Migration to the new Topics version

Migration to the new Topic version

We've updated the Topic management system and implemented some important changes, such as the following:
  1. Topic Management will be mandatory for all organizations.
  2. In the new version of topics, contacts are directly associated with topics, whereas,  in the old version lists were associated with topics.
  3. It is mandatory to select a topic to send an email campaign.
  4. Emails will be sent to contacts associated with the selected topic. The email will only be delivered to contacts associated with a topic
  5. A mailing list can contain contacts mapped to different topics.
  6. When contacts choose to unsubscribe, they will be unsubscribed from the organization. If they choose to receive certain email campaigns on certain topics, they can do so under Manage Preferences.  
For a better understanding of Topics and the changes associated with the update, please read this document.
Note: You need to migrate to the new Topics version before migrating to the new CRM sync setup.

How to migrate to the new Topics version

  1. Click Migrate Now from the Dashboard alert.
  2. Read through all the changes that will happen in the latest version carefully to be prepared. Click Proceed.
    migration popup

 During the migration,

Please note that once you begin the migration, the following things will be true:
  1. New Topics cannot be created during migration.
  2. Mailing lists involved in the migration will be locked during the migration, which means email campaigns can't be sent and bulk operations can't be performed.
  3. Consent Emails already configured will be stopped.
  4. All Topics will be enabled after migration by default.

 Best practices for topic creation   

  1. Classify topics under relevant products or brands. This will provide better clarity to your contacts while subscribing.
  2. The topic name should be simple and clear. You can come up with interesting ways to name them, but the names should not be misleading.
  3. Add a brief description for all of your topics. This helps your contacts understand exactly what the topic covers.
  4. You can create lists for internal use and classification of contacts. Avoid creating topics for such purposes.
  5. Maintain a minimum number of topics under each brand. It helps your contacts to manage their preferences easily.
 Note:
  1. It's better not to have the same name for topics and mailing lists, for the following reasons:
    1. Lists are for internal use, whereas topics will be viewed by your contacts. The name of the topic should explain the purpose and context of emails that you will send.
    2. The same name for topic and a mailing list might confuse you.

Assign topics to existing contacts  

  1. From the Navigation toolbar, click Contacts.
  2. Click All Contacts.
    all contacts
  3. Select the necessary contacts.
  4. Click Assign Topics.
    Assign Topics.
  5. Select the topics to be associated with the selected contacts and click Save.Assign Topics popup
Click here to learn how to associate your contacts with suitable topics. 

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                              




                            

                          Zoho Marketing Automation

                            Zoho Sheet Resources

                             




                                Zoho Forms Resources


                                  Secure your business
                                  communication with Zoho Mail


                                  Mail on the move with
                                  Zoho Mail mobile application

                                    Stay on top of your schedule
                                    at all times


                                    Carry your calendar with you
                                    Anytime, anywhere




                                          Zoho Sign Resources

                                            Sign, Paperless!

                                            Sign and send business documents on the go!

                                            Get Started Now


                                                Zoho SalesIQ Resources



                                                    Zoho TeamInbox Resources



                                                            Zoho DataPrep Resources



                                                              Zoho DataPrep Demo

                                                              Get a personalized demo or POC

                                                              REGISTER NOW


                                                                Design. Discuss. Deliver.

                                                                Create visually engaging stories with Zoho Show.

                                                                Get Started Now











                                                                                      • Related Articles

                                                                                      • Topics

                                                                                        We have recently updated Topics in Zoho Campaigns. Please click here for the updated help document. Using Zoho Campaigns, you can categorize your mailing lists under different topics so that you send your contacts the right emails. Let them choose ...
                                                                                      • Topics - New Version

                                                                                        Marketers send email campaigns with different purposes, such as product updates, promotional offers, feature updates, or monthly newsletters discussing current trends relevant to their product. The styles and structures of email campaigns for ...
                                                                                      • Migration to the new Zoho CRM integration model

                                                                                        We're revisiting the integration between Zoho Campaigns and Zoho CRM with the implementation of some important changes in the existing sync model. Benefits of the new sync setup include:  All syncs will be instant, maintaining a continuous data flow ...
                                                                                      • How to view contacts associated with a topic?

                                                                                        Topics is a feature that helps you organize your contacts according to their preferences, so you can send them email campaigns relevant to their interests. You can associate your contacts with topics, and persuade new contacts to select their ...
                                                                                      • Understanding Topics - New Version

                                                                                        Topics is a feature in Zoho Campaigns you can use to let your contacts choose the types of email campaigns they are interested in receiving. This feature helps you organize your contacts according to their preferences, which may result in reduced ...
                                                                                      Wherever you are is as good as
                                                                                      your workplace

                                                                                        Resources

                                                                                        Videos

                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                        eBooks

                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                        Webinars

                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                        CRM Tips

                                                                                        Make the most of Zoho CRM with these useful tips.



                                                                                          Zoho Show Resources