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• Kurtis

• Meyyappan CT

  

• 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

• Kaizen #2 - OAuth2.0 and Self Client #API

  Hi everyone! Welcome back to another week of Kaizen!  In this post, we will shed some light on the OAuth2.0 protocol and how you can use Zoho's Self Client option to authenticate your application and generate the tokens. What is OAuth2.0? OAuth 2.0 is an industry standard protocol specification that enables third-party applications (clients) to gain delegated access to protected resources in Zoho via an API. Why should we use OAuth2.0? Clients are not required to support password authentication or

• 400 Bad Request - Unable to process your request

  Hello, Today (13/03/2025) there was a problem with the advanced forms in ZOHO DESK. I have them integrated into my site - I front-end collect the data needed for the form - populate the form with them and submit according to the POST method in the code

• What am I doing wrong? (updating existing tickets via email)

  I'm trialing the free tier of Zoho Desk. When I try to send email to my support address to update an existing ticket, Zoho Desk keeps creating a new ticket. I've tried putting the ticket number in the subject in the format [#ticket#] and [##ticket##].

• Loading Zobot codeless builder is painfully slow

  Lately, editing ZoBot has become extremely slow. When entering ZoBot, it takes a long time to load, and even the browser sends a notification saying that the page has crashed, asking if I want to force quit or wait. It's very frustrating.

• Custom date filter in report (Up to specific date)

  I am trying to add a date selector to a page to filter through a report as shown in this video. https://www.youtube.com/watch?v=Otm3_7jJE7A I want however to make a slight modification. I want to make with the selected date a in between (between today

• Notifications mention the wrong user when tickets are updated.

  I'm having an issue with the notifications/Feed in Desk when tickets are updated in any way. All actions taken are assigned to a single user no matter who performed the action. For example lets imagine my organisation has 3 users: User A, User B, User

• Marketer's Space: Leveraging CRM Data for Dynamic Content and Personalized Campaigns

  Hello Marketers! Welcome back to another post in Marketer’s Space! We’re excited to continue our series on the many advantages of integrating Zoho CRM with Zoho Marketing Automation (ZMA). This series is designed to help you unlock the full potential

• Kaizen #91: Dynamic Lookup filters using Client Script

  Hello everyone! Welcome back to another captivating Kaizen post. In this post, we will explore the process of implementing lookup filters using Client Script. What is a dynamic lookup filter? A dynamic lookup filter is a feature that allows you to specify

• Assign layout when using TIckets API

  When using the tickets api to create a ticket, can you assign a layout? I don't see it in the list of fields availabe.

• Pusat bantuan bank-btn 0812-7397-2676

  Pusat bantuan bank-Btn 0812-7397-2676

• How to make the Merchant and Expense Date fields required when entering a new expense

  How do I make the Merchant and Expense Date fields required when entering a new expense? I was able to make the Projects field mandatory by going to Admin < Settings < Customization < Modules < Expenses < Fields and checking the mandatory box, but the

• Is it possible to create a quote for a prospect WITHOUT an associated Account?

  Although most of my clients pay for their services through their organizations, I have a few who pay out of pocket for 1-to-1 coaching. They don't have an associated account as they are processing these payments as individuals (not affiliated with any

• Scheduled Report Query

  I have this scheduled workflow in Zoho Creator that emails a report named Stocks_Details which uses the Add_Stock form. In the report, I also added a field called Threshold from the Add_Product form and it's connected through the Product_Code field. Now

• Zoho Desk Users Meetup Coming to Australia & New Zealand in April 2025

  Hello to our Community in Australia & New Zealand, Here's some news for you : Zoho Desk Experts are coming to your city! While you take the opportunity to meet with them and widen your business opportunity, you also get the chance to meet with fellow

• "Project" function within Zoho Books vs Zoho Projects

  Hello, I have a small consulting business and recently subscribed to Zoho Books. I require some level of project management for my business. I am wondering if the "Project" functionality in Zoho Books would be sufficient for a small business, or if I

• Zoho Survey – Page Skip Logic Not Working

  Hi everyone, I'm experiencing an issue with the page skip logic in Zoho Survey. Last week, it was working fine, and I haven’t changed anything in the settings. However, today the skip logic is not working at all. I also tried testing it with different

• Zohomail

  Hi ! We are unable to configure zohomail imap / pop . Two factor authentication is off. Its keep on asking password and user id. Please help. Sajith

• Error: Unable to send message: Reason 550 5.4.6 mail rate exceeded limit

  Hi, My user is not able to send email. The error is Error: Unable to send message: Reason 550 5.4.6 mail rate exceeded limit. How to procede? Thanks Ana Rita

• OCR for PDF

  Is there a way to OCR a PDF?

• Lookup Field not linking to Contacts on iPad or Tablet

  I have created a Custom Module that has a field that does a lookup to accounts and contacts. The lookup field works when using a PC, but not when using an iPad or tablet Does anyone have any suggestions why? Thanks in Advance

• Zoho Payroll: Product Updates | February 2025

  This March, we're thrilled to unveil new updates that bring ease and precision to your day to day payroll operations. As Zoho Payroll evolves to adapt to your business needs, let's take a look at the updates we've released over the past months. Zoho Payroll

• please unblock my account for mailbox size--I purchased a subscription

  I am not receiving new emails and I can not send emails. And I get this bright red message when logging in: Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts Click here to get unblocked. The "click

• Use result of one formula field for another formula field

  Can I pull data from one formula field as one of the values for another formula field? I tried doing it and it's returning an "invalid formula" error so I'm not sure if I made the formula incorrectly or if it's just really not possible to do that. Also,

• Populate Data from Zoho Creator to Zoho Sheet

  Hi People, Any recommendations for the use case below? Use Case: 1. Extract all projects along with their related tasks, timesheets, and issues and create a consolidated file Initial Approach: 2. A scheduled workflow will trigger in Zoho Creator to extract

• Conditional formatting - Making negative numbers red

  Is it possible to make negative numbers red? Or even better, is it possible to add conditional formatting to cells or to the text?

• Track Items - Sprints History

  I want to track when items move from "Active Sprint" to "Upcoming Sprint" or "Backlog" in Zoho Sprints. I need to display these items in reports or graphs in Zoho Analytics or Zoho Sprints. How can I do this? We have Deal History in Zoho CRM, but I couldn't

• Security / Low Voltage Company Site Examples

  Hi. We are planning on migrating our website to Zoho sites and are looking for examples of other Zoho sites. We are an IT Services Integrator that specializes in Security, Alarm, Access Control, Voice and Data. If you offer similar services I am interested

• UpdateRecord for contacts doesnt work from rule from another custom module

  I have a function that is triggered by an automatic rule when a record is created or edited in a custom module. The function searches for a record in the Contacts module and saves it in a lookup field of the newly created or updated record. It also updates

• Is there any workaround or method to restrict user login to a particular device

  Hi, I want to restrict my CRM user from accessing the Zoho CRM/Zoho One application to the company provided devices only. As far as I have explored there is no direct way to do this. Is there any workarounds that will allow me to do this. I want to ensure

• Zoho Analytics and Linked Workspaces

  I have a main workspace that contains all of the data for my company. I have need to allow users to build dashboards and reports for their departments, BUT I can't give them access to the main workspace as it contains all the company financial and employee

• When converting a lead to an account, the custom mandatory fields in the account are not treated by zoho as mandatory

  In my Account module I have a number of custom fields that I have set as mandatory. When I enter a new customer as a new account they work, I can't save the record without populating them. However when I convert a lead, my CRM users are able to save the

• Automatic Retry Mechanism for Failed Workflows in Zoho CRM

  Dear Zoho Team, I hope you're well. We would like to request a new feature for Zoho CRM workflows that introduces an automatic retry mechanism. At times, workflows fail due to temporary issues, such as "Returned error code - Socket Timeout" or other connection-related

• Invitation/reminders in CRM events using custom templates and contacts

  Hi. I'm sure you have several similar requests for something like this but I'd liek to make a suggestion for something that would surely be widely used. Our business is a service related operation that works on the basis of taking bookings for particular

• Does this count as multiple pages? Or only 1?

  Hello, I am trying to build a specific scenario within Zoho, but the trial indicates I need to upgrade to be able to test. Basically I have Zoho One and want to use Zoho CRM, Zoho Creator, and Zoho Sites. I see the limit on Zoho Sites is 50 pages. Here's

• IndiaMART Integration for Zoho CRM

  If you need to get IndiaMart leads in Zoho CRM without using Extension then this solution is for you. See step by step guide to integrate IndiaMart API quickly. Create Leads in Zoho CRM - IM ENQUIRY TIME, IM PRODUCT, IM QUERY ID, IM QUERY MCAT NAME, IM

• For Log a Call, "Call Type" menu needs more options, like "Left a message" and "Received a message".

  When logging phone calls, the "Call Type" menu is locked and only has 3 choices. Outbound, Inbound, and Missed. Since it is not limited to only IN or OUT, then it should have more useful options other than only "Missed". It is a locked system field. It

• Attachments question

  Hello, I used the zoho forms integration with zoho CRM to upload the generated PDF from zoho forms to the crm module under attachments. Is it possible to make the attachment section visible for my portal users? Thanks!

• How to add paid webinars?

  How to add paid webinars?

• Enhancement in Zoho CRM: Control who gets to participate in a forecast by customizing the user hierarchy

  Include only users from the sales function; exclude the rest Dear Customers, We hope you're well! We started this year with a series of exciting enhancements to Zoho CRM and to this list, we are thrilled to add an enhancement to forecasting. Let's talk

• portal level permissions?

  In creating my client portal using the same canvas as my employees use multiple modules and functions are missing. example: timelines, task, emails, activities. In the portal permissions tabs no option is available to turn on or off these functions. is

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