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
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 | Zoho Campaigns
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 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. KeepTip 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.
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns 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
IP Addresses for Whitelist
Hi, Where can I get a list of the IP addresses I need to whitelist for accessing Zoho Desk? TIAWe would like to make a separate, internal-only knowledge base. Is it possible to have a public department but not display it in the help center?
It seems like it is not possible to display/hide the knowledge base from the help center per department. Is there a way to do this? It looks like all department knowledge bases are displayed if they are public, and there is no way to hide one from the help center while keeping it accessible via a permalink URL. For example, lets say I have one KB for Clients and one for Employees. I want to keep my Clients KB public, and also want the Employees KB to be public, but NOT displayed in the help center.Template Email Reset Password
Hi It is possible to customize the email that comes to a Customer Portal user? It comes in English and need this in Spanish. Esteban Elias Preventa Tecnica - Educacion Xpears.comURL_ROLLING_THROTTLES_LIMIT_EXCEEDED
Hello, for several times now we are getting URL_ROLLING_THROTTLES_LIMIT_EXCEEDED in the Failure tab. What does it mean, and how can we solve this? Thanks, M.Possible to customise list of file attachment options?
Is it possible to customise (disable/remove) the list of file attachment options (see screenshot below)? I would like the users to only use the options "Link (URL)" and "Other Cloud Drives". I have super admin rights to customise the CRM.Automating CRM backup storage?
Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,Ayuda con zoho creator x zoho Crm
Hola a todos, Estoy teniendo dificultades al sincronizar datos entre Zoho Creator y Zoho CRM. Mi objetivo es lo siguiente: Busque un registro en el módulo Contactsde Zoho CRM utilizando el correo electrónico del registro de Zoho Creator. Si se encuentraInvoices with billable time and expenses
I cannot seem to get a straight answer. We are looking to create an invoice to send to our clients, but it needs to have the following on it: 1. Billable hours for each employee. All hours for the pay period on one line, by employee. 2. Expenses for eachURL for downloading uploaded file - THE SOLUTION
Hi, I would like to share the solution for downloading uploaded files using url. There is no documentation for it and there are multiple forum threads with old solutions that didn't work for me. Here is the updated url - tested and works! fet = form_name[IDAll Tasks Queued for Last 3+ Hours
How does one resolve this? All of my tasks, from many different Flows, are stuck in the "Queued" status. This is interrupting my business processes, which depend on the timely execution of automations.Why can't I connect to the software suddenly? Network error, internal error, unable to contact you
Why can't I connect to the software suddenly? Network error, internal error, unable to contact youAuto Generated Invoice number YEAR
Auto Generated Invoice number shows transaction year as 25 even though it's 24 still.The Social Wall: December 2024
Hey everyone, As the year comes to an end, and the festive spirit fills the air, we're thrilled to bring to you the final edition of the Social Wall for 2024. Let's see what updates went live during December, and then go on with planning the new year!Not displaying a newly created window within an application
On a specific stock trading application (see image below), when a newly created full screen operation is invoked (File->New) oft times it is invisible (the mouse input is correctly routed to the new window but the hover over contents shows the invisibleZia Call Intelligence only up 10 License
I have been trying to install Call Intelligence for two days now, but strangely, the button is missing at this point. The documentation could be better, but most importantly, someone should inform small businesses like us that they don’t even bother enablingLast payroll of the year gives me an error
Trying to run the last payroll of the year. The payment doesn't get to the employee until 1/1/25, which is correct. However when I try to process it I get the following error: Tax calculation is not supported for the year 2025. Please change the Pay date.Global Outage - Please Update Current Status
It looks like Zoho Mail services are down everywhere. Please update with current status and time-to-resolution.Is the filename of an attachment restricted to only certain languages?
Hi, I tried to create a file card in a notebook, but I encountered an issue: when the filename of an attachment is in languages other than the main ones (such as English, Japanese, or Simplified Chinese......), syncing stops or the filenames become garbledSync workspace - table
I have connected two workspaces and I have imported two different query tables from one workspace to the other one, that was a succes. But now I want to import another query table from the same workspace to the other but I get an error. Why is that? (thereOdd Authorization warnings
I'm a superadmin for Zoho One and double-checed that I was an Admin role in Teams. Every once in awhile, I'll get a strange notification that I can't do something (usually deleting something although I am under the 250 thread limit). Is there somewhereZoho und die Art, Dinge zu tun
Zoho und die Art, Dinge zu tun Ich habe Zoho seit über zehn Jahren in verschiedenen Projekten implementiert – einige groß, andere sehr groß – und habe sogar für einen der weltweit führenden Zoho-Partner gearbeitet. Jedes Mal, wenn ich ein Zoho-Implementierungsprojektis zoho CRM down today ?
Is zoho CRM down today ?Free webinar: Zoho Sign 2024 wrap-up - Everything that is new and has changed
Hello, Are you looking up to catch up on all the updates made to Zoho Sign in 2024? Or are you still figuring out how you can use Zoho Sign better to get business paperwork done more efficiently? If so, we invite you to join us this Thursday, DecemberView of all Leads (+converted)
Hi, Is there a View of all Leads this month includung converted? If not how can I create one? ThanksZoho Projects is down
Is anyone else having problems getting to Zoho Projects? We are getting a Zoho server error, impacting our business.... I thought Zoho had HA for their Applications!?Facilitate business processes by mandating Kiosks in your Blueprint's transition settings
Hello everyone, We've made a few enhancements to Kiosk Studio. Blueprints provide a structured and systematic approach to executing business processes, and you can use Kiosks to build custom capabilities to retrieve, collect, and execute actions on CRMDevelop and publish a Zoho Recruit extension on the marketplace
Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.Zoho Payroll [India Edition] - ICICI Bank Integration
It seems that ICICI integration with Payroll (and other Zoho apps) has become progressively more difficult this year. It was great until last year but then some apps started requiring a token generated on ICICI website. The whole point of Direct DepositServidores caidos?
Buenas, Hoy 30/12/2024, mi empresa esta sufriendo bastante problemas para acceder a las aplicaciones de Zoho. No sabemos si es solo nuestra compañia o esta afectado a todos. Cuando intentamos acceder a las aplicaciones nos salta el siguiente error: AAdd an action to set agent as a member of a team in zoho desk
Hi, Please add an action to zoho flow to set agent as a member of a team in zoho desk (add to a team or remove from a team). Regards, RamCant add owner to field update in workflow
Hi there, Currently when i tried to add owner of the record of the module to the field update, i am unable to. Is there a way to do so?Zoho Books API Limit Is RIDICULOUS!!!!!!!!!!!!!
The 2,500 API call limit in Zoho Books is about as useful as AOL dialup. Seriously Zoho, not only can I use up 2,500 API calls in no time with my own app but YOUR OWN STUPID IPAD APP blows through them super fast too, so if any one of my clients wantsCRM portal users can now log in using their mobile phone numbers
Hello everyone! You can now invite portal users using their mobile phone numbers. These portal users will be able to log in using their mobile number and OTP. Templates for these portal-related SMS can be customized as per your needs. This enhancementZoho CRM: Las últimas novedades de 2024. ¡No te las pierdas!
¡Hola, Español Zoho Community! Aunque sabemos que en estas fechas muchos de vosotros estáis ya disfrutando de un merecidísimo descanso, no queríamos acabar el año sin haceros un resumen de las actualizaciones más interesantes de los últimos tres meses,Assistance Required: Custom Model Record Not Visible in Zoho CRM Sandbox
Dear Team, I hope this message finds you well. I have created a custom model in the Zoho CRM Sandbox account and am currently adding records to it using Python. While I am able to fetch the module data programmatically through Python, I am unable to seeAutomatic Updates for Zoho Desk Extensions
Dear Zoho Desk Team, I hope you're doing well. We would like to request the addition of an automatic update feature for Zoho Desk extensions. Currently, updating extensions requires manually searching for updates and clicking the update button. This processDialing Microsoft Teams Phone Service via Zoho CRM
I am using the VOIP option in Microsoft teams for my office phone system. I was hoping to have a way to dial numbers directly from Zoho CRM, but don't see anything in the Teams Integration or in the Telephony integration that will enable this. Does anyoneIssue with skip_workflow Not Preventing Edit Workflow Trigger
Hi Team, I am trying to upload a file to a form in Zoho Creator. However, during the upload, an edit workflow is being triggered. I want to prevent this workflow from running, so I have used the skip_workflow parameter as mentioned in the API documentation:Unable to unlink a Bigin account from Zoho Campaign
I have an old Bigin account that not longer exists but somehow it's still linked by my Zoho campaigns. I am trying to unlink the old Bigin account so I can add my new Bigin account, but when I deny access to the old one, nothing happens (it won't unlinkZoho Upgrade Failure Multiple TImes
I want to add users to my Zoho CRM. I have carried out the process up to OTP verification, but then it always fails at the confirmation stage. This failure has occurred repeatedly even though the OTP has been successful. Is there a solution to thisNext Page