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

    • geographic search filter in map view

      Hi, I have a recruiting and timesheet system built in Creator. The client wants to enhance the search for candidates based on their location and filter by job skills - currently they look on the Map View which uses the geo location or post code of the

    • Announcement: Upcoming changes to the permission grant flow for OAuth apps

      This announcement is intended for app developers who use the Zoho API console. We're going to implement an important update to the way users grant permission for the OAuth apps created through the API console. What’s changing? Currently, users can grant

    • Add Google Workspace Module to Zoho Flow

      Dear Zoho Flow Team, I hope this message finds you well. We’d like to request the addition of a dedicated Google Workspace module in Zoho Flow. Currently, there are no triggers or actions for Google Workspace, which limits our ability to integrate and

    • How do i remove the Powered by Zoho logo from my careers page

      Can I remove this? ​

    • Totals on Pivot Table

      Is there a way to change the way the subtotal calculates? In this example I have a formula to give me the average monthly attendance ....but I want the grand total of the month to be the sum of all the average attendances...any ideas? Thank you!@

    • Team Inbox is not working AGAIN

      I like Team Inbox in general. It makes using a collaborative inbox easy - when it works. The problem is that it doesn't work at times - and it seems to not work, a lot. It's not catastrophic failure, it's little things. Unable to send messages Unable

    • HOW TO USE ZOHO

      IDK

    • Zoho account sign in with passkey

      Hello, I am trying to sign in using passkey, but the option doesn't show up in the web and is disabled in Oneauth on mobile, saying the admin has restricted the use. On the Admin page in Security MFA I can find no option for passkey. Help would be greatly

    • Pivot table with Text values - "Matrix Report"

      User Story - As a user, I would like the ability to display textual data in a two-way table, matrix format (text datatypes, not numerical datatypes displayed as a dimension) One major feature missing from the Pivot tables in Zoho Analytics is the ability

    • Canvas View in Zoho Recruit

      Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?

    • Can Wisestamp email signature be use with Zoho mail?

      Does a Wisestamp email signature work with Zoho mail?

    • WiseStamp

      WiseStamp is an excellent social media signature tool. It integrated seamlessly into Gmail and Thunderbird, plus a few more. Are there any plans to get this incredible app integrated into Zoho. check it out here: http://www.wisestamp.com/ thanks Tim

    • Power BI connector (Zoho Creator) to Zoho Projects

      How can i connect power bi to Zoho Projects? domain is zoho.com How can i find workspace name, application link name and Report link name?

    • Update your Google connection with Zoho TeamInbox

      Dear all, Wishing you a Happy New Year! Google has recently updated its security policy to enhance user protection, requiring all third-party apps and services to use OAuth authentication and password-less login methods. This update impacts users who

    • Easy way to delete attachments

      I've reached my data limit and would like to run a view/report, and mass delete attachments. Is there an easy, fast way to do this? Moderation Update: Post Summary: There are two features the post discusses a) Easy way to remove Email attachments Will

    • Sites Speed and Performance Grades

      I noticed that there are no recent inquiries or complaints about load speed or performance issues with Zoho Sites websites. However, I wanted to understand what Zoho has done to ensure that speed remains optimized, images are compressed and lazy loaded,

    • Integrating Quotes with leads Information

      Our business requires giving a quote to a lead (not Account / Potential - as we define it differently). Currently, Zoho CRM's Quotes are integrated with Accounts / Potentials and not with Leads. Is there a way I could get the Lead information to the Quotes

    • Flow to follow up on trade fair contacts

      Hi, Before we moved to Zoho we had some flows (sequences) in HubSpot to follow up on trade fair contacts. To explain further on this it had the following characteristics: New contacts could be added to the sequence When added a flow of communication started.

    • Unknown error occurred

      Hi, When we want to publish or edit a page in our website, we encounter with "Unknown error occurred" problem. I share a screenshot here. Our website is www.essoft.com. It happens every page. We want to solve this ASAP.

    • Zoho one

      I am starting Zoho one as a beginner and there is Zoho crm and Zoho sales which i needed to work on but it appears in unassigned apps. What Should i do now?

    • Dialing Microsoft Teams Phone Service via Zoho CRM

      I am using the VOIP option in Microsoft teams for my office phone system. I was hoping to have a way to dial numbers directly from Zoho CRM, but don't see anything in the Teams Integration or in the Telephony integration that will enable this. Does anyone

    • Emailing lookup field but placing this as an ID or number rather than text

      Hi there, First time poster and have been a user of Zoho Creator for approx 6weeks so forgive my ignorance as I learn to code. We have a need to send an email to a specific email address with some of the fields triggered by the submission of a form. In

    • Search mails in shared mailbox

      Hi everyone, is there a way to search mails in shared mailbox's? Search in streams or mail doesn't return anything from mails in shared mailboxes. Thanks! Rafal

    • User Emails Blocked

      Community: I keep running into issues where our users stop receiving notifications from CRM because their email addresses get blocked in on the backend some how. I reach out to support, they confirm, they fix, and we carry on, but then it happens again.

    • Why wont Zoho Support Grammarly!! --- PLEASE VOTE FOR THIS to show Zoho we need this

      The spell check and grammar in ZOHO are so buggy and a waste of time. Please support Grammarly! I'm sure I'm not the only one — there are other CRMs that support this. If you're not planning to add this feature, Please let others know before accepting

    • Is it possible to hide Developer Space for all user in Zoho Projects

      Hello! I am Zoho admin in a company and we want to use Zoho Project to manage projects, but after a few days of testing we are not able to "hide" the Developer Space from all kind of users except the admin. To sum up, I want to hide this for all users.

    • API (v2) Search Criteria using CONCAT

      With API I can search for a contact using First_Name and Last_Name. However, when I need to search the Contact Module using a full name — and because CRM does not provide an API for full name — I am not finding a way to do this in the traditional way

    • Weekly Tips: Stay Focused with Email Snooze!

      New Year, New Resolutions Being back at work also means being back to the constant barrage of messages from work and clients. The constant flood of incoming emails can lead to the missing of important messages, especially when you can't respond right

    • Schedule Zoho CRM reports only on Business Days

      Hello, Is it possible to schedule reports only on business days ? We currently get daily sales reports on weekend which has no value since the sales team doesn't work on weekends. Thanks

    • Zoho Payroll's Year in Review 2024

      As we roll into 2025, we'd like to pay tribute to all the milestones we hit in 2024! From releasing out new features that streamlined your workflows to updates that made payroll management smoother, we’ve had a prolific year—all while keeping you, our

    • Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps

      We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring

    • Multiplying Weight of product by Quantity

      I am facing an issue with creating a report that consolidates the total sales volume in kilograms. I have already specified the weight for each product. I have also aggregated the total sales quantity. The key question is: how can I create a report that

    • Confirmation prompt before a custom button action is triggered

      Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it is

    • Frontal interview scheduling - room availability in office using Google Workspace?

      Hi, We're using Zoho Recruit as our ATS and Google Workspace as our email, calendar and resources management. We want to use the interview feature to schedule an in-person (frontal) interview with the applicants. How can we sync the room resources availability

    • Add and Remove Agents from Departments and Groups in Zoho One

      Hi Zoho Flow Team, We hope you're doing well. Currently, Zoho Flow provides an action to add an agent to a group in zoho one, but there is no action to remove an agent from a group or a department. Another action that we find missing is the option to

    • Explication sur comment mettre en place des règles d'affichage ou "layout Rules"

      J'ai passé plus d'une heure hier avec le support et je n'ai rien compris !! Je suis lecteur assidu des guides (je "RTFM") qui ne sont absolument pas orienté "client" chez Zoho, et je tiens à le rappeler ici . Dans la documentation on m'indique un cas

    • Introducing Hiring Pipeline for Vendor Portal

      Keeping vendors informed about candidate progress is often challenging, leading to communication gaps and repeated follow-ups. To address this issue, we've released an update to the Vendor Portal feature that lets you choose to display candidates' hiring

    • Unlocking New Horizons: A Year in Review

      As we bid farewell to 2024, let's celebrate and revisit the key highlights of the year. From adding a new edition to cross-platform enhancements, here’s a roundup of all the feature updates designed to simplify accounting, optimize financial management,

    • Address Grabber function for Zoho

      I converted from ACT to Zoho. With ACT, I used an add-on called AddressGrabber to scrape the contact information from leads that I buy and contact information contained on emails and websites and directly add it as a new lead or contact. Does anyone know

    • Integrate zoom with zoho bookings please; or add optional times in zoho meetings

      Just like events - these online meetings like zoom need to be integrated with zoho bookings, and there needs to be option for customer to book a time slot. It should not be dictated by CRM user.

    • Next Page