The CRM Zen Show Episode 216 – Then Again, Campaign Swallows Are Non-Migratory

Zoho News

• PSA – Migrate Campaigns Before Sept 30th
  • If you haven’t done this already, check out this quick tutorial on how to migrate.
• Zoho Social adds TikTok, IG Reels/Stories, and YouTube Shorts
  • Share with us your latest dance moves #CRMZen!
• iOS 16 Updates
  • Major update and shoutout to Zoho for the quick response to this update.
• Zoho Analytics September Updates
  • A few great new features this month, including Time Slicer!
• Zoho Show Adds Data Fields
  • But where does the data source come from?
• Zoho Meeting Updates
  • New integration with Flow, webinar UI, and upload custom background feature.
• Zoho Projects Mobile App Restriction Settings Added
  • We don’t know why, but if you want to block people from the mobile app, you can now do so.

Implementation of the Week

• Zoho Recruit + WordPress Integration for custom Jobs Pages
  • This implementation serves to automatically create custom WordPress pages upon creation of a Job Opening in Zoho Recruit
  • It requires two WP plugins: Advanced Custom Fields, and WordPress REST API Authentication
  • Using these plug-ins, we can define “Custom Fields” that can be used to fill in field-data into templated WordPress pages
  • Once those were installed, we created a Deluge function within Recruit (triggered on button press) to post data specific to the chosen Job Opening to the Custom Field plug-in, which generates the page

Code Share of the Week

• Get Email Content from a Desk Ticket
  • In Zoho Desk, there are Tickets and Threads. A Thread represents an individual communication such as an email, SMS, tweet, or post. A Ticket is the collection of all the Threads (communications) pertaining to a particular Contact and Subject.
  • You may want to create a function that checks a new Ticket’s content for certain keywords or tags to assign it to the best agent or department for the job. While you can get things like the Contact or Subject from the Ticket using the zoho.desk.getRecords deluge task, if you want to get the full email content, you’ll need to get the Latest Thread. You will need the Ticket ID, and a Zoho OAuth connection with the Desk.tickets.READ scope.

This Weeks Read

• 9 Best WordPress Accessibility Plugins for 2022
  • If you are based in California, you may want to take a few minutes to make sure your website is ADA-compliant.  It can be a costly mistake if it isn’t up to standard.

New On Zenatta

• Zenatta Blogs
  • A Few Things To Look Forward To Announced At Zoholics 2022
    • If you get the chance, we highly recommend attending the Zoholics near you.  A couple of new apps were announced, and some great new features and improvements to existing apps are coming soon.

Application / Plug-In of the Week

• WP Accessibility
  • As discussed in our read of the week, if you are running a WordPress site, we recommend you install this tool and run it.

Tips and Tricks

• Zoho Analytics Dashboard Publishing and Share Settings
  • In this video, Tyler guides you through how to distribute, share, and publish your custom dashboards inside Zoho Analytics.