Use of External Email Services
Would like the ability to use an external SMTP service to send emails campaigns in Marketing Automation. Services like SendGrid, Maligun Amazon SES, etcI'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 isHow to delete immediate sync by other users?
Hi Zoho MA Team, I am newbie to Zoho MA and I am having problems in immediate sync. Since the maximum limit per module is 5 only, I want to delete other user's immediate sync which are inactive. But I got this error. Delete permission for Leads is alreadyCan I track email replies?
I understand how to trigger a process if an email is opened, or a link is clicked. However, is there a way to create a response based on a reply to an email? For example send a message, if the recipient replies then update the field and remove it fromNo page visits recorded for campaign in Zoho MA
When I look at Website Insights for a sent campaign in Zoho Marketing Automation it says "There were no page visits and event hits recorded in this campaign." However, I can see that links were clicked in the email, and I know traffic has been drivenCannot Assign CRM Task Subject
Like title says, when setting a CRM task as a journey item inside Marketing Automation there is no field to set the subject. All the subjects for the tasks are undefined. Which does not help the CRM user with the task as they have no clue what to dLet a contact run through a journey multiple times
Is there already a solution available to let contacts run through a journey multiple times? I have a demo request form + journey, and it is desirable that contacts can run through multiple times. Same for a general whitepaper download form with a hiddenGoal reached after form fill is marked as anonymous
I have defined a goal in Marketing Automation > Web assistant. Visits any page with a specific keyword in its URL. The implementation is that one can reach the goal page after a form fill. I was expecting that the goal would be counted as an 'known',Going through a journey not in the history at crm level
Hi, is there a way to view at CRM level that a contact has completed a specifiek journey ( from Marketing Automation ) I was expecting to see this in the contacts history? Stuff like -> field out form, with a date? Ended journey at ...Zoho Marketing Automation Goal appears empty in Zoho CRM
The reached goal defined in Zoho Marketing automation get synced to my ZOHO crm. Modified Time in CRM is ok, but the label for the goal is missing in my crm, I see an empty field. What could cause this error? It seems that my goal name is written in theDelay in viewing goals within Marketing Automation
Hi, I think that there is a big time lack in viewing reached goals within Zoho MA. Can you please verifiy?Are goal criteria in Goal condition limited to 3?
I want to define a goal ( e.g. demo request ) , and we have 5 languages in our site. Therefore I need to be able to 'or' 5 'Visits a particular page' cases. Seems that I am limited to 3? Is that correct? Will it be extended in the future?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.Popups are activated but are not working, why?
Hi there, I have this issue with my popups. They are activated and assigned to pages, but are not working. What could be the issue and how can I fix this?Recuperating a Deleted Journey
Hey Zoho! I need help restoring a delete journey. Could you help me with this? If not at least send me the results and reporting. It's name goes as something like email blasts 04212022What happens to bounced leads when they are sync'd from Zoho CRM? Plus a few other questions related to sync'ing.
A few questions for the MH team. I've a list of leads that come form a sync to a ZohoCRM view. 1. What happens when a sync'ed lead is bounced. Does the bounce information get pushed back into the CRM? If so, when and what does that look like? 2. If a lead upsubscribes, what happens to the sync'ed contact in the CRM? 3. When I delete a lead from MH, can I re-sync the lead (so it is no longer deleted) from the ZohoCRM contact?Form based campaigns with CRM Lookup
Hello, I am sending emails with a form link to my contacts via ZOHO CRM, to let them check and eventually update their details. If they click on the form link, the form that pops-up is already prepopulated with their details stored in CRM. (Lookup field). I would like to do the same with Marketing-Hub. But the form integration is only linking a form and not auto-filling existing fields. Thanks for your helpNo Delay emails in journeys are NOT exactly no delay.
Hi Everyone, I just got off the phone with MarketingHub support and felt that the information received needs to be communicated loud and clear. As many of the other people in this forum, I am working to get MarketingHub doing my heavy lifting with leads and hopefully making me look like a super efficient superstar even though we are a 2 person office. Anyway, what I just found out has made a big difference in the way I will set journeys up. I know that the app has issues, but I also know somethingsInbound Marketing Strategies and Concepts Video Playlist
FBurg CRM has created videos about Zoho inbound marketing strategies. you can apply these to your Zoho marketing strategies. There is something for basic and advanced users. Here is the link to YouTube Playlist with 22 marketing strategy specifics. IConnect "Update field" component with another component
I received this comment when trying to activate my Journey. What does this mean and how do I fix it? "Connect "Update field" component with another component" Thanks! Zoho noviceWhy 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. ThanksWorking 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 verySignature copy works only in Firefox and Safari
HI, I noticed today a problem during a demo I did of the email Signature Campaign. I shared the sigature to myself, received the mail with the link to the signature to be copied: I tried all of the tab (except outlook, I'm on Mac), to copy the the clipboard.Duplicate Values
Hi, I am trying to update our internal contact's email address as we recently changed our emial domain from thinklogicmarketing.com to thinklogicmediagroup.com. Some of the leads I am trying to update are prompting that there is a duplicate value. ThoughHow to test if smart pop-ups is working or not?
Hi Zoho team, We created a smart pop-up, both engagement and sign up late last year and it seems it's not working properly. Is there any way to test if the pop-ups are working or not? Thank you!Marketing Hub Zoho Meeting Webinar Leads?
According to the documentation - when you integrate your Zoho meetings account, it's meant to sync the leads through from Zoho Meetings into Marketing Hub lists. However - I can find no way to do this. There only appears to be a sync from gotowebinar.Deleting leads
Is there a way to delete more than 200 leads at a time? We are trying to remove leads who have acquired less than 100 lead score which were added in 2019-2020 to free up space for newly acquired contacts. Would be convenient if we can select the filteredEmbedding 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?Marketing Automation Mails not working with Zoho Forms
Hello! I am having problems with Marketing Automation. I have all the forms of my website with Zoho Forms working perfectly with Zoho CRM, but the problem comes when I try to USE marketing automation. Now is a must to assign a topic to the leads if youRelease date for V2 has been pushed to Q4!
I suggest that you stop giving dates. I do hope that what you finally release is worth the wait and WORKS. Until then, Zoho Campaigns is the way to go. Most MH V1 features don't work!So here we are in the last month of the 4th Qtr 2021, Is there any news on Version 2?
Is there any news on Version 2?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. SergiWhat to do in MarketingHub after converting a Lead into a CRM Customer (Contact)
Hey guys! First of all let me say, great job with this new addition. You nailed it! Now, I'm a bit confused about MarketingHub and the CRM sync. I understand the importance of marketing to Leads but, I don't see a clean view or tab where I can identify and market my CRM contacts (already customers) in MarketingHub interface. I see there's Pre-made Journey templates for customer retention and loyalty but there is not a specific tab to identify customers. All I see is a Leads tab which I understandList based fields
Give us the ability to have individual fields within a list. This would enable us to store information that is related on the list in database fields without having to create individual fields for each list. Confused? Let me give you an example: Lets say I have different lists, for each product I offer one list. And a customer is added to the list, if they buy my product: Lists: - Product A - Product B - Product C - Product D And I'd like to store for each purchase the following informations:Custom Form to Marketing Automation Action - CTA Download eBook
Would like to setup a custom form that triggers a marketing automation sequence. The marketing goal is to generate leads by downloading an eBook. Custom form would lead to automated email sequence in MarketingHub. The problem I'm having is the forms in MarketingHub are SignUp forms with a predefined email automation sequence.Marketing Automation Reports Help
We are new to zoho and working with marketing automations. When we send email campaigns the reports are confusing me. We want to export all report info into in one spreadsheet - clicks, opens, rates, etc all in one. I'm able to see number of opens orIf/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.Email > 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!Could the Zoho MH team at least tell us what is planned in the new version?
Hi All, I really would like a pre-release doc that would tell us what is coming and what has been fixed in the new MH. We have been being told for about 9 months now that the new version of MH is coming. OK, so the date gets pushed. That is understandableZoho MarketingHub and HubSpot Marketing - What are the main differences?
We're evaluating our tech stack right now and while we primarily use the Zoho ecosystem for our internal operations, we're putting each piece in the system under the microscope right now. One thing we're evaluating is whether we should be using MarketingHub,Next Page
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Bigin?
Announcements
Launching Zoho Marketing Automation 2.0
Dear marketers, We are excited to announce the launch of Zoho Marketing Automation 2.0! We are sincerely grateful to the community for their support, encouragement, and feedback in this journey. Many members would be eager to get their hands on this excitingIntroducing WhatsApp Marketing with Zoho Marketing Automation
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 marketingUpdates for Zoho Marketing Automation 2.0 - Product Recommendation, RSS Campaigns, Cyclic Campaigns and more
Dear Marketers, We are here with a fresh set of updates for Zoho Marketing Automation. These updates are solely crafted for enhancing your marketing experience with the product and is available only on Zoho Marketing Automation 2.0. 1. Product recommendationEnhanced Email Security | Email Authentication Workshop - Google and Yahoo Email Policy Changes 2024
Dear Marketers, We're extending a special invitation to our exclusive Email Authentication Workshop, where we'll unravel the latest Gmail and Yahoo Mail updates that directly impact your email marketing strategy. Effective February 2024, gmail and yahooGoogle and Yahoo's 2024 email authentication requirements: A new era of security
Greeting of the new year! Starting February 2024, Gmail and Yahoo Mail are rolling out stringent email authentication requirements to combat malicious messages, reduce inbox clutter, thwart phishing attacks, diminish spam, and bolster data security. Here
Most Discussed Topics
Marketing Automation Manage List leads not found in All leads.
We have been importing leads into MA through our newsletter list, but just came to realize the leads we added through the newsletter list can't be found in the all leads overview. Any ideas on how we could sync or add them to the all leads overview? Thanks
Zoho DataPrep Resources
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl Resources
Zoho CRM Plus Resources
Zoho Campaigns Resources
Zoho WorkDrive Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.
Zoho Show Resources
Zoho Creator Resources
Nederlandse Hulpbronnen
Zoho Inventory Resources
Sticky Posts
Tip 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 channelsZoho 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 webinar
Top Contributors
Malathi S
Christine Dugan
Ingrid
Makan Lajevardi
Brendo