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The CRM Zen Show Episode 218 – Feature? Well Sheet, I Can Barely Finder!

Zoho News

Implementation of the Week

  • ZCampaigns Segmentation based on ZCRM Campaign Membership
    • The Campaigns module in the CRM can be used for ZCampaigns email tracking, but also tracks other types of campaigns. These could include call campaigns, trade shows,  webinar attendance, and many other types of campaigns
    • Natively, there is no way to set up a ZCampaigns segment based on ZCRM campaign membership. This limits the ability to follow up on touch-points (ex: trade-show/webinar attendance), and limits the ability to run multi-channel campaigns
    • Using Zoho Analytics, we can create SQL tables containing Lead/Contact IDs and a list of all ZCRM campaign membership. Then, with a scheduled function, we can sync this list to a CRM custom field
    • Last, we just need to include these field in the ZCRM/ZCampaigns integration. Then, we can use it as the primary fields for ZCampaigns segment creation

Code Share of the Week

  • Merging Desk Tickets based on a Meta Tag in email content
    • We had a client that had tickets coming into their Zoho Desk that was coming from ZenDesk, another ticketing system. 
    • They experienced that new replies from Zen Desk created new tickets for each reply rather than adding as a thread on the initial ticket. 
    • This snippet can be put on a workflow rule to run on customer reply to find a metadata tag in the content of the email (in this case, it was a tag labeled as “@fresh@[1234XXXX]@fresh@”). 
    • The meta tag is then saved to a custom field (in this example, it’s labeled as “cf_fresh_tag”) which is then used to search for other tickets with the same unique ID. 
    • The tickets are then merged, with the initial instance of the ticket remaining the only copy with the new replies added to the thread.

This Weeks Read

New On Zenatta

  • Zenatta Blogs
    • Zoho Campaigns Getting Started Checklist
      • Besides the new sync, there are a handful of things to know before using Zoho Campaigns.  Here are all of the key things you should check before sending out a campaign.

Application / Plug-In of the Week

  • Checker Plus for Google Calendar
    • Get a quick view of your calendar anytime right from your menu bar. You can even set up custom notifications that will alert you for your next appointment.

Tips and Tricks

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna


With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.