How to remove an Account from Zoho MH that should be connected with organization?
One of the Users had created an Account in Zoho MH (the trial) before he was supposed to have this app assigned. How can this User delete a trial Account? Is there an instruction? Will be grateful. Katarzyna
How does Cart Abandonment work?
I have activated cart abandonment but I am not sure how it works. How does the user's information from my website get transferred to Zoho? I do not remember setting up any API's.
SMS campaign sent on the date field
I see that it is possible to send an SMS message before or after the date field. Is it possible to send one on the day of the date field say at 20:00hrs? If not, is this function coming? Thanks
Zoho Marketing Hub SMS Campaign Question
I have a group of leads in a module in Zoho CRM. One of the fields in that module is a date and time e.g. 25/8/2020 17:30. This date & time represents when they will be leaving my attraction. Is there a way to use this date and time to trigger an SMS to them at this time (or maybe with a one hour delay?) I can work out how to get the module to sync with zoho marketinghub, but not a way to send an SMS message based on the date and time in each lead (they are all different). Any ideas? Thanks
How to create product merge tags?
I have created products in marketing hub and i'd like to get some product fields into emails using merge tags but I cant't figure out how. Can you help me?
Error When Trying To Use Zoho MarketingHub - Web Assistant - WordPress Plugin
After installing the Zoho MarketingHub Plugin and trying the Web Assistant to install the code in the Head Tag, I first got a message that I did not have permission, but I did have permission. I resolved this erroneous error. Now I get the error: 404 Page not found The Page you are looking for doesn't exist or an other error occurred. Go back, or head over to UTX Inc to choose a new direction. This is the resulting page that is not found. http://u-t-x.com/wordpress/wp-admin/admin.php?page=mh-wa&saved=true
Pop Up Forms Unusable
I just spent an hour creating a nice looking pop up form using the built-in designer. As soon as I hit "Save and Proceed" it destroyed all the formatting changes I made. Is completely unusable. Is there something I am missing here? Do I have to use one of the built-in templates and not make any changes to them? Any changes I make are removed as soon as you hit Save and Proceed.
Best practices for implementing a whitepaper download
I would like to reproduce the Peter´s case here in MarketingHub community. This is exactly my necessity. Is there any solution for this in MH? -------------- Hi, I want to do inbound marketing with Zoho Campaigns. The goal is providing whitepapers which can be downloaded when an email address is provided. I implemented the process in other marketing automation solutions - it would be as follows: 1. Implement a signup form incl. a checkbox for marketing permission 2. The signup form triggers a workflow
How to track single page application web apps
The MarketingHub code for Websites and Web Apps seems to send page views to MH upon DOM ready. However, with SPA (single page applications) such as Angular, React & Vue, there is only one DOM ready event that fires, and subsequent page views are all virtual. What code can be used to trigger a new page view to MH? And, is there a way to control what the page title/document title value sent over is?
Problems with CRM sync + contacting support
Hi all First things first; I have opened up two support requests today, with the problem below, but now I do not have any open (or closed/on hold, for that matter) requests when I acces My Area. Opened 1 ticket and got no reply, so figured I would log in and check and could not find a ticket. Opened up a new one, took a screenshot of the confirmation screen, but when I went to My Rea, this was also gone! Any ideas? OK, onward to the real problem New to Zoho and have just signed up for Zoho One and
Error sending data into Marketing Hub
I created a flow that sends data into Zoho Marketing Hub. During test, the flow works fine. But during live execution, the flow fails. The error message is: Zoho MarketingHub says "Fehler beim Abonnement. Bitte warten Sie etwas ab, versuchen Sie es dann noch einmal." (Error with your subscription. Please wait a moment and try again). Any ideas? Thanks
"Wait Condition" like in Campaigns?
We started our trying to use Campaigns, but Flow can't update tags inside Campaigns, so we've tried to switch to MarketingHub, only to find that there's no "Wait Condition" like in Campaigns, we can't setup our "New Customer" journey - as we need to wait at certain points for "up to 2 days" for a tag to update. Am I missing something that does the same? Thanks, Karl
How to use Accounts module's data as criteria in MktHub
Hello guys, I'm creating this topic to try to find out how can I use Account's module's data as criteria to known visitors in my smart popups at Marketing hub. Right now, I'm able only to choose leads' module. Am I missing any setup step? Anyway. I also have another question. Does Zoho Marketing Hub have a live chat between me and support team as CRM and desk? I really miss it, asking for help via e-mail takes too long. Anyway, if anyone could answer me would be fantasitic! Kind regards, Stay safe
How to integrate Marketing HUB witth Zohosites
In order to manage landing pages and lead I've subscribed to Zoho Sites. I need to know if is it pssible to integrate data acquired by forms created directly in Zohosites with Marketing HUb thank you
I'm missing the ability to push custom data to CRM within a Journey
In Zoho Campaigns I am able to push custom data within a journey to my crm: I'd love to see the same im Marketing Hub
Provide Webhook based Variables to Journey
I love to be able to trigger a Journey via Webhook, but I would love to be able to provide custom parameters to the beginning of the journey. Lets say I have a Journey for the case a customer purchases a product. This journey includes some introduction emails, an onboarding guide, a set of tipps and tricks and request for product review email. For very standardized or similar products, I would just like to exchange some bits and pieces of the emails i send out. A different link to the product page
Live form url character limit.
Greetings, We've noticed that when you add the url of a live form, on the selection pane (where you select/click a the form), the iframe fails to load. When we try shortening the url to a certain length, the iframe loads just fine. This is fine for most cases, but for SEO, we need to have the url/permalink of the page to be a certain length, to accomodate for the keywords on the link. Is it possible to increase the max length of the url used by the iframe? 255 characters should be sufficient for
Page Posts and Social Posts
Are any MarketingHub users using the Page Posts and Social Posts feature? We use Zoho Social to re-post industry specific articles and another software service that pulls our new blog posts into their service from our blog and creates about 10 posts over say 12 months (or how ever long you want) with custom graphics and text bubble quotes pulled from the post. The social posts in Zoho MarketingHub seem beneficial to be able to track engagement better but the post builder seems like it would add
How to set lead tags depending on email link click
Hi, I want to accomplish the following: * Leads receive a campaign/journey email * This email contains 3 links with different URLS * Depending on the link click a tag is added to the lead (link 1 -> tag 1 / link 2 -> tag 2 ...) Any idea on how to do this with MarketingHub? Best, Peter
Jouney is not triggered when creating/updating lead via Zoho Flow.
Ok, what I am doing is a bit "complicated" but it is the best solution so far for what I want to achieve. I use Wordpress and Elementor Form for a Ebook Download lead capturing page. I wanted to use Marketing Hub Sign Up form for that, but it did not work because: - The form purpose is just for signing up, not for actions like downloading an ebook. - The form will necessarily send a sign up email - Not sure if the journey will trigger and send the ebook if the lead does not confirm the sign up What
What Wordpress plugins do you use for content locking and other enhancements? Zoho Marketing Hub, Zoho CRM
Just wondering what Wordpress plugins Zoho Marketing Hub, Zoho CRM and SalesIQ folks are using in their stack? We are B2B and just getting started on Zoho CRM Plus (and MarketingHub). I'm interested in getting them working together for lead gen. We're about to implement a Zobot for basic demo 'scheduling' and I am now looking at content locking for giving users access to previous webinars and ebooks. Currently we use Contact Form 7 which seems to play well with most things....however having to set
Leads sources not showing on Touchpoints by sources
Hello, I am able to see visitiors from different sources on my WebAssistant Dashboard, but I want to track leads from different sources such as Facebook, etc. When I choose "Led Gen" -> "Touchpoints" I can see the visitors but all my leads are being marked like direct source regardless from were they come from. I have made some test leads coming to my website through a Facebook post, I see the test leads (under Leads Tab), and when I go to Touchpoint reports, I just see the visitors from Facebook,
Why Can I Not Integrate Marketing Hub with Zoho CRM in my ZohoONE Account
I have ticket open at the moment because the Zoho One system is saying I cannot connect Marketing Hub with Zoho CRM because I am already configured to Campaigns but I am waiting to hear what can be done - I have verifed my domain in Marketing Hub but Campaigns is saying it cannot verify because its already verified with another Zoho App. I am confused about the difference of Marketing Hub App and Campaigns App as they are both included in ZohoONE but they don't talk to each other from what I see.
Email Signature Integrated with CRM info
Hello, I'm bringing here a killing feature: discrimination on the email signature based on CRM info. Indeed, we have started to test your email signature module (Marketing Hub > Engagement) Currently we're using a paid tool called Xink which is working very well. BUT, it's not natively integrated to Zoho. With your solution, if you make the integration possible, we could define rules as follow: - If Account Type is Active Customers + Country = USA > Banner 1 - If Lead Status is Not Contacted
Marketing Hub & Campaigns: Add-on Emails, Leads, Limits and Much Confusion...
We are a Zoho partner selling a lot of Zoho One subscriptions. We tee up a lot of products but mainly Marketing Hub, Campaigns and CRM. Each of our clients have different needs. Many have larger lists that we need to use Hub to segment behaviorally and nurture through drip campaigns. Here's the problem: A. You are not clear anywhere about these add-on costs. They are buried making for unwelcome surprises. B. Your calculators are unclear. For example the calculator for Marketing Hub shows bulk email
Email campaign editor not working
Anyone else having issues editing images or anything other than text in the email editor? We are running into many roadblocks with this? Wasn't working yesterday nor today?
I have 2 problems
Hi, I have 2 problem: first: when I create a journey and select trigger form, I don't see my form created on app forms second: when I create an email and I try to insert a image, I click on camera icon but nothing is happening thanks
Unable to open support requests!
Hi guys I have now several times tried adding support requests for problems we've been having, with various departments. The support ticket is sent, we get a confirmation screen and a request ID, but no replies from suppprt and the submitted requests does not show up in My Area. Same happens if we submit a request via e-mail; no reply and no ticket created. Anybody else have this issue?
Smart URL Error Report
It would be super useful to get a report on smart URL errors. if I notice a pattern of errors I may want to direct them to content.
Problems with URLs and Template editor email marketing signature.
Hi, I am trying to promote some ebooks in an email signature campaign. The first problem I have is I paste a URL and I continually get an error. I have been able to get them to work if I manually type the URL, but it seems I should be able to paste a URL as it if faster and less prone to errores. The other big problem I have is that the card editor for the pre-built templates is totally different than the email template editor and I can find no instructions on its use. My attempts have only brought
How to set up Smart URLs on a WordPress site?
Hi everyone, I have attempted to set up the Smart URL feature, but have been warned by my hosting provider (https://wpxhosting.com/) not to do it as it could cause problems on my site. I originally tried setting it up in March and shied away for the same reason. So I now ask the MH support team and users. Can I set this up without losing my current hosting provider which keeps my site super fast? How do I set this up without breaking, losing or having anything go wrong on my siite? What and why do
How can I add more than 1 CRM account for pushing/syncing.
Right now, my account (marketing lead) is the only account available in the "CRM Account" pull-down for setting up "push to CRM" in both the automation setup for forms, and in CRM actions in journeys. How can I add more accounts... specifically sales. Because now, when I push a lead to the CRM, I'm assigned as the owner. We should be able to pick the CRM account of someone in sales when pushing leads... so that they are the lead owner.
CRM Field Mapping Template?
Every time I add a new form, I have to go through the long process of mapping every field in the same way I did for every other form, when setting up a push to CRM. Even obvious fields with the same name between form data and CRM fields aren't automatically mapped -- with is irritating. Can we get a way to save a mapping setup so that we can simply pick the saved mapping when creating a new form that pushes data to the CRM?
Can you help me with deleting the domain from Smart URLS in Marketing Hub?
Hello, I verified a domain for Smart URLs in my Marketing Hub. Now I need it somewhere else but I can't delete it from my side. I found on the forum that it should be done from your side. Can you please help me with that? I need 'stordar.me' domain to be removed. Thank you in advance. Daria
Issue with DOMAIN AUTHETICATION
Hello, Please i am trying to set up spf/dkim for my account. there is a 3rd domain the system generated automatically which i could not verify as i don't own the domain. Here are domains i have verified and that i own: 1.beginnersbase.com 2.beautyandsalonmarketing.com This is the auto generated one that i couldnt verify beautyandsalon.com can i ignore it please? and how can it be deleted ... thanks
Changing a webapp to a website
One of our companie's websites has mistakenly be created as a web app (under MarketingHub's Web Assistant menu). I've tried deleting it and creating a website with the same domain, but the app will only allow me to restore the web app and not create something new. First, can I make this change and if so, how? Second, what exactly distinguishes a website from a web app? is a web app simply a site that runs javascript or is there more to the distinction?
Anyone willing to give me a demo of how you use MarketingHub?
I am looking for opinions from current users of MarketingHub. What do you like and not like? Why did you choose MarketingHub over Campaigns? And would you be willing to do a quick screen share and show me how you are using it?
CRM Trigger
What are the ways everyone is triggering a MH Journey from the CRM? Specifically the Deals module. I want to trigger an MH Journey from a field action such as a picklist field.
List Cloning
Hello! I have associated my Zoho Campaigns account with my newly created Zoho Marketing Hub account. Currently, I have weekly syncs between Zoho CRM and Zoho Campaigns. If I clone my lists, will the leads and contacts continue to be synced in Zoho Marketing Hub? Or should I simply create new synced lists in Marketing Hub? Thank you
Marketing Hub Campaign Periodic Sync Grabbing Wrong Module Info
Hello, I think there is a bug with Marketing Hub Sync right now. I am trying to sync all of my contacts associated with an active account and when I go to map fields, it is pulling in fields from the Deals module instead. I have the criteria clearly checked as Contacts and Accounts... It's been doing this for over two weeks now with no change. The first screen shot below shows the sync setup, and then the second screen shot shows the mapping pulling in "Portfolio Profiles" which is just our 'Deals'
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