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 on
How 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's
Data 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 automatically
Zoho 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 leads
A 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 line
Does 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 of
Wordpress 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 presume
Sync 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 which
Is 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? Thanks
SMS 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 JAYAPRAKASH
Marketing 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 several
Journey 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 they
Why 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 is
Unable 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 attached
Marketing Hub Web Assistant has stopped tracking Visits.
Is there an issue with this system? It has stopped tracking visits. The Embed code validates just fine. Thanks.
ZMH > ZCRM sync workflow: revenue and staff fields missing
Hi I'm creating a workflow to send data from ZMH to ZCRM. It's attached to a mailing list and triggers when the lead email is not blank i.e. whenever there's any update. I've created two custom account fields in ZMH: staff and revenue. I want to map them
Mail Problem
Hello everyone, I have asked support several times, but unfortunately they couldn't help me at all. If we collect leads (GDPR activated) via Marketinghub, on the one hand normally an opt-in mail is sent and later a journey is triggered. Now to our problem: our leads do not always receive an opt-in mail or mails at all. This happens especially with large providers such as gmx.de/gmx.at or other providers. I honestly don't know what else I can do. The DNS settings have been checked and I also received
Marketing Hub - email not sent
Hi We setup a simple customer journey on Zoho Marketing Hub On lead insert - send mail with no delay Leads entered the journey , but email was not sent Could someone please advise ? Thanks
Image size different when viewing in Gmail on mobile
Hello, When I send emails from MarketingHub, the images in the email appear correctly when viewed on Desktops and the Outlook app on mobile devices. However, when viewing the same email from the Gmail app on a mobile device, the images are MUCH larger. Is there a way to correct this issue? Please see attached image for reference.
Reports in Marketinghub
I've been trying over and over and I can't seem to find a way to get a report with precise dates (in this case April 1st 2020 to March 31st 2021. I would need, in that report, total number of visitors, number of known and anonymous visitors, top 5 visited
Do journeys in Marketing Hub adhere to GDPR settings?
Since 99% of my customers are residing in the EU, obeying the GDPR law is crucial to my business. For sending a newsletter with Marketing Hub it's easy.: people who do not explicitly opt-in will not receive an e-mail with MH telling me that there is no
Tracking/Validating Coupons in Marketing Hub
I created an advanced campaign in Marketing Hub that included a coupon using the merge tag. I deployed a test of the campaign, but cannot figure out where/how to validate the coupon once it was sent. There are some instructions on this that relate to
Can't left align Journey emails that use dynamic content
We are hoping to use MarketingHub journeys for drip campaigns to follow up with our existing prospects. To make the experience as authentic as possible, we would like the journey emails to look like "real" emails from the contact owner - not an obvious
Updating a date field in Zoho Marketing hub with "today" date
Hi - I've tried to figure this out but I'm stuck. In a journey in marketing hub, I want to be able to update a contact date field with a dynamic field that pulls "today"s date. Then be able to push that field to the contact in the CRM. I know how to push fields to CRM, but I don't see the option to dynamically add todays date to a field.
Sync from CRM not working to Marketing Hub
i set-up simple sync as follows using a field based criteria and sync does not work from CRM. bombs out every time??
Zoho Flow to Marketing Hub
Hey guys, I have a problem integrating with zoho flow. Apparently the zoho flow creates the record in the marketing hub (attached), but when checking the lead it does not exist in Marketing Hub app. Can you help? Tks!! Zoho flow print:
Disable double opt in in Marketing Hub
How can I disable double opt in in Marketing Hub? There's plenty of scenarios where it makes no sense - for example, filling out a callback request form, requesting an emailed copy of our brochure or books, etc. It seems that you have to opt in before workflows run - which I'm using to push the details over to CRM.
Is it possible to add a tick box on the Pop ups Sing ups?
Hi, I would like to know if it is possible to add a tick box and a hyperlink on a Sign Up - Pop Ups? We want to make sure we show our users our Privacy Policy before they signed in. I also noticed that they receive an email in order to confirm their email address, is it possible to hyperlinks in the body of that email as well? How is the link for that email generated? I look forward to hear from you. Thanks
how do i use date to schedule emails in journey
it only has hours and dates can i be able to use days and like a particular date to schedule a mail
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