Launching Zoho Marketing Automation 2.0

• Topic Participants

• Moncy Samuel

  

• John Legg

  

• Malathi S

  

• angela

• Anand Murali

  

• Sticky Posts

• Marketer’s Space - Automating CRM Actions with Journeys – Part 2

  Hello marketers! Welcome back to another post in Marketer’s Space. In our previous post, we explored how CRM actions in Journeys help marketing and sales teams work together by nurturing CRM leads and pushing only engaged prospects back to sales. If you

• Introducing automation and utility conversations in WhatsApp marketing

  We’re excited to announce the addition of two new features to our WhatsApp integration: Automation and Utility conversations. These enhancements will allow you to streamline your marketing efforts and engage with your customers more effectively by automating

• Tip of the week 02 - The art of 'seeing' your leads

  What's the last page that your lead visited before signing up for your brand? What was the page that first convinced your lead to explore more about you? Where are your leads coming in from? Well, these are some perennial questions today's marketers live upon. And, knowing the answers to these questions is crucial, considering the vitality of leads in every business. In the journey of finding lead opportunities, it's important to understand that every detail about a lead is useful. While the channels

• Zoho Marketing Automation Update: Topics, Contacts, and List Management

  At Zoho Marketing Automation, our highest priority is making it easier for you to use our product to accomplish your business goals. With that in mind, we are updating three of our pivotal features: Topic, Contacts, and List Management.   These existing

• Important: Zoho MarketingHub is now Zoho Marketing Automation

  Hello Everyone,   We hope you all are doing well. We'd like to notify you that we have rebranded Zoho MarketingHub to Zoho Marketing Automation. We'll discontinue using the term "MarketingHub" from May 26, 2021. However, there will be no changes in the

• Recent Topics

• Introducing AI-powered Assessments & Zoho's native LLM, Zia

  We’ve shipped a cleaner, faster way to create assessments in Zoho Recruit. 🚀 Instead of manually building question banks or copying old templates, you can now generate ready-to-use assessments in just a few clicks, all tailored to the role you’re hiring

• Ability to Reset Visitor Fields During an Active Chat Flow

  Hello Zoho SalesIQ Team, We hope you are doing well. We would like to propose a feature enhancement to Zoho SalesIQ regarding the management of visitor fields within Zobot flows. Use Case: Our bot asks the visitor to provide information about a 3rd person

• External ID in Zoho CRM

  Hello everyone! We know that Zoho CRM allows you to integrate third-party apps and manipulate data through APIs. While you integrate a third-party application, you may want to store the third-party reference IDs in Zoho CRM's records. To meet this need

• Some emails are not being delivered

  I have this problem where some of my mail just seems to disappear. When I send it, it appears as sent with no mention of any problem, but my recipient never gets it, not even in the Spam folder. Same for receiving, I have a secondary e-mail address, and

• New in Zoho Chat : Search for contacts, files, links & conversations with the all new powerful 'Smart Search' bar.

  With the newly revamped 'Smart Search' bar in Zoho Chat, we have made your search for contacts, chats, files and links super quick and easy using Search Quantifiers.   Search for a contact or specific conversations using quantifiers, such as, from: @user_name - to find chats or channel conversations received from a specific user. to: @user_name - to find chats or channel conversations sent to a specific user. in: #channel_name - to find a particular instance in a channel. in: #chat_name - to find

• Template modifiactions

  Hello, I am struggling with the templates in ZOHO Books. Especially with the placement of some items, like company address, ship to, bill to etc.  For example: One item I like from template X (placement of ship to and bill to next to each other in the

• 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.

• Admin Control Over Profile Picture Visibility in Zoho One

  Hello Zoho Team, We hope you are doing well. Currently, as per Zoho’s design, each user can manage the visibility of their profile picture from their own Zoho Accounts page: accounts.zoho.com → Personal Information → Profile Picture → Profile Picture

• Track Zoho Campaign and Workflow sales impact

  I am attempting to measure the performance of our marketing workflows and campaigns by comparing the date each campaign was sent to a contact with the purchase date of the contact. For example, if Contact A was sent Email A on 9/1 and made a purchase

• Tables for Europe Datacenter customers?

  It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?

• What is a line break code for zoho?

  Hi, I am archiving data by adding values from a single line field from one form to a multi-line field in another form. So I need a code/function that starts a new line on that multi-line field so it does not just keep adding it on the same line. Example, doing something like this means that it will be on a same line. archive.field1 = archive.field1 + input.Field1 I need a code so the input.Field1 can just start on the next line. Instead of "value 1, 2,3,4,5" It will be: "1 2 3 4 etc.".  something

• Automatic Project Owner change

  Is there a way to change Project Owner automatically once a specific Milestone in a project is marked as completed. Different Teams are working on projects in our Org, they have their own Milestones to complete and so we transfer the project from team

• Button to add product to cart

  Is there a way to have a button on a page, that when clicked, will add Qty 1 of a product to the cart?

• Problem with Submit Button Design

  I have made a template to apply to my forms and under the button controls, I have it set to "standard" and yet it's still filling the container. This is super frustrating and looks weird. Why do we not have full control over button size? How can I fix

• Zoho CRM- Authorize your Microsoft Teams account issue

  Hi, I tried to link Zoho CRM with Teams and I got the following message: Clicking "Authorize now" sent me to the following page, Microsoft tried to start a session but, after 3 seconds the page closed and nothing happened. I get the same message each

• Passing the CRM

  Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when

• Is there a way to associate an email in ZOHO Main to a Vendor record in ZOHO CRM

  My situation is as below, I have a vendor in ZOHO CRM lets say "Vend A" and an associated contact, "Cont A" If Cont A sends me an email using the email I've registered in the contact record the standard OOTB email sync will work. But the vendor has some

• Bank charges are applied. Please select a bank account.

  Hello, I'm trying to add bank charges to a customer payment, but I get the error message "Bank charges are applied. Please select a bank account." I found this old thread, where it says that I need to "select a Bank account for the 'Deposit To' dropdown

• Kaizen #207 - Answering your Questions | Advanced Queries using COQL API

  Hi everyone, and welcome to another Kaizen week! As part of Kaizen #200 milestone, many of you shared topics you would like us to cover, and we have been addressing them one by one over the past few weeks. Today, we are picking up one of those requests

• Présentation de SecureForms dans Zoho Vault

  Soyons francs : demander à quelqu’un de transmettre un mot de passe ou des informations sensibles n’est jamais une tâche facile. On attend, on relance, parfois de nombreuses fois. Et quand l’information arrive, elle se retrouve souvent dispersée dans

• 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

• Granular Email Forwarding Controls in Zoho Mail (Admin Console and Zoho One)

  Hello Zoho Mail Team, How are you? At present, the Zoho Mail Admin Console allows administrators to configure email forwarding for an entire mailbox, forwarding all incoming emails to another address. This is helpful for delegation or backup purposes,

• Sales order & purchase order item links for item details

  This is fantastic for checking lots of things, I use it a lot. It would be great to see it extended to invoices & bills On another note, may as well throw in my favourite whinge ..... Wish you guys would get the PO receive differences sorted urgently,

• Custom Fonts in Zoho CRM Template Builder

  Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if

• Zoho Workdrive - Communication / Chat Bar

  Hi Team, Please consider adding an option to allow admins to turn on or off the Zoho Communication Bar. Example of what I mean by Communication Bar: It's such a pain sometimes when I'm in WorkDrive and I want to share a link to a file with a colleague

• Introducing Profile Summary: Faster Candidate Insights with Zia

  We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiring

• Kaizen #190 - Queries in Custom Related Lists

  Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss yet another interesting enhancement to Queries. As you all know, Queries allow you to dynamically retrieve data from CRM as well as third-party services directly within

• Need the ability to have read only fields on a form.

  There needs to be functionality in Creator that allows a field on a form to be read only. Most screen building software applications have this capability. I know you can hide certain fields from specific users and that you can also make the whole form read only but that's not the functionality I need. I want to be able to create a form where certain fields are editable and other are for display purposes only (read only). For example if the form was displaying information on an item that the user

• Reverse payment on accidentally closed invoice.

  An invoice was closed accidentally with the full payment added. However, only partial payment was paid. How can I reopen the invoice and reverse this to update it to show partial payment?

• New integration: Track booking page appointments in Google Analytics 4

  Hello all, Greetings from the Zoho Bookings team! We’re excited to introduce our new Google Analytics 4 (GA4) integration designed to help you track booking activity, understand customer behavior, and measure marketing performance, all in one place. What

• Zoho Books Sandbox environment

  Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a

• How to list emails in a folder, e.g. Inbox, on multiple pages when using Zoho mail webpage?

  Something as shown in the figure. There are totally 50 emails in Sent folder. If "Mail per page" equals 20, then the Sent folder is split into 3 pages. When I wander through Sent folder, I can just select a specific page to jump to. BTW, it seems that

• How to add image to items list in Invoice or Estimate?

  Hello! I have just started using Zoho Invoice to create estimates and, possibly to switch from our current CRM/ERP Vendor to Zoho. I have a small company that is installing CCTV systems and Alarm systems. My question is, can I add images of my "items" to item list in Zoho Invoice and Estimates and their description? I would like to show my clients the image of items in our estimates so they can decide if they like these items. And I tell you, often they choose more expensive products just because

• 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

• How can I filter a field integration?

  Hi,  I have a field integration from CRM "Products" in a form, and I have three product Categories in CRM. I only need to see Products of a category. Thanks for you answers.

• ERROR CODE :512 - 5.4.4 DNS error:NXDOMAIN.

  Suddenly we cant send mail, we are getting this error for all outbound mail to multiple domains.

• Can Zoho Flows repeat Actions more than once?

  I'm attempting to make an intentional Zoho Flow loop using the below layout. However, when "WithinLimit" condition is met, the program fails to execute the action "Get & Add Request Co..." again. Is this by design? Is Zoho Flows unable to repeat actions

• Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups

  Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's

• customer data security

  We are exploring ways to enhance our within Zoho CRM. Our Goal: We want to fully integrate RingCentral with Zoho CRM to enable click-to-call functionality for our sales team. However, to comply with data privacy regulations and protect customer contact

• Zoho Cliq not working on airplanes

  Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly

• Next Page