Making 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.Is there an integration with SalesIQ?
I've added the tracking code to my website and can see visitor activity. However, it doesn't recognise previous visitors that are tracked through SalesIQ. Is there a way to integrate SalesIQ so I can reuse the data already captured there?Zoho One - Zoho MarketingHub - Zoho Campaigns
Being a Zoho One customer i'm trying to decide how to best use each of these Zoho apps, Campaigns and MarketingHub. Curious to know others approaches. Maybe use MarketingHub for Lead management and engacement, and Campaigns to email current customers with newsletters and such? Thanks to all for your feedback!Shopify abandoned cart integration
Hi I see that in Zoho campaigns you can easily integrate Shopify and set up an abandoned cart email. Is there a good way to do this with Zoho Marketing Automation? Is there any integration like in campaigns for Zoho Marketing Automation? Thankswill a lead be notifed on "delete"?
Will a lead be notified when I delete him/her from ZMAs lead list? If yes, can you please let me know how to remove a lead withou sending a notification? You may want to add that answer to your knowledge base as well, since I did not find it there: https://help.zoho.com/portal/en/kb/marketing-automation/user-guide/list-management/lead-management/articles/how-to-delete-leadsCan you trigger a Goal by a page's meta tag?
I'm 99% certain the answer to this is "no" but wanted to confirm. My client wants to trigger Goals by visits to pages that use specifc meta tags. The only way I've triggered Goals is through visits to a specific page or pages with a string in their URL.Journey editing screen - tracking panel obscures main window since Zoho One interface update
Now I've upgraded to the new interface for Zoho One, the tracking panel (the bit that lets you track which leads are in the Journey) won't disappear. As far as I can remember, you used to click on the little bar chart tab and it would minimise to theactivity tracking
Hello, We have faced some issues with zohoMarketingHub lately and the issue is being that a lead can't enter the journey more than once. We want to send emails to our leads, currently we are planning to send them through zoho crm but we still want to use the tracking system that MarktingHub is providing. Is there any way to embed those tracking links inside our email templates so we can track when a client opens the email and interacts with the content in this email? Is there any workaround?Please: our customers need information about the release of the new version Zoho MarketingHub
Hi, 1. When will the new version of Zoho MarketingHub be released? 2. In case there is no exact date: Can you give us an approximate deadline? Our company has to decide whether to wait for MarketingHub or choose another alternative. Thank you. SergiWorking with Campaigns & Marketing Hub
I'm a little confused as to Campaigns VS Marketing Hub. I currently use Campaigns and want to ramp into Marketing Hub. When I look at lists in Marketing Hub, I see my Campaigns lists and the interface starts to look at lot like Campaigns. 1. Is Marketing Hub an "overlay" of Campaigns? Meaning does it leverage what I've built in Campaigns? 2. Should I be using Campaigns for my CRM Client emails and Marketing Hub for my Leads? (I'm seeing my Clients in Marketing Hub too but the term "lead" is veryGoal editing - bottom of screen obscured since Zoho One interface update
Since the Zoho One interface update, the bottom of the screen you use to edit Goals is inaccessible. See screen-1853. I'm trying to select the field called "Demo Score B" but you can see that it's hidden and not selectable.Loading the ZMA plugin asynchronously
Hi Should we load the ZMA Wordpress plugin in async mode? I have seen one brief mention of this option (see screenshot). I presume async mode loads the plug-in without impacting page load times (which would be good). But is it less reliable this way?Journey editing - hard to expand journey 'down' since the Zoho One interface update
Before the update, you could drag the last item in a Journey down, off the bottom of the editing window, then let go of the mouse button and the item would be moved a significant distance further down the screen. This gave you more space in the JourneyHow do you view lead tags longer than a few characters in length?
Hi Is there a way to see the tags assigned to a lead if the name of the lead tag is more than a few characters long? If you take a look at screen-1849 you can see that there are two tags assigned to this lead. Both of their names start with "Brand Market..."Deleted Lead was resurrected by Goal
I deleted a lead from MA. It was kieran2@nqcialis.com. If you look at View All Details you can see it was deleted. But then a Goal that this Lead had triggered tried to update the record. This should have failed because it's been deleted but, instead,Embedding social media feed into a website
Are there any tools or widgets available from Zoho that will allow embedding live social media feeds to a website?[ZohoMA-Journey] Send the mail every time when the Zoho MA forms' submission.
Hi, I'd like to run the Journey every time a customer input their mail address in the Form. I am using the [form submission trigger] and Zoho sends the mail to the customer at the first time. However, if the mail address is already in the Journey, theConfirming: syncing Account data can only be one way (CRM > MA) not back (MA > CRM)
Further to my question "CRM Sync for Contacts doesn't let you see the associated Account Name"... I've setup a periodic data sync that draws updated information from the Accounts module in CRM (fields like Employees) into the Account fields in MA. ThatMail-Templates: Configuring Image-Padding
Hey there, I'm kind of lost because I'm not able to add a padding area to my images within the mail template editor. Back in Zoho Campaigns you could choose whatever image section you want to customize and configure the padding in the left sidebar. InHow 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 services not working
Hello, So I have done quite a bit of research about this issue, and nothing seems to work or get me closer to my question getting answered. My problem is that when I click sync services, the URL changes, but it does not open and will keep me on the sameWhy 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 > 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!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 theLead 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 integrateTopics assigned to Contacts in Campaigns
I have yet to find an efficient way to assign topics to contacts in campaigns with the new system in place. We have daily contacts added to our system through various forms and we have to manually go in and add topics to contacts before each email campaignI want to embed a newsletter signup form directly into an email template
I'm trying to include a signup form from MA directly into an email template using the embed code generated from the forms section. I've tried using the html code, and while the form does appear, it is not functional (fields can't be filled). This is theHow many leads we can able to add on Marketing Hub? Any Add-ons,if limit exceeds?
I'd like to know how many leads can be able to add on Zoho marketing Hub. For Account+User=? Looking forward to hearing from you ASAP! Thanks. Best Regards, Bala.Zoho Marketing Automation Update: Topics, Contacts, and List Management
At Zoho Marketing Automation, our highest priority is making it easier for you to use our product to accomplish your business goals. With that in mind, we are updating three of our pivotal features: Topic, Contacts, and List Management. These existingHow 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.Show To Option is Missing in Marketing Automation
FOr some wierd reason the Show To option is not available when configuring the Smart Popups. Anyone can help? Thanks,Update : Zoho Marketing Automation is HIPAA compliant now!
Hello Everyone, Hope you are doing well. We're glad to announce that Zoho Marketing Automation is now HIPAA compliant ! Zoho Marketing Automation is HIPAA compliant from September 21, 2021. The Health Insurance Portability and Accountability ActZoho 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/ butMarketing Automation SMS - How do we sync to CRM
Hi, We are looking at BulkSMS with Marketing Automation, how do we sync these messages with the contact record within the CRM?CRM Sync for Contacts doesn't let you see the associated Account Name
Hi When you sync a Contact from Zoho CRM to Marketing Automation the list of available fields does not include the Account Name the Contact is associated with. This means you get Leads in ZMA with no Company Name, even though they are associated to aLead Exits Journey if responds to email
Hello, Been trying to make a lead exit a journey when responding to a email from that journey, but I've noticed that in "add response" option in "Send Email" process, only allows responses like email opened, any link clicked, specific link clicked. And in the "If/Else Condition" it also doesn't contain the option that I want. How can I get around this issue, preferably in an automated way? Thank you.Marketing Hub Pop-Up Form Problems
I have just started using Marketing Hub and have come across a few annoying problems: Image library doesn't load thumbnails inside editor doesn't change the text color of the pre-populated text in input fields (name, email, etc.) Once selected a text Background, it can't be reverted to transparent, definitely needs opacity settings Text border can't be reverted to "none" once selected either. Can't edit 'Website Details' and 'Popup Response' settings once activated, not even when paused. forced toUpdate 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.MH 2.0 - now Q3 2021
In amongst the storm Zoho has kicked up by removing features in Campaigns, I noticed this comment from Praveen B: "We are working on new version of Zoho MarketingHub and we expect to release this in Q3, 2021." Then, will it turn into "the end of Q3"?Zoho 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?Next Page
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Announcements
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 theZoho Marketing Automation Update: Topics, Contacts, and List Management
At Zoho Marketing Automation, our highest priority is making it easier for you to use our product to accomplish your business goals. With that in mind, we are updating three of our pivotal features: Topic, Contacts, and List Management. These existingUpdate : Zoho Marketing Automation is HIPAA compliant now!
Hello Everyone, Hope you are doing well. We're glad to announce that Zoho Marketing Automation is now HIPAA compliant ! Zoho Marketing Automation is HIPAA compliant from September 21, 2021. The Health Insurance Portability and Accountability ActUpdate 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.Announcing 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 for
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Loading the ZMA plugin asynchronously
Hi Should we load the ZMA Wordpress plugin in async mode? I have seen one brief mention of this option (see screenshot). I presume async mode loads the plug-in without impacting page load times (which would be good). But is it less reliable this way?Journey editing screen - tracking panel obscures main window since Zoho One interface update
Now I've upgraded to the new interface for Zoho One, the tracking panel (the bit that lets you track which leads are in the Journey) won't disappear. As far as I can remember, you used to click on the little bar chart tab and it would minimise to theGoal editing - bottom of screen obscured since Zoho One interface update
Since the Zoho One interface update, the bottom of the screen you use to edit Goals is inaccessible. See screen-1853. I'm trying to select the field called "Demo Score B" but you can see that it's hidden and not selectable.Can you trigger a Goal by a page's meta tag?
I'm 99% certain the answer to this is "no" but wanted to confirm. My client wants to trigger Goals by visits to pages that use specifc meta tags. The only way I've triggered Goals is through visits to a specific page or pages with a string in their URL.Deleted Lead was resurrected by Goal
I deleted a lead from MA. It was kieran2@nqcialis.com. If you look at View All Details you can see it was deleted. But then a Goal that this Lead had triggered tried to update the record. This should have failed because it's been deleted but, instead,
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 theZoho Marketing Automation Update: Topics, Contacts, and List Management
At Zoho Marketing Automation, our highest priority is making it easier for you to use our product to accomplish your business goals. With that in mind, we are updating three of our pivotal features: Topic, Contacts, and List Management. These existingImportant 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 engagement
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