Zoho Campaigns Traning

• Topic Participants

• Claire

• Meyyappan CT

  

• Sticky Posts

• Marketer's Space: Why email authentication matters in Zoho Campaigns

  Welcome back to another post in Marketer's Space! If you've recently started using Zoho Campaigns, you've probably come across terms like SPF and DKIM. You may have also noticed emails that show "via zcsend.net" in Gmail when testing or sending campaigns.

• Marketer's Space: New to Campaigns? Some common early mistakes that might occur

  Hello Marketers, Welcome back to another post in Marketer's Space. If you're just getting started with Zoho Campaigns, things can feel exciting and slightly confusing at the same time. You're not alone. Most early frustrations come from setup gaps rather

• Marketer's Space: Plan smarter with Zoho Campaigns' Calendar

  Hello Marketers, Welcome to another post! Today, we'll talk about a discreet yet significant feature that's neatly tucked inside Zoho Campaigns: the calendar. It might look like an optional but somewhat unnecessary feature that you can use occasionally,

• Marketer's Space: Proven tips to improve open rates – Part III

  Hello Marketers! Welcome back to another post in Marketer's Space! This is the final post in the "open rate series". In the first and second parts, we discussed topics ranging from sender domains to pre-headers—but we're not done yet. A few more important

• Marketer's Space: Proven tips to improve open rates – Part I

  Hello Marketers! Welcome back to another post in Marketer's Space! In this week's post, we'll discuss the ever-important concept of open rates. This will be a multi-part series, as we have a range of topics to cover. Open rates—which measure the percentage

• Recent Topics

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

  Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24

• Setting GC session variable programatically in a website

  Hi! Is there a way now to programatically set session variables from a website for a Guided Conversations? The current available methods are dependent on react-native.

• Ticket Merge Error

• Introducing Rollup summary in Zoho CRM

  ------------------------------------------Moderated on 5th July'23---------------------------------------------- Rollup summary is now available for all organizations in all the DCs. Hello All, We hope you're well! We're here with an exciting update that

• Refresh frequency

  Dear Zoho Team, I really, truly appreciate that Zoho Books gets frequent updates. As a matter of fact this is how a good SaaS company should stay on top. However, I feel that I have to hit refresh almost every day. This was exciting at the beginning but

• Update application by uploading an updated DS file

  Is it possible? I have been working with AI on my desktop improving my application, and I have to keep copy pasting stuff... Would it be possible to import the DS file on top of an existing application to update the app accordingly?

• Two-factor authentication (2FA) Log-in Problems

  The Two-factor authentication (2FA) Login on my passwords doesn't match , so it wont accept login I'm down to my last backup code.

• Remove my video

  Hi, How can I remove my video so that I don't have to see myself. It's weird so I always remove my own video from what I see but cannot find this feature here. Thanks!

• Client Script: Any plans to add support for multi-select field with onChange

  Client Script is fantastic and the documentation lists multiselect form fields as unsupported. Just wondering if there are any plans to make this a supported field. https://www.zoho.com/crm/developer/docs/client-script/client-script-events.html 2. Field

• Zoho Campaigns API endpoint for contact details

  there is some REST API support for Zoho Campaigns, however, I am not able to find an endpoint for "get contact details".  in particular, I'd like to access contact's subscription status and also their topic. ideally there is all profile available including

• Feature Reqeust - Include MPN In Selectable FIelds

  I have noticed that the MPN is not available to show in the list view of Items. Please consider adding it as EAN, UPC and ISBN are all available, so it doesn't make much sense to exclude this similar option. Thanks for considering my feedback.

• Experience effortless record management in CRM For Everyone with the all-new Grid View!

  Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view and

• Windows Desktop Application for Bigin

  I'm finding the need for a standalone Bigin desktop app for Windows users. Most of my daily work is done through a browser, so I often have several open tabs while working with customers and checking product information, etc. With Bigin currently only

• Set another Layout as Standard

  We created a few layouts and we want to set another one to standard:

• Salesforceに添付ファイルを格納したい

  お世話になっております。 Salesforceに添付ファイルを格納したく、カスタムオブジェクトに連携し、 「ファイルのアップロード」項目を設けました。 実際、エラーもなく送信出来たのですが、実際生成されたカスタムオブジェクトのレコードを見ると、どこにも添付ファイルがありません。仕様として、この添付ファイルはSalesforceのどこに格納されるのでしょうか？ 今回作りたいフォームは、複数の書類を添付するため、Zohoformのファイルアップロード項目「本人確認書類」「源泉徴収票」などの項目を、Salesforce側にも設けた「本人確認書類」「源泉徴収票」という各項目にURLリンクとして紐づけたいと思っておりました。

• I'd like to Import Contacts for an SMS Campaign, but they don't have email addresses.

  I've got a contact list of about 4000 contacts. Some only have mobile phone and not email. Can I still import the contacts?

• Knowledge Base article lists

  Is it possible to adjust the number of articles that are visible under a category of the Knowledge Base portal? Currently it looks like by default it populates about 5 articles before it puts the "more" option at the bottom. Looking to see if I can extend

• Discrepancy in Contracts with Fields list/Layout

  The Support Plan field on the layout isn't in the fields list. What am I missing?

• Zoho writer unable to merge documents to PDF with basic fonts in Hebrew or fonts from my computer

  I created several forms that will be merged into PDF files through Zoho Writer and I am unable to receive the PDF in the basic fonts of the Hebrew language or in the fonts I have on my computer. The writer exports to PDF an exchange font that looks very

• Migrating all workflows to another Zoho account

  We are going to transfer into another company, and we are going to get new emails and new Zoho accounts. Is there a way to migrate (or save in some sort of external file) all presets and settings that we have on this account? That includes primarily workflows,

• Edit The Newsletter

  There doesn't seem to be the ability add a title and a caption below the button. Can this be done?

• Additional Address - Company Name

  It would be very helpful to have a "Company Name" field in the Additional Address shipping section.  In a situation where you drop-ship orders to a different address or different company entirely, it may be necessary to list the company name of the receiver. I understand that the Attention field can be used for that purpose, but that's not really the intended purpose of that field.

• Unable to Delete Items – No Visible Transactions but Error “Items which are a part of other transactions cannot be deleted…”

  Hello Community, We are using Zoho Inventory for our business and encountered a persistent issue that is preventing us from deleting certain items. The message shown is: “Items which are a part of other transactions cannot be deleted. Instead, mark them

• Keyboard UX for Assemblies

  The new Assembly module has a counter-intuitive behavior that ought to be corrected. When an Assembly is ready to be entered, there are two options given, the blue-highlighted "Assemble" and the gray "Save as Draft". This correctly implies that the normal

• landed cost-need help with different currency under the same bill

  I’m having trouble recording landed costs in Zoho Inventory/Books. My purchase order is in CNY, but the landed cost (freight) I pay is in USD. Zoho forces everything under the same bill to use one currency, so I can’t enter the landed cost in its actual

• Improved Functionality PO Bill SO Invoice

  Hello, I need to enter over 100 items, it's frustrating to scroll a few item rows and wait for more to load, then scroll again. It would be nice to have buttons that scroll to the top or bottom with one click. Furthermore, these items I'm adding are VAT

• Generate a link for Zoho Sign we can copy and use in a separate email

  Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to

• I would like to request a new feature or setting for SalesIQ.

  Hello Zoho Team, I would like to request a new feature or setting for SalesIQ. Currently, when a user opens our contact widget and clicks on the "Chat with us" option, it opens a standard chat window that remains empty until either the user types a message

• In Zoho inventory Converting sales return to cerdit note from using Api from Creator Error details: {"code":-1,"message":"Invalid Sales Return ID."}

  In Zoho inventory Converting sales return to cerdit note from using Api from Creator Error details: {"code":-1,"message":"Invalid Sales Return ID."} this is button Function used in the Creator map Inventory.Create_Credit_note(int CRE_ID) { return_value

• Realtime Translations of Video via OnAir

  It would be an amazing feature to have a drop down selector in the On Air video area for attendees to select a language to convert the original language to.

• Zia should track how customer relationships evolve over time

  Here's a feature idea that I've been thinking about The Problem Zia is great at analyzing individual interactions email sentiment, call transcription, best time to contact. But here's what it can't do: tell you how a relationship has evolved over time.

• First Name in Mail

  While sending a mail/message to the user, I want only the first name to be displayed—for example: “Hi John” instead of the full name using "Hi ${Name_Field}"

• Assign emails to lead

  I have some contacts who refers leads but there is no away to manually assign emails to lead.   

• Built-in Date Functions in Zoho Analytics Query Tables

  I have a doubt about whether Zoho Analytics Query Tables provide built-in functions for start date, end date, and the current month

• Looking for Guidance on Building a Zoho Website

  I'm exploring the possibility of building a custom website with specific features using Zoho as an alternative platform. My goal is to create something similar to https://gtasandresapk.com , with the same kind of functionality and user experience. I'd

• FSM integration with Books

  Hi, I have spent a few months working with FSM and have come across a critical gap in the functionality, which I find almost shocking....either that, or I am an idiot. The lack of bi-directional sync between Books and FSM on Sales Orders/ Work Orders

• How to Track Inventory Usage from Zoho FSM to Zoho Inventory?

  Hi everyone, We’re currently working on integrating Zoho FSM with Zoho Inventory, and we’ve encountered a challenge we’re hoping the community can help us understand better. Here’s the context: When we create a Work Order in Zoho FSM that involves parts

• Set Field Mandatory by Client Script ZOHO CRM

  #Tips of the day We can set the field as mandatory by the client script var field_obj = ZDK.Page.getField('Custom_Field1'); field_obj.setMandatory(true); Custom_Field1 = Field API Name Apart from is if you have required any kind of Zoho work please do

• Enhancements for Currencies in Zoho CRM: Automatic exchange rate updates, options to update record exchange rates, and more

  The multi-currency feature helps you track currencies region-wise. This can apply to Sales, CTC, or any other currency-related data. You can record amounts in a customer’s local currency, while the CRM automatically converts them to your home currency

• associating products with accounts

  I have all my accounts and products in zoho now. I need to generate a sales order for an account. The product lookup feature on the sales order shows no products...how can I get them to appear.

• Next Page