Important: Zoho Campaigns updates on features and functions

• Topic Participants

• Susmit Sen

  

• Brett Martin

  

• Christian Goebel

• Kate Dixon

• Chad Tully

• Sticky Posts

• Marketer's Space: Proven tips to improve open rates – Part II

  Hello Marketers! Welcome back to another post in Marketer's Space! We're continuing from where we left off a fortnight ago. We ended the previous post discussing the subject line, and we'll continue from there. Let's dive right in. Pre-header Pre-header

• 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

• Recent Topics

• CRM: hosting a single html file in Zoho and displaying it as a widget

  I have seen that CRM offers the option of uploading a web project to Zoho itself and displaying it as a widget in CRM. The instructions then talk about setting a development environment with Node and developing an application to upload to Zoho. But I

• How to change position button transtition of Blueprint?

  Hi Everyone, Look at my screenshoot, it is possible move the reject button to the right? I couldn't find that setting in the blueprint. Thank you.

• Multi file upload

  Hi, I just wonder if one could upload multiple files in one shot, say between one and three files, without adding multiple File Upload fields? Thanks, Alalbany

• Sorting Descending in a lookup

  I have a case number lookup on multiple forms. I need the most recent added to appear at the top of the lookup or as the list of cases grom it's too much to scroll. Is there a way to have a look up sort descending?

• Auto-upload Creator Files to WorkDrive

  Hi everyone, I’m working on a workflow that uploads files from Zoho Creator to specific subfolders in Zoho WorkDrive, as illustrated in the attached diagram. My Creator application form has two multi-file upload fields, and I want—on successful form submission—to

• Asap Widget 2.0

  Where's the documentation for the new ASAP widget? https://www.zoho.com/desk/developers/asap/#introduction this one is outdated How can we dynamically navigate between different views? How can we prefill ticket forms using ASAP 2.0?

• Can the Trigger be changed?

  I'm afraid I already know the answer, but here goes... After activating a workflow (under Campaigns > Automations), Then later choosing to Edit the workflow, Can the Workflow's Trigger be changed? Currently the entire Trigger section + options are gone

• Marketer's Space: Proven tips to improve open rates – Part I

  Hello Marketers! Welcome back to another post in Marketer's Space! In this week's post, we'll discuss the ever-important concept of open rates. This will be a multi-part series, as we have a range of topics to cover. Open rates—which measure the percentage

• Can't send nor receive emails on my external email accounts since this morning

  Greetings, I have two external accounts integrated into Zoho mail through POP3 + SMTP. These accounts have always worked normally since the day I've set them up. Starting 10:30 AM this morning (Western European Time) both suddenly stopped sending and

• Creating Custom PDF Template from Form

  I am trying to create a custom PDF from form submissions. I have the standard subscription and it indicates that PDF forms are included. I cannot find anywhere to create PDF forms. I try to follow the instructions from here: https://help.zoho.com/portal/en/kb/forms/form-settings/pdf-settings/pdf-editor/articles/creating-your-own-pdf-template#Creating_your_template_from_the_scratch

• Important Update: Facebook Metrics Deprecation & Impact on Zoho Analytics

  Dear Zoho Analytics users, Facebook has deprecated a set of metrics from the Facebook Pages Insights API, effective November 15, 2025. As a result, these changes will affect any reports and dashboards in Zoho Analytics that rely on Facebook Pages data.

• Introducing Zoho MCP for Bigin

  Hello Biginners! We're excited to introduce Zoho MCP for Bigin, a completely new way of interacting with Bigin data using AI. With Zoho MCP, you can securely connect your Bigin account with popular AI tools like Claude, Cursor, Windsurf, and VS Code,

• MCP > Creator connection failing with Claude

  I'm trying to get claude to access any of my Zoho Creator apps and it keeps failing. I have enabled all tools for creator and ensured in claude settings that everything is authorised. Here is what claude says : Unfortunately, the error messages I'm receiving

• Is it possible to sync data every 5–10 minutes in Zoho Analytics (CRM or Excel imports)?

  Hello Team, I want to know if Zoho Analytics supports near real-time syncing of data from different sources. My requirements: I am importing data from Zoho CRM → Zoho Analytics I also have some datasets maintained in Excel/CSV I want both data sources

• Feature Request: Dynamic Dimension Control for zc_LoadIn Popups

  As detailed in this community discussion, Zoho Creator's zc_LoadIn parameter is a vital tool for opening components (forms, reports, or pages) in modal dialogs via HTML snippets, Notes, or Rich Text Fields. While powerful, this feature suffers from a

• Subforms in stateless forms

  I think the title says it all. We need to be able to add subforms to stateless forms. Currently the only workaround is to create a Form and delete each record upon submission of the form. I need to build an interface to update our inventory. Basically

• Text wrap column headers in reports?

  Is it possible to auto wrap column headers so that a longer multi-word header displays as two lines when the column is narrower than the width of the header title?

• What’s New in Zoho Inventory — Latest Features, Integrations & Updates | December 2025

  Zoho Inventory has evolved significantly over the past months, bringing you smarter, faster, and more connected tools to streamline your operations. Whether you’re managing multichannel sales, complex fulfillment workflows, or fast-moving stock, our newest

• Marketer’s Space - Multi-Channel Campaigns for the Biggest Shopping Week with Zoho Marketing Automation

  Hello marketers, Welcome back to another post in Marketers Space! The biggest shopping week of the year is almost here, and it’s your moment to shine without the stress. With Black Friday and Cyber Monday just around the corner, being present across email,

• Pricing Strategies: #5 Stay local, Price & Sell Global

  Arun had always dreamed of taking his handmade craft business beyond his hometown. For years, he sold locally. Most of his customers are familiar faces, in our usual currency and with the exact expectations. But one day, a traveller visited his workshop

• No feedback from Zoho Books regarding Yodlee feeds for Investec

  I reported on 6 Feb 2025 that the Bank Feeds for Investec bank via Yodlee are not working. To date there has been no resolution. You are charging us for a suite of products where the functionality does not work. Please advise how you will refund me for

• Service One. Bill Another. Zero Hassle.

  In field service operations, one challenge often comes up: the person who needs the service isn’t always the one who pays for it. Think about tenants vs. property managers, corporate offices vs. their finance departments, or school buildings vs. central

• Presenting ABM for Zoho CRM: Expand and retain your customers with precision

  Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers

• Can Zoho Flows repeat Actions more than once?

  I'm attempting to make an intentional Zoho Flow loop using the below layout. However, when "WithinLimit" condition is met, the program fails to execute the action "Get & Add Request Co..." again. Is this by design? Is Zoho Flows unable to repeat actions

• Video interviews not compatible on mobile

  Hi Zoho,  The 2-way video interview feature you have added to Recruit would be great if the candidate was able to use the link to the video on a mobile phone, it doesn't work on Samsung browser, it doesn't work on chrome/firefox mobile version of browser,

• Zoho Desk View Open Tickets and Open Shared Tickets

  Hi, I would like to create a custom view so that an agent can view all the open tickets he has access to, including the shared tickets created by a different department. Currently my team has to swich between two views (Open Tickets and Shared Open Tickets).

• Enviro Recycling EHF Fee's

  ​​I'm in Canada and each province has it's own recycling program with it's own fee's. There are numerous categories that electronics fall into and each category has a taxable rate applied to it. I need a way to be able to apply the correct rate depending

• Zoho Desk API - Influence which layout is used

  Hello, how can the ticket layout be changed using the API? I would like to choose the layout directly when creating the ticket. If this is not possible, my question would be how can I change it afterwards? Best regards, Sven

• Has CSS Changed for Common Elements?

  I noticed today that the standard title headings on my Forms and Reports display smaller in size than before. Google Dev Tools (attached), seems to confirm my suspicion. Something appears to be overriding the 1.375rem to 1.125rem. The font size on the

• Text field alignment

  Is it possible to align text in the text field? Or even better, is there a possibility to have a field which accepts only numbers?

• email moderation issue when email is sent in the name of a mail group

  Symptom: an email that is sent by a mail group moderator in the name of a moderated mail group is held back for approval. Reproduction: Create a moderated mail group with members and moderators. Allow that mails can be sent in the name of the group (extended

• Pipeline in Custom Modules

  I love the way the Sales Pipeline looks and functions with reports. I would like to add the save pipeline features and visualization to a custom module, however, I only see that these pipelines are only available for the Deals module. Is there a way to add pipelines to custom modules?

• Tip #53- Remote Billing: Your End-to-End Billing Solution in Zoho Assist- 'Insider Insights'

  Manual invoicing, after every remote support session, can be time-consuming and often error-prone. As an MSP, IT admin, or even a freelance support technician, it may become overwhelming to keep track of session time, service rates, and client invoices.

• Record history and ticket interaction tab in contacts and accounts

  Hello everyone! We have improved the History tab to help users trace updates in the interaction activity logs of the Contacts and Accounts detail pages in the Customer Module. This enhancement make it easier to get clear details about who made each update,

• Is there an API to "File a Ticket" in Desk

  Hi, Is there an API to "File a Ticket" in Desk to zoho projects?

• Keyboard UX for Assemblies

  The new Assembly module has a counter-intuitive behavior that ought to be corrected. When an Assembly is ready to be entered, there are two options given, the blue-highlighted "Assemble" and the gray "Save as Draft". This correctly implies that the normal

• Why can't I see images uploaded by other users in the Library for Campaigns

  We are several users of zoho Campaign. I have uploaded visuals of our company, but my team members can't see them.

• zoho sheet stuck

  I Need help. ZOHO sheets stuck on the loading screen. I've already deleted the system cache and cookies of my browser (google chrome) but it's still not opening. 

• Tip of the Week #78 – Cut response time with multichannel shared inboxes

  If you’ve ever felt your team juggling between multiple email accounts, social pages, and chat apps just to reply to customers, you’re not alone. Managing conversations in multiple channels can quickly turn messy. Important messages across inboxes, replies

• Need a way to run a client script longet than 10 seconds

  By The Grace of G-D. Hi, Currently, Client Scripts are Timing out at 10 seconds. We have complex logics that needs more time. Can you add a feature request to increase the timeout?

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