Launching Zoho Marketing Automation 2.0

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 new version of Zoho Marketing Automation, so here is a break-down of the process for all our users.

Migration for ZMA 1.0 users
We are working diligently to ensure a seamless transition for all our existing users. While we understand that our most loyal users would be the most eager to migrate, the migration process for existing users will only commence in Q1, 2024. We have chosen this timeline carefully and deliberately so that we have ample time to plan and your holiday campaigns are not at risk of disruption.

In the meantime, here is a sneak peek of the modern marketing power house software!



This release marks a significant milestone in our journey to empower marketers to take strides in achieving their goals easily and with confidence. Our work has been focused on major enhancements around the email design platform, marketing planner tool, landing pages, social media features, and analytics and ROI measurement. Zoho Marketing Automation 2.0 is equipped with everything a marketer needs to drive business growth.

Here are some key highlights of Zoho Marketing Automation 2.0

  1. Landing Pages: With ZMA 2.0, you don't need a separate landing page builder anymore. You can design, develop and publish beautiful landing pages using our easy-to-use visual editor. The code free builder helps marketers build pages on the go, and manage forms and leads that convert.

  2. Customer Journey Automation: Set your entire marketing on autopilot mode with easy workflows. Marketers can create complex, multi-step workflows with ease, allowing them to automate intricate marketing processes and drive efficiency.

    Journey orchestration

  3. Segmentation Engine : With over 260 computed fields, segmentation got a lot more advanced. You can slice and dice data to calibrate a more targeted campaign and ensure you focus your efforts on the most promising prospects.

  4. Multichannel Engagement: Integrate email, social media, SMS, web and offline channels into your marketing campaigns so that your message reaches your customers wherever they are most active. 

  5. Personalized Campaigns: With ZMA 2.0, you can tailor your message based on lead behaviour, preferences, and demographics to deliver a hyper personalized experience that resonates with your audience.

  6. Marketing Planner  : The all new planner will help marketing teams plan, collaborate and orchestrate their campaigns from a single place. Marketers can collaborate with their team members, share best practices, and measure ROI against the budget set.

    End-to-end marketing planner

  7. Analytics and Reporting: All your marketing metrics on the table. Now your monthly marketing reviews are a breeze, because you have access to comprehensive insights into each campaign, and simultaneously see the big picture. Leverage Zoho Marketing Automation 2.0  to track performance, measure ROI, and make data-driven decisions to optimize your marketing strategy.

For you to have a overview of product direction, visit our what's new page.

Note:  We will announce a webinar shortly to give you a first-hand look at the new version of Zoho Marketing Automation. This webinar will showcase the exciting features and improvements, so you can get a preview of what's coming your way. The webinar link will be shared in the comment section.

We are committed to making this transition a positive and beneficial experience for all our valued users. Once again, we sincerely appreciate your continued support and patience during this exciting transition.

Happy Marketing!



      • 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

        • Recent Topics

        • Can a Custom Button (custom action) ask for user input?

          We have already a few buttons adding the actual date to some fields on Stages changes, now we need to ask the user for a Date and add it to a field. Can it be done using a button? or any other way?

        • Canvas Flex Box containers should not require a width/height.

          Flexbox containers are often used as organizational concepts, to ease re-flow on mobile etc. - I cannot use % for flexbox W or H - I cannot omit W or H This means that the content cannot dictate, and a Flexbox container cannot be used merely as an organizational

        • Is is available to access notes from mobile app?

          As you know we have a notes section in the mail system at the website but can I access the Notes from the mobile app? Thanks in advance

        • Outlook sync (365) Restricting which contacts signals are created for & seeing my sales ppls email activity

          Hi All, As per the subject I want to restrict which contacts the signals notifications are activated for, and indeed which contacts email are tracked in the crm - my boss does not want his sensitive emails to end up in there but he does want to track

        • [Free Webinar] Learning Table Series - Zoho Creator for AI-Enhanced Property Management

          Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. About Learning Table Series Learning Table Series is a free, 45-60

        • Convert Prospect Back to a Lead in Zoho CRM

          Could anybody help me convert a prospect back into a lead? There does not seem to be any kind of "reverse" button. Thanks.

        • Function #35: Close all tasks associated with a lead and create a new task.

          Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is just

        • Ticket closed, remove reopen ticket button

          Hi Zoho team, Is there a way to remove the Reopen ticket button when ticket is closed?

        • Request to View List of File and Folder Links in Zoho WorkDrive

          Hello, I need to check a list of links for the files and folders stored in Zoho WorkDrive. Although it is possible to check them one by one, I would like to know if there is a way to view them all at once in a list format. Could you please advise on how

        • Autotranslate only have 2 of my 3 languages

          My HelpCenter has three languages, as you can see below: I chose to use Google Translate for my automatic translations: I can only see 2 languages: How do I add the Portuguese here? Is this a bug? Thank you.

        • Como se guardan las imagenes que se cargan desde el Zoho Forms a Drive o Workdrive

          ¿Cómo puedo usar Zoho Flow para tomar un archivo subido en un formulario de Zoho Forms, extraer su ID de la URL y luego copiar ese archivo a una carpeta específica en Zoho WorkDrive de manera automatizada?

        • Record Summary Template Improvements

          Hi, Just a few suggestions to improve the usage of record summary templates. Some of them have been asked for before. Dynamic renaming of templates when sent as pdf attachment in sendmail task, also on export to pdf. Option for Page numbering. Option to add current date (${zoho.currentdate}) Option to repeat header and footer on each page. Subforms, more options in "Related Field Properties" for cell borders.(Currently only turns full border on or off)  Choose template to use as record summary from

        • In Zoho people Check in report the date want come as Colum how i can achive that in zoho people or analytics

          In Zoho people Check in report the date want come as Colum. How i can achive that in zoho people or analytics

        • How to customize member portal invite

          Hello, when I sent an invite to users to join member portal, here what they get below. Is there a template to edit or way to change how this mail being sent? I checked /zstore/settings/notification but unfortunately there is no invite mail template here.

        • Publish directly to production

          Hello! I am wondering if there is a way to publish changes directly to the production version of an application?

        • Infinite phone verification loop

          Hi, I'm trying to test your Mail service, but I am unable to due to a problem with the phone verification. I've correctly received the verification code and verified my phone number, but whenever trying to access the Mail portal in Zoho I am presented

        • how to do bulk delete for Zoho Desk tickets?

          how to do bulk delete for Zoho Desk tickets? The old UI has this function and now i cannot find it on the new UI. 

        • Workflows being applied and the Large unwanted popup

          When a workflow is being applied do to an action, then the Agent is left with a large Window asking if they would like the see the changes this workflow did. Is there any way to disable this prompt from appearing?

        • Urgent: Amazon Login Block Issue via Zoho – Suspected Integration Problem

          We’re currently experiencing a critical issue related to our Amazon login through Zoho. Although the client can still access the Amazon Seller Central account directly, our team is being blocked when trying to log in via Zoho. The account itself is not

        • Delete a lot of entries...

          Hi!, I synchronized a lot of accounts from my CRM and now I would like to delete them all. How to delete more than 50 accounts at once? Thx

        • Automatically create support tickets on a recurring basis

          As mentioned in this post, the idea of a recurring ticket is pretty valid. From time to time, we have to create repetitive tickets (like windows update tasks, restore simulation of backups, check firewall rules for unused entries, and so on). I guess

        • Update Zoho Sign Mobile View?

          Hello, My clients have have difficulty seeing the Zoho Sign documents while viewing on their mobile devices. The font is small and it is difficult for them to navigate. My use cases for using Zoho Sign are almost exclusively completed on a mobile device

        • AI secretary

          In our company, Claude is the secretary and creates inquiries and schedules from Gmail. You no longer have to enter them yourself. The secret is that we created an MCP server that connects to CRM. https://x.com/Mac_nishio/status/1917954562566328694

        • CRM Account Owner to be Assigned as Customer Owner

          We have enabled books and CRM integration The Account Owner in CRM, should be assigned as the Customer Owner in Books, but this is not the case You have go to books and manually assign the Customer Owner again If you change the Account Owner in CRM, again

        • We are unable to process your request at the moment. Kindly contact our support team at support.me@zohobooks.com for further assistance.

          if i need post any invoice i show this We are unable to process your request at the moment. Kindly contact our support team at support.me@zohobooks.com for further assistance.

        • Zoho Books Contact Creation through API.

          I tried creating a contact using API with following payload. Sun Apr 6 08:28:03 2025 [186723][1][FATAL] Array ( [10002] => https://www.zohoapis.com/books/v3/contacts?organization_id=763906850 [19913] => 1 [10102] => [68] => 10 [13] => 30 [84] => 2 [10036]

        • How Would I get data from a network drive to be feed into creator program.

          What's the easiest and cleanest solution for this?

        • Fetching a missing Folder, now creates it

          Hello, I'm using Zoho Flow to fetch a folder within a Team Folder. If the folder is missing (folder ID is null), I trigger a Create Folder. Now in 2025, when I fetch a missing folder, a folder is created right away with the "name + full date" and a Folder

        • Company Name Update and Chatbot Customization

          We would like to request your assistance with the following updates to our Zoho system: Company Name Change: we have integrated chatbot on our website. Please help to change our company name from BVK Infrasoft to BVK Group on chatbot the entire system,

        • How does BadgeUp Work?

          When creating the badges, where do you all get those printed? especially if you use the plastic type badges. Does Zoho send the files out or do some kind of integration with a 3rd party badge printer? I'm on a ZohoOne subscription and didn't want to use my one license for a test event to see how this worked. Thanks for any insight Randall

        • Custom Script for Validation Rules

          In the Validation Rules I would like to have custom functions, we can do that in Zoho CRM and its really useful There are some custom fields in Sales Orders and Purchase Order Modules We are using Zoho Books With our internal apps, and we need to put

        • Invoicing from Saudi Arabia to other countries

          Team, i would like to know if i can invoice the partner in Tunisia as i am not able to push the invoice without Arabic name and National address to the Fatoora Portal which is a mandate

        • I want to change a User's role in zoho but it is giving me an error.

          Hi, I want to change a User's role in zoho but it is giving me an error - You cannot change the role of this user as the user's credentials are being used for the integration with Zoho CRM. Assign the super admin role to another user in Zoho CRM, click

        • upload attachment to Zoho books bill from Zoho CRM

          Hello I have a document stored in a file field in CRM (module reservation) I am trying to attach this document to the bill created in Zbooks using Deluge, but I keep having issue, either File is empty or {"code":2,"message":"The request passed is not

        • Zero in the Invoice Amount Text field is adding onto the figures entered.

          Hi Zoho, This is very small & minute error, but it gets the users irritated. While entering values in amount column of the Invoice the zero which was earlier present there by default will still add on to the figures entered, for suppose if we want to

        • The buying of forign currency

          Hello We had buying USD for AED. Those were bank transfers from a first bank account to a second with bank's exchange rates. We have chosen for those transactions category "The buying of forign currency" and putted bank's exchange rate. Is it correct

        • الخصم على مستوى فاتورة المبيعات

          السلام عليكم ورحمة الله وبركاته مطلوب في إنشاء خصم على مستوى فاتورة المبيعات وليس على مستوى البند أريد معرفة الطريقة؟

        • Having problems invoking Workdrive API via ClientScript

          I'm having problems creating a folder in Workdrive. The connection is invoked successfully, but I get the following return message: {"_keyModified":{},"_status":"error","_code":"SUCCESS","_message":"Invoke action failed","_details":{"statusMessage":"Invalid

        • Give Permission for User test in Development/Staging modes

          Hi Everyone, I am using Zoho Creator C6. Where there are development and staging modes. Is it possible to give special / temporary permission for users to test directly in development and staging? Or do you have any other ideas? Thank you very much.

        • Automation #7 - Auto-update Email Content to a Ticket

          This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Email is one of the most commonly

        • Next Page