Request to Add Support for PDF Templates and More Flexibility in Email Editor

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• Vivekvarman D

  

• 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

• Sending a Template to Sign

  hi, trying to send a template to be signed using this as a test: $accessToken = "1000.xxx" $templateId = "1234" $uri = "https://sign.zoho.eu/api/v1/templates/$templateId/createdocument" $payload = @{ templates = @( @{ template_id = $templateId request_name

• Adding Choices in a Sub-Form Dropdown

  Hi, Has anybody tried Adding Choices to a Dropdown in a Zoho Creator Sub-Form programmatically? My Deluge code adds rows to a subform with 2 fields A and B. A - text field. B - dropdown. My Deluge script adds the row and displays A successfully. For the

• Zoho CRM Email Templates 100% Width No Background How?

  Hi, On the Zoho CRM Email Templates in setup > customization > templates > new templates > I choose blank template, but still it puts in a gray background and a max width for the email. I just want to make an email that looks like an email I would send from gmail that has no background or max width. How do you do this? 

• Checking client unsubscribe details

  Hi team, Can you please let me know where we can check if a client has unsubscribed, along with the date and time it was done? If this information is not available at our end, please help confirm the unsubscribe date for the below email ID from the backend:

• Optimum CRM setup for new B2B business

  Can some advise the most common way to setup Zoho CRM to handle sales for a B2B company? Specifically in how to handle inbound/outbound emails. I have spent hours researching online and can't seem to find an accepted approach, or even a tutorial. I have

• Integration with...

  Dear Zoho Commerce team, Please could you consider the integration within Zoho Commerce / Inventory and Qapla'? (https://www.qapla.it/en/) This app is better than Aftership in many ways: - Aftership integration require PRO plan and price start from more

• Scan and Fill CRM Lookup Field

  Not sure if there is a reason why this isn't possible or if I'm just missing it. But I would like to be able to use the scan and fill feature on the mobile app to prefill the CRM lookup field and fetch the rest of the data in the form.

• Customer Management: #2 Organize Customers to Enhance Efficiency

  When Ankit started his digital services firm, things felt simple. A client would call, ask for a website or a one-time consultation, Ankit would send an invoice, get paid, and move on. "Just one client, one invoice. Easy.", he thought. Fast forward a

• Zoho Mail and Zoho Flow integration to automatically create ToDo tasks from outbound emails

  How do i setup Zoho Mail and Zoho Flow integration to automatically create ToDo tasks from outbound emails

• Attachments between Zoho and Clickup, using Flow.

  Olá suporte Flow, tudo bem ? Estamos usando o flow para integrar Zoho Desk com o clickup. Não localizamos a opção de integrar anexos entre do zoho Desk para o clickup. Gostaríamos de saber se migrando para o plano pago, teremos suporte para fazer a integração

• Adding an Account on Zoho Mail Trigger in Zoho Flow

  I'm trying to create a flow using the zoho mail trigger "Email Receive". My problem is that when I select this trigger, it only shows one account from the account dropdown. I'm planning to assign it on a different email. How can I add other email ad

• Linnworks

  Unless I am missing something, the Linnworks integration is very basic and limited. I have reached out to support but the first response was completely useless and trying to get a reply in a timely manner is very difficult. Surely I should be able to

• Test data won't load

  I am using a Flow to receive orders from WooCommerce and add them to a Zoho Creator app. I recently received an order which failed, and when attempting to test the order I found that it just shows a loading animation and shows up in the history as "queued."

• AddHour resets the time to 00:00:00 before adding the hour.

  Based on the documentation here: https://www.zoho.com/deluge/help/functions/datetime/addhour.html Here's my custom function: string ConvertDateFormat(string inputDate) { // Extract only the date-time part (before the timezone) dateTimePart = inputDate.subString(0,19);

• WhatsApp Link is not integrating

  Hello, I am using zoho flow. when new row added in google sheet it sends email to respected person. In email body I have a text "Share via WhatsApp". behind this text I putted a link. But when the recipient receives email and wants to share my given info

• Zoho flow - Webhook

  If I choose an app as a trigger in Zoho Flow, is it still possible to add a webhook later in the same flow?

• Zoho Flow + Bigin + Shopify

  We are testing Zoho Flow for the first time and want to create a flow based in first purchases. When a client makes his first order, we're going to add the "primeiracompra" (first order) tag to his account in Shopify (it's not efficient, but that's the

• Adding multiple Attendee email addresses when adding a Zoho Calendar event in Zoho Flow

  I am trying to integrate Notion and Zoho Calendar via Zoho Flow. However, the Attendee email address supported by Zoho Calendar - Create event only supports one email address, so I am having difficulty implementing automation to automatically register

• Is it The Flow? Or is it me?

  I want to do some basic level stuff, take two fields from a webhook, create a zsheet from a template using one field with date appended, create a folder using both fields as the name, and put the zsheet into that folder. I was going to elaborate - but

• Having problem with data transferring from Google sheet to ZMA

  When connecting Google sheet with Zoho marketing automation it is having the email as a mandatory field. Can I change it as non-mandatory field or is there any other way to trasnfer data from google sheet to ZMA. I have leads which we get from whatsapp,

• Dropbox to Workdrive synchronisation

  I want to get all the files and folders from Dropbox to Workdrive and each time a new file or folder is added in dropbox i want it to be available in Workdrive and wise versa. Sync Updates to Files Trigger: "File updated" (Dropbox). Action: "Upload file"

• Microsoft Planner Task to Service Desk Plus Request - error n4001

  Hi there. I'm trying to create a flow that will create a new request in ServiceDesk Plus when a new task is created in Microsoft Planner. I have succesfully connected both Planner and ServiceDesk Plus, and have configured the 'create request' section

• Trailing Space in "Date and time scheduled "

  I am trying to use the Zoho Projects - Create event action in a flow. It is failing with the output error as: "Action did not execute successfully due to an unknown error. Contact support for more details." The input is: { "Duration - Minutes": 30, "Project":

• Project name by deal name; project creation via flow

  Hello, I want to create a project in zoho projects using flow by a trigger at the crm. My trigger is the update of a deal (stage). The project name should be the account name/ deal name. But I dont find the solution to it. Can you please give me the answer

• Slack / Zoho Flow; Repl

  I am trying to add a comment in a zoho ticket when someone reply's to a message in a thread. The Message posted to public channel trigger doesn't seem to pick up thread messages. I also cannot use the thread_ts field as it doesn't seem to pull that in.

• Get Holiday ready with Zoho Mail's Templates

  As the holiday season approaches, it’s time to step away from work and unwind. You may not be able to respond to every email or send individual messages to wish everyone holidays greetings—but It is still important to stay connected. How do you send thoughtful

• Customize folder permissions in a Team Folder in a Team Folder via zoho Flow

  HI All, on the nth level folder of a team folder I would like to Customize folder permissions when it's created in the flow of Creating folders. That last level I only want to grant access to a specific group, goup ID 201XXXXXXXX. Can you help with a

• Associating a Candidate to a Job Listing

  Hello, I am trying to use Zoho Forms embedded on my website for candidates to apply for a job opening. I want the form then to tie directly with zoho recruit and have the candidate be automatically inputed into Recruit as well as associated with the specific

• Automate reminder emails for events

  Hi team, I am trying to automate send event reminders via zoho campaign to my attendees 1 day prior to my scheduled events. I used zoho flow, autoresponder in zoho campaign, as well as I used workflow and automation - but none of these methods are working.

• Update related module entry Zoho Flow not working with custom module ?

  Hi everyone. I am facing an issue here on Zoho Flow. Basically what I am doing is checking when a module entry is being filled in with an Event ID. Event is a custom module that I created. If the field is being filled in I fetch the contact with its ID

• How to disable time log on / time log off

  Hi We use zoho people just to manage our HR Collaborators. We don't need that each persona check in and out the time tracker. How to disable from the screen that ?

• Zoho Flow - Add to Google Calendar from trigger in Zoho Creator App

  Hello! New to Zoho Flow, but I believe I have everything setup the way it should be however getting an error saying "Google Calendar says "Bad Request". Any idea where I should start looking? Essentially some background: Zoho Creator app has a trigger

• Email authentication

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• What’s New in Zoho Analytics – December 2025

  December is a special time of the year to celebrate progress, reflect on what we have achieved, and prepare for what’s ahead! As we wrap up the year, this month’s updates focus on refining experiences, strengthening analytics workflows, and setting the

• Marketing Tip #12: Earn trust with payment badges and clear policies

  Online shoppers want to know they can trust your store. Displaying trust signals such as SSL-secure payment badges, return and refund policies, and verified reviews shows visitors that your store is reliable. These visual cues can turn hesitation into

• The improved portal experience: Introducing the template view for inventory modules, enhanced configurations, and PDF export support

  Availability: Open for all DCs. Editions: All Hello everyone, You can now achieve a seamless, brand-aligned portal experience with our enhanced configuration options and the new template view for inventory modules. Your clients will now be able to view

• Zoho Analytics Bulk Api Import json Data

  HI, I’m trying to bulk-update rows in Zoho Analytics, and below are the request and response details. I’d like to understand the required parameters for constructing a bulk API request to import or update data in a table using Deluge. Any guidance on

• Project Management Bulletin: December, 2025

  The holiday cheer is in the air and it’s time to reflect on the year that was. At Zoho PM Suite, we've been working behind the scenes on something huge and exciting all year and now we are almost ready—with just a bit of confetti—for our grand release

• Inventory batch details

  Hi there, I'm trying to get the batch details of an item, here's what I've done so far. I've sent cUrl request to the below endpoint and I get a successful response. Within in the response I find the "warehouses" property which correctly lists all the

• Auto check out after shift complete

  i'm just stuck here right now, i wanna know how to do this thing, now tell me, how can i configure a custom function that runs after complete shift time if employee forget to check-out ?

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