Zoho Campaigns is now HIPAA compliant

• Topic Participants

• Susmit Sen

  

• Sticky Posts

• 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

• Tip of the week 15 - Add subscription-preferences option. Drive more engagement.

  If crafting content for emails, getting creatives done, and running email campaigns is your love, then unsubscribes are the heartbreakers.  You can save your emails from being unsubscribed/trashed by adding a proper subscription-preferences option in your emails (works best at the time of signup). Giving subscribers the option to choose what they want to receive from you and decide how often (frequency of the emails) your emails should hit their inboxes will increase the reach of your campaigns manifolds. 

• Recent Topics

• Load PO_Date field (Purchase Order) with current date in Deluge

  Hi, I'm not a full time developer, just helping to customize our CRM, in the small company I work for. There must be something wrong with me, because I can't do something so simple as complete a field with the current date in a function using Deluge.

• Question Regarding Managing Sale Items in Zoho Books

  Good day, I was wondering about something. Right now, Zoho Books doesn’t seem to have a way to flag certain items as being on sale. For example, if I want a list of specific items to be on sale from October 1 to October 12, the user would have to export

• In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subf

  In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subform update Invoice , there i have date field,Invoice number

• Dealing with API responses where integers have more than 16 digits

  Hi there How do I deal with an api response contaning an int or float with more than 16 digits (before any decimal places for a float). I constantly receive the response "Unable to cast the 'BigInteger' value into a 'BIGINT' value because the input is

• Problem of Import Client Users From CRM and or Expense

  I am premium plan user on Projects. I have about 500 customers on Expense and CRM that integrated with each other. According to at below link, I am trying to import clients from CRM, system not allowed to select any customer. If I import from Expense,

• Unable to enable tax checkboxes

  Hi Zoho Commerce Support, I'm writing to report an issue I'm having with the tax settings in my Zoho Commerce store. I've created several tax rates under Settings > Taxes, but all of them appear with the checkbox disabled. When I try to enable a checkbox,

• Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

  Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?

• Zoho Commerce - Enable Company Name and Tax Number collection for B2B orders in Global Edition

  Please enable Company Name and Tax Details option on checkout settings in Zoho Commerce Global Edition. It is still important to collect Company Name and Tax Number for B2B sales in many countries. My business is based in Ireland (in the EU) and I have

• ZohoSign and ZohoBooks Integration/Workflow

  Hello All, We utilize ZohoSign for signatures on tax eFiles. We utilize Dynamic KBA. Additionally, we use ZohoBooks for invoicing for these services. Is there a way to accomplish the following: Send a copy of the Tax Return, Invoice and eFiles in one

• Manage monthly tasks with projectsf

  Hi All I run a finance and operations team where we need both teams to complete monthly tasks to ensure we hit our deadlines. Can Zoho projects be used for this. There many finance focused tools but we have Zoho one so want to explore Thanks Will

• Zoho Suite is very slow

  Since today Zoho is incredibly slow over all applications! What's going on?

• Field Dependency Not Working on Detail Page in Zoho Desk

  Hi Support Team, I’ve created field dependencies between two fields in Zoho Desk, and they are working correctly on the Create and Edit layouts. However, on the Detail page, the fields are not displaying according to the dependencies I’ve set — they appear

• Is anyone else having trouble saving a custom image in their email signature, or is it just me?

  When I try to save the image I get an error that says "Operation Failed" I opened a support ticket two weeks ago and received a response that it would be debugged, but it still isn’t working

• Combine and hide invoice lines

  In quickbooks we are able to create a invoice line that combines and hides invoices lines below. eg. Brochure design         $1000 (total of lines below, the client can see this line) Graphic Design           $600 (hidden but entered to reporting and

• Option to Disable Knowledge Base Section in Feedback Widget Popup Hello Zoho Desk Team

  Hello Zoho Desk Team, How are you? We are actively using Zoho Desk and would like to make more use of the Feedback Widget. One of the ways we implement it is through the popup option. At the moment, the popup always displays the Knowledge Base section,

• Transaction Locking with the dynamic date

  Is it possible to dynamically update dates on transaction locking. We want to lock transaction x days from today

• Zoho Devops

  We have a Zoho one account which we have integrated with an SAS educational product, sold on a subscription model, using webhooks and API calls. We make some use of custom fields and cross module lookups and relationships. We utilize CRM, Books and billing

• Fuel up your sales with the Zoho SalesIQ + Bigin integration

  Hi everyone! We’re happy to bring you the all-new Zoho SalesIQ + Bigin integration. With this, every prospect from your website instantly becomes a contact in Bigin, complete with transcripts and follow-up tasks, so you never lose a lead again. Let's

• Add a 'Log a Call' link to three dot icon in Canvas

  Hi, There's a three dot element when creating a canvas called 'More'. I would like to modify this to add a link that says 'Log a Call' in order to quickly record the details of a cellphone call. I'd also like this to be a simple 'contact' selection and

• Collaps Notes

  There are times when long/large notes are added to a record i.e. Accounts or Deals etc. Currently, the full note is displayed in the notes related list section. It would be great if by default only 5 to 10 rows of the note are displayed when the note

• Introducing AI-powered Assessments & Zoho's native LLM, Zia

  We’ve shipped a cleaner, faster way to create assessments in Zoho Recruit. 🚀 Instead of manually building question banks or copying old templates, you can now generate ready-to-use assessments in just a few clicks, all tailored to the role you’re hiring

• Ability to Reset Visitor Fields During an Active Chat Flow

  Hello Zoho SalesIQ Team, We hope you are doing well. We would like to propose a feature enhancement to Zoho SalesIQ regarding the management of visitor fields within Zobot flows. Use Case: Our bot asks the visitor to provide information about a 3rd person

• The Social Wall: August 2025

  Hello everyone, As summer ends, Zoho Social is gearing up for some exciting, bigger updates lined up for the months ahead. While those are in the works, we rolled out a few handy feature updates in August to keep your social media management running smoothly.

• External ID in Zoho CRM

  Hello everyone! We know that Zoho CRM allows you to integrate third-party apps and manipulate data through APIs. While you integrate a third-party application, you may want to store the third-party reference IDs in Zoho CRM's records. To meet this need

• New in Zoho Chat : Search for contacts, files, links & conversations with the all new powerful 'Smart Search' bar.

  With the newly revamped 'Smart Search' bar in Zoho Chat, we have made your search for contacts, chats, files and links super quick and easy using Search Quantifiers.   Search for a contact or specific conversations using quantifiers, such as, from: @user_name - to find chats or channel conversations received from a specific user. to: @user_name - to find chats or channel conversations sent to a specific user. in: #channel_name - to find a particular instance in a channel. in: #chat_name - to find

• Aggregating the First Value in the Group By of a dataset

  Hi I am trying to get the following Aggregate Formula to work in my chart, but cannot seem to get the right format. I have a series of data that I am running an include_groupby and want to SUM only a column in the first row of each group. So for example.

• New in Cadences: Option to Resume or Restart follow-ups when re-enrolling records into a Cadence, and specify custom un-enrollment criteria

  Managing follow-ups effectively involves understanding the appropriate timing for reaching out, as well as knowing when to take a break and resume later, or deciding if it's necessary to start the follow-up process anew. With two significant enhancements

• Is it possible for contacts to "Re-enter" a workflow in Zoho Campaign?

  We are currently working on a way to automatically add users to from one list to other lists based on specific criteria, but can't seem to find a native way of doing this so we are trying to use Workflows to do this. So, for example, if a user's status is set to "Active," then they should be added to the list "Active Users." If the same user's status is then set to "Paused," they should be added to the list "Paused Users" and removed from the list "Active Users." This works fine for the first go

• Admin Control Over Profile Picture Visibility in Zoho One

  Hello Zoho Team, We hope you are doing well. Currently, as per Zoho’s design, each user can manage the visibility of their profile picture from their own Zoho Accounts page: accounts.zoho.com → Personal Information → Profile Picture → Profile Picture

• How can I track which zoho users are actively using Zoho CRM

  I have several licenses of Zoho CRM. We now need to add a new user. I could purchase a new license, but before I do, I would like to see if any of our existing users are not actively using the license assigned to them. How can I determine the activity

• Seriously - Create multiple contacts for leads, (With Company as lead) Zoho CRM

  In Zoho CRM, considering a comapny as a lead, you need us to allow addition of more than one contact. Currently the Lead Section is missing "Add contact" feature which is available in "Accounts". When you know that a particular lead can have multiple

• Track Zoho Campaign and Workflow sales impact

  I am attempting to measure the performance of our marketing workflows and campaigns by comparing the date each campaign was sent to a contact with the purchase date of the contact. For example, if Contact A was sent Email A on 9/1 and made a purchase

• Zoho / Outlook Calendar sync

  The current Marketplace -> Microsoft -> Meetings integration needs 2 changes. 1. The current language for the Two-Way sync option should be changed. It currently states, "Sync both your Zoho CRM Calendar and Office 365 Calendar meetings with each other."

• Tables for Europe Datacenter customers?

  It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?

• What is a line break code for zoho?

  Hi, I am archiving data by adding values from a single line field from one form to a multi-line field in another form. So I need a code/function that starts a new line on that multi-line field so it does not just keep adding it on the same line. Example, doing something like this means that it will be on a same line. archive.field1 = archive.field1 + input.Field1 I need a code so the input.Field1 can just start on the next line. Instead of "value 1, 2,3,4,5" It will be: "1 2 3 4 etc.".  something

• Automatic Project Owner change

  Is there a way to change Project Owner automatically once a specific Milestone in a project is marked as completed. Different Teams are working on projects in our Org, they have their own Milestones to complete and so we transfer the project from team

• Button to add product to cart

  Is there a way to have a button on a page, that when clicked, will add Qty 1 of a product to the cart?

• Problem with Submit Button Design

  I have made a template to apply to my forms and under the button controls, I have it set to "standard" and yet it's still filling the container. This is super frustrating and looks weird. Why do we not have full control over button size? How can I fix

• Zoho CRM- Authorize your Microsoft Teams account issue

  Hi, I tried to link Zoho CRM with Teams and I got the following message: Clicking "Authorize now" sent me to the following page, Microsoft tried to start a session but, after 3 seconds the page closed and nothing happened. I get the same message each

• Passing the CRM

  Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when

• Next Page