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

        • Inactive account cleanup policy for Zoho Sign

          Zoho Sign reserves the right to delete accounts that are license free and inactive for more than 120 days. The account deletion will be initiated only after the user receives prior email notice about possible data deletion and how to backup the data.

        • Missde API documentation for Sales Receipt

          Hi! I noticed that the Sales Receipt endpoint is not currently listed in your API documentation (https://www.zoho.com/books/api/v3/introduction/). Could you please provide any available temporary documentation for this endpoint, along with a detailed

        • Multi-currency in Zoho CRM Forecast and Reports

          As a company we have branches in 4 different countries with as many different currencies. Our Sales Teams would like to work with their local currency as much as possible. The Forecast module using only 1 currency is practically usable only by the sales

        • How to select from pricebook when creating a salesorder or quote

          I am creating a sales order and when selecting the Products I do not see any where to select from pricebooks. How do i associate this to my orders?

        • Proposal for Creating a Unique "Address" Entity in Zoho FSM

          The "Address" entity is one of the most critical components for a service-oriented company. While homeowners may change and servicing companies may vary, the address itself remains constant. This constancy is essential for subsequent services, as it provides

        • Automatic Matching from Bank Statements / Feeds

          Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these

        • I cannot find my older documents from 2024 and 2023

          I cannot find my older documents from 2024 and 2023.

        • System default SLA descriptions can't be modified

          The system default SLAs have identical descriptions for all SLA levels, but their settings differ. However, I am facing an issue where I cannot modify these descriptions and save the changes. The content of the description box can be edited but the changes

        • Customising Help Center

          Hi I don't think it is possible to add custom pages to help center? We'd like to use this as a customer portal with support tickets, FAQ/Guides, Billing and contracts. Is there any plans to add a feature like this or an alternative way to do it other

        • Replies sometimes creating separate ticket

          Sometimes when a customer responds to an email coming from Zoho Desk, instead of adding a reply to the original ticket, a separate ticket is created. This happens even though the response subject line contained the ticket number, and the person responding

        • Ticket Approvals - External Users

          The ticket approval option - we need to be able to select external users (Contacts) for approvals. Sometimes we are working with an end user and their boss needs to approve a purchase. For example, working with a cashier on a broken cash register and

        • Force Users to Ask Answer Bot a question... First

          End users will always skip talking to a bot. It would be nice if Zoho adopted the standard and forced users to first ask a question to answer bot (or zia in some fashion) and then pass to the agent if it wasn't answered. Options to force the user to speak

        • View Answer Bot conversations?

          We are trialing Zia and are experimenting with Answer Bot on our knowledge base. So far so good! Management asks me if it is possible to view Answer Bot conversations, the purpose being to look over its shoulder and confirm that it is working as des

        • Mass Email an Account

          It would be nice to mass email an account stating there is an outage at their business or something specific to an account is needed to be mass communicated. Even if it makes a ticket for every Email Out to every contact in the Account. Think: the customer

        • Multiple Topics assigned to a single Campaign

          Hello, is it possible to assign multiple Topics to a single Campaign? We frequently write a content to our subscribers that spans multiple Topics and we would like to send it to all Contacts that are subscribed to at least one of the Topics. But it looks

        • Bigin Android app update: User management

          Hello everyone! In the most recent Bigin Android app update, we have brought in support for the 'Users and Controls' section. You can now manage the users in your organization within the mobile app. There are three tabs in the 'Users and Controls' section:

        • Zoho Projects Fonts and Accessibility missing

          I cannot find any more the tab where I can change the font in Zoho Project. I also checked the knowledgebase and there they have accessibility tab which I am completely missing. Is there some setup I am missing or is it a problem with our account?

        • Introducing Version-3 APIs - Explore New APIs & Enhancements

          Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better. V3 APIs can be accessed through our new link, where you can explore our complete documentation,

        • Zoho Books Custom Widgets Deprecation Error

          I created a simple sample widget with zet and published it using sigma Both in the Sandbox and Production the Widgets are showing this error

        • Problems with PDF files in notebook

          I'm evaluating Zoho Notebook as an alternative to Evernote and imported my Evernote account to Zoho Notebook. First issue is that notes in Evernote that comprise a PDF are turned into a 'group' with a single note page (that has the text from the Evernote

        • API (v3) Tasks sorting issue

          We are using the v3 API for Projects. When we gat all tasks, per page of 100 tasks, we get the task info alright. But when we try to sort based on DESC(last_modified_time) we don't get the correct sort order. It is roughly sorted by the last_modified_time,

        • Assemblies make my stock go negative

          I am sure this is just the way that we are using this feature, but we use assemblies, a lot. The issue for us is the way that the relive inventory and the fact that it makes our composite item stock go negative. I have added flows to auto assemble and

        • User Activity Reports

          I'd like to get data related to user activity.  For example, Login and logout times, emails sent/received, new records created , etc. Is that currently available. I just can't seem to find anything . Thanks, Dave

        • Help: Populate “Contact Owner” details into Customer custom fields (for email templates) in Zoho Books

          We want to send invoices on behalf of our sales agents, and include the agent’s name, email, and phone in the email body using placeholders. Plan is to copy the Customer Owner details into three Customer custom fields, so they can be used as placeholders

        • Undocumented Books API error message - 1000 - The requested action could not be completed. Please try again. | Unexpected error

          This code sometimes throws this error 1000 - The requested action could not be completed. Please try again. | Unexpected error What does it mean? result = zoho.books.updateRecord("salesorders",organization.get("organization_id"),salesorder_id,sales_

        • Partial payments for retainer invoices

          When a customer does not pay the entire retainer invoice there is no way to apply a partial payment. PLEASE add this function.

        • Making Tags Mandatory

          When creating an expense, is it possible to make the Tags field mandatory?  I see the option in settings to make other fields mandatory, like Merchant, Description, Customer, etc, but nothing about Tags. Thanks! Kevin

        • Mass Update not trigger workflows

          Hi, I have performed a mass update of all records in a custom module using a custom view. I have a dummy checkbox on my module that I turn on or off - hoping to trigger all the new workflows that have been created for that module. However, no workflows

        • Multi-Select lookup field has reached its maximum??

          Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?

        • Generating CRM reports based on date moved in staged history

          Hi everyone, I'm trying to generate CRM reports of jobs (I think these are called usually deals) based on when they were moved to a particular stage, ie all jobs that were moved to Proposal/Quote in the previous financial year. I can see from other similar

        • Modules for missed calls, emails, texts etc

          Hi there. Is there a way to create a module that would automatically show a list of all inbound calls that were missed by our users, as well as any inbound SMS's, emails & WhatsApp messages. That way, a user who is available, can work through that list

        • Subforms and automation

          If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM

        • 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

        • Ability to Set a General Email Signature for the Organization in Zoho Recruit

          Dear Zoho Recruit Team, I hope you're doing well. We would like to request a feature that would allow us to set a general email signature at the organizational level within Zoho Recruit. Currently it is only possible for individual users to create their

        • Custom Buttons & Links Now Supported in Portals

          We’ve just made portals in Zoho Recruit more powerful and customizable than ever! You can now bring the power of Custom Buttons and Links to your Candidate, Client, Vendor, and Custom Portals — enabling portal users to take direct action without recruiter

        • 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

        • CC and/or BCC users in email templates

          I would like the ability to automatically assign a CC and BCC "User (company employee)" into email templates. Specifically, I would like to be able to add the "User who owns the client" as a CC automatically on any interview scheduled or candidate submitted

        • Is there a way to show contact emails in the Account?

          I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail

        • Live webinar: Transform data into impactful visuals with Zoho Show

          Data is frequently a core part of a presentation, whether it’s a sales pitch, project update, research report, or performance review. But when it’s just numbers on a page, the message you’re trying to convey can get buried. The real magic happens when

        • Zoho Projects - Q2 Updates | 2025

          Hello Users, With this year's second quarter behind us, Zoho Projects is marching towards expanding its usability with a user-centered, more collaborative, customizable, and automated attribute. But before we chart out plans for what’s next, it’s worth

        • Next Page