Improve your A/B testing with Zia suggestions

Improve your A/B testing with Zia suggestions

Dear customers,
 
We're thrilled to announce a suite of enhancements to our webform A/B testing feature in Zoho CRM, brought to you by Zia, designed to make your testing process more intuitive, efficient, and results-driven.

The enhancements will help the users by providing the following Zia suggestions in A/B testing:
  • A/B testing suggestions for low-performing webforms.
  • Variant suggestions for webform A/B testing.
  • Suggestions on traffic allocation for webforms.
  • Suggestions to extend the test duration.
  • Informed launch of variants and conversion rate comparison.
  • Dynamic traffic allocation.
  • Statistical significance and confidence scoring.
Webforms are an integral part of Zoho CRM. They are the gateways to customer data, bridging the gap between your prospects and your offerings. Optimizing webforms can significantly improve user experience and engagement, thereby increasing conversion rates.
 
One of the most powerful tools for optimizing webforms is A/B testing. This allows you to test two versions of your webform simultaneously to see which one performs better. The aim is to make data-driven decisions that can improve engagement, conversion rates, and ultimately, your bottom line.
 
So, without further ado, let's quickly look into the enhancements we've made.

Zia suggests A/B testing on low-performing webforms

Our newly enhanced Zoho CRM now features a comprehensive, intelligent system that proactively suggests A/B testing for low-performing webforms. With the help of Zia, the system meticulously evaluates your webforms based on their conversion rates and field-filled rates, and determines if they are low-performing webforms. If these metrics fall below set thresholds–such as a low conversion rate or a field-filled rate less than the 10th percentile–Zia will recommend conducting an A/B test for these forms.

Zia-suggested variants for webform A/B testing

As you initiate your A/B test setup, Zoho CRM now steps in with insightful, analytics-based recommendations to enhance your form's conversion rate.

The system studies your existing webforms, identifying fields with low filled rates, and those left empty. Subsequently, it suggests strategic changes, such as reordering or removing certain fields, to optimize your webforms for maximum user engagement and completion rates.

Suggestions on traffic allocation for webforms

The A/B testing feature now comes with an intelligent approach to traffic allocation. If a specific webform variant is underperforming, the system will suggest a traffic reallocation. This ensures the bulk of your audience is exposed to the more effective forms, amplifying your chances of conversion.

Moreover, if a variant leads to a disappointing conversion rate, Zoho CRM will recommend a traffic split, reducing exposure to the underperforming form. You also have the option to divert traffic from a poorly performing form to a better-performing one.

Zia suggestions to extend the test duration

Zia will now suggest an extension to the test duration when the initial test does not generate enough data to declare a winner conclusively.
 
The suggestion to extend the test duration is made based on the number of visitors who interacted with the webform during the initial testing period. Thus, the extended test duration would allow a more comprehensive data collection.

Informed launch of variants and conversion rate comparison

When launching a variant, it's essential to make a decision based on comprehensive data. If the original form outside of the A/B test performs better in terms of conversion rate compared to the winning variant, Zoho CRM will proactively alert you. This ensures you are fully informed about the relative performance of all forms before launching a variant. Given these insights, you have the opportunity to extend the A/B testing duration to achieve more accurate results if necessary.

Dynamic traffic allocation by Zia

We've introduced an innovative dynamic traffic allocation feature for webform variants, taking a major step towards marketing optimization.
If the user is not sure about allocating the traffic to the right webform, they can use dynamic allocation where the traffic is initially split equally across all the forms. Gradually, based on the forms' performances, traffic allocation will be dynamically adjusted so the high-performing forms get more traffic, avoiding unwanted traffic from the low-performing forms.

Statistical significance and confidence scoring

To provide you with a robust and reliable understanding of your A/B testing results, we will now provide a confidence score for the declared winner. This score is based on the statistical significance of the test, ensuring you can make informed decisions with confidence.

Points to be noted

There are two circumstances under which we will not recommend extending the A/B test duration:
  • If a clear winner has been determined with a high degree of certainty (a confidence score of 95% or above).
  • If extending the testing period exceeds the maximum limit of 90 days, it won't be suggested, even if the test has only been running for 60 days and would need 40 more days to complete.
  • The adaptive traffic reallocation and split suggestions will be offered only when the system has enough data to make reliable determinations. 
That's all on the enhancements. Please give us your feedback and suggestions on these changes. 
 
 
Thanks!
Sohel

P.S. These enhancements are currently available for all users across 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

                                                                                              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

                                                                                                              • Is it possible to adjust the web browser tab title (when a ZoHo Desk ticket is opened)

                                                                                                                Hi All, When I open a ZoHo Desk ticket in a web browser, the tab title (text that appears at the top of the browser tab) uses the logic: *company icon picture* (xxxx) #ticket number - company name See below (highlighted in red) for reference. Company
                                                                                                              • Collections Management: #7 Common Mistakes during Payment Collection

                                                                                                                Payment collection may appear straightforward in most cases. Still, as your customer base expands and transaction volume increases, it becomes clear that even small inefficiencies can lead to delayed payments, increased support load, or even revenue loss.
                                                                                                              • Rename Record Summary PDF in SendMail task

                                                                                                                So I've been tasked with renaming a record summary PDF to be sent as part of a sendmail task. Normally I would offer the manual solution, a user exports the PDF and uploads it to a file upload field, however this is not acceptable to the client in this
                                                                                                              • Text/SMS With Zoho Desk

                                                                                                                Hi Guys- Considering using SMS to get faster responses from customers that we are helping.  Have a bunch of questions; 1) Which provider is better ClickaTell or Screen Magic.  Screen Magic seems easier to setup, but appears to be 2x as expensive for United States.  I cannot find the sender id for Clickatell to even complete the configuration. 2) Can customer's reply to text messages?  If so are responses linked back to the zoho ticket?  If not, how are you handling this, a simple "DO NOT REPLY" as
                                                                                                              • Custom Field in Zoho Projects pulling into Analytics

                                                                                                                We have a client that we have built our their new business process using Zoho Projects, and we have build a lot of custom fields with their their Projects where they are capturing specific data points that we want to be able to track and pull data, as
                                                                                                              • Marketer's Space - Holiday season email marketing tips you should know

                                                                                                                Hello Marketers! Welcome back to another post in Marketer's Space! 'Tis the season—that time of the year everyone eagerly anticipates. While most look forward to relaxing, marketers will be super-busy from late November to early January. Mistakes can
                                                                                                              • Zia Competitor Alerts made easy with Zia's suggestions

                                                                                                                Hi everyone, In addition to the existing manually added competitors, Zia will now find your competitors for you - instantly. Earlier, you had to identify competitors through research manually, support tickets, or tradeshows—a time-consuming process that
                                                                                                              • Add Custom Field Inside Parts Section

                                                                                                                How to Add Custom Field Inside Parts Section in Workorder like Category and Sub- Category
                                                                                                              • Zoho CRM Community Digest October 2025 | Part 2

                                                                                                                Hello Everyone! From new mobile capabilities and smarter integrations to real-world workflow fixes and developer insights, all the highlights from the second half of October is covered right here. Let’s dive in. Product Updates: Zoho CRM Mobile Updates:
                                                                                                              • Understanding Zoho Contracts

                                                                                                                Effective contract management relies on systems that are structured, organized, and reliable. Every feature, workflow, rule, and restriction in Zoho Contracts are designed the way they are to ensure consistency, compliance, and control across every stage
                                                                                                              • Tip of the Week #76– Automate your inbox during vacation in Zoho TeamInbox

                                                                                                                When you're on vacation or away from your desk, the last thing you want is for important emails to be missed or left unanswered. The good news is, you can easily set up rules in Zoho TeamInbox to assign incoming messages automatically to a teammate who's
                                                                                                              • Domain restriction for User Management actions in Zoho One

                                                                                                                Greetings, Zoho One Admins! To strengthen account security further and safeguard user management settings, we are imposing domain-based restrictions for user account-focused admin actions in Zoho One. In addition to password reset of user, organization
                                                                                                              • Zoho Mail iOS app update: Signature

                                                                                                                Hello everyone! In the latest version(3.1.7) of the Zoho Mail app update, we have brought in support to create, edit and remove signature within the app. You can create signature from the compose screen as well as from within the Settings module(inside
                                                                                                              • Desktop app doesn't support notecards created on Android

                                                                                                                Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try to
                                                                                                              • Approval Button in Subform

                                                                                                                Hi Team, I’m working on a subform-based requirement where users will submit requests, and these requests must go through approval by multiple team managers. Each line item in the subform needs to be individually approved or declined based on the user's
                                                                                                              • Setting checkbox value on template in Sign from Creator

                                                                                                                Good day, Please help me understand how do I set a tick from a checkbox in Creator into a checkbox on a Sign template. Below is the only values on the Sign template and the code from Creator, "field_boolean_data": {}, "field_date_data": {}, "field_radio_data":
                                                                                                              • Zoho Projects - Unread Comment Icon

                                                                                                                Hi Projects Team, It would be great if there was a notification I con on the comments icon so it's easy to see which tasks have new comments. Something like a red circle with a number of unread comments would be great. Thanks for considering my feed
                                                                                                              • Zoho Projects - Update Feed via API

                                                                                                                Hi Projects Team, Please consider adding an API to allow update and retrieval of messages to the Feed. Thank you
                                                                                                              • Automated log-out/session end

                                                                                                                I'm concerned about security of our data. Is it possible to set an automatic time-out for user sessions on Zoho CRM, after a certain period of inactivity or when the session reaches a certain duration (12 hours perhaps)? 
                                                                                                              • Subform auto populate values

                                                                                                                Hi Team, I’m trying to retrieve values from Zoho People using API functions and dynamically populate them into a subform. For example, I’ve created a form with several fields that users will fill out. Based on their input, I need to fetch records from
                                                                                                              • What is New in CRM Functions?

                                                                                                                What is New in CRM Functions? Hello everyone! We're delighted to share that Functions in Zoho CRM have had a few upgrades that would happen in phases. Phase 1 An all new built-in editor for better user experience and ease of use. ETA: In a couple of days.
                                                                                                              • Gantt Chart - Zoho Analytics

                                                                                                                Are there any plans to add Gantt Charts capabilities to Zoho Analytics?
                                                                                                              • WhatsApp Calling Integration via Zoho Desk

                                                                                                                Dear Zoho Desk Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho Desk. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need for traditional
                                                                                                              • Identify long running sync jobs/tables

                                                                                                                My sync process causes strain on my production database and I'd love some tools/alerts to help me identify which tables are taking the longest. The current screen only shows 3 tables at a time and truncates the last fetch time so that it is very cumbersome
                                                                                                              • Temporarily rate limited due to IP reputation.

                                                                                                                We have suddenly started receiving the following Mail Delivery Status Notification: Diagnostic-Code: 4.7.650 The mail server [136.143.184.12] has been temporarily rate limited due to IP reputation. For e-mail delivery information, see https://aka.ms/postmaster
                                                                                                              • Associate emails from both primary and secondary contacts to deal

                                                                                                                We need to associate emails from multiple contacts to a deal. Please advise how this can be achieved. At present, only emails from primary contacts can be associated. Thanks
                                                                                                              • New integration: Zoho Sign for Zoho Projects

                                                                                                                Hey there! We’re excited to announce the brand-new Zoho Sign integration for Zoho Projects! With this integration, users can now send documents for signatures, track their progress, and manage approvals—all without leaving Zoho Projects. This bridges
                                                                                                              • Update to attachment display in ticket threads

                                                                                                                This enhancement will provide faster access for support teams and end-users, significantly boosting productivity for everyone. Get ready for a more efficient and satisfying experience! Immediate benefits Faster ticket rendering reduces wait times and
                                                                                                              • Narrative 15: Blueprint - Automate, guide, and transform your support processes

                                                                                                                Behind the scenes of a successful ticketing system: BTS Series Narrative 15: Blueprint - Automate, guide, and transform your support processes Even organizations that deliver quality products and services can face low customer satisfaction when their
                                                                                                              • Different MRP / Pricing for same product but different batches

                                                                                                                We often face the following situations where MRP of a particular product changes on every purchase and hence we have to charge the customer accordingly. This can't be solved by Batch tracking as of now so far as I understand Zoho. How do you manage it as of now? 
                                                                                                              • ZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED

                                                                                                                Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered." 
                                                                                                              • Refresh frequency

                                                                                                                Dear Zoho Team, I really, truly appreciate that Zoho Books gets frequent updates. As a matter of fact this is how a good SaaS company should stay on top. However, I feel that I have to hit refresh almost every day. This was exciting at the beginning but
                                                                                                              • Refund

                                                                                                                My plan expired today, and I updated my payment details with a new credit card. At the same time, I wanted to downgrade, but the system wouldn’t allow the downgrade until the payment details were updated. As a result, I was charged for the same plan before
                                                                                                              • Calling Function via REST API with API Key gives 401 using Zoho Developer

                                                                                                                Hi, I created a couple of functions using the one month trial of Enterprise edition, which I was able to call using the API Key method from Postman and from an external site. Now that my trial has expired, I have created the same functions in the Developer
                                                                                                              • Error due to - 'Internal Exception' when uploading Sign-generated PDF file to workdrive via Deluge in Zoho CRM

                                                                                                                Hi I wasnt getting this error a few days ago and my code had not changed, so I'm wondering if there's a Zoho bug somewhere? I am downloading a PDF file from a Zoho Sign url using invokeurl and then uploading it to a Workdrive folder using zoho.workdrive.uploadFile.
                                                                                                              • Embed CRM record images in email templates

                                                                                                                I have email templates that I want to embed dynamic images in their body - not as an attachment. For the context, the image is a QR code individual to each contact. So there are couple of challenges for which I think there is no solution in CRM: 1/ I
                                                                                                              • Assign multiple departments to multiple helpcenters

                                                                                                                Hi there! I have a reseller company for a software and I'm using Zoho Desk as my helpcenter and ticket management system. The software is great and I would like to make a suggestion! With multi-branding activated, your departments that visible in help
                                                                                                              • Zoho Desk Training

                                                                                                                Hello, We've had Zoho desk for a while now, but we run into issues occasionally, and I was wondering if there was a customer who currently uses it and really enjoys the functionality, that would be wiling to chat with us?
                                                                                                              • PO Based Advance payment to Vendor

                                                                                                                We recommend to introduce a provision at PO to make advance payment to vendors and auto apply that advance paid later at the time of Vendor Bill submission for that PO. This will help us track PO-wise Total Payments.
                                                                                                              • How to get Quickbooks Desktop Info into Zoho?

                                                                                                                Our team has used Quickbooks desktop for years and is looking at switching to Zoho books in 2026. I want to bring all old sales history over since we use Zoho CRM. I can export Item sales history and generic sales orders from Quickbooks desktop. How do
                                                                                                              • Next Page