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• Marketer's Space: Proven tips to improve open rates – Part II

  Hello Marketers! Welcome back to another post in Marketer's Space! We're continuing from where we left off a fortnight ago. We ended the previous post discussing the subject line, and we'll continue from there. Let's dive right in. Pre-header Pre-header

• Tip of the week 03 - Sending emails in batches

  Today's marketers not only want their email marketing to be efficient, but also smart. For an email campaign, you may think you have all the essential elements for lead conversion—a big mailing list, an attractive template design, and the most-engaging message content, but after hitting the ‘send’ button, you may not get the expected conversions. Wondering why? Here’s one of the major reasons. Many marketers miss out on sending the email campaign the right way. Did you know that you should not be

• Tip of the week 04 - Know about your recipients' 'prime open time.'

  In today's market, the importance of customer behavior is astounding, with a vast amount of research and resources going into finding how customers make decisions. The process of persuading your customers to open your email and click on your call-to-action becomes easy when you understand the psychology behind their behavioral traits. Time to turn into a psychologist! Let's get to the basics—you want your emails to resonate well with your recipients. So, what's the primary thing involved here? It's

• Zoho Campaigns Expert Diaries on SoundCloud, Spotify, Apple Podcasts, and YouTube

  Hi email champs,  As email marketers, we find great lessons in each other's works—be it the subject lines that worked good, the design that was received well, or the CTA that had the maximum clicks. Email marketing encompasses a wide variety of topics spanning everything from creation and design to development and deliverability.  Here's when we from the Zoho Campaigns team found the need to build an email marketing community comprising of seasoned marketers and email geeks who can help each other

• Email Deliverability Tip #3: Seal the deal with the preheader

  In the last post, we learned about the subject line. Today we'll be learning about the preheader. A preheader is the short text that follows the subject line in an email. The preheader is designed to hint at what your email message is all about. A good preheader should act as a second subject line and convince your contacts to open the email. Now, let's learn the best way to craft a preheader. Your subject line and preheader should work together and accurately convey the gist of your email. Keep

• Recent Topics

• This campain is on hold

  Trying to start a Zoho Campaign for our company but the error message when we try to send it out it this: This campaign is on hold Our compliance team needs additional information about your sender domain address. They'll reach out to you shortly via

• Blueprint transitions on locked records

  We use the ability to automatically lock records (quotes, sales orders, etc.) based on criteria, such as stage. For instance, if a quote has been sent to a client, the quote is then locked for further edits. Our ideal quote stage process is: Draft>Sent>Won.

• Whatsapp Limitation Questions

  Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based

• Sales Ordes removes TAX at random for some or all prodcuts, even after creating it

  Hi at Zoho CRM, in the Sales Orders section, when Creating, Cloning or editing any Sales Orders the TAX of one or all products gets "unchecked" at random. All of our products ALWAYS must have the same TAX selected automatically. At least it used to be

• Turning off self view in Zoho Meeting

  Hi Is it possible to turn off/hide self view in meetings?  Cant see any options for it. Thanks

• Please add Deluge code editing for Forms

  Assuming Forms is built on the same codebase as Creator, etc., it would be wonderful to be able to edit form code, cut and paste form elements across different forms, share code with other users, and so on.

• Is there any workaround or method to restrict user login to a particular device

  Hi, I want to restrict my CRM user from accessing the Zoho CRM/Zoho One application to the company provided devices only. As far as I have explored there is no direct way to do this. Is there any workarounds that will allow me to do this. I want to ensure

• Email from CRM being Blocked or Marked as Spam by Google (and maybe more)

  In the past 24 hours we’ve noticed that emails sent via Zoho CRM are being blocked or flagged as phishing, particularly by Google. The issue seems to occur specifically when emails contain links. URLs like www.domain.com or www.example.com are automatically

• All new Address Field in Zoho CRM: maintain structured and accurate address inputs

  Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24

• Zoho Tables - Form default entry

  How so I set a form field to be populated with an entry from another table? I created a view on my source table limiting the results to just the one thing I want to see. When adding a Client via my Add Client form, I want the Client Type field to already

• Introducing Bin Locations In Zoho Inventory

  Hello users, We are excited to let you know that your wait for the Bin Locations feature has now come to an end! Yes, you heard us right! We are here to introduce the much-awaited Bin Locations now in Zoho Inventory. But before we dive into the feature

• Add Actionable “Smart Commits” for GitHub Integration

  Hi Zoho Projects Team, I am submitting a feature request to introduce Smart Commits support for the GitHub integration in Zoho Projects. The Current Limitation: Currently, Zoho Projects offers a "passive" integration. Including a Task ID in a commit message

• Item Details Field - New Barcode / Document option?

  Is this a new feature??? its in both books and inventory.

• Items attribute questions

  Many of my items have attributes, such as size and color. How can I add new fields to the "New Items" screen to capture that in my Purchase Orders, Items, and Sales Order pages? I only see these attribute fields when adding an Item Group. Also, on the

• SEO recommendation of H1 tag for website tittle

  The exact words are “ It is good practice to place the page title inside the H1tag.” Now I already have one H1 tag on my website but it is not website tittle. In the SEO recommendation that is clear too that I have h1 tag on my page. Now I don’t know

• Anyone Building AI-Based SEO Dashboards in Zoho Analytics?

  Hey everyone, I’m currently working on an SEO reporting dashboard in Zoho Analytics and looking to enhance it with AI-based insights—especially around AI visibility, keyword trends, and traffic sources. The goal is to track not just traditional metrics

• Marketing Tip #15: Rank better with keyword-rich URLs for product pages

  Your product page URL is a small detail that can make a surprisingly big difference. Clean, readable URLs help in two ways: They’re easier for customers to trust and remember (no one likes clicking a link that looks messy or random). They help search

• Marketing Tip #26: Optimize product images for SEO

  Product images can do more than make your store look good. They can also help customers discover your products through search. Since search engines can’t "see" images, they rely on text signals to understand what an image is about. Two small actions make

• Zia Agents in Zoho CRM: a better way to set up digital employees

  Hello everyone, If you've been using Zia Agents in Zoho CRM, so far using Connections was the only deployment method you're familiar with. You create an agent in Zia Agents (define its objective, write instructions, use tools, add knowledge base) and

• Gear up for the Zoho Finance & Operations Workshop 2026!

  Hello everyone! 👋 We're excited to announce that the Zoho Finance & Operations Workshop 2026 is officially underway! As our global community continues to grow, we're expanding our locations to connect with users around the world. If you haven't had a

• How can we use Loop Structures in Deluge script?

  Hi, I am using GetRecords() function to fetch records from a module in Zoho CRM,  the number of records is 800+, but GetRecords() function returns 200 records at one time,  So, I want to use loops to achieve my task, but it gives me error when i use any loop instead of For each loop. How can I perform my task? Please help Zoho community. Thanks 

• Stock Count

  The stock count is a nice new feature, but we cannot figure out how to: 1. Use it without assigning to a person, we have a team or one of multiple do stock counts as do most any company. 2. Add any extra fields to what the "counter" sees. The most important

• SalesIQ Operator Activity Reports in Zoho Analytics

  I'm busy building a dashboard in Zoho Analytics and I want to include SalesIQ stats in the dashboard, but I'm unable to get the statistics mentioned in the attached image. Any idea where I can get the stats for Operator Activity?

• MS Teams integration

  I followed all the steps to configure the bot chanel notifications, for all events. All configuration worked fine, without issues, but I don´t recevie any notification in the Teams chanel. Must I configurate aditional permission set in MS 365 or Zoho

• Zoho Bookings - Feature Request - Services Which Include A Resource and Consultant

  Hi Bookings Team, My feature request is to have the ability to add Consultants and Resources to Services. Use case: Your business provides first aid training and there are certain equpment you require to provide the half day training. There are only specific

• Six important date functions every professional should know

  You probably use plenty of formulas already, but there are some that are essential for people in business roles, such as date functions. These tools help with scheduling, predicting, and tracking, and they can be useful whether you're dealing with payrolls,

• Inactive Items - Make Less Prominent by Default

  Currently, when one marks an Item as "Inactive", it really doesn't do much of anything to hide it or get it out of the way. Search and reporting within Finance should, by default, hide inactive Items from standard reports, searches, etc. If one specifically

• Why Contracts Should Not Be Downloaded And Sent During Negotiation

  During contract negotiation, it may seem easy to download a document, send it to the counterparty, have the counterparty make changes, and send it back. But this approach creates serious risks around security, version control, and compliance. ISO 27001:2022

• Add Native “Create GitHub Branch” Action for Tasks and Bugs

  Hi Zoho Projects Team, I would like to submit a feature request to enhance the GitHub integration in Zoho Projects by adding the ability to initiate a GitHub branch directly from a Task or Bug. The Current Limitation: Currently, Zoho Projects lacks a

• Solving the bug in Zoho Writer API for styling

  So... the Zoho Writer APIs for programatically creating a document do not respect a template's style. The result is that any document you generate via API needs to be manually, paragraph by paragraph, reformatted. That bug alone is sufficient to render

• Is anyone else experiencing downtime on Desk?

  Desk is slow/crashing and not stable the last couple of hours. Is anyone else experiencing the same issues?

• Push Notification for New Bookings in Zoho Bookings App

  when a someone schedules an appointment through the booking page, is there any option to receive a push notification in the mobile app?

• Add Native GitHub Pull Request Creation & Management from Tasks/Bugs

  Hi Zoho Projects Team, I am submitting a feature request to enhance our development lifecycle by enabling native GitHub Pull Request (PR) creation and management directly within Zoho Projects. The Current Limitation: Currently, the GitHub integration

• Zoho Projects API requests limit question

  Hello, Regarding the API request limit of 100 requests per 2 minutes, I have implemented a control mechanism which, if the limit is reached, will wait the required amount of time before sending new requests. However, this mechanism seems to be failing,

• What is the esacalation email for Zoho Support/ Zoho One/ Zoho Workplace ?

  Hello, My business has been stalled due to Zoho duplicating workdrive with switching on zoho one trial. There are two workdrives - one with my files mapped to workplace and one empty mapped to zoho one.-- integrationg programs are super consfused and

• How to show Assemblies AND component items in a report

  Hi Is there any way in Analytics to create a report that shows the Composite Item AND the Component Items with mapped quantity? It seems that the component item is not exposed in any table that I can find. Also, the same question but for Stock on Hand.....this

• How can I use the API to add a drop-shipping address to a sales order for one-time use?

  I need to be able to add a drop-shipping address for one-time use to a sales order via the API. Adding every such address to the contact (customer), then feeding the shippingaddress_id into the sales order, is not an acceptable approach; we have some

• Mass Update Option for Changing Work Order Owner

  Hello FSM Team/Mr. Abid, We would like to inquire if there is an option to mass update or bulk change the Owner of Work Orders in Zoho FSM. Current Situation: At the moment, the Owner of a Work Order can only be changed individually, which becomes time-consuming

• Make and receive calls from Bigin's Android app

  Hello everyone! We're happy to announce that Bigin's Android app (version 2.0.0) now supports built-in telephony, RingCentral, and Zoho Voice, all of which enable users to make and receive calls from the Bigin app. You can only configure the telephony

• Account Watchlist: Order of accounts in the watchlist

  Is there a way we can sort the order in which accounts are shown in the accounts watchlist in Zoho Books dashboard?

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