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

        • Detail View in Mobile without Labels

          Zoho creator 6. I have been trying to acheieve this but not able to. I have a quick view of my articles using custom layout for mobile. When i tap on an article it opens in detail view on my mobile which has two cols. Left displays label and right the
        • Updating task using excel file

          Hi, Is there a way to update existing tasks using excel file import?  Thanks
        • Cross module filtering is now supported in CRM

          Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters The Cross-module filtering enhancement is now available to all CRM accounts in the following
        • Before Going To The Qc stage , site ready ness file upload mandtoty how to achive this in the blue print transition

          Before Going To The Qc stage , site ready ness file upload mandtoty how to achive this in the blue print transition On click of the Predelivery transition can we show site ready ness file upload mandtoty or on click of the QC show the alert message site
        • Note cards are duplicating

          Hi, I've been using this app for some time and love it. Recently I've noticed that upon closing a note card, it creates a duplicate. If I exit the notebook it's in and go back, everything is back to normal. Not a major issue but still a little annoying.
        • Where is the (Bulk) Notes Export function from Notebook ???????

          I have seen various threads over the last two years on this and basically no action from ZOHO at all ! BTW having to go to an individual note and export to PDF (which now doesn't even work ) or some sort of zoho format is by no means the answer ! I still can't see any sort of bulk (or even individual) export function across notes. This is really poor for a notes product that is nearly 4 years old from a "major vendor".  I now have a large number of notes (some with images) that I want to export and
        • Again about the backlighting of the search query when searching in a client for Linux

          Some time passed, I installed a client for Linux version 3.4.0, but I still did not receive the promised search with the backlighting of the search query how it was implemented in the client for android. In the previous topic, you told me that this function
        • Enhancements to finance suite integrations

          Update: Based on your feedback, we’ve updated the capabilities for integration users. In addition to the Estimates module, they can now create, view, and edit records in all the finance modules including Sales Order, Invoices, Purchase Order. We're also
        • Important! ZipRecruiter Sponsored Posting Plan Changes in Zoho Recruit

          Greetings, We’re reaching out to inform you about an important upcoming change to the ZipRecruiter Sponsored job board integration within Zoho Recruit. What’s Changing? Starting June 1, 2025, Zoho Recruit will be updated with ZipRecruiter's latest pricing
        • In the Blue Print Transition requirement received it will show 8 check field in pop up if they any one of this field then only move to next stage Ist quote

          In the Blue Print Transition requirement received it will show 8 check field in pop up if they any one of this field then only move to next stage Ist quote Pls help how i fix this
        • Linking Multi-UOM Barcodes to Products in Zoho Books

          Greetings, I'm using Zoho Books for retail shop and I'm running into a bit of a challenge with products that have multiple Units of Measurement (UOMs) and corresponding barcodes. For example, I sell cigarettes both as individual packets and in cartons
        • Convert Item to composite item

          When using Zoho CRM integrated with Zoho Inventory/Books, the item creation process is a little messy. After a few years of trial and error, we have settled on creating items in CRM, which are sync'ed to Zoho Inventory using Zoho's own internal integration.
        • Mapping “Account Name” from CRM to Campaigns

          I’m syncing our Contacts list to Campaigns and want to select “Account Name” as an available field. Account Name does not appear in the drop down menu for CRM field even though Account Name is a field in our standard layout. How can I make it availa
        • Zoho Campaigns to Zoho Analytics Sync Fails – Field Mapping Shows But Not Applied

          I’m facing a persistent issue with the Zoho Campaigns integration to Zoho Analytics in my workspace. Here’s a detailed description of the problem: Under Edit Setup, I see a field mapping summary that shows: DataField Mapping: Most Recent Login However,
        • Partially receive PO without partial Bill?

          Most of our inventory is pre-paid. Let's say we purchase 30 pieces of 3 different items for a total of 90 pieces. It is common for our supplier to send us the items as they are ready. So we will receive 30 pieces at a time. How can I partially receive
        • Host in US Data Centre

          I humble apply to be registered on US Data centre
        • Multiple images, one record

          I have a form that is used to capture the following info: -Facility Name -Origin -Shipment # -Picture of Damaged Pallet (Image field) I want to be able to capture multiple pictures without having to create a new record, as there might be multiple damaged pallets on the shipment. Obviously, one never knows how many damaged pallets might be on a shipment so I'd prefer not to create 20 image fields and have most of them unused.  I'd prefer that they have an option to add another image only if they need
        • how to dynamically upload multiple images for single record?

          Is the use of dynamic multiple images in a single record supported? I've searched but have not found the answer. If it is supported, how is it done? I saw 1 suggestion to add a sub-form but that doesn't seem to be the answer. I don't want to add a set number of image fields. Each record would have a different number of images. I want the addition of images to be dynamic. thanks
        • Multi-upload field

          Hi I need to include a file upload field that allows the user to select multiple files and upload all at once. I hope I can do this with HTML, I'm new to merging HTML and deluge... Can I trigger a hidden file upload window to appear On User Input of a field in an embedded form? Thanks! Levi
        • is it possible to add multiple attachments to a record?

          Hello, I'm trying to add functionality so that a record can have several associated attachments. I obviously added a File Upload field to my form, but that appears to only allow one total. Is there a way around this? Thanks, - Kevin
        • multiple upload files in zoho form

          Hi,  I need upload multiple files  in a single upload field thkns
        • Keeping Track of Email Threads

          Hi, Z CRM is great for tracking all the activities one would want to track whilst qualifying leads, converting to customers, closing deals etc etc, however.... ....although I can use Z CRM to send an email to a lead/contact and have that recorded as an activity for other team members to see, there is no way of capturing an inbound email from that lead. Assume my lead replies to my email sent from ZCRM, in my case, the response arrives in my ZMail account. However I can't get it back into ZCRM to
        • Zoho Creator invokeUrl to retreive PDF

          I'm trying to retreive a record PDF to send to Print Node. Tried with and without the zoho_creator_connection. pdf_content = invokeurl [ url :"https://creatorapp.zoho.com.au/<org_namespace>/<app_link_name>/record-pdf/<report_link_name>/" + input.ID type
        • Bulk upload image option in Zoho Commerce

          I dont know if I am not looking into it properly but is there no option to bulk upload images along with the products? Like after you upload the products, I will have to upload images one by one again? Can someone help me out here? And what should I enter
        • How to Automate Monthly PDF Reports with Filters in Zoho Creator

          Hi everyone, I’m trying to build an automated monthly reporting process in Zoho Creator and would appreciate suggestions or best practices from anyone who has done something similar. What I’m trying to do: I have a form called New_Customer with fields
        • Zoho App Builder

          I’m looking for a Zoho Creator developer to build a simple app for tracking site expenses for a construction company. Key features: mobile form, dropdowns for projects and expense types, photo attachment for invoices, auto-calculated totals, and Excel
        • Captcha can't be enabled conditionally

          Hi Problem: captcha on a form can't be enabled conditionally. Why is this a problem: Because I use the same form on our website (public) in the portal and mobile app. In the portal it works but in the mobile app it doesn't. So there should be a way to
        • ACH Returns Don’t Trigger Dunning or Reverse Payment in Zoho Subscriptions

          Zoho Billing marked an ACH payment as successful and kept the subscription active — even though the payment was later returned by the bank (NSF). There was no update to the invoice or subscription status, and I had to manually clean it all up. For credit
        • Zoho Sheet - Split cell diagonally fill half color

          is it possible to split a cell diagonally, fill different text in each half and ideally color them differently as well?
        • Calling Token API in Postman returning "error: invalid_client"

          Hello, I've been working on setting up an API to get data from zoho crm into a third-party application. I'm currently testing the setup in Postman, but I'm getting an error from the API to retrieve the access token. It keeps returning "error: invalid_client".
        • How to handle this process need using a Blueprint?

          See one minute screen recording: https://workdrive.zohoexternal.com/external/eb743d2f4cde414c715224fc557aaefeb84f12268f7f3859a7de821bcc4fbe15
        • bulk scheduling youtube shorts and facebook reels

          how do i flag the video as facebook reel rather than normal video, it's vertical, 20 seconds, yet still being posted as video on facebook for youtube, it's being rejected out right both videos are to standard, can be posted normally with normal scheduler
        • Invitation-Based User Access in Zoho Analytics

          Hello everyone, We’re rolling out an important update on how users are added to your Zoho Analytics Organization and Workspaces. Previously, when admins added users, they were automatically added to the organization. Moving forward, to improve security
        • Filtert products by multi select custom field

          Hello, this is seems like a must addition, why it can not be done now?
        • Multiple images

          Hi Is there a way to insert multiple images in one image record or any way that instead of one image, I could upload 5 to 10 images together. Looking forward for a solution. Regards
        • Zoho Projects - Custom Objects

          Hello, is there the ability now, or in the near future, to add custom objects to Zoho Projects? The requirement here would be to have the ability to track change requests to a project's budget. The idea here is to have the ability to create a custom Object
        • Access CRM Variables from Formula field

          Is it possible to use a CRM variable (defined in Developer Space -> CRM Variables) in a formula field for calculations ?
        • Announcing Bigin India Meetups Across 8 Cities: July 29 - Aug 07

          Hello Biginners, We've got some exciting news to share! We're hosting our first round of Customer Meetups for 2025 in India, from 29th July - 9th August. Whether you're a Bigin newbie or a seasoned pro, this is your chance to meet customers from your
        • Why isn't there an Expense description field / column?

          Hello! I'm new to Zoho Books and accounting. I'm surprised there isn't a proper expense description field (and column in the overview "all expenses" page)? I thought this was a given in accounting, as visualizing expenses facilitates tracking them down?
        • New in Zoho PDF Editor: Watermarks, password protection, signature collection, and more.

          Hi Zoho Sign users! We are delighted to introduce the latest enhancements to Zoho PDF Editor, designed based on user feedback and feature requests. This update enables you to reorder, extract, and rotate PDF pages, add watermarks, and collect signatures.
        • Next Page