Updates to Auto-Upgrade in Zoho Campaigns

Updates to Auto-Upgrade in Zoho Campaigns

Hello everyone,
We've rolled out a new update that slightly modifies how the auto-upgrade option in Zoho Campaigns works. Even if you hit the contact limit, this update ensures that your account is upgraded and that contacts are imported smoothly—without any roadblocks.

Who needs to know about this update?

This update is applicable only to those users who've enabled the auto-upgrade option, which is disabled by default. You can enable it under Settings > Subscription.

How did auto-upgrade work previously?

Previously, if you tried to import contacts after reaching your contact limit and had enabled the auto-upgrade option, you would immediately be upgraded to the next plan based on the number of contacts you were trying to import. However, the charges for the upgrade would only be added to your next billing cycle.

What's new?

After the update:
  • The auto-upgrade will occur only if your payment method associated with Zoho Campaigns is eligible to be charged. For instance, you'll be upgraded to the next plan if your credit card is valid, has a sufficient balance, faces no restrictions from the bank's end, and so on.
  • Once we upgrade your plan, your contacts will be automatically added via a file import or an existing sync. However, charges will be applied immediately and will not be put on hold until your next billing cycle.
Learn more about how the Auto-upgrade option works when importing contacts to your Zoho Campaigns account.

What happens if the payment method fails?

If there's an issue with your payment method, such as invalid details, restrictions from your bank, and so on, we'll be unable to upgrade your plan. In such cases:
  • You'll only be able to import contacts within your plan limit.
  • Once you reach the plan limit, contact imports via files or syncs will be stopped.

What does Zoho recommend?

To import contacts without disruptions, we suggest that you do the following:
Best regards,
Team Zoho Campaigns

    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

                                                                                            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

                                                                                                            • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

                                                                                                              Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple
                                                                                                            • IMAP error message in Zoho mail

                                                                                                              I cannot send emails today. Everything fine for years until today. Get a message: "You are yet to enable IMAP for your account. Please contact your administrator". Does anyone know how to correct this?
                                                                                                            • Enhancements to Zoho Map integration tasks

                                                                                                              Hello everyone, We're excited to announce enhancements to the Zoho Map 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
                                                                                                            • IMAP stopped working today

                                                                                                              Hello! I've been a paid customer for more than 10 years, IMAP was always working fine. But today this is the error I've got on my iPhone: I've tried toggling the IMAP for my account (Mail -> Settings -> Mail accounts) off and on again, but that did not
                                                                                                            • Are custom portals accessible on the Zoho learn smartphone app?

                                                                                                              In other words, can users external to my organisation, once signed up, use the app in the same way as internal users? Thanks
                                                                                                            • Zoho Books/Inventory - Update Marketplace Sales Order via API

                                                                                                              Hi everyone, Does anyone know if there is a way to update Sales Orders created from a marketplace intigration (Shopify in this case) via API? I'm trying to cover a scenario where an order is changed on the Shopify end and the changes must be reflected
                                                                                                            • Conditional Layouts On Multi Select Field

                                                                                                              How we can use Conditional Layouts On Multi Select Field field? Please help.
                                                                                                            • Multiple columns in a form

                                                                                                              I am evaluating Zoho Creator. However, I am seeing almost no layout control on a form.  Just a basic 1 or 2 column format that is then imposed on the entire form.  That's not going to work for many, many real world cases. We need multiple columns per line, and we need each line/section to occupy a single column or be able to span the columns.   Someone please tell me that I'm missing something and the capability is actually there.  
                                                                                                            • Global search

                                                                                                              Hi! I think it would be great to have a global search that would give you results from all records of a database, no only for a single field of a single form as we have now. Thanks!
                                                                                                            • Any insights about API/v2? Having problem for a while.

                                                                                                              I don't know why it is throwing a 404 error, my report name is correct. Has someone had this issue and how you fix it?
                                                                                                            • Edit QR code with redirect to form

                                                                                                              Guten morgen, wir haben ein Formular Reklamation_erstellen. Dort soll ein QR Code erstellt werden, der im Lieferschein angezeigt wird. Beim Scannen auf dem soll das jeweilige Formular zum BEARBEITEN geöffnet werden. Leider bekomme ich es nur so hin, dass
                                                                                                            • Getting all the ingredients together for baking an app

                                                                                                              Good day everyone. After reading a lot of the help docs and watching videos, I now started on my app. To prevent hours and hours wasted on going down the wrong track, I would like some clarification on the following. But first some background: I have
                                                                                                            • Help Needed with Configuring ZC Microservice

                                                                                                              I'm attempting to create a simple microservice, but am running into problems with scope and auth. Using Custom API Builder, here's my setup: 1. Method: GET 2. Auth: OAuth2 3. User Scope: All users 4. Response: Standard 5. Function: A function that returns
                                                                                                            • Creator Simplified #10: Predefine Form Field Values and Make Them Read-Only for Users

                                                                                                              Hey Creators, Ready for this week's tip in the Creator Simplified series? Today, we will explore how to have read only fields in a form. Use Case: Assume a scenario where the default value for a Department field needs to be English Literature, but you
                                                                                                            • Zoho Mail : Email Outgoing Blocked

                                                                                                              I suddenly received the following message yesterday. I cannot send any mail. Please resolve as soon as possible, I cannot work without sending email. Dear User, We regret to inform you that your email outgoing has been blocked and you will not be able
                                                                                                            • Creator and Tables

                                                                                                              Good day. I am trying to create my first application. I have imported my data into Tables and am creating my app in Creator. I do not see my tables and cannot see how to write forms data to a table. Even the Workflow just uses the form. In one of the
                                                                                                            • customer Name and address details

                                                                                                              i created one application there is no customer details in that . how to add customer details and
                                                                                                            • Recalculate every row in the subform

                                                                                                              Hello, Can anyone help me with a script, please? I have an issue. Sometimes it happens, that in a multi row subform one of the rows show an incorrect row total value. Not really understand how it can happen, if I have a 20 row subform, 19 rows show correct
                                                                                                            • Creating Repeat Forms that remove redundancies

                                                                                                              I wanted to understand if you can make multi-layer forms that reduce the need for users to input information in again and again. We want a form that our suppliers fill out per ingredient they sell, and the end result should have the Ingredient (Section
                                                                                                            • What is the difference between the free plan and the mail lite plan?

                                                                                                              What is the difference between the free plan and the mail lite plan? How many emails can I send per day?
                                                                                                            • Unblock email

                                                                                                              Hi The outgoing mail from a client of me is blocked. I already made tickets and tickets are send to the EU desk but nobody is responding. The problem is already 4 days! There is absolutely no help from the support. I am really not satisfied at all! Can
                                                                                                            • Domain verification failure

                                                                                                              Hello Zoho Support, I purchased my domain directly through Zoho Mail, but the domain verification keeps failing with the message “TXT verification failed.” I’ve already waited and retried several times, but it still won’t verify. Could you please manually
                                                                                                            • Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.

                                                                                                              My email account is unable to send emails, and I urgently need to use it. How can I resolve this?If there is anything we have done wrong, please let us know in advance so we can actively cooperate to improve. User ID: 850482493
                                                                                                            • URGENT: Email stopped workin - can't access admin panel

                                                                                                              For some reason email sending stopped working. When I try to send an email it fails with "Unable to send message;Reason:451 4.7.1 Temporary system error" I can receive email just fine I see in my notifications some errors about the MX records, however
                                                                                                            • Can I associate an invoice to a Project after the fact?

                                                                                                              We have generated an invoice but would like to assoicate it to a Zoho Project after the fact.  Is there any way to accomplish that? Thanks, Scott
                                                                                                            • Emails I send as a cc or bcc NEVER GO THROUGH TO THA RECEIVER !!

                                                                                                              every time i send a cc or bcc copy of an email to anyone when I’m using my zohomail.com email - no one ever gets the cc of bcc copy if the email: why???? And i triple check that the email addresses are correct; then i get back an email message (EVERYTIME)
                                                                                                            • Cannot see correct DNS config for mail after moving domain to another provider

                                                                                                              I have moved my domain from one provider to another and after that zoho mail stopped working (expected). Problem is, zoho mail admin panel still shows (10 hours after move) that all records are correct while I haven't changed anything in my domain DNS
                                                                                                            • Add Support for Authenticator App MFA in Zoho Desk Help Center

                                                                                                              Hello Zoho Desk Team, We hope you are doing well. We would like to request an enhancement related to security for the Zoho Desk Help Center (customer portal). Currently, the Help Center supports MFA for portal users via SAML, JWT, SMS authentication,
                                                                                                            • How to unlink a SAML user from the existing Zoho Desk user (domain change case)

                                                                                                              Hi everyone, I’m trying to understand how to handle a situation where a customer changes their company domain. In our setup, users authenticate via SAML, so when the domain changes, the SAML system treats them as a new user. However, in Zoho Desk, I’d
                                                                                                            • Price Managment

                                                                                                              I have been in discussions with Zoho for some time and not getting what I need. Maybe someone can help explain the logic behind this for me as I fail to understand. When creating an item, you input a sales rate and purchase rate. These rates are just
                                                                                                            • Related to zoho survey

                                                                                                              Hi team. I want to know something regarding zoho survey question builder. I have two questions each of dropdown (One answer) - question type. In the first question, there are 16 answer choices and in the second question, there are 3 answer choices. For
                                                                                                            • 60 Days Into Zoho - Tiktok Branding Startup -7 Questions?!

                                                                                                              Wsp Everybody I co-own a TikTok Branding / Consulting Startup & have been using Zoho for the past 60 days - Am now looking to make our overall operations & processes more Efficient & Effective! Curious to know how others are using the platform & what's
                                                                                                            • Text Message

                                                                                                              When trying to sent a text message, it says its an error i should contact a zoho agent
                                                                                                            • Zoho POS is now available for Canadian retailers

                                                                                                              Hey everyone, We're excited to introduce the all-new Canadian edition of Zoho POS, which helps retail businesses simplify and manage their end-to-end business operations. Start by signing up and exploring the 15-day free trial. Sign up now How does Zoho
                                                                                                            • Payroll In Canada

                                                                                                              Hi, When can we expect to have payroll in Canada with books 
                                                                                                            • Mass update to change or shift all project dates and keep project structure + shift all sub-tasks dates with main tasks

                                                                                                              Most users would expect that if they change the start date of their project then that will be reflected inside the actual project and any project structure would be retained.  Additionally if a task list with associated sub-tasks is moved, most users would expect that those sub-tasks would also be moved along with their parent task.  This is not the case. For a total Project shift of dates: * the start and end date from > "Edit Project" page can have a radio button added to "shift all project tasks
                                                                                                            • Closing Accounting Periods - Invoice/Posting dates

                                                                                                              Hi, I have seen in another thread but I'm unsure on how the 'transaction locking' works with regards to new and old transactions. When producing monthly accounts if I close December 24 accounts on 8th Jan 25 will transaction locking prevent me from posting
                                                                                                            • In-person ZUG Meetups for Real Estate Professionals - US Q1 2026

                                                                                                              The Real Estate Zoho User Group is going on a multi-city, in-person meetup tour across the US, and we’d love to see you there! These meetups are a great opportunity to: Connect with fellow real estate professionals using Zoho Share challenges and discover
                                                                                                            • Zoho CRM custom fields not showing in zoho creator

                                                                                                              Hi Team, I have created a Products form with Zoho CRM integration and connected it to Products module of CRM. But when I see the reports of Products in Zoho creator then I am not able to see custom fields of Products module. Only standard fields of Products
                                                                                                            • Sending email notifications based on language

                                                                                                              Hello. I would like to know how we can bypass the default notifications (which are just in English) for when a ticket is created/replied to/closed, to be in other languages, based on the language field in the ticket? I can create other email templates,
                                                                                                            • Next Page