Zoho Marketing Automation | Marketing Automation Community Learning Comunidad

• Drive more sales and create loyal customers this holiday season

  Hey marketers! The holiday season is almost here, and we all know that means one thing: It's time to roll out those high-impact, unforgettable campaigns. Are you set to make the most of it? We're hosting an exclusive free webinar on November 14, and it's

• How to add multiple contacts to a list?

  I was trying to use the following endpoint https://www.zoho.com/marketingautomation/help/developers/lead-subscribe.html , but only being able to send one user per request, and only 500 every 5 minutes makes it unfeasible Is there any other way to do this

• Custom Domains and Landing Pages

  How do I enable SSL for Landing Pages created in Marketing Automation if I'm using a custom domain?

• Launching Zoho Marketing Automation 2.0

  Dear marketers, We are excited to announce the launch of Zoho Marketing Automation 2.0! We are sincerely grateful to the community for their support, encouragement, and feedback in this journey. Many members would be eager to get their hands on this exciting

• [Request] Clickable numbers on Sign Up forms reports

  I could swear that in v1 if we clicked on the numbers it would show the contacts ? Please can this be a thing again. I would love to be able to see who those 2 conversions are And is there anyway to search or filter the Contacts tab in anyway ? The filter

• Integrating FaceBook Ads into MarketingHub

  I would like to track the clicks from a FB Ad campaign into my website via marketinghub.  I cannot currently add a MH form directly to my FB page, as I receive an error telling me I need at least 2000 subscribers on FB to be allows to do that (yikes!) What is the best way to set up MH so I can track which FB are converting well?  I know I can reach the FB reports directly, but these do not track conversions from the MH forms on my website. Best regards, Joe

• Set Holidays and Block Sending Emails During Holidays

  As a marketer, I would like the ability in Zoho Marketing Automation to set holidays for my company and then have a setting for campaigns and journey emails and SMS messages that blocks sending messages on holidays. I would further like and optional feature

• Instagram now available in Zoho Marketing Automation

  Let's go Social! Hey Marketers, We’re more than thrilled to announce that Zoho Marketing Automation now lets you publish, schedule, and measure metrics of your Instagram posts directly from our platform! With this new integration, managing your social

• How to pause smart pop-ups migrated to Marketing Automation 2.0

  Hello, I've just migrated to Marketing Automation 2.0 and I can't seem to pause the existing pop ups made in version 1.0. Can you please help? Thank you!

• Important update: New TRAI guidelines for SMS campaigns

  Note: This update is for users performing SMS marketing in India using Zoho Marketing Automation . Hello there, There's a big update from the Telecom Regulatory Authority of India (TRAI) that could impact how you send SMS campaigns, especially if you're

• Get to know Zoho Marketing Automation - Webinar Alert!

  Hello Marketers! We're excited to announce a Zoho Marketing Automation webinar happening on September 30, 2024! This is your chance to explore how Zoho Marketing Automation can transform your marketing strategy. We'll walk you through some of the platform's

• Could not add lead from Zoho Forms (ZF) to Zoho Marketing Automation (ZMA)

  Hi There I'd like to add lead from form which is designed by ZF (not ZMA's form). [Setup] I design form by ZF and set connection to ZMA as below. I select our portal of ZMA and list correctly. Also I setup connection on ZMA as well. [Result] I sent data

• Suggestions for Improvements (Whatsapp, Multi-Brand, App Mobile)

  Hello Automation Marketing Team, First of all, I wanted to congratulate you on the great tool that you have created. However, as with everything, there are important points for improvement, and I wanted to raise some of them: Brand-Specific Configuration:

• Mobile Responsive Pop-Up's

  Hi guys, Are the pop-up's meant to be mobile responsive? I ask because when using safari or chrome, they are not rendering as responsive, they are obscuring the whole screen because they seem to think they are being presented on a desktop browser window. Many thanks!

• Marketing Automation CRM sync

  Is there a help doc for criteria based sync between marketing automation and zoho crm? I was told today in a call with zoho support that criteria based sync feature that was in marketing automation v1 was deprecated in MA v2. Is this correct? We would

• Why editing icon is not display by mouse over?

  Hi there I'd like to customize footer for email campaign with Zoho Marketing Automation. By youtobe video, when I move to mouse pointer over the one on footer design, editing icon (pencil) is displayed on right side or design. However, when I do on my

• Why editing icon is not display for footer on Zoho Marketing Automation?

  Hi There I'd like to editing own footer on Zoho Marketing Automation, however icon for editing (pencil) is not display although mouse over (Please check attached video capture). Please let me know how display editing icon. Best, Kunio

• Is it possible for a lead to re-enter a journey from wich it had already exited?

  I´m trying to make some of my leads re-enter a journey that they have already traveled completely in the past. My trigger is on list-entry and these leads exit and re-enter the list whenever I want them to re-enter the journey. Is this possible?

• Hello, I'm trying to reconnect my website to analytics for marketing automation, but it's giving me errors

  We aren't able to verify the snippet's presence. This can happen when the snippet isn't present on the page or when the page takes longer than usual to load. Please help me how to fix this issue.

• WhatsApp Reveals Revised Pricing Plan for Businesses in 2024

  Exciting news for marketers! In a surprising and strategic move, Meta has drastically reduced WhatsApp utility messaging prices by up to 77%! Here’s a detailed breakdown of the new pricing structure: India: 67% reduction Brazil: 77% reduction Mexico:

• Pop ups: adding more input fields

  Hi there, I am wondering if anyone knows how to add more input fields in a pop up? Now there are only 1 or 2 fields available (email or name and email) but we would like to add 1 or 2 extra fields. Is this at all possible? If so; how can I add these? Many thanks!! Annelieke

• Inquiry About Lead Score Calculation

  I have a question regarding the calculation of lead scores in Zoho Marketing Automation, and I would appreciate your clarification on the method being used. Evergreen Lead Score: Does the lead score continue to accumulate indefinitely? For example, if

• How to push "Lead Score" from Zoho Marketing Automation to Zoho CRM?

  Hello, Can you please show me how to set up the "Lead Score" push from Zoho Marketing Automation to Zoho CRM under CRM Lead contact? I also found this previous discussion but I can't find the screen mentioned https://help.zoho.com/portal/pt/community/topic/score-integrate

• Track Marketing Automation Campaigns in Zoho CRM

  Hello, I've been searching but haven't found the exact answer to this question. I am looking to track Marketing Automation email campaigns and activities inside of Zoho CRM. Use Case: Action: Prospect Submits A Lead Form Outcomes: Prospect created in

• is it possible to customize SMS content with Zoho Deluge scripting based on conditions or variables?

  I am going to integrate third party api with zoho deluge so can I dynamically customize the content of an SMS based on specific conditions or variables within Zoho application?

• Difference between Marketing Automation / Campaigns

  Hi I would like to know how it differs from Zoho Campaigns. - Campaigns can be used for email distribution (focusing on customer nurchuring and retention). - MA can be used for multiple marketing usage such as LP creation, web tracking , social campaigns,

• Spam Traps

  We received this email from Zoho Marketing Automation _______________________ We're writing to inform you that your campaigns are continuously hitting spam traps. This can severely hurt your domain's reputation, thus affecting your engagement metrics.

• How to Eject Leads that Reply In Journey

  Is there a way to view email replies in a Marketing Hub journey? I'd like to set up exit criteria for leads that reply to one of the emails within a journey but I've yet to see an area that reports on number of replies. Therefore, I'm leery to use the Exit Criteria "Any campaign replied ' Last month. '" I want to pull people from the journey if they reply to an email. Can anyone confirm if that criteria works? Perhaps there's a spot in the CRM where I can view the replies within the Journey? Right

• Has anyone migrated from Marketing Automation 1.0 to 2.0?

  I would love to hear how it went and what challenges to expect.

• Dynamic dates and fields

  in Journeys, when creating a task, is it possible to set the due on date and the owner dynamically? For example, can you store the date as process run time + 2 hours so set the task as due in 2 hours after the process ran? And for the owner, set the owner of the task to the owner of the lead?

• User is already present in another account error in assigning users to marketing automation

  Hello everyone Greeting, I had a problem in assigning user in marketing automation, when I try to add it I see this error: (User is already present in another account error) what should I do?

• Editing Pick List Values for Default Fields in Marketing Automation

  Hello - I am attempting to change the existing list of "Lead Source" options in Marketing Automation. I can find where to edit the default fields and change them to alphabetical order, add the merge tag, etc, but I cannot find any place where I can edit

• Marketing Automation upgrade was supposed to be Q1 2022

  When will we receive the long needed upgrade(s) to Marketing Automation?  The last time a date was promised, we were told Q1 2022.  But that has come and gone.  It's getting increasingly hard for me to stay with Zoho and recommend it to my own clients,

• News letter form Zoho marketing Automation intergration

  Does any one know where I can find leads that subscribed for newsletter in Zoho marketing Automation. I created a Zoho marketing automation form and integrated it to our website. Did some test entries to see if the leads will automatically be registered

• Updates for Zoho Marketing Automation 2.0 - Product Recommendation, RSS Campaigns, Cyclic Campaigns and more

  Dear Marketers, We are here with a fresh set of updates for Zoho Marketing Automation. These updates are solely crafted for enhancing your marketing experience with the product and is available only on Zoho Marketing Automation 2.0. 1. Product recommendation

• "Organization is already integrated" when trying to Associate with Zoho CRM

  I'm trying to associate Marketing Hub with Zoho CRM but I keep getting "Organization is already integrated" What should I do?

• Is it possible to embed a Marketing Automation 'sign-up' form in an email which is active within the email client itself?

  Is it possible to embed a Marketing Automation 'sign-up' form in an email which is active within the email client itself?

• Enhanced Email Security | Email Authentication Workshop - Google and Yahoo Email Policy Changes 2024

  Dear Marketers, We're extending a special invitation to our exclusive Email Authentication Workshop, where we'll unravel the latest Gmail and Yahoo Mail updates that directly impact your email marketing strategy. Effective February 2024, gmail and yahoo

• How to automatically push unsubscribes from a MH lead back to the the CRM as an 'opt-out' email setting

  Hi MH gurus, I have had 5 people unsubscribe from a list (synch'ed to a CRM view) over the last 2 months. However, there is no way to see if these people have unsubscribed in the CRM.  My preference would be for anyone that unsubscribes from a MH list to be automatically and immediately flagged as 'email opt-out' in the CRM.  Is this possible? Cheers, Joe

• Google and Yahoo's 2024 email authentication requirements: A new era of security

  Greeting of the new year! Starting February 2024, Gmail and Yahoo Mail are rolling out stringent email authentication requirements to combat malicious messages, reduce inbox clutter, thwart phishing attacks, diminish spam, and bolster data security. Here

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• Announcements

• The difference between Zoho Marketing Automation and Zoho Campaigns

  Greetings Marketers! This post aims to differentiate between Zoho Marketing Automation and Zoho Campaigns. By the time you get to the end of the post, you will be able to choose a product that objectively suits you. What is Zoho Marketing Automation?

• Integrate with WooCommerce using Wordpress Plugin

  We’re thrilled to announce a powerful update to the Zoho Marketing Automation WordPress plugin with WooCommerce integration! This enhancement enables new possibilities for businesses running online stores using WooCommerce, empowering them to merge seamless

• Introducing WhatsApp Marketing with Zoho Marketing Automation

  Dear Marketers, In the world of marketing, personalizing engagements with customers is often exhaustive but—thanks to WhatsApp—not exactly mysterious. WhatsApp has evolved from a simple messaging platform to a sophisticated tool for sending out marketing

• Important: Changes to Microsoft (Outlook) Bulk Email Sending

  Dear Marketers, We want to bring your attention to an important upcoming change announced by Microsoft (Outlook) that will impact users sending bulk emails to Outlook.com, Hotmail.com, and other Microsoft-hosted inboxes. This update focuses on strengthening

• Important: Changes to Microsoft (Outlook) Bulk Email Sending

  Dear Marketers, We want to bring your attention to an important upcoming change announced by Microsoft (Outlook) that will impact users sending bulk emails to Outlook.com, Hotmail.com, and other Microsoft-hosted inboxes. This update focuses on strengthening

• Sticky Posts

• Marketer’s Space - Automating CRM Actions with Journeys – Part 2

  Hello marketers! Welcome back to another post in Marketer’s Space. In our previous post, we explored how CRM actions in Journeys help marketing and sales teams work together by nurturing CRM leads and pushing only engaged prospects back to sales. If you

• Introducing automation and utility conversations in WhatsApp marketing

  We’re excited to announce the addition of two new features to our WhatsApp integration: Automation and Utility conversations. These enhancements will allow you to streamline your marketing efforts and engage with your customers more effectively by automating

• Tip of the week 02 - The art of 'seeing' your leads

  What's the last page that your lead visited before signing up for your brand? What was the page that first convinced your lead to explore more about you? Where are your leads coming in from? Well, these are some perennial questions today's marketers live upon. And, knowing the answers to these questions is crucial, considering the vitality of leads in every business. In the journey of finding lead opportunities, it's important to understand that every detail about a lead is useful. While the channels

• Zoho Marketing Automation Update: Topics, Contacts, and List Management

  At Zoho Marketing Automation, our highest priority is making it easier for you to use our product to accomplish your business goals. With that in mind, we are updating three of our pivotal features: Topic, Contacts, and List Management.   These existing

• Important: Zoho MarketingHub is now Zoho Marketing Automation

  Hello Everyone,   We hope you all are doing well. We'd like to notify you that we have rebranded Zoho MarketingHub to Zoho Marketing Automation. We'll discontinue using the term "MarketingHub" from May 26, 2021. However, there will be no changes in the