MarketingHub
Which entities can be associated with an activity-based workflow?
You can associate campaigns and signup forms with an activity-based workflow. Make sure that the workflow is active before you associate them.
How many entities can I associate with an activity-based workflow?
You can associate any number of entities with one workflow provided the workflow is active.
Can an activity-based workflow in draft be associated with any entities?
No. Activate the workflow before associating it with any entities.
What is the order of execution for instant workflows?
Instant workflows will be executed in the order of their creation. You can change the order of execution from the list view. Execution order is always from bottom to top. To reorder the workflow execution: Select the Leads tab and click Workflows. In ...
What will happen if I reorder time-based workflows?
Reordering time-based workflows in the list view will not have any impact on the execution order of your workflows, as time-based workflows trigger on the scheduled date and time.
Can I edit a workflow after activation?
No. Once a workflow has been activated, it cannot be edited.
When will a workflow stop?
Instant and time-based workflows will stop when the source list has been deleted. all of the defined actions have been stopped. custom fields used in the workflow criteria have been deleted. One-time workflows will stop after triggering at the ...
What will cause actions to stop?
Actions will stop due to the following reasons: If the action is Add to another list, the target list (i.e. the list you've selected to add the leads to) may have been deleted. If the action is Push to Zoho CRM, the custom field mapped to Zoho CRM ...
Can I view, edit, and delete another user's workflow?
You can view and edit another user's workflow provided you have the required permissions to do so. You can only delete another user's workflow if you are the organization administrator. Organization users cannot delete other users' workflows.
Who are skipped leads and how do I view them?
Leads who did not have actions performed on them are listed as 'skipped leads. To view skipped leads: From the Navigation toolbar choose Leads and select Workflow. Select the intended workflow from the list view. Navigate to the action you wish to ...
What will cause a lead to be skipped while sending an email?
Leads will be skipped when: the email address is invalid there are deliverability issues and soft bounces
What will cause a lead to be skipped while pushing lead data to Zoho CRM?
Leads will be skipped when: there is data missing in mandatory fields data entry in certain fields is invalid there is a permission denial for the lead there is a permission denial for the account in Zoho CRM
What will cause a lead to be skipped while removing tags?
When the lead has not been assigned the tag that is to be removed.
What is a smart list?
A smart list only contains leads who meet the criteria for the list. If at any point a lead stops meeting the criteria you've set for the smart list, they will be removed automatically.
What will happen if I have associated the same smart list (target list) with two different workflows?
Workflow triggers are sequential; at any point, the smart list will only contain leads who match the criteria of the last triggered workflow.
What is the maximum number of workflows I can create and activate?
You can create and run up to fifty workflows at any time. If you wish to increase this number, contact our support team at support@zohomarketinghub.net.
What is freezing a workflow?
When you freeze a workflow, it will stop accepting new leads and will perform actions only for leads who have already entered the workflow. You can resume the workflow anytime.
What will happen if I shut down a workflow?
A workflow that is shut down will not perform actions on any lead, even for those who have already entered the workflow. You cannot activate a workflow once it is shut down.
I am not able to delete my workflow. Why?
You must shut down a workflow to delete it.
How do I view the import details?
You can view the import history by following the steps below: Open the Leads tab from the navigation bar. Select the All Leads sub tab. Click Import history from the More option present on the top right corner. This shows the subscribers segregated ...
What are the file formats accepted to import leads?
You can import leads from files with extension formats such as .xls, .xlsx, .csv and from Google spreadsheets.
What is the difference between unsubscribe from a mailing list and unsubscribe from the account?
When leads unsubscribe from a mailing list, they will stop receiving newsletters related to that particular mailing list. However, leads unsubscribing from the account stop receiving any emails from the organization.
How do I export leads from Zoho MarketingHub?
You can export your subscribers from Zoho Campaigns to your desktop in different formats such as .csv, .xls, .json, etc. Open the Leads tab from the navigation bar. Select the All leads sub tab. Click Export leads option from the More option present ...
How to export bounced leads?
Open the Leads tab from the navigation bar. Select the All leads sub tab. Click Export leads option from the More option present on the top right corner. In Export leads page, select Bounced leads. Also, select the fields you want to export along ...
How to export leads present in do-not-mail registry?
Open the Leads tab from the navigation bar. Select the All leads sub tab. Click Export leads option from the More option present on the top right corner. In Export leads page, select Do-not-Mail leads. Also, select the fields you want to export ...
How do I move leads from do-not-mail list to active list?
Open Leads tab from the navigation bar and select All leads. You will get the lead list view. Click Filter icon on the right. Select Do-not-Mail leads and choose Moved by me from the View option. Click Apply. This will list down the leads moved to ...
How do I make a copy of a signup form?
You can replicate a signup form with the clone option. Open the Lead Generation tab and click Lead sources. Select the Forms subtab. You will get the signup form list view. Hover over any form and click Clone icon to complete the action.
What are the prerequisites to integrate with Zoho CRM?
Before integrating your Zoho CRM account with Zoho MarketingHub, please check that you meet the following requirements: You have active user accounts in both Zoho MarketingHub and Zoho CRM to sync contacts/leads. Zoho CRM administrator status to ...
How do I generate the ZSC key?
ZSC key refers to the Zoho Service Communication Key. This is required to integrate your Zoho CRM account with Zoho MarketingHub. To generate your ZSC key in Zoho CRM: Log in to Zoho CRM. Click the Settings icon, then select Setup at the top-right ...
Can I associate an autoresponder with more than one list?
No. If you want to send the same series of messages to leads of another list, you can clone the autoresponder, and then change the mailing list as you like.
When does a calendar-based autoresponder trigger?
Messages in a calendar-based autoresponder will be sent at the scheduled date and time.
How frequently can a cyclic autoresponder be sent?
Cyclic autoresponders can be sent on a daily, weekly, monthly, and yearly basis.
Can I create more than one cyclic autoresponder series with the same frequency?
Yes. Any number of series can be created for the same frequency.
What causes an autoresponder to stop?
Autoresponders will be stopped when the source mailing list or segment has been deleted.
What is the maximum number of messages per autoresponder?
You can create and send a maximum of 60 messages per autoresponder.
What will happen to my autoresponders if I downgrade my subscription?
If your subscription gets downgraded, your autoresponders will be suspended and you will receive a notification email. When you renew your subscription, the autoresponders can be restarted.
Can I view a deleted campaign?
Yes, but you can only view campaigns that have been deleted in the last 30 days. To view a recently deleted email campaign: From the navigation toolbar, choose Campaigns and select Email Campaigns. Click the Filter icon in the top-right corner. ...
What is a card view?
The card view is an alternative way to display your campaigns. It shows your campaigns in thumbnails, based on the month of creation. The thumbnail gives you a preview of your campaign content, and if you mouse over it you can also view the campaign ...
What does the emoji icon do in the subject field?
This allows you to use emojis in your subject lines, potentially getting a more positive reception to your emails. All you need to do is click the Emoji icon next to the Subject text box and select the emoji you want to use in your subject line.
Why shouldn't I use a public domain address?
When you use a public domain address such as gmail, Yahoo, or AOL to send marketing emails, your open and click rates will plummet because it won't be apparent where your emails are coming from. There is also a high probability that your email will ...
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