The all new Marketing Automation 2.0 is now part of Marketing Plus

The all new Marketing Automation 2.0 is now part of Marketing Plus

Hey everyone,
 
We're excited to introduce the latest version of Marketing Automation to Zoho Marketing Plus for all users. The new version comes with a lot of features to help simplify and streamline your marketing activities

Here's a brief overview of what's new and how you can migrate to the latest version in Zoho Marketing Plus.

Revamped user interface 

The Marketing Automation module has a whole new user interface that's carefully designed to make it easy to navigate and manage your marketing activities, including creating campaigns, personalizing journeys, generating leads via signup forms, building landing pages, and much more. 


Simplified contact management 

Managing your contact list in Marketing Automation is a lot easier with the all-new Contacts module, which was previously known as the Leads module. Firstly, a new dashboard offers a holistic picture of your contacts by offering insightful metrics such as your total number of contacts, contacts that are ready for marketing or sales, contacts by stage, source, and location, and much more.



The detailed contacts view has a new look as well. You can view important details like stages, associated lists, segments, journeys, subscription details, engagements, and a timeline of all activities in chronological order.



You can also view a complete list of contacts filtered by stage with the help of a Kanban view, and you can easily drag and drop contacts across various stages.
 
Lists have also been simplified. Each list has a detailed dashboard related to contacts, such as contact growth, associated entities, status, and so on. You can also view associated journeys and campaigns for a particular contact list, segment your contacts based on various criteria, and manage them from Marketing Automation.
 
The Contacts module also comes with various ways to qualify your leads with the help of scores. You can configure scores based on the activities the contact performs with regard to email campaigns, such as opens, clicks, or replies, or based on field values and various website other activities. 

More ways to generate leads 

Websites are one of the best and most effective marketing channels, as they help visitors understand more about your brand and what you offer. Hence, it's essential for businesses to optimize their websites in order to capture and convert these visitors as leads.

Marketing Automation comes equipped with just that. Using signup forms, pop-ups, and landing pages, you can capture information about your prospects and synchronize them with Zoho CRM. You can also automatically add these leads to lists, modify their scores, add them to specific journeys, and much more.



Keep tabs on your website  

Once your website is live, it's important to measure the performance to increase conversions. Marketing Automation module comes with a detailed dashboard and in-depth analytics on the behavior and acquisition of your website visitors. The behavior report gives you the complete picture of how visitors are interacting with your website, the top performing page, time spent on pages, the page through which visitors first land on your website, and the last page visited before they exit, and lot more.

The acquisition report, on the other hand helps you identify how these visitors land on your website; the different sources, channels, or the country. This helps you identify the right channel that works for you and plan your marketing activities accordingly. With PageSense already part of Marketing Plus, all your goals, and other important website analytics are in sync with Marketing Automation. 

Marketing campaigns simplified 

Marketing Automation now offers a whole new streamlined experience in creating and managing your campaigns across channels. You can create your email campaigns and promote your surveys, webinars, SMS campaigns, and promotions via WhatsApp.

Personalize touchpoints with Journeys 

The journey builder comes with a lot of updates. With Journey X-Ray, you can dissect and understand the path your contacts take, the most- and least-engaged actions, the number of entrances and exits, and a lot more. This is designed to give you a better understanding of your customer journey across various touchpoints to help optimize them further.

All the journeys you've created in previous versions will be migrated to the new version as drafts. The following components are deprecated in the new version:

Triggers
Actions
Missed goal
Date field trigger (revised)
Email action trigger (revised)
Video click
Attachment download
Send survey mail
Reminder loop
A/B test
Three-way condition
Update deal
Mile stone
End of process components


If you've created journeys with these deprecated components, you'll need to replace them manually before migrating them to the new version.
 
Also, any autoresponders from the previous version will be discontinued in 2.0. You can convert your old autoresponders into journeys.

Revamped roles and permissions 

Roles and privileges in Marketing Plus enable you to define and control access to data and various features in Marketing Plus. There are four different roles available by default: Brand Admin, Brand Marketer, Brand Member, and Event Member.

Previously, Marketing Automation users were only permitted to manage the records they created.



Now, we've introduced more control over how users can access data and features. You can define appropriate permissions for contacts and lists, lead generation functions, marketing channels, websites, and assets. 



Accessing the new version  

The all-new Marketing Automation will be available for all Marketing Plus users starting on June 4, 2024. All topics, integrations, SMS gateways, and smart URLs will have to be migrated to start accessing the new version.

Migrating topics 

Previously, topics in Marketing Automation were usually associated with lists. Now, you can associate them with contacts directly, as well as associate multiple topics to a contact. They can unsubscribe from these topics per their preferences.

Migrating integrations 

Previously, Marketing Automation users could integrate and create syncs with Zoho or other third-party services, which was sometimes hard to track and led to data duplication.
 
To streamline integrations between solutions, now only the administrator of both applications can integrate and create syncs in Marketing Automation—and only one integration and sync.
 
For example, if you want to integrate Marketing Automation in Marketing Plus and Zoho CRM, you need to be the Brand Admin in Marketing Plus and an Administrator in Zoho CRM. Once an account is integrated, other users in your organization can't configure another integration.
 
If multiple integrations are configured in Marketing Automation, you can see the complete list of all the accounts while migrating to the new version. Make sure to select the account you want to retain in the new version. 

Migrating SMS providers 

To increase accuracy, SMS campaigns will only be sent to the mobile numbers specified in each contact's Mobile field. If you've used any other field to store the contact information in the older version, the data will need to be moved to the Mobile field to start sending SMS campaigns in this new version.

Migrating Smart URLs 

Previously, Smart URLs in Marketing Automation can be created for two custom domains. Now, in the new version, you can create smart URLs using the default or your custom domain. Only one custom domain can be connected. So, while migrating to the new version, you can choose the domain that you want to migrate to the new version.  

To access the new version
  1. Go to the Marketing Automation module in Marketing Plus and click Switch to new version. 
  2. Click Proceed in the pop-up.
  3. In the Topic Management tab, click Migrate now. 

  4. Select an integration from the Integration tab and click Migrate and Proceed.
    Do the same if more integrations are listed in the Integration tab.
  5. In the SMS tab, select your preference.

  6. Click Migrate and Proceed.
  7. In the Smart URL tab, select the appropriate domain from the drop down list.
  8. Click Migrate and Proceed.

  9. Click Switch Now in the pop-up.
We hope you find this information useful. Please give it a try and feel free to share your valuable feedback with us.
 
Regards,
The Marketing Plus Team

      • Recent Topics

      • Scheduling Calls in CommandCenter / Blueprints

        I would love it if you could add a function to schedule a call in the lead's record for a future date. I know you can add a Task by going to Instant Actions > Task and completing the form: These tasks go into the lead's record under Open Actions. But

      • open word file in zoho writer desktop version

        "How can I open a Microsoft Word (.doc or .docx) file in Zoho Writer if I only have the file saved on my computer and Zoho Writer doesn't appear as an option when I try 'Open with'? Is there a way to directly open the .doc file in Zoho Writer?"

      • Adding contact role to a specific deal js sdk malfunctioning

        i was trying to add the contact role to a specific deal contact but repeatedly i am getting this error: { "code": "SUCCESS", "details": { "statusMessage": { "code": "INVALID_DATA", "details": { "expected_data_type": "jsonobject" }, "message": "body",

      • How to invite friends on other social media platforms to one of my group chats in arattai?

        Hello, I have formed chat groups in arattai. I want to invite my friends on other social media platforms like WhatsApp/ FB to one of my groups. Different friends would be invited to different groups. How to share an invite link of one of my groups to

      • Zoho PDF editor has a lot of issues.

        Zoho PDF editor needs a lot of work. It hangs and glitches a lot. Deletes annotations and clearings randomly.

      • So we ran with it for the week

        In our company i bit the bullet and ran with FSM for a whole week. Service calls, deliveries and surveys. Covering about 30-120 miles a day to domestic properties. Loved the appointment list and satnav integration. Loved the timer to measure the appointments.

      • link to any Belgian bookkeeping software?

        Hello, Does anyone on this Forum can help me with the question whether the ZOHO CRM (Invoices) or ZOHO Book can be linked to software that is used for Belgian Bookkeeping/accountancy? By linking, I mean either with the help of a middleware program or either by the ability to export the custom made reports as CSV-files... If someone has an experience with online CRM-Accountancy in Belgium, with ZOHO (or other), it would be great to read it... Thank you

      • Client Script | Update - Introducing Subform Events and Actions

        Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduce

      • Kaizen #152 - Client Script Support for the new Canvas Record Forms

        Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved

      • how to use validation rules in subform

        Is it possible to use validation rules for subforms? I tried the following code: entityMap = crmAPIRequest.toMap().get("record"); sum = 0; direct_billing = entityMap.get("direct_billing_details"); response = Map(); for each i in direct_billing { if(i.get("type")

      • Global Sets for Multi-Select pick lists

        When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.

      • stock

        bom/bse : stock details or price =STOCK(C14;"price") not showing issue is #N/A! kindly resolve this problem

      • Zoho sheet desktop version

        Hi Zoho team Where can I access desktop version of zoho sheets? It is important as web version is slow and requires one to be online all the time to do even basic work. If it is available, please guide me to the same.

      • ZOHO SHEETS

        Where can I access desktop version of zoho sheets? It is important to do basic work If it is available, please guide me to the same

      • Option to Empty Entire Mailbox or Folder in Zoho Mail

        Hello Zoho Mail Team, How are you? We would like to request an enhancement to Zoho Mail that would allow administrators and users to quickly clear out entire folders or mailboxes, including shared mailboxes. Current Limitation: At present, Zoho Mail only

      • Zoho Books - France

        L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité

      • Using Zoho Flow to create sales orders from won deal in Zoho CRM

        Hi there, We are using Zoho Flow to create sales orders automatically when a deal is won in Zoho CRM. However, the sales order requires "Product Details" to be passed in "jsonobject", and is resulting in this error: Zoho CRM says "Invalid input for invalid

      • Is Zoho Sheet available for Linux ?

        Is Zoho Sheet available for Linux ?

      • how to disable staff selection Zoho Booking integrated to SalesIQ?

        currently there is only one Consultant in my Zoho Bookings like this I integrate Zoho Bookings into Zoho SalesIQ to create a chatbot. Unfortunately, even though I only have one consultant for a consultation, the user have to pick the consultant. It will

      • Zoho Bookings No Sync with Outlook

        Zoho Bookings appointments are showing on my Outlook Calendar but Outlook events are not showing on Zoho Bookings. How do I fix this?

      • End Date in Zoho Bookings

        When I give my appointments a 30 minutes time I would expect the software not to even show the End Time.  But it actually makes the user pick an End Time.  Did I just miss a setting?  

      • Custom confirmation message

        How can I change the message that users see after they submit the booking form? I have to confirm some details before their appointment is officially "confirmed", so I want to change it where it doesn't say their appointment is "confirmed" but rather

      • Issue showing too many consultations in my workspace link.

        Hi Team, I’ve set up two Workspaces to track meetings from different sources. So far, this has been working well, and the two Workspaces are differentiated without any issues. However, when I navigate to Consultations and share the link to my personal

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

        The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Managing addresses

      • Recurring Supervisor Rule Reminders for Open/In-Progress Tickets

        Hello Zoho Support Team, I would like to suggest a potential improvement regarding reminders for tickets and activities in Zoho Desk. Currently, it is possible to set reminders only once. In the Supervisor Rules section, it is possible to configure reminders

      • Improved RingCentral Integration

        We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.

      • Deluge sendmail in Zoho Desk schedule can't send email from a verified email address

        I am trying to add a scheduled action with ZDesk using a Deluge function that sends a weekly email to specific ticket client contacts I've already verified the email address for use in ZDesk, but sendmail won't allow it in its "from:" clause. I've attached

      • Zoho Learn & Zoho Connect

        Hi, Is there a way to sync the knowledge base we have in Zoho Learn with the manuals section is Zoho Connect? Thanks,

      • Addin Support in Zoho Sheet

        Is there any addin support available in zoho sheet as like google marketplace to enhance productivity by connecting with other apps, providing AI data analysis, streamlining business processes, and more?

      • Allow syncing Activities from other applications

        Marketing Automation could be a much more powerful platform if you were able to sync activities into the platform (e.g. purchase, donation, etc) outside of a user doing something on your website. I'd love it if you could sync Custom CRM Modules as activities,

      • Changing Corporate Structure - How Best to Adapt Current and Future Zoho Instances

        My current company is Company A LLC with a dba ("doing business as" - essentially an alias) Product Name B. Basically, Company A is the legal entity and Product Name B is what customers see, but it's all one business right now. We currently have a Zoho

      • how to add subform over sigma in the CRM

        my new module don't have any subform available any way to add this from sigma or from the crm

      • {"errors":[{"id":"500","title":"Servlet execution threw an exception"}]}

        Here's the call to move a file to trash. The resource_id is accurate and the file is present. header = Map(); header.put("Accept","application/vnd.api+json"); data = Map(); data_param1 = Map(); att_param1 = Map(); att_param1.put("status",51); data_param1.put("attributes",att_param1);

      • How to Install Zoho Workdrive Desktop Sync for Ubuntu?

        Hi. I am newbie to Linux / Ubuntu. I downloaded a tar.gz file from Workdrive for installing the Workdrive Desktop Sync tool. Can someone give me step by step guide on how to install this on Ubuntu? I am using Ubuntu 19.04. Regards Senthil

      • Integración Books para cumplir la ley Crea y Crece y Ley Antifraude (VeriFactu)

        Hola: En principio, en julio de 2025, entra en vigor la ley Crea y Crece y Ley Antifraude (VeriFactu). ¿Sabéis si Zoho va a cumplir con la ley para cumplir con la facturación electrónica conectada a Hacienda? Gracias

      • How to upload own video?

        How can you upload your own video on your zoho website? I do not want to use another host, but i want to insert my own files. how can i do this?

      • Support new line in CRM Multiline text field display in Zoho Deluge

        Hi brainstrust, We have a Zoho CRM field which is a Muti Line (Small) field. It has data in it that has a carriage return after each line: When I pull that data in via Deluge, it displays as: I'm hoping a way I can change it from: Freehand : ENABLED Chenille

      • A couple of minor enhancements to Workflows

        Last updated on September 17, 2024: These enhancements were initially available for early access, and we've now enabled them for all users. We are elated to announce a couple of enhancements to custom functions in our Workflows! Say hello to: "Source"

      • Announcing new features in Trident for Windows (v.1.32.5.0)

        Hello Community! Trident for Windows just got better! This update includes new features designed to improve and simplify email and calendar management—and it includes a feature you’ve been waiting for. Let’s dive into what’s new! Save emails in EML or

      • How to render either thumbnail_url or preview_url or preview_data_url

        I get 401 Unauthorised when using these urls in the <img> tag src attribute. Guide me on how to use them!

      • Next Page