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

        • Published Components

          @zoho team, Checking if we can add a password for the public links as we have non-licensed users

        • Zoho Creator customer portal users

          Hi, I'm in a Zoho One subscription with our company. I'm running a project now that involves creating a Zoho Creater application and using the Zoho Creator Customer Portal.  At most we need 25 customer portal users. In our Zoho One plan we only get 3

        • Please Enable Snippets for Agents Adding Comments

          Snippets and templates are currently enabled for agents when they use the reply functionality. There is currently no way to add a template or snippets when an agent comments. This is really weird. Our agents don't use the reply functionality, only the

        • Tip of the Week - Extracting Data from JSON Columns

          Let's say you are importing a CSV or Excel file into Zoho Analytics. What if the file contains a few columns in JSON format? This is where Zoho DataPrep, embedded right within Zoho Analytics, comes in handy. This week's tip explains how to extract data

        • Deluge UI Updates

          Are there any updates planned for the Deluge UI in Zoho Desk? It feels quite dated and lack-lustre after you've spent some time in the CRM Deluge UI.

        • Zia Agents - Follow Ups

          It would be nice to have Zia Agents do follow ups. A lot of times agents are trying to schedule things with users and they say "can we set your printer up tomorrow?" and the user never says anything. A way to have a personalized reminder to the user automatically

        • Hide Agents name in Ticket Responses in "My Area"

          We were able to hide the agents name in the emails, however, the customer is able to see which agent has responded to a ticket in the thread of emails by going into their Help Center thread. Is there any way we can hide that information?

        • Option to Automatically Update Extensions

          Hello Zoho Desk Team, We recently received an email notifying us about an extension update that must be done manually. We’d like to request a feature that allows extensions to be updated automatically without requiring manual intervention. This would

        • Copy / Duplicate Workflow

          I have workflows setup that are very similar to each other. We have a monitoring system watching servers, and all notifications - no matter what client it is about - will come from a  noreply@ address which is not very helpful in having it auto assigned to the right account. I have setup a workflow that will change the contact name of the ticket (currently it would say noreply@) to the correct customer which is based on the subject line, as that mentions which server the alert it is about. I need

        • Embed Report with Auto Height

          Hello Developers, When we embed report within Page, we are getting one awesome feature to adjust the report height. "Auto" and "Custom' height. This "Auto" option works well when we have no records. But I want to embed report based on some conditions

        • Zoho Payroll: Product Updates - August 2025

          This month’s updates to Zoho Payroll bring enhanced efficiency and smarter features, simplifying payroll management for users in India, UAE, KSA, and US. Read on to explore how these updates can streamline your workflow. Filter Pay Runs by Type (India,

        • Numerical Rating for Interviewer Assessments

          Introducing Numerical Rating, a powerful new addition to interviewer assessments that brings precision and flexibility to candidate evaluations. ✅ What is Numerical Rating? Numerical Rating lets interviewers assign a score for each question in the assessment,

        • Choosing a portal option and the "Unified customer portal"?

          I am trialling Zoho to replace various existing systems, one of which is a customer portal. Our portal allows clients to add and edit bookings, complete forms, manage their subscriptions and edit some CRM info. I am trying to understand how I might best

        • User Tips: Adding Multiple Products (Package) to a Quote v2.0 (with Client Script)

          This solution is an improvement on the original idea which used deluge. My solution was posted in the comments are: https://help.zoho.com/portal/en/community/topic/adding-multiple-products-package-to-a-quote The updated version uses client script instead

        • Are downloadable product available in Zoho Commerce

          Hi all. We're considering switching to Zoho Commerce for our shop, but we sell software and remote services. Is there a features for downloadable products? I can't find any information about this. Thank you very much Alice

        • Need Faster Help? Try Live Chat Support

          Hello there, We understand that sometimes, whether you’re facing an issue, exploring a feature, or need quick clarification, sending an email and waiting for a response just doesn’t cut it. You need answers, and you need them now. That’s exactly why we

        • Custom image for each contact using merge tag

          Hi, I'm wondering if it's possible to set up an email campaign to display a different image for each contact using a custom field for the image url. I tried inserting custom html: <img src='$[UD:APP_IMAGE_URL||]$'/> but the editor seemed to reject this and did not actually add anything to the email template. Has anyone got any ideas? cheers, Jeremy

        • Comment Reactions like a Thumbs Up

          Can we please have the ability to emoji react on comments or at the very least, thumbs a comment up? Literally every other project management system out there can support this and it is very much needed to just acknowledge a comment instead of completely

        • Zoho Mail Search Engine Sucks

          Hello There! I really like all the features of Zoho Mail and I believe is way better than Gmail except for the Search Function. I believe Zoho Mail has a very poor search function, if you misspelled a word in the search box, Zoho Mail won't display any

        • Allow Subtasks and Task Lists to have their own Layout

          I'd like to have the ability for subtasks and task lists to have their own layout.  A subtask for us doesn't require all the fields that a parent task has.  The subtask seems cluttered with all the extra fields. Within a project Task List had different purposes.  I'd like the task layout to be different for some task lists.

        • How to update Customers in Zoho Books through Zoho Flow?

          Updating customers in Zoho Flow using a "update customer" action is deleting contact persons in Zoho Books.

        • Conect chat of salesiq with zoho cliq

          Is there any way to answer from zoho cliq  the chat of salesiq initiated by customers?

        • How to transfer credit between customers?

          Hi All, We have a slightly odd situation. It happens that we have two separate customers that are related to each other personally. One customer has an amount of credit, and would like to use that credit to pay the *other* customers invoice. How would

        • Zoho Books Reports: Basic report with total items sold and Cost of goods sold

          How can books show a report with Item Name || Qty Sold || Total Revenue || Total Cost of Goods Sold || Margin I need to factor in also invoices that have been credited where customers returned good. This seems like such a basic report, I'm sure I'm missing

        • The amount entered is more than the balance due for the selected bills."

          Hi Team i am trying to record payments for vendors using API and getting this error in response as { "code": 28011, "message": "The amount entered is more than the balance due for the selected bills." } JSON is prepared according to Documentation and

        • VBA handling named ranges

          In VBA I'm able to work with a single cell named range. E.g. Set Jr = Range ("Year").Value. Also other options are working fine, like Range("Year").Address shows $L$3. However a named range refering to multiple cells is not working for me. Eg. tbl_Test

        • Kaizen #176 - Optimizing the Use of Record ID Variables in Zoho CRM Queries

          Hello everyone! Welcome to another week of Kaizen! Since the release of Queries, we have covered Handling Query Variables in Zoho CRM, Serialization and Schema Management, and Leveraging the 'crmAPIResponse' object in Queries in previous posts. Today,

        • Unbilled Items Report?

          Hello! Is there any way to display a list of items that remain unbilled, without creating an invoice for each customer to see if the unbilled items box is displayed? ;-) Ben

        • Consolidation of Multi currency

          Would like to discuss on the possibility of consolidating the ZOHO companies

        • Landed Cost Allocation / Custom Duty manual data entry

          My client is an import business. They must manually enter the duty for each item with landed cost allocation in Bill. This is because customs duties cannot be allocated based on Quantity, Value, Weight, and Dimensions. Manual data entry is highly time-consuming

        • Territories Just Don't Work

          I have been on chat and screenshare support for the past 3 days and am getting no resolution so hopefully, someone here can help me. I am the Super Admin of my organization. We publish books globally. I want to break down the books into territories so

        • Negative Opening Balance

          How can I add Negative Opening balance - meaning a credit balance to a Customer or a debit balance to a vendor? If I go thru Sales-->Customers, and if the opening balance is Rs. 1000 (credit balance), it does not allow me to enter a "minus" sign or mention

        • Single-Line Invoicing from Sales Order Despite Multiple SKUs Shipped

          We deal mostly with Government Tenders And Lets say we got a tender that needs 125 XYZ Laptops Then we found 95 Laptops with a different SKUs and 30 Laptops with different SKUs We talk with the IT department of the government company and they approve

        • 📣📣 Zoho Bookings Schedulathon 2025 is here!

          Hey Zoho Bookings fam, We're excited to invite you to our first-ever hackathon: Yes, Zoho Bookings Schedulathon 2025 is live now. This is a virtual event and you can participate anywhere from the world. Businesses should be able to set up meetings from

        • I want to send out a new newsletter each month

          Without rebuilding a whole journey is there a way to create a new newsletter that is sent to an existing journey monthly?

        • Reinstalling Workdrive Truesync client

          Hi, I attempted to update to the beta version of TrueSync, but it was unstable and kept crashing, so I need to revert to the stable version. How do I properly reinstall TrueSync on a Windows PC? I couldn't install the 3.15.x version directly over the

        • Evaluating Creator; yesterday fine; today connection times out

          Yesterday I spent hours creating a new app, and it worked fine. Today I cannot access creator.zoho.com. Is this common? I'm in the evaluation mode, but I'm thinking I'm going to keep looking. It worked from my home computer, and now I'm checking it from my work computer. My work computer always works just fine, so I shouldn't htink there would be special settings or anything. If there are, how to find out what they could be? Using Chrome on Windows XP The error I get is: The webpage at https://creator.zoho.com

        • Pivot Chart seems to show "old" data - how do I make it update?

          I wonder how to make a Pivot Chart "update" its data contents. Here is the background: I need to report a subset of data that is so complicated that it is easier to make a calculation and put the result in a "reporting form", and then display the data from that form.  So, I get data from the "original form" GRANTS, make some calculations and put the result in the "reporting form" PERIOD.  Now I can watch the result in a list called LIST, which works fine. The list LIST shows that form PERIOD contains

        • Upcoming Changes to LinkedIn Parsing in Resume Extractor

          Starting 31 July 2025, the Zoho Recruit Resume Extractor will no longer support direct parsing of candidate data from LinkedIn profiles. Why Is This Change Needed? In accordance with LinkedIn’s platform policies, extracting profile data through browser

        • Is there a way to map complex product variants from Magento into Zoho CRM without losing SKU-level details?

          Hi everyone, I’m working on a Magento-based store that uses highly detailed product variants, and I’m struggling to map them into Zoho CRM without losing SKU-level details. The problem is that variants often collapse into single entries, which affects

        • Next Page