What's New in Zoho Subscriptions - October 2021

What's New in Zoho Subscriptions - October 2021

Hello everyone,

We've revamped the Customer Portal experience for your customers. The portal now offers comprehensive subscription management, thereby putting more control in your customers' hands and saving you the time from making requested changes yourself in Zoho Subscriptions. Here's what's new:

Trial Management via the Customer Portal

Customers who are in the trial period of their subscriptions can perform the following actions:

Activate Trials

Subscriptions in the Trial status can now be activated and converted to Live at any point during the trial period. Perfect for customers who want to impulse-buy your product! Learn more.



Extend Trials

Trial periods can be critical for customers to evaluate your product, but it can be cumbersome to decide how long the trial period should be, since the time required varies for different customers. Now, if required, your customers can extend their trial period when it ends, potentially preventing a churned subscription. Learn more.

Subscription Management via the Customer Portal

We've added a bunch more subscription management features that aren't trial-specific too:

Edit Subscriptions

Your customers can edit their subscriptions by themselves from the Customer Portal. You can provide them with the permission to edit everything from upgrading/downgrading plans to managing addons and applying coupons. Learn more.

Toggle Auto-charge

If your customers have a payment method associated with their subscription, they can now enable/disable Auto-charge for their subscription as required. 
Learn more.



Remove Scheduled Cancellations

Subscriptions that have been scheduled to be cancelled at the end of the current term can be prevented from being cancelled, just in case your customers have a last minute change of heart! Learn more.

Reactivate Subscriptions

Subscriptions that have churned don't have to stay that way. Now, if your customers want to come back to a particular product or service, they can reactivate cancelled or expired subscriptions by themselves from the Customer Portal. Learn more.



Extensive Customer Portal Configurations

All the features mentioned above will be available to your customers only if you've enabled them. We've added an exhaustive set of configurations in Zoho Subscriptions for the Customer Portal, so you can get it to work exactly the way you want it to. Learn more.

Mobile Updates

Our Android and iOS mobile apps receive constant updates. Head over to the Google Play Store to check out the recent updates to the Android app, and update it if you haven't already. This time in particular, the iOS and iPadOS apps received a bunch of new features and optimizations thanks to Apple's newest OS updates.

We hope the new features will save some time on your busy schedule. Let us know what you think about them, we'd love to hear from you! Feel free to drop a comment below or write to us at support@zohosubscriptions.com.

Best regards,
The Zoho Subscriptions Team

    Access your files securely from anywhere


          All-in-one knowledge management and training platform for your employees and customers.







                                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

                                                                • Zoho Finance Workshop 2023 is coming to the USA. Get exclusive training on Zoho Finance apps, one-on-ones, and more.

                                                                  Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,
                                                                • Zoho Subscriptions wins IDC's 2020 SaaS CSAT Award for Subscription Billing

                                                                  Dear customers, We're excited to share that Zoho Subscriptions has won IDC's 2020 SaaS Customer Satisfaction Award! As a team, we cherish each and every milestone with our customer community. And this particular award, focusing on customer satisfaction,
                                                                • Introducing: SMS notifications via Zoho Subscriptions

                                                                  Dear customers, We hope you are doing well! We are happy to announce that you can now send SMS notifications to your customers right from Zoho Subscriptions. To facilitate this, we've integrated with Twilio, a leader in the business communication space.
                                                                • What's new this December in Zoho Subscriptions

                                                                  The year is almost over and we here at Zoho Subscriptions have released new features and updates on the month of November. Let's take a look at the features we have worked on in the past month. Zendesk Integration The Zoho Subscriptions app for Zendesk allows your customer support executive to access customer details in an instant. You will be able to view the customer information from Zoho Subscriptions right from your ticket view. On enabling the integration, you will be able to: Get your customer


                                                                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

                                                                                                                    • Problem with currency field in Zoho CRM

                                                                                                                      Hi Guys Zoho Books has a feature in currency fields that automatically converts decimal numbers with commas ( , ) to period format ( . ) when pasting them. For example: R$ 2,50 --> R$ 2.50 Is this behavior available in Zoho CRM? I couldn't find any configuration
                                                                                                                    • Building extensions #5: Creating custom user interfaces using widgets

                                                                                                                      In our last post, we looked at connections and how they help build a seamless integration with an example. In this post, we'll explore creating widgets in Zoho Sprints and their benefits with a real-time example. Widgets What and where? Widgets are custom
                                                                                                                    • Images not saved in notes

                                                                                                                      Created noteboards and create a note, copy pasted the image, close the note and open again, image is not coming this same problem occurs in note on notebook I have attached the replication steps as video url to analyse it, and also attached the videos
                                                                                                                    • How to Change Notecard Color After It Is Created

                                                                                                                      I would like to change the color of a Notecard that already exists in my notebook. I can't for the life of me figure out how to do it. I don't see an option or color picker anywhere.
                                                                                                                    • Cannot export Zoho Notebook data nor search via MCP (GDPR)

                                                                                                                      Hi, I'm using Zoho Notebook for a few years now. Not as my main notetaking app, but for specific usecases I did find it handy. Now I want to export all my data. Preferably all notes in html format with metadata like note title, included images and parent
                                                                                                                    • incoming mails not received

                                                                                                                      incoming mails not received
                                                                                                                    • Integrate QuickBooks with Bigin and streamline your sales and accounting!

                                                                                                                      If your business relies on Bigin for customer management and QuickBooks for accounting and invoicing, this new integration is here to make your operations more efficient. By connecting these two platforms, you can now manage your CRM and financial processes
                                                                                                                    • Automatically calculate and include tax on quotes

                                                                                                                      I've recently been VAT registered and now need to include VAT on my quotes. I have been able to set the tax label and amount but still need to click the tax link and select the tax I wish to include before it appears on the quote. Does anyone know of
                                                                                                                    • Relative Dates

                                                                                                                      Is there a way to apply a Relative Date filter in DataPrep (ie. Today or Yesterday)? I need to filter a dataset to only include rows with a created date of yesterday, but I’m not finding a way to do it?
                                                                                                                    • Change email addresses - Advise how

                                                                                                                      Good day, I need assistance to change all our users email addresses Please advise
                                                                                                                    • email signature

                                                                                                                      How do you add an email signature
                                                                                                                    • Email Forwarding | How to Enable and Disable Email Forwarding on a Non-Admin User Account

                                                                                                                      Email Forwarding Issue: Enable and Disable Email Forwarding
                                                                                                                    • Ask the Experts 31: Improving support performance with reports and dashboards

                                                                                                                      Hello everyone, Join us for the next Ask the Experts (ATE) session! Ask the Experts is an opportunity to connect with people who have deep knowledge of Zoho Desk. Let's look at the topic we're focusing on this month. Just as we rely on the right tools
                                                                                                                    • Product updates in Zoho Workplace applications | June 2026

                                                                                                                      Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications for the month of June. Zoho Mail Alphanumeric support for attachment extensions in rule conditions Attachment extension
                                                                                                                    • Biggest supported size of a note

                                                                                                                      I'm still testing this ZOho Notebook before purchasing a premium licence and can't work with large notes. I store personal vocabulary in two 13,000-word / 83200-character notes. Same poor experience with PC, Web, and mobile apps: Is there an application
                                                                                                                    • I need help lease Email

                                                                                                                      I' not getting an email replay when someone open a ticket
                                                                                                                    • Sigma function call hangs forever from Desk widget — app_install_id/encapiKey are null

                                                                                                                      Calling ZOHODESK.request() from the widget to invoke a Sigma DRE function URL hangs forever (never resolves, never rejects, no error) until client timeout. Tried with merge fields app_install_id={{sigmaInstallId}}/{{installationId}} and encapiKey={{enCapApiKey}}
                                                                                                                    • Draft quotes, sales orders, and raise invoices for services in CRM

                                                                                                                      Create Quotes, Sales Orders, and Invoices for Services in Zoho CRM You can now draft Quotes, and Sales Orders as well as raise Invoices for services in Zoho CRM. And how is that possible? By filling out the Service subform in your Quotes, Sales Orders
                                                                                                                    • Error Code 2945 , PATTERN_NOT_MATCHED

                                                                                                                      Hi, I am trying out Zoho Creator API.  However, I always get the following <response>     <code>2945</code>     <message>PATTERN_NOT_MATCHED</message> </response> However, error code list error as Invalid Ticket. I do not know what is wrong. 
                                                                                                                    • Action Required: Allowlist New IP Ranges for the EU Data Center

                                                                                                                      Dear Users, We are adding new IP ranges for the Zoho Analytics EU data center (https://analytics.zoho.eu) If you connect Zoho Analytics to cloud databases (both Live Connect and import), such as Amazon RDS, Amazon Redshift, or Microsoft Azure, you must
                                                                                                                    • Is there a way to see a total of time agents spend on ticket today in Analytics?

                                                                                                                      I am trying to see if there is a way to look at and add the total amount of time agent have entered into tickets in desk TODAY, like a running total, not every time entry so it would show John smith 1:55:20 total Bob smith 4:20:22 total etc
                                                                                                                    • Tips & Tricks #3: Zoho CRM - Agentes en la página de inicio

                                                                                                                      Hola a todos, Vuestros Agentes realizan un trabajo muy útil. Encuentran información como clientes potenciales importantes, oportunidades de venta y actualizaciones relevantes. Sin embargo, hasta ahora no era posible ver esa información directamente en
                                                                                                                    • 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,
                                                                                                                    • 'Pinned' notes feature of a pipeline record

                                                                                                                      Hi team, Could you please implement a feature which will allow users to pin different notes so that they will appear at the very top of the notes tab in a pipeline record. Sometimes we have a wide range of notes on a record which means more important
                                                                                                                    • Associate emails from both primary and secondary contacts to deal

                                                                                                                      We need to associate emails from multiple contacts to a deal. Please advise how this can be achieved. At present, only emails from primary contacts can be associated. Thanks
                                                                                                                    • #PitStop3: Share & Collect Payment using Zoho Invoice

                                                                                                                      We have reached another milestone in our journey. Post #15 to #20 weren't just about sharing invoices, they were about building a payment workflow that works for you, your customers and your business. Here's a quick wrap of what we covered in this segment:
                                                                                                                    • Suggestions for Improving the Deluge Development Experience

                                                                                                                      Hello, I would like to share some ideas that could significantly improve the Deluge development experience, especially for partners and developers building larger solutions across the Zoho ecosystem. Some key areas that would add a lot of value: Deluge
                                                                                                                    • Enhancement announcement: Mitigate mailbox clutter using the new field: "Sync emails from"

                                                                                                                      Dear Customers, We hope you're well! We are here with a minor enhancement in email integration in Zoho CRM. Emails have become the primary mode of communication these days. Because of which mailboxes are getting overly cluttered day after day. To help
                                                                                                                    • Zoho CRM Sandbox now supports integrations

                                                                                                                      Hello everyone, We are now expanding Zoho CRM Sandbox to support integrations with other Zoho products. You can connect, configure, and validate the behavior of your integrated tools within a safe, isolated environment - testing end-to-end without touching
                                                                                                                    • Building Toppings #8 - Using widgets to extend the Bigin UI

                                                                                                                      Hello Biginners, In our previous forum post, we explored schedules and workflow functions and learned how to automate real-time and time-based actions inside a topping. In this post we'll look at how to embed custom UI components inside Bigin using widgets.
                                                                                                                    • Tip #81 – Turn every session into a story with Session Highlights – 'Insider Insights'

                                                                                                                      Hello Zoho Assist Community! Picture this: your team wraps up dozens of remote support sessions every week. Each one involved troubleshooting, tools, fixes, and back-and-forth with customers. But when it's time to review what actually happened across
                                                                                                                    • Zoho CRM APIs

                                                                                                                      Hello, I think as a developer, it is very important to have the ability to manage, develop, and execute functions directly from my local development environment (for example, VS Code). Zoho CRM should have a way to create, deploy, and manage functions
                                                                                                                    • 🎙️ Ask The Experts: Get Your Bigin Questions Answered Live

                                                                                                                      We've seen so many thoughtful questions from our #BiginnersClub community over the years. While we're always happy to help here, we're excited to introduce a new way for you to connect with us directly. Join us for Ask The Experts, a one-hour live fireside
                                                                                                                    • Postcode problems

                                                                                                                      So we were very pleased to see we could limit shipping with postcodes. Brilliant. Unfortunately we have discovered It does not seem fit for purpose. In the UK we write postcodes in various ways Examples BH217NL BH21 7NL Bh217nl bh217NL and many more ways
                                                                                                                    • Certain items certain shipping

                                                                                                                      Me again it would be helpful to have different shipping for different categories. Our example are salt. Delivery is free but have a minimum delivery. Pickup is cheaper so it has its own category- pickup.
                                                                                                                    • Cookies Consent Management in Webforms

                                                                                                                      Hello Everyone! We are excited to introduce Cookie Consent Management for webforms. Read on to learn more. Webforms are online forms embedded on websites that allow users to submit data and create records in Zoho CRM. These forms utilize cookies to track
                                                                                                                    • Payment links in Bigin just got supercharged

                                                                                                                      Greetings, We're happy to announce major enhancements to the Payments feature in Bigin. As you may already know, Bigin supports Payments integration, which enables you to create and send payment links directly from Bigin to your customers. It also allows
                                                                                                                    • Disable Spam filter

                                                                                                                      Hi Support Team, Please disable spam filter for https://desk.zoho.in/support/keboli. Some spam ticket ids: #102, #103, #104
                                                                                                                    • I just signed up

                                                                                                                      Hi, I have just signed up for the domain griffithcgenterprises.com. I would like to make two adjustments: If possible, I would prefer a 5 GB hosting/email plan instead of the current 10 GB option, as I believe that should be sufficient for my needs at
                                                                                                                    • History tab stuck loading indefinitely on Android (v2.22.0)

                                                                                                                      History tab stuck loading indefinitely on Android (v2.22.0) — server returns 500 on visitorhistoryviews Hi all, I'm running into an issue where the History tab in the SalesIQ Android app (v2.22.0) never loads — it just spins indefinitely. Screenshots
                                                                                                                    • Next Page