The all new Marketing Automation 2.0 is now part of Marketing Plus

The all new Marketing Automation 2.0 is now part of Marketing Plus

Hey everyone,
 
We're excited to introduce the latest version of Marketing Automation to Zoho Marketing Plus for all users. The new version comes with a lot of features to help simplify and streamline your marketing activities

Here's a brief overview of what's new and how you can migrate to the latest version in Zoho Marketing Plus.

Revamped user interface 

The Marketing Automation module has a whole new user interface that's carefully designed to make it easy to navigate and manage your marketing activities, including creating campaigns, personalizing journeys, generating leads via signup forms, building landing pages, and much more. 


Simplified contact management 

Managing your contact list in Marketing Automation is a lot easier with the all-new Contacts module, which was previously known as the Leads module. Firstly, a new dashboard offers a holistic picture of your contacts by offering insightful metrics such as your total number of contacts, contacts that are ready for marketing or sales, contacts by stage, source, and location, and much more.



The detailed contacts view has a new look as well. You can view important details like stages, associated lists, segments, journeys, subscription details, engagements, and a timeline of all activities in chronological order.



You can also view a complete list of contacts filtered by stage with the help of a Kanban view, and you can easily drag and drop contacts across various stages.
 
Lists have also been simplified. Each list has a detailed dashboard related to contacts, such as contact growth, associated entities, status, and so on. You can also view associated journeys and campaigns for a particular contact list, segment your contacts based on various criteria, and manage them from Marketing Automation.
 
The Contacts module also comes with various ways to qualify your leads with the help of scores. You can configure scores based on the activities the contact performs with regard to email campaigns, such as opens, clicks, or replies, or based on field values and various website other activities. 

More ways to generate leads 

Websites are one of the best and most effective marketing channels, as they help visitors understand more about your brand and what you offer. Hence, it's essential for businesses to optimize their websites in order to capture and convert these visitors as leads.

Marketing Automation comes equipped with just that. Using signup forms, pop-ups, and landing pages, you can capture information about your prospects and synchronize them with Zoho CRM. You can also automatically add these leads to lists, modify their scores, add them to specific journeys, and much more.



Keep tabs on your website  

Once your website is live, it's important to measure the performance to increase conversions. Marketing Automation module comes with a detailed dashboard and in-depth analytics on the behavior and acquisition of your website visitors. The behavior report gives you the complete picture of how visitors are interacting with your website, the top performing page, time spent on pages, the page through which visitors first land on your website, and the last page visited before they exit, and lot more.

The acquisition report, on the other hand helps you identify how these visitors land on your website; the different sources, channels, or the country. This helps you identify the right channel that works for you and plan your marketing activities accordingly. With PageSense already part of Marketing Plus, all your goals, and other important website analytics are in sync with Marketing Automation. 

Marketing campaigns simplified 

Marketing Automation now offers a whole new streamlined experience in creating and managing your campaigns across channels. You can create your email campaigns and promote your surveys, webinars, SMS campaigns, and promotions via WhatsApp.

Personalize touchpoints with Journeys 

The journey builder comes with a lot of updates. With Journey X-Ray, you can dissect and understand the path your contacts take, the most- and least-engaged actions, the number of entrances and exits, and a lot more. This is designed to give you a better understanding of your customer journey across various touchpoints to help optimize them further.

All the journeys you've created in previous versions will be migrated to the new version as drafts. The following components are deprecated in the new version:

Triggers
Actions
Missed goal
Date field trigger (revised)
Email action trigger (revised)
Video click
Attachment download
Send survey mail
Reminder loop
A/B test
Three-way condition
Update deal
Mile stone
End of process components


If you've created journeys with these deprecated components, you'll need to replace them manually before migrating them to the new version.
 
Also, any autoresponders from the previous version will be discontinued in 2.0. You can convert your old autoresponders into journeys.

Revamped roles and permissions 

Roles and privileges in Marketing Plus enable you to define and control access to data and various features in Marketing Plus. There are four different roles available by default: Brand Admin, Brand Marketer, Brand Member, and Event Member.

Previously, Marketing Automation users were only permitted to manage the records they created.



Now, we've introduced more control over how users can access data and features. You can define appropriate permissions for contacts and lists, lead generation functions, marketing channels, websites, and assets. 



Accessing the new version  

The all-new Marketing Automation will be available for all Marketing Plus users starting on June 4, 2024. All topics, integrations, SMS gateways, and smart URLs will have to be migrated to start accessing the new version.

Migrating topics 

Previously, topics in Marketing Automation were usually associated with lists. Now, you can associate them with contacts directly, as well as associate multiple topics to a contact. They can unsubscribe from these topics per their preferences.

Migrating integrations 

Previously, Marketing Automation users could integrate and create syncs with Zoho or other third-party services, which was sometimes hard to track and led to data duplication.
 
To streamline integrations between solutions, now only the administrator of both applications can integrate and create syncs in Marketing Automation—and only one integration and sync.
 
For example, if you want to integrate Marketing Automation in Marketing Plus and Zoho CRM, you need to be the Brand Admin in Marketing Plus and an Administrator in Zoho CRM. Once an account is integrated, other users in your organization can't configure another integration.
 
If multiple integrations are configured in Marketing Automation, you can see the complete list of all the accounts while migrating to the new version. Make sure to select the account you want to retain in the new version. 

Migrating SMS providers 

To increase accuracy, SMS campaigns will only be sent to the mobile numbers specified in each contact's Mobile field. If you've used any other field to store the contact information in the older version, the data will need to be moved to the Mobile field to start sending SMS campaigns in this new version.

Migrating Smart URLs 

Previously, Smart URLs in Marketing Automation can be created for two custom domains. Now, in the new version, you can create smart URLs using the default or your custom domain. Only one custom domain can be connected. So, while migrating to the new version, you can choose the domain that you want to migrate to the new version.  

To access the new version
  1. Go to the Marketing Automation module in Marketing Plus and click Switch to new version. 
  2. Click Proceed in the pop-up.
  3. In the Topic Management tab, click Migrate now. 

  4. Select an integration from the Integration tab and click Migrate and Proceed.
    Do the same if more integrations are listed in the Integration tab.
  5. In the SMS tab, select your preference.

  6. Click Migrate and Proceed.
  7. In the Smart URL tab, select the appropriate domain from the drop down list.
  8. Click Migrate and Proceed.

  9. Click Switch Now in the pop-up.
We hope you find this information useful. Please give it a try and feel free to share your valuable feedback with us.
 
Regards,
The Marketing Plus Team




        • Recent Topics

        • Adding custom "lookup" fields in Zoho Customization

          How can I add a second “lookup” field in Zoho? I’m trying to create another lookup that pulls from my Contacts, but the option doesn’t appear in the module customization sidebar. In many cases, a single work order involves multiple contacts. Ideally,

        • Can you import projects into Zoho Projects yet?

          I see some very old posts asking about importing project records into Zoho Projects. But I can't find anything up to date about the topic. Has this functionality been added? Importing tasks is helpful. But we do have a project where importing projects

        • Allocating inventory to specific SO's

          Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could

        • Zoho Inventory. Preventing Negative Stock in Sales Orders – Best Practices?

          Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way to

        • Automation #10 - Auto Assign Ticket based on Keywords

          This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips on optimizing

        • Automate attendance tracking with Zoho Cliq Developer Platform

          I wish remote work were permanently mandated so we could join work calls from a movie theatre or even while skydiving! But wait, it's time to wake up! The alarm has snoozed twice, and your team has already logged on for the day. Keeping tabs on attendance

        • Reusable Custom Functions Across Department Workflows

          Dear Zoho Desk Team, We appreciate the powerful workflow automation capabilities in Zoho Desk, particularly the ability to create and use custom functions within workflows. However, we have encountered a limitation that impacts efficiency and maintainability.

        • Feature Request - Gift Cards or Gift Voucher Capability in Zoho Commerce

          Hi Zoho Commerce team, I'm comming accross more and more retail businesses who sell gift cards. As there is currently no way to manage this in Zoho Commerce, it is a blocker to addoption. This is particularly popular in Europe and North America. I recently

        • Don't Allow Customer to Edit Values After Submitting Ticket

          After a customer submits a ticket through the customer portal, they can go into the ticket and see some of the values from the questions they answered in the sidebar. Currently, a customer can edit these values even after they submitted them. This makes no sense. We ask very specific questions that we don't want customers to later change! Please disable the ability for customers to edit the values to their submission questions in the portal. Screenshot attached.

        • Analytics <-> Invoice Connection DELETED by Zoho

          Hi All, I am reaching out today because of a big issue we have at the moment with Zoho Analytics and Zoho Invoice. Our organization relies on Zoho Analytics for most of our reporting (operationnal teams). A few days ago we observed a sync issue with the

        • text length in list report mobile/tablet

          Is there a way to make the full text of a text field appear in the list report on mobile and tablet? With custom layouts, the text is always truncated after a certain number of characters.

        • Automation #4 - Auto Delete Tickets based on Rules

          This is a monthly series in which 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. Unwanted tickets spamming

        • Zoho Community Digest — Enero 2026

          ¡Hola, comunidad! 🌟 Aquí os traemos las novedades más interesantes de Zoho durante este mes de enero, incluyendo actualizaciones de productos, integraciones y un recordatorio sobre los workshops certificados que vuelven a España. 🎓 Eventos y Comunidad

        • Automation #3 - Auto-sync email attachments to tickets

          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. Most of our customers use email

        • Automation #11 - Auto Update Custom Fields with Values from Emails

          This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips to optimize

        • Automation #13 - Auto assign tickets based on agent shift time

          This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips to optimize

        • Automation #14: Capture Jira Issue Key/ID in a Ticket Custom Field

          Hello Everyone! This month's edition brings you a custom function to consolidate your records associated with Jira integration. Jira integration enables support engineers and R&D units to collaborate seamlessly on feature development, product improvement,

        • Automation #16: Automate Ticket Reopening on Scheduled Timestamp

          Hello Everyone! This edition uncovers the option to schedule reopening a ticket automatically. Zylker Finance tracks insurance policyholder activities through Zoho Desk. For policyholders who pay monthly premiums, tickets are closed upon payment completion.

        • Automation#19:Auto-Close Tickets Upon Task Completion

          Hello Everyone! We’re excited to bring you another custom function this week. In this edition, we’ll show you how to automatically close tickets when all associated tasks are marked as completed. Let’s see how ZylkaPure, a leading water filter company,

        • Automation #15: Automatically Adding Static Secondary Contacts

          Rockel is a top-tier client of Zylker traders. Marcus handles communications with Rockel and would like to add Terence, the CTO of Zylker traders to the email conversations. In this case, the emails coming from user address rockel.com should have Terence

        • Improved UX design for Projects CRM integration

          The current integration embeds the entier projects inteface into the CRM this is confusing and allows users to get lost. For example as a user i navigate to an account and go down to the related projects list and want to get information about a specific

        • Link Purchase Order to Deal

          Zoho Books directly syncs with contacts, vendors and products in Zoho CRM including field mapping. Is there any way to associate vendor purchase orders with deals, so that we can calculate our profit margin for each deal with connected sales invoices

        • Transformer vos stocks en décisions intelligentes avec Zoho Inventory et Zoho Analytics

          Zoho Inventory permet de suivre facilement les niveaux de stock et d’anticiper les restockages. Pour de nombreuses entreprises, cela suffit à gérer les opérations au quotidien. Mais à mesure que l’activité se développe, cette clarté peut commencer à montrer

        • Zoho Commerce - Poor Features Set for Blogging

          Hi Zoho Commerce team, I'm sure you will have noticed that I have been asking many questions about the Blogs feature in Commerce. I thought that it would be useful if I share my feedback in a constructive way, to highlight the areas which I feel need

        • Security Enhancements | Migrate to the Updated Policies

          Hello everyone, Zoho Directory's security policies have been updated and reorganized into three new policies with features that enhance the overall organization security. These policies provide a stronger and more secure sign-in methods and improve the

        • Bring Zoho Shifts Capabilities into Zoho People Shift Module

          Hello Zoho People Product Team, After a deep review of the Zoho People Shift module and a direct comparison with Zoho Shifts, we would like to raise a feature request and serious concern regarding the current state of shift management in Zoho People.

        • Facturation électronique 2026 - obligation dès le 1er septembre 2026

          Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,

        • Quick Create needs Client Script support

          As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from

        • How to block a WhatsApp user for sending spam

          Is there a way to block those whatsapp users that just come to play and annoy our service, they also spam us. We have a waba service with sales iq

        • Inquiry regarding auto-save behavior for Zoho Sign Embedded Sending

          Dear Zoho Support Team, I am currently integrating Zoho Sign's Embedded Sending functionality using iframes on my website. I would like to know if there is a way to ensure that the document state (including any added fields) is automatically saved as

        • Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

          Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to

        • Automation#17: Auto-Create Tasks in Zoho Projects Upon Ticket Creation in Zoho Desk

          Hello Everyone, This edition delivers the solution to automatically create a task in Zoho Projects when a ticket is created in Zoho Desk. Zylker Resorts uses Zoho Desk for bookings and handling guest requests. Zylker resorts outsources cab bookings to

        • Automation#20 : Auto-Add Ticket Tags based on Keywords

          Hello Everyone! Welcome to unveiling custom functions on our Community series. This week's post lets you add tags to your tickets automatically based on the keywords in the ticket subject and the ticket thread. Discover how this custom function helps

        • Automation#21: Track Ticket Transfers Across Departments

          Hello Everyone! With Halloween just around the corner, we'd like to let you know the Zoho Desk team is always there to sweep away your customer service troubles! This week, we’re excited to introduce a custom function that tracks tickets moved between

        • Email Integration - Zoho CRM - OAuth and IMAP

          Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have

        • Homepage not assignable to group

        • MS Teams for daily call operations

          Hello all, Our most anticipated and crucial update is finally here! Organizations using Microsoft Teams phone system can now integrate it effectively with Zoho CRM for tasks like dialling numbers and logging calls. We are enhancing our MS Teams functionality

        • Automation#22 Track Ticket Duration at Specific Status

          Hello Everyone! Welcome back to the Community Learning Series! Today, we explore how Zylker Techfix, a gadget servicing firm, boosted productivity by tracking the time spent at a particular ticket status in Zoho Desk. Zylker Techfix customized Zoho Desk’s

        • Automation#23: Automate Guided Conversations in Zoho Desk with Business Hours

          Hello Everyone, This week's edition introduces a custom function designed to automate Guided Conversations in Zoho Desk, based on your business hours. With this feature, you can align the bot's behavior with your business schedule, ensuring a smooth and

        • Address changes in quote form

          When entering a quote, the first piece of information required is the Account, which properly populates the billing and shipping address fields. Then I use the lookup function to select a contact, and when I do, the billing and shipping addresses are

        • Next Page