List Management
How do I generate the ZSC key?
ZSC key refers to the Zoho Service Communication Key. This is required to integrate your Zoho CRM account with Zoho MarketingHub. To generate your ZSC key in Zoho CRM: Log in to Zoho CRM. Click the Settings icon, then select Setup at the top-right ...What are the prerequisites to integrate with Zoho CRM?
Before integrating your Zoho CRM account with Zoho MarketingHub, please check that you meet the following requirements: You have active user accounts in both Zoho MarketingHub and Zoho CRM to sync contacts/leads. Zoho CRM administrator status to ...How do I move leads from do-not-mail list to active list?
Open Leads tab from the navigation bar and select All leads. You will get the lead list view. Click Filter icon on the right. Select Do-not-Mail leads and choose Moved by me from the View option. Click Apply. This will list down the leads moved to ...How do I make a copy of a signup form?
You can replicate a signup form with the clone option. Open the Lead Generation tab and click Lead sources. Select the Forms subtab. You will get the signup form list view. Hover over any form and click Clone icon to complete the action.How to export leads present in do-not-mail registry?
Open the Leads tab from the navigation bar. Select the All leads sub tab. Click Export leads option from the More option present on the top right corner. In Export leads page, select Do-not-Mail leads. Also, select the fields you want to export ...How to export bounced leads?
Open the Leads tab from the navigation bar. Select the All leads sub tab. Click Export leads option from the More option present on the top right corner. In Export leads page, select Bounced leads. Also, select the fields you want to export along ...How do I export leads from Zoho MarketingHub?
You can export your subscribers from Zoho Campaigns to your desktop in different formats such as .csv, .xls, .json, etc. Open the Leads tab from the navigation bar. Select the All leads sub tab. Click Export leads option from the More option present ...What is the difference between unsubscribe from a mailing list and unsubscribe from the account?
When leads unsubscribe from a mailing list, they will stop receiving newsletters related to that particular mailing list. However, leads unsubscribing from the account stop receiving any emails from the organization.What are the file formats accepted to import leads?
You can import leads from files with extension formats such as .xls, .xlsx, .csv and from Google spreadsheets.How do I view the import details?
You can view the import history by following the steps below: Open the Leads tab from the navigation bar. Select the All Leads sub tab. Click Import history from the More option present on the top right corner. This shows the subscribers segregated ...I am not able to delete my workflow. Why?
You must shut down a workflow to delete it.What will happen if I shut down a workflow?
A workflow that is shut down will not perform actions on any lead, even for those who have already entered the workflow. You cannot activate a workflow once it is shut down.What is freezing a workflow?
When you freeze a workflow, it will stop accepting new leads and will perform actions only for leads who have already entered the workflow. You can resume the workflow anytime.What is the maximum number of workflows I can create and activate?
You can create and run up to fifty workflows at any time. If you wish to increase this number, contact our support team at support@zohomarketinghub.net.What will happen if I have associated the same smart list (target list) with two different workflows?
Workflow triggers are sequential; at any point, the smart list will only contain leads who match the criteria of the last triggered workflow.What is a smart list?
A smart list only contains leads who meet the criteria for the list. If at any point a lead stops meeting the criteria you've set for the smart list, they will be removed automatically.What will cause a lead to be skipped while removing tags?
When the lead has not been assigned the tag that is to be removed.What will cause a lead to be skipped while pushing lead data to Zoho CRM?
Leads will be skipped when: there is data missing in mandatory fields data entry in certain fields is invalid there is a permission denial for the lead there is a permission denial for the account in Zoho CRMWhat will cause a lead to be skipped while sending an email?
Leads will be skipped when: the email address is invalid there are deliverability issues and soft bouncesWho are skipped leads and how do I view them?
Leads who did not have actions performed on them are listed as 'skipped leads. To view skipped leads: From the Navigation toolbar choose Leads and select Workflow. Select the intended workflow from the list view. Navigate to the action you wish to ...Can I view, edit, and delete another user's workflow?
You can view and edit another user's workflow provided you have the required permissions to do so. You can only delete another user's workflow if you are the organization administrator. Organization users cannot delete other users' workflows.What will cause actions to stop?
Actions will stop due to the following reasons: If the action is Add to another list, the target list (i.e. the list you've selected to add the leads to) may have been deleted. If the action is Push to Zoho CRM, the custom field mapped to Zoho CRM ...When will a workflow stop?
Instant and time-based workflows will stop when the source list has been deleted. all of the defined actions have been stopped. custom fields used in the workflow criteria have been deleted. One-time workflows will stop after triggering at the ...Can I edit a workflow after activation?
No. Once a workflow has been activated, it cannot be edited.What will happen if I reorder time-based workflows?
Reordering time-based workflows in the list view will not have any impact on the execution order of your workflows, as time-based workflows trigger on the scheduled date and time.What is the order of execution for instant workflows?
Instant workflows will be executed in the order of their creation. You can change the order of execution from the list view. Execution order is always from bottom to top. To reorder the workflow execution: Select the Leads tab and click Workflows. In ...Can an activity-based workflow in draft be associated with any entities?
No. Activate the workflow before associating it with any entities.How many entities can I associate with an activity-based workflow?
You can associate any number of entities with one workflow provided the workflow is active.Which entities can be associated with an activity-based workflow?
You can associate campaigns and signup forms with an activity-based workflow. Make sure that the workflow is active before you associate them.How do I change the criteria pattern?
If you choose to use all six criteria, the default pattern is "( ( ( ( ( 1 and 2 ) and 3 ) and 4 ) and 5 ) and 6 )". However, you can choose between the operators 'And' or 'Or' between the conditions. If you wish to change the position of the ...On whom will an activity-based workflow trigger?
This workflow will trigger for leads who perform specific actions. For example, if you set an activity-based workflow for campaign opens, it will trigger for leads who open the campaign.How many conditions can I set as criteria?
You can give a maximum of 6 conditions as criteria and change the pattern as you wish.When will an activity-based workflow trigger?
Activity-based workflows will trigger for leads as soon as they perform the specified action.When will a time-based workflow trigger, and who will it trigger for?
This type of workflow will trigger for leads matching the specified criteria. You can make these workflows run once or periodically at a specific time.When will an instant workflow trigger, and who will it trigger for?
An instant workflow will trigger for leads as soon as they match the specified criteria.What is the difference between a workflow and an autoresponder?
An autoresponder allows you to send out emails based on a single condition. You can send followup messages with the same autoresponder. Using a workflow, you can perform multiple actions based on multiple criteria, but to create followup messages you ...
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