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

• AGE field from DATE OF BIRTH Field.

  HI! I have a field called date of birth in my CRM (LEADS, CONTACT etc…)     How can I know the AGE today   I would like to create a field AGE. I now how to create a field but I don´t which calculation (CUSTOM FUCTION) to make ¿ANY HELP?

• Zoho Books -> CRM Custom field sync for contacts

  I use a custom field for my three different brands. Since I wanted to start a newsletter I recogniced there is no option to import from Zoho books to Zoho campaign. Only through CRM. I can't sort my customers because the custom field is not synced to

• GETTING ERROR

• Update document template using zoho.sign.updateDocument

  I can't find a complete example on the structure to update an existing document in Zoho Sign using zoho.sign.updateDocument. I am calling this function from a Zoho Creator Function. What I want to update is document data and they are text, boolean, and

• Community Digest Enero 2025 - Todas las novedades en Español Zoho Community

  ¡Hola, Español Zoho Community! Año nuevo, misma energía. Arrancamos este 2025 con las mismas ganas de interactuar con todos vosotros en este foro, ¡y en los eventos de Zoho! Echemos un vistazo a lo que ha ocurrido en las últimas semanas y a lo que tenemos

• Auto select template when "Send Email" button selected?

  I have created a template for Contacts, and I want to have that template auto open whenever the Send Email" button selected on a Contacts page. I know how to do this in Salesforce so I assume in Zoho it would require a custom button on the Contacts page

• South Africa VAT

  Hi  When will you add South African VAT and VAT Reporting to ZoHo Books? The UAE version looks very close, except obviously we would love to directly interact with the South African Revenue Service - but that can come later.  Kind Regards Ben

• Zoho Kiosk - Products module

  I am creating a kiosk to build a new product. The Create Record method does not have the Products module as a choice. What is the procedure to get the Products module into this list?

• New in WorkDrive: Customize your WorkDrive layout to your preference

  Hello everyone,  We are back with another exciting updated for this month. You can now customize your WorkDrive account based on your personal choice using the user preferences setting.  Choose a theme, customize view and sorting options for your WorkDrive account, and set a preferred default landing page.  WorkDrive currently offers three theme options for you to choose from–Evergreen, Calming Blue, and Passion Red.  For the default view, you can choose either List or Thumbnail to determine how

• Meetups España 2025: ¡No te pierdas la primera edición del año!

  ¡Hola, Español Zoho Community! En Zoho, creemos en la importancia de brindar formación gratuita para que saquéis el máximo partido a vuestras Apps de Zoho en la gestión de vuestros negocios. Por eso, en marzo vuelven los Meetups de los ZUGs (Zoho User

• SalesIQ Zobot - can't get "Card Wait Time" to work

  In Zobot, in any "Send Message" card, there is an option to enable "Card wait time." It gives the option of pausing for between 5 to 10 seconds. I've tried it numerous ways, but I cannot get this function to work correctly. Zobot always zips right through

• Forms to CRM - is there a better way of doing this?

  Good afternoon, We currently have an onboarding form for our new landlords and i'm struggling to understand the best way of getting the data from the form into the various modules in our CRM system. The process is as follows: 1. Prospective landlord is

• Digest Januari 2025 - Een terugkijk op wat er deze maand allemaal is gebeurd in de Zoho Community

  Beste Zoho Dutch Community, Een nieuw jaar is begonnen, en we zijn enthousiast om het samen met jullie af te trappen! 2025 brengt niet alleen nieuwe kansen, maar ook spannende productupdates binnen het Zoho-ecosysteem. Of het nu gaat om verbeterde CRM-functionaliteiten,

• Do workflow stop working when developing user is deactivated ?

  Hi, I have an interesting question of one of my colleague. In Creator, we have this colleague (normal zoho user, not developer) who is developing Forms, Workflows, and Connectors in Creator. When this user gets deactivated, ae connectors and workflow

• Connecting Physical Phones to Zoho

  Hey everyone, I work for a phone and internet company that's looking to integrate our phones with Zoho. We have physical phones and a softphone that is connected to it Currently our only goal is click-to-dial I've looked through the documentation of PhoneBridge,

• WorkDrive IS NOT ROTATING on the Android App as the DOCS App does

  The WorkDrive App IS NOT ROTATING on my Android cell phone as the DOCS App does and that was the ONLY way to display the entire folder or file name since the App crops the names in list view. So either find a way to show the entire file or folder name

• How to generate Zoho Meeting summary (key notes) via API

  Is there any documented API call to generate a recording's summary (key notes)? I couldn't find anything in the API docs This action is available in the web UI and I replicated the API call that the web UI is making, which is (this API call was accompanied

• Field Rules are no longer running

  Good morning everyone. I have been working on a Creator form for about 2 months now. It's pretty in depth. And I had about 20 or so Field Rules for a workflow. They have always worked fine. Now today none of them are working. I'm so close to being done

• Updated Search Bar Will Not Go Away

  After searching, the bar results will not go away, and there is no "X" bar to close the results. We've tried refreshing, logging in and out, clearing cookies, and using a different browser. When this happens, we're unable to use the software, which is

• Fetch Purchase Orders ( transactions ) from Items in Zoho Inventory

  The below code fetches all purchase orders created against an item. Code Snippet: get_pos_against_each_item = invokeurl [ url :"https://www.zohoapis.in/inventory/v1/items/transactions/purchaseorders?page=1&per_page=200&sort_order=D&sort_column=date&item_id="

• Add two Facebook Pages under the one brand in Zoho Social

  Hi, Our company currently has two Facebook pages and two Linkedln pages. Is it possible to connect these all under the one brand or will a new brand have to be created to add the second pages in? We currently have the Premium edition so adding a second

• Tip of the week #41- Save your favorite combination of filters in a single view.

  Tired of sifting through endless threads to find the one to work with? Custom views offer the perfect solution. By saving your favorite filter combinations in one place, you can quickly access the threads in your inboxes. Custom views make it easy to

• How to set calendar date field start Monday

  I have a report displaying record in calendar view. I'm based in europe, weeks starts Mondays. Calendar view shows correct. as shown in the screenshot below To add a record, the form uses a Date field. But this field show weeks starting Sunday. See screenshot

• Create and embed custom capabilities across CRM with Kiosk, our latest low-code tool

  [6 Mar 2024] This feature has been released to all users in all DCs. Exciting Update Alert: “Process Flows” is now “Kiosk” with a better and more accessible spot. Kiosk will be available under Setup -> Customization. As a result, the old help doc links

• Effortlessly analyze a report with contextual quick-view filter

  Dear Customers, We hope you're well! We are here with nifty enhancements to the reports feature in Zoho CRM. Reports gives you a real-big picture of your business' performance as processed data. This useful tabulation of data can sometimes be extensive

• Updated Search Bar Will Not Go Away

  After searching, the bar results will not go away, and there is no "X" bar to close the results. We've tried refreshing, logging in and out, clearing cookies, and using a different browser. When this happens, we're unable to use the software, which is

• Zepto Credits are not added for more than 2 days

  Hi, It is more than 2 days and Zepto credits purchased by me are still not added to the account and our functionality is broken in application. Kindly address this ASAP

• Update Stock Sold

  Hi I am sorry to bring this on here but I am really stuck. So I have a form that lists all our products we sell with a field for Purchased Stock and Sold Stock. I have another form for Purchase of Products, which when filled out, updates the Purchased

• Need Custom Function to fetch files from file Upload field in Zoho CRM

  Hi Community Members, I have stored some files in file upload field in deals module I need a custom function to fetch the files from file upload field and attach into most recent note Please refer to the attached image

• Banking / Matching Bill in different currency

  Scenario We've received a bill in CHF. The payment was made via our USD banking account. What we tried Matching the bank transaction to a bill - no matter which search criteria we use, no bill can be found. Trying to match the bank transaction to the

• Update: SalesIQ Now lets you Continue Closed Chats from Multiple Instant Messaging Platforms

  Hi everyone, Guess what! We have some news. You can now reopen customer chats from different messaging channels on SalesIQ. Yes, we know you've been anticipating this, and we've delivered! This update is designed to make your customer support experience

• email address autocomplete

  Is there a way to eliminate certain addresses from showing up in auto complete when entering an address? Many old and unused addresses currently show up, many of which I would like to get rid of. Thanks

• Customizable Spacing Between / Below Columns in Zoho CRM Templates

  Hello, We would like to request an enhancement to Zoho CRM’s template editor. Currently, when creating a new template (in our case, an Inventory Template for generating a Quote PDF), we have the ability to add spacers and control their exact size. However,

• display each individual salesperson target

  Hi there, I want to be able to display each individual salesperson's target on their own dashboard. Currently it is setup that it shows the whole sales department target, which is why i want it to display each individual person's target so that when the

• Inquiry About Layout Rules for Items Section in Zoho Books/Inventory

  Good day, I am reaching out to inquire if there is any way to implement layout rules for the items section in Zoho Books/Inventory. Before we proceed, I am aware that item groups could be a potential solution. However, the customer is not inclined to

• Power of Automation :: Invoice your timelogs automatically once the tasks are completed

  Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

• Amazon purchase Integration

  Hi all, This may be a stretch, but I have to ask anyway. I am a reseller; most of my purchases are from Amazon, SHEIN, and TEMU. Is there a way I can enter the Amazon invoice\order number in Books and retrieve the Amazon order detail order?

• Is it possible to link one note to multiple companies?

  If I have a note that talks about a relationship between two companies in my CRM, is it possible to associate that note to both companies or do I have to make a copy of the note and link the copy to the second company?

• Custom Field - cannot edit a dropdown field item

  We have a custom field within the project template (Dropdown) that is for the Dealer related to this project.  I thought in the past if we needed to update a name of one of the items added to the dropdown list we could edit them, so I am not sure if this is a recent change or not. But is there a way to update an item that is already in the drop down field list? This is a required field, and I do not want to remove this item and add the updated name as that will seriously mess up our reporting, but

• Copying and pasting emails from CRM to Marketing Automation

  Hello, My Zoho consultants built all my customer nurture emails in CRM instead of Marketing Automation. I would like them all in Marketing Automation. Can they simply copy and paste the emails from CRM to Marketing Automation? Or will they need to rebuild

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