Clarity on Zoho One & Marketing Automation Limits (Leads, Bulk Emails, Visitors)
I have scoured this forum and reviewed the Zoho One Plan Details page for Zoho Marketing Automation ("ZMA" - formerly MarketingHub). There have been several forum threads requesting full transparency on ZMA limits/pricing under a Zoho One subscription.Unlock a "Hired" Candidate
OOPS! Fist time here, an we changed a status to hired instead of sending the offer letter. Now it is locked! Is there a way to UNLOCK them so I can send them the offer letter?zoho for property management / short term rental , billing
Hello all, I rent a few rooms on short term, so always by the month. For this I have made a own zoho one account. Now I ask how I set up this now fundamentally useful. The process is as follows. I get by standardized email from the mediation platformZoho One Apps
Has anyone else noticed that all of the Zoho Apps lack tons of features? Zoho Creator is awesome, but all of the Zoho One apps simply don't deliver the "punch" like other software solutions designed to do the same thing. We find ourselves constantly submittingExposing Widget Node Route to front-end
I'm building a widget that needs to contain an API key. So, naturally, this needs to be in the backend side of Node so that the code cannot be viewed in the browser console. I've created an express route in the node backend, for example: expressApp.get('/api/get-key',Add a client field in the Assessment tool
I would like the ability to add a client to the Assessment tool so I can build different assessments for different clients and being able to filter them. This is through the Staffing Edition.Zoho Creator customer portal users
Hi, I'm in a Zoho One subscription with our company. I'm running a project now that involves creating a Zoho Creater application and using the Zoho Creator Customer Portal. At most we need 25 customer portal users. In our Zoho One plan we only get 3Standard Forum Post and Response
Me: Hello, I need help with making this happen ________________ Forum: "crickets" Forum: "crickets" Me: Hello? Forum: Oh sorry you can't do that. Zoho: Oh sorry you cant do that, but if you email a business process to us we'll help. Me: 4 years latercreating a pop up that delivers an e book
Hi We are currently using Zoho One for all our software. Sites, Marketing Automation, Mail, PageSense etc. I would like to set up a process where when a customer signs up via a pop up they receive an email with a e-book. id also if possible have the optionDeactivated Zoho One account can sign in
I am concerned by the fact that deactivated users in Zoho One have the ability to sign in even after their account has been deactivated (not deleted). these inactive identities have no access to individual Zoho apps or data. based on my experience theyCan anyone recommend a great UK marketing agency that is familiar with Zoho Stack ?
I am working with a UK Financial Services company who is looking for a UK based (ideally close to Leicester) Marketing agency or resource to assist the company with a number of current projects.Zoho One server Error
While trying to sign-in to my Zoho One account an error prompts. It shows as below "Something went wrong. Please try again later. Sorry! Due to an unknown error that occurred in our server, the page cannot be opened now. Please try again later." - I didRSS feeds description is not pulling the summery field on Blog post
Hi, I am using RSS feed in zoho campaigns but i have hit a little problem with zoho sites. The description tag in the zoho site RSS field is taking the first sentence of the blog post rather than looking at the summary field on the blog post. I wouldHow to make Onboarding as mandatory in Zoho People
What we want is when any new employees joins our organization then first they have to complete onboarding cycle then after they can use zoho applications. In Zoho People there is a option of Onboarding but the problem is it does not restrict the employeeMarketing Automation CONTINUES to NOT show basic Lead Source Attributions
I've literally waited 3 years now for this to work. And it still doesn't. This is the most basic marketing software feature of EVERY other Marketing Automation platform. When you go into Touchpoints, it shows traffic coming from different sources, butFacing issue to save as a list from segment
Hi Team, Having issue when we save as a list from segment, showing double nos. for all the segments Kindly check this on priority. Reference: link: https://ma.zoho.com/ma/home.do#list/891659000015591003/segments/891659000015680008/contactsMulti-Site Network Capabilities?
I'm wondering if Zoho has capabilities similar to the WordPress Multisite Network function. Here is an example of a real website built on wordpress. I am wondering if there is a way to mimic it's functions but for a different use case within zoho: SecondCustomer portal for online services companies
It will be a cool solution if we will be able to create a customer portal where clients will be able to register by invitation, access to their details and update them, upload their photo, acces to their subscriptions plans and see status live, paused,Delete Top and Bottom Rows from Excel
Hi, I am importing an Excel spreadsheet from another system into DataPrep. Unfortunately, that system exports the spreadsheet with 2 rows above the row that contains the column names. It also adds some rows to the bottom of the data set, with some totals.CRM meetings in Dashboard out of order
I created a custom Dashboard in Zoho One with a panel for My Meetings (CRM). The dates for the meetings are not in the correct order. Currently it goes: April 6 Tomorrow (April 5) April 14 April 21 April 11 I had contacted Zoho about this issue a yearSpeech to text feature in Zoho One
Hello, is there any speech to text tool in Zoho One? I've seen Researchstudio brings such feature (ResearchStudio | Features (zoho.com)) As I'm not able to access it (it is probably not in our Zoho One plan), is there a way to use it via API? ThankClickFunnels clone for Zoho one
Zoho One has such a good collection of integrated programs, but a marketing funnel is one aspect that I feel is missing. It would be great if it included a ClickFunnels clone, or something similar. Being able to take someone through a marketing funnel with some ready-made attractive templates would be great. Wonder if anyone else here thinks this is a good idea?Upcoming product workshops: Melbourne and Sydney
Hiya folks, We're happy to share that we're organising a series of workshops in May. • Melbourne: 16 May, 2023 at Cliftons, Freshwater Place • Sydney: 18 May, 2023 at Cliftons, Margaret Street We're covering Zoho Analytics, Creator, CRM, and Workplace.Almost all leads are being ignored
Hi there, We've put a journey live, but almost all leads are being ignored in the journey. I was reading into adding them to 'topics' like the help article suggests, but it doesn't help. Can you reach out to us, so we can understand what is going wrSending mail from Zoho address using Gmail?
I'm trying to send mail from Zoho using gmail. I have attempted all of the ports and put my user name and password and i changed the Smtp to smtp.zoho.com I'm still getting a message that it authentication failed. I know all of the information is correct. Can someone help me??Is Zoho One Phone Support at 888-900-9646 no longer available?
Is Zoho One Phone Support at 888-900-9646 no longer available? I've called multiple times but it goes a recording that says it is only open Monday through Friday (today is Monday).Create custom script to extract specific data from Email
Hello, can you help me set up my workflow? I need some specific function to parse data from email ZOHO to Bigin, I need to extract specific data from the body and put into Bigin . Or maybe you can help me to convert this Javascript to Deluge? if (trimmedInnerHTML.startsWith("Nome:"))Automation on Flow doesn't work because I am not able to connect Zoho Survey and Recruit to flow
Hello, I am working on recruit automation where the candidates after they apply if they fit the criteria should receive another survey (that in this case is sent automatically via zoho email, and in that email, they can find the survey link). However,Editing User Info
Hi, I'm planning to edit the details of some users in our ZR, such as First Name, Last Name, and Email, due to misspellings and wrong info. Will it affect the user's current permissions or access to modules? Thanks in advance.Solo Lawyer seeks guidance
Zoho for solo lawyer (child welfare/parental rights) I do mostly "low-bono" work for the state as an appointed lawyer in child dependency and neglect matters that all get billed to the state's Administrative Office of the Courts (low pay & capped) whereZoho Flow and Bigin connection
Interested in hoping to set up this flow. Zoho Bigin: > Deal has been won > Project is created in Zoho Projects, with the title of the company of the deal > Each product is made into individuals tasks under that projectCustomer onboarding
Is there a way to have customer onboarding happen once a deal is won? For instance, once a deal is selected as won, An email is sent to customer to start an onboarding process. 1. Forms 2. Uploads 3. Billing update 4. Product/upsell selections. I needUsing different attachments in Dynamic Content
I want to be able to have a button in an email sent as part of a journey that links to an attachment. However, depending on a field, I want to have the link go to different attachments. For instance, if the lead selects Option A, I want to have the linkZoho forms <-> Zoho CRM Integration
Dear sirs, I am trying to setup a Zoho form, which I can send out from our account module. The form should be mapped with fields from the account module. I encounter this problem: I create a form with a Zoho CRM (advanced field) and define the following:Simple Conditional Assignment not working
I'm just testing what we can do with Conditional Assignment, and even setting up something simple isn't working. I've created a Zoho One group called "Ex-Emmployees" and set the conditions as : IF Group.Role is not "Moderator" Application Setting UserMake Zoho Sign Pricing More Scalable
Hello, As a Zoho One subscriber, we love how Zoho WorkDrive grants us more storage as our licensed users increase. It makes sense that we're paying for another user license and therefore we receive more storage. As we are preparing to move over to ZohoAllowing other users to edit Smart Links that others created (Zoho Marketing Automation)
I am a Zoho One Subscriber. We use some features of "Zoho Marketing Automation" in our work. I have a team of four including two business owners (myself and my wife), and two employees. I need to be able to allow other users to "edit smart links" othersOrganizing Zoho for our touroperator company
Hello everyone! I am looking into using Zoho One for our touroperator company based in the Netherlands. For the last week I have been trying to set it up but it doesn't work the way I want it to be so hopefully you can help me further. What I wouldBug in Zoho Analytics - Zoho People sync fails if you use Zoho People APIs
I didn't see this mentioned in anywhere: If you run too many API edits/adds in Zoho People it will break the interfact with Zoho Analytics. I'm not sure what the threshold is at this time.Zoho Catalyst integration?
Hi! Any plans to add support for imports/exports from/to Zoho Catalyst Data/File Stores? Thanks in advance.Next Page
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Announcements
Introducing Zoho's own SMS gateway
We're thrilled to announce the launch of our own SMS gateway feature within Zoho Marketing Automation! This new feature enables seamless SMS campaign management alongside your email marketing initiatives, providing a more integrated and efficient wayZoho One's newest feature roll-outs
Greetings to all Zoho One users out there! We're excited to inform you about the new features unveiled in the Admin Panel of Zoho One recently. Here's a brief account of each of them. Device Authentication: Manage the desktop login of your device withUpdate on the "Reset Password" flow enhancements
Greetings, Zoho One Admins! This forum post is for every admin user who signed up before March 6, concerning a couple of changes in the Reset Password flow, which are set to take effect from June 4. The current flow allows a Zoho One admin to reset theInvite to the grand workshops hosted by Zoho Finance across the USA
Greetings! This post is to apprise you, the Zoho One users, of the news of Zoho Finance's workshop scheduled for over a fortnight in the US (from 12th Oct to 24th Oct). The workshop consists of a carefully planned series of masterclasses, which containDesignation
Designations play an important role in today's business world. Most organizations have a hierarchical structure, while some others follow a flat structure. In a hierarchical organization structure, the chain of command starts at the top-level management, and the career advancement path for such structures is clear. On the other hand, a flat organization structure has very few or no levels of organization structure with less levels in the decision making process. No matter the structure, you can
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Connect with Zoho users from your industry, virtually!
A couple of years ago, we started setting up industry-wise channels for users with similar businesses to chat and discuss Zoho contextually. We started with Real Estate and E-commerce sectors, creating a chatroom and hosting regular meetups on niche areasHow to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________Feature update: Advanced security settings
We've previously written about how using security policies could be beneficial for admins. To enable you to better protect your organization, we've come up with a few additional settings for security policies in Zoho One that can be used to regulate your users' web sessions. What are web sessions? A web session refers to the period of time you stay signed in to your Zoho One account. You create a new web session every time you sign in to Zoho One (or any of its included apps), and this session exists
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