How to sync a lead to CRM when, in CRM, it converts from Lead to Contact
When you sync a ZMA Lead to a Lead in ZCRM, the process works nicely. But when a ZCRM user converts the Lead to become a Contact, the sync stops. That's sort-of understandable because the ZMA sync is setup to talk the the Leads module in ZCRM. But what'sData import: custom fields to map if field names match
Hi An idea about data import into ZMA. In future releases, it would be helpful if the field mapping function would automatically map input fields to custom fields as well as standard fields if the field names match. At the moment, input fields only automaticallyEmail > landing page > form > campaign - Marketing Hub
Hello, I want to send out an email campaign, that links to a landing page, that holds a form, that when filled, feeds into the CRM as a lead, and associates it against a campaign. I want to build all of this within marketing hub, but I can't see how to build a landing page or how to associate the form with the campaign once the lead is entered. Can anybody tell me the best way to approach this? Many thanks!I'm not able to sync my leads from Zoho CRM to Zoho Marketing Automation
Hello!! We are trying to run a trial marketing automation within our internal team while trying to integrate leads from Zoho CRM. But as we tried to sync leads from the Zoho CRM to Zoho Marketing Automation an error pops up displaying "Organization isZoho MarTech Webinar – Creating a Zoho Marketing Strategy
Why do I need a Zoho Marketing Strategy If your like most of our customers, you have looked at Zoho Marketing Tech Stack (MarTech) and realized it has a bunch of capabilities, featuers and functions. Do you know how to put together a Zoho Marketing Strategy?Can you use segments within segments?
I'm pretty certain this isn't possible but I'm asking to check! Is it possible to use segments within segments e.g. you use an "Industry" segment to select leads working in Construction then, within that segment, you apply a second segment to select leadsMarketing Automation vs PageSense, etc.
Is the Zoho Marketing Automation app a replacement for PageSense, Sales IQ, and Zoho Campaigns? In what case would you use them all?Lead Automated Email Workflow for No Responses
Hey, guys! Ooof, 5 days of workflow structuring and template writing and here I am with my first workflow. I activated it and did a limited beta testing, now impatiently waiting for the first real passage. Although it is Zoho MarketingHub that is meant to handle the leads, my understanding was that it lacks the ability to act on an email reply (instead, only on opens and clicks). Zoho Campaigns can handle replies. Plus, since I already have Zoho Campaigns integrated with CRM, I am unable to integrateMaking it easier to update Preferences (mailing list subscriptions)
Is there an easier way to let users update their preferences? I want them to be able to easily access the preference centre so they can add or remove themselves to mailing lists. But the process appears to be: 1. Click “Change Profile” in an email. 2.How can you reliably trigger a journey after a data sync from CRM?
Morning all What is the most reliable way to trigger a Journey after data has been sync'd from Zoho CRM? Here's my scenario: Zoho Forms feeds requests for gated content to Zoho CRM. A data sync then feeds leads from Zoho CRM to Zoho MH. I want MH to send out emais with links for the gated content but I'm struggling to get it to work reliably. The three options I'm looking at are: list entry e.g. data sync puts records into a 'data sync' list and they're processed. I haven't got this to work reliably.A visible "non-printing" character is inserted when you add a variable to an email's subject line
When you add a variable to an email's subject line, ZMA adds a space in front of it. This 'space' is meant to be invisible but, in some email clients, a strange symbol can be seen. If you take a look at screen-1555, you can see the "Dept 1" subject lineDoes setting up ZMA's SPF and DKIM disable other systems like MailChimp?
I am converting a customer from MailChimp to ZMA. They will be using both systems while they get setup on ZMA and used to the way it works. If they setup ZMA's SPF and DKIM records, it won't stop MailChimp working or affect it in any other way, will it?Zoho marketing hub integration with WordPress WooCommerce
Hello All, I am a Zoho One User and we are using Zoho Marketing Hub we also have a website on Wordpress and we use Woo Commerce as our store. im looking to find out if Zoho Marketing Hub Integrates with WooCommerce ideally we would like to create Journeys or campaigns series based on customer behavior such as buying or already have purchased specific products. or if they go to the store but don't buy (abandon cart follow) i saw that there is a wordpress plugin for Zoho Campaigns https://wordpress.org/plugins/zoho-campaigns/ butZoho Marketing Automation: Add Event to Office 365 calendar
Hello everyone, can anybody explain me how the function "Add event in Office 365 calender" works? You can find that function if you create a customer journey, add the event "send E-mail" and continue to the 3. step - scroll down to the bottom of the page.ZMH Forms generate an error since the rename to ZMA
I have a series of forms on my website. They were created in ZMH. Since the product was renamed to ZMA, the forms have started generating errors (screen-1540). I have updated the Wordpress plug-in but this hasn;t cured the problem. How do I get rid ofWordpress plugin: ZMA rename notification won't go away.
The alert that pops up in WordPress to say that ZMH is now ZMA won't go away (screen-1543). I press the "Thanks, got it." button but this makes no difference. I am using version 1.2.5 of the plug-in. There is no update listed as available so I presumeHow do you segment a list for use with a Marketing Hub Journey?
Is it possible to use a list segment to create separate customer groups and assign different segments to different journeys? I have an all contacts list which I'd like to segment into different customer specialty groups. I'd like to send each customer group on a different journey, but I don't want to have to create a different list for each group. For example, in my list, I have customer occupation: Doctor, Lawyer, Nurse, etc. I'd like to segment the list by occupation and send Doctors on JourneySync Existing lead from Zoho CRM to Zoho Marketing Automation
I have synced all leads from CRM to Zoho Marketing Automation. The name of the mailing list which contains all the leads is "All Leads" Now I have created a mailing list named "Created in month of May". This mailing list should contain all the leads whichZoho MarketingHub Leads limit
Hi, I would like to know how to increase the limit of Leads we can have in Zoho MarketingHub. In the section settings->general->subscription. It appears "Zoho One Enterprise (5500 Leads)". Using Zoho MarketingHub we reached a number of leads over 5500 and then we saw a pop-up asking us to pay more. Consequently we deleted our old Leads for having space for more. How could we increase that limit and how much does it cost?Important: Zoho MarketingHub is now Zoho Marketing Automation
Hello Everyone, We hope you all are doing well. We'd like to notify you that we have rebranded Zoho MarketingHub to Zoho Marketing Automation. We'll discontinue using the term "MarketingHub" from May 26, 2021. However, there will be no changes in thehow can I manually add a lead to a journey?
Anyone has an idea how to manually (!) add a lead to a journey? I have a couple of journeys up and running but now I would like to add a single not-so-new lead to a a new customers' journey. How can I do that? I did not find any solution so far, neitherHow to automatically push unsubscribes from a MH lead back to the the CRM as an 'opt-out' email setting
Hi MH gurus, I have had 5 people unsubscribe from a list (synch'ed to a CRM view) over the last 2 months. However, there is no way to see if these people have unsubscribed in the CRM. My preference would be for anyone that unsubscribes from a MH list to be automatically and immediately flagged as 'email opt-out' in the CRM. Is this possible? Cheers, JoeIs MarketingHub changing its name?
I notice that this forum has changed from https://help.zoho.com/portal/en/community/zoho-marketinghub to https://help.zoho.com/portal/en/community/zoho-marketing-automation.Removing connected Zoho CRM accounts
We've recently connected Marketing Hub with Zoho CRM, but we want to change the synced account with another account from our Company. Right now, it seems we can't remove any accounts. UPDATE: It looks like you'd need to contact support in order to remove the accounts. Might be a feature to consider, allowing admins to remove/unconnect accounts.Taking a lead out of a journey
Hey everyone I wanted to know how I can take a lead out of a journey once we have converted them to a customer in the Zoho CRM. For obvious reasons I don't want to carry on sending marketing emails to someone once they have become a customer. Hope my explanation is clear enough to understand. Thank you in advance.Website insecure when using Zoho Marketinghub
Hello, I've been using MarketingHub for a simple pop-up (for now, just that) but when i have the snippet active on my websibe i get an insecure message from Google Chrome: If i remove MarketingHub Snnipet from my website the error disappears, so its really a problem with Marketinghub. the image says: "The connection its not totally safe" "The atackers may see the images you are seeing in this site and deceive you by changing them". How can i make this warning disappear? ThanksSMS Campaign using Clickatell - set up instructions.
I'm trying to set up an SMS campaign using Clickatell, but it's not working. On clickatell, I have purchased some credit, and set up a http API. I've then pasted this API key into Zoho Marketing. I tested the API in clickatell and manage to setup my phone number as a test phone. I have the SMS setup to trigger when someone is added to the list - nothing! Anyone else having issues with this?Push GCLID to CRM when creating lead via Marketing Hub journey
When a user on our site completes a sign up form, I'm using a Marketing Hub journey to push them to CRM. How can I make sure that the GCLID is populated in CRM?ZohoMarkethub and MSG91 integration.
I want to integrate my Msg91 account to ZohoMarkethub. I need assistance in this matter. Urgent! Regards K JAYAPRAKASHMarketing planner issues with goals and landing page URLs
I'm having several issues with building a marketing plan and my call with Zoho has not solved the issue. I cannot associate my email campaigns with a plan because it tells me that I have no campaigns to associate. I have several that have sent and severalJourney trigger taking half an hour or more to process
I've set up a journey with the trigger set to someone being added to a list. I have an email that goes out with no delay when the contact is added to the list, but this email typically takes half an hour or more to actually get through processing and sent out. Ideally, the person would get their welcome email immediately when they join the list. Is there any way to reduce this processing time? Since the welcome email contains information that my contact needs if they don't get it right away theyWhy are Journey's "ignored"
I've created a few success Journeys but lately, some leads have gone to "ignored". Why?Leads stuck on Journey during a merge
Hello, When my leads are going through a Journey, they get stuck on a merge for a very long time. I had a 1 hour delay for an email and it took an extra 30-45 minutes to move forwards after the merge. One also got stuck for over 3 hours when there isUnable to activate a journey
I'm unable to activate my journey, despite having upgraded my subscription "Dormant". Usually, there would be one activate button; however, this time it doesn't show the button but shows "You can avail this feature by switching to the paid plan".Why NAME input field is actually LAST NAME input field in the popup contact form?
Hi, I came across some impossible situation... While creating Smart Popup in the Marketing Hub we have 2 fields available: NAME and EMAIL. While registering to the form it comes out that the NAME is actually LAST NAME on the list... How is that even possible? I have all contacts importet from Mailchimp and all them have regular FNAME, and all from Zoho will have LAST NAME intead of first name? Please tell me i can chnge it somewhere. ThanksEmail newsletters
I was under the impression that Zoho would provide an email tool that could replace Constant Contact which we currently use for mass emails. But I do not seem to find that. Can someone give me directions?Smart Pop-Ups on Mobile
I am having trouble with the mobile rendering of the smart pop-ups on Safari. Is this a known issue? If so, when will this be fixed?URGENT -Wordpress Pop up form
We are trying to set up in Marketing Hub what is currently implemented since wordpress. A call to action button that opens a subscription popup to our newsletter How to connect the popup form that we created in wordpress so that it opens in Zoho? See screenshot attachedIs there a EMAIL REPLY condition?
Can Zoho MH know if someone has REPLIED to an email in a Journey?If/Else Condition
You do not have the option on the If/Else Condition if some Replies to an Email in your Marketing Automation. Only if they open or click a link inside. You do have this option in Zoho Campaigns. I strongly suggest you add it to Marketing Hub. The idea of a marketing campaign is that customers engage with you. There is no stronger indication of a Hot Lead than a direct response to an email.Next Page
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Important: Zoho MarketingHub is now Zoho Marketing Automation
Hello Everyone, We hope you all are doing well. We'd like to notify you that we have rebranded Zoho MarketingHub to Zoho Marketing Automation. We'll discontinue using the term "MarketingHub" from May 26, 2021. However, there will be no changes in theAnnouncing Zoho MarketingHub plugin for WordPress
Hello everyone, We are glad to be introducing the Zoho MarketingHub plugin for WordPress users. Now, you can understand visitor behavior on your WordPress pages and posts while getting them to convert into leads using signup forms. Read on to know how you can learn more about your WordPress site visitors using this plugin. 1) Understanding website visitors' behavior: Once you have connected your WordPress site with Zoho MarketingHub's Web Assistant tool, you can instantly set up tracking forImportant update: Please reauthorize your Zoho MarketingHub-Twitter integration
Due to an immediate API change, users who have integrated with Twitter will have to reauthorize their Twitter account integration in Zoho MarketingHub to continue the services. What are the basic things you should keep in mind before and after reauthorizing?Update on MarketingHub in Zoho One
Hi Everyone, We have updated the total number of leads per employee in MarketingHub for Zoho One users. Earlier, for every employee in Zoho One you were allowed to add 500 leads in MarketingHub. The number of visitors would have been twice as that of the number of leads. After the new update, 1. For each employee license added/purchased in Zoho One, 5000 leads will be added to the MarketingHub account 2. We were offering 500 leads limit for each Zoho one account getting created in MarketingHub service.Introducing the Zoho MarketingHub Community Learning
Hello everyone, We're glad to be kickstarting the Community activities for Zoho MarketingHub—our latest marketing automation software. Over the next few weeks and months, we'll keep you hooked with interesting and enlightening tips, webinars, live sessions, and one-on-one events. Follow our threads for constant updates, and share your thoughts through comments. Our major motive of building the Zoho MarketingHub Community is to encourage marketing automation enthusiasts to share their ideas, product-related
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Most Discussed Topics
How to sync a lead to CRM when, in CRM, it converts from Lead to Contact
When you sync a ZMA Lead to a Lead in ZCRM, the process works nicely. But when a ZCRM user converts the Lead to become a Contact, the sync stops. That's sort-of understandable because the ZMA sync is setup to talk the the Leads module in ZCRM. But what'sData import: custom fields to map if field names match
Hi An idea about data import into ZMA. In future releases, it would be helpful if the field mapping function would automatically map input fields to custom fields as well as standard fields if the field names match. At the moment, input fields only automaticallyCan you use segments within segments?
I'm pretty certain this isn't possible but I'm asking to check! Is it possible to use segments within segments e.g. you use an "Industry" segment to select leads working in Construction then, within that segment, you apply a second segment to select leadsI'm not able to sync my leads from Zoho CRM to Zoho Marketing Automation
Hello!! We are trying to run a trial marketing automation within our internal team while trying to integrate leads from Zoho CRM. But as we tried to sync leads from the Zoho CRM to Zoho Marketing Automation an error pops up displaying "Organization is
Sticky Posts
Important: Zoho MarketingHub is now Zoho Marketing Automation
Hello Everyone, We hope you all are doing well. We'd like to notify you that we have rebranded Zoho MarketingHub to Zoho Marketing Automation. We'll discontinue using the term "MarketingHub" from May 26, 2021. However, there will be no changes in theImportant update: Please reauthorize your Zoho MarketingHub-Twitter integration
Due to an immediate API change, users who have integrated with Twitter will have to reauthorize their Twitter account integration in Zoho MarketingHub to continue the services. What are the basic things you should keep in mind before and after reauthorizing?Tip of the week 03 - Attaining the multichannel connect
In today's marketing world, every interaction is just a click away, thanks to the smartphone technology and the multitude of social media platforms. But, are you really a click away from someone who is in need of your brand? This is something every marketer should think. Your audience may be omnipresent with new engagement channels being created everyday. Amidst all this chaos, how do you qualify yourself to be a brand that's inclusive of the audience of every kind? A lead who comes from a webinar4 steps to create personalized customer journeys
When was the last time you sat down to reflect on what forms of content or messages are being sent to different customers and leads of your brand? If you're using the same content strategy for a lead who signs up today as well as a customer who just purchased from you, then there's something seriously going wrong! But, designing a customized engagement strategy for every customer or a lead is a huge task and demands more detailing if not just for time. The best way to implement varied engagementTip of the week 02 - The art of 'seeing' your leads
What's the last page that your lead visited before signing up for your brand? What was the page that first convinced your lead to explore more about you? Where are your leads coming in from? Well, these are some perennial questions today's marketers live upon. And, knowing the answers to these questions is crucial, considering the vitality of leads in every business. In the journey of finding lead opportunities, it's important to understand that every detail about a lead is useful. While the channels
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