Important: Zoho Campaigns updates on features and functions

Important: Zoho Campaigns updates on features and functions

Note: Based on our users' and partners' feedback for the below post, we have reverted all the changes mentioned here. We sincerely apologize for any inconvenience caused. Please read this post to understand our goal behind these changes and what's our way forward. 

Hi everyone! We hope you are all fine. For a while now, we at Zoho Campaigns have been considering shaping the product solely into an email marketing platform. So, we'd like to notify you that we're discontinuing a few features in Zoho Campaigns while retaining the features that will make our customers' journeys more effective. We have decided to make the updates as we believe that the alternatives available will eliminate redundancy in usability.

Discontinuation doesn't always equate to drawbacks—it also means moving towards achieving something good. Along these lines, by removing a few features and focusing only on the most relevant ones, we believe we're providing you with the most efficient version of Zoho Campaigns yet.

We realize that all these updates might cause you to have a few questions, but don't worry—our support team is here to answer them. We've also curated a Frequently Asked Questions page that will address many of your questions regarding the updates.


Features that are being removed

Automation
  • Automation Autoresponders except the Date-field autoresponder
  • Reminder loop
  • Send SMS
  • Send Survey
  • End-of-Workflow actions
  • Three-way condition
  • Move to end of workflow
Campaigns
  • Social Campaigns
  • SMS Campaigns
Email Campaigns
  • Chain Campaign
  • Child Campaign
  • Send to other list
Advanced Campaigns
  • Form Campaign
  • Coupon Campaign
Content Approval

Export Policy

Reports

Integrations
  • Google Contacts
  • MS 365 Contacts
  • PayPal
  • Unbounce
  • All SMS integrations
  • Social integrations (Facebook, Twitter, LinkedIn, Tumbler)

Details of Zoho Campaigns' changes

Automation

Automation aims to increase the efficiency of tasks, thus we have stopped a few features in workflows and a few types of autoresponders. We've done this to eliminate redundancy.

Autoresponders

Autoresponder types
  • Signup-based
  • Closed group
  • Calendar
  • Email action
  • Smart series
  • Cyclic
We're discontinuing the above autoresponders from April 20, 2021 because you can achieve similar objectives using Workflows. With the exception of the Date-field autoresponder, you won't be able to create or launch any new autoresponder-based activity after the above mentioned date

However, you will be able to run the live autoresponders and view their reports till June 30, 2021.

Workflow

  • Reminder loop
  • Send SMS
  • Send survey
  • End-of-workflow actions
  • Three-way condition
  • Move to end of workflow
We're stopping the above workflow components on March 24, 2021, so you will not be able create workflows using these components after that date. However, you can still view and edit your currently activated workflows containing these components till then. After this date, you will not be able to view any reports related to these components.

Campaigns

Social Campaigns

You won't be able to create social campaigns from April 20, 2021. You will be able to run and edit your existing active campaigns and check reports related to all your social campaigns till then. After this, none of these functionalities will be available to perform. However, you can manually share the email campaigns on your social media wall or use the public URL that we will generate for you.
If you want to continue using Social Campaigns, you can opt for Zoho Social, our platform specifically designed for social media.

SMS Campaigns

You will not be able to create new SMS campaigns after June 30, 2021. All your currently active SMS campaigns will be supported in Zoho Campaigns till then. You can edit existing campaigns and view reports associated to SMS campaigns only till June 30, 2021.

We've stopped this service to make Zoho Campaigns a more efficient singular marketing platform. If you are user of SMS campaigns in Zoho Campaigns, we advise that you shift to our multi-channel marketing platform, Zoho MarketingHub, which helps you do end-to-end marketing for your business.

Our team will help you effortlessly migrate all your data to Zoho MarketingHub, so there's no need to worry about this transition. We'd like to assure you that all the features supported in Zoho Campaigns will be supported in Zoho MarketingHub as well.

The following features (Email Campaigns and Advanced Campaigns) will not be supported in Zoho Campaigns from March 24, 2021. We are stopping these features as they were a little redundant and confusing for our users. We have included alternatives for each one below.

Email Campaigns

Chain Campaign and Child Campaign

Chain campaigns and child campaigns allowed you to send follow-up emails to contacts based on their engagement patterns. However, from March 24, 2021, you will not be able to create new chain and child campaigns. Your existing campaigns will be supported till June 30, 2021, and up to this date you will also be able to view reports associated to both chain and child campaigns.

While these two features will be stopped in Zoho Campaigns from June 30, 2021, you can continue achieving behavior-based engagement by using our workflows feature.

Send to other list

You previously opted for "Send to other lists" when you wanted to send the same campaign to different lists over and over. Since you can achieve this by cloning your campaigns and sending them to the other lists, we've decided to stop this feature from March 24, 2021.

Advanced Campaigns

Form Campaign

Creation of form campaigns will be stopped after March 24, 2021. In the future, you can directly add your signup forms to your email campaigns. The removal of form campaigns will eliminate redundancy from Zoho Campaigns and simplify organic list building.

Coupon Campaign

We are currently reworking this feature so you won't be able to create any new coupon campaigns after March 24, 2021. However, we'll relaunch the feature soon for you to experience better email marketing.

We know that coupon campaigns are aimed at increasing engagement among email recipients. They can be the perfect incentives while sending out an ecommerce campaign. So, we are not discontinuing this feature but instead simply making it better for your email marketing experience.

P.S. Going forward, you will not be able to create any campaigns using these features. However, the email campaigns that have these features associated will continue to run until June 30, 2021.

Content Approval

We are reworking our content approval feature, so it won't be available in Zoho Campaigns from April 24, 2021. However we will relaunch it soon so that you can seamlessly create engaging email content for your subscribers.

Export Policy

This new update will allow you to configure export policy every time you export leads as opposed to the old method where you needed to do this at the organizational level.

Reports

Google Analytics

We're planning to rework this integration and relaunch it in the future. However, you'll be able to view these reports till June 30, 2021.

SMS campaign-based report

Since we are aiming to shape Zoho Campaigns solely as an email marketing platform, we won't be providing service related to SMS campaigns after June 30, 2021. You will still be able to view these reports till then.

Integrations

  • Google Contacts
  • MS 365 Contacts
  • PayPal
  • Unbounce                                                                                                                                                                                               
The above integrations will be discontinued from March 24, 2021. If you've already set up any of these integrations, you can continue to use them till June 30, 2021. 
  • All SMS integrations - All SMS integrations will be discontinued from June 30, 2021
  • Social integrations (Facebook, Twitter, Linkedin, Tumblr)- You won't be able to integrate with social platforms from APRIL 20, 2021. However, you can see your previous campaigns reports until June 30, 2021.        
Check out our Frequently Asked Questions to learn more 

What's the way forward?

We can understand you might have a lot of doubts regarding these updates, so we ask that you check out our Frequently Asked Questions, which will have all the necessary answers related to the updates.

If you have any questions related to pricing and data migration, feel free to contact our support team. We're always there to help you have the best Zoho Campaigns experience.



    Access your files securely from anywhere






                    Zoho Campaigns Resources


                          Zoho Developer Community



                              Bootcamp
                              Community
                              Pricing
                              Webinars
                              What's New
                              Integrations
                              Contact Support
                              Contact Sales

                                Zoho Survey Resources
                                  Features
                                  Survey Templates
                                  Integrations
                                  Community
                                  iOS Mobile Surveys
                                  Pricing
                                  Android Mobile Surveys
                                  Insurvey Blogs
                                  Insight Blogs
                                  Tips & Tricks






                                              Latest Feature Updates

                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts




                                                    Zoho SalesIQ Resources

                                                          • 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
                                                          Access Zoho Social

                                                            Zoho Pagesense Resources


                                                                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 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 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

                                                                                                          • Automatic Matching from Bank Statements / Feeds

                                                                                                            Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these

                                                                                                          • Generate leads from instagram

                                                                                                            hello i have question. If connect instagram using zoho social, it is possible to get lead from instagram? example if someone send me direct message or comment on my post and then they generate to lead

                                                                                                          • Zoho PDF editor has a lot of issues.

                                                                                                            Zoho PDF editor needs a lot of work. It hangs and glitches a lot. Deletes annotations and clearings randomly.

                                                                                                          • Where is the desktop app for Zoho Projects???

                                                                                                            As a project manager, I need a desktop app for the projects I manage. Yes, there's the web app, which is AWESOME for cross browser and platform compatibility... but I need a real desktop app for Projects that allow me to enter offline information where

                                                                                                          • How to Automate Monthly PDF Reports with Filters in Zoho Creator

                                                                                                            Hi everyone, I’m trying to build an automated monthly reporting process in Zoho Creator and would appreciate suggestions or best practices from anyone who has done something similar. What I’m trying to do: I have a form called New_Customer with fields

                                                                                                          • Feedback: Streamlining Note Management in Zoho Notebook

                                                                                                            Dear Team/Support, I would like to share some feedback regarding the note management system that could help improve usability and accessibility for users like myself. Notebook 1 (screenshot attached): Currently, the system does not allow selecting and

                                                                                                          • showing Limit exceeded

                                                                                                            Good afternoon...trust you're good. I've been having issues working with but it's not responding. it's showing Limit exceeded, sorry it seems like too many people are working on the sheet right now please try again later. meanwhile no one is working on

                                                                                                          • Converting Sales Order to Invoice via API; Problem with decimal places tax

                                                                                                            We are having problems converting a Sales Order to an Invoice via API Call. The cause of the issue is, that the Tax value in a Sales Order is sometimes calculated with up to 16 decimal places (e.g. 0.8730000000000001). The max decimal places allowed in

                                                                                                          • Sorting columns in Zoho Projects

                                                                                                            Hi, In project management best practice, sorting columns (ascending, descending) is an important tool. Sorting dates to see the order of tasks starting, sorting on priority or even on planned hours is a must for an efficient project control. Currently,

                                                                                                          • Business Continuity - Disaster Recovery

                                                                                                            I know about the Zoho CRM backup .zip files, however, this doesn't include any of the infrastructure with like custom fields or custom modules. I am curious on what everyone has in place for a true backup or what your plan is if your Zoho instance were

                                                                                                          • Upload API

                                                                                                            I'm trying to use the Upload API to upload some images and attach them to comments (https://desk.zoho.com/DeskAPIDocument#Uploads#Uploads_Uploadfile) - however I can only ever get a 401 or bad request back. I'm using an OAuth token with the Desk.tickets.ALL

                                                                                                          • Losing description after merging tickets

                                                                                                            Hello, We merge tickets when they are about the same topic from the same client. It happens sometimes. We recently noticed that after the merger only the description from the master ticket is left in a thread. And the slave-ticket description is erased.

                                                                                                          • update linked contacts when update happens in account

                                                                                                            Hi, I have a custom field called Licence in the Accounts module. When someone buys a licence, I’d like to update a custom field in the related Contacts. How can I achieve this? I noticed that workflows triggered on Accounts only allow me to update fields

                                                                                                          • Problem Management Module

                                                                                                            I am looking for a Problem Management module within Zoho Desk. I saw in some training videos that this is available, and some even provided an annual price for it. I want an official confirmation on whether this is indeed available. This is not a particularly

                                                                                                          • Unable to explore desk.zoho.com

                                                                                                            Greetings, I have an account with zoho which already has a survey subscription. I would like to explore desk.zoho.com, but when I visit it while logged in (https://desk.zoho.com/agent?action=CreatePortal) I just get a blank page. I have tried different

                                                                                                          • Offline support for mobile app

                                                                                                            Accessing your files and folders from your mobile devices is now quicker and simpler, thanks to the power of offline support. Whether on an Android or iOS device, you can use the Offline function to save files and folders, so you can review them even

                                                                                                          • Zoho Desk KB article embedded on another site.

                                                                                                            We embed KB articles from Zoho Desk on another site (our application). When opening the article in a new tab, there is no issue, but if we choose lightbox, we are getting an error "To protect your security, help.ourdomain.com will not allow Firefox to

                                                                                                          • Transitioning to API Credits in Zoho Desk

                                                                                                            At Zoho Desk, we’re always looking for ways to help keep your business operations running smoothly. This includes empowering teams that rely on APIs for essential integrations, functions and extensions. We’ve reimagined how API usage is measured to give

                                                                                                          • List of packaged components and if they are upgradable

                                                                                                            Hello, In reference to the article Components and Packaging in Zoho Vertical Studio, can you provide an overview of what these are. Can you also please provide a list of of components that are considered Packaged and also whether they are Upgradable?

                                                                                                          • Does Attari Messaging app have Bot option and APIB

                                                                                                            Hi, Does Attari also have Bot and API as we use in WhatsApp??

                                                                                                          • How to add application logo

                                                                                                            I'm creating an application which i do not want it to show my organization logo so i have changed the setting but i cannot find where to upload/select the logo i wish to use for my application. I have seen something online about using Deluge and writing

                                                                                                          • Introducing Keyboard Shortcuts for Zoho CRM

                                                                                                            Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modules

                                                                                                          • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

                                                                                                            Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals

                                                                                                          • Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates

                                                                                                            Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use

                                                                                                          • Verifying Zoho Mail Functionality After Switching DNS from Cloudflare to Hosting Provider

                                                                                                            I initially configured my domain's (https://roblaxmod.com/) email with Zoho Mail while using Cloudflare to manage my DNS records (MX, SPF, etc.). All services were working correctly. Recently, I have removed my site from Cloudflare and switched my domain's

                                                                                                          • Zoho Analytics Regex Support

                                                                                                            When can we expect full regex support in Zoho Analytics SQL such as REGEXP_REPLACE? Sometimes I need to clean the data and using regex functions is the easiest way to achieve this.

                                                                                                          • Change of Blog Author

                                                                                                            Hi, I am creating the blog post on behalf of my colleague. When I publish the post, it is showing my name as author of the post which is not intended and needs to be changed to my colleague's name. How can I change the name of the author in the blogs?? Thanks, Ramanan

                                                                                                          • Show Attachments in the customer portal

                                                                                                            Hi, is it possible to show the Attachments list in the portal for the particular module? Bests.

                                                                                                          • Zoho CRM Formula - Current Time minus Date/Time field

                                                                                                            Hello, I am trying to prevent duplicate emails going to clients when more than 1 deal is being updated. To do this, I would like to create a formula to identify if a date/time field is >= 2 hours ago. Can someone please help me write this formula? Example:

                                                                                                          • Does Zoho Docs have a Line Number function ?

                                                                                                            Hi, when collaborating with coding tasks, I need an online real time share document that shows line numbers. Does Zoho's docs offer this feature ? If yes, how can I show them ? Regards, Frank

                                                                                                          • Feature Request - Insert URL Links in Folders

                                                                                                            I would love to see the ability to create simple URL links with titles in WorkDrive. or perhaps a WorkDrive extension to allow it. Example use case: A team is working on a project and there is project folder in WordDrive. The team uses LucidChart to create

                                                                                                          • Organization Emails in Email History

                                                                                                            How can I make received Org Emails to show up here?

                                                                                                          • How to sync from Zoho Projects into an existing Sprint in Zoho Sprints?

                                                                                                            Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make that

                                                                                                          • how to differentiate if whatsapp comes from certain landing page?

                                                                                                            I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsApp

                                                                                                          • How to record company set up fees?

                                                                                                            Hi all, We are starting out our company in Australia and would appreciate any help with setting up Books accounts. We paid an accountant to do company registration, TFN, company constitution, etc. I heard these all can be recorded as Incorporation Costs, which is an intangible asset account, and amortised over 5 years. Is this the correct way to do it under the current Australian tax regulations? How and when exactly should I record the initial entry and each year's amortasation in Books? Generally

                                                                                                          • How to create a drop down menu in Zoho Sheets

                                                                                                            I am trying to find out, how do I create a drop down option in Zoho sheet. I tried Data--> Data Validation --> Criteria --> Text  --> Contains. But that is not working, is there any other way to do it.  Thanks in Advance.

                                                                                                          • Show Payment terms in Estimates

                                                                                                            Hi,  we are trying to set up that estimates automatically relates payment terms for the payment terms we introduced on Edit contact (Field Payment terms).  How can it be done? Our aim is to avoid problems on payment terms introduced and do not need to introduce it manually on each client (for the moment we are introducing this information on Terms and Conditions.  Kind Regards, 

                                                                                                          • How can I calculate the physical stock available for sale?

                                                                                                            Hey Zoho Team,  I've tried to calculate the physical stock on hand in various ways - but always receive a mismatch between what's displayed in Zoho Inventory & analytics.  Can you please let me know how the physical stock available for sale is calculated?

                                                                                                          • When dispatched to crew, assigning lead missing

                                                                                                            Hello, For the past two or three weeks, whenever an officer assigns Service Appointment to a team, the lead person is missing from the assigned service list. Therefore, we have to reschedule the SA and then the lead person becomes visible in the assigned

                                                                                                          • open word file in zoho writer desktop version

                                                                                                            "How can I open a Microsoft Word (.doc or .docx) file in Zoho Writer if I only have the file saved on my computer and Zoho Writer doesn't appear as an option when I try 'Open with'? Is there a way to directly open the .doc file in Zoho Writer?"

                                                                                                          • Next Page