Questions Answered
? 1. (2:16) If I set [a zoho subscriptions] coupon to “forever”—will that [apply] the same discount each month automatically?
? 2. (3:57) A member of staff recently decided to create an envelope template for some good old snail mail. We wanted to use the customer’s salutation and surname but only the first letter of the first name. What suggestions do you have please?
? 3. (7:21) Are there any tutorials or automation examples I can review to assist me with figuring out why [an] automation has stopped working?
? 4. (12:51) We have a space for each department and added users to each space in Zoho Learn. If we create a new manual and forget to share it with the members of the space, nobody sees it. Is there a way to automatically share all manuals with all users added to the space the manual belongs to?
? 5. (14:56) I am starting to use Workflow Rules to automatically update fields based on a selection. […] I’m concerned that I might end up tripping over with one Workflow changing a field that is the trigger for an unrelated workflow. So a daisy chain effect. Is there a best practice for keeping a track of the fields that are being changed and potentially a trigger?
? 6. (18:16) I have a folder in my personal Google Account that I’d like to sync w/ [Zoho Workdrive]. I’d like that folder, and the docs inside it to be a folder in [Workdrive]. Can that be done?
? 7. (23:22) I’d love to know more about the best practices related to integrating Campaigns with Zoho CRM. As the new sync is by default one-directional, I’m curious if you recommend customers keep track of things like topic preferences, email validation check fields etc., within CRM and push to Campaigns, or if it’s just easier to keep this purely within Campaigns.?
