Cannot send a Campaign. No Send or Proceed button

• Topic Participants

• 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

• How to create a summary document from Projects details

  Hi, Our team is creating many projects inside Zoho Project. When closing a project, they write a summary document containing data from the projects it-self (understand project budget, customers, etc...), and editable (ie the document is either a Writer

• Managing credit cards

  Hi, I'm hoping someone on this forum can help me out managing credit card accounts.  Transaction are entered as expenses using the credit card account and, as expected, the card balance shows as a negative since this is clearly money I owe them.  Once I make a payment, of the full amount owed, I woudl expect the balance to become zero. It doesn't, the negative balance just keeps on increasing even though the payment is reflected correctly in my main operating account.  No-one at Zoho seems to understand

• Zoho Connect Ultimate in Zoho Workplace bundle ?

  Hello, I'm using Zoho Workplace for few years now, that includes Zoho Mail, Zoho Cliq, Zoho Workdrive and Zoho Connect Enterprise. I would like to use Zoho Connect Ultimate. How could I upgrade ? Thanks. Joffrey

• Zoho connect manuals and workflows

  Is there any plans to allow workflows to be triggered from changes or edits to a manual? It would get us over the line for deployment if there was.

• Multi Level Commissions

  Hi, there is a way in zoho to manage multi level commissions on Affiliations? I mean, affiliate A finds a new affiliate (Affiliate B). When Affiliate B generates a sale, will be generated 2 commissions, one for Affiliate A and one for Affiliate B like

• Zoho Training

  Greetings! I am trainer. My focus area is Project Management and MS Project. I have used Zoho CRM to a good extent. Though, I was interested in using ZOHO projects, as there were no live projects, I could not take it up for studies. Recently a client

• Add Trident-like Mail View to Zoho Mail

  All of the mail views in Zoho Mail are like a late 1990s throwback - especially when you have Vertical Preview mode, and have opened an email, the middle pane is basically useless. Trident does such a better job in terms of layout of contact, subject,

• Breaklines In Deluge/OpenAI

  I've created a model in OpenAI to take a transcript, summarize it in bullet points, and e-mail it. I'm able to format the e-mail intro and ending (the text I can control in Deluge), but I'm not able to format what gets sent and returned to OpenAI- the

• Customize Layout

  I am using "Customize Layot" for customize Quotation template but I try to add logo into the header by "%ScaledLogoImage%" code but dont add logo into header. what is problem?

• Notebook does not remember the window size and position

  Hello am using MS store version 3.3.0 It's not a big issue just a bit of annoying. App starts all the time on max size, after resizing, closing and reopening back to same state as the beginning. any way to fix it please?

• Clarification on “Prefill by you” option in Zoho Sign

  Dear Zoho Sign Team, I have been trying to understand how the “Prefill by You” option works when sending out a contract for signature. My use case is quite simple: I need to sign a contract alongside my client. As I understand it, I have two ways to proceed:

• 見積書のサブフォーム「見積明細」に登録した独自項目が取得できません

  見積書タブの「見積明細」に、独自の項目を設定しました。 設定した項目は「仕入単価(API名： shiiretanka)」です。 見積データの保存時に、 ・各明細の（単価（販売単価）-仕入単価）×数量　で粗利益額を出します。 ・各明細行の粗利益額を（ループ処理で）集計します。 ・集計した金額（合計粗利益額）を、見積書タブに設定した独自項目の「利益額」へ入力します。 という自動処理を行いたいと思い、ワークフローを設定して独自関数をスクリプトで書きました。 CRM設定画面の「API」の項目名を確認し、見積明細サブフォームのAPI名は「Quoted_Items」とのことだったので、スクリプトで見積明細フォームのデータを取得しようと

• Zoho Campaigns API - Send Campaign and "Content not reviewed"

  Hi, I successfully managed to create a Campaign with Zoho API and /createCampaign endpoint, receiving positive 200 status code and and a campaignKey, required for /sendcampaign. However, I can't send it via API, but instead always getting a response:

• Questions About Portal

  I am trying to set up our portal for internal use by company employees and I have a few questions: 1. Where is the portal pulling the form template from? Or more to the point, where can I go to edit it? 2. Tickets submitted by users through the portal

• Can we create Sprint with tasks from Multiple projects?

  Hi Team, We were using Zoho Sprints for quite sometime. Currently we have started the process of Sprint method. We couldnt create the active sprint board with the tasks from multiple projects. I would like to know whether this is possible or Any timeline

• Triggering rules on lead conversion

  There is no field on the Rule list for rule conversion to trigger an alert on liead conversion to a potential. I assigned a rule to file on any creation or update of a lead. The lead was changed a lead to a potential but no rule was fired. Rajesh Bhadra

• Sales tax liability

  I am not seeing the tab for sales tax liability under reports. Please help

• Enhance Appointment Buffers in Zoho Bookings

  There was previously a long-standing feature request related to enhancing the way appointment buffers work in Zoho Bookings, but it looks like the original post has been deleted. I am therefore adding a new request that Zoho Bookings adjust how appointment

• Setup Leave Policy which increases based on years of service

  Please confirm if this is correct. Effective after 0 days of employment, Opening Balance is 6 days. Valid only for the first year of employment and Accrual and Reset are disabled. Effective after 1 year of employment, Opening Balance is 10 days. Valid

• Repeating Sections in Writer

  I am wondering if it's possible to create repeating sections or text boxes of a document based on a merged subform fields coming from Zoho Forms. We are currently using excel to dynamically create a legal PDF document based on input fields in another

• How to forward emails which I receive in an email alias

  Dear All, I think that there is no solution until now in my question but let me try it. If a I have an mail account public@something.com and an email alias inside of this e.g. public-theo@something.com. Is there any way to forward the emails which i receive

• How can i make one checkbox out of a group required?

  for example say I have a contract with two check boxes for "male" and "female". I want to make it so that one of the two options are required.

• Bigin iOS and macOS app update - Email Filter enhancement

  In the most recent iOS (v1.11.1) and macOS (v1.8.1) versions of the Bigin app, we have introduced additional email filters. We have now brought in support for 'All Emails' and 'Added from Widgets' filter categories. All Emails: This filter displays emails

• Canvas Blueprint - Refresh/Reload Section

  I have a blueprint on a Detail canvas in CRM. When one of the blueprint buttons is pressed, the blueprint actions take place as normal but the actual blueprint options on the canvas dont change until the screen is refreshed. This doesn't happen when in

• I get an [ERROR CODE :550 - Verification failed] but only on 1 address...

  When trying to send an email to a friend, I get an ERROR CODE :550 - Verification failed but only on this one address. - Sending him an email with my private gmail address is successful. - Sending myself an email with my SOHO address is successful. -

• Please Allow CUSTOM SUBSCRIPTION FIELDS as PLACEHOLDERS in EMAILS

  I have customized the email notification that is automatically sent to my customers when they enter into a new subscription. However, the placeholders available for customizing the content of the email are too limited for my customers' needs.  I just

• LastFourDigits Placeholder is Broken on Dunning Emails since Feb 24th

  As of February 24th, the dunning emails stopped rendering/displaying %LastFourDigits% placeholder! This has been working for 2 years without issues but last 6 days, it's not rendering. Example of Dunning emails from last few days: RIOR to February 2

• Set Parallel Transition to Common Transition

  Hello Zoho Team, I wanted to set a parallel transition to a common transition, but was not able to: We want to create a parallel transition, where we store all the tasks that need to be done considered as "paperwork". This paperwork can be done in multiple

• New features in Zoho Vault

  We’re thrilled to introduce a wave of powerful updates in Zoho Vault, designed to enhance security, streamline workflows, and improve your overall experience. Let’s dive into what’s new! Folder creation restrictions Limit who can create folders in your

• Zoho Finance Workshop 2025 is Happening Now!

  Hello everyone! 👋 We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! After an amazing session, we're geared up to visit more cities in India and take

• Introducing advanced statistics for TikTok and other Social enhancements

  Dear customer,   We've introduced some exciting and much-awaited updates on Zoho Social. You can now interact with your TikTok videos and do much more. These enhancements will help you publish your Tiktok content smoothly, understand your audience better

• طلب دمج واجهة برمجة التطبيقات بين تطبيق القسيمة وبرنامج المحاسبة

  :أعمل حاليًا على تطبيق قسيمة العملاء وأود دمجه مع برنامج المحاسبة الخاص بك لتحقيق ما يلي بعد إكمال أي معاملة بيع من خلال برنامج المحاسبة الخاص بك، أود أن يرسل النظام بيانات العميل والطلب إلى تطبيق القسيمة الخاص بي عبر واجهة برمجة التطبيقات. تتضمن البيانات

• Way to organize note?

  Hi, over the months/years, some records have accumulated many notes. We want to keep most of them. Is there a way to organize them? (ex. folder, label, etc) Or another way to add a note to a record? One way I can think is to encourage employee to ulpoad

• Dashboard customization

  HI, I have been working on a project feedback managment system. In that the manager dashboard should only list his projects, where as in admin dashboard it should list all the projects can we display the dashboard contents based on the logedin user ?

• New enhancements: Changing portal users' email addresses and new customization options for templates

  Dear All, Portals have enabled organizations to extend access to various CRM modules to their customers, vendors, partners, and end users, per their business requirements. When a portal is created, an invitation email is sent to portal users with a link

• Create Chioces from Subform Entries

  I'm sure this has been asked and answered, but I'm not a developer. I get lost trying to follow the custom scripts that have been posted. I have a main setup form. I have a sub-form where a manager can setup different job-types. The manager can give the

• Insert fields into Record Summary from Subform

  Hi, I'm trying to insert the rows of data from a subform into a record summary template. Right now it puts all the entries together separated by a comma like below (Burton, Salomon). I'd like to see all the fields for row one grouped together, then all the fields for row 2, etc. Thanks! How it is: I'd like it to look more like this: Jack McBlack - PO  Please create SKU(s) for the following product(s). Thanks! Burton                         Slipper liners             1234                           

• Associate subforms and save templates as draft in Email and Inventory templates

  Hello everyone, We are here with one of the most awaited updates in the Templates! Associate subform data to templates Fields from a Subform can be added to email and inventory templates in a tabular manner. Each subform will be displayed as an individual

• Books generiert keine valide XRechnung/ZUGFeRD

  Hallo zusammen, ich möchte hier ein Problem ansprechen, das mir aktuell bei der Nutzung von Books erhebliche Schwierigkeiten bereitet, und hoffe auf Austausch oder Lösungsansätze von anderen Nutzern. Bei der Erstellung von XRechnungen mit Books treten

• Have the possibility to import or export codeless Zoho bots.

  It would be cool if zobots could be exported and imported.

• Next Page