How to push "Lead Score" from Zoho Marketing Automation to Zoho CRM?
Hello, Can you please show me how to set up the "Lead Score" push from Zoho Marketing Automation to Zoho CRM under CRM Lead contact? I also found this previous discussion but I can't find the screen mentioned https://help.zoho.com/portal/pt/community/topic/score-integrate
View Email in Browser
How do we ensure a Marketing Automation email can be viewed in browser in HTML format, not just text only?
Cannot save custom field
Hello, I'm trying to add a custom field that is a drop-down list. However, the Save button ineffective. Actually, no matter the custom field I choose, I cannot save it. I tried on both Firefox and Chrome, on a Mac. Is this a bug? Thanks
Evidence for Optimal Send time working? Catastrophic results for us
Hi Does anyone have any evidence for Optimal Send time working in Marketing Automation? I tried this yesterday (just trust the system). Open rates are lower (down 50%) Click rates are down 70% Terrible results for us. Never again. If they are applying
Marketer's Space: Targeted messaging : Leveraging ZMA 2.0 for Effective Communication
Hello Marketers, Welcome to another post in Marketers' Space! This week, we'll look at targeted messaging and explore the power of multichannel marketing. Reaching your target audience with the right message at the right time in the right platform is
Track Marketing Automation Campaigns in Zoho CRM
Hello, I've been searching but haven't found the exact answer to this question. I am looking to track Marketing Automation email campaigns and activities inside of Zoho CRM. Use Case: Action: Prospect Submits A Lead Form Outcomes: Prospect created in
Marketing Automation – UX Design issues
Hi team, Great to see the upgrade for Marketing Automation 2.0, however the UX design still has some glitches. Can you please address the following: The message gets clipped. The email keeps getting cut-off at the bottom, regardless of the length (screenshot
Marketer's Space: A Look Into Personalization - How to Tailor Customer Experience Through Segmentation, Merge Tags, Journeys, and Dynamic Content
Hello marketers, Welcome to another post in Marketer's Space. In today's competitive market, personalizing your marketing campaigns is no longer optional—it's essential. Personalization tailors your marketing campaigns to individual customers based on
Insufficient Privelege to Access
Hi We are trying to bulk import contacts in Zoho Marketing Automation through our organization Anvil Tax Inc. however we are having problem bulk sending it. Please assist and see attached for reference.
Problem With Journeys and Lead Page
Hi, I contacted support at zohomarketingautomation.com about an issue last week, but have yet to have a response. I have built a critical journey for our customers, but they are skipping the email, at least that's what ti looks like (there's no explanation).
MA 2.0 Website Analytics with multiple websites
We noticed since we upgraded to MA 2.0 the website analytics page there is no place, or options to choose which of our 5 websites to pull analytics for, what happened with this? I see you can filter by segments, but there used to be a simple list of the
is it possible to customize SMS content with Zoho Deluge scripting based on conditions or variables?
I am going to integrate third party api with zoho deluge so can I dynamically customize the content of an SMS based on specific conditions or variables within Zoho application?
Marketer's Space - Unlocking Customer Insights: A Deep Dive into Website Analytics Module – Part 2
Hello Marketers, In our previous post, we looked at the "Goal Creation" feature in the Website Analytics module. This week, we'll learn about the Website Analytics module in action, focusing on the Dashboard, Acquisition, Behavior, and Smart URL. Zylker
Marketer's Space - Unlocking Customer Insights: A Deep Dive into the Website Analytics Module – Part 1
Hello marketers, Website Analytics is a powerful tool for marketers like you. It enables you to make data-driven decisions so that you can focus on creating marketing plans and optimizing campaigns. You gain a deeper understanding of your customers, their
Wordpress Plugin is not working
Hello, Your wordpress plugin is not working. It has been installed on 3 different websites and problem is always the same. It require connection but when I click on connect button literally nothing happens. I sent feedback week ago and still no response. Any thoughts on this issue?
Difference between Marketing Automation / Campaigns
Hi I would like to know how it differs from Zoho Campaigns. - Campaigns can be used for email distribution (focusing on customer nurchuring and retention). - MA can be used for multiple marketing usage such as LP creation, web tracking , social campaigns,
Campaign and Marketing Automation
I am a Zoho Campaign User. With Marketing Automation's upgrade and apparent improved workflow and stability I would like to move from Campaigns to MA. But I have a weekly newsletter that I don't want to disrupt and to set up MA with all the processes
Marketer's Space - Unveiling the top features in Zoho Marketing Automation
Hello Marketers, Zoho Marketing Automation enables you to generate high-quality leads, segment your customers for laser-focused targeting, automate workflows, and gain deep audience insights—all within a single platform. Let's explore the top five features
Cookies
Hey Guys, being a EU based company, we're forced to show the cookie banner, providing easy to read information about the cookies we use and giving the choice to select which cookies the accept. I know in Zoho Marketing Hub, SalesIQ and Sites there are
Spam Traps
We received this email from Zoho Marketing Automation _______________________ We're writing to inform you that your campaigns are continuously hitting spam traps. This can severely hurt your domain's reputation, thus affecting your engagement metrics.
list segments, contacts and automations
Hi, I use marketing automation version 2 beta and I'm trying to figure out what the intended use is and How we're supposed to use the relationship between lists, segments, and contacts. when and how are Liz supposed to be used. are lists filters of segments
v2 Bug ? - How to remove Critera from a list
We have a list that an employee tried to filter and now we are unable to remove all the critera to revert it back to the standard state and the contacts show as 0. We want to revert to this. But can not remove the critea as it says it's mandatory
marketing automation
wants to know about the zoho marketing automation
I want to embed a newsletter signup form directly into an email template
I'm trying to include a signup form from MA directly into an email template using the embed code generated from the forms section. I've tried using the html code, and while the form does appear, it is not functional (fields can't be filled). This is the
How to Eject Leads that Reply In Journey
Is there a way to view email replies in a Marketing Hub journey? I'd like to set up exit criteria for leads that reply to one of the emails within a journey but I've yet to see an area that reports on number of replies. Therefore, I'm leery to use the Exit Criteria "Any campaign replied ' Last month. '" I want to pull people from the journey if they reply to an email. Can anyone confirm if that criteria works? Perhaps there's a spot in the CRM where I can view the replies within the Journey? Right
"+" sign in the emails (Gmail)
Hello Could you allow us to use the "+" sign in the emails (actually it returns an error) It would be very useful for testing purposes with a Gmail adress... Thank you ---- Using the plus sign With Gmail, a way to change your email address but still have the emails come to your primary inbox is by using the plus sign. You can insert a plus sign with a combination of words in your email address. For example, whenever you sign up for a newsletter, you could use mygmail+newsletter@gmail.com. Gmail will
Announcing migration support for 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
Has anyone migrated from Marketing Automation 1.0 to 2.0?
I would love to hear how it went and what challenges to expect.
Nothing triggers a Journey
I have been on the phone with Zoho support and they claim their development team needs to investigate more. However, I've found this is a pretty standard answer after a call takes any amount of time. After that, it's days and even weeks before it actually
How to work with Folders
How to create, rename folders, add subfolders, delete folders, etc.
Dynamic dates and fields
in Journeys, when creating a task, is it possible to set the due on date and the owner dynamically? For example, can you store the date as process run time + 2 hours so set the task as due in 2 hours after the process ran? And for the owner, set the owner of the task to the owner of the lead?
Google Analytics version update | GA 4
Hello Marketers. This post is to notify you about the update of Google Analytics 4(GA4), the next generation of analytics which collects event-based data. What's GA4 and Why does it matter? Google Analytics 4 is the latest edition of website and app analytics
MA2.0 Forms in landing page not pushing information to Lists and CRM**Frustrated**
Hi All, I've been frustrating for over a week now with MA2.0. I feel it still has lots of issues that needs to be addressed. My main one is that I'm unable to capture leads/contacts from my landingpage. The landingpage is supposed to send the contact
User is already present in another account error in assigning users to marketing automation
Hello everyone Greeting, I had a problem in assigning user in marketing automation, when I try to add it I see this error: (User is already present in another account error) what should I do?
Editing Pick List Values for Default Fields in Marketing Automation
Hello - I am attempting to change the existing list of "Lead Source" options in Marketing Automation. I can find where to edit the default fields and change them to alphabetical order, add the merge tag, etc, but I cannot find any place where I can edit
Marketing Automation Manage List leads not found in All leads.
We have been importing leads into MA through our newsletter list, but just came to realize the leads we added through the newsletter list can't be found in the all leads overview. Any ideas on how we could sync or add them to the all leads overview? Thanks
ZMA V2 is great but...
Hello In v2 there is only Shopify or Zoho Commerce, it will be great to add Woocommerce (abandoned cart) we can't use the V2 because that features is not yes implemented, we plan to use campaigns and Zoho Marketing Automation V2 both but we can't because
Marketing Automation upgrade was supposed to be Q1 2022
When will we receive the long needed upgrade(s) to Marketing Automation? The last time a date was promised, we were told Q1 2022. But that has come and gone. It's getting increasingly hard for me to stay with Zoho and recommend it to my own clients,
News letter form Zoho marketing Automation intergration
Does any one know where I can find leads that subscribed for newsletter in Zoho marketing Automation. I created a Zoho marketing automation form and integrated it to our website. Did some test entries to see if the leads will automatically be registered
Need to set workflow or journey wait time (time delay) in minutes, not hours
Minimum wait time for both Campaigns workflows and Marketing Automation journeys is one hour. I need one or the other to be set to several minutes (fraction of the hour). I tried to solve this by entering a fraction but the wait time data type is an integer
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