Community Learning Series | Digest #7 - November 2020

Community Learning Series | Digest #7 - November 2020

Dear customers,

We're happy to bring you the November edition of our #CommunityDigest! 



Starting now, we're introducing a new section to our monthly digest: Subscription Bulletin. The idea is to bring curated news from the subscription industry, so that we can all learn together and stay updated. So let's dive in!

Subscription Bulletin

Apple's new App Store Small Business Program reduces the App Store commission to 15% for small businesses earning up to $1 million per year.

This is great news if you develop apps and sell them via the App Store (or if you're planning to). Apple reducing its customary 30% commission by half means that small businesses can earn more revenue and fuel their growth further. 

Apple's official statement mentions Jan 1, 2021 as the launch date for this program. Another reason to look forward to 2021 after....you know, 2020!


Tips and Tricks

In the previous edition of our digest, we discussed how to access external URLs from within Zoho Subscriptions by simply creating a custom link.

Here's Tip #7: Most subscription businesses want to collect some data based on customers' preferences and generate the checkout page based on that. Even if you take subscription boxes, for instance, they'd want to know which product the [website] visitor wants to sign up for and their preferred billing frequency, and then take them to a checkout page where the subscription amount is computed based on those preferences. If you're collecting such information with form builders like Zoho Forms or JotForm, you can easily integrate them with Zoho Subscriptions using these steps.

Customer Corner

Meet rasa.io, a New Orleans-based SaaS firm that helps businesses send out smart, personalized email campaigns and newsletters. 

The rasa.io team loves Zoho Subscriptions because it not only allows them to stay updated on their business performance, but also closely integrates with the other apps in their tech stack, namely Salesforce, Mailchimp, and Zendesk. Read the complete story here.

Essential Business Guides

Based on our experience and interactions with subscription business owners across the globe, we've put together some resources in our Essential Business Guides. Here's a quick list of some of the frequently asked questions related to payment collections.

Though most subscription business owners are aware of basic payment collection methods, it's never a bad idea to have a refresher to check whether you can offer a new payment method for your customers.

If you're a business owner who has just started off and are looking for some specific resources on how to grow and scale your business, let us know in the comments. We'd love to share some ideas from what we've learned.

And you can always follow us on Twitter, Instagram, or Facebook to stay up to date!

Did you enjoy this month's digest? Is there any other information that would be useful to you? Let us know in the comments, so we can continue to provide you with exactly what you're looking for each month.

Until next time,
Harikrishna
Customer Relations | Zoho Subscriptions


      • Sticky Posts

      • Community Learning Series | Digest #5 — September 2020

        Dear customers, We're happy to bring you the September edition of our #CommunityDigest! Keep track of your subscription KPIs right from your smartphone: Last month, we enhanced our Android mobile app to help our customers get daily updates on their business health. We got to know from a lot of customers that this has made their job much more easier because they no longer have to keep a reminder to manually check on the previous day's revenue or activations. If you have not downloaded it yet, here's

      • Community Learning Series | Digest #4 - August 2020

        Dear customers, We hope you're staying safe and healthy. I'm happy to bring you the fourth edition of our #CommunityDigest with some brand-new updates from us. 1. Daily Business Updates (for Android users) The Zoho Subscriptions Android app has got a cool new update: You can now get a push notification to your smartphone that lets you know how many activations and cancellations have taken place, and what's the net revenue for the previous day. The best part is, you can tell the app when exactly you

      • Community Learning Series | Digest #3 - July 2020

        Dear customers, We hope you're staying safe and healthy. We're glad to bring you the July edition of our #CommunityDigest. New community members can view our previous newsletters here. This time, we have two major updates and three interesting topics for you: 1. Zoho Subscriptions Developer Community Since the inception of Zoho Subscriptions, our team believed that the recurring billing platform we provide should be able to offer an extensive API library that empowers businesses to automate most

      • Introducing: Community Learning Series | Digest #1 - May 2020

        Dear customers, We hope you are staying safe and healthy. Helping businesses manage their customer subscriptions more efficiently has always been, and always will be, our goal at Zoho Subscriptions. We strongly believe this is possible if we grow together as a community and share what we know with each other. To nurture this shared learning experience, here is our brand-new Community Learning Series! ​ Welcome to the first edition of our digest! Each edition of our community digest includes guides

        • Recent Topics

        • Unlocking New Horizons: A Year in Review

          As we bid farewell to 2024, let's celebrate and revisit the key highlights of the year. From adding a new edition to cross-platform enhancements, here’s a roundup of all the feature updates designed to simplify accounting, optimize financial management,

        • Introducing 'Queries' In Zoho CRM

          Hello everyone! We are here with an exciting feature - Queries in Zoho CRM! A little context before we dive right into the feature specifics :) In today’s fast-paced business environment, immediate access to relevant data is essential for informed decision-making.

        • Enable Sending Direct Messages to Self in Zoho Cliq

          Hi, I would like to request a feature enhancement for Zoho Cliq to allow users to send direct messages to themselves. Currently, Zoho Cliq does not have the option to send a direct message to oneself. While creating a channel with just one member (the

        • Admin Access to Direct Messages in Zoho Cliq

          Hi Zoho Cliq Team, We would like to request a feature enhancement to enable admin access to one-on-one conversations (direct messages) conducted through Zoho Cliq. Use Case: As administrators, there are situations where it becomes essential to access

        • Need help with KPI Widget on Dashboard

          What I am trying to accomplish seems simple, but I cannot figure it out.  Please help. I would like to show in a KPI Comparison Widget: Number of Meetings (CRM) Held in Last 30 Days compared to Number of Meetings Held the previous 30 days (from the date

        • Need to send message to slack channel from zoho people form

          - I have setup slack connection in zoho people, it is successfully showing connected - I am using connection name to send message view custom function, but it is not working: response = invokeurl [ url :"https://app.slack.com/client/T78002gHF/C089773324"

        • User tiers

          I am trying to add tiers of users. I would like: Me - CEO Next Tier down - Managers Next tier down - All the salepeople reporting to each manager I can only seem to add myself with mansagers below. Surely I can add more tiers?

        • Flow to follow up on trade fair contacts

          Hi, Before we moved to Zoho we had some flows (sequences) in HubSpot to follow up on trade fair contacts. To explain further on this it had the following characteristics: New contacts could be added to the sequence When added a flow of communication started.

        • Queries filtered by current page/record

          I have been trying to use the new queries feature, and I can filter the query, but I'm coming unstuck because I don't understand how to make the query dynamically include the filter of the current record. ie if I'm on a deal, to filter all the records

        • Article Numbers for KB articles

          Hello, I was wondering if it's possible to turn on article numbers/ part numbering for KB articles. If this is not already a feature, we'd like to request it. Frequently a solution will require multiple articles so tracking which articles are referenced

        • Audit Log Export via API

          Hello, Based on the documentation here https://www.zoho.com/crm/developer/docs/api/v7/create-export-audit-log.html I need to specify the scope ZohoCRM.settings.audit_logs.CREATE to create a log export. I've created a Self Client app but when I specify

        • Zoho CRM API Credits & Limits for Workflow

          Hi Team, Just wanted to clarify how the API credits work for Zoho CRM and workflows with custom functions. API Credits are based on your subscription and are set at the account level. You can buy additional credits if needed. For Enterprise customers,

        • How to easy change layout in existing records in Deals?

          Hello, So far i have used only 1 layout in Deals. I have about 1000 records. Now i want to make new layout. So i have 2 layouts: Layout Old (1000 records) Layout New (0 records) How to easy change layout from Layout Old into Layout New for existing records?

        • Change Last Name to not required in Leads

          I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for

        • "Copy Field Values from one Module to another" how to use?

          Hi everyone! I'm sorry if this question was already asked, I didn't find it! So let me explain:  In my Tickets module, we have the custome field "customer type" where we indicate if it's a lead, user, etc... In the Contact module I used the "type" field with exactely the same entries. I would like when in the tickets module an operator choose an option that it automatically update it in the contact module. I found the "Copy Field Values from one Module to another" custom function which seems perfect

        • New Leave Type: Compensatory off

          Hi, there is a new Leave Type: Compensatory off. Can someone tell me how to use it, because it sounds it could work for overtime compensation for our techs. Thanks Andreas

        • Introducing bot filtering for accurate analytics

          Dear Zoho Campaigns Users, We're happy to introduce bot filtering to enhance the accuracy of your email campaign analytics. This new feature is designed to help you filter out bot-generated opens and clicks, which will ensure your campaign reports reflect

        • Introducing Zia LLM: Zoho’s in-house Generative AI solution for CRM's AI capabilities

          Hello everyone, We're excited to announce the launch of our in-house Large Language Model (LLM) by Zia to power our AI offerings. What is LLM? LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text based

        • How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

          How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

        • Zoho Desk Validation Rule Using Custom Function

          Hi all, I tried to find the way to validate fields using custom function just like in Zoho CRM but to no avail. Is there a way to do this?

        • Archive Option in Conversation View

          Hello, I have a suggestion\request to add an "Archive Thread" button in conversation view of Zoho Mail. The best suggestion I have is to put an "Archive Thread" button next to the "Label Entire Thread" button in conversation view. Most users don't just

        • Possible to backdate Stage shifts in Deals module?

          I want to enter my organisation's historical dealflow data into the CRM and it's important that the Stage history is showing the correct dates in the past of when it happened. Is there a way for me to modify the "Modified Time" in the Stage History Related

        • Layout Prompt when creating an oportunity

          Hi There, Is there a way to create a pop-up prompt when I create a new Deal giving me the option of what layout to use based on a certain requirement? So, if the prompt had two options 1. is a new business Deal 2. is a renewal Deal Thanks in advance

        • Conditional layouts - support for multi-select picklists

          Hi, The documentation for conditional layouts says the following: "Layout Rules cannot be used on the following field types: Auto Number Lookup Multi Select Lookup User Lookup Formula File Upload Multi Line" I have a custom module with a multi-pick list

        • Elevating Email Security on Zoho Desk: DKIM Now Mandatory

          Hello Zoho Desk Users! It has been a wonderful journey with you on Zoho Desk. As we welcome 2025, we are strengthening our efforts to ensure a secure and seamless experience for you. To enhance email security, DKIM configuration will be mandatory for

        • How to upload mass inventory quantity adjustment with batch number?

          I wanted to clean-up our inventory list; however, I have trouble performing the task as I don't know how to mass upload inventory adjustment with batch numbers. I don't want to do it manually as there are if not thousands at hundreds of inventory tr

        • Product sale report with margins

          we unable to get the data as per product sale report with margins so we need help in this

        • CLIENT PORTAL (If clients can place orders directly on the portal)

          Zoho client portal is excellent. Everything is there except one thing. Client should be able to place orders directly on the portal. This would enhance the portal and end users will be extremely happy. This suggestion infact came from one of our client.

        • Is there provision to charge the attendees to join the webinar?

          We want to host some webinar of public interest and want to charge them to participate in this. Does this feature in-build in the application? Offcourse, we will be having Razor pay account activated for these purpose.

        • Zoho Vault App for Windows

          Hello, is there a Windows app that can be used to access the passwords saved in Zoho Vault? Thank you

        • Emails take up to 14 hours to arrive and often never arrive at all.

          I've been on hold on your support phone for two hours. I spent an hour waiting to talk to somebody somebody finally picked up. They asked me to give them my ID number and when I found it, they were gone they didn't hang up. They just walked away from

        • Emails take up to 14 hours to arrive and often never arrive at all.

          I've been on hold on your support phone for two hours. I spent an hour waiting to talk to somebody somebody finally picked up. They asked me to give them my ID number and when I found it, they were gone they didn't hang up. They just walked away from

        • Print PO receipt

          Hi I would like to print the PO receipt. There does not seem to be any way to do this. I track batch numbers and printing the PO does not show this. Only the receipt would show the details of the receipt. Currently I print the screen which does not have

        • "We’ve fine-tuned Zoho Inventory..."

          Every day I have this message at the top of my screen. I hit refresh everyday and then the next I see it again. What is being "fine-tuned" on a daily basis?

        • How can the direct link to a ticket be created from ticket #?

          Our agents will be using ZDesk but we will have to create direct link to tickets in another ERP by providing the Desk Ticket # Is there a way to create the direkt links from the ticket # alone? Do we have to use the API to get the direct links?

        • Allow standard layout to be used/edited as a starting point for canvas

          Hello, I would really love to improve the look of our CRM interface using Canvas but we have spent so much time customising the screens already (in standard view) that the thought of starting from scratch and building everything again, field by field,

        • How to link to/displaya png stored in workdrive in a Creator HTML snippet?

          How to link to/display png stored in workdrive in a Creator HTML snippet? I've tried it as a plain external link and as an iframe. The iframe works but is kinda slow...and I'd prefer to be able to do finer-grained positioning but referencing the png as

        • Has anyone built a ticket export that allows Help Center users to export the tickets shown in the My Area list they are looking at?

          Hi, We are moving to Zoho Desk soon. Our current support system displays an option in our help center allowing customers to export their Open, Closed, or all tickets based on which list they are looking at. We need to offer the same in Zoho Desk help

        • Contemplating moving my site from WordPress to Zoho Sites

          Hi Everyone, We currently find ourselves in a situation where we ant to review and update our current sites content. We are small business owners, not developers. We currently use a wide range of Zoho products. We sometimes think about the possibility of either moving or just starting from scratch on Zoho Sites. I would like to know if anyone has done this and of course the things that need to be considered. We have spent quite a bit of time getting our current site positioned organically and I guess

        • Using AVG in SQL Query

          My current SQL Query is: SELECT "Client Info", avg("Revenue") FROM "Funded Deals" GROUP BY "Client Info" The current table that this is creating: Client Info avg(Revenue) Previous 4175 1st - New 3411 1st - Old 3013 Renew 3069 While this works as I had

        • Next Page