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. ThatHow 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. ThanksImportant: 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 integrateI 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.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.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 ActMarketing 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.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?how 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, neitherIs there a way to push leads TO the zoho crm? Not just synchronise information from the crm to this marketing hub?
We have begun setting up this 'sync' but it appears to be one-way. We wanted to effectively push form submissions out of this marketing hub and in to the crm? Have any users out there managed to achieve this?Lead Scoring in Zoho Marketing Automation Video - 49 Mins
In this video FBurg CRM shows you how to use the lead scoring capabilities in Zoho Marketing Automation. Surface hot leads based on sales signals and content engagement, push leads into funnel stages, sync lead Marketing Automation score with CRM customHow can I associate Lead Gen form with the content on my website
I would like some of the content on the website to be protected, where people are asked to provide their information before they can access it. How can I do this using Zoho Marketing Cloud? E.g. - go to this page - https://www.talend.com/lp/gartner-2020-dimq/.Posting on Linkedin
Hello all, I am investigating the possibilities of posting from MH directly on Social media. We have a company page on Facebook and we can directly post on this page from MH. For LinkedIn I expect the same, my post should be shown on my company. This does not work and the reply from one of the Zoho employees is: Thank you for contacting Zoho MarketingHub. Kindly note that there is no provision to post on the Page from LinkedIn. When you do a post campaign, it will be posted in your Wall. Hope thisMarketing 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?"Organization is already integrated" when trying to Associate with Zoho CRM
I'm trying to associate Marketing Hub with Zoho CRM but I keep getting "Organization is already integrated" What should I do?The power of workflows in Zoho Marketing Automation - Video Webinar
In this Zoho Marketing Automation video webinar, our experts walk you through: Why you may want to create marketing workflows How to create marketing workflows Use Zoho CRM data and apply workflows to automate your marketing strategy How workflows canSMS Campaign not triggering based on date
I have the following SMS journey set up in zoho marketing hub (see attached). Each lead has a date for their trip with us (just a date, no time). I would like each lead to get an sms message 2 days before the trip, and one sms message the day after (I would have liked to send an SMS on the day of the trip in the evening - but I don't think that is possible.) For some reason, this journey is not working, and I am not able to send SMS messages. I do have another SMS campaign which is working fine,Zoho Forms Data not captured in Marketing Hub List
Marketing Hubs forms are not able to embed in the page. So,I decided to proceed with Zoho Forms. I have created Form in Zoho Forms and associated with Marketing Hub to a specific list. The form data is not captured in the desired list (in Marketing Hub). Kindly advise me in the right direction ASAP! Thanks & Regards, Bala.Conditional Journeys for date defined by Lead with criteria
Hello dear Zoho Marketing community. I have a question about Journeys. We need to send a series of emails, triggered X days after the date field (defined by Lead when submitting a web form). Tree planting date in this case. The email series depend onCreating leads via JavaScript / Zoho Bookings work-around
We use Zoho Bookings extensively, but it turns out it doesn't integrate with Marketing Automation (!!!!) We need a way to get leads generated via bookings into MA, complete with tracking in place, client-side. We have a custom thank you page for bookingsIs there a EMAIL REPLY condition?
Can Zoho MH know if someone has REPLIED to an email in a Journey?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 automaticallyZoho 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 leadsA 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 lineNext Page
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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 forZoho 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: 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 theUpdate : 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.
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Marketing Automation/Campaigns confusion questions and integrations
I am pulling my hair out yet AGAIN due to the lack of true integration between zoho apps - Why can't we use Campaigns and Marketing Automation at the same time? if they are truely seperate apps, then we should be able to use both for what they were intended,View stats and updates in CRM?
I have spent days switching from campaigns to marketing automation, and now I go to find the campaign in the CRM and there is NOTHING at all? is there any way to attach a campaign from marketing hub to a lead in the CRM? can I do it another way? maybe
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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 existingImportant: 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 engagement
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