The all new Marketing Automation 2.0 is now part of Marketing Plus

The all new Marketing Automation 2.0 is now part of Marketing Plus

Hey everyone,
 
We're excited to introduce the latest version of Marketing Automation to Zoho Marketing Plus for all users. The new version comes with a lot of features to help simplify and streamline your marketing activities

Here's a brief overview of what's new and how you can migrate to the latest version in Zoho Marketing Plus.

Revamped user interface 

The Marketing Automation module has a whole new user interface that's carefully designed to make it easy to navigate and manage your marketing activities, including creating campaigns, personalizing journeys, generating leads via signup forms, building landing pages, and much more. 


Simplified contact management 

Managing your contact list in Marketing Automation is a lot easier with the all-new Contacts module, which was previously known as the Leads module. Firstly, a new dashboard offers a holistic picture of your contacts by offering insightful metrics such as your total number of contacts, contacts that are ready for marketing or sales, contacts by stage, source, and location, and much more.



The detailed contacts view has a new look as well. You can view important details like stages, associated lists, segments, journeys, subscription details, engagements, and a timeline of all activities in chronological order.



You can also view a complete list of contacts filtered by stage with the help of a Kanban view, and you can easily drag and drop contacts across various stages.
 
Lists have also been simplified. Each list has a detailed dashboard related to contacts, such as contact growth, associated entities, status, and so on. You can also view associated journeys and campaigns for a particular contact list, segment your contacts based on various criteria, and manage them from Marketing Automation.
 
The Contacts module also comes with various ways to qualify your leads with the help of scores. You can configure scores based on the activities the contact performs with regard to email campaigns, such as opens, clicks, or replies, or based on field values and various website other activities. 

More ways to generate leads 

Websites are one of the best and most effective marketing channels, as they help visitors understand more about your brand and what you offer. Hence, it's essential for businesses to optimize their websites in order to capture and convert these visitors as leads.

Marketing Automation comes equipped with just that. Using signup forms, pop-ups, and landing pages, you can capture information about your prospects and synchronize them with Zoho CRM. You can also automatically add these leads to lists, modify their scores, add them to specific journeys, and much more.



Keep tabs on your website  

Once your website is live, it's important to measure the performance to increase conversions. Marketing Automation module comes with a detailed dashboard and in-depth analytics on the behavior and acquisition of your website visitors. The behavior report gives you the complete picture of how visitors are interacting with your website, the top performing page, time spent on pages, the page through which visitors first land on your website, and the last page visited before they exit, and lot more.

The acquisition report, on the other hand helps you identify how these visitors land on your website; the different sources, channels, or the country. This helps you identify the right channel that works for you and plan your marketing activities accordingly. With PageSense already part of Marketing Plus, all your goals, and other important website analytics are in sync with Marketing Automation. 

Marketing campaigns simplified 

Marketing Automation now offers a whole new streamlined experience in creating and managing your campaigns across channels. You can create your email campaigns and promote your surveys, webinars, SMS campaigns, and promotions via WhatsApp.

Personalize touchpoints with Journeys 

The journey builder comes with a lot of updates. With Journey X-Ray, you can dissect and understand the path your contacts take, the most- and least-engaged actions, the number of entrances and exits, and a lot more. This is designed to give you a better understanding of your customer journey across various touchpoints to help optimize them further.

All the journeys you've created in previous versions will be migrated to the new version as drafts. The following components are deprecated in the new version:

Triggers
Actions
Missed goal
Date field trigger (revised)
Email action trigger (revised)
Video click
Attachment download
Send survey mail
Reminder loop
A/B test
Three-way condition
Update deal
Mile stone
End of process components


If you've created journeys with these deprecated components, you'll need to replace them manually before migrating them to the new version.
 
Also, any autoresponders from the previous version will be discontinued in 2.0. You can convert your old autoresponders into journeys.

Revamped roles and permissions 

Roles and privileges in Marketing Plus enable you to define and control access to data and various features in Marketing Plus. There are four different roles available by default: Brand Admin, Brand Marketer, Brand Member, and Event Member.

Previously, Marketing Automation users were only permitted to manage the records they created.



Now, we've introduced more control over how users can access data and features. You can define appropriate permissions for contacts and lists, lead generation functions, marketing channels, websites, and assets. 



Accessing the new version  

The all-new Marketing Automation will be available for all Marketing Plus users starting on June 4, 2024. All topics, integrations, SMS gateways, and smart URLs will have to be migrated to start accessing the new version.

Migrating topics 

Previously, topics in Marketing Automation were usually associated with lists. Now, you can associate them with contacts directly, as well as associate multiple topics to a contact. They can unsubscribe from these topics per their preferences.

Migrating integrations 

Previously, Marketing Automation users could integrate and create syncs with Zoho or other third-party services, which was sometimes hard to track and led to data duplication.
 
To streamline integrations between solutions, now only the administrator of both applications can integrate and create syncs in Marketing Automation—and only one integration and sync.
 
For example, if you want to integrate Marketing Automation in Marketing Plus and Zoho CRM, you need to be the Brand Admin in Marketing Plus and an Administrator in Zoho CRM. Once an account is integrated, other users in your organization can't configure another integration.
 
If multiple integrations are configured in Marketing Automation, you can see the complete list of all the accounts while migrating to the new version. Make sure to select the account you want to retain in the new version. 

Migrating SMS providers 

To increase accuracy, SMS campaigns will only be sent to the mobile numbers specified in each contact's Mobile field. If you've used any other field to store the contact information in the older version, the data will need to be moved to the Mobile field to start sending SMS campaigns in this new version.

Migrating Smart URLs 

Previously, Smart URLs in Marketing Automation can be created for two custom domains. Now, in the new version, you can create smart URLs using the default or your custom domain. Only one custom domain can be connected. So, while migrating to the new version, you can choose the domain that you want to migrate to the new version.  

To access the new version
  1. Go to the Marketing Automation module in Marketing Plus and click Switch to new version. 
  2. Click Proceed in the pop-up.
  3. In the Topic Management tab, click Migrate now. 

  4. Select an integration from the Integration tab and click Migrate and Proceed.
    Do the same if more integrations are listed in the Integration tab.
  5. In the SMS tab, select your preference.

  6. Click Migrate and Proceed.
  7. In the Smart URL tab, select the appropriate domain from the drop down list.
  8. Click Migrate and Proceed.

  9. Click Switch Now in the pop-up.
We hope you find this information useful. Please give it a try and feel free to share your valuable feedback with us.
 
Regards,
The Marketing Plus Team

    • Recent Topics

    • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

      Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything

    • Social icons, open in new tab?

      Hello, I have two social icons on my footer, Facebook and Psychology Today. Clicking on the Facebook icon opens a new tab, the Psychology Today icon does not. I would like them both to open a new tab. Am I missing a setting somewhere?

    • Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

      Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to

    • Real-Time Screen Annotation During Zoho Cliq Screen Sharing

      Hi Zoho Support Team, Hope you're doing well. We’d like to request the addition of real-time screen annotation tools during screen sharing sessions in Zoho Cliq video calls. 🔍 What We're Looking For: The ability for the presenter—and optionally, other

    • encountering an error when attempting to associate an email with a Deal using the Zoho CRM extension in Zoho Mail.

      When I click "Yes, associate," the system displays an "Oops!! Something went wrong" error message. I have attached a screenshot of the issue for reference.

    • Autofill address using smart fields mapped over the pdf document

      Hi, I'm using mail merge to map smart fields onto PDF documents I plan to distribute for signing. I already have a Zoho Sign subscription. When mapping smart fields from the Employee form, I only see the permanent and current addresses which include the

    • Live Chat for user

      Hi everyone, I’m new to Zoho Creator and wanted to ask if it’s possible to add a live chat option for all logged-in portal users so they can chat internally. I’m trying to create a customer portal similar to a service desk, but for vehicle breakdowns,

    • How do I cap employee leave accrual

      HI there, How do I cap an employee's leave accrual? The policy is that you accrue 15 days leave annually (1.25 days a month) and once you reach 15 days, you wont accrue more until you take leave. Thank you!

    • Open sub form from a button as a popup form

      Is there a way within a form to use similar code as below to show a button in the form when clicked opens the subform for data to be added to the record being viewed in the form OpenUrl("#Form:<Customer_Delivery_Address>?<Delivery_Address>=" + input.ID,"popup

    • Dont have backup option in setting

      Hi guys. I started using zoho book a week ago. I bought premium package yet I don't have backup option in setting. I hope anyone can help me find a solution. Thanks in advance

    • Making Tags Mandatory

      When creating an expense, is it possible to make the Tags field mandatory?  I see the option in settings to make other fields mandatory, like Merchant, Description, Customer, etc, but nothing about Tags. Thanks! Kevin

    • Is there a plan to integrate zoho voice with zoho books?

      Hello, Is there a plan to integrate zoho voice with zoho books? Right now we are using the Twilio SMS integration into zoho books, but have recently decided to switch to zoho voice for calls and sms. Is there a plan to integrate zoho voice natively into

    • Pass variables to Zoho Desk via URL to create a fast new ticket landing page

      We are integrating our phone system into Zoho Desk. Currently when a helpdesk agent answers the phone, a soft client opens a new tab with zoho desk at the new case page. https://desk.zoho.com/support/companyname/ShowHomePage.do#Cases/new We would like

    • Zoho Books Extension: What Happens If Custom Fields Already Exist?

      When developing Zoho Books extensions, what happens if the target Zoho Books organization already has a custom field with the same API name as one defined in the extension? I’m asking because we originally created an on-Books version of this functionality,

    • Modular Permission Levels

      We need more modular Permissions per module in Books we have 2 use cases that are creating problems We need per module export permission we have a use case where users should be able to view the sales orders but not export it, but they can export other

    • ¡Vuelven los Workshops Certificados de Zoho a España!

      ¡Hola usuarios de Español Zoho Community! Hace ya unos días que hemos dado la bienvenida al 2026, y promete ser un año de lo más emocionante. Y es que nos gustaría haceros nuestro particular regalo de Reyes, aunque lleguemos un poco tarde. 🎁 ¡Nos gustaría

    • Free Webinar on 21 January: Looking back at Zoho Mail in 2025

      Hello Zoho Community! Curious about how Zoho Mail evolved in 2025? Wondering how these updates can make your everyday email work simpler? We’ve got a session you won’t want to miss. In our Zoho Mail 2025 recap webinar, we’ll walk you through the key features

    • Delay in rendering Zoho Recruit - Careers in the ZappyWorks

      I click on the Careers link (https://zappyworks.zohorecruit.com/jobs/Careers) on the ZappyWorks website expecting to see the job openings. The site redirects me to Zoho Recruit, but after the redirect, the page just stays blank for several seconds. I'm

    • Cliq Networks users can see all other network users contact information

      Is there a way to hide user contact information from each user in networks? I would only like the users to see the admin's contact information, not other users. Network users information shared by default

    • Zoho Sheet - Printing - Page Breaks and Printing Customization

      I think the title is descriptive enough in that I cannot find help documentation on a simple task of adding in page brakes for separating pages on print. Thanks

    • Missing the "Find & Merge Duplicates" choice

      Hi, I am missing the "Find & Merge Duplicates" choice. I looked under the "More Actions" menu in Contacts, Accounts, Vendors, and Leads and it is not there. I have full permissions. Please assist me on finding this feature. Thanks!

    • OAuth integration issues

      I'm experiencing persistent OAuth errors when trying to connect Make with Zoho API. I've tried multiple approaches but keep encountering the following issues: First error: 'Invalid Redirect Uri - Redirect URI passed does not match with the one configured'

    • Marketing Tip #16: Ideal sizes and formats for adding images to your online store

      Images can make (or break) your storefront experience. When your banners and product photos follow the right sizes and aspect ratios, your store looks cleaner, loads faster, and feels more trustworthy—especially on mobile. Here are recommended image sizes

    • Improve WhatsApp Module in Zoho CRM

      The current WhatsApp module UI in Zoho CRM feels cluttered and complex, especially when handling high volumes of conversations. It would be great to enhance the WhatsApp module UI/UX by adopting a clean and simplified interface similar to Bigin CRM’s

    • Blueprint transitions on locked records

      We use the ability to automatically lock records (quotes, sales orders, etc.) based on criteria, such as stage. For instance, if a quote has been sent to a client, the quote is then locked for further edits. Our ideal quote stage process is: Draft>Sent>Won.

    • Enhance productivity with the revamped Zoho Sheet View

      Hello folks, For some time now, you've been able to use the Zoho Sheet View to quickly edit multiple records or to insert a batch of new records. Its tabular interface allows users to engage in these tasks productively. Despite this, the existing Sheet

    • No OR Filter for Views with a Related Modules Criteria

      We would like to create a Deal View where the User can see all their deals. For that, we would need an OR to connect the criteria. One of the Fields is a "multiselect User", these (Related Modules Criteria) can only be Filter with an AND. Even between

    • Good news! Calendar in Zoho CRM gets a face lift

      Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities

    • Limit maximum entries for subform - depending on fields entry

      Hi Zoho! I have a form with a subform in it. I'd like to have limitation for the row number depending on an entry in a drop-down field in the main form (If the field in the main form is marked "Answer1" - Limit the entries to 1 row, if the field is "Answer2" to have 2 rows limitation, "Answer3" = no limitation at all) Can this be done? Thanks Ravid

    • Save HTML Snippet Page as PDF with Dynamic Data in Zoho Creator (Working Solution)

      Hi Zoho Creator Community 👋, I faced a common challenge while working with HTML Snippet Pages — I needed to generate a PDF with dynamic data and save it back into the record automatically. Here’s the working solution that might help others. Use Case

    • Make Camera Overlay & Recording Controls Visible in All Screen-Sharing Options

      Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an improvement to the screen-recording experience in Zoho WorkDrive. Current Limitation: At the moment the recording controls are visible only inside the Zoho WorkDrive tab. When

    • Cannot connect to imap.zoho.eu on iOS26

      Hey, I recently migrated to another iPhone and since then use iOS26. Every since then, I was not able to connect to "imap.zoho.eu" from Apple Mail. I tried deleting the account and adding it again, did not work. I tried creating an app password, didn't

    • Rebranding Options for Zoho One

      We need the addition of rebranding and white-labeling settings directly within the Zoho One Admin Panel. This feature should allow organizations to customize the unified portal with their own logo, brand colors, and custom domain mapping (e.g., portal.company.com).

    • Tip #57- Accessibility Controls in Zoho Assist: Mobility- 'Insider Insights'

      Remote support should be easy to navigate for everyone. For users with mobility-related accessibility needs, long sessions and complex navigation can be challenging. Zoho Assist’s Mobility Accessibility Controls simplify interaction through keyboard-based

    • To print Multiple delivery notes in batches

      In Zoho Books, we can print a Delivery Note from an Invoice using the Print Delivery Note option, but it is non-editable and always prints all line items from the invoice. Our requirement is to deliver invoiced items in batches and print delivery notes

    • UPLOAD A CREATED PDF AUTOMATICALLY

      Using the html header pdf+print button, I have managed to find a way to have a user create a pdf using entered form data. Using the schedule button, I can have a "file uploaded" pdf mailed to someone as an attachment. The missing piece is to be able to add the pdf, created in that html page to a file upload field automatically? Right now one has to save it to computer and then upload it in a FILE UPLOAD FIELD. Any help would appreciated !  

    • Consolidated Department-wise Payroll Cost Summary Report

      Hello Zoho Payroll Team and Community, I am writing to discuss a reporting requirement regarding department-level expense tracking within Zoho Payroll. As we scale and manage salary distribution for employees across multiple departments, such as Accounts,

    • Write-Off multiple invoices and tax calculation

      Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions:  - I cannot find a way to write off several invoices together. How can I do that,

    • How to remove chat icon from knowledge base?

      I have set up a knowledge base to hold FAQs and documentation. It is currently standalone, and not integrated into our website. On every page there is a chat button in the bottom left corner that says "We're offline, please leave a message." How can I

    • [ZohoDesk] Improve Status View with a new editeble kanban view

      A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to edit

    • Next Page