Marketing Automation upgrade was supposed to be Q1 2022

Marketing Automation upgrade was supposed to be Q1 2022

When will we receive the long needed upgrade(s) to Marketing Automation?  The last time a date was promised, we were told Q1 2022.  But that has come and gone.  It's getting increasingly hard for me to stay with Zoho and recommend it to my own clients, if your timelines are always wrong.  You come across as a company that doesn't care about its users.

      • 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

        • 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?
        • Properly split form fields across report rows?

          Hi all, I’m trying to split file uploads from a form into separate report rows with a shared Title. Example: Form input: Title + File A + File B Desired result: Row 1: Title + File A Row 2: Title + File B Current Logic: In On Created or Edited and On
        • Email Alerts with Affected Flow Details When Deprecating Modules in Zoho Creator

          Dear Zoho Creator Team, We would like to request an enhancement to the module deprecation process in Zoho Creator. 🧩 Current Limitation: Currently, when a module is deprecated by the Creator team: No email notifications are sent. There is no automated
        • Problem importing TSV file: File contains empty string as column header(s).

          I tried importing a TSV file into Books, and got this message: "File contains empty string as column header(s). Please check the content and try again." I've looked at the file I'm trying to import, and the columns all have labels in the first row. Help?
        • How to Integrate Zoho Books with Xero (No Native Connection Available)

          Hi everyone, I’m currently facing an issue with integrating Zoho Books invoices with Xero, as I’ve noticed Zoho does not provide a native integration with Xero at this time. I would like to ask: What are the common or recommended solutions for syncing
        • UPLOAD A CREATED PDF AUTOMATICALLY

          Using the html header pdf+print button, I have managed to find a way to have a user create a pdf using entered form data. Using the schedule button, I can have a "file uploaded" pdf mailed to someone as an attachment. The missing piece is to be able to add the pdf, created in that html page to a file upload field automatically? Right now one has to save it to computer and then upload it in a FILE UPLOAD FIELD. Any help would appreciated !  
        • Short Custom Order

          Hi Everyone, I have question, i create some report use custom short order like below. But this is just show in development mode.... when i publish to production, it is not showing. And this is just showing in full admin mode. Can setting to show roles
        • is there a way to pass whatsapp message to Zoho CRM lead record?

          so I am trying to implement WhatsApp Native Integration to Zoho CRM. What I really need is to pass Whatsapp Number and whatsapp first message to Zoho CRM lead record. yes I can see the Whatsapp Message inside lead detail record like this but as you can
        • How to use CDN with Zoho wesbites.

          I want to use CDN with my zoho- hosted website. I currently have a dot in website. I would seriously like to utilize CDN such as MAX CDN and cloudflare. Its that am not able to change dns with dot in website. Which is a great catch. Today site speed matters a lot both for business or personal sites. I have lot of visitors from different parts of the world and they suggest to make the website more faster. I would be great if I'm able to use dns or may be cdn.
        • Tip of the Week #58– Stay informed by following threads!

          Want to be notified about the activities happening over a specific thread without getting directly involved there? In shared inboxes, not every message requires your immediate response, but that doesn’t mean it’s irrelevant. Without a clear way to keep
        • Zoho CRM 表示が変わった?

          いつからかわからないのですが、本日(6/3)、表示が変わったことに気がつきました。 皆さんの環境でも変わっているのでしょうか? 当方は Zoho CRM Plus で Zoho CRM Everyone 環境です。 ■タブと項目 タブのレイアウト表示名が「標準」から「スタンダード」になっている。 表示だけなので Deluge とか影響はないとは思います。 ■レコード一覧の項目選択の表示 選択すると青色線で囲いが表示されるようになった。 選択しやすくなって使いやすいです。
        • How do we add Google Analytics code to Zoho Bookings scheduling pages or the thank you page?

          We need to track user activity on individual Bookings' pages and/or the thank you pages? How do we do this?
        • please include option for editing attachment name

          Users need the ability to rename an attachment without having to delete the original and then uploading a duplicate just to rename the doc. We need the ability to edit the name of an attachment directly in zoho. dgdlux
        • Lead Created Time Field

          I don't remember doing it but I must have removed the "Created Time" field from my lead module at some point.  Usually it doesn't let you permanently delete fields like this but it is not in my unused fields so it must have been permanently deleted somehow.
        • Notebook Password Recovery?

          I'm a very happy new user of Notebook, but ... my password has fallen from my memory and I am finding no avenue to reset it. How can I reset it to recover access to my notes? Thanks so much, HOC
        • Unable to create a download link for an uploaded Workdrive File

          Hello, I have some custom logic that is working fine to load image files into a Workdrive folder. I'm not having much success however in being able to then set the file as downloadable and retrieving the download link from my custom logic. My code for
        • Data preservation when a Recruiter Admin leaves the organisation and account is deleted

          I can’t find in the documentation on this topic, so asking here. When the Recruiter Admin employee who has done all the hiring work, e.g. publish job postings, updating email notification templates, changing candidate statuses, writing notes, communicating
        • Zoho Sprints mobile app(Android and iOS) v2.0

          Hello everyone! We’re thrilled to announce that Zoho Sprints Mobile app2.0 is now live. With the newest version of the Zoho Sprints mobile app, we hope to provide a fresh, faster, and intuitive experience for managing your sprints on the go! Whether you're
        • Open-source Zoho API package for Python

          Dear Community, Some time ago I have started working on Zoho API to handle data management in more automated manner than before. Then I have found no relevant materials, except of Zoho API documentation, about how to start. Of course I do not mean it
        • Zoho Writer and Zoho Forms - Merge on update of a form

          Once Zoho Form is submitted it requires a check by the adviser / sales person and adding additional infomation to it before it gets send to the customer for the signature. Unfortuantely there is no option to Merge on update, only on submission of the
        • Journal Entries Do Not Show Multiple Entries to the Same Account

          Another basic accounting function that Books ... Accountants sometimes write journal entries, debiting and/or crediting the same account in the same entry. This is due to the need to record specific activity in an account when we pull reports especially
        • Cookies

          Hey Guys, being a EU based company, we're forced to show the cookie banner, providing easy to read information about the cookies we use and giving the choice to select which cookies the accept. I know in Zoho Marketing Hub, SalesIQ and Sites there are
        • Zoho Sign Custom Domain

          Any plans for Custom Domain?
        • Introducing AI-powered agreement management in Zoho Sign

          Hello! From automating repetitive tasks to enabling smarter decision-making, AI has moved from a futuristic concept to a practical tool for modern businesses. One of the most impactful applications of AI is in agreement and contract management. By leveraging
        • My bank is not in Books

          Hello, I tried to configure bank feeds for my bank, but it doesn't appear in the list of supported banks. Does that mean that i cannot configure feeds at all ? Is there any way to add my bank in the list ? Also, as far as I saw, the list has no Belgian bank : Belfius, BNP Paribas Fortis, KBC,... Thanks for you answer Xavier Liégeois Though Happy Zoho user
        • Next Page