[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

        • I want to create a mailing list, NOT a group.

          Can I create a mailing list in Zoho mail? I just want to be able to make a list of email addresses and give the list a name. Then when I type the list name, the list of email addresses will be automatically listed. When I create a group it sends an email

        • how to download all my files

          We are in the middle of zoho docs to zoho workdrive migration. I can not access my zoho docs page. I get redirected immediately to a zoho workdrive page. I would like to download all my files so that I have a backup in case something goes wrong with the

        • Read webpage - MSXML2.ServerXMLHTTP

          I have the following VBA script, put together from various sources (mainly zoho forum/help/support, so it once worked, I guess): private Sub GetListOfSheets() Dim url As String Dim xmlhttp As Object Dim parameters As String Dim html As String range("B1").value

        • Export Invoices to XML file

          Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities

        • no me llegan los correos a Zoho mail

          No puedo recibir correos pero sí enviarlos, ya hice la modificación de MX y la verificación de teléfonos, qué es lo que ocurre? gracias

        • Group Calendar as Default for adding new events, etc?

          Hi, I want to make the group calendar (that I created, if that makes a difference) the default for anything new I add to the calendar. How can I do that? thanks.

        • Bookmark Loading is Buffering

          Hi, i clicked on the bookmark tab, around yesterday and since then it's been constantly buffering and doesn't allow me to access the mail's i have tried login in and out but of no help also trying to share a screenshot of the issue around 232 kb size,

        • Zoho Webinar custom registration fields into Zoho CRM

          I am pushing webinar registrations into zoho crm as leads and this is working fine. I have added a few custom fields to my webinar registration and I wish for these fields values to get mapped into the resulting CRM lead record. I am not seeing anywhere

        • GitLab Extension for Zoho Desk: Connecting support and development for faster resolutions

          Hello everyone! We’re excited to introduce the GitLab Extension for Zoho Desk, an integration that bridges the gap between support and development teams. This allows tickets to be converted into actionable GitLab issues for faster resolutions, better

        • Download Google Drive Shared Image/File Using Deluge – Complete Guide

          Download Google Drive Shared Image/File Using Deluge – Complete Guide When working with Google Drive share links inside Deluge, many developers face a common challenge: 👉 How can we download a Google Drive file directly using Deluge? This article explains

        • How to update Acuity appointment fields from Zoho Flow?

          Hi, I need help with Zoho Flow → Acuity Scheduling integration. What I’m doing Appointment created in Acuity Zoho Flow creates a Zoho Calendar event I want to send the Zoho Calendar Event UID back into Acuity (into a custom form field) This is so that

        • When will Zoho Learn be able to support SCORM files on the mobile app?

          When I click the SCORM content, I just get a message saying it's not possible yet. Yet implies that it will be coming soon. All I'm asking for is a realistic timeline so I know whether or not to invest my time in using it. If it will be soon, then I will

        • No horizontal scroll bar in reports

          Hi support team, I created a pivot table report which contains many columns (in my application about 15). The problem is that there is no bottom scroll bar to display colums that does not fit within the browser page. I saw that it was possible to resize colums, but colums sizes are not saved within the session. So could you add scroll bar, and eventually make colums sizes stored in the user session ? Best regards,

        • Zoho Map integration tasks have changed - you need to "Locate all instances of Zoho Map integration tasks in your Deluge scripts by searching for the v1 marker... before 16 January 2026"

          Details of an issue specific to Zoho CRM + Deluge Functions (originally posted in this forum) can be found here: https://help.zoho.com/portal/en/community/topic/zoho-map-integration-tasks-have-changed-you-need-to-locate-all-instances-of-zoho-map-integration-tasks-in-your-deluge-scripts-by-searching-for-the-v1-marker

        • filter broke my data

          I uploaded a file recently from Sheets and it has top 2 rows frozen, with table headers in second row and each one is filterable. somehow my first 2 columns became unfiltered and no matter what I do I cannot reapply the filter?? also didn't realize they

        • Request to remove domain "greentechcoatings.vn" from previous Zoho account

          Hello Zoho Support, I would like to register the domain "greentechcoatings.vn" in my new Zoho Mail account, but I receive the message "This domain is already associated with another account". Please remove the domain from any previous/unknown account

        • Trigger actions in third-party apps using Zoho Flow

          Greetings, I hope you're all doing well. We're excited to share an enhancement to Bigin's workflow capabilities. Zoho Flow Actions are now available in Bigin, enabling you to automate tasks across third-party applications directly from your workflow and

        • Enroll, Script, Win: Hackathon 2025!

          Hello CRM Developers! Are you ready to create some magic with Client Script, Widgets and Functions in Zoho CRM? Let’s make Hackathon 2025 an unforgettable adventure! The Zoho Developer Community Hackathon 2025 is here, and it’s your time to shine! REGISTER

        • Zoho Help Desk - Not receiving emails

          Hello… I am on your trial version of help desk… and I am having trouble getting emails from Zoho Help Desk to my MS Outlook Exchange Server… So when a customer sends ticket request I am not getting an email with a notification? I have read your articles

        • Almost all Flows are being queued

          A few days ago I saw one of my Flows status was Queued. This was the first time this had ever happened. Now, almost every Flow that triggers is Queued for at least a few minutes. If I re-trigger the Flow (which causes separate problems) they sometimes

        • Employment Contract / HRMS Documents - Zoho People

          How do I create customized HR documents for disbursal from Zoho People ? Example, say offer letters ? appointment letters ? Memos ? We want to be able to preset these in one or ther other form and issue them to employees who are in Zoho People.

        • Send Zoho Forms Link using Zoho CRM Email Templates

          I have set up Zoho Forms and CRM integration to pre-populate data from Zoho CRM to Zoho Forms. The setup is working fine. I have also created an email template in the Zoho CRM deals module to send Zoho forms links. So when I send an email using that template

        • Live webinar: Craft and deliver impactful slides with Show’s desktop apps

          If you love the comfort of working on your desktop and want a setup that keeps you focused and uninterrupted, this session is made for you. We’re excited to invite you to our upcoming live webinar: "Craft and deliver impactful slides with Show's desktop

        • Enhancements to Bigin's forms

          Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin's forms. We'll go over each one in detail. Merge field support in auto-filled forms The auto-fill option in Bigin's forms lets you predefine

        • Table dimensions

          I try changing the dimensions of the table on my computer but it doesn't change. Do I have to be a premium member or does it only work on the app?

        • Direct link to Record Summary

          Hi everyone, In one of my reports, I have built a Record Summary template to display the details of one record. I would like to be able to link directly to this Record Summary once I submit a new record, without having to go to the list of records first and click on View. Is there a possibility to do so ?  Should I use the URL by passing some parameters ? Thank you very much for your help ! Guillaume

        • Amendment effective date

          Hi everyone, I noticed that the amendment effective date mentionned in my amendment is not right. Indeed, when a contract is amended several times, it states the previous amendment and their effective date. However, the effective date stated is always

        • STOCK history in zohosheets

          is it possible to get historical stock value using stock function in zoho sheets? i could not see from and to period in the helper document.

        • Auto sync Photo storage

          Hello I am new to Zoho Workdrive and was wondering if the is a way of automatically syncing photos on my Android phone to my workdrive as want to move away from Google? Thanks

        • Zoho Desk Training

          Hello, We've had Zoho desk for a while now, but we run into issues occasionally, and I was wondering if there was a customer who currently uses it and really enjoys the functionality, that would be wiling to chat with us?

        • Introducing parent-child ticketing in Zoho Desk [Early access]

          Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child

        • Text/SMS With Zoho Desk

          Hi Guys- Considering using SMS to get faster responses from customers that we are helping.  Have a bunch of questions; 1) Which provider is better ClickaTell or Screen Magic.  Screen Magic seems easier to setup, but appears to be 2x as expensive for United States.  I cannot find the sender id for Clickatell to even complete the configuration. 2) Can customer's reply to text messages?  If so are responses linked back to the zoho ticket?  If not, how are you handling this, a simple "DO NOT REPLY" as

        • Agent password reset

          Hi Zoho support, I would like to ask if there is a way the admin can reset a password of an agent? Regards

        • Can receive but not send messages in Zoho Mail

          Hello! I was able to configure my email client successfully in that I can receive messages just fine. However, when I send messages out, they seem to go out fine (I don't receive any errors or anything), but the recipient does NOT receive those messages.

        • Mail is sent twice!

          Been using Zoho for a while now. Installed Zoho for someone else and some weird things are happening. Mails are being sent twice. He is using Thunderbird as an email client. I already read about email being duplicated in the sent folder. But in my case

        • Can't login IMAP suddenly

          Since this evening I'm getting the error: You are yet to enable IMAP for your account. Please contact your administrator... IMAP always been enabled in my account and was workign fine for the past 7 years. Already tried turning IMAP off and on again.

        • Sending of username did not succeed: Mail server pop.zoho.com responded: User already specified

          I am having issues receiving emails from Zoho in Thunderbird. I am getting the above error. The first error tells me Authentication failed, and prompts me to enter in my password. Then I get the above error. I can receive emails when I log in online to

        • Bug tracking

          Hi, does anyone know how to track errors during picking or packing? This way I can keep track and see how to improve and prevent errors in this area.

        • Exact match in name when searching workdrive

          Hello, I am wondering how to search workdrive files/folders with an exact match in the name. For example, when I search across folder with the url param search[name]=someName, I get multiple results such as "someName", "someNameAndMore", or "someName

        • Flow - Fetch info from drop down in another module

          I am running into a road block which I thought would be a simple task. My goal - The account is assigned to a "route" which can be selected from a drop down menu and adds a tag to the account accordingly (easy enough). Now when I create a task for this

        • Next Page