Introducing: SMS notifications via Zoho Subscriptions

Introducing: SMS notifications via Zoho Subscriptions

Dear customers,

We hope you are doing well! We are happy to announce that you can now send SMS notifications to your customers right from Zoho Subscriptions. To facilitate this, we've integrated with Twilio, a leader in the business communication space.



Previously, to send SMS notifications for invoices and payment reminders, you had to connect Zoho Subscriptions with an SMS provider using either webhooks or cloud connectors like Zoho Flow or Zapier. While this works, we wanted to offer something that's better and easier to set up. 

How can SMS notifications benefit your day-to-day finance operations?

There are plenty of situations where you'd like to communicate some information to your customers—such as a reminder for an overdue payment, a notification that a subscription is about to be renewed, and so on. It's okay to use email as the primary communication channel for these events, but half your emails are going to be read on mobile devices anyway. So why not deliver these notifications directly via SMS? Studies show that the average open rate for emails is 20-30%, while SMS notifications have a whopping 98% open rate. And nearly 90% of SMS recipients open their text messages in the first three seconds.

Simply put, SMS notifications can help you expedite your payment collection and close your books faster, while also improving your customer relationships by keeping customers up to speed on all their subscription-related activities.

How customizable is this?

The integration is designed so that you have control over what goes out, without having to spend a lot of time on it. You can simply choose the events in Zoho Subscriptions for which you'd like to send SMS through Twilio, and Zoho Subscriptions will take care of the rest. You'll still have options to customize the system to your specific business needs. Here's how:

1. Choose an SMS template of your choice
For each event you choose to send SMS notifications for, you can select one of the three pre-defined templates: Brief, Short, and Detailed. While all of them retain the key placeholders necessary for communication, they have different character lengths, allowing you to choose the one that fits your brand's communication style the best.

2. Disable SMS notifications for select customers
You might want to send SMS notifications to most of your customers, but not all of them. If that's the case, you can simply disable SMS notifications for any customers you wish with just a click.

3. Send manual SMS notifications when needed
There may be times when you want to send SMS notifications to your customers manually. For example, a customer might contact you and ask you to resend an invoice so they don't have to dig through all their emails to find it. You do want to make it easier for them to pay you, so for those cases, you can trigger an SMS with a link to the invoice manually.

Check out our help document to get started.

Note for our Indian edition customers: In addition to the Twilio integration, Zoho Subscriptions also offers an in-built SMS service for organizations in the Indian edition. You can purchase this as an add-on to start using it. To learn more about this solution, refer to our help document.

If you have any feedback on the integration, feel free to post it as a comment. We'd love to hear from you!

Cheers,
Harikrishna
Customer Relations | Zoho Finance

    Access your files securely from anywhere

          Zoho Developer Community

              Bootcamp
              Community
              Pricing
              Webinars
              What's New
              Integrations
              Contact Support
              Contact Sales

                Zoho Survey Resources
                  Features
                  Survey Templates
                  Integrations
                  Community
                  iOS Mobile Surveys
                  Pricing
                  Android Mobile Surveys
                  Insurvey Blogs
                  Insight Blogs
                  Tips & Tricks





                                Latest Feature Updates


                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day




                                        Zoho Marketing Automation
                                          Zoho SalesIQ Resources

                                                • Sticky Posts

                                                • What's New in Zoho Billing - February 2024

                                                  Hello everyone, We are excited to share the first set of updates for Zoho Billing in 2024. Read along to know more about a wide range of updates, from the Aging Summary in customer statements to Apple Pay support in Stripe. One-Time Invoice with Plans

                                                • Zoho Finance Workshop 2023 is coming to the USA. Get exclusive training on Zoho Finance apps, one-on-ones, and more.

                                                  Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,

                                                • Zoho Subscriptions wins IDC's 2020 SaaS CSAT Award for Subscription Billing

                                                  Dear customers, We're excited to share that Zoho Subscriptions has won IDC's 2020 SaaS Customer Satisfaction Award! As a team, we cherish each and every milestone with our customer community. And this particular award, focusing on customer satisfaction,

                                                • Introducing: SMS notifications via Zoho Subscriptions

                                                  Dear customers, We hope you are doing well! We are happy to announce that you can now send SMS notifications to your customers right from Zoho Subscriptions. To facilitate this, we've integrated with Twilio, a leader in the business communication space.

                                                • What's new this December in Zoho Subscriptions

                                                  The year is almost over and we here at Zoho Subscriptions have released new features and updates on the month of November. Let's take a look at the features we have worked on in the past month. Zendesk Integration The Zoho Subscriptions app for Zendesk allows your customer support executive to access customer details in an instant. You will be able to view the customer information from Zoho Subscriptions right from your ticket view. On enabling the integration, you will be able to: Get your customer


                                                Manage your brands on social media
                                                Access Zoho Social

                                                  Zoho Pagesense Resources


                                                      Zoho TeamInbox Resources

                                                        Zoho DataPrep Resources



                                                          Zoho CRM Plus Resources

                                                            Zoho Books Resources


                                                              Zoho Subscriptions Resources

                                                                Zoho Projects Resources


                                                                  Zoho Sprints Resources


                                                                    Qntrl Resources


                                                                      Zoho Creator Resources



                                                                          Zoho Campaigns 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

                                                                                                  • Zoho Meeting iOS app update - Join breakout rooms, access polls, paste links and join sessions, in session host controls

                                                                                                    Hello, everyone! In the latest iOS version(v1.7) of the Zoho Meeting app, we have brought in support for the following features: Polls in meeting session Join Breakout rooms Paste link in join meeting screen Foreign time zone in the meeting details screen.

                                                                                                  • Calculate hours between 2 date/time fields

                                                                                                    Hi, Does anyone know if it is possible to get the number of hours between 2 date/time fields in a zoho crm custom function? Thanks, Michael

                                                                                                  • External ID validation.

                                                                                                    I added an external ID field as below in one of my custom modules: When creating records via the API using some value (eg: 762115b2-097e-43b2-bdba-f3924a5371a6) for this field, it works without any problem. I can create and even see the records on the

                                                                                                  • Sales Order, what are the statuses under Confirmed and Closed

                                                                                                    Hi, I have to build a workflow in Deluge which should be triggered when Sales Order status is Confirmed or Closed. But these 2 states don't exist when you fetch a sales order. Which of the statuses are considered as Confirmed or Closed ? Here is a list

                                                                                                  • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

                                                                                                    Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

                                                                                                  • Remove Address from credit card payment

                                                                                                    I would like to remove the need to add address when paying by credit card. I only want the customer to have to add their credit card details.

                                                                                                  • Create a button that executes a customized function

                                                                                                    Hello, I have created a summary view in which I combine the data from my items table and suppliers table. I would like to know if there is the possibility of adding a button somewhere in the view to be able to execute a function when clicked on it. I

                                                                                                  • Custom field doesn't fill when converting sales order to invoice

                                                                                                    Hi, When I convert a Sales Order to an Invoice one of the custom fields on a product line names "Subsidie" does not seem to fill in automatically. I manually have to select the product again by clicking on the product name in the order line en re-select

                                                                                                  • Can I use ZOHO calendar to schedule a Youtube video that is already in my youtube account, but listed as private or unlisted?

                                                                                                    I am creating Youtube videos and shorts and then uploading them to our Channel so others can view and approve. Once approved I would like to just schedule them over the next few days within Zoho. So far it looks like I have to re-upload the video to Zoho

                                                                                                  • How to Display a Logo Image on a Public Form?

                                                                                                    I would like to display a logo image in the header of a form. To achieve this, I added an Add Notes field to the form. The code below works perfectly for Zoho users accessing the form. However, when the form is made public, the image does not load properly:

                                                                                                  • Advice for my first project in Zoho

                                                                                                    Hello, how can I design and implement a customized ERP and CRM system using Zoho to automate and manage core business functions, including customer relationship management, property inventory, sales tracking, and financial processes. This is one of my

                                                                                                  • Associate Email API Internal Error

                                                                                                    I am trying to associate an already existing email within a function using the Related Emails API. To provide more context, I also have admin permissions and have ensured that the fields are correct and that I have admin permissions when associating the

                                                                                                  • Profit on Sales order

                                                                                                    Hi, would it be possible to implement a column at the Sales order overview of Purchase amount? So a field with the amount of all purchase related to this Sales order? This is very usefull so you will see the profit you made on this deal. I tried to get

                                                                                                  • Subform Data in v2 REST API

                                                                                                    What is the mechanism for adding subform data in the Creator v2 REST APIs?  There is nothing documented in the Data APIs documentation (https://www.zoho.com/creator/help/api/v2/).   I was able to determine how to GET the subform data by adding it to the

                                                                                                  • ZOHO Widget SDK not loading in html

                                                                                                    I have this code below, I have imported the widgetsdk however I get the error shown in the image, I have tried many different ways of importing and initiating the function ZOHO but nothing is working. can someone explain what I'm doing wrong, if I am

                                                                                                  • Is the filename of an attachment restricted to only certain languages?

                                                                                                    Hi, I tried to create a file card in a notebook, but I encountered an issue: when the filename of an attachment is in languages other than the main ones (such as English, Japanese, or Simplified Chinese......), syncing stops or the filenames become garbled

                                                                                                  • How to create comparison time periods like these examples

                                                                                                    In a Pivot Report I would like to be able to select any date range and show a set of metrics for that date range e.g. revenue, orders, units sold. I would then like to be able to compare to the previous period based on the amount of days on the selected

                                                                                                  • Overwrite Option for custom modules

                                                                                                    Hi Team, I noticed that the overwrite option is unavailable in Zoho Books when importing data for custom modules. This limitation makes it challenging to bulk update old data, as the only option is the 'bulk update' feature, which is restricted to 25

                                                                                                  • Zoho Creator - Zoho Analytics

                                                                                                    I am facing an issue in Zoho Analytics where I am still seeing deleted data from the Zoho Creator form I created. Could you please look into this and let me know what needs to be done?

                                                                                                  • Unable to send emails

                                                                                                    I have this email parth@mrcolumbus.in, but I couldnt send outgoing email. Can you please help?

                                                                                                  • Notifications push : Encourager le réengagement et renforcer la fidélité des utilisateurs efficacement

                                                                                                    Vous avez déjà souhaité engager et communiquer de manière proactive avec les utilisateurs, y compris lorsqu'ils utilisent votre application de manière peu active ? Zoho Apptics vous offre déjà des fonctionnalités qui vous permettent d'évaluer la performance,

                                                                                                  • Easy way to delete attachments

                                                                                                    I've reached my data limit and would like to run a view/report, and mass delete attachments. Is there an easy, fast way to do this? Moderation Update: Post Summary: There are two features the post discusses a) Easy way to remove Email attachments Will

                                                                                                  • How to add new deal to existing contact

                                                                                                    Hi, I want to add new deal to existing contact.

                                                                                                  • Domain verification is in progress... (How long do I need to wait?)

                                                                                                    Trying to setup my first email domain by connecting with GoDaddy. Have been here for quite some time and the screen is not changing. How long should this take?Send DataSend Data

                                                                                                  • Linking an email to a Contact when the email is sent in deluge via sendmail

                                                                                                    The "to:" address in this code is a CRM Contact. Email address is forced unique in CRM This sendmail gets sent via a workflow which is in a custom module. It works, except that the outbound email does not appear (i.e, get linked to) the Contact such that

                                                                                                  • How to restore deleted Field

                                                                                                    I edited a field in zoho form and by accident I deleted a field (email address). The form is ongoing to be filled by respondent. Then, when I checked to the all entries and report, the email address is gone. I checked in audit log, there is a record that

                                                                                                  • How to select multiple notes at once in the PC client?

                                                                                                    In the PC client, you can select notes using ctr+LMB. But why can't you use shift+LMB? PC version 3.2.0

                                                                                                  • How I can add customized Invoice

                                                                                                    Hi, I wanna use a customized Invoice, how i can add that

                                                                                                  • Zoho Analytics Pivot Table - How to compare month vs last year same month

                                                                                                    Hi, I had created a pivot table with setup as below: Column: - Delivery Date Row: - Customer Group Data as column - Total amount (sum > normal) (show data of the month) - Total amount (sum > % difference from previous value) (compare between this month

                                                                                                  • Recorded imported goods

                                                                                                    I have imported some goods from a foreign vendor called ABC. to Bahrain. My Customs duty and VAT are paid by an agency called XYZ to authorities. I have paid the amounts to XYZ and they have paid to authorities in behalf of us using our TRN Number. Now

                                                                                                  • Notes created in mobile app not syncing with web notebook

                                                                                                    I have created certain notes in a new notebook in mobile app. The new notebook is also created using mobile app and when I logged in through web I am unable to see notebook that I have created using mobile app. there is no trace of notes in which i have created in mobile app on the web even after days of creating in mobile app This is not the case vise-a-versa. the notes and note book created on web are accessible on mobile app on real time.  this is very inconvenient and big demotivating factor

                                                                                                  • Match Transaction > Filter | Allow wildcards in search

                                                                                                    The Filter function is useful for narrowing down to a specific set of transactions. It would be useful to have the ability to use wildcards in search. e.g. customer name "starts with" or " * " as a placeholder. e.g. "National * " instead of "National

                                                                                                  • Marketing Automation Emails Going to Spam

                                                                                                    Google is trapping all the marketing automation emails in spam. My domain has a perfect reputation and it looks like Zoho has a low reputation which is sending it to spam. When I pull the email out of spam and click on a link in the email, I get this

                                                                                                  • Convert Request to Forum Topic

                                                                                                    I know you can convert a forum topic to a request and a request to a solution in the knowledge base, but how do you convert a request to a forum topic?  Is this possible?  If not is this a feature coming down the pipe in the near future? Thanks!

                                                                                                  • Zoho Sign / Prefill By You - Editable by Them!

                                                                                                    Zoho Sign seems to have two field options available - an empty field for signer(s) to complete or a field that has been prefilled by you, that becomes read only once sent.  What I would like is an option on the pre-filled by you fields, to leave them

                                                                                                  • Is the Contacts sync between Campaigns and CRM bi-directional?

                                                                                                    Is the Contacts sync between Campaigns and CRM bi-directional?

                                                                                                  • Task does not syncing to google calendar shedual

                                                                                                    Hi why does the tasks activities do not syncing with the google calendar like the event option does?

                                                                                                  • Bug with Zobot Human transfer

                                                                                                    I have configured the brand, the operator, and the Zobot in Spanish. However, no matter what I do, it always says "YES" instead of "Sí" or "Sure, why not " instead of "Claro, ¿por qué no?" when asking if the user wants to contact a human operator. The

                                                                                                  • Error AS101 when adding new email alias

                                                                                                    Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

                                                                                                  • This mobile number has been marked spam. Please contact support.

                                                                                                    Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?

                                                                                                  • Next Page