How to work with Folders
How to create, rename folders, add subfolders, delete folders, etc.Dynamic dates and fields
in Journeys, when creating a task, is it possible to set the due on date and the owner dynamically? For example, can you store the date as process run time + 2 hours so set the task as due in 2 hours after the process ran? And for the owner, set the owner of the task to the owner of the lead?Google Analytics version update | GA 4
Hello Marketers. This post is to notify you about the update of Google Analytics 4(GA4), the next generation of analytics which collects event-based data. What's GA4 and Why does it matter? Google Analytics 4 is the latest edition of website and app analyticsMA2.0 Forms in landing page not pushing information to Lists and CRM**Frustrated**
Hi All, I've been frustrating for over a week now with MA2.0. I feel it still has lots of issues that needs to be addressed. My main one is that I'm unable to capture leads/contacts from my landingpage. The landingpage is supposed to send the contactUser is already present in another account error in assigning users to marketing automation
Hello everyone Greeting, I had a problem in assigning user in marketing automation, when I try to add it I see this error: (User is already present in another account error) what should I do?Editing Pick List Values for Default Fields in Marketing Automation
Hello - I am attempting to change the existing list of "Lead Source" options in Marketing Automation. I can find where to edit the default fields and change them to alphabetical order, add the merge tag, etc, but I cannot find any place where I can editMarketing 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? ThanksZMA V2 is great but...
Hello In v2 there is only Shopify or Zoho Commerce, it will be great to add Woocommerce (abandoned cart) we can't use the V2 because that features is not yes implemented, we plan to use campaigns and Zoho Marketing Automation V2 both but we can't becauseMarketing Automation upgrade was supposed to be Q1 2022
When will we receive the long needed upgrade(s) to Marketing Automation? The last time a date was promised, we were told Q1 2022. But that has come and gone. It's getting increasingly hard for me to stay with Zoho and recommend it to my own clients,News letter form Zoho marketing Automation intergration
Does any one know where I can find leads that subscribed for newsletter in Zoho marketing Automation. I created a Zoho marketing automation form and integrated it to our website. Did some test entries to see if the leads will automatically be registeredNeed to set workflow or journey wait time (time delay) in minutes, not hours
Minimum wait time for both Campaigns workflows and Marketing Automation journeys is one hour. I need one or the other to be set to several minutes (fraction of the hour). I tried to solve this by entering a fraction but the wait time data type is an integerUnable to change the name of Lead Source Form
I'm trying to change the name of a form created against a lead source, but no matter what browser I use of how long I wait it doesn't save :Marketing Hub Google Analytics Integration
Can anyone explain how exactly the Google Analytics integration works in Marketing Hub? I can't seem to find any information on it at all. The integration says "Import Google Analytics Report." But I can't actually find anywhere to perform this functionality and I'm also not able to see where there is any data being brought through from Google Analytics. Thanks in advance.Updates 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 recommendationTopics 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 campaignZoho Automations & CRM
I'm at the setup stage of Zoho Marketing Automations and we already have a large number of forms built - some in Zoho Forms and some in Zoho Landing Pages. However I have seen a message that only one integration can be set up per form - so does this meanTrying to Convert Lead into Contacts using Automation
Hi All - Hope you can help you. I created a new rule to convert Lead to Contact if I do not receive an email from a lead after 7 Days/1 Week. Sadly the only Instant Action I can choose is Create Record = Contact and no Convert showing. My main goal is"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?Does Zoho Marketing Automation emailers have a shareable preview link that does not need an email client?
I'd like to share a link with clients for quick reviews. Sometimes test emails are blocked or added to spam by the companies email policy.Is it possible to embed a Marketing Automation 'sign-up' form in an email which is active within the email client itself?
Is it possible to embed a Marketing Automation 'sign-up' form in an email which is active within the email client itself?Enhanced 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 yahooHow to automatically push unsubscribes from a MH lead back to the the CRM as an 'opt-out' email setting
Hi MH gurus, I have had 5 people unsubscribe from a list (synch'ed to a CRM view) over the last 2 months. However, there is no way to see if these people have unsubscribed in the CRM. My preference would be for anyone that unsubscribes from a MH list to be automatically and immediately flagged as 'email opt-out' in the CRM. Is this possible? Cheers, JoeGoogle 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. HereTrigger Event when Email Opened Twice
How do I set a trigger event when someone opens an email more than once? This was easy to do in Mail Chimp and I can't figure it out here. Currently, I have an email sent to myself when someone opens the email, but that doesn't help much. If someoneSmart lists
Hello In zoho campaigns we can create by using a workflow, smart lists It allows to have up to date lists according to specific criteria Do we have the same option in MA ?Move to another Journey
1. I want to move my leads to another journey once they finish existing Journey. What are my options Zoho MarketingHub 2. I want to add multiple Lists in to the Autoresponders. Is that possible? The reason i want to do that because i want to send the promotions to the leads that I have generated from the various lead magnets. What are my options ? Thanks AbhishekUpdate: Merge tag automation and footer creation
Note: This post is relevant only for existing users of Zoho Marketing Automation and not for the beta version users. Dear Marketers, We wanted to bring you to notice a few changes in Zoho Marketing Automation in terms of usability. Merge tags automationHow to add more than 200 leads at a time to a list
Hello, We have over 15000 leads in Zoho Marketing AUtomation. When I create a new list, I start with all leads and filter it for my criteria. I then get about 11000 leads. The system seems to only let me select 200 leads at a time. Is there a way to addImmediate Sync not working.
I created a simple immediate sync from when a lead comes in to add that lead to a marketing automation list and it doesn't work. The initial sync worked. But after that, it does absolutely nothing.Journey Email Improvement Suggestions
I have three requests, both related to journey emails (emails sent to contacts, not internal emails). #1 - Select Existing Email in a Journey As a journey designer, I would like the ability to reuse and existing journey email within the same journey orWhen marking a user as inactive, their lead lists disappear
We are facing a problem in our company that when an employee leaves the company, we mark the former user as inactive so that no one can access that account. The problem is that when we do this, all the company email lists we have collected disappear,Marketing Automation - How does unsubsribe work?
If a user unsubscribes from a campaign, can they be re-added as a contact? This is specifically for Marketing Automation. For example, they unsubscribe from a journey/list. Their data is then re-added to a new list. Would Zoho recognise that they haveSync Crm with Zoho marketing automation.
I have Zoho one. When I am in marketing automation, I go in leads, sync and crm is not linked, I do add new account and it says organization is already integrated and on the same it says account not associated. What is wrong with zoho? It is sunday eveningWhat is the reputation of Zoho Email System when sending emails
I want to know what is the reputation of Zoho Marketing Automation when sending emails. I have read that only 10% to 15% of the emails sent out get delivered. I understand that if Email Relay is not utilized then Zoho's reputation is pretty bad. I validateIs there a EMAIL REPLY condition?
Can Zoho MH know if someone has REPLIED to an email in a Journey?Unable to select elements
I have a website hosted on zoho sites. On the website there is a page which includes a form created in Zoho Forms. I want an event that will track if the user completes the form and sends it. This will allow me track people who started filling in theAuto responders in Marketing Hub
I've started to look at Campaigns and saw that the auto responders are going end of life and being replaced with workflows, when i jump in to marketing automation auto responders don't mention that. Will auto responder feature still be available in marketingJourney vs Campaign Confusions
Hi there! I hope you're all doing great! I'm new to the Zoho MA and I'm confused between Journey and Campaigns. I'm not sure if these two work together or not. I hope you can enlighten me. What I'm trying to do is setting up a Newsletter. 1. We have aTip 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 Font stopped recognizing French letters
Hi We have sent numerous campaigns in French using Zoho Marketing Automation. However, the last campaign prepared when sent as a test mail is not playing the French letters. Please help me as soon as possible. Regards Indo French HubNext Page
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Announcements
Introducing 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 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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