Back in Time: A Recap of Zoho Marketing Plus in 2023

Back in Time: A Recap of Zoho Marketing Plus in 2023

Hey everyone,

2023 was filled with a lot of important updates for Marketing Plus to help make marketing simple. With just a few days left, let's revisit some of the popular updates to Marketing Plus and welcome 2024, on a high note!

Manage marketing budgets

The budget board in Marketing Plus lets you plan and define a marketing budget for all your activities and track expenses. It includes paid ads, printing brochures, flyers, software subscriptions, and so on.
 
The budget can be defined annually, monthly, or for every quarter, depending on your preference. Various dashboards are available to help you monitor the expenses, identify the types of marketing activities on which you spent the most, and ensure you stay within the allocated budget.
Read more: Budget Board


Inbox in Social: One place for all interactions

Inbox lets you manage all your social media interactions, such as comments, replies, reviews, messages, questions, dark comments, and so on across various social media channels. You can track and assign them to your team members manually or automatically from Social.

Create Facebook reels, Instagram stories, and posts on Mastodon

Social in CRM Plus extended support to publishing reels on Facebook, stories on Instagram, and posts directly on Mastodon. You can also get in-depth analytics on the performance of these posts across all channels.
Read more: Facebook reels, Instagram Stories, and posts on Mastodon


All new email designer in Backstage

The email designer in Backstage has a completely revamped user interface which now lets you design and customize emails from scratch. You can also personalize emails with dynamic emails, and merge tags, and also segment the audience with ease.
Read more: Email designer


Apply color codes to marketing projects

To simplify the process of identifying and organizing similar marketing projects in Marketing Plus's Brand Studio, we've introduced an option to add associate marketing projects with specific colors. This helps you visually identify the project you're looking for from a huge list more easily. You can also add appropriate colors to indicate the priority of the project.


Sort and search marketing projects

The complete list of marketing projects can now be sorted using different criteria.
  • Recently created: Displays the most recently created marketing project at the top.
  • Project name: Displays the marketing projects in alphabetical order from A-Z.
  • Launch date:
    • Newest first - Sorts projects based on their launch dates in descending order.
    • Oldest first - Sorts projects based on their launch date in ascending order.

You can also search for a marketing project by its name and location to make it easy for you to find a single project from a huge list.

Deleting marketing projects

Marketing projects can be directly deleted by the project owners, or the administrators under the following conditions:
  • When there are no activities or resources associated with it.
  • When the project only has activities assigned to users, or the status is marked as "Not Started."
If the activities are already created in a marketing project, you can get the help of our support team to delete the marketing project.
Read more: Creating Marketing Projects

Apart from these, we also added new enhancements and updates for Marketing Plus, and we have a lot more planned for 2024.
 
We hope you have tried all these features already; we would love to hear your thoughts on how they have been helpful for your business.
 
Cheers to a wonderful year ahead!




        • Recent Topics

        • Ensure Consistent Service Delivery with Comprehensive Job Sheets

          We are elated to announce that one of the most requested features is now live: Job Sheets. They are customizable, reusable forms that serve as a checklist for the services that technicians need to carry out and as a tool for data collection. While on

        • Any update on adding New Customer Payment Providers who support in store terminal devices?

          Currently there is only one Customer payment provider listed for terminal devices in USA- Everyware. They charge a monthly fee of almost $149 minimum. Will you add other providers - like Zoho Payments or Stripe or Worldpay that would allow integrated

        • Getting Subform Fields to Display Top to Bottom

          I have a form where the fields are all in one column. I want to insert a subform where the fields are stacked in one column as well. I have built both the form and subform but the subform displays the fields from left to right instead of a stacked column. This will cause a problem displaying the subform correctly on mobile apps. How can I do this please?' Here is my form with subform now. As you can see the subform "Follow Up Activity" is displaying the fields left to right. I need them to go top

        • How do i move multiple tickets to a different department?

          Hello, i have several tickets that have been assigned to the wrong department.  I am talking about hundreds of automatically generated ones that come from a separate system. How can i select them all at once to move them to another department in one go? I can select them in "unsassigned open tickets view" but i can't find a "move to another department" option. I also can't seem to assign multiple tickets to the same agent in that same view. Could somebody advice?

        • Zoho CRM Layouts

          I have customised all our modules, Leads, Contacts and deals, and within them, I have created lots of different layouts depending on the type of Lead or contact, for example. Since the new Zoho UI came out, they have all disappeared. I have gone into

        • How to Convert NSF to PST Format Effortlessly? - SYSessential

          It is highly recommended to obtain the error-free solution of the SYSessential NSF to PST converter to convert NSF files from Lotus Notes. Using this professional software, it becomes easier to convert all NSF database items, including emails, journals,

        • Can't connect to POP and SMTP over VPN

          I use Thunderbird to access Zoho Mail via POP and SMTP. I have configured an app-specific password for Thunderbird to use. Everything is properly configured and works correctly — until I enable my VPN. I'm using a paid commercial VPN service (Mullvad).

        • my zoho mail is hacked

          my email is sending my username and password to people i dont know

        • Suministrar accesos

          Asunto: Enable UPLOAD_RULE for API Attachments Mensaje: Hola, Necesito habilitar la capacidad de subir attachments vía API en Zoho Mail. Actualmente recibo el error: "UPLOAD_RULE_NOT_CONFIGURED" al usar el endpoint: POST /api/accounts/{accountId}/messages/attachments

        • how to change the page signers see after signing a document in zoho sign

          Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!

        • Introducing real-time document commenting and collaboration in Zoho Sign

          Hi, there! We are delighted to introduce Document commenting, a feature that helps you communicate with your recipients more efficiently for a streamlined document signing process. Some key benefits include: Collaborate with your recipients easily without

        • Polish signer experience to compete with docusign

          I would like to suggest that someone spend the little bit of time to polish the signer experience, and the email templates to more of a modern professional feel. They are currently very early 2000s and with some simple changes could vastly improve the

        • Ticket Loop from Auto Responce

          We’re seeing an issue where a client’s help desk triggers a ticket loop. When they email us, our system creates a ticket and sends the acknowledgement. Their system then creates a ticket from that acknowledgement and sends one back to us, which creates

        • validation rules doesn't work in Blueprint when it is validated using function?

          I have tried to create a validation rule in the deal module. it works if I try to create a deal manually or if I try to update the empty field inside a deal. but when I try to update the field via the blueprint mandatory field, it seems the validation

        • How to make rule to filter out some emails from receiving the notification "Receiving a new ticket"?

          Good Morning, We are currently using the "Receiving a new ticket" notification rule to provide that auto reply template to a customer that emails us for support. However, there are some emails we don't want to receive this auto-reply. Where can I set

        • Zoho Signatures Missing

          In the past after collecting signatures from two different PDFs I would merge them by calling an api and the signatures would appear in the combined PDF. Recently the signatures have disappeared whenever I combine the PDFs together. Why did this randomly

        • Stop the Workarounds: We Need Native Multi-Step Forms

          After over 17 years of community requests, I'm hoping the Zoho team can finally address the lack of native multi-page form support in Zoho Creator. This has been one of the longest-standing feature requests in the community, with threads spanning nearly

        • Metadata API Access to Functions

          I think it would be incredibly helpful to have api access to every function's code. Our team primarily uses deluge functions to update fields across modules according to business logic. I would like to create a visual dependancy model for our CRM, but

        • Filter button in the Zoho Sheet Android App doesn't toggle on

          I am a new Zoho Sheets user and experiencing a specific issue with the filter functionality in the Android mobile application. Detailed Issue Description: The filter icon appears correctly in the toolbar. Upon tapping the filter icon/button, the toggle

        • 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

        • Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

          Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful

        • Reply to Email for SO/PO

          Hello, We are new to Zoho Books and running into an issue. Our support@ email is our integration user. When our team is sending out PO/SO's we are updating the sender email, but for some reason many of our responses are coming back to our support@ email

        • New activity options for workflows

          Greetings, We are excited to announce the addition of two new dynamic actions to our workflow functionality: Create Event and Schedule Call. These actions have been thoughtfully designed to enhance your workflow processes and bring more efficiency to

        • Remove the “One Migration Per User” Limitation in Zoho WorkDrive

          Hi Zoho WorkDrive Team, Hope you are doing well. We would like to raise a critical feature request regarding the Google Drive → Zoho WorkDrive migration process. Current Limitation: Zoho WorkDrive currently enforces a hard limitation: A Zoho WorkDrive

        • Enrich your contact and company details automatically using the Data Enrichment topping

          Greetings, I hope you're all doing well. We're happy to announce the latest topping we've added to Bigin: The Data Enrichment topping, powered by WebAmigo. This topping helps you automatically enhance your contact and company records in Bigin. By leveraging

        • Important Update: Google Ads & YouTube Ads API Migration

          To maintain platform performance and align with Google's newest requirements, we are updating the Google Ads and YouTube Ads integrations by migrating from API v19 to the newer v22, before the official deprecation of v19 on February 11, 2026. Reference:

        • 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

        • Kaizen #228 - Process Large-Scale Migrated Data Using Catalyst Solutions

          Howdy, tech wizards! This week’s Kaizen explores how Catalyst Solutions in the Zoho CRM Developer Hub help import large volumes of data into Zoho CRM while improving data quality and simplifying the migration process. Why Catalyst Solutions? Catalyst

        • Zoho Expense Import Reports Won't Work Because Default Accounts Already Exist

          Im trying to import reports from another Zoho expense account to mine and im getting errors that won't allow the import to happen The account name that you've entered 'Ground Transportation' already exists. Enter another name for the account and try again.z

        • Inactive License for free account.

          I recently upgraded my Cliq subscription not my team (on the free version), are unable to login to their accounts. The error message received is Inactive License Looks like you have not been covered under the current free plan of users. Please contact

        • 2026 Product Roadmap and Upcoming Features

          This is your guide to what is coming in Zoho Vertical Studio throughout 2026. We’ll update this post throughout the year as items move from development to release, and as and when new initiatives are added. Once a feature is released, it will be reflected

        • Please, make writer into a content creation tool

          I'm tired of relying on Google Docs. I'm actually considering moving to ClickUp, but if Writer were a good content creation tool instead of just a word processor, I would finally be able to move all my development within the Zoho ecosystem, rather than

        • Syncing zoho books into zoho crm

          I was wondering how I can use zoho books in crm as I have been using them separately and would like to sync the two. Is this possible and if so, how? Thanks

        • Release Notes | January 2026

          We have rolled out a set of powerful new enhancements across Zoho Vertical Studio that bring several long-awaited capabilities to your applications. These updates focus on deeper customization, smarter automation, better reporting, and improved usability

        • Live Chat for user

          Hi everyone, I’m new to Zoho Creator and wanted to ask if it’s possible to add a live chat option for all logged-in portal users so they can chat internally. I’m trying to create a customer portal similar to a service desk, but for vehicle breakdowns,

        • Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

          Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient

        • Announcing new features in Trident for Mac (1.34.0)

          Hello everyone! We’re excited to introduce the latest updates to Trident, which are designed to take workplace communication to the next level. Let’s take a quick look at what’s new. Connect with customers using Zoho Voice integration. You can now easily

        • Massive Zoho Books failure

          We have not received any communication or notification from Zoho, but we have detected that Zoho Books is not working for all our users. We cannot access or use Zoho Books. This is critical. We are trying to contact Zoho on the Spain telephone number,

        • The Social Wall: January 2026

          Hello everyone, We’re back with the first edition of The Social Wall of 2026. There’s a lot planned for the year ahead, and we’re starting with a few useful features and improvements released in January to help you get started. Create a GBP in Social

        • How to block whole domain?

          I am getting at least 50-75sometimes over 100 spams emails a day. I see a lot of the spam is coming from .eu domains. I would like to block /reject all email coming for the .eu domain. I do not have any need for email from .EU domains. Why won't the BlackList

        • Next Page