Community Learning Series | Digest #6 - October 2020

Community Learning Series | Digest #6 - October 2020

Dear customers,

We're happy to bring you the October edition of our #CommunityDigest!

​

This month has been really special to us, as we just completed 6 years in the market. First of all, a HUGE thanks to you, our customers, for helping us get to where we are today. Here's a recent blog from our team on this special milestone.

Let's look at some fresh updates that our team has rolled out to make your subscription billing easier:

1. Send SMS notifications to your subscribers: 

We just launched an integration with Twilio to make sending SMS notifications to your subscribers quicker and simpler! 

Previously, to send invoice notifications and payment reminders, you had to connect Zoho Subscriptions with SMS providers like Twilio using either webhooks or cloud connectors like Zoho Flow or Zapier. While this works, we wanted to offer something that's better and easier to set up. That's why we have rolled out this native integration with Twilio.

The best part is, you can completely customize when these text messages should be triggered—either Zoho Subscriptions can trigger the SMS automatically on your behalf, or, if you want to send the SMS only to select customers, you can manually notify them with a simple click.

So try this out and let us know what you think in the comments. To learn how to set it up, you can read our help guide.

We shipped a few other enhancements this month too. Here's a complete rundown of what's new.

2. Tips and Tricks:

In the previous edition of our digest, we looked at how you can set your customers' billing cycle based on an approval workflow.

Here's Tip #6: Accessing external URLs from Zoho Subscriptions. Using these instructions, you can create custom links for accessing other websites or applications by appending specific information (like a customer ID) from Zoho Subscriptions to the URL.

3. Customer Corner:

Meet Foyr, the world's first cloud-based SaaS provider for interior design. Foyr was inspired to adopt subscription billing by the global transition towards a subscription economy and their own observation that today's interior designers want a pay-as-you-go model.

After deploying Zoho Subscriptions' dunning mechanism for their subscriptions, the Foyr team observed that their involuntary churn has gone down by 50%, which is a huge improvement for businesses of any size.

In fact, dunning management is the feature that a lot of our customers love most about Zoho Subscriptions. In case you have not set it up yet for your business, here's our help guide to get you started.

4. Weekly webinar:

Our in-house product experts host a weekly webinar on how you can run your subscription business efficiently using Zoho Subscriptions. If you're new to our application, we highly recommend tuning in! You can not only learn how to customize the app to your specific needs, but also have your questions answered by our team instantly. This webinar is completely free and anyone who's interested can join. Here's the link:


You can always follow us on Twitter, Instagram, or Facebook to stay up to date.

Did you enjoy this month's digest? Would any other information be useful to you? Let us know in the comments, so we can continue to provide the information you're looking for each month.

Until next time,
Harikrishna
Customer Relations | Zoho Subscriptions

    • Sticky Posts

    • Community Learning Series | Digest #5 — September 2020

      Dear customers, We're happy to bring you the September edition of our #CommunityDigest! Keep track of your subscription KPIs right from your smartphone: Last month, we enhanced our Android mobile app to help our customers get daily updates on their business health. We got to know from a lot of customers that this has made their job much more easier because they no longer have to keep a reminder to manually check on the previous day's revenue or activations. If you have not downloaded it yet, here's

    • Community Learning Series | Digest #4 - August 2020

      Dear customers, We hope you're staying safe and healthy. I'm happy to bring you the fourth edition of our #CommunityDigest with some brand-new updates from us. 1. Daily Business Updates (for Android users) The Zoho Subscriptions Android app has got a cool new update: You can now get a push notification to your smartphone that lets you know how many activations and cancellations have taken place, and what's the net revenue for the previous day. The best part is, you can tell the app when exactly you

    • Community Learning Series | Digest #3 - July 2020

      Dear customers, We hope you're staying safe and healthy. We're glad to bring you the July edition of our #CommunityDigest. New community members can view our previous newsletters here. This time, we have two major updates and three interesting topics for you: 1. Zoho Subscriptions Developer Community Since the inception of Zoho Subscriptions, our team believed that the recurring billing platform we provide should be able to offer an extensive API library that empowers businesses to automate most

    • Introducing: Community Learning Series | Digest #1 - May 2020

      Dear customers, We hope you are staying safe and healthy. Helping businesses manage their customer subscriptions more efficiently has always been, and always will be, our goal at Zoho Subscriptions. We strongly believe this is possible if we grow together as a community and share what we know with each other. To nurture this shared learning experience, here is our brand-new Community Learning Series! ​ Welcome to the first edition of our digest! Each edition of our community digest includes guides

      • Recent Topics

      • Free webinar: AI-powered agreement management with Zoho Sign

        Hi there! Does preparing an agreement feel like more work than actually signing it? You're definitely not alone. Between drafting the document, managing revisions, securing internal approvals, and rereading clauses to make sure everything still reflects

      • WhatsApp Channels in Zoho Campaigns

        Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.

      • CRM For Everyone - Bring Back Settings Tile View

        I've been using CRM for Everyone since it was in early access and I just can't stand the single list settings menu down the left-hand side. It takes so much longer to find the setting I need. Please give users the option to make the old sytle tile view

      • Lets have Dynamics 365 integration with Zohobooks

        Lets have Dynamics 365 integration with Zohobooks

      • Add notes in spreadsheet view

        It would be great if we could Add/edit notes in the spreadsheet view of contacts/leads. This would enable my sales teams to greatly increase their number of calls. Also viewing the most recent note in the Contact module would also be helpful.

      • Opening balances - Accounts Receivable and Payable

        Our accounting year starts on 1st August 2013 and I have a Trial Balance as at that date, including Accounts Receivableand Accounts Payable balances, broken down by each customer and supplier. Q1 - do I show my opening balance date as 31st July 2013 or

      • Cancel Subscription

        Hi , Im want to cancel my account but without success please help me to do it

      • Making an email campaign into a Template

        I used a Zoho Campaign Template to create an email. Now I want to use this email and make it a new template, but this seems to be not possible. Am I missing something?

      • Direct Access and Better Search for Zoho Quartz Recordings

        Hi Zoho Team, We would like to request a few enhancements to improve how Zoho Quartz recordings are accessed and managed after being submitted to Zoho Support. Current Limitation: After submitting a Quartz recording, the related Zoho Support ticket displays

      • Multiple Cover Letters

        We are using the staffing firm edition of Recruit and we have noticed that candidates cannot add more than one cover letter. This is a problem as they might be applying for multiple jobs on our career site and when we submit their application to a client,

      • URGENT: Deluge issue with Arabic text Inbox

        Dear Deluge Support, We are facing an issue that started on 12/Feb/2026 with custom functions written using Deluge within Qntrl platform. Currently, custom functions do not accept Arabic content; it is replaced with (???) characters. Scenario 1: If we

      • File Conversion from PDF to JPG/PNG

        Hi, I have a question did  anyone every tried using custom function to convert a PDF file to JPG/PNG format? Any possibility by using the custom function to achieve this within zoho apps.  I do know there are many third parties API provide this with

      • Now in Zoho One: Orchestrate customer journeys across apps with Zoho CommandCenter

        Hello Zoho One Community! We’re excited to introduce Zoho CommandCenter as a new capability available in Zoho One. For the whole customer journey As Zoho One customers adopt more apps across sales, marketing, finance, and support, a common challenge emerges:

      • annualy customer report

        we need a report per customer that looks like this invoic number cleaning laundry repair management 01 january xxx euro xx euro xx euro xxx euro 02 february xxx euro xxx euro x euro xxxx euro and so on the years 12 months is that possible to make and

      • Totals for Sales Tax Report

        On the sales tax report, the column totals aren't shown for any column other than Total Tax. I can't think of a good reason that they shouldn't be included for the other columns, as well. It would help me with my returns, for sure. It seems ludicrous

      • Free Webinar: Zoho Sign for Zoho Projects: Automate tasks and approvals with e-signatures

        Hi there! Handling multiple projects at once? Zoho Projects is your solution for automated and streamlined project management, and with the Zoho Sign extension, you can sign, send, and manage digital paperwork directly from your project workspace. Join

      • Exported Report File Name

        Hi, We often export reports for information. It is time consuming to rename all the reports we export on a weekly basis, as when exported their default name is a seemingly random string of numbers. These numbers may be important, I'm not sure, but I am

      • Automatic Refresh on Page?

        Hi everyone, We use a page as a dashboard which shows data for the laboratory and tasks pending etc. Is there a way to set the page to automatically refresh on a X time? Many thanks TOG

      • Add RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)

        Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career Site

      • Default Reminder Time in New Tasks or New Event?

        Any way to change this from 1:00am? Thanks, Gary Moderation Update (February 2026): With the Calendar preferences, the default reminder time for Meetings, Appointments and All-Day Meetings can be set. Read more: Calendar preferences in Zoho CRM Regarding

      • Dynamic Field Folders in OneDrive

        Hi, With the 2 options today we have either a Dynamic Parent Folder and lots of attachments all in that one folder with only the ability to set the file name (Which is also not incremented so if I upload 5 photos to one field they are all named the same

      • Right Shift key not sending to Zoho Assist environments

        I'm unable to use Right Shift key in Zoho environments. Zoho environments are Win10. Computer I access from is Win 11. Issue started when I changed to Win 11. Have tried: - Multiple browsers - web client AND desktop client - 3rd party mapping tools to

      • About Meetings (Events module)

        I was working on an automation to cancel appointments in zoho flow , and in our case, we're using the Meetings module (which is called Events in API terms). But while working with it, I'm wondering what information I can display in the image where the

      • PDF Annotation is here - Mark Up PDFs Your Way!

        Reviewing PDFs just got a whole lot easier. You can now annotate PDFs directly in Zoho Notebook. Highlight important sections, add text, insert images, apply watermarks, and mark up documents in detail without leaving your notes. No app switching. No

      • Ability to assign Invoice Ownership through Deluge in FSM

        Hi, As part of our process, when a service appointment is completed, we automated the creation of the invoice based on a specific business logic using Deluge. When we do that, the "Owner" of the invoice in Zoho FSM is defaulted to the SuperAdmin. This

      • How do you do ticket add ons in Backstage?

        Hi Everyone, If you wanted to have general admin tickets and allow for add ons, like camping, or car or Carbon offset. What would you do? Peace Robin

      • From Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View

        Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world with

      • validation rules doesn't work in Blueprint when it is validated using function?

        I have tried to create a validation rule in the deal module. it works if I try to create a deal manually or if I try to update the empty field inside a deal. but when I try to update the field via the blueprint mandatory field, it seems the validation

      • Pull cells from one sheet onto another

        Hello all! I have created an ingredients database where i have pricing and information and i want to pull from that database into a recipe calculator. I want it to pull based on what ingredient I choose. The ingredients database has an idea and i want

      • Emails Failing with “Relaying Issues – Mail Sending Blocked” in ZeptoMail

        Hello ZeptoMail Support Team, We are facing an email delivery issue in our ZeptoMail account where emails are failing with the status “Process failed” and the reason “Relaying issues – Mail sending blocked.” Issue Details Agent Name: mail_agent_iwwa From

      • How does Zoho handle support operations for our EU users?

        Dear Zoho users, We have some news and reminders about how we handle support operations for Zoho users in the EU Data Center. This is part of our broader commitment to ensuring GDPR compliance and providing secure data handling for all users. We'd like

      • Layout Adjustment.

        Hello Latha, Hope you are doing well. I wanted to check with you about adjusting the layout columns in the Service Report from the backend, as currently there is no capability for us to customize the layout from our end. Below is the output that I am

      • Anyone in Australia using Zoho Books AND has their account with NAB?

        Hi I have an account with both NAB and Suncorp. Suncorp transaction come in the next day however NAB transactions take 4-5 business days to appear. eg: A deposit made today in my Suncorp will be imported into Zoho tomorrow. A deposit made today to the NAB account will be imported maybe Saturday (Friday overnight). I have contacted both Zoho and NAB but noone seems to know why. I was just wondering if anyone else in Australia uses NAB and has this issue (or doesn't) maybe we could compare notes and

      • Zoho Often Lag

        Desk Team, We've noticed that Desk, Creator & other apps seems to lag more these days. We often refresh multiple times.

      • Importing into the 'file upload' field

        Can you import attachments into the file upload field. I would expect it to work the same way as attachments do, But can't seem to get it to work. Moderation Update: The option to import into File Upload and Image Upload fields has been supported. Read

      • Layout Rules Don't Apply To Blueprints

        Hi Zoho the conditional layout rules for fields and making fields required don't work well with with Blueprints if those same fields are called DURING a Blueprint. Example. I have field A that is used in layout rule. If value of field A is "1" it is supposed to show and make required field B. If the value to field A is "2" it is supposed to show and make required field C. Now I have a Blueprint that says when last stage moves to "Closed," during the transition, the agent must fill out field A. Now

      • Why is the ability Customize Calls module so limited?

        Why can't I add additional sections? why can't I add other field types than the very limited subset that zoho allows? Why can I only add fields to the outbound/inbound call sections and not to the Call Information section?

      • Zoho Desk blank screen

        opened a ticket from my email, zoho desk comes up blank, nothing loads. our receptionist also gets the same thing under her login on her computer. our sales rep also gets same thing on zoho desk at his home on a different computer. I tried clearing cache/history/cookies,

      • Optimum CRM setup for new B2B business

        Can some advise the most common way to setup Zoho CRM to handle sales for a B2B company? Specifically in how to handle inbound/outbound emails. I have spent hours researching online and can't seem to find an accepted approach, or even a tutorial. I have

      • filter on sheets mobile (iOS, iPadOS) does not work

        I have this issue on every spreadsheet, whether imported or created natively in Zoho Sheets. I can use on desktop without issue: desktop screenshot on iOS the filter dropdowns are not there and there is no way to add them mobile iPadOS looks the same

      • Next Page