Journey Leads
Olá . Recentemente eu comecei a usar a ferramenta do marketing Hub, e ainda tenho algumas duvidas da plataforma, teria algum conteudo demonstrativo pra utilização da ferramenta ? Uma outra duvida é , preciso criar algum relatório da jornada dos meus leads, desda a entrada até o processo final, como posso realizar isso e qual seria o melhor caminho, Marketing Hub, ou Analytics ? Transalate Hello Recently I started using the Hub marketing tool, and I still have some doubts about the platform, wouldMKT Hub Journey: Filter by "Clicked on email"
I can´t find any solution for sending threw leads that clicked on a certain email. I can only find the option of skipping leads who clicked, but nothing for skipping the ones that didn´t clicked.MH Journey's "Push To CRM" - does it require a Custom Module in CRM?
Hi One of my Journeys has a step to Push data to CRM. On looking at the report, it says it Ignored this step. I have seen a comment in another message that Push to CRM only works to a Custom Module in CRM. Can somebody confirm this is correct? If so, I'll look into creating a custom module. Yet another work-around... Thanks SteveHow does Cart Abandonment work?
I have activated cart abandonment but I am not sure how it works. How does the user's information from my website get transferred to Zoho? I do not remember setting up any API's.SMS campaign sent on the date field
I see that it is possible to send an SMS message before or after the date field. Is it possible to send one on the day of the date field say at 20:00hrs? If not, is this function coming? ThanksError sending data into Marketing Hub
I created a flow that sends data into Zoho Marketing Hub. During test, the flow works fine. But during live execution, the flow fails. The error message is: Zoho MarketingHub says "Fehler beim Abonnement. Bitte warten Sie etwas ab, versuchen Sie es dann noch einmal." (Error with your subscription. Please wait a moment and try again). Any ideas? ThanksHow to use Accounts module's data as criteria in MktHub
Hello guys, I'm creating this topic to try to find out how can I use Account's module's data as criteria to known visitors in my smart popups at Marketing hub. Right now, I'm able only to choose leads' module. Am I missing any setup step? Anyway. I also have another question. Does Zoho Marketing Hub have a live chat between me and support team as CRM and desk? I really miss it, asking for help via e-mail takes too long. Anyway, if anyone could answer me would be fantasitic! Kind regards, Stay safeI'm missing the ability to push custom data to CRM within a Journey
In Zoho Campaigns I am able to push custom data within a journey to my crm: I'd love to see the same im Marketing HubProvide Webhook based Variables to Journey
I love to be able to trigger a Journey via Webhook, but I would love to be able to provide custom parameters to the beginning of the journey. Lets say I have a Journey for the case a customer purchases a product. This journey includes some introduction emails, an onboarding guide, a set of tipps and tricks and request for product review email. For very standardized or similar products, I would just like to exchange some bits and pieces of the emails i send out. A different link to the product pageLive form url character limit.
Greetings, We've noticed that when you add the url of a live form, on the selection pane (where you select/click a the form), the iframe fails to load. When we try shortening the url to a certain length, the iframe loads just fine. This is fine for most cases, but for SEO, we need to have the url/permalink of the page to be a certain length, to accomodate for the keywords on the link. Is it possible to increase the max length of the url used by the iframe? 255 characters should be sufficient forHow to set lead tags depending on email link click
Hi, I want to accomplish the following: * Leads receive a campaign/journey email * This email contains 3 links with different URLS * Depending on the link click a tag is added to the lead (link 1 -> tag 1 / link 2 -> tag 2 ...) Any idea on how to do this with MarketingHub? Best, PeterLeads sources not showing on Touchpoints by sources
Hello, I am able to see visitiors from different sources on my WebAssistant Dashboard, but I want to track leads from different sources such as Facebook, etc. When I choose "Led Gen" -> "Touchpoints" I can see the visitors but all my leads are being marked like direct source regardless from were they come from. I have made some test leads coming to my website through a Facebook post, I see the test leads (under Leads Tab), and when I go to Touchpoint reports, I just see the visitors from Facebook,Email Signature Integrated with CRM info
Hello, I'm bringing here a killing feature: discrimination on the email signature based on CRM info. Indeed, we have started to test your email signature module (Marketing Hub > Engagement) Currently we're using a paid tool called Xink which is working very well. BUT, it's not natively integrated to Zoho. With your solution, if you make the integration possible, we could define rules as follow: - If Account Type is Active Customers + Country = USA > Banner 1 - If Lead Status is Not ContactedEmail campaign editor not working
Anyone else having issues editing images or anything other than text in the email editor? We are running into many roadblocks with this? Wasn't working yesterday nor today?I have 2 problems
Hi, I have 2 problem: first: when I create a journey and select trigger form, I don't see my form created on app forms second: when I create an email and I try to insert a image, I click on camera icon but nothing is happening thanksSmart URL Error Report
It would be super useful to get a report on smart URL errors. if I notice a pattern of errors I may want to direct them to content.Problems with URLs and Template editor email marketing signature.
Hi, I am trying to promote some ebooks in an email signature campaign. The first problem I have is I paste a URL and I continually get an error. I have been able to get them to work if I manually type the URL, but it seems I should be able to paste a URL as it if faster and less prone to errores. The other big problem I have is that the card editor for the pre-built templates is totally different than the email template editor and I can find no instructions on its use. My attempts have only broughtHow to set up Smart URLs on a WordPress site?
Hi everyone, I have attempted to set up the Smart URL feature, but have been warned by my hosting provider (https://wpxhosting.com/) not to do it as it could cause problems on my site. I originally tried setting it up in March and shied away for the same reason. So I now ask the MH support team and users. Can I set this up without losing my current hosting provider which keeps my site super fast? How do I set this up without breaking, losing or having anything go wrong on my siite? What and why doHow can I add more than 1 CRM account for pushing/syncing.
Right now, my account (marketing lead) is the only account available in the "CRM Account" pull-down for setting up "push to CRM" in both the automation setup for forms, and in CRM actions in journeys. How can I add more accounts... specifically sales. Because now, when I push a lead to the CRM, I'm assigned as the owner. We should be able to pick the CRM account of someone in sales when pushing leads... so that they are the lead owner.CRM Field Mapping Template?
Every time I add a new form, I have to go through the long process of mapping every field in the same way I did for every other form, when setting up a push to CRM. Even obvious fields with the same name between form data and CRM fields aren't automatically mapped -- with is irritating. Can we get a way to save a mapping setup so that we can simply pick the saved mapping when creating a new form that pushes data to the CRM?Can you help me with deleting the domain from Smart URLS in Marketing Hub?
Hello, I verified a domain for Smart URLs in my Marketing Hub. Now I need it somewhere else but I can't delete it from my side. I found on the forum that it should be done from your side. Can you please help me with that? I need 'stordar.me' domain to be removed. Thank you in advance. DariaIssue with DOMAIN AUTHETICATION
Hello, Please i am trying to set up spf/dkim for my account. there is a 3rd domain the system generated automatically which i could not verify as i don't own the domain. Here are domains i have verified and that i own: 1.beginnersbase.com 2.beautyandsalonmarketing.com This is the auto generated one that i couldnt verify beautyandsalon.com can i ignore it please? and how can it be deleted ... thanksChanging a webapp to a website
One of our companie's websites has mistakenly be created as a web app (under MarketingHub's Web Assistant menu). I've tried deleting it and creating a website with the same domain, but the app will only allow me to restore the web app and not create something new. First, can I make this change and if so, how? Second, what exactly distinguishes a website from a web app? is a web app simply a site that runs javascript or is there more to the distinction?Marketing Hub Campaign Periodic Sync Grabbing Wrong Module Info
Hello, I think there is a bug with Marketing Hub Sync right now. I am trying to sync all of my contacts associated with an active account and when I go to map fields, it is pulling in fields from the Deals module instead. I have the criteria clearly checked as Contacts and Accounts... It's been doing this for over two weeks now with no change. The first screen shot below shows the sync setup, and then the second screen shot shows the mapping pulling in "Portfolio Profiles" which is just our 'Deals'How do I turn off double-opt-in for SQL contact forms?
New enterprise ZohoOne customer here. We're trying to get ramped up in a migration (it's still failing) from Hubspot, and am now working on replicating Hubspot's Contact --> workflow in Marketing Hub. Except - marketing hub acts like it's a newsletter publisher??? How do I turn off the double-opt-in for SQL contact request forms? I need to put these into a journey with scoring/qualification, but the double-opt-in is non-standard for an SQL form. In fact, it's stupid. How do I turn it off?Posting on Facebook doesn't work anymore
Greetings, We've noticed that some of our scheduled post campaigns for facebook has been failing. It's showing this message on the reports tab: "Only owners of the URL have the ability to specify the picture, name, thumbnail or description". Please fix this as soon as possible.Double Opt In Button
Good day, I contacted Zoho Support to enable the toggle switch for opt in/double opt in. They did so graciously without any headache, but it was the time it took me to understand and look for this button and dig through forums to find out how to do this. Not 100% sure why it is a support function, but if it is to remain so I would suggest adding the toggle switch and then put a little * next to the toggle switch that says "Please contact support to enable this function.". Saying that, if supportSend test email campaigns without locking the campaign from future edits.
Greetings, Is it possible to send a test campaign without locking the the campaign from future edits. The test preview email exists but it doesn't fill up the merge tags and the view in browser link links to the default test email warning page. What's even more weird is that the page even advises to do a test email to a sample list. How exactly are we able to do this?CORS problem with Live forms
Greetings! We've recently implemented Zoho Markethub into one of our websites and we've been loving it so far. We're having some problems with native forms and making it work with Market Hub, we can associate the forms but whenever we click submit (on our case, "register"). it displays an error on the console(See attached image). Most of our forms are authenticated through javascript and we were wondering if that's the reason why we're getting this error. Any reason why this is error is happening?Marketing Flow If/Else Condition Trigger Sync with Calendar
Is it possible for an If/Else Condition in the Marketing Flow to Trigger an action based on availability in my calendar of an Event Date requested by a Lead? Similar to the Calendar Booking function.[marketing automation] link a goal to event with regexp
Hello, In Marketing Automation, can we link a goal to a set ov events with a regexp name rather than selecting in a list? I would like to create events on my website based on content download and provide a name to the event based on the download target. In order to apply the same goal to each doc downloaded, I will otherwise need to create multiple goals with each event (cannot edit a goal by the way). Any thought? regards, Alex[marketing automation] get events from Zoho Form and Zoho CRM
Hello, In Marketing Campaign, is there a way to get event from Zoho Form whenever someone on the website fills a form? Thanks in advance, AlexAPI integration
Dear Sir or Madam, We start using your platform and faced a few issues: 1) If we update a field with an API it is not triggering updates in journeys 2) According to your documentation, we need "trigger_key" to trigger the journey with API, but when we get the info about journeys there is no trigger_key field - only Journey_key and with it it doesn't work. 3) Journey through your system couldn't go for one lead more than 1 time. The best way if we can trigger the journey with our system everyHow do I add a CNAME to verify my domain for smart URLs?
The instructions are not clear on the help page. Some of the steps are missing. How do I add a CNAME to verify my domain for smart URLs? For the 'CNAME' record, what goes in the DNS name section? I am using Google Cloud Platform. Do you have a video or something that might help?No data of popup on 7/24/2019
Hi there I observed my data of popup, but no data shown until this morning. Is there any bug about popup?Marketing Hub Integration
1. I am trying to integrate Zoho Backstage to marketing hub. How can i know who is the owner for this portal? Or how can i add another company URL here? 2. I also would like to link my zoho survey to marketing hub, please advise. Thanks3 beginnern Questions
Hello Community, I'm a new Zoho One user and just set up MaerketingHub. I have three questions / problems. When I launch MarketingHub it still prompts me to clone my lists from Zoho Campaign even though I've already done this and deleted the original list (is was empty and not yet configured completely). How do I get rid of this message? I activated "Topics" für GDPR reasons and was able to set up one topic. When I try to create another one, it tells me that I have no lists that I could assign theHow can I add buttons to my Emails?
I need to be able to add buttons to my emails fore the reader to choose what to do next. For example: Button 1 will result in a new customer journey to be triggered Button 2 will result in a pop-up appearing to capture some data Button 3 will be a no thank you selection. I cannot work out how to implement these. Please advise.How i can remove a domain from Smart URL?
Hi everyone, I have some troubles when using Smart URL in Marketing Hub. Can you help me? The first, I chose a wrong domain and now i can't remove it to replace a new one. How can I remove this domain from Smart URL? The second is: What do I need to do to display the indicators at Touchpoint? Now this part of me is empty, although I have done everything. Thank you for your help.Cookie policy banner
Hello!! I have configured the Cookie policy banner but it does not appear on the web, I have installed the wordpress plugin for MarketingHub. regardsNext Page
New to Zoho Recruit?
Zoho Campaigns Resources
Announcements
WhatsApp 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
Most Discussed Topics
Signup forms behaviour : Same email & multiple submissions
My use case is that I have a signup form (FormA) that I use in several places on my website, with a hidden field so I can see where the contact has been made from. I also have a couple of other signup forms (FormB and FormC) that slight differences. AllHow do I delete a folder in Marketing Automation?
Folders are used across contact lists and segments, and email templates. How do I delete a folder once it's been created?I want to send out a new newsletter each month
Without rebuilding a whole journey is there a way to create a new newsletter that is sent to an existing journey monthly?Marketing Automation List Entry Criteria is no longer an option
For a couple of years now we have used the "List Entry Criteria" option to filter our Journey recipient list. All of a suddent the option no longer exists for New Lists and I can only delete the option from existing lists but can no longer edit it. AnyoneZoho Journey - ZOHO MARKETING AUTOMATION
I’ve encountered an issue while working with a journey in Zoho Marketing Automation. After creating the journey, I wanted to edit the "Match Criteria" settings. Unfortunately: The criteria section appears to be locked and not editable. I’m also unable
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
Zoho Books Resources
Zoho Projects Resources
Zoho Orchestly Resources
Zoho CRM Plus Resources
Zoho WorkDrive Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho Creator Resources
Zoho CRM Resources
Sticky Posts
Marketer’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 MarketingMarketer's Space - Get effortless subscription management for CRM-synced contacts using Journeys
Hello, marketers! Welcome to another post in the CRM Integration Series in Marketers’ Space. We’ve been exploring how integrating Zoho CRM with Zoho Marketing Automation (ZMA) can enhance your marketing efforts, especially via the Journeys feature. This
Top Contributors
Jeshua Chinnappan Edward
Nagaraj S
Catherine
Hexagon Works
Matthew Farahmand