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/.Marketing 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?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 onHow 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 lineDoes setting up ZMA's SPF and DKIM disable other systems like MailChimp?
I am converting a customer from MailChimp to ZMA. They will be using both systems while they get setup on ZMA and used to the way it works. If they setup ZMA's SPF and DKIM records, it won't stop MailChimp working or affect it in any other way, will it?Zoho Marketing Automation: Add Event to Office 365 calendar
Hello everyone, can anybody explain me how the function "Add event in Office 365 calender" works? You can find that function if you create a customer journey, add the event "send E-mail" and continue to the 3. step - scroll down to the bottom of the page.ZMH Forms generate an error since the rename to ZMA
I have a series of forms on my website. They were created in ZMH. Since the product was renamed to ZMA, the forms have started generating errors (screen-1540). I have updated the Wordpress plug-in but this hasn;t cured the problem. How do I get rid ofWordpress plugin: ZMA rename notification won't go away.
The alert that pops up in WordPress to say that ZMH is now ZMA won't go away (screen-1543). I press the "Thanks, got it." button but this makes no difference. I am using version 1.2.5 of the plug-in. There is no update listed as available so I presumeSync Existing lead from Zoho CRM to Zoho Marketing Automation
I have synced all leads from CRM to Zoho Marketing Automation. The name of the mailing list which contains all the leads is "All Leads" Now I have created a mailing list named "Created in month of May". This mailing list should contain all the leads whichIs MarketingHub changing its name?
I notice that this forum has changed from https://help.zoho.com/portal/en/community/zoho-marketinghub to https://help.zoho.com/portal/en/community/zoho-marketing-automation.Taking a lead out of a journey
Hey everyone I wanted to know how I can take a lead out of a journey once we have converted them to a customer in the Zoho CRM. For obvious reasons I don't want to carry on sending marketing emails to someone once they have become a customer. Hope my explanation is clear enough to understand. Thank you in advance.Website insecure when using Zoho Marketinghub
Hello, I've been using MarketingHub for a simple pop-up (for now, just that) but when i have the snippet active on my websibe i get an insecure message from Google Chrome: If i remove MarketingHub Snnipet from my website the error disappears, so its really a problem with Marketinghub. the image says: "The connection its not totally safe" "The atackers may see the images you are seeing in this site and deceive you by changing them". How can i make this warning disappear? ThanksSMS Campaign using Clickatell - set up instructions.
I'm trying to set up an SMS campaign using Clickatell, but it's not working. On clickatell, I have purchased some credit, and set up a http API. I've then pasted this API key into Zoho Marketing. I tested the API in clickatell and manage to setup my phone number as a test phone. I have the SMS setup to trigger when someone is added to the list - nothing! Anyone else having issues with this?Push GCLID to CRM when creating lead via Marketing Hub journey
When a user on our site completes a sign up form, I'm using a Marketing Hub journey to push them to CRM. How can I make sure that the GCLID is populated in CRM?ZohoMarkethub and MSG91 integration.
I want to integrate my Msg91 account to ZohoMarkethub. I need assistance in this matter. Urgent! Regards K JAYAPRAKASHMarketing planner issues with goals and landing page URLs
I'm having several issues with building a marketing plan and my call with Zoho has not solved the issue. I cannot associate my email campaigns with a plan because it tells me that I have no campaigns to associate. I have several that have sent and severalJourney trigger taking half an hour or more to process
I've set up a journey with the trigger set to someone being added to a list. I have an email that goes out with no delay when the contact is added to the list, but this email typically takes half an hour or more to actually get through processing and sent out. Ideally, the person would get their welcome email immediately when they join the list. Is there any way to reduce this processing time? Since the welcome email contains information that my contact needs if they don't get it right away theyWhy are Journey's "ignored"
I've created a few success Journeys but lately, some leads have gone to "ignored". Why?Leads stuck on Journey during a merge
Hello, When my leads are going through a Journey, they get stuck on a merge for a very long time. I had a 1 hour delay for an email and it took an extra 30-45 minutes to move forwards after the merge. One also got stuck for over 3 hours when there isUnable to activate a journey
I'm unable to activate my journey, despite having upgraded my subscription "Dormant". Usually, there would be one activate button; however, this time it doesn't show the button but shows "You can avail this feature by switching to the paid plan".Email newsletters
I was under the impression that Zoho would provide an email tool that could replace Constant Contact which we currently use for mass emails. But I do not seem to find that. Can someone give me directions?Smart Pop-Ups on Mobile
I am having trouble with the mobile rendering of the smart pop-ups on Safari. Is this a known issue? If so, when will this be fixed?URGENT -Wordpress Pop up form
We are trying to set up in Marketing Hub what is currently implemented since wordpress. A call to action button that opens a subscription popup to our newsletter How to connect the popup form that we created in wordpress so that it opens in Zoho? See screenshot attachedNext Page
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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 excitingGoogle 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 analyticsIntroducing 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 yahoo
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MA2.0 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 contactHow to work with Folders
How to create, rename folders, add subfolders, delete folders, etc.Nothing triggers a Journey
I have been on the phone with Zoho support and they claim their development team needs to investigate more. However, I've found this is a pretty standard answer after a call takes any amount of time. After that, it's days and even weeks before it actuallyEditing 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 edit
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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
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