Migrate to new Topic Management and CRM sync setup by September 30

Migrate to new Topic Management and CRM sync setup by September 30

Zoho Campaigns introduced a couple of feature updates last year, including advanced Topic Management setup and an updated Campaigns-CRM sync. Our users had a year's time to understand the changes and implement them.
 
We are inching towards the deadline and the last day to migrate to both new setups is September 30, 2022. For those who are unable to migrate by then, a pop-up will appear on the dashboard. You can either choose to migrate immediately or choose the option to extend the migration date till October 31, 2022. We assure you that, at no point you will be forced to migrate. 

The migration process is easy and it takes only a couple of steps. 

Topic Management setup
 
The migration is mandatory and we request you to implement it immediately. The process is fairly simple: 
 
  • To migrate to the new Topic Management, all you have to do is  go to Zoho Campaigns' dashboard, click on Contacts tab>>Topics >>Click Migrate.
 
(Note: If you run an e-commerce business and have connected more than one e-commerce store, you can only migrate one store at a time as we will not support multiple e-commerce stores moving forward. You will have to create a separate account if you wish to connect your other e-commerce store with Zoho Campaigns)
 
Updated CRM sync
 
This update was introduced to simplify the flow of data between Zoho CRM and Zoho Campaigns. 
 
Follow the simple steps to update your CRM sync.
 
  • Go to Zoho Campaigns dashboard, click on Contacts tab >>Sync services >>Migrate.
 
(In case if you have connected multiple Zoho CRM accounts, then you can only migrate to one Zoho CRM account as we do not support syncing contacts from multiple Zoho CRM accounts moving forward. We only support one brand in Zoho Campaigns. To connect your other CRM account with Zoho Campaigns, you will have to create a separate account )
 
 
We'd like to reiterate that the migration process is simple and will take only a few seconds. However, feel free to reach out to support@zohocampaigns.com in case of any queries or doubts. 
  
 
(Note: We are extending the deadline dates for Zoho One customers who have enabled the Shared Account model till the new version of Marketing Automation is live. The dates will be announced soon.)



    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

                                                          • Tip of the week 03 - Sending emails in batches

                                                            Today's marketers not only want their email marketing to be efficient, but also smart. For an email campaign, you may think you have all the essential elements for lead conversion—a big mailing list, an attractive template design, and the most-engaging message content, but after hitting the ‘send’ button, you may not get the expected conversions. Wondering why? Here’s one of the major reasons. Many marketers miss out on sending the email campaign the right way. Did you know that you should not be
                                                          • Tip of the week 04 - Know about your recipients' 'prime open time.'

                                                            In today's market, the importance of customer behavior is astounding, with a vast amount of research and resources going into finding how customers make decisions. The process of persuading your customers to open your email and click on your call-to-action becomes easy when you understand the psychology behind their behavioral traits. Time to turn into a psychologist! Let's get to the basics—you want your emails to resonate well with your recipients. So, what's the primary thing involved here? It's
                                                          • Zoho Campaigns Expert Diaries on SoundCloud, Spotify, Apple Podcasts, and YouTube

                                                            Hi email champs,  As email marketers, we find great lessons in each other's works—be it the subject lines that worked good, the design that was received well, or the CTA that had the maximum clicks. Email marketing encompasses a wide variety of topics spanning everything from creation and design to development and deliverability.  Here's when we from the Zoho Campaigns team found the need to build an email marketing community comprising of seasoned marketers and email geeks who can help each other
                                                          • Email Deliverability Tip #3: Seal the deal with the preheader

                                                            In the last post, we learned about the subject line. Today we'll be learning about the preheader. A preheader is the short text that follows the subject line in an email. The preheader is designed to hint at what your email message is all about. A good preheader should act as a second subject line and convince your contacts to open the email. Now, let's learn the best way to craft a preheader. Your subject line and preheader should work together and accurately convey the gist of your email. Keep
                                                          • Tip of the week 15 - Add subscription-preferences option. Drive more engagement.

                                                            If crafting content for emails, getting creatives done, and running email campaigns is your love, then unsubscribes are the heartbreakers.  You can save your emails from being unsubscribed/trashed by adding a proper subscription-preferences option in your emails (works best at the time of signup). Giving subscribers the option to choose what they want to receive from you and decide how often (frequency of the emails) your emails should hit their inboxes will increase the reach of your campaigns manifolds. 


                                                          Manage your brands on social media



                                                                Zoho TeamInbox Resources



                                                                    Zoho CRM Plus Resources

                                                                      Zoho Books Resources


                                                                        Zoho Subscriptions Resources

                                                                          Zoho Projects Resources


                                                                            Zoho Sprints Resources


                                                                              Qntrl Resources


                                                                                Zoho Creator Resources



                                                                                    Zoho CRM Resources

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources


                                                                                            Zoho Writer Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ






                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • Enhancements to Zoho Maps integration tasks

                                                                                                            Hello everyone, We're excited to announce enhancements to the Zoho Maps integration tasks in Deluge, which will boost its performance. This post will walk you through the upcoming changes, explain why we're making them, and detail the steps you need to
                                                                                                          • Unable to see Zoho contacts in Zoho app on ios

                                                                                                            Hi Support Team, I am a new user, I have created my account and installed zohomail app on iOS 16 which works. I was also able to import my Gmail contacts into Zoho Contacts, which I can see. The problem is that I can’t see these imported cobalts in Zohomail
                                                                                                          • Task Due Date greater than 10 years.

                                                                                                            We use recurring tasks in Projects where every week, month, year etc Some of our projects are greater than 10 years and we are unable to set a new due date because the difference between start date and due date is greater than 10 years. As an example
                                                                                                          • External User onboarding for zoho connect is not really intuitive.

                                                                                                            So the external user is sent an invite, which has a button that directs them to login to zoho to view the invite, but if they don't have a zoho account, they cannot access that invite, which seems kinda silly, as there is not real way on for them to create
                                                                                                          • Enhance Sign CRM integration

                                                                                                            Hello all, I'm working on a custom Deluge script to enhance the integration between Zoho CRM and Sign by using a writer merge template for additional flexibility. I want to replicate the post-sign document integration that exists between CRM and Sign
                                                                                                          • Hosting external websites on Zoho?

                                                                                                            How can I host my external website on zoho? Do we have that option? I am currently with hostinger and am looking to switch to zoho. Kindly help. Thanks.
                                                                                                          • How to Add Time Formula Duration (hh:mm)

                                                                                                            Hi everyone — I’m trying to create a formula field in Zoho CRM that calculates the difference between a “Call Start Time” and “Call End Time” and displays the duration in HH:MM format (for example: 1:04 for one hour and four minutes). My current setup
                                                                                                          • How can I calculate the physical stock available for sale?

                                                                                                            Hey Zoho Team,  I've tried to calculate the physical stock on hand in various ways - but always receive a mismatch between what's displayed in Zoho Inventory & analytics.  Can you please let me know how the physical stock available for sale is calculated?
                                                                                                          • Set Custom Icon for Custom Modules in new Zoho CRM UI

                                                                                                          • Live Webinar: Getting Started with Zoho WorkDrive - A Complete Overview

                                                                                                            Hello everyone, We’re excited to invite you to our upcoming live webinar! Discover how to set up your team, bring in your data, and make the most of WorkDrive’s collaboration, organization, AI, and security capabilities. This session is perfect for anyone
                                                                                                          • Marketing Tip #4: Build your email list early

                                                                                                            Email marketing has one of the highest returns on investment. Don’t wait until later; start collecting subscribers now. When you've got their attention, you can send them emails about offers, new product launches, seasonal greetings, and more. Try this
                                                                                                          • Is anyone else having trouble saving a custom image in their email signature, or is it just me?

                                                                                                            When I try to save the image I get an error that says "Operation Failed" I opened a support ticket two weeks ago and received a response that it would be debugged, but it still isn’t working
                                                                                                          • Unify Overlapping Functionalities Across Zoho Products

                                                                                                            Hi Zoho One Team, We would like to raise a concern about the current overlap of core functionalities across various Zoho applications. While Zoho offers a rich suite of tools, many applications include similar or identical features—such as shift management,
                                                                                                          • Zoho Desk Domain mapping / Cloudflare CNAME not recognized

                                                                                                            Hello, my website is behind Cloudflare and SSL. From the Cloudflare control panel I added a CNAME record such as support.mydomain.com pointing to desk.cs.zohohost.com but I'm stuck with the message "Make sure you've mapped the CNAME entry..."
                                                                                                          • Power of Automation :: Quick way to associate your Projects with Zoho CRM

                                                                                                            A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and
                                                                                                          • Create an Eye-Catching Announcement Widget for Your Help Center

                                                                                                            Hello Everyone! In this week’s edition, let’s explore how to keep your customers updated with exciting news in the Help Center. See how ZylkerMobile wowed their customers by bringing updates right to their portal. ZylkerMobile, the renowned brand for
                                                                                                          • I want to add my other zoho account in same pc

                                                                                                            why does zoho restrict me doing many things as i also want to add my second mail account bit its not allowing me to do that
                                                                                                          • Search in Zoho Community Not Working

                                                                                                            I realize this is a bit of a meta topic, but the search for the various Zoho Communities appears to not be working. I'm under the impression that they run on some version of the Zoho Desk platform, so I'm posting this here.
                                                                                                          • Capture Stripe’s Customer ID

                                                                                                            Does anyone know of a way to capture Stripe’s customer ID that is created when the form/payment is processed? I would like to have the customer ID stored in our CRM so we could utilize in some custom functions down the road.
                                                                                                          • Custom Modules - Where are Comments??

                                                                                                            In the standard ticket module and in the tasks module, we have an interactive comment box that we can post important details/notes and can tag others if needed. Where is this functionality for Custom Modules? Ideally, custom modules would have very similar,
                                                                                                          • スマホでキャンペンメールを見ると正しく表示されない

                                                                                                            キャンペーンのメール(HTML)を作成しましたが、スマホ表示に切り替えると正しく表示されません(添付参照)過去に作成したキャンペーンでは特に意識してませんでしたが、問題なく表示されていたようです。うまく表示される場合とされない場合の違いは何でしょうか?
                                                                                                          • Dynamic Signature - Record owner

                                                                                                            Hi everyone, I’m using Zoho Writer merge templates from Zoho CRM and have two questions: Owner signature: How can I automatically insert the CRM record owner’s signature in the merged document? I’m not sure where this signature is stored or how to reference
                                                                                                          • Color of Text Box Changes

                                                                                                            Sometimes I find the color of text boxes changed to a different color. This seems to happen when I reopen the same slide deck later. In the image that I am attaching, you see that the colors of the whole "virus," the "irology" part of "virology," and
                                                                                                          • PUNJAB NATIONAL BANK (CORPORATE) INDIA - NOT AVAILABLE IN BANKING

                                                                                                            Dear sir, Kindly fix it. PUNJAB NATIONAL BANK (INDIA) is available but PUNJAB NATIONAL BANK (CORPORATE) is not available. Kindly enable this banking since we need to categorize the entries. Regards, Sanjay Jena email id/ user id : travewithmerchant@
                                                                                                          • Amazon invoice in Zoho Books

                                                                                                            I have just made my first few sales on Amazon India. Amazon Seller account generates invoices for the sales made on Amazon. These invoices are sent to customers also. Now when I was only making offline sales, I used to create Invoices in Zoho Book. Now
                                                                                                          • CUSTOM FUNCTION GIVE ERROR #EVAL!

                                                                                                            CUSTEM FUNCTION CREATE KYA ZOHOSHEET ME US FUNCTION KO USE KIYA LEKIN DATA TO SAHI HAI LAKIN DATA SHEET ME NAHI LAG LAHA HAI KRUPYA SOLVE KARE MY CODE IS float ADDTWO_TWO(float NO1, float NO2) { ADD = NO1 + NO2; return ADD; }
                                                                                                          • Zoho ShowTime: Certificates of Completion - Award your learners with a sense of achievement

                                                                                                            In our increasingly competitive market, professional trainers need to differentiate themselves if they are to survive. One way to do this is to focus on innovation and deliver an ideal learning experience. By developing a renowned certificate program that provides learners with a specialized skill set for a particular industry, both trainees and future prospects will recognize the trainer's leadership in that field. This can help with long-term growth, revenue generation, and even marketing and branding.
                                                                                                          • Shortcut to fill a range of cells

                                                                                                            Good evening: I'm writing because I haven't been able to find a feature that allows you to select a range of cells, type in one of them, and then use a key combination to type in all of them. In Excel, the keyboard shortcut is Ctrl+Enter. I haven't found
                                                                                                          • Playback and Management Enhancements for Zoho Quartz Recordings

                                                                                                            Hello Zoho Team, We hope you're all doing well. We would like to submit a feature request related to Zoho Quartz, the tool used to record and share browser sessions with Zoho Support. 🎯 Current Functionality As of now, Zoho Quartz allows users to record
                                                                                                          • Bigin Android app update: Zoho Books integration

                                                                                                            Hello everyone! We’re excited to introduce Zoho Books integration on the Bigin Android App. Once the integration is completed in the web(bigin.zoho.com), the Zoho Books tab will be visible in detail View of Contacts, Companies, and Pipeline records. The
                                                                                                          • IMAP Migration from Gmail

                                                                                                            I have been trying to import my email from a Gmail server and keep receiving the following error. I have reduced the security, activated imap and no improvement. The link to the Google support item has not helped. Unable to connect to your account. Please
                                                                                                          • Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts Click here to get unblocked.

                                                                                                            When entering my account, this error is thrown at me, and I deleted a good part of my deleted messages, but I still can not unblock it, I would appreciate your help. reservas@lineasperutravel.com
                                                                                                          • Email login error

                                                                                                            Login successfully but email page error
                                                                                                          • Request for Creating Multiple Email Accounts on One Mobile Number

                                                                                                            Dear Zoho Team, I am planning to shift all my work-related communication to Zoho Mail because of its reliability and features. For my work, I need to create 3–4 separate email accounts for different purposes. Could you please confirm if it is possible
                                                                                                          • Signature issue

                                                                                                            Problem: The signature does not appear when replying or forwarding an email. solve issue: settintgs/Signature Check option place a signature above the content with quotation marks
                                                                                                          • mail admin not loading

                                                                                                            i am trying to login to mailadmin ... gears keeps rotating forever... its not a password issue whats so ever ... not cookies issues whatsoever from android app i can login but there so few things to do from there .. i changed ip address the same... i
                                                                                                          • Unify All Zoho Video Meeting Experiences into One Standardized Platform

                                                                                                            Hi Zoho Team, We would like to share an important user experience concern regarding the current state of video meeting functionality across the Zoho ecosystem. The Problem Within Zoho, there are multiple ways to initiate or schedule a video meeting: Zoho
                                                                                                          • Changing Account in Quote form does not update address information.

                                                                                                            I am trying to update the address information in a quote I've created. I corrected the address in the "Account" but that did not change in the quote. If I re-enter the Account Name in the Quote form, nothing updates. How do I fix this?
                                                                                                          • Zoho One Backup of entire account

                                                                                                            Hello, When using Zoho one is there a way to backup your entire account of all apps that you are using \ activively using in a single step or do you have to backup each applications data individually? Thanks,
                                                                                                          • ZIA in Zoho Cliq

                                                                                                            Is It possible to use the ZIA feature from Zoho Analytics in the Zoho Cliq?
                                                                                                          • Next Page