Enable Signals
Signals are the notifications that you receive in your Zoho CRM account about your customers' interactions with you across various channels of communication. The multiple communication channels for which Signals can be activated in Zoho CRM are the following:
- Incoming Emails
- Email Insights (opens, clicks and bounces)
- Missed calls (powered by Zoho PhoneBridge)
- Survey responses (powered by Zoho Survey integration)
- Zoho Campaigns (powered by Zoho Campaigns integration)
- Missed Chats (powered by Zoho SalesIQ integration)
- Support tickets (powered by Zoho Desk)
- Zoho Webinar (powered by Zoho Webinar Integration)
- Zoho Backstage (powered by Zoho Backstage Integration)
In order to start receiving these notifications, you must enable the Signals settings for the required channels.
To enable Signals
- Go to Setup > Experience Center > Signals.
- In the Signals Settings page, turn the required settings ON or OFF.
Note
- Emails - The Incoming checkbox will be selected by default on enabling Email.
- EmailInsights - Once it has been enabled you can select the Open, Click, and Bounce checkboxes or any one of these options as per your requirements. The Signals notifications for Email Insights can be enabled only if you have enabled Email Insights under Settings > Setup > General > Email Settings.
- Call - You must activate Zoho PhoneBridge integration in Zoho CRM to enable the Signals settings for missed calls.
- Survey - You must integrate Zoho CRM with Zoho Survey Integration to enable Signals for survey responses.
- Campaigns - You must enable the Zoho Campaigns Integration to enable Signals for campaigns. Once it has been enabled you can select the Open, Click, Hard Bounce, and Soft Bounce checkboxes or any one of these options as per your requirements.
- SalesIQ - You must activate the Zoho SalesIQ integration to enable Signals for missed chats.
-
Desk - You must activate the Zoho Desk integration to enable Signals for support tickets. The following can be enabled individually.
- New ticket: To view a new ticket from a lead/contact/potential customer/customer or all of the above.
- New comment: To view a new comment on a ticket by a lead/contact/potential customer/customer or all of the above.
- New Response: To view a new response to a ticket by a lead/contact/potential customer/customer or all of the above.
- Ticket overdue: To view overdue tickets of a lead/contact.
- Ticket escalated: To view escalated tickets of a lead/contact.
- New rating: To view new rating received by a lead/contact.
-
Facebook - You must integrate your company's Facebook account with Zoho CRM to enable Signals. You will get notifications:
- When someone posts on your page's wall
- When someone comments/likes your post
- When someone sends you a direct message
-
Twitter - You must integrate your company's Twitter account with Zoho CRM to enable Signals. You will get notifications when:
- someone mentions you in a tweet/replies to your tweet
- someone sends you a direct message
- Zoho Webinar - Integrate Zoho Webinar with Zoho CRM and get notified when registrations are made for a webinar.
- Zoho Backstage - Integrate Zoho Backstage with Zoho CRM to enable Signals. You will be notified when:
- someone purchases a ticket
- checked in
- the ticket is cancelled
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