Remove lead from journey when converted
Hey again Sorry for all the questions today. How do you remove a lead from a journey when they have been converted to a customer or deal? I don't see any settings in the eject criteria. Thank you in advance.How i can remove a domain from Smart URL?
Hi everyone, I have some troubles when using Smart URL in Marketing Hub. Can you help me? The first, I chose a wrong domain and now i can't remove it to replace a new one. How can I remove this domain from Smart URL? The second is: What do I need to do to display the indicators at Touchpoint? Now this part of me is empty, although I have done everything. Thank you for your help.Cookie policy banner
Hello!! I have configured the Cookie policy banner but it does not appear on the web, I have installed the wordpress plugin for MarketingHub. regardsHow to update leads' custom field via the API?
Hellow there. I am using the "subscribe" endpoint to add leads to a list. It works. But I want to update CUSTOM FIELDS using this endpoint. I am trying my best but nothing seems to work. I have a "Events Created" integer custom field. How do I do that? ThanksHow do you assign a tag to a lead based on completion of a form?
We have several forms on our site... How do we assign tags to leads who complete specific forms? ThanksWeb assistant WEB APP on subfolder
Hello, I have my website at www.domain.com and my webapp at www.domain.com/admin. Is it possible to have the web assistant website on the former and the web app at the latter? ThanksAdding leads manually (from client side)
Hi there, Unfortunately the live form on our website doesn't work with "pull from external form" feature in marketing hub. Probably that's because the form uses some JavaScript to submit. Somehow with HubSpot we're successfully pulling leads from that form. It's about the form at the bottom of our home page: https://businessartservice.nl/ (.newsletter-form). Unfortunately I'm not able to push them from the server side manually. Is it possible to push leads manually to Marketing Hub using JavaScript?Subscriber Limit
Hi Everyone Can anyone tell me how to upgrade my account so I can add more subscriber? Thank you in advanceCannot edit cookie policy banner
Hi there, I want to add the cookie policy banner to my website, however the banner appears at the bottom of the page behind the SalesIQ chat widget. I wanted to move the cookie policy banner to the top of the page so I clicked the Edit button but I get a page that says I do not have permission. I am an admin and created the account through Zoho One. Thanks CraigEditing Ability - How do I edit a Goal (or Lead Scoring) after it has been created?
eg. I have a goal and now I want to add an action to it. How can I edit it? I cannot see any option to doso (even if I pause it). Same with lead scoring - I cannot see any option to edit.Library - NO IMAGE PREVIEW
So annoying, some folders are not showing the thumbnails/Preview of the images inside the folder. Specially when created the form and trying to change the background image there is no preview of the images within the folder.Zoho Marketinghub + Analytics
Any idea when Marketing hub will be linked to Zoho Analytics? For reporting purpose and customer success, this would be great? Regards, CarstenEmail verification
Does a lead have to confirm their email address after filling in a form form before we can market to them? Or is there a setting to put this off. Thanks ShaunAPI
Hello, can you tell us what's in store for the next version of the API ? I am looking for certain data that isn't available I don't think. I primarily want to create custom popups on my own site and want to get all the Data from Customized popup from the API, but its not all there. https://cl.ly/8948312784ca I am looking for more data from "WEb Assitant", like goals, missed goals, referring URL, etc. Will that come soon or never? On the API will this Array have every bit of info (twitter handle,Web Assistance URL ISSUES
Already added the code in the page i wanted to track. but somehow the page URL cant be seen.Account owners do not populate in CRM task object in journey
I am building my first journey and want to create a CRM task within the flow. I found the object to create the task but when trying to assign the task to an owner, none of the the account owners appear. I confirmed that MH is connected to CRM and it lists the names of the authorized people but no people appear in the account owner pull down menu within the CRM task creation module in Journeys. Can anyone point me to what I am missing? Thanks, Alex4 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 engagementSerious bug with bounces
Hi MH gurus, I just discovered a serious bug with regards to how bounces are handled in MH - at least with 'reminder' actions. When a bounce is detected on a lead in a journey, the journey continues to email to that bounced address, which results in yet more bounced. For example, I have a journey with opening email (let's called it Email1) that sends out an email to 300 people and gets 13 hard bounces. The journey then has a 'reminder' action which is activated for people do not open the messageIncrease MarketingHub Contacts for Zoho ONE
Good morning Zoho Team As users of Zoho ONE, I see that we have 1000 contacts available in MarketingHub but, how can we increase the number of users in MarketingHub without increasing the licenses of ZOHO ONE ? FreetingsTag Scoring
I propose TAG SCORING. This way we can increase and decrease the SCORE attributed to specific TAGS. For example, if a lead is often clicking through a particular interest, for which we have assigned a particular tag, over time, we can then see that out of all the "interests" we've tagged them for clicking through, they are scored the highest amount of interest for one particular tag. Or so, if someone showed initial interest in a topic that we tagged them on, but over time they continue to not engage,Match End User Timezones on Emails
Let it be know I am a HUGE fan of MH. :) When you are configuring a journey to send out an email you have to pick a time you would like to send it out. This works great if ALL your customers are in the same timezone. It would be very helpful if you could align with the timezone of your user. Meaning if you want to send an email at 8:00PM this would would vary depending on the timezone of your customer. I believe this function already exists within email campaigns. It would be ideal to see ifJOURNEYS: Is there a WAIT or DELAY block we can drop in?
I find I would like to put a WAIT condition or a DELAY condition on a path in Journeys. Is there a standard way to do this, or is this not available, or is there workarounds (possibly conditions)?Share your Scenario - Zoho MarketingHub for your business - Session 1
Hi everyone, We’re glad to be introducing a new session called ‘Share your Scenario’ as a part of MarketingHub’s Community learning. The idea of the initiative is to understand the marketing challenges and cases that your business is currently undergoing so that we can help you with our tools. We, at the Zoho MarketingHub team, would love to know your the marketing goals that you'd like to achieve so that we can build automated journeys for you. You can use these journeys inside the product as soonZoho MarketingHub Community Meetups - UK | June 2019
Hello MarketingHub enthusiasts, We are glad to inform that we will be visiting the UK for our community meetups this June. The meetups will be held at nine cities—Bristol, Norwich, London, Brighton, Birmingham, Manchester, Leeds, Dublin, and Edinburgh. The event starts off with our Zoho CRM experts discussing the tips and tricks that help you streamline your sales activities. This will be followed by an exclusive one-hour session on all-things-marketing-automation (3.30 pm to 4.30 pm). What weHow do we ensure phone number formatting for SMSs?
Hi Everyone, I have question regarding formatting of phone numbers to be used with the third party app integration for sending SMS. I have never used any SMS messaging automation in the past and numbers need to be sent in the E.164 format which starts with a +[country code][area code][number] to give us something that looks like this +50612345678. My question is, how do I ensure compliance from my potential lead when they are filling out a web form? I ask because it seems that the standard phoneHow to handle Autoresponders?
I am using Zoho Campaigns for our auto responders. Ideally what I would like to do with MH is to use the smart pop-up feature for lead capture and dump the lead into an autoresponder. Do I need to push the lead to Campaigns list for that? If so, how do we do that? Or is there an equivalent autoresponder function in MH?Introducing the very-first live Twitter chat for Zoho MarketingHub
Hello, everyone! Thank you very much for all of your contribution in our Community page. We’re up next with our very-first live Twitter chat, that’ll take place on 5th June, 2019, Wednesday, from 10:00 AM to 11:00 AM PDT. What's it? It's a live chat on Twitter—we ask you a question, and you reply to the question with your answer. We'll have a couple of experts such as industry specialists, partners, and knowledgeable speakers, taking part in the session too. Be sure to share as well as gain moreMove to Journey Unknown Error
When my journey reaches the process step of "Move to Journey" it is stopped and an "Unknown Error" is displaying. I first thought that maybe editing the active journey with the open trigger may be the issue but I still get the error. I have created additional test journey's and get the same error every time. What is the error and what can I do?Do your leads show up in touchpoints?
Hi MarketingHub users, I would like to know if anyone has leads showing up in their lead touchpoints. I have not had not one lead show up on mine, even though, I am receiving new leads through MarketingHub webforms. I have reported the problem to support but after several weeks this feature is still not working. It would be nice to know if I am the only one or if this is a widespread problem. Please reply, George ThiessZoho CRM Deal status in Marketing Hub sync
In Zoho Campaigns I was able to sync information from my Deals in Zoho CRM which allowed me to engage with people in different stages of the sales cycle. I was able to sync Deal information from CRM into custom fields in Campaigns. From what I can tell, this is not possible with Marketing Hub. The only workaround would be to create a separate view in CRM for each deal stage and set up a separate list for each stage. Has anyone else run into this limitation?Has anybody got Journeys to work?
I have set up a very simple Journey, it literally just sends an email to a lead if he or she hits a certain page on my website and fills in a smart pop up form. It doesnt work! I have tried other variations, equally simple but still I couldnt get it to work, Has anybody actually used Journeys and if so what are you using it for? Regards, ElisabethTrack Attachment Downloads in Marketing Hub
I have a journey for a free ebook we offer and I have the ebook attachment (via button) within the first email. I want to track the downloads and set the next actions based on the download response, however, I cannot. How to do set the next response in the journey based on the download action?Open Rate Decreased after moving from Mail Chimp to Marketing Hub
Hi, My company recently switched from MailChimp to Marketing Hub by Zoho. We noticed that our open rate dropped from an average of around 25% to around 15% on the first few campaigns sent from Marketing Hub. Can anyone provide insight on why this may have happened? Thank youThe goal doesn't work
Hi, We created the website with Zoho Sites and connected it with Marketing Hub, we can see how many visitors, create event, and even create tracking URL. We created goals with the setting visit a particular page and with selected the right page but the goals weren't counted.Incorrect us of donut graphics for message delivery reporting
Hi MH devs. Just some feedback. In the Journey Reports - > Message-Based reporting there is a donut graph that shows all of the following: Sent, Delivered, Bounced, Opened, Clicked and Unsubscribed. These numbers should NOT be combined as a donut graphic, as the pictorial representation is incorrect. For example, Sent is made up of Delivered, Bounced, but NOT Opened (which is a subset of delivered). Likewise clicked and unsubscribed is a sub-set of opened. This is a not a major deal breaker, butUsing journeys in CRM
Hi, Just sat in the Zoholics conference in London! Are we able to use journeys in marketing hub for our already completed leads (so customers) in CRM as well? Or is Marketing Hub solely for lead nurturing?Journey from Syn'ed source not sending emails
Hi. Hi have a HM list that is synced from ZohoCRM based on a CRM view. The sync works perfectly. When the first batch of 50 people were sync'ed to the list, MH dutifully emailed them the first email in the sequence. However, when an addition 200 people were sych'ed to the list the next day, these folks did NOT get the first email in the journey. I have investigate and looked at the reporting from several angles, and it seems that anyone sych'ed to the list is not starting the journey... or somethingZoho Marketing - not pay attention on Social platform
Dear Zoho Marketing Team , Though the Zoho Campain and Zoho Marketing Hub are great , but mostly on email marketing and SMS. Nowadays, there are many point of contact and sale took place on Social platform such as facebook , instagram,.. In many Asian countries, many sales happen on Facebook . Zoho support Facebook chat ( Zoho Social ) but this app is not focus on Sales like SalesIQ , but for commucation channel with customer only . Zobot is now on salesiq , many of my clients use other chatbotMailing credit costs for Zoho One users
Hey Zoho MH gurus. I am still a little confused by the ZohoOne MH pricing. I read on a Zoho facebook group that email out of MH require an additional cost. I've been told that we have the following limits to MH for ZohoOne users... Max leads = 500 + (number of users x 500). What is not stated is the maximum number of emails MH can set out. I've been told it is zero, without extra payment. For large, bulk email campaigns, I can understand the need to charge credits or set limits. But I cannot findHow to Identify Website Visitors
I was just wondering what are the various ways that I can identify visitors coming onto our website. I know with SalesIQ - this can be done by using a ZOHO campaigns URL and also is done when a user completes a form. However, will these information (i.e. those already identified) sync through to ZOHO marketing hub? And are there any other additional ways I can identify visitors. As obviously, to prepare a good marketing automation - the system will need to know who to send emails to etc.Next Page
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Dear Marketers, In the world of marketing, personalizing engagements with customers is often exhaustive but—thanks to WhatsApp—not exactly mysterious. WhatsApp has evolved from a simple messaging platform to a sophisticated tool for sending out marketingThe difference between Zoho Marketing Automation and Zoho Campaigns
Greetings Marketers! This post aims to differentiate between Zoho Marketing Automation and Zoho Campaigns. By the time you get to the end of the post, you will be able to choose a product that objectively suits you.What is Zoho Marketing Automation? AEnhancing Data Accuracy: Bot Filtering & Apple Mail Privacy Protection Compliance
Dear Marketers, The wait is over! We’re thrilled to share that the enhanced bot filtering feature is now live in Zoho Marketing Automation. Thank you for your patience as we refined this tool to deliver deeper insights into your campaign performance.Introducing Bot Filtering for Accurate Email Campaign Analytics
Update : This feature has been revamped. For the most current information and improved functionalities, please visit the updated version here. Dear Marketers, We're excited to announce a new feature designed to enhance the accuracy of your email campaignLaunching Snowflake Integration: Streamline Contact Management in Zoho Marketing Automation
Hello Marketers, Here we are yet another addition to Zoho Marketing Automation, integration with Snowflake. This integration is designed to streamline your contact management and enhance your marketing efforts. Let's dive into the features that come along,
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Enhancing Data Accuracy: Bot Filtering & Apple Mail Privacy Protection Compliance
Dear Marketers, The wait is over! We’re thrilled to share that the enhanced bot filtering feature is now live in Zoho Marketing Automation. Thank you for your patience as we refined this tool to deliver deeper insights into your campaign performance.Time Zone Sending in Marketing Automation
Good day...can anyone share if they have been able to get sending via Time Zones to actually work? Our data is 99% perfect, with all the time zone criteria met, yet the results are completely off target when we try to use it. We've had varied resultsQuickly delete items in email builder?
When deleting items in the email builder, it requires two clicks: one to hit the trash icon on the item, and then another click to confirm the delete. Is there anyway to skip the confirm deletion? Some kind of hot key like the Command button on the macZoho Sign up forms on Wordpress website not working smoothly
We have set up the forms on the website and linked them to respective email journeys. But when wesubmit the form the email generated/sent to user is not consistent. Sometimes the journey email is sent, sometimes a email verification message is sent ,Copying and pasting emails from CRM to Marketing Automation
Hello, My Zoho consultants built all my customer nurture emails in CRM instead of Marketing Automation. I would like them all in Marketing Automation. Can they simply copy and paste the emails from CRM to Marketing Automation? Or will they need to rebuild
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Marketer's Space: Leveraging CRM Data for Dynamic Content and Personalized Campaigns
Hello Marketers! Welcome back to another post in Marketer’s Space! We’re excited to continue our series on the many advantages of integrating Zoho CRM with Zoho Marketing Automation (ZMA). This series is designed to help you unlock the full potentialMarketer’s Space: Supercharged Journeys with Zoho CRM Integration
Hello Marketers! Welcome back to another post in Marketer’s Space! Today, we’ll explore how integrating Zoho CRM with Zoho Marketing Automation (ZMA) can take Journeys to the next level. In this post, we’ll look at a specific use case to demonstrate howIntroducing automation and utility conversations in WhatsApp marketing
We’re excited to announce the addition of two new features to our WhatsApp integration: Automation and Utility conversations. These enhancements will allow you to streamline your marketing efforts and engage with your customers more effectively by automatingMarketer's Space: Streamline marketing and sales by integrating ZMA's Planner with Zoho CRM
In a competitive market, clear goal-setting and seamless campaign execution are crucial for marketing and sales alignment. When integrated with Zoho CRM, Zoho Marketing Automation's Planner enables marketers to create, manage, and measure campaigns effectivelyMarketer's Space: CRM Integration—Using Deal and Account Properties for Smarter Segmentation and Lists
Hello marketers, Welcome back to another post in Marketers' Space as we continue our series on CRM integration. This week, we’re exploring how integrating with Zoho CRM helps you access deal and account properties, empowering you to achieve precise segmentation
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