed that workflows triggered on Accounts only allow me to update fields
                                                                                                            • Problem Management Module

                                                                                                              I am looking for a Problem Management module within Zoho Desk. I saw in some training videos that this is available, and some even provided an annual price for it. I want an official confirmation on whether this is indeed available. This is not a particularly
                                                                                                            • Unable to explore desk.zoho.com

                                                                                                              Greetings, I have an account with zoho which already has a survey subscription. I would like to explore desk.zoho.com, but when I visit it while logged in (https://desk.zoho.com/agent?action=CreatePortal) I just get a blank page. I have tried different
                                                                                                            • Offline support for mobile app

                                                                                                              Accessing your files and folders from your mobile devices is now quicker and simpler, thanks to the power of offline support. Whether on an Android or iOS device, you can use the Offline function to save files and folders, so you can review them even
                                                                                                            • Zoho Desk KB article embedded on another site.

                                                                                                              We embed KB articles from Zoho Desk on another site (our application). When opening the article in a new tab, there is no issue, but if we choose lightbox, we are getting an error "To protect your security, help.ourdomain.com will not allow Firefox to
                                                                                                            • OPTED FOR STORAGE BY DESCRIPTIVE MISGUIDANCE

                                                                                                              We've opened a domain with three mail ids and payment has also been processed now the bill raised is for single use ID with additional storage capacity. Kindly request you to modify the purchase.
                                                                                                            • List of packaged components and if they are upgradable

                                                                                                              Hello, In reference to the article Components and Packaging in Zoho Vertical Studio, can you provide an overview of what these are. Can you also please provide a list of of components that are considered Packaged and also whether they are Upgradable?
                                                                                                            • Does Attari Messaging app have Bot option and APIB

                                                                                                              Hi, Does Attari also have Bot and API as we use in WhatsApp??
                                                                                                            • How to add application logo

                                                                                                              I'm creating an application which i do not want it to show my organization logo so i have changed the setting but i cannot find where to upload/select the logo i wish to use for my application. I have seen something online about using Deluge and writing
                                                                                                            • Email login error

                                                                                                              Login successfully but email page error
                                                                                                            • Next Page