Contacts are always being switched back to non-marketing contacts
Hey there.. hope someone can point me towards the one button, I need to click ;-) In Marketing Automation 2.0, I setup the integration from CRM to Marketing Automation 2.0 (MA2.0). So far so good. Contacts and leads are being imported to MA2.0 They areMarketer's Space: WhatsApp Marketing - The Basics
Hello marketers, Welcome to another post in Marketers Space. This week, we are kicking off a new series on WhatsApp marketing. We'll start with the basics in this post and dive deeper in the following weeks. What is WhatsApp Marketing? WhatsApp is theMarketer's Space: Exploring ZMA's Role In Driving Revenue
Hello Marketers! Welcome back to another post in Marketers Space! This week, we'll delve into how Zoho Marketing Automation helps you boost your revenue. Driving revenue is crucial for the success of any business. It fuels growth, innovation, and ultimately,View Email in Browser
How do we ensure a Marketing Automation email can be viewed in browser in HTML format, not just text only?Cannot save custom field
Hello, I'm trying to add a custom field that is a drop-down list. However, the Save button ineffective. Actually, no matter the custom field I choose, I cannot save it. I tried on both Firefox and Chrome, on a Mac. Is this a bug? ThanksEvidence for Optimal Send time working? Catastrophic results for us
Hi Does anyone have any evidence for Optimal Send time working in Marketing Automation? I tried this yesterday (just trust the system). Open rates are lower (down 50%) Click rates are down 70% Terrible results for us. Never again. If they are applyingMarketer's Space: Targeted messaging : Leveraging ZMA 2.0 for Effective Communication
Hello Marketers, Welcome to another post in Marketers' Space! This week, we'll look at targeted messaging and explore the power of multichannel marketing. Reaching your target audience with the right message at the right time in the right platform isMarketing Automation – UX Design issues
Hi team, Great to see the upgrade for Marketing Automation 2.0, however the UX design still has some glitches. Can you please address the following: The message gets clipped. The email keeps getting cut-off at the bottom, regardless of the length (screenshotMarketer's Space: A Look Into Personalization - How to Tailor Customer Experience Through Segmentation, Merge Tags, Journeys, and Dynamic Content
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Hi We are trying to bulk import contacts in Zoho Marketing Automation through our organization Anvil Tax Inc. however we are having problem bulk sending it. Please assist and see attached for reference.Problem With Journeys and Lead Page
Hi, I contacted support at zohomarketingautomation.com about an issue last week, but have yet to have a response. I have built a critical journey for our customers, but they are skipping the email, at least that's what ti looks like (there's no explanation).MA 2.0 Website Analytics with multiple websites
We noticed since we upgraded to MA 2.0 the website analytics page there is no place, or options to choose which of our 5 websites to pull analytics for, what happened with this? I see you can filter by segments, but there used to be a simple list of theMarketer's Space - Unlocking Customer Insights: A Deep Dive into Website Analytics Module – Part 2
Hello Marketers, In our previous post, we looked at the "Goal Creation" feature in the Website Analytics module. This week, we'll learn about the Website Analytics module in action, focusing on the Dashboard, Acquisition, Behavior, and Smart URL. ZylkerMarketer's Space - Unlocking Customer Insights: A Deep Dive into the Website Analytics Module – Part 1
Hello marketers, Website Analytics is a powerful tool for marketers like you. It enables you to make data-driven decisions so that you can focus on creating marketing plans and optimizing campaigns. You gain a deeper understanding of your customers, theirWordpress Plugin is not working
Hello, Your wordpress plugin is not working. It has been installed on 3 different websites and problem is always the same. It require connection but when I click on connect button literally nothing happens. I sent feedback week ago and still no response. Any thoughts on this issue?Campaign and Marketing Automation
I am a Zoho Campaign User. With Marketing Automation's upgrade and apparent improved workflow and stability I would like to move from Campaigns to MA. But I have a weekly newsletter that I don't want to disrupt and to set up MA with all the processesMarketer's Space - Unveiling the top features in Zoho Marketing Automation
Hello Marketers, Zoho Marketing Automation enables you to generate high-quality leads, segment your customers for laser-focused targeting, automate workflows, and gain deep audience insights—all within a single platform. Let's explore the top five featureslist segments, contacts and automations
Hi, I use marketing automation version 2 beta and I'm trying to figure out what the intended use is and How we're supposed to use the relationship between lists, segments, and contacts. when and how are Liz supposed to be used. are lists filters of segmentsv2 Bug ? - How to remove Critera from a list
We have a list that an employee tried to filter and now we are unable to remove all the critera to revert it back to the standard state and the contacts show as 0. We want to revert to this. But can not remove the critea as it says it's mandatoryI want to embed a newsletter signup form directly into an email template
I'm trying to include a signup form from MA directly into an email template using the embed code generated from the forms section. I've tried using the html code, and while the form does appear, it is not functional (fields can't be filled). This is the"+" sign in the emails (Gmail)
Hello Could you allow us to use the "+" sign in the emails (actually it returns an error) It would be very useful for testing purposes with a Gmail adress... Thank you ---- Using the plus sign With Gmail, a way to change your email address but still have the emails come to your primary inbox is by using the plus sign. You can insert a plus sign with a combination of words in your email address. For example, whenever you sign up for a newsletter, you could use mygmail+newsletter@gmail.com. Gmail willAnnouncing migration support for Zoho Marketing Automation 2.0
*** This post aims to cover details on how we support the migration plan from the older version of Zoho Marketing Automation, giving module specific guidance, timelines and some FAQs. *** Dear Marketing Automation Users, We understand your eagerness toNothing triggers a Journey
I have been on the phone with Zoho support and they claim their development team needs to investigate more. However, I've found this is a pretty standard answer after a call takes any amount of time. After that, it's days and even weeks before it actuallyHow to work with Folders
How to create, rename folders, add subfolders, delete folders, etc.MA2.0 Forms in landing page not pushing information to Lists and CRM**Frustrated**
Hi All, I've been frustrating for over a week now with MA2.0. I feel it still has lots of issues that needs to be addressed. My main one is that I'm unable to capture leads/contacts from my landingpage. The landingpage is supposed to send the contactMarketing Automation Manage List leads not found in All leads.
We have been importing leads into MA through our newsletter list, but just came to realize the leads we added through the newsletter list can't be found in the all leads overview. Any ideas on how we could sync or add them to the all leads overview? ThanksZMA V2 is great but...
Hello In v2 there is only Shopify or Zoho Commerce, it will be great to add Woocommerce (abandoned cart) we can't use the V2 because that features is not yes implemented, we plan to use campaigns and Zoho Marketing Automation V2 both but we can't becauseUnable to change the name of Lead Source Form
I'm trying to change the name of a form created against a lead source, but no matter what browser I use of how long I wait it doesn't save :Marketing Hub Google Analytics Integration
Can anyone explain how exactly the Google Analytics integration works in Marketing Hub? I can't seem to find any information on it at all. The integration says "Import Google Analytics Report." But I can't actually find anywhere to perform this functionality and I'm also not able to see where there is any data being brought through from Google Analytics. Thanks in advance.Zoho Automations & CRM
I'm at the setup stage of Zoho Marketing Automations and we already have a large number of forms built - some in Zoho Forms and some in Zoho Landing Pages. However I have seen a message that only one integration can be set up per form - so does this meanTrying to Convert Lead into Contacts using Automation
Hi All - Hope you can help you. I created a new rule to convert Lead to Contact if I do not receive an email from a lead after 7 Days/1 Week. Sadly the only Instant Action I can choose is Create Record = Contact and no Convert showing. My main goal isDoes Zoho Marketing Automation emailers have a shareable preview link that does not need an email client?
I'd like to share a link with clients for quick reviews. Sometimes test emails are blocked or added to spam by the companies email policy.Trigger Event when Email Opened Twice
How do I set a trigger event when someone opens an email more than once? This was easy to do in Mail Chimp and I can't figure it out here. Currently, I have an email sent to myself when someone opens the email, but that doesn't help much. If someoneImmediate Sync not working.
I created a simple immediate sync from when a lead comes in to add that lead to a marketing automation list and it doesn't work. The initial sync worked. But after that, it does absolutely nothing.Sync Crm with Zoho marketing automation.
I have Zoho one. When I am in marketing automation, I go in leads, sync and crm is not linked, I do add new account and it says organization is already integrated and on the same it says account not associated. What is wrong with zoho? It is sunday eveningWhat is the reputation of Zoho Email System when sending emails
I want to know what is the reputation of Zoho Marketing Automation when sending emails. I have read that only 10% to 15% of the emails sent out get delivered. I understand that if Email Relay is not utilized then Zoho's reputation is pretty bad. I validateIs there a EMAIL REPLY condition?
Can Zoho MH know if someone has REPLIED to an email in a Journey?Unable to select elements
I have a website hosted on zoho sites. On the website there is a page which includes a form created in Zoho Forms. I want an event that will track if the user completes the form and sends it. This will allow me track people who started filling in theAuto responders in Marketing Hub
I've started to look at Campaigns and saw that the auto responders are going end of life and being replaced with workflows, when i jump in to marketing automation auto responders don't mention that. Will auto responder feature still be available in marketingZoho Marketing Font stopped recognizing French letters
Hi We have sent numerous campaigns in French using Zoho Marketing Automation. However, the last campaign prepared when sent as a test mail is not playing the French letters. Please help me as soon as possible. Regards Indo French HubNext Page
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Hello marketers, As you may be aware, Gmail introduced a guideline for bulk senders starting February 2024. If not, here's a quick refresher straight from Google: After this policy was announced first in 2023 and soft-implemented in February 2024, weWhatsApp Message Pricing Changes (Effective July 1, 2025)
Starting July 1, 2025, Meta will introduce a per-message pricing model on the WhatsApp Business Platform, replacing the current conversation-based billing. This update affects all WhatsApp messages sent through Zoho Marketing Automation. We’ve brokenGoogle Analytics version update | GA 4
Hello Marketers. This post is to notify you about the update of Google Analytics 4(GA4), the next generation of analytics which collects event-based data. What's GA4 and Why does it matter? Google Analytics 4 is the latest edition of website and app analyticsAnnouncing migration support for Zoho Marketing Automation 2.0
*** This post aims to cover details on how we support the migration plan from the older version of Zoho Marketing Automation, giving module specific guidance, timelines and some FAQs. *** Dear Marketing Automation Users, We understand your eagerness to
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Checking client unsubscribe details
Hi team, Can you please let me know where we can check if a client has unsubscribed, along with the date and time it was done? If this information is not available at our end, please help confirm the unsubscribe date for the below email ID from the backend:Sync Zoho Marketing Automation with Zoho Forms
I can't find a section where the integration between Zoho Marketing Automation and Zoho form is explained. And how form subscription works with opt-in and consents.Update CRM record action
Currently, MA only offers a "Push Data" action to push data to a CRM module. This action is built to cover the need to both create a new record and update an existing record. Because it has been implemented this way all required fields on the CRM moduleSync Data from MA to CRM
Currently, it's a one-way sync of data from the CRM to MA. I believe we should have the ability to select fields to sync from MA to the CRM. The lead score is a perfect example of this. In an ideal world we would be able to impact the lead score of a
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Gmail is ramping up its email sender policy from November 2025
Hello marketers, As you may be aware, Gmail introduced a guideline for bulk senders starting February 2024. If not, here's a quick refresher straight from Google: After this policy was announced first in 2023 and soft-implemented in February 2024, weMarketer’s Space - WhatsApp Pricing Update: What Marketers Need to Know and Do
Hello Marketers, Welcome back to Marketer’s Space! WhatsApp made changes to their pricing model on July 1, 2025, moving from conversation-based pricing to a per-message pricing model. This week’s post focuses on what these changes mean for your WhatsAppWhatsApp Message Pricing Changes (Effective July 1, 2025)
Starting July 1, 2025, Meta will introduce a per-message pricing model on the WhatsApp Business Platform, replacing the current conversation-based billing. This update affects all WhatsApp messages sent through Zoho Marketing Automation. We’ve brokenMarketer'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 potentialMarketer’s Space - Automating CRM Actions with Journeys - Part 1
Marketing and sales go hand in hand, yet teams often struggle with inefficiencies in lead management. Leads may go cold due to delayed follow-ups, and valuable prospects might get lost in the shuffle. This is where integrating Zoho CRM with Zoho Marketing
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