Cannot send a Campaign. No Send or Proceed button

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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

• Tracking Agent Diligence in Updating Records

  Our organization mainly focus on B2B. While we've implemented automations like pushing info from web forms into CRM, we often get info from events and individual networks. The complete/updated info relies in the agents who directly interacts with them,

• Not receive OTP via phone sms

  Hi, I have a Zoho account where I cannot sign in it as I not receive the OTP sms. Previously can receive but start from yesterday not receive anymore. The phone sms working fine as I still receive sms from others.

• Why Can't I Add Multiple Facebook Fanpages on Zoho?

  I want to more fanpage Facebook

• Feature Request: Search in the PC client. Some thoughts about the search.

  Hi all. I'm really excited to start using Zoho Notebook, but I'm missing some of the search capabilities on my desktop. There are also some thoughts on improving search in general. Search is very important to me, without it it is difficult for me to use

• Custom Buttons

  Is there any way to create a "Custom Button" that would initiate a workflow, or call a custom function, preferably directly from a ticket? In Zoho CRM records can have custom links and buttons that make outside integrations relatively simple.

• How do I generate a report with the total amount of money trasferred from one bank account to another?

  Hi, in Zoho Books, I have 2 bank accounts. Money is moved between the two. When I want to know how much money was actually transferred over a certain period of time, I can filter the transactions using the search criteria (type, transfer fund) but I only

• Parent / Child Relationships for Goals

  A business best practice is to set company goals and align management goals to the company goals. Subordinate goals are then aligned with management's goals in order to deliver on the vision. This setup is common for popular management systems like EOS.

• Sheet View for Reports

  We often need to filter our contacts in a way that is too complex for Custom Filters (which now allows filtering by Related Modules - amazing! - but doesn't allow for an *OR* relationship between the multiple filters) or Custom View (which does not yet

• Organizational Emails Send through Email Relay Server

  Hello, It would be great if the the Organizational Emails could send through the Email Relay Server as well. I often need to send email as someone else and since we use the GMail API option I have to use the organizational emails to do this.  We use Postmark for our Email Relay Server to increase deliver-ability which is something that we have had issues with when sending everything through Zohos servers. Also with postmark there is no need for each organizational email to have its own credentials

• API method to convert a Quote into a SalesOrder ?

  Hi, We need to convert a Quote into a SalesOrder using the Zoho CRM API but this action doesn't seem to be available ? (cf online doc). It's strange because the conversion from Lead to Account is available. Is there a convertQuote available ? If not,

• Zoho Desk User Meetups, Networking Across India this March 2025 : Quick Update

  Namaste India! Here's the opportunity to meet with our Zoho Desk Experts in person, right in your city. Besides meeting our in-house experts, you will get the chance to interact with your fellow Zoho Desk users in your community. Event Update We’re making

• Data refreshed X mins ago

  How can I permanently have the "Data refreshed X mins ago" in my dashboards? It would be nice to know how old the data is since the minimum refresh time is every 3 hours. So when you open the dashboard you can immediately see the data is X hours old

• Announcing new features in Trident for Windows (v.1.10.4.0)

  Hello Community, Trident for Windows introduces exciting new features to optimise your email and multitasking experience. Let's take a quick look at what's new. Zoom eWidget Another addition to Trident's list of widgets: the Zoom eWidget. With this new

• Zoho Creator's 2025 Release Projection 1

  Hello everyone, This is Prakash, senior product manager at Zoho Creator. Today, I'm absolutely thrilled to pull back the curtain and give you a sneak peek at our first release projection of 2025, with an exciting lineup of features set to roll out in

• Client Script Support for Layout Rule Pop Ups

  In the following pop up which is created by a layout rule, we want to use a client script to calculate the following fields based on the first field. Unfortunately, this is not possible.

• Pipeline stages for product-led growth (PLG) subscription services

  (Estagios de pipeline com foco em serviço digital por assinatura (PLG)) Dear colleagues, I am writing to request assistance with a significant challenge I am currently facing. I manage a digital service that operates on a subscription-based model. I am

• Kaizen 179: Choosing between ZDK CLI and Web UI : When to Use Each

  Hello everyone, Welcome back! ZDK CLI uses commands to manipulate with Zoho CRM metadata from a terminal. While Zoho CRM Web UI remains the primary tool for manipulating Zoho CRM metadata like creating modules, configuring fields/layouts etc., using ZDK

• Button Display Conditions

  Hi Guys, Is it at all possible to have extra button conditions? Context: We have data in our deals module which has a custom button which converts the deal into contacts + set up relationships between them. At the end of the conversion we set a field

• Analysis of On-Demand webinars

  Morning, We have introduced an on-demand webinar, accessible from our website. But when reviewing the analytics, it doesn't show how long each attendee watched the webinar. Just questioning whether this is available, and if not, is it something that could

• Automate a CRM workflow with Zoho Cliq

  Imagine having a virtual assistant that provides rapid updates to your team through Zoho Cliq, helping you stay on top of your sales processes. After returning from a client meeting filled with updates and action items, managing this information together

• Mixed order: stock item and business purchase

  Hi, I'm just getting started with Inventory, and I haven't been able to find an answer to this. I am a small service business, and am just starting to sell products (in very low numbers). From my vendor, I purchase both items that I will on-sell, which

• Issue with COQL Query for Retrieving Notes via Zoho CRM API V7

  Hello, I am currently working on a COQL query to retrieve Notes associated with Deal records via the Zoho CRM API V7. However, I am not receiving any response. When I used the V6 API, I did receive a response. Below is the COQL query I am using to fetch

• Dashboard Auto-refresh

  Why is there no Auto-refresh on the Dashboard? People have been asking for the last 6 years for this function from what I can see in my reasearch, it seems like a very simple intergration for Zoho to achieve. on Sept. 2, 2014, this was added: Support

• Lookup field of related entities

  Hi everyone! Since every Deal can have multiple related Quotes, how can I add a field to Deals that allows the user to select one of those Quotes? The objective is to mark one of the Quotes as the "preferred" one. Thanks for your time!

• Let's Talk Recruit: Is your company profile verified? Here's why it matters!

  Welcome back to our Let's Talk Recruit series! In this discussion, we're diving into company profile verification—what it is, why it’s important, and how it affects your access to key features in Zoho Recruit. This is your space to ask questions, share

• 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ(2/27)

  ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 2月開催のZoho ワークアウトについてお知らせします。 今回は久しぶりに品川にて「オフライン開催」します！！ ※定員に達したため、受付を終了しました。 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、

• Copy button for unattended installer broken.

  Come on guys this is a simple fix on your website. Why is this not been attended to? I keep getting pushed into support cues and the technicians don’t even address the question I’m asking. This is a great product do not let support technicians damage

• Zoho Sheet import error

  The error "Sorry! Couldn't import the spreadsheet. Please try again later." appears when trying to either of the attached spreadsheets, and I'm not sure what the reason is.

• Clear specific tag or tags from all leads

  I'm looking for a way to clear a specific tag from all Leads. I have a function when a tag is added to a lead they are added to a campaign and their status is set to "invited". I need to find a method to remove the tag. If I try to delete the tag to clear

• Can´t copy fields

  Hi Im trying to copy the information from a registry in a module to a new one in another module, the following code works, the thing is, it does'nt copy the rest of information in the new registry, i'm learning Deluge in an autonomy way so, i don't now

• Free Webinar Alert! Focal Point: Building a Financial Ecosystem with Zoho Workplace

  Hello, community! The financial year-end is here, and it’s time to take control of your finances like never before! We’re thrilled to host a webinar titled Focal Point: Building a Financial Ecosystem with Zoho Workplace to help you set up a seamless and

• Syncing Deal Tags with Contact Tags

  Hello, I'm new to Zoho CRM. We use the contacts section to store our quality leads / and past contacts. We obviously use the deals feature when working current deals. I'd like the deal tags and contact tags to automatically sync so the tags are the same

• Assign Templates to a Branch

  Hi, In Zoho Books you can assign templates of invoices,estimates... to customers and vendors and you can also assign transaction numbers to an specific Branch but Is possible to assign a template to branch? We need to use different templates in the same

• HOW TO INTERGRATE ZOHO PEOPLE TIME AND ATTENDANCE TO ZKTECHO MB10

  Can anyone assist me with how i can go about the integration of Zoho people to a time and attendace device (ZKTecho MB10)

• Cash sales

  Is it possible to record daily cash sales via the app?

• How do I see ex employees in Zoho People

  I can't find anyway to see former employees after they've been marked as terminated.

• Is there a way for a custom function to trigger a custom made email alert?

  Hi Zoho Team, We have currently maxed out our 30 workflows in one of our department and we are trying to find ways to make it more efficient. We usually use our workflows to send automated email notifications per team leader for approval of tickets. Is

• Restore deleted spreadsheet

  Hi all, I can not find my spreadsheet. It seems that my spreadsheet is deleted. Please, restore the spreadsheet. Thanks in advance

• Better Control over Team Ordering and Display

  Two feature requests for Zoho Desk team drop downs: The ability to change the order of teams, currently it's not in alphabetical order, which is confusing. I'm thinking a manual ordering via number or drag and drop, alphabetical order, and creation order

• Multi User Lookup field on the Zoho CRM iOS app.

  Hello all!   Hope you are all safe and sound.   We have now brought in support for the Multi User Lookup field on the Zoho CRM mobile app. Below are the enhancements that are supported in this update:   * Multi User Lookup field can be added through the

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