Upgrade to Zoho Marketing Automation 2.0

Upgrade to 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 update to the latest version of Zoho Marketing Automation and appreciate your patience. We are excited about the changes and are ready for migration. With this post we are outlining a plan to support migration for our existing users and ensure that migration is seamless and free of any issues.

The newer version of the product houses a new set of functionalities in addition to some completely redesigned existing functions. We understand the delay and inconvenience caused, but we wanted to ensure that as a user, you get more from the newer version of the product. We have tried to include all the core modules for easy migration. Let's get started. 


Here's our migration plan for Zoho Marketing Automation 2.0

A migration switch will be enabled for admins on the older version of Zoho Marketing Automation. The admin has to make the switch to the newer version with just a click. When admin makes the switch, the set of existing users from the older version will be moved to the new version.  A set of modules will be migrated to the new version with just a click without any intervention, provided the admin completes the pre-requisite actions above, and rest of the modules will need admin's assistance to migrate them individually. Please take a look at the table below covering features and migration status for more clarity.

We have deprecated a few features in the new version and have also changed the core functioning of some modules/components. We advise you to check the detailed migration plan document attached in this post.

Here's a action checklist which admin-user should perform before switching to ZMA 2.0:

Please ensure that the users completes these steps first before migrating

  1. Migrate to new Topic Management - Admin should migrate to the new topic management configuration, if not already, within the older version of the product.

  2. Roles and privileges - Zoho Marketing Automation now offers four default roles: Admin, Manager, Editor, and Viewer. Admins will retain the ability to create new roles and modify their privileges, while default roles remain non-editable. Any user other than Admin will be assigned as Editor to ensure data integrity across campaigns that was already created. To provide a concise mind map:

    Standard Admin → Admin
    Standard User → Editor

In the new version, the concept of 'Self & others' has been removed. This means every user has access to all campaigns, but they cannot execute or edit them. Any user other than Admin will be migrated to the new version intact. Additionally, any users created by the admin will remain unchanged. However, if the 'Self & others' role was assigned, the admin/user will need to revisit and assign their roles and privileges.

  1. Migrate the integrations to the new flow - Integrations will be moved to organization level. Admin have to migrate to the new integration flow and update integrations with each app and retain just one pre-dominant sync. Only the ZMA account admin (and the admin of the other application to be integrated) will have the authority to perform integrations and syncs.

  2. Configure mobile number field: Admin have to map their existing contact data (phone number) to the Mobile field. In the new version, phone numbers will be fetched from the mobile number field while sending SMS Campaigns. Only the users who had access to SMS campaigns in ZMA 1.0 will be migrated to the ZMA 2.0 with all the configurations.

  3. Smart URL: In the new version, Users will select the domain for migration and see the number of associated URLs. Upon confirmation, the URLs and configuration for the selected domain will be migrated. Only one domian can be chosen, as multi-domain support is not available in the new version.

Here's our migration plan for Zoho Marketing Automation 2.0

A migration switch will be enabled for admins on the older version of Zoho Marketing Automation. The admin has to make the switch to the newer version with just a click. When admin makes the switch, the set of existing users from the older version will be moved to the new version.  A set of modules will be migrated to the new version with just a click without any intervention, provided the admin completes the pre-requisite actions above, and rest of the modules will need admin's assistance to migrate them individually. Please take a look at the table below covering features and migration status for more clarity.

Note: Post switching, admins can't roll back to the older version. We support only forward compatibility, as we have revamped the whole product with an entirely different technical backing. The deprecated modules and components will be active for an year and users can view them separately on a new tab.



Here's a table that gives you a glimpse into the changes made in Zoho Marketing Automation 2.0.



​


Timeline

We will be supporting migration for Zoho Marketing Automation 2.0 by 3rd June 2024. Users who are subscribed to both Zoho Campaigns and Zoho Marketing Automation must permanently cease Zoho Campaigns access and exclusively use Zoho Marketing Automation going forward, if they chose to use the ZMA 2.0 version . 

Pricing

We have introduced a new pricing plan for the new version. Although, we will be retaining and grandfathering the same pricing for our existing ZMA 1.0 users. This intonates to existing ZMA 1.0 users can use the new product with the same existing plan and price.

We highly recommend you check out the attachment to get a detailed breakdown of migration, what changes have been made, and how migration will be handled.


We understand this a complicated procedure for you. To ensure a smooth migration, we have allocated dedicated in-house experts for helping you with each step in migration. Please reach out to support@zohomarketingautomation.com for availing help.




    • Recent Topics

    • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (9/25)

      ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 9月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 ▷▷参加登録はこちら：https://us02web.zoom.us/meeting/register/6OSF2Bh6TumsMIlDwaY_PQ ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho

    • hiding a topic from all but one segment (or list)

      My organization sends out a number of newsletters using Zoho Campaigns. One of those newsletters is for volunteers. In order to become a volunteer, a person has to first go through our volunteer orientation (training). After that, they can receive newsletters

    • How do I set up this automation correctly?

      When contacts enter my Subscribers list, I want it to reference a custom field to see if it is empty. Then I want it to do two things: If empty: Assign a tag based on a different custom field. If that custom field is empty, assign a different tag. If

    • Function #62: Display associated Quote on Invoice details screen

      Hello everyone! Today, we are sharing a Related List script that makes it easy to view and access the quote from which an invoice was created right from the invoice details screen. This Related List displays the Quote number and Amount, allowing you to

    • Custom confirmation message

      How can I change the message that users see after they submit the booking form? I have to confirm some details before their appointment is officially "confirmed", so I want to change it where it doesn't say their appointment is "confirmed" but rather

    • email forwarding not working

      Your email forwarding service does not work. I received the confirmation email and completed the confirmation, after that nothing and nothing since no matter what I have tried. Shame as everything else was smooth. I spose it's harder to run one of these web based internet mail services than you guys thought!!! can you fix the email forwarding asap PLEASE!

    • Desk x CRM Integration

      Howdy! We currently use SalesIQ but we are considering moving across to Desk as it seems to have more functionality that we want. One of the pulls is the ability for our customers to self serve. But, I might be getting over excited and not actually need

    • Function #53: Transaction Level Profitability for Invoices

      Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.

    • Issue with Save & Share Link – Works for Others but Not Creator

      I’ve enabled the "Save and Share" feature in Zoho Forms, and it works correctly for all users accessing the public link—except for me (the form creator). Issue Details: When I save and share the link, recipients see a “no permission” error. The form is

    • Save the pdf report from a registration form in a Folder

      Through Zoho Forms I created a registration form with quite a lot of rules to handle different variables (TEAM types, payment in installments, etc.), and the result is pretty good. The automatic PDF that is sent to the respondent upon submission is already

    • zoho forms integration to zoho work drive

      Scenario: A user fills out a Zoho Form, entering details such as email, mobile number, and other required information, and uploads supporting documents like PAN, Aadhaar, etc. Upon submission, the data is available in Zoho Forms Reports. Requirement:

    • Zoho Forms to Zoho CRM Integration failed - can I restart it?

      The integration of Zoho Form to Zoho CRM has failed. Is there a way for me to restart it for the impacted entry?

    • insert an equation, but in document, it shows an image not available.

      I'm new to Zoho writer and used Zoho writer in desktop app version . When I inserted an equation, I got an image not available sign. Any help is appreciated. Thanks, Charles

    • Zoho Desk Android app update - Swipe action customization

      Hello everyone! We have brought in support for the swipe action customization in latest version(v2.9.13) of the Zoho Desk Android app update, enabling you to configure left and right swipe gestures on tickets to carry out the actions swiftly without opening

    • Import KB template OR Export template for zoho desk?

      Greetings. Can you tell me if there is a way to get an EXPORT of my KB articles? OR is there a template you supply for importing KB articles into my zoho desk? I am looking for a method of understanding what fields can be imported, and what their possible

    • XML format to import knowledgebase into Zoho Desk

      Hi, We just started to use Zoho Desk and want to import our knowledgebase from our old support system (Freshdesk) to Zoho Desk. Can anyone give us information about the format of xml file to import? There is no explanation on the related page.

    • Zoho Desk integration with Power BI

      Hi, I want to be able to create a Power BI report which has live updates of ticket data from zoho desk, is this possile at all? Thanks Jack

    • Arranging Ticket Templates

      Is there any way to arrange our ticket templates? It doesn't look very organised when it's just arranged according to when they were created. We want the list to look more organised, by arranging/grouping them by topics, or even just by alphabetical

    • What they mean with "Portal"?

      I just downloaded this app to take my personal notes on digital art studio because it seemed to me the most comfortable app to do it, I use it very often, what do they mean by “no activity on your portal”? I have about 1 year of work here and I don't

    • Inactive User Auto Response

      We use Zoho One, and we have a couple employees that are no longer with us, but people are still attempting to email them. I'd like an autoresponder to let them no the person is no longer here, and how they can reach us going forward. I saw a similar

    • favorites no longer listed

      Hello, I can no longer navigate to my Favorites from the pulldown at the top of my grid view (see attached screenshot). I wasn't able to find it anywhere! Please help me display my Favorites. Thank you!

    • Notecards Disappeared

      Got a new phone. Downloaded and signed in Zoho Notebook. Not finding the Note cards. Just Empty Note books. Frustrating.

    • Table Errors

      Hello, I'm new to Zoho Notebook and using it on several Mac/Apple devices. My question is regarding tables: Why do they become broken, and how to fix the error without retyping all my data? (Please see the screenshot attached.)

    • Aggregating the First Value in the Group By of a dataset

      Hi I am trying to get the following Aggregate Formula to work in my chart, but cannot seem to get the right format. I have a series of data that I am running an include_groupby and want to SUM only a column in the first row of each group. So for example.

    • Online Calculator with Zoho Forms?

      I'd like to build a custom calculator on my website. Zoho Forms seems to offer all the fields for basic calculations performed live without pressing any "Calculate" buttons. Unfortunately, there is still that "Submit" button at the bottom. There is nothing

    • Zoho Tables instead of Zoho Creator Spreadsheet reports <3

      That would make my day for sure. Zoho Creator is create, but miss data entering as AirTable/Spreadsheet can. Seeing Zoho putting effort in this makes me think maybe one day we could see a similar interface for Zoho Creator spreadsheet reports. B.

    • Zoho Sheet - Desktop App or Offline

      Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.

    • Notebook Stack

      Hi Everyone I Hope you´re fine, I´m sorry if this idea was posted before (I made a search but I haven´t find anything related). So, Having the possibility of stacking notebooks would be an interesting way to order notebooks that correspond to the same

    • Writing on sketch cards is bugged when zoomed in

      When zoomed in, it writes a noticeable distance above or to the side of where you're actually trying to write. The further you're zoomed in, the more noticeable it is. Zooming is also entirely absent on the desktop version.

    • Swipe between notes on iPhone

      It'd be convenient if I could move from one note to the next in a notebook simply by swiping left to right.

    • Sales IQ chat is not working in signed android apk

      I have integrated ZOHO sales IQ support chat and i have followed each step and its working fine in my development build but when i create signed APK for it. Chat does not work in it and showing awaiting for detail. I previously asked the same query but

    • COQL order by COUNT not working

      Dear community, I am trying to get a list of deal amounts per planner working on it and sorted to get see who has the least amount of deals. For some reason, I am unable to use sort by in combination with a COUNT. My original code was: query = "select

    • I want to duplicate a report and name it something else

      Hi, I have created a report, and now want to reproduce it and call it something else. so that I will end up with TWO separate reports with different titles. Please tell me how do I copy / reproduce a report please

    • Zoho CRM: Sales Rep Professional Certification Program on Coursera

      We are happy to share that we have published the Zoho Sales Representative Professional Certificate in partnership with Coursera, a leading platform for online learning and career development that offers access to courses and degrees from leading universities

    • OS X Notebook quits immediately upon launch

      NoteBook for OS X (Sequoia, but also under Sonoma) always quits immediately upon launch (so I cannot use the "Attach user log" option). I've restarted my MacBook but the problem persists. If it helps, attached is a diagnostic report from Library>Log

    • Can External users upload files or images to WorkDrive?

      I want to know if it is possible for someone externally through a link and PW be able to upload files and images onto WorkDrive?

    • Multi-line fields character limits

      Is there a way to set the character limit higher on multi-line fields so that we are not losing information pasted into the field? When the text is entered or pasted, there is no error to say that the text is too large. After saving and going back to view most of the text is gone.   Also, when viewing the resume, the text is not wrapped in the multi line fields and can t be read without scrolling across the page.

    • Taz bot not working — What should I do to resolve this issue?

      I am experiencing issues with the Taz bot in Zoho Cliq—not receiving responses or it does not seem to work as expected. Could you please explain why the Taz bot might not be functioning and what steps I should take to resolve this issue? Thank you!

    • Zoho Calendar soft bounce on @hotmail.com and @yahoo.com email addresses

      Hello, our Zoho calendar recently does not send the calendar invites to emails with hotmail and yahoo domains and comes back with a "soft bounce". other domains like Gmail works fine. Also sending "email" to the same emails to the above domains work well

    • OneNote Migration

      I am trying to migrate two notebooks from OneNote. For five days now I have had no notification that migration has completed and the migration page show 50% complete - one notebook completed one not finished. It just stays like this. I am unable to cancel

    • Next Page