Tips And Tricks - Announcement

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• Vanessa Fox

• Storytelling BeanCounter - www.storytellingbeancounter.com

  

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• Sticky Posts

• Tip #4 : Refer and Earn Workflow system for your Subscription Business

  Hello everyone, We've been coming up with a tip every week to address specific business scenarios which can be implemented for your business. In continuation to the previous post, this week we will be seeing about how you can implement the Refer and Earn Workflow system to acquire more customers. Why are Referrals important? Customer Acquisition is crucial for any business to sustain itself in a constantly evolving market. It involves persuading new consumers to purchase your products. Customers

• Tip #2 - Cancellation of Offline Subscriptions based on the Expected Payment Date

  Hello everyone, As you all know, we are coming up with a custom function workflow every week to address specific business scenarios. In continuation of this previous blog, this week we will be seeing about Cancellation of Offline Subscriptions based on the Expected Payment Date. Business Scenario: In general, for any business, the customers make payments via online as well as offline. In case of subscription where the automatic collection of charge is enabled (aka online subscription), the customer's

• Tip #3 : Send SMS Reminders for your Subscription Business

  Hello everyone, As you all know, we are coming up with a tip every week to address specific business scenarios. In continuation to the previous blog, this week we will be seeing how you can use SMS reminders for your Subscription Business. Using SMS messages for your Subscription Business: While managing your subscription business, more often than not, you need to keep your customers informed about upcoming renewals, payment reminders and cancellations. By keeping them informed in advance, you can

• Tips And Tricks - Announcement

  Hello everyone, Every business is unique and each of them follows a specific workflow. While managing your customers' subscriptions with Zoho, you might have some needs unique to your business. Custom Functions helps you address such needs. This is a start to a series of posts, where we will be coming up with a custom function workflow every week that addresses specific business scenarios. Watch this space for further updates! Also, if you have any specific business scenario which needs to be addressed,

• Tip #6 : Accessing external URLs from Zoho Subscriptions

  Hello everyone, We have been sharing a tip every week to address specific business scenarios which you can implement for your subscription business. Last week, we shared a tip about implementing the Approval Workflow system. This week, let's look at how you can access external URLs with the help of Custom Link. Business Scenario: Every business functions differently and has its unique requirements. At times, businesses might want to access other websites or applications by appending specific information

• Recent Topics

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• Automation Series #2: SLA vs Supervisor Rule in Zoho Desk

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• Zoho Recruit - Email Relay

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• Better use of contacts

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• Disappointment with Zoho Payments

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• Rename system-defined labels in Zoho CRM

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• Introducing parent-child ticketing in Zoho Desk [Early access]

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• Separate Items & Services

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• Zoho Sign 2025–2026: What's new and what's next

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• New Account, Setting up Domain Question

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• 【開催報告】東京 Zoho ユーザー交流会 NEXUS vol.1 ～ データドリブン経営・少人数組織のCRM活用・AIエージェントの最前線 ～

  ユーザーの皆さん、こんにちは。 コミュニティグループの中野です。 2026年3月27日（金）、東京・新橋にて「東京 Zoho ユーザー交流会 NEXUS vol.1」が開催されました。 今回は「マーケティング領域のZoho 活用法 × AI」をテーマに、ユーザーさん2名による事例セッション、Zoho 社員によるAIセッションなどを実施しました。 ご参加くださったユーザーの皆さま、ありがとうございました！ この投稿では、当日のセッションの様子や使用した資料を紹介しています。残念ながら当日お越しいただけなかった方も、ぜひチェックしてみてください。

• Monthly Webinar : Getting Started with Zoho LandingPage

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• Mass emails - Allow preview of which emails will receive the email based on the criteria

  Feature request. Please allow us to view and confirm the exact recipients of the mass emails based on the criteria we've chosen before sending. It can be quite sensitive if you send the mass email to some wrong accounts accidently, so it would be great

• Limitation in Dynamic Constant Sum Based on Previous Question Selections in Zoho Survey

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• SAP Business One(B1) integration is now live in Zoho Flow

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• sync two zoho crm

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• Import MSG to Yandex Mail Account | Fast & Reliable Solution

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• Calculate Hours Minutes Sec in Zoho Creator Using Deluge

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• Build Smarter Apps with AI in Zoho Creator

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• Zia Dashboard Insights : turn your dashboard into decisions

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• Tickets without registration

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• Zoho Desk Answer Bot vs. Zia Agents – Knowledge Base & Ticket Access

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• Logged out

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• Zoho API

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• #157127950

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• How I Implemented Subscription-Based Access Control and Expiry Handling in Zoho Creator

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• Zoho Forms API

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