Introducing: SMS notifications via Zoho Subscriptions

Dear customers,

We hope you are doing well! We are happy to announce that you can now send SMS notifications to your customers right from Zoho Subscriptions. To facilitate this, we've integrated with Twilio, a leader in the business communication space.

Previously, to send SMS notifications for invoices and payment reminders, you had to connect Zoho Subscriptions with an SMS provider 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. 

How can SMS notifications benefit your day-to-day finance operations?

There are plenty of situations where you'd like to communicate some information to your customers—such as a reminder for an overdue payment, a notification that a subscription is about to be renewed, and so on. It's okay to use email as the primary communication channel for these events, but half your emails are going to be read on mobile devices anyway. So why not deliver these notifications directly via SMS? Studies show that the average open rate for emails is 20-30%, while SMS notifications have a whopping 98% open rate. And nearly 90% of SMS recipients open their text messages in the first three seconds.

Simply put, SMS notifications can help you expedite your payment collection and close your books faster, while also improving your customer relationships by keeping customers up to speed on all their subscription-related activities.

How customizable is this?

The integration is designed so that you have control over what goes out, without having to spend a lot of time on it. You can simply choose the events in Zoho Subscriptions for which you'd like to send SMS through Twilio, and Zoho Subscriptions will take care of the rest. You'll still have options to customize the system to your specific business needs. Here's how:

1. Choose an SMS template of your choice

For each event you choose to send SMS notifications for, you can select one of the three pre-defined templates: Brief, Short, and Detailed. While all of them retain the key placeholders necessary for communication, they have different character lengths, allowing you to choose the one that fits your brand's communication style the best.

2. Disable SMS notifications for select customers

You might want to send SMS notifications to most of your customers, but not all of them. If that's the case, you can simply disable SMS notifications for any customers you wish with just a click.

3. Send manual SMS notifications when needed

There may be times when you want to send SMS notifications to your customers manually. For example, a customer might contact you and ask you to resend an invoice so they don't have to dig through all their emails to find it. You do want to make it easier for them to pay you, so for those cases, you can trigger an SMS with a link to the invoice manually.

Check out our help document to get started.

Note for our Indian edition customers: In addition to the Twilio integration, Zoho Subscriptions also offers an in-built SMS service for organizations in the Indian edition. You can purchase this as an add-on to start using it. To learn more about this solution, refer to our help document.

If you have any feedback on the integration, feel free to post it as a comment. We'd love to hear from you!

Cheers,

Harikrishna

Customer Relations | Zoho Finance

• Topic Participants

• Harikrishna

  

• booking

• Sticky Posts

• What's New in Zoho Billing - February 2024

  Hello everyone, We are excited to share the first set of updates for Zoho Billing in 2024. Read along to know more about a wide range of updates, from the Aging Summary in customer statements to Apple Pay support in Stripe. One-Time Invoice with Plans

• Zoho Finance Workshop 2023 is coming to the USA. Get exclusive training on Zoho Finance apps, one-on-ones, and more.

  Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,

• Zoho Subscriptions wins IDC's 2020 SaaS CSAT Award for Subscription Billing

  Dear customers, We're excited to share that Zoho Subscriptions has won IDC's 2020 SaaS Customer Satisfaction Award! As a team, we cherish each and every milestone with our customer community. And this particular award, focusing on customer satisfaction,

• Introducing: SMS notifications via Zoho Subscriptions

  Dear customers, We hope you are doing well! We are happy to announce that you can now send SMS notifications to your customers right from Zoho Subscriptions. To facilitate this, we've integrated with Twilio, a leader in the business communication space.

• What's new this December in Zoho Subscriptions

  The year is almost over and we here at Zoho Subscriptions have released new features and updates on the month of November. Let's take a look at the features we have worked on in the past month. Zendesk Integration The Zoho Subscriptions app for Zendesk allows your customer support executive to access customer details in an instant. You will be able to view the customer information from Zoho Subscriptions right from your ticket view. On enabling the integration, you will be able to: Get your customer

• Recent Topics

• Shopify to Zoho Books Integration

  I have had to go ahead and disable my Shopify integration entirely.  When a Sales Order comes in from Shopify, it lists the shipping charge as a line item with no SKU attached to it.  As you are not able to edit a Sales Orders that comes in from a Marketplace,

• Enhancing Answer Bot's Capabilities

  Wouldn't it be amazing if the answer bot could directly search for answers in our database, FAQs, articles, etc., without needing to display the entire article? without relying on external tools like ChatGPT This way, it could provide concise and relevant

• Comment gérer un logo d'entreprise par webinaire ?

  J'organise une série de webinaires avec plusieurs partenaires. Je voudrais que chaque landing page présente le logo de mon entreprise et celui du partenaire avec lequel j'organise ce webinaire. Or je n'ai vu que la possibilité de définir le logo de l'entreprise.

• Audit Log Export via API

  Hello, Based on the documentation here https://www.zoho.com/crm/developer/docs/api/v7/create-export-audit-log.html I need to specify the scope ZohoCRM.settings.audit_logs.CREATE to create a log export. I've created a Self Client app but when I specify

• Create custom rollup summary fields in Zoho CRM

  Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were

• Useful enhancements to Mail Merge in Zoho CRM

  Dear Customers, We hope you're well! We're here with a set of highly anticipated enhancements to the Mail Merge feature in Zoho CRM. Let's go! Mail Merge in Zoho CRM integrates with Zoho Writer to simplify the process of customizing and sharing documents

• Prevent carriage returns / line breaks in multi line fields

  I'm trying to connect Zoho Sheets with Zoho Creator however because some people are using carriage returns in multi-line fields the rows are not being created correctly : The values in A4 and A6 are part of a multi line field that looks to have been split

• Function went from fine to nonfunctioning without change

  url = "https://www.zohoapis.com/crm/v7/Accounts/" + id + "/Attachments/" + attach_id; file_engage = invokeurl [ url :url type :GET connection:"zoho_attachments" ]; The attach id is grabbed from a file upload field account = zoho.crm.getRecordById("Accounts",id);

• How to get NSE/BSE Stock Prices in Zoho sheets?

  I've been looking for a function that provides me with the NSE/BSE listed stocks price in Zoho Sheets like GOOGLEFINANCE in Google sheets, but I found none. Please help if there is any way to het stock prices?

• Setting Up Direct Mail Campaigns

  If I need to set up a 5 step direct mail campaign is that possible? Basically every week I upload names from a CSV to Zoho and then would need to mail them every 45 days for about 6 months. I would want to be able to take names off the list when they say their house is sold or that they don't want to be contacted. I don't necessarily need to have it integrated with click2mail or anything but would at least need to be able to export the file in a CSV/excel for each mailing.  Does anyone know if that's

• Add and Remove Agents from Departments and Groups in Zoho One

  Hi Zoho Flow Team, We hope you're doing well. Currently, Zoho Flow provides an action to add an agent to a group in zoho one, but there is no action to remove an agent from a group or a department. Another action that we find missing is the option to

• Convert a message on Cliq into a task on Zoho Connect

  Message actions in Cliq are a great way to transform messages in a conversation into actionable work items. In this post, we'll see how to build a custom message action that'll let you add a message as a task to board on Zoho Connect. If you haven't created

• Zoho Creator HTML Snippet - Can't get list to iterate

  Hi! I'm trying to create an HTML Snippet on a page in Zoho Creator and would like to create an HTML table pulled from a list of time entries that I have in a form. I have successfully pulled the collection of time entries, but the code that I have built

• How can I create individual records from a subform

  Hi, I am collecting subform data into a Lead record and I need to create individual records for each row associated to the account when it is converted. How can I do this?

• Custom Extension, create a trigger button in custom module to launch the app, or any workaround

  Hello Have created a custom extension , publish as private, all working But I'm facing an issue For my test I create a button in accounts or Contacts module to launch the app. But how I can handle to create same button in a custom module (not created

• How do I filter contacts by account parameters?

  Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already

• Connecting Zoho Inventory to ShipStation

  we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. Uri

• Moving contacts from one folder to different folder

  I set up two folders. Uploaded CSVs and build my fields according to what I needed. My boss wanted more fields and changed the categories wants different fields added and contacts in one folder moved to the other due to reclassification. How can I do

• Zoho Projects Currency fields in Deluge script

  I have several functions I've written in Zoho Projects that take one or more currency fields as input parameters (arguments). These functions have been working just fine for months, and I made no changes to any of them. Today (Jan 21, 2025) I noticed

• How do you handle existing customers/contacts?

  Hi, We just integrated MA 2.0 with our CRM and we chose to only import our existing customers contacts. In MA they are all "Raw leads" by default and we would like to mass update these to a stage called "already customers" but the last default stage "Sales

• Quick Create popup for Lookup fields, Mailchimp related list and User lookup field!

  Hello everyone,   We have recently introduced some most-requested enhancements. Here are the details: Quick Create popup for Lookup fields When we create a new deal in Bigin, there is an option to create a contact/company right from the Create Deal page.

• Webinar - Getting Started with Landing Page Marketing | Zoho LandingPage

  Ready to build your first landing page that actually converts? Landing pages are a powerful marketing tool—but only if you know how to use them correctly. In this webinar we’ll dive into everything you need to know about creating landing pages that capture

• Making the Resolution Tab Mandatory

  Hello Everyone! This edition is here to show you how to make the Resolution mandatory when closing a ticket. The Ticket Resolution tab helps keep a record of the solution provided for the ticket query. The resolution can serve as a quick reference to

• Automation #6 - Prevent Re-opening of Closed Tickets

  This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Typically when a customer submits

• 🔍 How to effectively organize data in a CRM? – My approach and questions for you

  Dear ZOHOssians! While working on organizing data in a CRM, I decided to use the native modules: Leads, Deals, Contacts, and Accounts as a solid foundation for managing processes. However, I’m now exploring the next steps and considering various options

• Gravity Forms, JSON, Webhooks and Zoho Flow

  I have form that I use to populate a Module in Zoho CRM. When the data is sent back from Gravity Forms, it's sent back in this format (I've cleansed the data for privacy): { 4 : "email@email.com", 5 : "+61999999999", 6 : "emai2l@email.com",

• Introducing Bot Filtering for Accurate Email Campaign Analytics

  Dear Marketers, We're excited to announce a new feature designed to enhance the accuracy of your email campaign analytics: bot filtering. This feature helps you filter out bot-generated opens and clicks, ensuring your campaign reports reflect genuine

• Report to see committed stock vs quantities on order with suppliers

  Hello Zoho Community, I am looking for a report in Zoho Books / Inventory that will show the committed stock from sales orders, and show what quantities of the same part are on order from purchase orders. I have found the committed stock details report,

• Account

  I need to know how the maximum contact records available in my subscription. Also pleas advise the process to increase Contact Records. Also I need someone to contact me, I may need to add users, but need to workout a package that would fit my budge

• Getter error message Number of statement execution limit exceed Line:(216)

  Hi, this script is giving me error message "Number of statement execution limit exceed Line:(216)". Please advise htmlpage Pay_Period_Details(PayPeriodID,AgentID,ShowPrint,start_range,end_range) displayname = "Pay Period Details" content <%{ /* Get The current Pay Period Record */ Int_Pay_Period_ID = PayPeriodID.toLong(); Current_Pay_Period_Record = Pay_Period[ID == Int_Pay_Period_ID]; Previous_Pay_Period_ID = thisapp.Application.GetPreviousPayPeriodID(Current_Pay_Period_Record.ID); /* Checking Agent

• API Casing needs consistency in names

  The JSON for an account record looks like this: {"Name": "Name of the Account", "id": "id of the account", "Address": "address of the account" "Owner":{ "name": "Name of Owner", "id": "id of owner", } } It makes no sense that "name" is capitalized in

• How Can I Easily Access and Manage My GEPCO Online Bill Using Zoho Sheets?

  Hello everyone, I'm looking for an efficient way to access and manage my GEPCO online bills. I've heard that Zoho Sheets can be a powerful tool for organizing and tracking bills, but I'm not sure how to set it up for this specific purpose. Does anyone

• Newspaper template

  Is there a template that looks like a newspaper or magazine?

• New in Writer: Enhanced Content Generation and Formatting features

  We are excited to unveil these features that can enhance your content creation and formatting experience. These additions are carefully tailored to boost your productivity and unlock your full content creation potential. Get the scoop on all the fresh

• Webhook when estimate is refused is not firing

  Hello, I use a workflow through make that sends estimate with zoho books (I paid books and sign). -Those estimates when accepted are firing the webhook that I create in zoho sign (photo 1) -However when refused they are not firing the webhook that I created

• Transfer contact to a lead.

  Is there a way to transfer a contact from CRM to a lead without having to re enter everything.

• Form to update a CRM contact field

  Hello I need an help as I am going crazy. I need to create a form where there is a dropdown field with the contacts of Zoho crm (if possible filtered on the base of a field) and where other fields will be be automatically fetched with zoho crm data as

• Zoho Recruit - Blueprint and ZIA

  If I activate the Blueprint for Jobs in Zoho Recruit, Zia disappears for matching canddiates, why is that?

• Where is the customization and extendibility of zoho inventory?

  After delving into zoho one subscription to test out systems we need for our business, I'm really disappointed after working in Zoho Inventory. Its features and customizability are extremely lacking compared to the other tools like CRM. In our case we

• Announcing new features in Trident for Windows (v.1.20.4.0)

  Hello Community, Trident for Windows is here with some new features to elevate your work experience. Let's take a quick look at what's new. Export emails. You can now export emails in the .eml file format as compressed zipped files to create a secure

• Next Page