[Edited]Zoho Campaigns: Introducing workspaces, revamped roles and privileges, and streamlined integrations

[Edited]Zoho Campaigns: Introducing workspaces, revamped roles and privileges, and streamlined integrations

Dear user,

Update alert! We're making a bunch of enhancements to improve your experience with Zoho Campaigns (visible in your account starting on August 10, 2023).

What are we changing, exactly? We're glad you asked! :D

The changes are focused on the following:
  • Introducing Workspaces: an all-new feature in Campaigns
  • Streamlined integration capabilities
  • Revamped roles and privileges functionality
The updates will be implemented in phases so you can transition smoothly. Once you've set up topic management (if not done already), move on to the integration setup, and wrap everything up neatly by setting up the new roles and privileges upgrades. Yep, it's that simple! Let's look at it one step at a time.

Integrations

Moving forward, integration will be moved to the organization level. Only the admin of your Zoho Campaigns account (and the other application to be integrated) will have the authority to perform integrations and syncs. Each integration will be limited to one sync.



Starting on August 10, 2023, when you access the Integrations page within the product, you'll encounter a warning message indicating that migration is required. By clicking on this message and selecting Migrate Now, you can initiate the migration process. You'll be presented with information to review. Once done, click Proceed to continue. For the next step, select an existing organization account to set up the sync. This is similar to how you've been initiating syncs in the existing version of Zoho Campaigns.

Why the change?

  • Our goal is to introduce instant sync for all the integrations in Zoho Campaigns. This update marks the initial phase towards achieving our goal.
  • Right now any user within the same account can create a sync and this brings in more confusion because it would be the same contacts that they bring in from the other application. Even though duplicate contacts will be ignored in the current setup, this new update will be of more help to admin and users to streamline processes within the same account.
  • Only the person who created the sync will be able to delete the sync in the account right now. With this update, more privileges are given to the admin.

How's this useful?

Streamlining processes is a good thing. By having a single admin perform integrations and managing one sync per integration, the process becomes organized, de-cluttered, and less confusing, resulting in more consistent data.

How do GoToWebinar, Zoho Meeting, Zoho Backstage, and Eventbrite integrations work now?


Currently, it's possible to create separate syncs for past and upcoming webinars or events.

What's changing?

Since the syncs are unified, only one sync will remain active and all these syncs will be instant to maintain a continuous flow of data. After the admin migrates to the new setup, a new sync flow should be created. All the registrants and attendees from the past and upcoming webinars/events will be synced. The old flow will be disconnected. i.e., syncs created before the migration won't be retained after the migration.


Why the change?

If you're conducting an event or a webinar, you are required to create separate syncs for each of the webinars and events. This update simplifies the process and reduces the time and effort required to manage multiple syncs.


How do Google Analytics integrations work now?

Data in Google Analytics will be pushed to Zoho Campaigns, where all analytics-related information can be viewed.


What's changing?

  • Google Analytics will be updated to the newest version (i.e., version 4). 
  • You won't be able to find screens related to Google Analytics in Zoho Campaigns.
  • You'll have to get all analytics-related information directly from Google Analytics.

FAQs

What happens to existing syncs?
Existing syncs will work normally until you migrate to the new setup. Once you migrate, existing active syncs will remain active until July 15, 2024, after which the syncs will be deprecated.

Can the synced account be changed later? If so, what about the data and the actions the syncs perform?
Yes, your organization's admin will be able to change the synced account later. The data of the previously synced account will be available for reference.


Roles and privileges

How do roles and privileges work now?

  • Roles and privileges are assigned to users in an organization to control their account access.
  • The available roles are Standard Admin and Standard User, and the two levels of data access privileges include Self and Others.
  • Users can also create custom roles based on the organization's needs.

What's changing?


Zoho Campaigns now provides four default roles: Admin, Manager, Editor, and Viewer. If you've already created additional roles in your account, those will be migrated to the new setup. Admins will still be able to create new roles and make changes to their privileges. Default roles are not editable.



Why the change?

  • We have the concept of Self and Others in Zoho Campaigns which makes team collaboration difficult, particularly regarding the management of user role and access to data. The current setup makes it difficult for admin to maintain control within the organization.

  • Currently, users with Self privilege will be able to create sender addresses and custom fields and these cannot be deleted by the admin. This lack of control makes it challenging for admins to manage the account effectively and keep it organized according to their requirements. The new setup enhances the overall user experience and provides better control and organization options for admins.


How's this useful to me?

At Zoho, we're committed to security and privacy. These changes bring tighter security and control over your organization's data. For example, a designer at your organization can be given an Editor access and a marketer can be given a Manager access in order to launch a campaign. This fine-grained access control allows your organization to be responsible with the data.

FAQs

Can I customize the privileges of different roles?
If you are the admin of your organization, you will be able to create new custom roles and control their privileges. Unfortunately, you cannot customize the privileges for default roles.

Introducing Workspaces for marketing teams

Note: Only for Professional edition accounts.

A workspace is a separate space within Zoho Campaigns to create and organize campaigns and workflows. It enables organization admins to create multiple spaces within a single account which can be accessed by multiple individuals. Admins have the authority to determine who can access each workspace based on the specific needs of the business.

To illustrate this, let's consider the example of Zylker, a product based company with different products that caters to various needs of a business. To ensure clarity and efficiency in managing these different products and teams, Zylker admin can create separate workspaces for each of the products, add users to each workspace (their respective products), and carry out marketing activities without encountering any confusion or complications.

By using workspaces, Zylker can maintain a clear separation of data and ensure customer data of one product (workspace) is not accessible to those responsible for managing other products (workspaces). This enhances data security and minimizes the risk of confusion or errors when coordinating marketing efforts.

Altogether,
  • Workspace provide a practical solution for organizing and managing different aspects of your business within a single account.
  • Workspace streamlines your marketing activities, assign appropriate user access, and maintain data integrity across various departments or business units.
  • Workspace stores campaigns, workflows, and contacts and users will have restricted access to them.
  • Admins can add all contacts or contacts matching a given criteria into a workspace.
  • Users can have one role in one workspace and a different role in another workspace.

How will it function going forward?

After migrating to the new integration setup and assigning roles and privileges, a workspace will be created in your account by default. Admins will be able to create as many workspaces in the account as needed, assign users to each workspace, bring in all contacts or a restricted set of contacts as defined by a specified criteria, and switch between workspaces within the same account. This makes it much easier to manage campaigns across multiple organizations/teams, and also provides greater flexibility and control over campaign management.



FAQs

Where can I find workspaces in my account?
If you're an admin and would like to set up workspaces for your account, navigate to Settings > Users and Controls > Workspace.

Will I still be able to access campaigns and data from different workspaces?
If you're an admin, you'll be able to access campaigns and data from different workspaces. If not, you can access workspaces to which your admin has provided you access.

Is there a limit to the number of workspaces I can have in my account?
No, there is no limit to the number of workspaces that you can create in your account.

Is there a limit to the number of workspaces I can be a part of if I'm not an admin?
No, there is no limit to this either.


We understand that these changes require some adjustment, which is why we're giving you plenty of time for migration. All these updates will be implemented in Zoho Campaigns on August 10, 2023 and you will be able to migrate to this setup until July 15, 2024, after which it will become default for all users.

Please note that these updates doesn't affect the pricing or the subscription plan. If you have any questions or concerns regarding these updates, please reach out to us at support@zohocampaigns.com. We'll be more than happy to assist you throughout the process!

Best regards,
Team Zoho Campaigns



      • Sticky Posts

      • Tip of the week 03 - Sending emails in batches

        Today's marketers not only want their email marketing to be efficient, but also smart. For an email campaign, you may think you have all the essential elements for lead conversion—a big mailing list, an attractive template design, and the most-engaging message content, but after hitting the ‘send’ button, you may not get the expected conversions. Wondering why? Here’s one of the major reasons. Many marketers miss out on sending the email campaign the right way. Did you know that you should not be

      • Tip of the week 04 - Know about your recipients' 'prime open time.'

        In today's market, the importance of customer behavior is astounding, with a vast amount of research and resources going into finding how customers make decisions. The process of persuading your customers to open your email and click on your call-to-action becomes easy when you understand the psychology behind their behavioral traits. Time to turn into a psychologist! Let's get to the basics—you want your emails to resonate well with your recipients. So, what's the primary thing involved here? It's

      • Zoho Campaigns Expert Diaries on SoundCloud, Spotify, Apple Podcasts, and YouTube

        Hi email champs,  As email marketers, we find great lessons in each other's works—be it the subject lines that worked good, the design that was received well, or the CTA that had the maximum clicks. Email marketing encompasses a wide variety of topics spanning everything from creation and design to development and deliverability.  Here's when we from the Zoho Campaigns team found the need to build an email marketing community comprising of seasoned marketers and email geeks who can help each other

      • Email Deliverability Tip #3: Seal the deal with the preheader

        In the last post, we learned about the subject line. Today we'll be learning about the preheader. A preheader is the short text that follows the subject line in an email. The preheader is designed to hint at what your email message is all about. A good preheader should act as a second subject line and convince your contacts to open the email. Now, let's learn the best way to craft a preheader. Your subject line and preheader should work together and accurately convey the gist of your email. Keep

      • Tip of the week 15 - Add subscription-preferences option. Drive more engagement.

        If crafting content for emails, getting creatives done, and running email campaigns is your love, then unsubscribes are the heartbreakers.  You can save your emails from being unsubscribed/trashed by adding a proper subscription-preferences option in your emails (works best at the time of signup). Giving subscribers the option to choose what they want to receive from you and decide how often (frequency of the emails) your emails should hit their inboxes will increase the reach of your campaigns manifolds. 

        • Recent Topics

        • Introducing Zia LLM: Zoho’s in-house Generative AI solution for CRM's AI capabilities

          Hello everyone, We're excited to announce the launch of our in-house Large Language Model (LLM) by Zia to power our AI offerings. What is LLM? LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text based

        • How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

          How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

        • Zoho Desk Validation Rule Using Custom Function

          Hi all, I tried to find the way to validate fields using custom function just like in Zoho CRM but to no avail. Is there a way to do this?

        • What do the Image Sizes mean in Zoho CRM Email Templates?

          Below you can see the image options in email templates: Banner, Fit, Small, Medium, Original, Custom. Can someone from Zoho please share with me: What each is/means? How each will look on desktop AND mobile? How to edit "custom"?  If I choose "Custom"

        • Archive Option in Conversation View

          Hello, I have a suggestion\request to add an "Archive Thread" button in conversation view of Zoho Mail. The best suggestion I have is to put an "Archive Thread" button next to the "Label Entire Thread" button in conversation view. Most users don't just

        • Possible to backdate Stage shifts in Deals module?

          I want to enter my organisation's historical dealflow data into the CRM and it's important that the Stage history is showing the correct dates in the past of when it happened. Is there a way for me to modify the "Modified Time" in the Stage History Related

        • Layout Prompt when creating an oportunity

          Hi There, Is there a way to create a pop-up prompt when I create a new Deal giving me the option of what layout to use based on a certain requirement? So, if the prompt had two options 1. is a new business Deal 2. is a renewal Deal Thanks in advance

        • Conditional layouts - support for multi-select picklists

          Hi, The documentation for conditional layouts says the following: "Layout Rules cannot be used on the following field types: Auto Number Lookup Multi Select Lookup User Lookup Formula File Upload Multi Line" I have a custom module with a multi-pick list

        • Elevating Email Security on Zoho Desk: DKIM Now Mandatory

          Hello Zoho Desk Users! It has been a wonderful journey with you on Zoho Desk. As we welcome 2025, we are strengthening our efforts to ensure a secure and seamless experience for you. To enhance email security, DKIM configuration will be mandatory for

        • How to upload mass inventory quantity adjustment with batch number?

          I wanted to clean-up our inventory list; however, I have trouble performing the task as I don't know how to mass upload inventory adjustment with batch numbers. I don't want to do it manually as there are if not thousands at hundreds of inventory tr

        • Product sale report with margins

          we unable to get the data as per product sale report with margins so we need help in this

        • Amazon.in FBA multiple warehouse integration with Zoho Inventory

          My organisation subscribed to Zoho One looking at the opportunity to integrate Amazon.in with Inventory. But during the configuration, we understood the integration has severe limitations when it involves multiple warehouses in the same Organisation.

        • CLIENT PORTAL (If clients can place orders directly on the portal)

          Zoho client portal is excellent. Everything is there except one thing. Client should be able to place orders directly on the portal. This would enhance the portal and end users will be extremely happy. This suggestion infact came from one of our client.

        • Is there provision to charge the attendees to join the webinar?

          We want to host some webinar of public interest and want to charge them to participate in this. Does this feature in-build in the application? Offcourse, we will be having Razor pay account activated for these purpose.

        • Zoho Vault App for Windows

          Hello, is there a Windows app that can be used to access the passwords saved in Zoho Vault? Thank you

        • Emails take up to 14 hours to arrive and often never arrive at all.

          I've been on hold on your support phone for two hours. I spent an hour waiting to talk to somebody somebody finally picked up. They asked me to give them my ID number and when I found it, they were gone they didn't hang up. They just walked away from

        • Emails take up to 14 hours to arrive and often never arrive at all.

          I've been on hold on your support phone for two hours. I spent an hour waiting to talk to somebody somebody finally picked up. They asked me to give them my ID number and when I found it, they were gone they didn't hang up. They just walked away from

        • Print PO receipt

          Hi I would like to print the PO receipt. There does not seem to be any way to do this. I track batch numbers and printing the PO does not show this. Only the receipt would show the details of the receipt. Currently I print the screen which does not have

        • "We’ve fine-tuned Zoho Inventory..."

          Every day I have this message at the top of my screen. I hit refresh everyday and then the next I see it again. What is being "fine-tuned" on a daily basis?

        • How can the direct link to a ticket be created from ticket #?

          Our agents will be using ZDesk but we will have to create direct link to tickets in another ERP by providing the Desk Ticket # Is there a way to create the direkt links from the ticket # alone? Do we have to use the API to get the direct links?

        • Allow standard layout to be used/edited as a starting point for canvas

          Hello, I would really love to improve the look of our CRM interface using Canvas but we have spent so much time customising the screens already (in standard view) that the thought of starting from scratch and building everything again, field by field,

        • How to link to/displaya png stored in workdrive in a Creator HTML snippet?

          How to link to/display png stored in workdrive in a Creator HTML snippet? I've tried it as a plain external link and as an iframe. The iframe works but is kinda slow...and I'd prefer to be able to do finer-grained positioning but referencing the png as

        • Has anyone built a ticket export that allows Help Center users to export the tickets shown in the My Area list they are looking at?

          Hi, We are moving to Zoho Desk soon. Our current support system displays an option in our help center allowing customers to export their Open, Closed, or all tickets based on which list they are looking at. We need to offer the same in Zoho Desk help

        • Contemplating moving my site from WordPress to Zoho Sites

          Hi Everyone, We currently find ourselves in a situation where we ant to review and update our current sites content. We are small business owners, not developers. We currently use a wide range of Zoho products. We sometimes think about the possibility of either moving or just starting from scratch on Zoho Sites. I would like to know if anyone has done this and of course the things that need to be considered. We have spent quite a bit of time getting our current site positioned organically and I guess

        • Using AVG in SQL Query

          My current SQL Query is: SELECT "Client Info", avg("Revenue") FROM "Funded Deals" GROUP BY "Client Info" The current table that this is creating: Client Info avg(Revenue) Previous 4175 1st - New 3411 1st - Old 3013 Renew 3069 While this works as I had

        • Unified customer portal login

          As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that

        • Tracking Implementations

          We create Opportunities (Renamed Deals) with associated Quotes (renamed Products and Services). When we close the deal, we want to be able to track the implementation of each product separately. For instance, the client may have ordered Item A, Item B

        • Is this link the transparent pixel used to track opens?

          Could someone please help me identify this highlighted link? It is automatically created by Zoho and a lot of contacts receiving campaigns will click on this link. I don't believe that it is the "update your preferences link" because on the Link Clicks

        • Zoho desk desktop application

          does zoho desk has a destop applicaion?

        • How can I view Help Center articles in 'Sandbox' mode?

          I have published some help center articles but when I try to preview the knowledge base page, it says 'We have no content to display'.

        • Is this possible with Campaigns?

          My company is currently moving CRM's from Monday to Zoho One. Currently, our marketing lead process is send out 7 sms messages over 14 days if the lead is in a certain status. If we don't get a response the lead is put into a "Closed" status. Do we buy

        • Tracking leads through the sales process

          Our leads are being generated via paid google ads and are arriving to us with UTM data showing lead sources, campaign mediums and campaign names. I want to track the progress of those leads as they migrate through our sales funnel while maintaining a

        • Error 403: Forbidden When Updating Email Signature via API

          Hi Zoho Desk team, First, congratulations again on the excellent Zoho API. But, I’m encountering an issue while attempting to update an email signature via the API. Whenever I make a request to update the signature, the response returns an HTTP 403 Forbidden

        • Opening & working multiple tickets

          We work in multiple tickets at the same time. Currently to do this, we have to open multiple instances of Desk.  Is there a way to do this by just opening multiple ticket tabs within 1 instance of Desk?  

        • Different content per social media account..

          Is there a way to add different content per social media account on one post?

        • Merge tickets

          Hello, I am attempting to merge two tickets; however, the option to merge does not appear to be available. Could you kindly confirm if this feature has been relocated or removed? Additionally, could you please provide guidance on the correct process to

        • Add "Merge by Ticket ID" Option on Ticket Screen

          Dear Zoho Team, We would like to request a new feature for the ticket interface in Zoho Desk. Specifically, we propose adding a button to the ticket screen that allows users to merge the current ticket with another ticket by directly providing the second

        • Using tickets to train Zia

          Hi Team, I would like to know if there is any way that Zia can also learn from previous tickets in addition to the articles from the knowledge base. Since we have most of our knowledge curerently in the tickets and that this is hard to combine into a

        • Unable to delete Junk Lead and Not Qualified from the Lead Status field

          Are Junk Lead and Not Qualified default fields or something that cannot be deleted? I have gone into the Leads module and made sure there are no records using these values. Other values have a minus sign that allows me to remove them, but these two fields do not have that option.

        • Welcome Link Expired

          Hi The links sent to the users didn't get clicked on in time and now all the links have expired. Is there a way to send a new link without deleting them and re-adding them>

        • Next Page