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

        • Power of Automation :: Autocomplete the Project upon Task closure.

          Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:

        • Unable to send email through Gmail

          So I had a custom domain email from Zoho and I was able to send emails from this account through my gmail. 2 days ago I added another user. This user is not able to receive any emails, that's the first issue, moreover, even though I haven't changed anything else other than adding this user, now I am unable to send email through my gmail account with the first user either! I have opened a case with priority "I am stuck, need assistance", haven't got a single reply in about 36 hours. I am unable to

        • "Invalid Credentials(Failure)" when configuring IMAP (Outlook)

          Getting the below response when attempting to configure Zoho mail in Outlook 2016: Notes (what I've done so far): Zoho mail on web client is working with no issues. Though I was certain the username & PW were correct (was using same credentials on web client as I was attempting to utilize in Outlook 2016), just in case, I went ahead and changed my password on the web client and re-attempted Outlook configuration; same error response. IMAP for my email account was enabled on the web client (and POP

        • Custom service report or Zoho forms integration

          Hello, So far the experience with Zoho FSM and the integration with Books has been good, however there are limitations with service reports. As with my business, many organisations send technicians to different types of jobs that call for a different

        • Pre-fill Email field on Zoho Forms

          Hello there, How do we automatically pre-fill the email address field of a Zoho Form from the data that is in CRM? Thanks, Joel

        • Webhook Trigger for New Messages in Cliq Channels

          Hello, I would like to request a feature to enable webhook triggers when a new message is added to a Cliq channel. This functionality would allow us to seamlessly send important information from Cliq to other relevant systems. This webhook trigger can

        • Unable to add subdomain email account under the main email account

          Hi, Is it possible to add a subdomain email account, like sky@agent.rebrightrental.com from the Admin Console of admin@rebrightrental.com in Zoho Mail? Or is that not possible? I want to create at least 3, like oak@agent.rebrightrental.com, bliss@agent.rebrightrental.com,

        • How to delete a large number of emails

          Since no one else seems to be asking this, there must be something in the zoho mail interface that I am failing to see. Not looking for an automatic method. Instead, when I sort email by sender, I want to be able to select all emails from a sender and

        • want to renew my account

          I am not getting email - it seems renewal of account is required. pls check and advise how to renew the account and what would be the charges

        • Mail app and desktop on chrome not syncing properly.

          Yesterday I spent a significant amount of time on the computer moving emails to different folders, and deleting several. This morning, I realized on my zoho mail app it still showed all the emails in the inbox. Nothing had synced. I couldn't find a sync

        • Can't connect to Thunderbird

          Setting up Thunderbird I get an error message: "Unable to log in at server. Probably wrong configuration, username or password". The password and email address are definitely correct as I used them to log in to webmail. My settings are definitely correct

        • Can't receive emails, but can send

          I setup a mail using the domain @shopik.io. I set this up using the correct CNAME record on Namecheap. When I tried to send a test mail from my Gmail account it was not able to send and I got the following error; The response from the remote server was:

        • Unable to send message;Reason:550 5.4.6 Unusual sending activity detected. Please try after sometime

          Hello i'm unable to send any email because i keep getting this error Unable to send message;Reason:550 5.4.6 Unusual sending activity detected. Please try after sometime i have literally sent less than 10 emails today i'm not sure why i'm getting this

        • Partial refunds

          I am trying to process refund for a one item invoice, however the refund is partial: i am getting this error while creating credit note, can anyone share some wisdom about this

        • Tickets are enabled but not showing in zoho desk widget

          Hi, I have a Zoho Desk ASAP JWT widget inside my app. I enabled the KB, tickets, and salesIQ chat (screenshot 1), but only the KB and chat are showing on my app widget (screenshot 2). Can you help? Thank you

        • default to display images in mail

          How do I set my mail settings to default to display images, rather than asking me each time I open a message? Thanks, Sup

        • Zoho CRM Theme Color?

          I've read multiple articles stating it's possible to change Zoho CRM theme colour (top menu bar) from personal settings menu, however, my zoho has no options for this at all and I've looked everywhere........has this feature been removed? I'm currently

        • US Zipcode Mapping for Sales Tax areas

          In its current form, Zoho Commerce maps tax percentage to different states. Due to the wide variety of tax areas within each state, it would be much better to map sales tax against each individual zip code. In addition, it would be highly desirable to

        • New Emails not being received in Zoho Email account

          I have built a new website for my client, who has an email address like his_address@zohomail.eu (example). When his customers use the Contact Form on his website, the notification emails are sent to an address as his domain name, and the Webhost automatically

        • Custom Function : Copy multilookup field to text field

          Hi, I'm a newbie on function programming, I try to copy text from a multi lookup field named "societe" to a text field named "societe2". I've used this code. In deluge script it seems to work, but when I trigger this function it doesn't work (Societe2

        • Relocating the server from Europe to the UAE

          We are experiencing issues with the sales templates and attempted to collaborate with the companies you recommended to assist with the templates. Unfortunately, we were unable to add their email addresses to our panel due to an error (The ERROR is: USER

        • get statement as file pdf to send in whatsapp template

          hello i have the following url which sends an email with the statement attached sendStatement = invokeurl [ url: "https://www.zohoapis" + dc + "/books/v3/contacts/" + customerID + "/statements/email?start_date=" + start_date + "&end_date=" + end_date

        • I already configured DKIM Records, and other records as well

          I already configured DKIM Records, and other records as well but it is still going like a spam mail

        • No recibo correos

          Buena tarde. No estoy recibiendo correo en Zoho mail, pero si puedo enviar. Como puedo solucinarlo?

        • Email not sending on Iphone on (1) account. Works with the others and set up thesame.

          When I attempt to send an email on one of our accounts on my iphone, It doesn't and. then comes back with an error message.. I've reviewed my other two accounts, and they both work fine on my iphone, it's just this one account.. I've also looked at the

        • Receive the incoming emails of my users

          Guys, I need some help. As an admin, can I receive all the incoming emails from my users?

        • I couldn't create new email "connect@cafeconnet.lk"

          Dear Manager, I want to create new email "connect@cafeconnect.lk" but I can't do that. Please help me for that.

        • didnt add my soho account Mail

          i cant add my soho account arturo@thrivechile.com in Mail (apple)

        • How to apply customized Zoho Crm Home Page to all users?

          I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: The option to mark a customized

        • Zoho Projects > Workdrive Integration - Where can you find your files in Workdrive?

          Following the instructions here: https://help.zoho.com/portal/en/kb/projects/integration/zoho-apps/articles/zoho-workdrive-integration#Benefits Put a file in the Documents section of a Project. Then Trying to navigate to the Team Folder in WorkDrive and

        • How to set custom Sales Order numbers

          I am trying to create Sales Orders with data from Jotform submissions. Auto number generation is disabled within Books. Whereas the flow Input recognizes the number (40732 in this example), the Output does not. How can I fix this? I'd like the number

        • Zoho desktop problem when using 2 displays

          I have a Microsoft Surface Pro with a second display attached. When I open Zoho mail desktop and place the window on on the second display and I keep the display attached, everything works fine. HOWEVER: when I then detach the second display (the Zoho

        • Assign Multilpe Owners to a Single Deal and Split Revenue Between the Two

          Hello, In our business, it is common for 2 sales reps to co-manage a deal. As such, I would like to add 2 co-owners to a deal within CRM, and then split the revenue generated by a deal between both owners in our analytics. We are currently tracking this

        • Mix and Match Email Plan

          Dear Zoho Sales Team, I hope you’re doing well. I am currently subscribed to Zoho Mail Premium with one account. However, I would like to modify my plan by adding two Mail Lite (10GB) accounts alongside my existing subscription. Could you please confirm

        • Comprehensive guide to add users

          We've received quite a few questions regarding adding users to the Zoho Sprints workspace. So we decided to address it through a comprehensive post covering the locations (modules or tabs) from which you can add your users. Adding users to your workspace

        • How to monitor hybrid projects?

          Hybrid project management sounds great, but, with projects being run on different project management methods, how can we monitor the overall progress and derive insights from them? If you've got this question as well, Zoho Projects Plus’ dashboards have

        • Learning how to customize templates via code and best practices

          Hi! Our developers team want to learn how to edit our template files safely. The last time we messed with these files our site went down for a day and we had to reconfigure it from scratch. What are the best practices to do this? How can we get a template

        • ULAA threat

          My Sentinal One app just killed ULAA as a threat. I reinstalled, killed it again. I opened ZohoOne CRM in Chrome it worked however it was a least 1 if not 2 backsteps from the version I'm using. Is anyone else having this exerience?

        • Seventh Insight - Organize your data using Modules

          The Wheels of Ticketing - Desk Stories Organize your data using Modules What are Modules? Modules in Zoho Desk are powerful organizational tools that facilitate efficient help desk operations. There are eight standard modules, each designed to manage

        • Argument Mapping went missing?

          How can I access the IDs from the mass action button when argument mapping is unavailable or missing?

        • Next Page