Important: Zoho Campaigns updates on features and functions

Important: Zoho Campaigns updates on features and functions

Note: Based on our users' and partners' feedback for the below post, we have reverted all the changes mentioned here. We sincerely apologize for any inconvenience caused. Please read this post to understand our goal behind these changes and what's our way forward. 

Hi everyone! We hope you are all fine. For a while now, we at Zoho Campaigns have been considering shaping the product solely into an email marketing platform. So, we'd like to notify you that we're discontinuing a few features in Zoho Campaigns while retaining the features that will make our customers' journeys more effective. We have decided to make the updates as we believe that the alternatives available will eliminate redundancy in usability.

Discontinuation doesn't always equate to drawbacks—it also means moving towards achieving something good. Along these lines, by removing a few features and focusing only on the most relevant ones, we believe we're providing you with the most efficient version of Zoho Campaigns yet.

We realize that all these updates might cause you to have a few questions, but don't worry—our support team is here to answer them. We've also curated a Frequently Asked Questions page that will address many of your questions regarding the updates.


Features that are being removed

Automation
  • Automation Autoresponders except the Date-field autoresponder
  • Reminder loop
  • Send SMS
  • Send Survey
  • End-of-Workflow actions
  • Three-way condition
  • Move to end of workflow
Campaigns
  • Social Campaigns
  • SMS Campaigns
Email Campaigns
  • Chain Campaign
  • Child Campaign
  • Send to other list
Advanced Campaigns
  • Form Campaign
  • Coupon Campaign
Content Approval

Export Policy

Reports

Integrations
  • Google Contacts
  • MS 365 Contacts
  • PayPal
  • Unbounce
  • All SMS integrations
  • Social integrations (Facebook, Twitter, LinkedIn, Tumbler)

Details of Zoho Campaigns' changes

Automation

Automation aims to increase the efficiency of tasks, thus we have stopped a few features in workflows and a few types of autoresponders. We've done this to eliminate redundancy.

Autoresponders

Autoresponder types
  • Signup-based
  • Closed group
  • Calendar
  • Email action
  • Smart series
  • Cyclic
We're discontinuing the above autoresponders from April 20, 2021 because you can achieve similar objectives using Workflows. With the exception of the Date-field autoresponder, you won't be able to create or launch any new autoresponder-based activity after the above mentioned date

However, you will be able to run the live autoresponders and view their reports till June 30, 2021.

Workflow

  • Reminder loop
  • Send SMS
  • Send survey
  • End-of-workflow actions
  • Three-way condition
  • Move to end of workflow
We're stopping the above workflow components on March 24, 2021, so you will not be able create workflows using these components after that date. However, you can still view and edit your currently activated workflows containing these components till then. After this date, you will not be able to view any reports related to these components.

Campaigns

Social Campaigns

You won't be able to create social campaigns from April 20, 2021. You will be able to run and edit your existing active campaigns and check reports related to all your social campaigns till then. After this, none of these functionalities will be available to perform. However, you can manually share the email campaigns on your social media wall or use the public URL that we will generate for you.
If you want to continue using Social Campaigns, you can opt for Zoho Social, our platform specifically designed for social media.

SMS Campaigns

You will not be able to create new SMS campaigns after June 30, 2021. All your currently active SMS campaigns will be supported in Zoho Campaigns till then. You can edit existing campaigns and view reports associated to SMS campaigns only till June 30, 2021.

We've stopped this service to make Zoho Campaigns a more efficient singular marketing platform. If you are user of SMS campaigns in Zoho Campaigns, we advise that you shift to our multi-channel marketing platform, Zoho MarketingHub, which helps you do end-to-end marketing for your business.

Our team will help you effortlessly migrate all your data to Zoho MarketingHub, so there's no need to worry about this transition. We'd like to assure you that all the features supported in Zoho Campaigns will be supported in Zoho MarketingHub as well.

The following features (Email Campaigns and Advanced Campaigns) will not be supported in Zoho Campaigns from March 24, 2021. We are stopping these features as they were a little redundant and confusing for our users. We have included alternatives for each one below.

Email Campaigns

Chain Campaign and Child Campaign

Chain campaigns and child campaigns allowed you to send follow-up emails to contacts based on their engagement patterns. However, from March 24, 2021, you will not be able to create new chain and child campaigns. Your existing campaigns will be supported till June 30, 2021, and up to this date you will also be able to view reports associated to both chain and child campaigns.

While these two features will be stopped in Zoho Campaigns from June 30, 2021, you can continue achieving behavior-based engagement by using our workflows feature.

Send to other list

You previously opted for "Send to other lists" when you wanted to send the same campaign to different lists over and over. Since you can achieve this by cloning your campaigns and sending them to the other lists, we've decided to stop this feature from March 24, 2021.

Advanced Campaigns

Form Campaign

Creation of form campaigns will be stopped after March 24, 2021. In the future, you can directly add your signup forms to your email campaigns. The removal of form campaigns will eliminate redundancy from Zoho Campaigns and simplify organic list building.

Coupon Campaign

We are currently reworking this feature so you won't be able to create any new coupon campaigns after March 24, 2021. However, we'll relaunch the feature soon for you to experience better email marketing.

We know that coupon campaigns are aimed at increasing engagement among email recipients. They can be the perfect incentives while sending out an ecommerce campaign. So, we are not discontinuing this feature but instead simply making it better for your email marketing experience.

P.S. Going forward, you will not be able to create any campaigns using these features. However, the email campaigns that have these features associated will continue to run until June 30, 2021.

Content Approval

We are reworking our content approval feature, so it won't be available in Zoho Campaigns from April 24, 2021. However we will relaunch it soon so that you can seamlessly create engaging email content for your subscribers.

Export Policy

This new update will allow you to configure export policy every time you export leads as opposed to the old method where you needed to do this at the organizational level.

Reports

Google Analytics

We're planning to rework this integration and relaunch it in the future. However, you'll be able to view these reports till June 30, 2021.

SMS campaign-based report

Since we are aiming to shape Zoho Campaigns solely as an email marketing platform, we won't be providing service related to SMS campaigns after June 30, 2021. You will still be able to view these reports till then.

Integrations

  • Google Contacts
  • MS 365 Contacts
  • PayPal
  • Unbounce                                                                                                                                                                                               
The above integrations will be discontinued from March 24, 2021. If you've already set up any of these integrations, you can continue to use them till June 30, 2021. 
  • All SMS integrations - All SMS integrations will be discontinued from June 30, 2021
  • Social integrations (Facebook, Twitter, Linkedin, Tumblr)- You won't be able to integrate with social platforms from APRIL 20, 2021. However, you can see your previous campaigns reports until June 30, 2021.        
Check out our Frequently Asked Questions to learn more 

What's the way forward?

We can understand you might have a lot of doubts regarding these updates, so we ask that you check out our Frequently Asked Questions, which will have all the necessary answers related to the updates.

If you have any questions related to pricing and data migration, feel free to contact our support team. We're always there to help you have the best Zoho Campaigns experience.





      • 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

        • MS Teams Meeting to Zoho CRM

          Has anyone figured out a good way to push MS Teams meeting info on a trigger of "meeting end" to Zoho CRM? We're looking for a way to take attendees of a meeting and meeting duration and push it into Zoho CRM after the meeting has ended. If I can just

        • Creating Layout Rule With Formula Field

          By The Grace Of G-D. Hi, I see that i cannot use Layout Rules to show/hide Formula Fields. Is that something you plan on adding sometime soon?

        • Using the "Like" operator in Custom Formula

          HI there, Can someone please explain the way to use the "LIKE" operator in an IF statement to compare strings? I have tried the following but am not getting the results I'm after. if( "CurrentStatus" like 'Rejected*','Unsuccessful','Pipeline') Thanks Matt

        • Zoho CRM Two currencies on one record

          Hello all, Our country is planning to transition to Euro from our local currency. The government is planning to mandate that all companies show their invoices, quotes, etc. in both currencies for a period of one year in order to protect from speculation.

        • Combine / merge multiple invoices into master

          Good morning Zoho! Upon looking for a solution for my issue, I found many that had my similar problem...dating 13 years ago! Please, any updates on this? Merging multiple invoices on a Master Invoice would alleviate all the extra work of resending and

        • Free Webinar Alert! Productivity Hacks that you don't want to miss on June 24

          Hello Zoho Community! Want to work smarter and get more done with Zoho Mail? We’re here to help! Join our interactive webinar to explore powerful Zoho Mail features that can boost your productivity. Watch live demos, learn helpful tips, and take part

        • Web Clipper cannot save to collections

          With the recent update that added collections, i am unable to use the web clipper to save to a collection

        • Set File Upload fields as mandatory

          Currently the CRM for some reason lacks the ability to set a file upload field as mandatory So we have an issue We have a requirement that before a Deal stage is set as Deal is Won the member needs to upload a file Now for some weird reason in Zoho I

        • sort by name is always z to a

          I typically keep my notes in alphabetical order. Suddenly they are all backwards - z to a. They stay that way whether I select a to z or z to a. Is there a way to fix this?

        • Project Management Bulletin: June, 2025

          Our project management suite's representatives have been busy socializing with global customers in the USA (Zoholics) and Australia (roadshows). We also had multiple stop overs at our customer’s establishments and were glad to see the efficiency our products

        • How to get values from both tables in Join in COQL query in Zoho API

          In this below query I can get value either from Deal Table or from Contact table. If I wanted data from both the table it is not working. Can you please help me with this. Thanks in advance. {     "select_query": "select ,A.Deal_Name,B.First_Name,B.Last_Name,

        • Agenda For Zoholics Benelux & Nordics 2025

          Dear Zoho Benelux community, We are pleased to announce the agenda for Zoholics Benelux & Nordics 2025 on September 23-24 at NBC Congrescentrum in Nieuwegein. The topics of the presentations are: Zoho innovations in the region and worldwide The introduction

        • How to query Deal "Stage" "Is Open" in Analytics SQL?

          How do I query this "field" in Analytics? What is going on? It seems like there is another 'mapping' somewhere but that it is inaccessible with raw sql??? If I query "Stage" Like '%Won%' I get a wildly different number than I do when I manually filter

        • CRM notes

          I want to be able to add notes to a task that do not necessarily get rolled up into an account or contact.   For example, I tasks to work on a Court Order for John Doe divorce account.  There might be lots of updates (in the form of notes) that employees

        • Multi-Select lookup field has reached its maximum??

          Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?

        • Enhanced Candidate Portal: Now Featuring Federated Login, Passwordless Access & MFA

          You can now enhance your Candidate Portal experience with Federated Login, Password less Sign-in and Multi-Factor Authentication (MFA). These features offer greater flexibility and control—allowing seamless sign-ins through trusted platforms and adding

        • How do I edit the Calendar Invite notifications for Interviews in Recruit?

          I'm setting up the Zoho Recruit Interview Calendar system but there's some notifications I don't have any control over. I've turned off all Workflows and Automations related to the Calendar Scheduling and it seems that it's the notification that is sent

        • Important! ZipRecruiter Sponsored Posting Plan Changes in Zoho Recruit

          Greetings, We’re reaching out to inform you about an important upcoming change to the ZipRecruiter Sponsored job board integration within Zoho Recruit. What’s Changing? Starting June 1, 2025, Zoho Recruit will be updated with ZipRecruiter's latest pricing

        • WhatsApp pricing changes: Pay per message starting July 1, 2025

          Starting July 1, 2025, WhatsApp is shifting from conversation-based pricing to per-message billing. That means every business-initiated message you send will count. Not just the first one in a 24-hour window. Pricing updates on the WhatsApp Business Platform

        • Action requested: Retain your sales journey configuration in Path Finder

          Dear Customers, We hope you're well! As you might know, we're completely overhauling our journey management suite, CommandCenter, and are in the last leg of it. As a means of getting ready to go live, we will be announcing a series of requests and updates

        • Custom View and Custom Fields

          Hi We have custom fields that we need in the Sales\Customer module and we would like to have the fields available to view in the Bills module so that we can add them to a custom view, is that possible? That way we can look at the Bills screen to see what

        • Missing Fields in Lead Conversion Mapping

          I’ve been using Zoho CRM since 2013 to manage leads and convert them into contacts and jobs. When I convert a lead to a customer, I create a new contact and a job. Previously, this process automatically transferred key information from the lead to the

        • Can I write a check in Zoho Books with no associated bill?

          This currently does not seem possible, and I have a client that desperately needs this function if I am able to convert them with Quickbooks. Thank you in advance for your reply. 

        • Automation#35 : Auto-Add Comments under the Owner's Name in Tickets via Macros

          Hello Everyone, This week's custom function provides simple steps to configure a Macro for adding comments to tickets with the name of the Comment owner. When managing tickets, you can use the Comment feature to communicate internally with your team and

        • Subfrom Changes are NOT included in Audit Logs and Timeline

          In the Timeline the subform changes are not tracked We have an important custom module for Recording Pricing Information It has a subfrom, now if Changes are made to the subform fields they are not shown in the timeline, ONLY the aggregated fields This

        • Tracking Emails sent through Outlook

          All of our sales team have their Outlook 365 accounts setup with IMAP integration. We're trying to track their email activity that occurs outside the CRM. I can see the email exchanges between the sales people and the clients in the contact module. But

        • Changing Link Color

          When I create a link from a block of text, the text color changes to a color i do not want. After scrolling through the CSS and HTML files I cannot find the setting for the link color. Changing the link color word by word seems inefficient and must be a setting somewhere? Greg Aanes 2109 Queen Street Bellingha WA USA

        • Content Management System

          Is there any plan to develop a CMS application that allows us to manage all of the ZOHO services such as Writer, Sheet, and Planner? Besides that, it would be nice to manage the files and logs of WebNMS using SOA. Otherwise i'll try to make it. Thanks, Takash F

        • [Product Update] Locations module migration in Zoho Books integration with Zoho Analytics

          Dear Customers, As Zoho Books are starting to support an advance version of the Branches/Warehouses module called the Locations module, users who choose to migrate to the Locations module in Zoho Books will also be migrated in Zoho Analytics-Zoho Books

        • How do I pause or halt a running campaign?

          Hi, I set up an A/B campaign - and after testing, scheduled the campaign, I noticed an error in the subject line and had to pause or halt the campaign 'mid-flight' - could not find this, and the only option was to delete the entire campaign to halt the send (it was an emergency). Is there a campaign Pause or Stop function/button? I could not find it - am I missing something? (Thank you for your help  - I searched the resources and could not find an answer)

        • Data Integration Platform

          Hi, Is anyone aware about a data integration platform like Dell Boomi that can work with Zoho Support? Any help will be higghly appreciated. Thanks Kunal

        • Always display images from this sender – Is this feature available?

          In Zoho mail, I had my "Load external images" setting set to "Ask me", and that's fine. That's the setting I prefer. What's not fine though is I always need to tick "Display now" for each email I get, regardless if I've done that multiple times from several

        • Payroll In Canada

          Hi, When can we expect to have payroll in Canada with books 

        • Real-Time Alert or Status Indicator for WhatsApp Connection Issues in SalesIQ

          Hi Zoho Team, We’d like to request a feature enhancement in Zoho SalesIQ related to WhatsApp integration stability and visibility. Recently, we encountered a critical issue where our WhatsApp bot stopped responding to messages without any warning or alert

        • Filter Images in Work Drive

          Hi, what is the best way to be able to filter files by multiple descriptions, for example, the name of a person in the photo as well as, an item in the photo and other descriptions? With labels it looks like you can only select one label at once but this

        • Zoho Projects API 100 requests/2 min. Limit

          Hi Requesting clarification on the API documentation. "You can invoke or call an API for 100 times in a span of two minutes. If you invoke more than 100 times, the particular API request will be locked for the next 30 minutes. " Does this limit apply

        • How to delete Inactive users?

          We want to delete inactive users from our system, but went you deactivate still the names are shown at the inactive section. How to get really rid off these names? Thanks for your response! Fabian van den Barselaar

        • Marketer's Space: Bookmarks by Zoho Campaigns

          Hello Marketers, In this week's Marketer's Space, we'll look at a simple yet powerful feature that makes a big difference in your workflow: Bookmarks. Bookmarks is a built-in feature in Zoho Campaigns that enables you to create a personalized library

        • Contact Segments with multiple CRM modules

          Hello, We have a somewhat unique setup in our system involving various components: Contacts, Accounts, Deals, and a couple of custom modules named Properties and Audit Logs. We're looking to implement a notification system via SMS and Email specifically

        • Cannot reorder fields in Page Layout in Expenses and Purchase Requests

          It is very inconvenient that the custom fields in Page Layout cannot be re-ordered. The only way is to remove the fields and re-create them; however, it is impractical. This would affect the reports and dashboards we are having. Not able to re-order the

        • Next Page