How do GoToWebinar, Zoho Meeting, Zoho Backstage, and Eventbrite integrations work now?

What's changing?

Since the syncs are unified, only one sync will remain active and all these syncs will be instant to maintain a continuous flow of data. After the admin migrates to the new setup, a new sync flow should be created. All the registrants and attendees from the past and upcoming webinars/events will be synced. The old flow will be disconnected. i.e., syncs created before the migration won't be retained after the migration.

Why the change?

If you're conducting an event or a webinar, you are required to create separate syncs for each of the webinars and events. This update simplifies the process and reduces the time and effort required to manage multiple syncs.

How do Google Analytics integrations work now?

Data in Google Analytics will be pushed to Zoho Campaigns, where all analytics-related information can be viewed.

What's changing?

• Google Analytics will be updated to the newest version (i.e., version 4). 
  
• You won't be able to find screens related to Google Analytics in Zoho Campaigns.
  
• You'll have to get all analytics-related information directly from Google Analytics.
  

Roles and privileges

How do roles and privileges work now?

• Roles and privileges are assigned to users in an organization to control their account access.
  
• The available roles are Standard Admin and Standard User, and the two levels of data access privileges include Self and Others.
  
• Users can also create custom roles based on the organization's needs.
  

What's changing?

Why the change?

• We have the concept of Self and Others in Zoho Campaigns which makes team collaboration difficult, particularly regarding the management of user role and access to data. The current setup makes it difficult for admin to maintain control within the organization.
  

• Currently, users with Self privilege will be able to create sender addresses and custom fields and these cannot be deleted by the admin. This lack of control makes it challenging for admins to manage the account effectively and keep it organized according to their requirements. The new setup enhances the overall user experience and provides better control and organization options for admins.
  

How's this useful to me?

Introducing Workspaces for marketing teams

To illustrate this, let's consider the example of Zylker, a product based company with different products that caters to various needs of a business. To ensure clarity and efficiency in managing these different products and teams, Zylker admin can create separate workspaces for each of the products, add users to each workspace (their respective products), and carry out marketing activities without encountering any confusion or complications.

By using workspaces, Zylker can maintain a clear separation of data and ensure customer data of one product (workspace) is not accessible to those responsible for managing other products (workspaces). This enhances data security and minimizes the risk of confusion or errors when coordinating marketing efforts.

Altogether,

• Workspace provide a practical solution for organizing and managing different aspects of your business within a single account.
  
• Workspace streamlines your marketing activities, assign appropriate user access, and maintain data integrity across various departments or business units.
  
• Workspace stores campaigns, workflows, and contacts and users will have restricted access to them.
  
• Admins can add all contacts or contacts matching a given criteria into a workspace.
  
• Users can have one role in one workspace and a different role in another workspace.
  

How will it function going forward?

After migrating to the new integration setup and assigning roles and privileges, a workspace will be created in your account by default. Admins will be able to create as many workspaces in the account as needed, assign users to each workspace, bring in all contacts or a restricted set of contacts as defined by a specified criteria, and switch between workspaces within the same account. This makes it much easier to manage campaigns across multiple organizations/teams, and also provides greater flexibility and control over campaign management.

FAQs

Where can I find workspaces in my account?

If you're an admin and would like to set up workspaces for your account, navigate to Settings > Users and Controls > Workspace.

Will I still be able to access campaigns and data from different workspaces?

If you're an admin, you'll be able to access campaigns and data from different workspaces. If not, you can access workspaces to which your admin has provided you access.

Is there a limit to the number of workspaces I can have in my account?

No, there is no limit to the number of workspaces that you can create in your account.

Is there a limit to the number of workspaces I can be a part of if I'm not an admin?

No, there is no limit to this either.

We understand that these changes require some adjustment, which is why we're giving you plenty of time for migration. All these updates will be implemented in Zoho Campaigns on August 10, 2023 and you will be able to migrate to this setup until July 15, 2024, after which it will become default for all users.

Please note that these updates doesn't affect the pricing or the subscription plan. If you have any questions or concerns regarding these updates, please reach out to us at support@zohocampaigns.com. We'll be more than happy to assist you throughout the process!

Best regards,

Team Zoho Campaigns