Launching Zoho Marketing Automation 2.0

Launching Zoho Marketing Automation 2.0




Dear marketers,

We are excited to announce the launch of Zoho Marketing Automation 2.0! We are sincerely grateful to the community for their support, encouragement, and feedback in this journey. Many members would be eager to get their hands on this exciting new version of Zoho Marketing Automation, so here is a break-down of the process for all our users.

Migration for ZMA 1.0 users
We are working diligently to ensure a seamless transition for all our existing users. While we understand that our most loyal users would be the most eager to migrate, the migration process for existing users will only commence in Q1, 2024. We have chosen this timeline carefully and deliberately so that we have ample time to plan and your holiday campaigns are not at risk of disruption.

In the meantime, here is a sneak peek of the modern marketing power house software!



This release marks a significant milestone in our journey to empower marketers to take strides in achieving their goals easily and with confidence. Our work has been focused on major enhancements around the email design platform, marketing planner tool, landing pages, social media features, and analytics and ROI measurement. Zoho Marketing Automation 2.0 is equipped with everything a marketer needs to drive business growth.

Here are some key highlights of Zoho Marketing Automation 2.0

  1. Landing Pages: With ZMA 2.0, you don't need a separate landing page builder anymore. You can design, develop and publish beautiful landing pages using our easy-to-use visual editor. The code free builder helps marketers build pages on the go, and manage forms and leads that convert.

  2. Customer Journey Automation: Set your entire marketing on autopilot mode with easy workflows. Marketers can create complex, multi-step workflows with ease, allowing them to automate intricate marketing processes and drive efficiency.

    Journey orchestration

  3. Segmentation Engine : With over 260 computed fields, segmentation got a lot more advanced. You can slice and dice data to calibrate a more targeted campaign and ensure you focus your efforts on the most promising prospects.

  4. Multichannel Engagement: Integrate email, social media, SMS, web and offline channels into your marketing campaigns so that your message reaches your customers wherever they are most active. 

  5. Personalized Campaigns: With ZMA 2.0, you can tailor your message based on lead behaviour, preferences, and demographics to deliver a hyper personalized experience that resonates with your audience.

  6. Marketing Planner  : The all new planner will help marketing teams plan, collaborate and orchestrate their campaigns from a single place. Marketers can collaborate with their team members, share best practices, and measure ROI against the budget set.

    End-to-end marketing planner

  7. Analytics and Reporting: All your marketing metrics on the table. Now your monthly marketing reviews are a breeze, because you have access to comprehensive insights into each campaign, and simultaneously see the big picture. Leverage Zoho Marketing Automation 2.0  to track performance, measure ROI, and make data-driven decisions to optimize your marketing strategy.

For you to have a overview of product direction, visit our what's new page.

Note:  We will announce a webinar shortly to give you a first-hand look at the new version of Zoho Marketing Automation. This webinar will showcase the exciting features and improvements, so you can get a preview of what's coming your way. The webinar link will be shared in the comment section.

We are committed to making this transition a positive and beneficial experience for all our valued users. Once again, we sincerely appreciate your continued support and patience during this exciting transition.

Happy Marketing!

    Access your files securely from anywhere









                          Zoho Developer Community




                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts



                                                          • Sticky Posts

                                                          • Marketer’s Space - Automating CRM Actions with Journeys – Part 2

                                                            Hello marketers! Welcome back to another post in Marketer’s Space. In our previous post, we explored how CRM actions in Journeys help marketing and sales teams work together by nurturing CRM leads and pushing only engaged prospects back to sales. If you
                                                          • Introducing automation and utility conversations in WhatsApp marketing

                                                            We’re excited to announce the addition of two new features to our WhatsApp integration: Automation and Utility conversations. These enhancements will allow you to streamline your marketing efforts and engage with your customers more effectively by automating
                                                          • Tip of the week 02 - The art of 'seeing' your leads

                                                            What's the last page that your lead visited before signing up for your brand? What was the page that first convinced your lead to explore more about you? Where are your leads coming in from? Well, these are some perennial questions today's marketers live upon. And, knowing the answers to these questions is crucial, considering the vitality of leads in every business. In the journey of finding lead opportunities, it's important to understand that every detail about a lead is useful. While the channels
                                                          • Zoho Marketing Automation Update: Topics, Contacts, and List Management

                                                            At Zoho Marketing Automation, our highest priority is making it easier for you to use our product to accomplish your business goals. With that in mind, we are updating three of our pivotal features: Topic, Contacts, and List Management.   These existing
                                                          • Important: Zoho MarketingHub is now Zoho Marketing Automation

                                                            Hello Everyone,   We hope you all are doing well. We'd like to notify you that we have rebranded Zoho MarketingHub to Zoho Marketing Automation. We'll discontinue using the term "MarketingHub" from May 26, 2021. However, there will be no changes in the


                                                          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

                                                                                                          • [Free Webinar] Product Updates: Quick Catch-Up Session - Part I - Creator Tech Connect

                                                                                                            Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar featuring deep-dive technical sessions designed for developers, administrators, and app builders.
                                                                                                          • Project expenses in Zoho Books

                                                                                                            Just the way timesheet is used to calculate labour cost for a particular project, how do i record other expenses against a project such as materials and consumables used for the project? So that under report, I can view the total amount expended on each
                                                                                                          • Blueprint status change

                                                                                                            I want to change the Blueprint status of a workflow. The status is completed automatically when I added the record through API call. But I want to make it active, I don't see any options for this. Even if I draw transition from any stage , it is not visible
                                                                                                          • What is going on with GMail extension.

                                                                                                            Suddenly, it is popping up and saying "Please wait while we work our magic... 10%" and it sits there. Yesterday I waited for an entire hour call and it never got further. Today, it's not resolved. Is there a fix I can do? I've tried all the typical
                                                                                                          • Marketing Tip #6: Cross-sell with related products

                                                                                                            Don’t let customers stop at just one product. Suggesting related or complementary items improves the shopping experience and increases order value. Try this today: Use the Item Recommendations feature in Zoho Commerce and add two to three suggested items
                                                                                                          • i cannot use <b></b> to bold the message in Creator C6!!!!???What?

                                                                                                            Dear experts and friends, Now Creator 6 blocking us from using <b></b> Anyone facing this issue? I faced it on Creator C6 Previously, it used to work. Now failed to work. Faint~ Seek guidance from everyone on how to bold the message. The super simple
                                                                                                          • Zoho Writer - Option to Export as .zdoc format

                                                                                                            I've noticed that it's not possible to export a Zoho Writer Document in the .zdoc format. Isn't zdoc, Zoho Writer's own format? My use case is that I sometimes need to create quite complex documents with floating elements, which sometimes need to become
                                                                                                          • [Announcement] Enhanced Merge APIs of Zoho Writer for automating document generation using Zoho Apps data

                                                                                                            Hi users, With the record_id parameter in Zoho Writer's Merge APIs, fields related to the given record id is automatically fetched from the Zoho app. You don't have to spend time manually mapping the records and fields in the Deluge code. Here is a sample
                                                                                                          • Pin multiple columns and adjust column widths in CRM subforms

                                                                                                            Hello all, Subforms act as secondary forms or tables in which you can associate multiple line items to a primary record and thereby ensure more structured and comprehensive data organization. We've made some recent enhancements to subforms. Here's what's
                                                                                                          • [Webinar] Automate sales and presales workflows with Writer

                                                                                                            Sales involves sharing a wide range of documents with customers across the presales, sales, and post-sales stages: NDAs, quotes, invoices, sales orders, and delivery paperwork. Generating and managing these documents manually slows down the overall sales
                                                                                                          • Automate insurance document workflows with Zoho Writer

                                                                                                            Insurance companies have to deal with creating and managing complex documents and forms, such as policy applications, explanation of benefits documents, brochures, renewals, and claim forms. Handling all of this manually is hugely time and effort intensive,
                                                                                                          • Latest updates in Zoho Meeting | New End of session notification to remind everyone about the session end time

                                                                                                            Hello everyone, We’re excited to share a new feature for Zoho Meeting ; End of session notification. With this new setting, you can choose to remind all participants or only the host about the scheduled end time of a meeting. You can also choose when
                                                                                                          • [Webinar] Zoho Writer for SCM and logistics

                                                                                                            Creating, sharing, and distributing complex documents are constant challenges in the SCM and logistics industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on Jul 10, 2025 for a Zoho Writer webinar designed
                                                                                                          • [Webinar] Zoho Writer for the manufacturing industry

                                                                                                            Creating, sharing, and distributing complex documents are constant challenges in the manufacturing services industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on May 8, 2025, for a Zoho Writer webinar
                                                                                                          • Add Comprehensive Accessibility Features to Zoho Writer

                                                                                                            Hello Zoho Writer Team, We hope you are doing well. We would like to submit a feature request to enhance Zoho Writer with a full set of accessibility tools, similar to the accessibility options already available in the Zoho Desk agent interface. 🚧 Current
                                                                                                          • [Webinar] Simplifying document workflows in financial services with Zoho Writer

                                                                                                            Creating, sharing, and distributing complex documents are constant challenges in the financial services industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on April 10, 2025, for a Zoho Writer webinar
                                                                                                          • [Zoho Writer Webinar] Learn how to simplify your HR operations: Part 2

                                                                                                            Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for July 2024: Learn how Zoho Writer can simplify your HR operations: Part 2. This webinar will focus on how Zoho Writer can help HR teams streamline and automate their entire hiring
                                                                                                          • [Zoho Writer Webinar] Learn how to simplify your day-to-day HR operations

                                                                                                            Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for June 2024: Learn how Zoho Writer can simplify your day-to-day HR operations. This webinar will focus on how to automate your entire hiring process and generate various types of
                                                                                                          • Branding of native system emails

                                                                                                            Make system emails adjustable in terms of branding. We want our system to be completely white label, because it is not a CRM anymore, it's way more than that. We are following the strategy of "CRM for everyone" to use the CRM in all departments, not only
                                                                                                          • Support “Never End” Option for Recurring Meetings in Zoho Meeting

                                                                                                            Hello Zoho Meeting Team, Hope you are doing well. We would like to request support for creating recurring meetings with no end date in Zoho Meeting. Currently, when scheduling a recurring meeting, Zoho Meeting requires us to select a specific end date.
                                                                                                          • Add Custom Field Inside Parts Section

                                                                                                            How to Add Custom Field Inside Parts Section in Workorder like Category and Sub- Category
                                                                                                          • [Important announcement] Removal of Zoho Writer's DocuFiller Add-on

                                                                                                            Hi users, Effective 21st Feb. 2025, we will be removing the DocuFiller add-on for Zoho Writer's Fillable Templates. From that point on, the add-on's functionalities, such as sharing or publishing fillable forms for data collection and receiving submissions
                                                                                                          • Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates

                                                                                                            Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use
                                                                                                          • Weekly Tips: Manage External Images in Zoho Mail

                                                                                                            When you receive emails every day, whether from clients, newsletters, or services, many of them contain external images that automatically load when you open the message. While this can make emails look more engaging, it can also impact your privacy and
                                                                                                          • Implementing a Self-Invoicing/Vendor Portal in Zoho Creator

                                                                                                            Hello Zoho Community / Creator Experts, We would like to build a Self-Invoicing Portal (Vendor Portal) in Zoho Creator for our external contractors. Our goal is to allow approved contractors to log in, submit their invoice details (hours worked, project
                                                                                                          • Function #32: Schedule low stock notifications on a timely basis to specific users of the organization

                                                                                                            Hello everyone and welcome back to our series! For a business that heavily relies on inventory, monitoring the stock levels and getting timely notifications of low stock items will ensure a smooth sail. Zoho Books allows you to always keep a check on
                                                                                                          • Is it really true that I can't set the default 'deposit to' account in 2025?

                                                                                                            I've been using Books for 7 years and the default account has never been a problem. I usually manually reconcile invoices and have never had a thought about which account. It has always been my account. However, I recently noticed that for the past 4
                                                                                                          • SINCH HUB MESSAGEMEDIA with ZOHO DESK

                                                                                                            1) what I need from MessageMedia, 2) what I want to confirm on the Zoho Desk Dev Forum. MessageMedia – needs and requirements Goal: Send SMS from a Zoho Desk widget for EU users. Auth: HTTP Basic (API Key + Secret). Keys must not live in the browser.
                                                                                                          • Function #46: Auto-Calculate Sales Margin on a Quote

                                                                                                            Welcome back everyone! Last week's function was about displaying the discount amount in words. This week, it's going to be about automatically calculating the sales margin for a particular quote, sales order or an invoice. Business scenario Where there is sales, there's also evaluation and competition between sales reps. A healthy rivalry helps to better motivate your employees to do smart work and close deals faster and more efficiently. But how does a sales rep get evaluated? 90% of the time, it's
                                                                                                          • Invalid URL error when embedded sending url into iframe for my website when using in another region

                                                                                                            Hi team, My site is currently working on integrating your signature feature as part of the system functionality, it's working great but recently there's been a problem like this: After successfully creating the document, i will embed a sending url into
                                                                                                          • 2024 Email Authentication Standards: Elevating Security with Google and Yahoo

                                                                                                            In contemporary email communication, email authentication plays a pivotal role in mitigating email fraud, spam, and phishing attacks. Brace yourself for a new level of security. Starting February 2024, Gmail and Yahoo will be implementing robust email
                                                                                                          • New features released: Data from Picture for Web, Pattern Fill, and Translation in Zoho Sheet!

                                                                                                            Hello Sheet users, In 2024, the Zoho Sheet team focused on research and development to bring new features that add to functionalities like productivity, data management, collaboration, and more. This year, we're all set to roll them out incrementally
                                                                                                          • Kaizen #59 - Creating alerts and custom messages using Client Script

                                                                                                            Hello everyone! We are happy to resume our Zoho CRM Developer Community series - The Kaizen series! Welcome back to the new start of Kaizen! This post is about Client Script and its simple use cases involving ZDK Client functions. What is Client Script?
                                                                                                          • [Webinar] Zoho Writer for content creators and publishing houses

                                                                                                            Managing multiple drafts, edits, and client reviews doesn't have to slow you down. Join our upcoming webinar to see how Zoho Writer helps content creators and publishing houses create, edit, and publish seamlessly—all in one place. You'll learn how to:
                                                                                                          • Universal search

                                                                                                            Hi, it would be useful if the search bar was universal-so if you entered a term, it would bring up results from contacts, candidates, clients etc all at the same time (but broken down under the relevant headings)
                                                                                                          • Attachment reminder?

                                                                                                            My team and I often need to attach files to our messages, e.g. an explanatory screenshot or a shipping label. More often that I want to admit I mention the attachment but forget to actually attach it. Some email clients have a check-for-missing-attachments
                                                                                                          • ZIA in Zoho Cliq

                                                                                                            Is It possible to use the ZIA feature from Zoho Analytics in the Zoho Cliq?
                                                                                                          • Automating CRM backup storage?

                                                                                                            Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
                                                                                                          • Multiple upload field CRM

                                                                                                            I desperately need the functionality to add more than one upload field to web to contacts form. How can I do this?
                                                                                                          • Critical Need for Global Search in Zoho FSM

                                                                                                            Hello Zoho FSM Team, We are currently in the process of deciding whether to fully transition to Zoho FSM for managing our field service operations. At present, our team actively uses Zoho Desk (with over 50 users) and Service Fusion, which we are considering
                                                                                                          • Next Page