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• 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

• Zoho CRM Email Templates Stopped Working

  Templates do not load for viewing or editing. Also sending email with API using a templates, results in an error.

• The previews are not generated as before (solved).

  Hello!. I like your application for a long time. The only thing that made me give up using it in the past is that there was no application for windows. Happy to see that it now exists, when testing Zoho again I see that it does not currently generate previews as it did before automatically, despite doing a lot of testing (see images comparing previous notes). I am a very visual person and it is much more practical for me to recognize what interests me with a simple image. This can be solved ?. Thank

• Zoho please get it together

  And make it easy to find stuff within the app. If you sign up for mail, then it should always be easy to access your mail. If you set up your dns and mx records, it should always be easy to edit this. The ui and naviation of all the different parts is

• Bigin iOS and Android app update - Henceforth ‘Activities’ will be displayed under a separate tab within the record details screen.

  Hello everyone! Earlier, the activities of the records present in the contact, companies, and pipelines module were listed on the 'Related' tab under 'Open Activities' and 'Closed 'Activities' sections. Now, in the recent Bigin iOS and Android app update,

• Access to what Products are associated with which accounts

  Is there a table that can be accessed to report on Products associated with accounts in the CRM?

• update Deals Stage/Pipeline if zoho forms filled out

  Hello, I'm having a problem at the moment and would like to ask for your help. in the lead status “pre-qualification” i send an email through the blueprint with a zoho-forms form that the recipient has to fill out. it is then also converted to contact+deal.

• Integrating Deluge in zoho people to setup a custom function in workflow automation

  So basically i have a probation form in which their is a field "Date of Confirmation", "Probation Assesment", "Date of Joining", "Employee ID". so when Date of joining will not be empty then i want this to be triggered. so if "Probation Assesment" is

• Pivot Sql Query

  This query isn't working and I can't understand why. It comes up with the error message "Unknown table or alias 'Source1' used in select query." when it is clearly defined in Line 12. If I remove "Source1." from in front of the columns in the select list

• Ability to Set Text Direction for Individual Cells in Zoho Sheet

  Dear Zoho Sheet Team, We hope you are doing well. We would like to request an enhancement in Zoho Sheet that allows users to set the text direction (right-to-left or left-to-right) for individual cells, similar to what is available in Google Sheets. Use

• Change colour on task lists?

  I have many task lists on my project boards, since they are all the same colour they blend in with each other. Is there a way to change the colour of these task lists in the list view?

• how I can delete user retired?

  Hi many users leave our company, they are linked to our organization dopla srl. I want delete them but in the user profile I read that user must ask to administrator, but I don't know where I can delete them. thank you

• Custom Button in Zoho CRM

  Hello there, Is creating a button based on a URL field in the Contacts module possible? If possible, we wish the button to be beside the "Send Email" button. Looking forward to hearing from you. Best regards, Joel

• Apollo to Zoho CRM via Zoho Flow

  Hello there, When will the flow option for Apollo to Zoho CRM be available for use in Zoho FLow?

• Zoho Meeting's call quality

  I'm adding my voice to the ongoing concerns about Zoho Meeting's call quality. Like many here, I've observed that the quality of our company calls using Zoho Meeting has been less than satisfactory. It's disheartening to note that this issue has been

• Text tags by role

  I'd like to recommend that you fully implement text tags as follows: (1) that are filled by role, not by signing order. Like this: client:S company:S company:SD (2) that allow all the zoho sign functions - approval, cc, etc. (3) Allow a templateto be

• Offer already made- but I withdrew it

  I made an offer letter, but made a mistake on it. I withdrew the offer but now I can't recreate the correct offer. Zoho keeps saying that "A same offer has already been made". I look in the "offers" and there are NO offers (this is the first time I've

• How do I group billable expenses onto one line item of an invoice?

  I have multiple expenses that are billable. When I create an invoice, I can add those billable expenses to the invoice. However, doing so results in each individual expense having its own line item on the invoice. Instead, I want all the billable expenses

• ZOHO Work Drive Back Up

  I am looking for a ZOHO Work Drive backup solution. Something that is cloud based. There's lots of these kinds of options for Google Drive and other providers, but I have not seen anything for WorkDrive. Any suggestions?

• Submitting candidates to clients when there is no Vacancy

  Hi I am working in a niche sector so when I register a candidate I want to immediately send their CV to relevant clients/contacts.  They will not have Vacancies on the system so what's the quickest way of sending/submitting their CV quickly to a list of clients in a particular area without just using an email and attachment? Should be easy to just send out "speculatively" CV's to qualified clients but I cant find a quick way to do this !

• Choppy Video Calls

  Hi All,  We have been doing video calls frequently with our team, and we have intermittent video issues. We notice in the morning video quality is poor and choppy. Audio is good.  Does anyone have any tips in improving video quality?  Thanks!

• Create document & Update document end points for Zoho Sign API

  Hi Zoho, Could you please help me. I am using the Zoho Sign API with python. I can upload documents fine. However, when trying to update said document the API seems to reject the json, despite it being the same as the Zoho Sign | API Reference. See below

• Documents won't open

  I literally just downloaded the desktop app, and it won't open a document I'm trying to load. I don't have this issue with any other word processor. It's just stuck like this. I do not want to use the online platform at all, I just want to use the desktop

• Suggesting enhance for criteria based data-sharing rules

  I suggest that, for user fields, the logged-user system variable could be used. This would allow the user, for example, to access records in which he/she is mentioned in a specific field, other than the owner. Thanks! Eduardo

• Agents can manage the Tasks on the go, now with Zoho Desk mobile app

   Hello, Everyone!    We are elated to announce one of our most asked for features 'Tasks' in the Zoho Desk app.  Agents can now create and associate tasks with a ticket and the tasks will be listed within the corresponding tickets.   Steps to access the tasks from the app:    1. Go to a particular ticket in the app. 2. Click the Tasks icon in the 'Related Information' section.  3. List of all the tasks will be displayed.    Refer to the screenshots (Android & iOS) attached below for your better understanding:

• Introducing Inbox in Zoho Social

  Hey everyone, We are excited to introduce the Inbox in Zoho Social to help manage all social media interactions from Facebook, Instagram, X (formerly Twitter), Google Business Profile and YouTube for your brand in one place. You can track and assign them

• Sub Department module

  please create sub department section under Department module. so much work will be reduce when this feature is available.

• SalesIQ ChatGPT - Custom String Input

  I'm using the SalesIQ ChatGPT integration, and have some questions. 1. I made a custom plug that combines some user information into a string, the output is "GPTTest" For example, if the visitor puts the name "Mike", then "How much are your products",

• Trying to send email but get 'Unusual sending activity detected. Please try again after some time'

  We use Zoho mails to send password reset emails, welcome emails and user verificaion emails automatically. Please unblock the account so we can continue to use your service. We are currently testing our APIs and have no way to proceed with the tests.

• Adding Users in a team to be able to view all tickets

  I need your kindness to guide me on how to add users in a team or group to be able to view all tickets raised by all users in a particular help center.

• Customer Segmentation using RFM Analysis

  How well do you know your customers? Whether you operate in a B2B or B2C space, chances are that 80% of your business comes from just 20% of your customers (Pareto's Principle). According to a study by Forbes, acquiring new customers costs five times

• Primera Edición de los Zoho ZUGs Meetups 2025 en España: ¡Así aprendimos juntos!

  ¡Hola, Español Zoho Community! La semana pasada celebramos una nueva edición Meetups de los Zoho User Groups (ZUGs) en Barcelona, Madrid y Valencia — una ocasión donde nos reunimos para brindaros formación gratuita para que saquéis el máximo provecho

• Time Entry warning

  Is it possible to configure a warning/alert when a ticket exceeds a set amount of Time?

• Option to Re-order from past orders

  Customers would like to place a repeat order with the business entity. Currently there is no option to support this and everytime the customer has to check out following the same process. Can a option be given to reorder from the past orders?

• Incoming Mail Blocked

  Hi My two emails (moorthi@jaivashinicottontex.com & prakash@jaivashinicottontex.com) incoming mails were blocked. kindly help me to solve the issues asap. Following warning message occurs "We have blocked your account "prakash@jaivashinicottontex.com"

• Get Time

  I have a date/time field in CRM. I'm trying to use deluge to extract just the Date, just the Time, and just the AM/PM designation. I cannot for the life of me get this to work... I've looked through all the deluge documentation but nothing seems to work...

• Beyond months: Zoho CRM now supports custom fiscal year formats

  Hello (again) folks ! You can now set your CRM's fiscal year to follow the 4-5-4 calendar and other widely used 52-week fiscal year formats. Why this change? As you know, the fiscal year of an organization may not coincide with the Gregorian calendar

• Notification when document hasn't been signed

  Hi there. When a document hasn't been signed within the given time, the status changes to "Expired" - is there a way to be automatically notified by email when this happens?

• the original LEAD STATUS picklist with “open”, “not qualified” and “junk” vs. own pick list

  hello, I have built a blueprint for lead processing, but used a separate “lead status field” for this. Now I have noticed that the zoho original “lead status” field in the pick list properties still has “open” and “not qualified” and “junk” as status.

• La force du duo : Alliez e-mailing et réseaux sociaux pour un engagement accru

  Avec l’essor des réseaux sociaux, la communication a pris un nouveau tournant. Ce n’est plus seulement une question de messages échangés, mais de vies partagées. Entre les vidéos tendances sur Instagram, les inspirations Pinterest et les trouvailles sur

• Waterfall component in Zoho CRM: Visualize how individual contributions build the result

  Dear Customers, We recently introduced three new chart types — Sankey, Treemap, Cluster and Butterfly — to offer you fresh ways to visualize your CRM data and gain new perspectives. In line with that, we’re excited to bring you a new component—Waterfall

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