Track Zoho Campaign and Workflow sales impact

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• Sticky Posts

• Marketer's Space: Proven tips to improve open rates – Part II

  Hello Marketers! Welcome back to another post in Marketer's Space! We're continuing from where we left off a fortnight ago. We ended the previous post discussing the subject line, and we'll continue from there. Let's dive right in. Pre-header Pre-header

• 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

• Recent Topics

• Zoho email suddenly stopped working - any ideas to fix this ?

  Zoho email suddenly stopped working. although got this sent to me Reporting-MTA: dns; mx.zohomail.eu Arrival-Date: Wed, 26 Aug 2026 12:48:05 +0100 Original-Recipient: rfc822; Final-Recipient: rfc822; Status: 421 Action: delayed Last-Attempt-Date: 26 Aug

• GCLID and Zoho Bookings

  Is there anyway to embed a Zoho Bookings signup on a landing page and pass the GCLID information? More specifically, can this be done using auto-tagging and not manual tagging the GCLID? I know Zappier has an integration to do this but is there a better

• Calendar Booking - Rescheduled and cancelled appointments not deleting in G Suite calendar

  We started using the built in calendar booking feature and are really liking it! However, we are having one issue.  If a client reschedules an appointment using the reschedule feature the original appointment doesn't get deleted out of our g suite calendar

• Automating CRM backup storage?

  Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,

• Automate pushing Zoho CRM backups into Zoho WorkDrive

  Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They

• Backup to external location (Dropbox etc)

  Dear Zoho Team, I've set the CRM Backup schedule to once a month, which when complete sends me an email. Of course I then need to manually login and download the file. Nice but VERY 20th century and relies on us humans not to fail. Can you please provide

• Cloud backup for CRM

  This is an idea / feature request for ability to periodically export CRM backup to an external cloud provider, similar to Zoho Vault: https://www.zoho.com/vault/data-backup.html Alternatively I would help being able to access manual data backup programatically

• Introducing throw statements in Deluge

  Hello everyone, We're introducing a powerful addition to Deluge that gives you more precise control over error handling in your scripts. Whether you're calling an external API, validating user input, or enforcing a business rule, there are moments when

• Introducing throw statements in Deluge

  Hello everyone, We're introducing a powerful addition to Deluge that gives you more precise control over error handling in your scripts. Whether you're calling an external API, validating user input, or enforcing a business rule, there are moments when

• WhatsApp Coexistence

  Hello, please implement WhatsApp Coexistence, we need to track staff whatsapp chats on their PC and they need to be able to use WhatsApp on their mobile in around the office and warehouse, as we video call customers and send them product pictures. Thank

• Zoho Creator to Zoho Writer for prefilled documents...

  In response to the question about connecting Zoho Creator to Zoho Writer for prefilled documents, I wanted to share a working implementation that demonstrates how to use the record_id parameter with the Zoho Writer Merge API. This allows Writer to automatically

• Upload a video to embed into an article

  How can we upload a video to embed into the article...? We can upload images but this only seems to support image files. And the video option seems to just support YouTube, Vimeo and DailyMotion which is no good, we need to create our own videos and upload

• PAN - Aadhar Link Status

  Can Zohobooks also get latest PAN-Aadhar Linking Status from Income Tax Portal ?

• LinkedIn RSC is now live in Zoho Recruit

  LinkedIn Recruiter System Connect (RSC) is here. Your Zoho Recruit data (candidates, jobs, notes, stage updates, resume attachments, and more) now syncs with LinkedIn in real time. Note: LinkedIn RSC is included with your LinkedIn Recruiter Corporate

• Zoho Writer for Android - Headings

  Hello Zoho team, I have created structured doc with headings in writer web version on pc. Then I have opened it in my phone. Write is crashing while used function: menu "three dots", Document Navigation, Headings. Zoho Writer for Android 6.1.4 Samsung

• The in between line spacing management

  In the Microsoft Word, when we write something there is a tool from where we can manage the line spacing. Here in writer app in mobile it is by default 1.5. I request Zoho Team to give the option from where I can control Line Spacing, Remove space between

• Zoho Books | Product updates | September 2026

  Hello Partners, We've rolled out new updates to Zoho Books. From a brand-new Nigeria edition expanding our presence on the African continent to the new Super Admin privilege, here's everything that's new this month. Nigeria Edition Now Live [Nigeria Edition]

• Cross-application Deluge calls fail when application link name starts with a number

  I encountered an issue when calling a custom function in another Zoho Creator application within the same account. The target application’s URL/application link name began with a number, similar to: 27_example_application The following cross-application

• Pulling data from lookup fields

  If I try to pull in CRM data from a lookup field, it only shows a number and not the actual name. Is there a way to get around this? It impossible to do reports using lookup field data.

• CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

  Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

• Marketing Tip #49: Set up Meta Pixel and turn store visitors into repeat buyers

  Most of your store visitors don't buy on their first visit. They browse, get distracted, and leave. Without a way to reach them again, that traffic is gone forever. Meta Pixel changes that. What is Meta Pixel? Meta Pixel (previously called Facebook Pixel)

• unable to join meeting due to speaker issue

  unable to join meeting due to speaker issue

• Unlock smarter scheduling with AI in Zoho Bookings

  Hello everyone! Scheduling touches more parts of a business than we often realize. Teams need to coordinate. Workflows need to move. Business apps need to connect. And with AI, the way we interact with scheduling is changing too. Join our upcoming live

• Zoho CRM Layout Rules: Nine New Actions, Profile-Based Execution, and Interactive Preview

  Hello everyone, Availability: This feature is now available for all users. We’re excited to announce powerful new enhancements to Layout Rules in Zoho CRM - a feature built to guide our teams through form-filling by showing the right information to the

• I want to delete payment detail of my cards from the system.

  I want to delete payment detail of my cards from the system.

• Urgent: Outgoing Emails Delayed Across All Zoho Desk Departments

  Dear Zoho Support, We have started receiving delivery delay notifications across all our Zoho Desk departments. Error details: Error: 451 4.7.500 Server busy Action: Delayed Receiving system: Microsoft 365 / Exchange Online Affected Zoho sending IPs identified

• Zoho Desk API modifiedTimeRange returns HTTP 500 around 2026-03-08T02:00:00.000Z

  Hello Zoho Support Team, We are experiencing a reproducible HTTP 500 Internal Server Error when querying the Zoho Desk API search endpoint with a specific modifiedTimeRange boundary. ### API Endpoint GET /api/v1/tickets/search ### Reproduction Steps &

• Les meilleures pratiques d’email marketing pour booster les ouvertures, les clics et les conversions

  L’email marketing connaît aujourd’hui des changements profonds. Gmail, Yahoo et Microsoft ont notamment renforcé leurs exigences en matière d’authentification, ce qui rend la délivrabilité plus complexe et exigeante. Dans le même temps, les filtres basés

• prefill_data for Creator + Merge & Sign

  Hello, Is there an option to use prefill_data for signer fields from creator? I see the option for CRM but it will not work with creator? I have tried passing the value in the signer data, and that also does not work. Alternatively, is there a way to

• Time Zone is incorrect

  Time zone is not working properly...I've checked it twice. I'm eastern U.S. time it's currently 12:22 pm EST. CRM shows 3:22 pm EST.

• Announcing the new SKILL.md for Zoho CRM and the updated OAS repository!

  We are introducing a new zoho-crm skill to make working with Zoho CRM Developer tools (like APIs, functions, widgets, client scripts, queries etc) easier and faster, with the help of AI in your preferred AI harness like Claude Code, Codex, Cursor, VSCode

• Kaizen #258 - Getting Started with zoho-crm SKILL.md

  Howdy tech wizards, Welcome to a fresh week of Kaizen. This week, we are taking a look at the zoho-crm SKILL.md, an Agent Skill designed to help AI coding agents work with Zoho CRM’s developer capabilities. What is zoho-crm SKILL.md? The zoho-crm skill

• Support Required for Integrating Zoho SalesIQ in Flutter Web

  Hi Team, I have developed a Flutter application and I am currently using the salesiq_mobilisten: ^6.5.4 package. As per the package documentation ( https://pub.dev/packages/salesiq_mobilisten ), it supports only Android and iOS, and it is working fine

• Zoho CRM Error message #2 : Fixing [Invalid Credentials] and [Authentication Fail] while configuring IMAP

  Hi Everyone! As a part of our Zoho CRM Error messages series, we're going to focus on couple of error messages that you might encounter while configuring IMAP and ways to resolve them. These are: [Invalid Credentials] [Authentication Fail] The annoying

• Books is extremely slow again today !

  Everything is running slowly even with 500mb connection speed

• MCP for Zoho Sign is not working

  I'm using the mcp builder at mcp.zoho.com and selected Zoho Sign. I have created it 4 different times but my other mcp servers are working. However, mcp for zoho sign WILL NOT WORK. It throws a 400 error. I've checked everything. I tried with both Grok

• Automate Credit Card Surcharge

  Is there a way to create an automation that will add a 3.0% credit card surcharge to a subscription whenever a customer pays via credit card?

• How to charge Convenience fee OR payment gateway charges to the end client who is paying the invoice?

  Hello, I am creating this topic after having discussions with various sets of users and have understood that with people moving more and more to digital payments, it is important for the client to enable the "Convenience fee" kind of scenario. I have

• How to add a fee based on payment method

  I currently accept both ACH payments and credit card. I want to add a 3% fee to a number of my subscription plans if the customer chooses to use a credit card (and not ACH/checking). How do I do this? Is there an in-built feature, or would i have to create

• Zoho Inventory - Profit Margin Feature - Allow Users to Set Default Cost Price Calculation Method

  Hi Zoho Inventory Team, I'm working with an automotive parts distributor using Zoho Inventory. They have expressed frustration about having to change the Cost Price Method on every line item they add from the defult "Inventory Valuation Method" to "Item

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