New product updates to improve your user experience and email marketing results
Hello users,
Thank you for choosing us and providing your continuous trust throughout your email marketing journey! Today, we're excited to launch organization-level segments, multi-portals, and updates to workflow. We hope these updates will help you perform smooth email marketing to engage and nurture your contacts and boost sales.
If you have questions at the end, would like to see these in practice, or require more details, feel free to reach us at support@zohocampaigns.com.
Here are the details of the new product updates:
Segments
Previously, it was possible to create segments within a list to send targeted email campaigns to contacts in that particular list. With this update, you will now be able to access all segments at an organizational level.
For example, if you want to maintain a database of contacts in your account from any particular region—say, Paris—you can create a segment for it with the name 'Paris.' The next time you add a contact from Paris to your account, they will automatically get added to the segment 'Paris'. No matter what list or topic the contact is under, if you've set a criteria for segment, the contact meeting that criteria will automatically be added to that particular segment.
FAQs
What's the difference between a list and a segment?
A list remains static—that is, it can accept only contacts that are manually added, synced, or added by any form of automation (including workflow, form submission, response action, etc.) Whereas, in segments, whenever the defined criteria set is met, the contacts will be added continuously.
What happens to the existing segments in my account?
All the existing segments under a list will automatically be migrated to the organization-level segments.
Can I choose a segment to send emails?
Yes, since segments are separate from lists after the update, you can directly choose a segment while adding recipients and send emails to that particular segment.
How is this update rolled out?
All users will be able to create organization-level segments from November 17, 2021.
Can segments be used in automation?
Segments can be used as triggers in workflows but not in autoresponders for this update. We will extend support for segments in autoresponders shortly.
Will existing workflows be impacted while segments are added?
No, existing workflows won't be impacted during this process.
Multi-portal support
Earlier it was possible for you to be a part of only one organization. Now you can access multiple organizations from the same account. If you are a member of multiple organizations, you can switch portals (organizations) and choose which organization to monitor or control with the help of the multi-portal support.
For example, if you're an email marketer for three different brands (say, Zylker FoodHub, Zylker Fashion, and Zylker Electronics) of the same company (Zylker), you can have individual portals set up for these three brands under one account using the multi-portal support, and you can switch between these portals as and when required. You can also select a default portal based on the usage.
FAQs
Can users in other portals be added to my portal?
Yes, if you're an admin for any of the portals, you can add multiple users from different portals to your portal by sending them an invite.
Can I modify my portal name?
Yes, you can modify your portal name, which will in turn reflect in the URL. Your current URL will be replaced by the URL with your portal name instead of your organization ID.
Can I own multiple portals?
No, you can only own a single portal, but you can be a part of multiple portals.
Can I use my same email address in order to send an email campaign using my account in a different portal?
No, you'll need to use separate email addresses for each portal if you intend to send an email campaign using your account in a different portal. This is to prevent abuse complaints that impact the delivery rate of the organization and to reduce your chance of being flagged as spam by email service providers.
What about my license?
Your license is per portal. I.e., each portal should be subscribed to a specific plan (either free or paid).
How is this update rolled out?
All existing and new users can access multi-portal support from November 17, 2021.
Workflow enhancement
Note: A workflow is a feature that's only available to subscriber-based plan users and bundle users (Zoho One, CRM Plus and Marketing Plus).
To make using workflows easier, we've removed a few components from them while making sure that the workflow functionalities are still intact. Also, based on the suggestions from and challenges faced by our users, we've enhanced the workflows to solve various brand needs more efficiently and easier.
Challenge
Inability to automatically send a contact through the same workflow multiple times.
Solution
With this update, any contact can automatically re-enter a workflow. All you will have to do is to specify the triggers through which contacts can enter the workflow again using the Re-entry criteria.
FAQs
Can all triggers be used for contact re-entry?
No. In order to prevent multiple executions of a workflow, the Email action trigger cannot be used for contact re-entry. This is because it is likely that a contact opens/clicks/replies to the same campaign multiple times.
Can contact re-entry be set up for existing workflows?
Re-enrollment will be enabled only for new workflows. Existing workflows will not have this option.
Challenge
Difficulty in determining the duration of the time delay between each component.
Solution
The time delay process has been updated along with a UI change, and the component in the canvas has been expanded to accommodate the configuration made.
Challenge
Complexity in understanding and accurately using the Response action in 'Send Email' actions.
Solution
Now you can select an email for which you want to check the response and create different processes that follow. The branches can be created to match the recipient's behavior, including sent, opened, unopened, clicked, not clicked, replied, not replied, specific link clicked, ignored, and bounced. If any of the recipients qualify for multiple branches, they will be sent through each of them.
Additionally, a topic has to be mapped for each email sent from the journey. If a recipient in the previous component is not subscribed to the topic of the email campaign in the workflow, they will automatically be moved to the "Ignored" branch of its response component.
Challenge
Inability to automatically move contacts to another path in email Response action based on their behavior pattern because of the common delay period that's initially set up.
Solution
Now you can trigger a response action to your contacts' reponses without setting up a delay period, thus allowing the contact to go through multiple paths based on their response actions. The response action that triggers your workflow includes sent, opened, replied, ignored, clicked on any link, and clicked on specific link.
Other changes
Exit Criteria is now called Workflow Goal
You can set a workflow goal using a criteria builder. Once a contact matches this goal, they will be removed from the workflow. We've only updated the name of this feature—how it functions remains the same.
Setting to remove contacts that don't match the triggers
If a contact needs to be retained or removed from a workflow in case they either qualify or do not qualify in future for the trigger criteria you've set, you can specify it so that it's automatically done.
Entered a segment trigger
When a contact is added to a segment, you can trigger a journey in the workflow and take necessary actions in order to nurture or engage with them.
Subscription management action
Now you can manage your contacts' subscription status by choosing between:
- Adding topics to marketing contacts
- Removing topics from marketing contacts
- Unsubscribing the contact from all communication
- Marking the contact as non-marketing
Updated the Date field trigger
Based on a specific calendar date or a date property, you can now trigger a journey. This is added in Workflows so that the Date field autoresponder can be removed.
Simplified workflow reports
The summary tab will now have only two charts—a line chart of contacts entered and goals achieved, and a bar chart of the count of contacts entered, exited, re-enrolled, and goals achieved.
Email activity condition
Now you can allow the entry of contacts into your workflow based on their email activity. Select any of your email campaigns and choose an email action to check contact interaction and create targeted actions to stay relevant in their inbox. Email actions includes sent, not sent, opened, not opened, replied, opened but not replied, ignored, clicked on any link, opened but not clicked on any link, and clicked on specific link.
New grouping of components
The Process section now includes Random split, Simple split, Multi-way split, Merge, Wait condition, and Check email activity
The End of workflow actions, and other actions from the Process section, are now combined into a single section called Actions. This new section includes:
- Send an internal email
- Add time delay
- Assign tag
- Remove tag
- Update field
- Add to list
- Remove from list
- Remove from journey
- Move to another journey
- Send email
- Push data
- Create task
FAQs
How is this update rolled out?
Users signing up after November 17, 2021 will have the updated workflows.
For existing workflows of current users: There will be no impact if it is running. Any new workflow you create after November 17, 2021 will have the updated components.
Beyond September 30, 2022, we will deprecate support for all existing workflows that use old components.
If you'd like to have a better understanding about the changes in workflows or you require examples on how to go about these changes for the newly added and removed components, find more information in detail here.
We promise that we're working on a lot of features and functionalities to help you in your email marketing journey with us. If you have any suggestions or queries, we'd be more than happy to hear them. It is your feedback that will help us improve our services for you and our fellow email marketers. So, please feel free to write your experience/feedback to us at support@zohocampaigns.com or comment them down! :)
Thank you,
Team Zoho Campaigns
Access 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
Annet M
Solutions to Success - Milton
Umashankar S
Sticky Posts
Marketer's Space: Proven tips to improve open rates – Part II
Hello Marketers! Welcome back to another post in Marketer's Space! We're continuing from where we left off a fortnight ago. We ended the previous post discussing the subject line, and we'll continue from there. Let's dive right in. Pre-header Pre-headerTip 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 beTip 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'sZoho 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 otherEmail 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
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
Stop the Workarounds: We Need Native Multi-Step Forms
After over 17 years of community requests, I'm hoping the Zoho team can finally address the lack of native multi-page form support in Zoho Creator. This has been one of the longest-standing feature requests in the community, with threads spanning nearlyCRM 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 filesQueries on Project-Based Inventory Consumption and Proforma Invoice in Zoho ERP
We would appreciate your clarification on how Zoho ERP plans to handle the following: Project-based inventory consumption without itemized sales orders Accurate project cost tracking along with inventory reduction Proforma Invoice usage We look forwardI can't add a new customer in Zoho invoice? Anyone had this issue before?
Ive been using Zoho invoice for over 6 years. Today I wanted to add a new customer to send an invoice to but it doesn't save when I try to access it from the pulldown menu when you go to send a new invoice.Spreadsheet View click & focus issue in Arabic (RTL) localization
Hello Zoho Support Team, I am facing an issue in Zoho Creator Spreadsheet View when using Arabic localization (RTL). Scenario: My app supports English (LTR) and Arabic (RTL). I created a Spreadsheet View for a form. In English, everything works correctly.Fix the speed
It takes ages to load on every step even though my dataset is quite small.Copy contents of File Upload Field into Workdrive
Hello, I have set up our CRM so that a Workdrive folder is automatically created for each Deal via workflow, this adds the id of the folder into a dedicated field. We also have a field on each Deal called 'Approved Layout', which is a file upload field.Can I add Conditional merge tags on my Templates?
Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letterCustomer address in Zoho Bookings
Hello, Is it possible to add customer address information to the Zoho bookings appointment screen? Or have it pull that information automatically from the CRM? We are wanting to use this as a field management software but it is difficult to pull the address from multiple sources when it would be ideal to have a clickable address on the appointment screen that opens up the user's maps. It would also be advantageous for the "list view" to show appointment times instead of just duration and bookingGhost email notification on a form
Hello, We have recently encountered an error where I can not see a email notification set up for a form which I am currently the owner, although neither the form nor the notification were created by me. However, neither can the Super Admin access theIntroducing Record Category in CRM: Group options to see record status at a glance.
Release update: Currently available for CN, JP, and AU DCs (all paid editions). It will be made available to other DCs by mid-March. Hello everyone, We are pleased to introduce Record Category in Zoho CRM - a new capability where the user can get an overviewbulk edit records and run internal logic
hi there is few logics in manner "it this than that" logics work well when i edit entry openning it one by one (via workflow "on add/edit - on success" , for custom field "on update/on user input") but when i try bulk edit records - logic does not work. how can i turn on logic to work as programmed - for mass editing records via bulk edit?Dheeraj Sudan and Meenu Hinduja-How do I customize Zoho apps to suit my needs?
Hi Everyone, I'm Meenu Hinduja and my husband Dheeraj Sudan, run a business. I’m looking to tweak a few things to fit my needs, and I’d love to hear what customizations others have done. Any tips or examples would be super helpful! Regards Dheeraj SudanBulk bank rule creatioin
Hi team, I am exploring Option to create a multiple bank rule. Could please suggest the option to implement this?Limitations on editing a message in Cliq
Hi I've checked the documentations and there's no mention of how many times a message can be edited. When trying with code, I get various numbers such as ~1000 edits or so. Please mention if there's a limit on how many times one can change a message viaZoho mail account ownership transfer
We recently took over another company and have assumed responsibility for its Zoho account, including Zoho Mail and all related services. We would like to formally transfer ownership of this account to our organization. Could you please outline the completeemail address autocomplete
Is there a way to eliminate certain addresses from showing up in auto complete when entering an address? Many old and unused addresses currently show up, many of which I would like to get rid of. ThanksHow to use MAIL without Dashboard?
Whenever I open Mail, it opens Dashboard. This makes Mail area very small and also I cannot manage Folders (like delete/rename) etc. I want to know if there is any way to open only Mail apps and not the Dashboard.Introducing Radio Buttons and Numeric Range Sliders in Zoho CRM
Release update: Currently out for CN, JP, AU and CA DCs (Free and standard editions). For other DCs, this will be released by mid-March. Hello everyone, We are pleased to share with you that Zoho CRM's Layout Editor now includes two new field formats—User is already present in another account error in assigning users to marketing automation
Hello everyone Greeting, I had a problem in assigning user in marketing automation, when I try to add it I see this error: (User is already present in another account error) what should I do?How can i download and secure all my mails from the archive folders?
Hi, i would like to download all my mails from my archive folders and secure it on my external HDD. Is this possible? Thx. amirHow to open filtered report in popup using Zoho Creator Deluge?
First report: There is so many records in Report, If I click one record, pop up is occur. Second report (Pop up): there is also so many record data, and this pop up is also Report, not Form. First report: It has got "Sales Order" field. when I click anyDeluge Function to Update Custom Field
I'm trying to get a Deluge function (which will run as part of a Schedule in Desk) that retrieves all tickets with the status "Recurring" and updates the custom field checkbox "cf_recurring" to "true". Here's what I have, which doesn't work: searchValueMake panel configuration interface wider
Hi there, The same way you changed the custom function editor's interface wider, it would be nice to be able to edit panels in pages using the full width of the screen rather than the currently max-width: 1368px. Is there a reason for having the configuration panel not taking the full width? Its impossible at this width to edit panels that have a lot of elements. Please change it to 100% so we can better edit the layouts. Thanks! B.Can you default reports/charts to report the current week?
Our data table maintains two years of data. Management wants certain report to automatically filter the report to the latest calendar week. I know I can do this manually with filters but I want the report to automatically default to the latest calendarRendering PDF to view on page
My company upload lots of PDF files onto Zoho. But every time we open it, it downloads the file instead of viewing it on the web page. Does Zoho allow uploaded PDF files to be rendered to view on web page yet? I've been trying to use <embed> or <object> but it cannot be loaded. (similar thread: https://help.zoho.com/portal/community/topic/how-to-open-a-pdf-file-of-a-view-in-preview-mode)Overlapping Reports in Dashboards
It's rare, but occasionally it would be a good feature if I were able to overlap reports, either fully or partially in the Dashboards. Also, then having the ability to move objects to the front or rear, or make them transparent/translucent would be goodFeature request - pin or flag note
Hi, It would be great if you could either pin or flag one or more notes so that they remain visible when there are a bunch of notes and some get hidden in the list. Sometimes you are looking for a particular name that gets lost in a bunch of less importantAdmin guide: Handling Mailbox Settings for better user management
Managing day-to-day email scenarios, such as supporting users with multiple email addresses, ensuring uninterrupted email access during employee absences, enabling secure mailbox sharing, and enforcing organizational security and compliance, can be challenging"View ticket" link is broken
The "View ticket" link in our Zoho ticketing system confirmation emails is broken (please see attached). Impacts ability to update/review details, and, refresh recollection at a later date. Any help would be much appreciated.Unable to attach Work Order / Service Appointment PDF to Email Notifications (Zoho FSM)
I’m trying to include the Work Order PDF or Service Appointment PDF as an attachment in Email Notifications (automation/notification templates), but I don’t see any option to attach these generated PDFs. Is this currently supported in Zoho FSM? If not,Cisco Webex Calling Intergration
Hi Guys, Our organisation is looking at a move from Salesforce to Zoho. We have found there is no support for Cisco Webex Calling however? Is there a way to enable this or are there any apps which can provide this? Thanks!Designing a practical Zoho setup for a small business: lessons from a real implementation
I recently finished setting up a Zoho-based operating system for a small but growing consumer beauty business (GlowAtHomeBeauty), and I wanted to share a practical takeaway for other founders and implementers. The business wasn’t failing because of lackDKIM (Marketing emails) UNVERIFIED (Zoho One)
I'm having a problem with Zoho One verifying my Marketing Email DKIM Record for MYFINISHERPHOTOS.COM. I have removed and re-entered the ownership, DKIM (Transactional emails), SPF and Marketing DKIM and all of them come back verified except the DKIM (MarketingZoho Recruit Community Meet-up - India
Namaste, India. 🙏🏼 The Zoho Recruit team is hitting the road—and we 're absolutely excited behind the scenes. Join us for the Zoho Recruit India Meet-up 2026, a morning designed to make your recruiting life easier (and a lot more effective). Date CityGenerate a Zoho Sign link
From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more
Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),Is it possible to create a word cloud chart in ZoHo Analystics?
Hi there, I have a volume of transaction text that I would like to analyse using word cloud (or other approcah to detect and present word frequency in a dataset). For example, I have 50,000 records describing menu items in restaurants. I want to be ableWhatsApp IM in Zoho Desk always routes to Admin instead of assigned agent
Hello Zoho Experts, I connected WhatsApp IM to my Zoho Desk account. I only assigned my Customer Service (CS) agent to the WhatsApp channel, and I did NOT include Admin in this channel. However, every new WhatsApp conversation automatically gets assignedKaizen #198: Using Client Script for Custom Validation in Blueprint
Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Next Page