The all new Marketing Automation 2.0 is now part of Marketing Plus
Hey everyone,
We're excited to introduce the latest version of Marketing Automation to Zoho Marketing Plus for all users. The new version comes with a lot of features to help simplify and streamline your marketing activities
Revamped user interface
The Marketing Automation module has a whole new user interface that's carefully designed to make it easy to navigate and manage your marketing activities, including creating campaigns, personalizing journeys, generating leads via signup forms, building landing pages, and much more. 
Simplified contact management
Managing your contact list in Marketing Automation is a lot easier with the all-new Contacts module, which was previously known as the Leads module. Firstly, a new dashboard offers a holistic picture of your contacts by offering insightful metrics such as your total number of contacts, contacts that are ready for marketing or sales, contacts by stage, source, and location, and much more.
The detailed contacts view has a new look as well. You can view important details like stages, associated lists, segments, journeys, subscription details, engagements, and a timeline of all activities in chronological order.
You can also view a complete list of contacts filtered by stage with the help of a Kanban view, and you can easily drag and drop contacts across various stages.
Lists have also been simplified. Each list has a detailed dashboard related to contacts, such as contact growth, associated entities, status, and so on. You can also view associated journeys and campaigns for a particular contact list, segment your contacts based on various criteria, and manage them from Marketing Automation.
More ways to generate leads
Websites are one of the best and most effective marketing channels, as they help visitors understand more about your brand and what you offer. Hence, it's essential for businesses to optimize their websites in order to capture and convert these visitors as leads.
Keep tabs on your website
Once your website is live, it's important to measure the performance to increase conversions. Marketing Automation module comes with a detailed dashboard and in-depth analytics on the behavior and acquisition of your website visitors. The behavior report gives you the complete picture of how visitors are interacting with your website, the top performing page, time spent on pages, the page through which visitors first land on your website, and the last page visited before they exit, and lot more.
Marketing campaigns simplified
Marketing Automation now offers a whole new streamlined experience in creating and managing your campaigns across channels. You can create your email campaigns and promote your surveys, webinars, SMS campaigns, and promotions via WhatsApp.
Personalize touchpoints with Journeys
The journey builder comes with a lot of updates. With Journey X-Ray, you can dissect and understand the path your contacts take, the most- and least-engaged actions, the number of entrances and exits, and a lot more. This is designed to give you a better understanding of your customer journey across various touchpoints to help optimize them further.
Triggers | Actions |
Missed goal Date field trigger (revised) Email action trigger (revised) Video click Attachment download | Send survey mail Reminder loop A/B test Three-way condition Update deal Mile stone End of process components |
If you've created journeys with these deprecated components, you'll need to replace them manually before migrating them to the new version.
Revamped roles and permissions
Roles and privileges in Marketing Plus enable you to define and control access to data and various features in Marketing Plus. There are four different roles available by default: Brand Admin, Brand Marketer, Brand Member, and Event Member.
Now, we've introduced more control over how users can access data and features. You can define appropriate permissions for contacts and lists, lead generation functions, marketing channels, websites, and assets.
Accessing the new version
The all-new Marketing Automation will be available for all Marketing Plus users starting on June 4, 2024. All topics, integrations, SMS gateways, and smart URLs will have to be migrated to start accessing the new version.
Migrating topics
Previously, topics in Marketing Automation were usually associated with lists. Now, you can associate them with contacts directly, as well as associate multiple topics to a contact. They can unsubscribe from these topics per their preferences.
Migrating integrations
Previously, Marketing Automation users could integrate and create syncs with Zoho or other third-party services, which was sometimes hard to track and led to data duplication.
To streamline integrations between solutions, now only the administrator of both applications can integrate and create syncs in Marketing Automation—and only one integration and sync.
For example, if you want to integrate Marketing Automation in Marketing Plus and Zoho CRM, you need to be the Brand Admin in Marketing Plus and an Administrator in Zoho CRM. Once an account is integrated, other users in your organization can't configure another integration.
If multiple integrations are configured in Marketing Automation, you can see the complete list of all the accounts while migrating to the new version. Make sure to select the account you want to retain in the new version.
Migrating SMS providers
To increase accuracy, SMS campaigns will only be sent to the mobile numbers specified in each contact's Mobile field. If you've used any other field to store the contact information in the older version, the data will need to be moved to the Mobile field to start sending SMS campaigns in this new version.
Migrating Smart URLs
Previously, Smart URLs in Marketing Automation can be created for two custom domains. Now, in the new version, you can create smart URLs using the default or your custom domain. Only one custom domain can be connected. So, while migrating to the new version, you can choose the domain that you want to migrate to the new version.
To access the new version
- Go to the Marketing Automation module in Marketing Plus and click Switch to new version.
- Click Proceed in the pop-up.
- In the Topic Management tab, click Migrate now.
- Select an integration from the Integration tab and click Migrate and Proceed.
Do the same if more integrations are listed in the Integration tab. - In the SMS tab, select your preference.
- Click Migrate and Proceed.
- In the Smart URL tab, select the appropriate domain from the drop down list.
- Click Migrate and Proceed.
- Click Switch Now in the pop-up.
We hope you find this information useful. Please give it a try and feel free to share your valuable feedback with us.
Regards,
The Marketing Plus TeamAccess your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Arun Kumar V
John Legg
Abishek Mazumdar
Sticky Posts
Introducing Budget Board in Zoho Marketing Plus
Hey everyone, Marketing Plus enables marketers to collaborate more effectively and manage their marketing efforts, from campaign planning to execution to performance measurement—all on one platform. One of the most challenging yet critical tasks for marketingPlan, visualize, and execute your marketing projects with a unified marketing calendar
Hey everyone, We're excited to introduce the unified marketing calendar in Marketing Plus, which we're confident will make it easier for you to plan and manage your various marketing activities. Here's the gist of what it is and how you can use it. What'sThe deprecation of Facebook Groups in Social for Zoho Marketing Plus
Hey everyone, With the introduction of v19.0, Facebook recently announced the deprecation of the Facebook Groups API. For this reason, Zoho Social in Zoho Marketing Plus will no longer support publishing posts in your Facebook Groups starting on AprilRefer Zoho Marketing Plus to your friends and earn rewards!
Hey everyone, We would like to thank you from the bottom of our heart for subscribing to Zoho Marketing Plus. Now you have the opportunity to refer Zoho Marketing Plus to your friends or family members who are looking for a suitable solution to empowerSocial in Marketing Plus now supports TikTok, Instagram Stories and Reels, and YouTube Shorts
Hey everyone, We are excited to inform you that Social now allows you to publish on TikTok! We've also updated it to let you create Instagram Stories and Reels, as well as YouTube Shorts. Here's a brief about the updates. Publishing on TikTok Connect
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
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. CompanyAdd Attachment Support to Zoho Flow Mailhook / Email Trigger Module
Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,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.Recruit paid support?
Hi all, Could anyone who has paid support package advise if it provides value for money with regards to support response times? Exploring the idea as unfortunately when we have faced issues with Recruit it has been a 7+ day timescale from reporting toUnusual activity detected from this IP. Please try again after some time
When i try to create new addresses on my account i am getting this error, it has been 24 hours now and i am still getting this error can anyone helpRead webpage - MSXML2.ServerXMLHTTP
I have the following VBA script, put together from various sources (mainly zoho forum/help/support, so it once worked, I guess): private Sub GetListOfSheets() Dim url As String Dim xmlhttp As Object Dim parameters As String Dim html As String range("B1").valueSortie de Zoho TABLE ??
Bonjour, Depuis bientôt 2 ans l'application zoho table est sortie en dehors de l'UE ? Depuis un an elle est annoncée en Europe Mais en vrai, c'est pour quand exactement ??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 thisLimitation with Dynamic Email Attachment Capture
I've discovered a flaw in how Zoho Creator handles email attachments when using the Email-to-Form feature, and I'm hoping the Zoho team can address this in a future update. The Issue According to the official documentation, capturing email attachmentsRecruit API search
Hi all, Attempting to call the search api endpoint from Postman using the word element as mentioned in api docs Search Records - APIs | Online Help - Zoho Recruit When making the call to /v2/Candidates/search?word=Saudi receive response of { "code": "MANDATORY_NOT_FOUND",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" asHow to update Multi File upload field
Assume that i have a multi file upload field,how can i update the same field again?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, asMarketer'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 canZia 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 thatAdd Custom Field Inside Parts Section
How to Add Custom Field Inside Parts Section in Workorder like Category and Sub- CategoryZoho 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 stageTip 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'sDomain 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, organizationZoho 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(insideCopy paste from word document deletes random spaces
Hello Dear Zoho Team, When copying from a word document into Notebook, often I face a problem of the program deleting random spaces between words, the document become terribly faulty, eventhough it is perfect in its original source document (and withoutDesktop 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 toApproval 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'sReporting Limitation on Lead–Product Relation in Zoho CRM
I noticed that Zoho CRM has a default Products related list under Leads. However, when I try to create a report for Lead–Product association, I’m facing some limitations. To fix this, I’m considering adding a multi-lookup field along with a custom relatedSetting 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 feedZoho Projects - Update Feed via API
Hi Projects Team, Please consider adding an API to allow update and retrieval of messages to the Feed. Thank youAutomated 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 fromWhat 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 traditionalRequest for Auto PO - Min–Max based Automated Purchase Feature
Dear Zoho POS Team, I’m writing to request a feature enhancement that would significantly streamline inventory management for businesses using Zoho POS — particularly supermarkets, FMCG retail, and multi-store operations like ours. Feature Requested: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 cumbersomeZoho Analytics Regex Support
When can we expect full regex support in Zoho Analytics SQL such as REGEXP_REPLACE? Sometimes I need to clean the data and using regex functions is the easiest way to achieve this.Automatically CC an address using Zoho CRM Email Templates
Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into ourSolution to Import PST File into Office 365.
MailsDaddy OST to Office 365 Migration Tool is an outstanding solution to recover OST files and migrate them into Office 365 without any hassle. Using this software users can multiple OST files into Office 365 with complete data security. It offers usersSeries Label in the Legend
My legend reads 'Series 1' and 'Series 2'. From everything I read online, Zoho is supposed to change the data names if it's formatted correctly. I have the proper labels on the top of the columns and the right range selected. I assume it's something inAssociate 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. ThanksNext Page