Upgrade to Zoho Marketing Automation 2.0

Upgrade to Zoho Marketing Automation 2.0



*** This post aims to cover details on how we support the migration plan from the older version of Zoho Marketing Automation, giving module specific guidance, timelines and some FAQs. ***

Dear Marketing Automation Users,
We understand your eagerness to update to the latest version of Zoho Marketing Automation and appreciate your patience. We are excited about the changes and are ready for migration. With this post we are outlining a plan to support migration for our existing users and ensure that migration is seamless and free of any issues.

The newer version of the product houses a new set of functionalities in addition to some completely redesigned existing functions. We understand the delay and inconvenience caused, but we wanted to ensure that as a user, you get more from the newer version of the product. We have tried to include all the core modules for easy migration. Let's get started. 


Here's our migration plan for Zoho Marketing Automation 2.0

A migration switch will be enabled for admins on the older version of Zoho Marketing Automation. The admin has to make the switch to the newer version with just a click. When admin makes the switch, the set of existing users from the older version will be moved to the new version.  A set of modules will be migrated to the new version with just a click without any intervention, provided the admin completes the pre-requisite actions above, and rest of the modules will need admin's assistance to migrate them individually. Please take a look at the table below covering features and migration status for more clarity.

We have deprecated a few features in the new version and have also changed the core functioning of some modules/components. We advise you to check the detailed migration plan document attached in this post.

Here's a action checklist which admin-user should perform before switching to ZMA 2.0:

Please ensure that the users completes these steps first before migrating

  1. Migrate to new Topic Management - Admin should migrate to the new topic management configuration, if not already, within the older version of the product.

  2. Roles and privileges - Zoho Marketing Automation now offers four default roles: Admin, Manager, Editor, and Viewer. Admins will retain the ability to create new roles and modify their privileges, while default roles remain non-editable. Any user other than Admin will be assigned as Editor to ensure data integrity across campaigns that was already created. To provide a concise mind map:

    Standard Admin → Admin
    Standard User → Editor

In the new version, the concept of 'Self & others' has been removed. This means every user has access to all campaigns, but they cannot execute or edit them. Any user other than Admin will be migrated to the new version intact. Additionally, any users created by the admin will remain unchanged. However, if the 'Self & others' role was assigned, the admin/user will need to revisit and assign their roles and privileges.

  1. Migrate the integrations to the new flow - Integrations will be moved to organization level. Admin have to migrate to the new integration flow and update integrations with each app and retain just one pre-dominant sync. Only the ZMA account admin (and the admin of the other application to be integrated) will have the authority to perform integrations and syncs.

  2. Configure mobile number field: Admin have to map their existing contact data (phone number) to the Mobile field. In the new version, phone numbers will be fetched from the mobile number field while sending SMS Campaigns. Only the users who had access to SMS campaigns in ZMA 1.0 will be migrated to the ZMA 2.0 with all the configurations.

  3. Smart URL: In the new version, Users will select the domain for migration and see the number of associated URLs. Upon confirmation, the URLs and configuration for the selected domain will be migrated. Only one domian can be chosen, as multi-domain support is not available in the new version.

Here's our migration plan for Zoho Marketing Automation 2.0

A migration switch will be enabled for admins on the older version of Zoho Marketing Automation. The admin has to make the switch to the newer version with just a click. When admin makes the switch, the set of existing users from the older version will be moved to the new version.  A set of modules will be migrated to the new version with just a click without any intervention, provided the admin completes the pre-requisite actions above, and rest of the modules will need admin's assistance to migrate them individually. Please take a look at the table below covering features and migration status for more clarity.

Note: Post switching, admins can't roll back to the older version. We support only forward compatibility, as we have revamped the whole product with an entirely different technical backing. The deprecated modules and components will be active for an year and users can view them separately on a new tab.



Here's a table that gives you a glimpse into the changes made in Zoho Marketing Automation 2.0.



​


Timeline

We will be supporting migration for Zoho Marketing Automation 2.0 by 3rd June 2024. Users who are subscribed to both Zoho Campaigns and Zoho Marketing Automation must permanently cease Zoho Campaigns access and exclusively use Zoho Marketing Automation going forward, if they chose to use the ZMA 2.0 version . 

Pricing

We have introduced a new pricing plan for the new version. Although, we will be retaining and grandfathering the same pricing for our existing ZMA 1.0 users. This intonates to existing ZMA 1.0 users can use the new product with the same existing plan and price.

We highly recommend you check out the attachment to get a detailed breakdown of migration, what changes have been made, and how migration will be handled.


We understand this a complicated procedure for you. To ensure a smooth migration, we have allocated dedicated in-house experts for helping you with each step in migration. Please reach out to support@zohomarketingautomation.com for availing help.




    • Recent Topics

    • Custom fields for calls and an enhanced call creation form

      Greetings, I hope you're all doing well. We're happy to announce a few recent enhancements we've made to Bigin's Calls module. We'll go over each one in detail. Enhanced call creation form in Bigin What is this enhancement about? This update includes

    • Customize user data collection with User Layouts

      Users denote the people in your organization who work on agile projects using Zoho Sprints. You can add them to your workspace and associate them with required projects. Organizations have distinct requirements in collecting user data. Apart from the

    • Zoho Sites with GoDaddy DNS

      We have a site hosted with www. in front that works perfectly well. The issue is with getting the TLD/naked DNS pointed to the www. while using GoDaddy dns. I have edited the DNS Forwarding entry in the domain so that the root example.com forwards to

    • Integration with Moodle

      Greetings, I hope find all doing well and safe. I've recently returned to using Zoho Flow after a break and was hoping to connect my WooCommerce store with Moodle, the world's most widely used learning management system. My goal was to automatically enroll

    • Possible for "Specify URL Criteria" in URL/Permalink settings to be assigned to a variable?

      I want to embed a Zoho Analytics chart view as a Related List item in the Zoho CRM Accounts module, such that when one is viewing a CRM Accounts module record for an Account, the user will see the chart for that specific company. Is it possible to set

    • How to present an Analytic on a CRM dashboard and filter it on loginuser id

      How to present an Analytic on a CRM dashboard and filter it on loginuser id? I want to display an Analytics pivot table (as a widget) on a CRM dashboard and have the pivot filtered on the loginuser. I want additional user-filters available, such as date,

    • Allow 2 logos for Branding, one for Light Mode and one for Dark Mode?

      Our logo has a lot of black text on it. If we leave the background transparent, per recommendation of Zoho, when a user is viewing a file and turns on dark mode, our logo is not really visible and looks really weird. It would be really great if we could

    • Pre-fill TO and CC fields for Email Templates

      This would be a game changer to be able to set either specific email addresses or merge fields based on deal role titles into email templates. Please pass this along to *hopefully* add to future features of Zoho CRM.

    • Payroll In Canada

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

    • Why can't we associate a contact to mulitple accounts?

      This simple feature has been for 14 years now... it's way past ridiculous. We don't want to add a multiple lookup field, we just want to add a second account to our contact. This way i'll go on Jonh Doe and see in the account field : Company 1 and Company

    • Calendar Bookings in Recruit

      Hi there, We have recently started using Zoho recruit and although it has some great functionality there are a few gaps that are causing real headaches. One of those being how interviews are scheduled. The majority of our hiring managers are field based

    • Multiple Vendor SKUs

      One of the big concerns we have with ZOHO Inventory is lack of Vendor Skus like many other inventory software packages offer. Being able to have multiple vendor skus for the same product would be HUGE! It would populate the appropriate vendor Sku for

    • How to Use Branch-Specific Templates for Invoices Created via Zoho Books invoice API?

      I am using the Zoho Books Invoice API and I am sending the branch_id when creating an invoice. The invoice is being generated, but it is using the default template rather than the template that corresponds to the branch I specified. In Zoho Books, when

    • Automatic Department and Employee Sync Between Zoho One and Zoho People

      Dear Zoho Support, I'm writing to propose a valuable feature request that would streamline data management and improve user experience within the Zoho ecosystem: automatic synchronization between departments and employees in Zoho One and Zoho People.

    • Delete Unactive Users form Directory

      Hi, how to delete all unactive users ?

    • Manual Journal entry problem

      Hi, all my manual Journal entries are not reflected in my general ledger. i have check to see if the entry were done correctly and everything is fine. Please help me

    • Changing Related Modules in a Report

      Once a report is created, is it possible to add Related Modules? David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com

    • Is there a way to limit/turn off unlimited Version History?

      We save CAD files in our Zoho WorkDrive and while the files aren't very big themselves, whenever someone hits the save button in the CAD program it uploads another version of the file to the WorkDrive. This means files that are only a few MBs in size can actually be taking up 10s of GB in our WorkDrive if someone is saving frequently. Is there a way to limit the number of versions WorkDrive stores to save WorkDrive space?

    • ZOHO One Webinar Functionality

      I am currently trialling ZOHO Projects and have also been looking into over a dozen different Webinar solutions from various vendors. I understand that ZOHO Webinars is a stand alone tool. But that ZOHO Meetings also offers webinar functionality. The

    • Avoid None option in List Custom Fields

      Does anybody know a way to avoid -- None --  option to be displayed in a List Custom Field?  - With Mandatory option selected, you can prevent from saving if user select --None-- value. - With Default value selected, a different value than --None-- is

    • How do I modify the the incoming/current call popup? I can modify other call pages but not that one.

      I want to modify the incoming and active call popup on the crm to include customer relevant information, such as purchase history or length of relationship. Under modules and fields, I don't seem to see active call as a choice to modify, only the main

    • JavaScript or iframe embed with transparent background

      If I have a form with transparent Wallpaper, it appear great on my website by using my default background. However, using Zoho Forms SAVE button, the user is directed to Zoho Forms managed page and a blank background. Alternatively, I can include a Wallpaper

    • Emails and Kanban for Portals

      There was talk portals would have emails and email templates, and kanban view. Is there any release date for this? Portals has been so good for offering a simple crm option. It just needs a couple of small things.

    • Custom sorting Axis in a Heatmap report

      I have a heatmap and want to sort the order of the axis in a custom priority order - is this possible ? So I want the priority to be "New, Urgent, High, Medium, Low, Not Set, Unknown" Can I set this manually ?

    • ZOHO BackStage

      How to get list of events, using ZOHO BackStage APIs. Is it possible OR not?

    • Greylisted, try again after some time

      Can you check my ip, i send to duyna@vietlinkjsc.vn but have an error; my ip is 112.213.94.12 Here is log: 2018-01-09 09:40:29 H=mx.zoho.com [204.141.32.121] SMTP error from remote mail server after RCPT TO:<duyna@vietlinkjsc.vn>: 451 4.7.1 Greylisted, try again after some time 2018-01-09 09:40:32 H=mx2.zoho.com [204.141.33.55] SMTP error from remote mail server after RCPT TO:<duyna@vietlinkjsc.vn>: 451 4.7.1 Greylisted, try again after some time 2018-01-09 09:40:32 duyna@vietlinkjsc.vn R=lookuphost

    • The 3.1 biggest problems with Kiosk right now

      I can see a lot of promise in Kiosk, but it currently has limited functionality that makes it a bit of an ugly duckling. It's great at some things, but woeful at others, meaning people must rely on multiple tools within CRM for their business processes.

    • Zoho People down

      Zoho People (EU) appears to be inaccessible this morning. Have gotten through log-in and MFA but have been on the "Please wait while we work our charm..." page for several minutes now. A colleague has tried to access it via the One dashboard and experienced

    • Adding Bluesky channel

      Hello, Is Bluesky (AT protocol) soon added on Social ? Bluesky is being developped and is now open to anyone (no more invitation) Thank you

    • No Zoho Support on the weekends or after hours?

      Zoho Support is only available Monday - Friday during normal business hours. My business (as does many businesses) operates 7-days a week. Last Saturday, I had a client come in and in order for me to help her, I needed to log into CRM but to my surprise,

    • How do I overcome the 800 transaction rule limit?

      I just received a message: "You have reached the maximum rule limit of 800." I searched the documentation, and I didn't find anything about the cap or limit. I asked the ZOHO Books team if there is a way to increase the limit. Their answer was: "Please

    • Search functionality in Vault is very poor

      Hi Zoho Team Please... the search functionality is absolutely vital in Vault, particularly when it's being used by a team. It's just a fact of life that everybody has their own way of naming something, so using exact match on the Password name is horribly

    • 👋 Pessoal, como está sendo sua experiência com ferramentas de produtividade?

      Percebo que muitos usuários de soluções como Google Workspace e Microsoft 365 acabam enfrentando desafios quando pensam em migrar de plataforma, especialmente por conta de multas contratuais ou até pela complexidade em adaptar as equipes. Além disso,

    • Quais são os maiores desafios que você enfrenta ao implementar o Zoho CRM?

      Olá, pessoal da comunidade Zoho Brasil! Sou parceiro autorizado da Zoho e, ao longo do tempo, tenho notado que cada implementação de CRM traz desafios únicos, dependendo do segmento de negócio, das metas da empresa e até da familiaridade da equipe com

    • Parent - Child Ticket Twins

      I think i maybe losing my mind. Are these two completely separate parent-child ticketing functions? I think I remember adding a plugin years ago and I think I also remember seeing something about parent-child ticketing in a release notes being added.

    • Can the Comments from approval process be posted onto a module field and not on the timeline?

      I have set up approval process for the quotations module and would like for the approval comments to be posted onto a module field as opposed to me searching for the particular quote and going to the timeline section. This would also help keep tabs on

    • auto reply shopify order details in zoho desk based on order number in subject using deluge script custom function

      auto reply shopify order details in zoho desk based on order number in subject using deluge script custom function

    • Is there an ability to keep the status field unlocked while having an active blueprint?

      Hi. Is there an ability to keep the status field unlocked while having an active blueprint? Here is the case. We have a transition let's say "Ask to the customer" When we do this transition the Status is switch to "waiting for customer" But if for exemple

    • Rename Category and Sub Category fields

      Is it possible to rename the field labels for Category and Sub Category - if so can this be done at layout or department level ?

    • Thoughts on users being able to create Zoho accounts?

      For anyone who's used Zoho for a while, I'm sure you've come up against an issue where you create an account for a user, and they go ahead and sign up for a new one accidentally. Then, only they can delete the account, as it exists outside the organisation.

    • Next Page