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
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
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
inventory removal at packing list or shipment.
currently our system is set to remove inventory at invoice. This is creating an inventory nightmare? Is it possible to change the settings to remove the item from inventory at either the packing slip stage or shipping the item.How to add employee and not invite them to log in?
I want to add 50 employees, but invite them only when everything will be configured and ready. Is it possible? Should we create employee profiles and then convert them later? Thank you,How do I import Connected Records for a Deal?
Can you point me to an example of the CSV file that would add related records to an existing CRM Deal? I imported a Deal, then tried importing a connected record using a unique ID that references the Deal ID, but it doesn't attach it to the Deal recHow is Your eCommerce Experience w/Zoho Inventory?
First off, I'm SUPER grateful for the advent of Zoho Inventory and now the Zoho Commerce Suite. Overall, Inventory is a great product, especially for customers without an eCommerce presence. For eCommerce companies (especially those shipping more than ~10 packages/day), however, there are certain drawbacks that keep my clients from moving over to Zoho Inventory: Cons: 1. Invoice + Package Creation from Shopify/Other eCommerce Integrations: Zoho Inventory makes the somewhat perplexing decision toAbility to Use Both AND and OR When Creating Rules (Advanced Conditions)
I'd like to be able to use more complicated logic when setting up rules. E.g. in Zoho Mail, I can choose "Advanced conditions (AND/OR) to create a rule that can be applied to multiple subject lines from the same sender. But in Zoho TeamInbox, I will haveZoho Desktop App- Unable to Minimize/Freezes
I'm having issues with my Zoho Mail desktop app (PC). When go on my desktop and open the app this is what happens: - Unable to minimize and close app (in the screenshot attached you can see at the top right there is no option to minimize/close) - UnableZoho Invoice Zapier Integration
Is there still a way to use Zapier with Zoho Invoice? I've read online that that migrated to Zoho Books or Billing but since I am just using Invoice I can not find a Zapier Connection anymore.Conect chat of salesiq with zoho cliq
Is there any way to answer from zoho cliq the chat of salesiq initiated by customers?Bug: OAuth 2.0 State Parameter fails with Pipe Delimiters (RFC 6749 Non-Compliance)
I've discovered a bug in how Zoho's API Console handles the OAuth 2.0 authorization flow when the state parameter contains pipe characters (|), and I'm hoping the Zoho team can address this in a future update. The Issue Zoho's OAuth 2.0 implementationZobot with Plugs
Hello, I am having a problem with Zobot using Plugs. Here is my current flow: When I run the flow, I should immediately see the messages from the initial cards (Send Message cards), then after running the plug, and finally, see the messages after thePrint a document from Zoho Writer via Zoho Creator
If i use the code below i can get writer to create a new document or email it to me but i want to be able to print it directly from the browser and not have to send it via email and then print. Below is the code im using. Attached options form zoho writerIs it possible to use HTML formatting in SMS messages sent from Zoho?
Hi everyone, I have a question regarding sending SMS from Zoho When we send emails from Zoho, we can include HTML code to format the message (like adding links, styling, etc.). Is it possible to do something similar when sending SMS messages through ZohoZoho Sign 2025–2026: What's new and what's next
Hello! Every year at Zoho Sign, we work hard to make document signing and agreement execution easy for all users. This year we sat down with our head of product, Mr. Subramanian Thayumanasamy, to discuss what we delivered in 2025 and our goals for 2026.Training for How can i Operate the Software Features
need to Help for Training of the ZOHO Billing SoftwareAutomating Vendor Contract Management between Zoho Contracts and Zoho Books using Zoho Flow
Managing vendor agreements across procurement and finance systems often requires manually downloading executed contracts and attaching them to vendor records. This can become time-consuming and difficult to manage when dealing with a large number of contracts.Problem applying batch operation error keeps looping that error
Problem applying batch operation error keeps looping that error an wont loginShared Email Sending Duplicate Copies of Emails
Hi there, We recently have moved our info@ email to Team Inbox to trial. We set this channel up using the Microsoft setup which works fine and have 3 users. I am wanting to know: 1. When I send a new email, it will create a copy of that email and sendmerhaba
merhaba sosyal medya paketimiz mevcut ama yorumları göremiyoruz ve o yüzden cevap veremiyoruz destek rica ediyoruz.Teaminbox not working
We couldn't send or receive any mail within the team inbox. Displaying error 'Unable to process this request.'Related lists New option in missing
hi I have created quite a few modules and added as related lists to my main module. Some have new, some dont I can not see why?Detailed list of scoring rules in Zoho CRM
Good morning Zoho community, warm greetings The reason for my message today is that I have a problem with my CRM, which I will explain below: Our organization has scoring rules designed to rate our potential customers or leads in the application basedCliq and ToDo integrations?
I'm a bit surprised not to find any way to open a Cliq chat for the current thread, or to create a Zoho Mail ToDo from a thread. Are these on the roadmap?Reply-to names are mangled
Hello, I'm seeing an odd behavior in replies. Steps to reproduce: 1. Click reply to an email from "John Doe <doe.john@example.com> in TeamInbox Expected outcome: TO field pre-filled with "John Doe <doe.john@example.com>" Actual outcome: TO field pre-filledI CANT UPGRADE MY FREE ACCOUNT
I TRY TO UPGRADE MY FREE ACCOUNT AND I COULD NOT UPGRADE IT CAN SOMEBODY TELL ME WHY? AND I HAVE THE MONEY SO.Why does the Address field show the wrong map location even with a correct Pincode?
I am noticing an issue with the Address field map in Zoho Creator. When I enter a city name that exists in multiple locations within the same state, the map sometimes points to the wrong area even if I have entered the correct Pincode. Currently, it seemsLevel up your ASO game with tags & categories in store reviews
Introducing tags and categories in Apptics' store reviews Dear Apptics community, If your app is listed on the Play Store or App Store, you already know how important store reviews and ratings are. They’re one of the most direct signals of user sentimentIncluding attachments with estimates
How can attachments be included when an estimate is sent/emailed and when downloaded as a .pdf? Generally speaking, attachments should be included as part of an estimate package. Ultimately, this is also true for work orders and invoices.Adding VENDOR SKU to PURCHASE ORDERS
how can we add the Vendor SKU when issuing a Purchase Order , so the PO shows the Supplier SKU and our own Internal SKU , which is what we want to receive into the system .Possible to freely prompt/query CRM data using Zia?
Is it possible to prompt Zia to query on any information stored in the CRM, especially on the data stored in custom text fields? My use case is the people in my organisation have entered lots of text in custom text fields to capture information from anRestrict employees to take only one day holiday from a multi-day festival holiday
Hi everyone, I have a requirement related to Optional/Festival Holidays in Zoho People. For example, in the month of May there are three optional holiday dates: May 11, May 12, and May 13. Employees can choose one of these days as their optional holiday.Cannot modify colours in invoice email template
I have tried switching browsers... but I cannot change the (pretty horrible) default colours in the preset email when sending an invoice... the blue banner, red outstanding total and the bright green button... I can change other things but not the colours?Cannot find zpuid for Zoho Projects user
I'm using the Zoho Projects v3 API to create a task. The task is created successfully, but in order to assign the task owner, the "Create a Task" API also requires the zpuid of the task owner. Unfortunately I cannot find any user-related API calls thatPrint a document from Zoho Writer via Zoho Creator
If i use the code below i can get writer to create a new document or email it to me but i want to be able to print it directly from the browser and not have to send it via email and then print. Below is the code im using. Attached options form zoho writerAllow styling for specific Subform fields in Zoho Creator
Sometimes in forms we need to visually highlight a specific field inside a Subform (for example Sanctioned Amount, Approved Value, Critical Fields, etc.) so that users immediately notice it while entering data. Currently there is no direct UI option toCareer site URL - Suggestion to modify URL of non-english job posting
Hi, I would like to suggest making a few modification to career sites that are not in english. Currently, the URL are a mix of different languages and are very long. It makes for very unprofessional looking URLs... Here is an example of one of our URL3/18 オンライン勉強会のお知らせ Zoho ワークアウト （無料）
ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 3月開催のZoho ワークアウトの開催が決定しましたのでご案内します。 今回はZoomにて、オンライン開催します。 ▶︎参加登録はこちら（無料） https://us02web.zoom.us/meeting/register/BoNTN7zYR8OvOPGShqBY0A ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目指すイベントです。New 2026 Application Themes
Love the new themes - shame you can't get a little more granular with the colours, ie 3 different colours so one for the dropdown menu background. Also, I did have our logo above the application name but it appears you can't change logo placement positionPlaceholder format in Number field does not reflect Max Digits configuration
When the Max Digits (Maximum digits of number) property is set to a smaller value (for example, 2 digits), the placeholder in the input field still displays a 7-digit format (#######). The same behavior can also be observed in Decimal and Currency fieldHow does SKU work when selling products in parts in Zoho Inventory
Hello everyone, Zoho Inventory does not understand the physical cutting of the piece.. It only tracks quantities of the unit (like feet ). So when you sell part of an item, the system simply reduces quantity for that SKU. Assume that i have a 50 ft longAbility to Attach Record-Specific Files Automatically in Workflow Email Templates
Currently in Zoho CRM, email templates allow attachments to be added, but these attachments are static and remain the same for every recipient. There is no straightforward option to automatically attach a file that is stored within the specific CRM recordNext Page