Important: Microsoft Outlook Bulk Email Updates

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• Moncy Samuel

  

• Kandy Garrett

• Meyyappan CT

  

• Sticky Posts

• 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

• Tip of the week 15 - Add subscription-preferences option. Drive more engagement.

  If crafting content for emails, getting creatives done, and running email campaigns is your love, then unsubscribes are the heartbreakers.  You can save your emails from being unsubscribed/trashed by adding a proper subscription-preferences option in your emails (works best at the time of signup). Giving subscribers the option to choose what they want to receive from you and decide how often (frequency of the emails) your emails should hit their inboxes will increase the reach of your campaigns manifolds. 

• Recent Topics

• My client requires me to have custom pdf file names to except payment for invoices, how can I customize this before emailing.

  Hello! I love the program so far but there are a few things that are standing in the way. I hope you guys can code them in so I can keep the program for years to come. My client requires I customize the pdf file names I send in for billing. Can you please

• Schedule mass emails, view mass emails status and more!

  Hello everyone, Mass emails help you communicate with multiple customers in a couple of clicks. We have introduced a Mass Emails dashboard in Bigin so that users can see the status of the mass emails like how many emails were opened, clicked and bounced.

• Multiple Selection/Select All for Approvals

  I have a suggestion from users regarding Approvals. In our environment, our Regional Managers can receive multiple requests for Approval or Rejection. They find it tedious to approve (or reject) each individual record. They would like to have a way to

• How to report and analyze a multi-select field entries distinctly ?

  As many of CRM users I have many multi-select fields that allows me to choose more than one chose in one cell for a specific filed Like: Field A - A;BC - A;C -B;C But when reporting the field it will handle each cell as a "String" not multiple entries

• Merge invoices

  This has come up three times in a month of me using the system. a client whom i do work for on a regular bases asked me to invoice separate jobs on a single invoice. I would then go and cancel the old invoices and make a new one. It would be great if i could just select the invoices and click merge to create a single invoice.

• Zoho CRM Two currencies on one record

  Hello all, Our country is planning to transition to Euro from our local currency. The government is planning to mandate that all companies show their invoices, quotes, etc. in both currencies for a period of one year in order to protect from speculation.

• How to get values from both tables in Join in COQL query in Zoho API

  In this below query I can get value either from Deal Table or from Contact table. If I wanted data from both the table it is not working. Can you please help me with this. Thanks in advance. {     "select_query": "select ,A.Deal_Name,B.First_Name,B.Last_Name,

• 【Zoho CRM】日時のフィルター機能のアップデート

  ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、各タブで利用可能な日時のフィルター機能のアップデートをご紹介します。 日付項目と日時項目のフィルター及びカスタムビューに、「前へ(Previous)」「次へ(Next)」の選択肢が追加されました。 ⬛︎[前へ(Previous)]：作成日時に基づきレコードをフィルターにより抽出する場合 例1. 前へ6ヶ月：当月を除く直近6ヶ月間のレコードを抽出 例2. 前へ3年：今年を除く直近3年間のレコードを抽出

• How can I notate on check stub when a vendors credit has been applied to an invoice payment?

  I'm looking for a way of printing vendor credit memo use on a check stub when its been applied to other invoices. To let my vendors know I'm using credit memo XYZ in the amount of $xx.xx. Currently I am having to handwrite it on the stub to show my vendor

• Is there a Waiting Room Before The Webinar Starts?

  It appears that there is no waiting room before a webinar starts. For example, with most webinar software you can collaborate with your co-presenter, set up your presentation and check to make sure everything sounds right before you go live. Zoho Meeting/Webinar

• Optimizing Zoho CRM Integration – Tips & Insights Needed

  I hope you're all doing great! I'm currently working on integrating Zoho CRM with our platform, which helps users get iPhone Free of cost through verified government programs. Everything's coming together nicely so far, but I'd really appreciate some

• Forms - Workflow

  Apologies if this has been asked before. I would like to know if there is a way to setup a form where a customer completes the fields/questions on Page 1 and then it is forwarded to an internal department employee who completes the fields/questions on

• Using the "Like" operator in Custom Formula

  HI there, Can someone please explain the way to use the "LIKE" operator in an IF statement to compare strings? I have tried the following but am not getting the results I'm after. if( "CurrentStatus" like 'Rejected*','Unsuccessful','Pipeline') Thanks Matt

• ABA Files payment description

  Hi, is there a way to automate the payment description on the ABA file creation. When you paying many vendors having to put this in each time is very time-consuming. I couldn't see if there was a way to workflow this to automate using deluge.

• GDPR Contd. - Handling Lawful Bases for Your Customers using Zoho CRM.

  Hello folks,   Continuing from our previous GDPR post, we bring to you the first cut of GDPR centric enhancements that are released for handling lawful bases for your customers in Zoho CRM. For your understanding we have split the entire process into three sections: Identifying Data Processing Basis Updating the Data Processing Basis in Zoho CRM  Consent Management in Zoho CRM 1. Identifying Data Processing Basis The fundamental principle to handle the personal data of your data subjects is to process

• Upgrade the Lato font to the Lato 2 font

  While there's not a major difference, I noticed that Zoho doesn't use the upgraded Lato 2 font but it instead uses the standard one. Lato 2 enhances the look of letters and numbers when you italicize them, among little things that get tweaked. Is it possible

• Masked Field Type with Permission-Controlled Visibility in Zoho CRM

  Dear Zoho CRM Team, Greetings, We would like to request a new feature that would enhance data security and access control within Zoho CRM, especially when handling sensitive internal information. Use Case: Our team occasionally needs to store sensitive

• How to properly setup Databridge on Linux Server?

  Hello guys, i am running a Linux server on which I am installing the Zoho Databridge via command line. The Zoho tutorial ( https://help.zoho.com/portal/en/kb/analytics/user-guide/import-connect-to-data/databases-and-datalakes/articles/postgresql-3-3-2021#1_How_do_I_install_Zoho_Databridge

• Haven't used banking function for years and now want to reconcile and clean up my account

  I'm in the UK and have been using Zoho Books for my private mental health practice since 2018. Up until recently, I've entered everything manually and not reconciled any items with my bank account. Every year, I run a report for that year and use that

• invalid element hsn_or_SAC

  Hi, I am trying to record expense in Zoho expense. when submitting I am facing this issue invalid "element hsn_or_SAC" please help me with this. Regards, Abdul Hameed M

• Plug Sample #14: Automate Invoice Queries with SalesIQ Chatbot

  Hi everyone! We're back with a powerful plug to make your Zobot smarter and your support faster. This time, we're solving a common friction point for finance teams by giving customers quick access to their invoices. We are going to be automating invoice

• Recap - Desk Story Series

  In our exploration of the Wheels of Ticketing Series, we kicked things off by diving into a fundamental element of Desk Ticketing: the fields. These fields serve as the building blocks that gather essential information about tickets, customers, organisations,

• Tip of the Week #60– Reduce response time with shared inboxes!

  When customer messages are scattered across different platforms and team members aren't sure who's responding, delays are inevitable. Slow responses frustrate customers and create a poor experience for your brand, especially when expectations are high.

• Hybrid project management in IT and software development services

  Project management models serve a wide range of audience, however the highest takers for Agile project management methodology are the IT and software services industry. The flexibility to develop and release software iteratively with continuous improvement,

• Introducing Forms in Zoho Sheet

  We hereby bring you the power of ​forms in Zoho Sheet. ​Now, build and create your own customized forms using Zoho Sheet. Be it compiling a questionnaire or rolling out a survey, Zoho Sheet can do it all for you. Forms is an excellent feature that helps you collect information in the simplest of ways and having it in Zoho Sheet takes it a notch higher. Build Simple yet Powerful forms Building forms using Zoho Sheet is fairly simple. The exclusive 'Form' tab lets you create one quickly. Whether you

• What's New in Zoho Inventory | January - March 2025

  Hello users, We are back with exciting new enhancements in Zoho Inventory to make managing your inventory smoother than ever! Check out the latest features for the first quarter of 2025. Watch out for this space for even more updates. Email Insights for

• Overdue payments pending approval max

  I needed to validate update the email to pay for goods sold out, travel expenses and cars and vehicles for office, office supplies, properties purchase etc

• How do I mass edit time entries?

  Since you can not filter or sort time entries by what has and has not been invoiced (you can only see the icon but not separate invoiced from non-invoiced), I would like all time to initially be entered in as un-billable and I can change to billable as I bill them. (since you can see this separation)  So my question is HOW do I mass edit this? Can it be done?

• Zoho Booking Page Footer

  Is there any option available to add social media, like LinkedIn, on the Zoho Booking page?

• Custom SMTP is now available in Zoho Sign

  Hi there! Want to send Zoho Sign emails from your organization's or personal email server? Look no further! Zoho Sign has introduced custom Simple Mail Transfer Protocol (SMTP) for Enterprise users across all data centers. By enabling custom SMTP, you

• Help with SEO

  Hi There, I have recently published a site and added some Keywords in the SEO settings. Searching Google I currently don't find my site though. When do these settings take effect? In the SEO settings there is also a section "Sitemap" I can change settings for "frequency" and "Priority" What do these settings do? Kind regards

• Report Level Button

  Currently I couldn't find a way to add a report level button I think currently we can only add buttons/actions for records, but having custom report level button would be really beneficial Usecases Click to import/sync Data from On Prem Systems Click

• Create collection from start integer to end integer

  I want create some ticket number. Starts at 1 and end at 10. I want the result to be a string 1 - 2 - 3 - 4 - 5 - 6 - 7 - 8 - 9 - 10. Trying something like this but need the correct way write the start and end part. start = 1; end = 3; sequence = List();

• Importing Subform Data is Removed in Zoho Creator 6

  Previously It was possible to import Data to the Subform in Creator 5 This basic and mandatory Feature was completely removed from Creator 6 with no Timeline to add support for it How are we supposed to add our data if we want to use Creator? Manually?

• Function #50: Send Mass emails to your customers

  Hello everyone, and welcome back to our series! We have reached a milestone of 50 Functions, which means that we have automated 50 different tasks in Zoho Books. Every Friday, we have shared a nifty function aimed at either automating a task or streamlining

• Smart Document Automation:: From Zoho Projects to Zoho Writer – Merge, Edit, and Share

  Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

• How to remove an Instagram post on Zoho Social?

  Hi there, I wanted to delete yesterday's post on all social platform and managed to do so for Twitter and Facebook. I couldn't for Instagram as there is no option for delete. How can I delete successfully?

• 【開催報告】東京 ユーザー交流会 Vol.2 2025/6/13 CRM Plus/Formsの活用におけるポイントやおすすめ機能を紹介

  ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 6月13日（金）に東京で「ユーザー交流会 Vol.2」を開催し、16名の方にご参加いただきました。ご参加くださった皆さま、ありがとうございました。 この投稿では、当日のセッションの様子や使用した資料を紹介しています。残念ながら当日お越しいただけなかった方も、ぜひご覧ください。 ユーザー活用事例セッション：マーケ・営業・サポートをつないで顧客体験を向上させる！Zoho CRM Plusのおすすめサービス活用事例 Zoho Champion

• No Real DANE Support

  The issue in https://help.zoho.com/portal/en/community/topic/will-zoho-implement-dane was closed today claiming DANE was implemented. You never implemented DANE correctly, even if you think you did. DANE requires DNSSEC to work properly, you never added

• Applying Price List to All Customers

  I just created a new price list as we have several items that have volume price breaks. To create my price lists, I followed the instructions in this article: https://www.zoho.com/us/inventory/help/items/price-list.html When it comes to applying my price

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