Updates for Zoho Campaigns: Merge tag, footer, and autoresponder migration

Updates for Zoho Campaigns: Merge tag, footer, and autoresponder migration

Hello everyone,

 

We'd like to inform you of some upcoming changes with regard to Zoho Campaigns. We understand that change can be difficult, but we're dedicated to ensuring a smooth transition while keeping you all informed and engaged throughout the process.

 

1. Merge tag migration

 

Starting on May 13, 2023, any custom field that you create within your organization will automatically be available as merge tags, which will make it easier for you to select an appropriate tag from the available options instead of creating a new one from scratch each time. For example, when adding the sender's name, you can choose a merge tag from the default available options in the drop-down list.




As a result, Zoho Campaigns will no longer offer the ability to create new merge tags. Nonetheless, any previously created merge tags will remain available for you to use.

 

2. Footer migration

 

Adding a footer to your email campaign has become all the more easier. Starting May 10, 2023, you can easily select footer from the template editor without the need to switch tabs.

We'd also like to remind you that the 'Header and Footer' update option in 'Settings' will still be accessible from your account for a limited time. This allows you to view your existing footers and incorporate them in your campaigns as needed. However, editing them will not be possible.


3. Autoresponder migration


Going forward, we've decided to discontinue the autoresponders feature in order to streamline the system. We've made sure that every action/scenario that was achieved with autoresponders can also be accomplished through workflows. Therefore, a migration option will be provided in the near future, allowing you to convert your existing autoresponders to workflows. We'll keep you updated on the specific dates when this option will become available. In the meantime, you will be able to access the autoresponder feature as usual.


We will be providing an automatic migration option for converting your autoresponders into workflows seamlessly, eliminating the need for manual intervention. We assure you that we will keep you informed about the migration process well in advance, ensuring a smooth transition. In the meantime, you can continue to access and utilize the autoresponder feature as usual.​

 

We apologize for any inconvenience these changes may cause. We believe these changes will make it easier for you to navigate through Zoho Campaigns and get your work done more efficiently.

 

We appreciate your patience and support as we continue to improve Zoho Campaigns for you. If you have any questions or concerns about these updates, please don't hesitate to contact us at support@zohocampaigns.com.

Thank you for being a valued user.


PS. If you are a social campaign user, please take a look at the detailed announcement with regard to the social campaign removal


Regards,

Team Zoho Campaigns

      • Recent Topics

      • Is Desk Down?

        Across department - always an error. [Status Mode] - error [Table View and the rest] - working

      • How do I change the wording of the tile of SignForm?

        When my user opens a SignForm url, the title that is presented is always "SignForm signer Information" and a form is displayed asking for the username and email address. This can be confusing to the end user. How can I change the title at least (Or at

      • How to link tickets to a Vendor/Vendor Contact (not Customer) for Accounting Department?

        Hi all, We’re configuring our Accounting department to handle tickets from both customers and vendors (our independent contractors). Right now, ticket association seems to be built around linking a ticket to a Customer / Customer Contact, but for vendor-originated

      • Problem with CRM Connection not Refreshing Token

        I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature to

      • Automatic Matching from Bank Statements / Feeds

        Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these

      • Clone Recurring Expenses

        Our bookkeeping practices make extensive use of the "clone" feature for bills, expenses, invoices, etc. This cuts down significantly on both the amount of typing that needs to be done manually and, more importantly, the mental overhead of choosing the

      • Unify Overlapping Functionalities Across Zoho Products

        Hi Zoho One Team, We would like to raise a concern about the current overlap of core functionalities across various Zoho applications. While Zoho offers a rich suite of tools, many applications include similar or identical features—such as shift management,

      • Automation #7 - Auto-update Email Content to a Ticket

        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. Email is one of the most commonly

      • Ticket to article and Ticket to template

        Hello! I would like to know if it is possible (and how) to do the following actions: 1. To generate an article from a ticket (reply + original message) 2. Easy convert an answer to an email template

      • Is there API Doc for Zoho Survey?

        Hi everyone, Is there API doc for Zoho Survey? Currently evaluating a solution - use case to automate survey administration especially for internal use. But after a brief search, I couldn't find API doc for this. So I thought I should ask here. Than

      • Windows Desktop App - request to add minimization/startup options

        Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus

      • Kaizen #225 - Making Query-based Custom Related Lists Actionable with Lookups and Links

        Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss an exciting enhancement in Queries in Zoho CRM. In Kaizen #190, we discussed how Queries bridge gaps where native related lists fall short and power custom related

      • WebDAV / FTP / SFTP protocols for syncing

        I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpful

      • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

        Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

      • Non-responsive views in Mobile Browser (iPad)

        Has anyone noticed that the creator applications when viewed in a mobile browser (iPad) lost its responsiveness? It now appears very small font size and need to zoom into to read contents. Obviously this make use by field staff quite difficult. This is not at all a good move, as lots of my users are depending on accessing the app in mobile devices (iPads), and very challenging and frustrating. 

      • [Free Webinar] Learning Table Series - AI-Enhanced Logistics Management in Zoho Creator

        Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. About Learning Table Series Learning Table Series is a free, 45-60

      • Learner transcript Challenges.

        Currently i am working on a Learner Transcript app for my employer using Zoho Creator. The app is expected to accept assessment inputs from tutors, go through an approval process and upon call up, displays all assessments associated with a learner in

      • Customizable UI components in pages | Theme builder

        Anyone know when these roadmap items are scheduled for release? They were originally scheduled for Q4 2025. https://www.zoho.com/creator/product-roadmap.html

      • Feature Request - Set Default Values for Meetings

        Hi Zoho CRM Team, I would be very useful if we could set default values for meeting parameters. For example, if you always wanted Reminder 1 Day before. Currently you need to remember to choose it for every meeting. Also being able to use merge tags to

      • We Asked, Zoho Delivered: The New Early Access Program is Here

        For years, the Zoho Creator community has requested a more transparent and participatory approach to beta testing and feature previews. Today, I'm thrilled to highlight that Zoho has delivered exactly what we asked for with the launch of the Early Access

      • Analytics <-> Invoice Connection DELETED by Zoho

        Hi All, I am reaching out today because of a big issue we have at the moment with Zoho Analytics and Zoho Invoice. Our organization relies on Zoho Analytics for most of our reporting (operationnal teams). A few days ago we observed a sync issue with the

      • How to use Rollup Summary in a Formula Field?

        I created a Rollup Summary (Decimal) field in my module, and it shows values correctly. When I try to reference it in a Formula Field (e.g. ${Deals.Partners_Requested} - ${Deals.Partners_Paid}), I get the error that the field can’t be found. Is it possible

      • Zoho Creator to Zoho CRM Images

        Right now, I am trying to setup a Notes form within Zoho Creator. This Notes will note the Note section under Accounts > Selected Account. Right now, I use Zoho Flow to push the notes and it works just fine, with text only. Images do not get sent (there

      • CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

        Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),

      • Error Logs / Failure logs for Client Scripts Functions

        Hi Team, While we are implementing client scripts for the automation, it is working fine in few accounts but not working for others. So, it would be great if we can have error Logs for client scripts also just like custom functions. Is there any way that

      • Automate pushing Zoho CRM backups into Zoho WorkDrive

        Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They

      • Zoho Books blocks invoicing without VeriFactu even though it is not mandatory until 2027

        I would like to highlight a very serious issue in Zoho Books for Spain. 1. The Spanish government has postponed the mandatory start of VeriFactu to January 1st, 2027. This means that during all of 2026 businesses are NOT required to transmit invoices

      • Problem : Auto redirect from zoho flow to zoho creator

        Hi there, I've been waiting for zoho team to get back on this for last couple of days. Anyone else have the problem to access zoho flow? everytime I click on zoho flow it redirects me to zoho creator. I tried incognito mode but it still direct me to zoho

      • Client and Vendor Portal

        Some clients like keeping tabs on the developments and hence would like to be notified of the progress. Continuous updates can be tedious and time-consuming. Zoho Sprints has now introduced a Client and Vendor Portal where you can add client users and

      • #7 Tip of the week: Delegating approvals in Zoho People

        With Zoho People, absences need not keep employees waiting with their approval requests. When you are not available at work, you can delegate approvals that come your way to your fellow workmate and let them take care of your approvals temporarily. Learn more!

      • Trouble with using Apostrophe in Name of Customers and Vendors

        We have had an ongoing issue with how the system recognizes an apostrophe in the name of customers and vendors. The search will not return any results for a name that includes the mark; ie one of our vendors names is "L'Heritage" and when entering the

      • Why am I seeing deleted records in Zoho Analytics syncing with Zoho CRM?

        I have done a data sync between Zoho CRM and Zoho Analytics, and the recycle bin is empty. Why do I see deleted leads/deals/contacts in Zoho Analytics if it doesn't exist in Zoho CRM? How can I solve this problem? Thanks

      • Nueva edición de "Ask The Expert" en Español Zoho Community

        ¡Hola Comunidad! ¿Te gustaría obtener respuestas en directo sobre Zoho CRM, Zoho Desk u otra solución dentro de nuestro paquete de CX (Experiencia del Cliente? Uno de nuestros expertos estará disponible para responder a todas tus preguntas durante nuestra

      • How to use MAIL without Dashboard?

        Whenever I open Mail, it opens Dashboard. This makes Mail area very small and also I cannot manage Folders (like delete/rename) etc. I want to know if there is any way to open only Mail apps and not the Dashboard.

      • Peppol: Accept Bill (Belgium)

        Hi, This topic might help you if you're facing the same in Belgium. We are facing an issue while accepting a supplier bill received by Peppol in Zoho Books. There is a popup with an error message: This bill acceptance could not be completed, so it was

      • Zoho Books is now integrated with Zoho Checkout

        Hello everyone,   We're glad to be announcing that Zoho Books is now integrated with Zoho Checkout. With this integration, you can now handle taxes and accounting on your payment pages with ease.   An organization you create in Zoho Checkout can be added to Zoho Books and vice-versa. Some of the key features and benefits you will receive are:   Seamless sync of customer and invoice data With the end-to-end integration, the customer and invoice details recorded via the payment pages from Zoho Checkout

      • Sync Issue

        My Current plan only allows me with 10,000 rows and it is getting sync failure how to control it without upgrading my plan

      • Add Zoho PDF to Zoho One Tool Applications

        It should be easy to add from here without the hassle of creating a web tab:

      • JOB WISE INVOICE PROCESS

        I WANT TO ENABLE JOB WISE TRACKING OF ALL SALES AND PURCHASE

      • PDF Template have QTY as first column

        I want to have the QTY of an item on the sales orders and invoices to be the first column, then description, then pricing. Is there a way to change the order? I went to the Items tab in settings but don't see how to change the order of the columns on

      • Next Page