Creator Scripts. - Zoho Blogs #Hacks

7 website metrics you aren’t tracking but should be

Sat, 09 Apr 2016 11:07:31 -0500

With over a billion websites expected by mid 2016, attracting visitors to your site is as important, and also as difficult, as ever. Simply having a website is no longer enough. Business owners now have to measure and analyze a number of crucial metrics in order to improve their strategies, stay relevant with their target audience, and vie for the attention of the internet’s three billion users.

It’s time to start listening to your site statistics so you can consistently attract new and recurring visitors. Here are seven metrics you need to start tracking right away:

1. Traffic: How many people visit your website every day? Tracking this statistic would immediately tell you whether your website is succeeding, failing, or stagnate. Total traffic is composed of unique (new) and repeat visitors. A high number of unique visitors indicates good visibility, while more repeat visitors means you have compelling content.

Ideally, both these numbers should grow simultaneously. Every time you run a campaign or a marketing initiative, the spike in unique visitors will tell you how well the campaign performed. However, if you don’t have an increase in repeat visitors, you may need to rework the content and design of your website to build a loyal visitor base.

2. Traffic Source: It’s important to know where your visitors come from. Typically, there are four sources:

a) Organic search: Visitors who come to your website through search engines. The probability of converting these visitors into customers is high because they’ve landed on your site after searching for a topic your website provides.

b) Referral: Those who come from other websites. It’s great if other sites link to your website and send traffic your way.

c) Direct: These are your loyal visitors who directly enter your website’s URL into the browser.

d) Social: These visitors come via Facebook, Twitter, LinkedIn or other social media channels.

Tracking the traffic source will help you plan campaigns and marketing activities because you’ll know which platform(s) are the best for attracting your target audience.

3. Bounce Rate: This metric is the percentage of people who land on your website and leave without browsing. A low bounce rate means most of your visitors find interesting and relevant content on your website and stay. Linking to interesting pages on the website—perhaps the best performing ones—is a great way to retain visitors. You may also consider customizing pages to suit individual visitor’s interests.

4. Exit Rate: This metric gives you the percentage of visitors who go to a different website from each page. By knowing the culprit pages, you can then rework them to be more engaging.

If you have an e-commerce website, you would want to take this a step further and track the cart abandonment rate. Why are people leaving the cart? Is there a problem with the payment gateway? Is it too difficult to navigate, or is the payment process cumbersome? It’s useful to engage with visitors on a page where they are most likely to exit, and help them with any issues they might face.

5. Conversion Rate: Ultimately, you want your website visits to translate into business. This metric tells you how many of your visitors turn into customers.

You may also want to track cost per conversion, i.e how much you spend to get one customer or lead. This can be different for every business depending on their goals. Is it when a visitor makes a purchase, fills out a contact form, subscribes to your blog/newsletters, or shares content on social media? You can track one or more of these metrics and see how well your website is performing.

A related metric is customer retention rate. Once visitors buy from you, they are likely to buy again. And, if their experience is good, they are also likely to spread the word.

6. Top Pages: Which pages on your website get the most traffic? This will tell you what is working for you and what is not. When you know what your visitors like, you can replicate it on other pages and even add a CTA button on your top performing pages to prompt your visitors to subscribe or buy.

You can also add links to other well-performing pages or ones with related content. Think about the ‘most read’ section on news websites, or the tab in e-commerce websites that says ‘customers who bought this also bought’. Knowing your top pages will help you put your best foot forward.

7. Visitor Behavior: What are your visitors doing on the website? We spoke earlier about the importance of knowing your website visitors. Based on their behavior, you can also segregate hot, warm, and cold leads using Zoho SalesIQ.

A related metric is interactions per visit. Interactions can range from leaving a comment/review or sharing content on social media, to chatting with an agent and clicking CTA buttons. An engaging website with a high interaction ratio will help you build loyal visitors.

Merely tracking these metrics is not enough. They tell you how your website is performing and point out areas for improvement. But you need to act on the stats to succeed. If you have any anecdotes or tips to share, please do so in the comments section below. Post written by Nanya Srivastav

Zoho Sales IQ

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What is Zoho SalesIQ?

Zoho SalesIQ is a live chat and visitor tracking software from Zoho. It allows businesses and organizations to interact with their website visitors in real-time, track their behavior and activities, and provide them with personalized support and assistance. SalesIQ includes features such as live chat, chatbots, visitor tracking, and reporting and analytics.

How to install Zoho SalesIQ?

Installing Zoho SalesIQ on your website is a simple process. First, sign up for a Zoho account and subscribe to SalesIQ. Then, follow the instructions provided by Zoho to add the SalesIQ code to your website. You can also use the Zoho SalesIQ plugin for WordPress to integrate SalesIQ with your WordPress website.

How does sales IQ work?

Zoho SalesIQ works by tracking the behavior and activities of your website visitors in real-time. When a visitor arrives on your website, SalesIQ will automatically collect information about their location, source of referral, and the pages they have visited. You can then use this information to provide personalized support and assistance to the visitor through live chat or chatbots. SalesIQ also provides reporting and analytics to help you understand the behavior and needs of your visitors.

How do I create a chatbot in Zoho SalesIQ?

Creating a chatbot in Zoho SalesIQ is simple and straightforward. First, log in to your SalesIQ account and go to the Chatbots section. Then, follow the instructions provided by Zoho to create your chatbot, including setting up the chatbot's flow and defining the responses it should provide to various questions and requests. You can also use pre-built templates or customize your chatbot to meet your specific needs and requirements.

What are the different modules in SalesIQ?

Zoho SalesIQ includes several modules to help you manage your live chat and visitor tracking needs. Some of the modules include Live Chat, Chatbots, Visitor Tracking, Reporting and Analytics, and Integrations. Each module provides different features and functions to help you engage with your visitors, understand their behavior, and provide personalized support and assistance.

What is brand in SalesIQ?

A brand in Zoho SalesIQ refers to the specific identity or profile that you use to represent your business or organization in the SalesIQ chat widget. You can create multiple brands in SalesIQ, each with its own name, logo, and color scheme, to represent different departments or areas of your business. When a visitor engages with SalesIQ, they will see the chat widget associated with the brand that you have selected.

How do I use sales IQ on Zoho?

To use Zoho SalesIQ, first sign up for a Zoho account and subscribe to SalesIQ. Then, add the SalesIQ code to your website, and configure the SalesIQ chat widget and chatbots according to your needs. When a visitor arrives on your website, SalesIQ will automatically track their behavior and activities, and you can use the live chat or chatbots to engage with them and provide support and assistance. You can also use the reporting and analytics module to understand the behavior and needs of your visitors.

How do I customize Zoho SalesIQ?

You can customize Zoho SalesIQ to meet your specific needs and requirements. This can include customizing the look and feel of the SalesIQ chat widget, creating custom chatbots, setting up custom reporting and analytics, and integrating SalesIQ with other Zoho or third-party tools. Zoho provides a range of customization options, and you can also contact Zoho support for assistance with more complex customization needs.

How do I integrate Zoho SalesIQ in WordPress?

To integrate Zoho SalesIQ with WordPress, you can use the Zoho SalesIQ plugin for WordPress. Simply install the plugin on your WordPress website, and then follow the instructions provided to connect your SalesIQ account and add the SalesIQ chat widget to your website. The plugin provides a range of customization options to help you integrate SalesIQ with your WordPress website and match the look and feel of your website.

Fetch Email Id Associated with a Username

Tue, 09 Feb 2016 12:07:52 -0600

Sometimes you need to pull ( fetch ) the emails of different users to be able to send them an email notification of a specific action in your zoho creator database.

So, you have a form that uses the "Users" look-up field, which is used to assign tasks , records, inventory to registered users on the app and would like to automatically send an email to the User when he/she s assigned a new task, record,inventory or anything else. Follow the instructions below on how to set it up.

Solution

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Solution

What does Zoho Creator do?

Zoho Creator is a low-code platform that enables businesses and individuals to create custom applications and automate their work processes without the need for coding. Zoho Creator provides a drag-and-drop interface, pre-built templates, and a range of tools and features to help users build custom applications quickly and easily.

Is Zoho Creator worth it?

Whether Zoho Creator is worth it depends on your specific needs and requirements. Zoho Creator is a powerful platform that can help businesses and individuals automate their work processes, streamline their workflow, and save time and resources. If you need a platform to build custom applications, Zoho Creator may be worth it for you.

How much does Zoho Creator cost?

Zoho Creator has a range of pricing options, starting from a free plan with limited features, to a paid plan that starts at $7 per user per month. The exact cost will depend on the number of users, the features and tools you need, and the type of plan you choose. Zoho also offers a custom pricing option for larger organizations with more complex needs.

Is Zoho owned by Google?

No, Zoho is not owned by Google. Zoho is a privately held company based in Chennai, India. It was founded in 1996 and provides a range of online productivity and business applications.

What are the benefits of Zoho Creator?

Zoho Creator provides several benefits, including:

Custom application creation without coding
Automation of work processes and streamlined workflow
Reduced time and resources required for application development
Flexibility and scalability to meet changing business needs
Integration with other Zoho and third-party applications

Is Zoho hard to learn?

The level of difficulty in learning Zoho will depend on your experience and familiarity with similar platforms and tools. Zoho Creator is designed to be user-friendly, with a drag-and-drop interface and pre-built templates, making it accessible to users with limited technical skills. However, as with any platform, there may be a learning curve for some users, especially for more complex features and tools.

Does Zoho require coding?

No, Zoho Creator does not require coding. The platform provides a drag-and-drop interface and pre-built templates, making it possible to build custom applications without writing any code. However, advanced users with coding skills can also customize and extend their applications using the Zoho Creator scripting language.

Do hackers use Zoho?

Like any online platform, Zoho is vulnerable to hacking and security threats. However, Zoho takes security very seriously and implements a range of measures to protect its users' data and applications, including encryption, secure data centers, and regular security audits. It is important for users to follow best practices for securing their Zoho accounts, such as using strong passwords and enabling two-factor authentication.

Is Zoho completely free?

No, Zoho Creator is not completely free. The platform offers a free plan with limited features, as well as paid plans starting at $7 per user per month. The exact cost will depend on the number of users, the features and tools you need, and the type of plan you choose.

Need Development?

How do I enable export options (print, PDF,etc) for a view embedded in my HTML page?

Mon, 04 Jan 2016 09:09:56 -0600

There are several ways to accomplish this task.

One is to enable the printing settings directly in your html page as its shown on this solution below. The other is to place the URL´s as linked text

a. To print the view, place a linked text in the format given below:

b. To export the view in CSV format, place a linked text in the format given below:

CSV Export

Refer to http://help.creator.zoho.com/Functionality-based-URLs.html learn more the URL patterns.

Solution

Script

Need Development?

Solution

Script

htmlpage Export_Options()
displayname = "Export Options"
print = true
pdf = true
content
<%{%>

Loading View...

<%}%>

Notice that print & pdf are set as true to enable the printing option on your html page.

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Zoho Creator Hack: How to Schedule an Email for birthdate reminders

Mon, 28 Dec 2015 09:24:47 -0600

Scheduler is a powerful feature in Zoho Creator that allows the application owner to create timed actions without any user input. These timed actions can be executed periodically based on the date and time values present in your form or on fixed date and time.

Zoho Creator supports three types of schedules. Form, Report & Custom. For birthdate reminders you need to use Form. Form schedules are events that are scheduled based on a date/time field in your form. (i.e) you will be able to specify a field in the form, whose value will be taken as the scheduling due date (or as start date and end date) in case of schedules with repeats like 'monthly' or 'yearly'.

Solution

Script

Need Development?

Solution

Script

Copy and paste the script below inside the What to do? tab inside Workflow / Schedules section. Make sure you replace the name of the forms and the name of the field if different as highlighted below in bold.

Name Form: Birthdate_Calc

Name Field: Email

emails = Birthdate_Calc[ID == input.ID];
sendmail
[
from:zoho.adminuserid
to:emails.Email
subject:"Happy Birthdate!!!"
message:"We love you!!! hope you have many more wonderful years to celebrate.

Enjoy!!!

Name...

"
content type:HTML
]

Need Development?

Zoho Reports Hack: How to limit decimal places on a pivot report

Thu, 17 Dec 2015 18:33:22 -0600

This is a simple yet useful zoho reports hack. When building pivot tables currency values as well as decimal fields do not always maintain the decimal places from the tables you are importing the data from.

Below is a quick gif that shows how to edit the format of the filed inside the pivot table for a quick modification on the decimal places.

Solution

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Solution

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Zoho Creator Hack: How To Format Phone Numbers with custom function

Tue, 08 Dec 2015 16:43:24 -0600

The Problem:

How can I make it so when a phone number (String) is entered in a form like this:9876543210 it automatically formats it to 987-654-3210

The Script:

1.Please define a function like below in your app:

string Format_Phone(string phone_input)

{ if (((input.phone_input.getAlphaNumeric())).length() != 10) { phone_output = "error"; } else { phone_output = (((( (input.phone_input.getAlphaNumeric()).subString(0,3)) + "-") + (input.phone_input.getAlphaNumeric()).subString(3,6)) + "-") + (input.phone_input.getAlphaNumeric()).subString(6,10); }

return phone_output;

}
2.Invoke the function in your forms On add -->On validate using below code:

errorMsg = "";
if (input.Phone_Format != "")
{
pf = thisapp.Format_Phone(input.Phone_Format);

if ( pf == "error")
{
errorMsg = "Please enter a 10 digit phone number for Primary Phone.";
}
else
{
input.Phone_Format = pf;
}
}

Zoho Hack: Update Zoho CRM fields values using Custom Functions

Tue, 10 Nov 2015 08:24:55 -0600

Custom Function to Update a value in Zoho CRM

potupdate = zoho.crm.updateRecord("Potentials",input.potentialID.toString(),{ "Industry" : input.Industry });

"Potentials" is the name of the Module.

"input.potentialID" is the name of the record ID you want to update.

"Industry" is the name of the field to be updated within Potentials.

"input.Industry" is the name of the field in Accounts module.

The key is to select the fields values from the Arguments section.

Share this video with client or colleagues. https://youtu.be/-c_2Kr-FgAI

What do you use Zoho CRM for?

Zoho CRM is used to manage customer relationships, track sales, and streamline business processes. It helps businesses automate and streamline their sales, marketing, customer support, and inventory management processes.

Is Zoho owned by Google?

No, Zoho is not owned by Google. Zoho is a privately held company based in Chennai, India.

Who is Zoho CRM best for?

Zoho CRM is best for small to medium-sized businesses looking for a cost-effective and customizable CRM solution. It's also suitable for businesses in a variety of industries, including sales, marketing, customer support, and inventory management.

What are the disadvantages of Zoho CRM?

Some of the disadvantages of Zoho CRM include limited scalability for larger enterprises, limited integration options with other business tools, and a learning curve for some users.

What are the 3 types of CRM?

The 3 types of CRM are operational CRM, analytical CRM, and collaborative CRM. Operational CRM focuses on automating and streamlining business processes, analytical CRM provides insights into customer behavior and preferences, and collaborative CRM facilitates communication and collaboration between teams and customers.

Is Zoho using SAP?

No, Zoho is not using SAP. Zoho is an independent company that develops its own suite of business and productivity tools, including Zoho CRM.

Is Zoho completely free?

No, Zoho CRM is not completely free. While Zoho offers a free basic plan, more advanced features and higher user limits are available with paid plans.

Does Zoho use SQL?

Yes, Zoho uses SQL (Structured Query Language) to store and manage its data in the database. SQL is a standard language for managing and manipulating relational databases.

5 Elements to Help Users Submit Web Forms Easily

Tue, 22 Sep 2015 07:05:33 -0500

Several aspects in a form influence users to click that submit button. Unfortunately, users don’t always convert as much as you’d like. Here are five elements that you can improve on to instantly increase your conversions.

Leave a strong first impression

No matter how you share your form, design is essential. For a well responsive form, seek advice on color and font choices from professional designers. Use the color wheel as a reference for essential color combinations.

Seasonal and timely theme and layout modifications attract visitors. For instance, fonts like Georgia and Open Sans look good on the web. Analyzing what works and what doesn’t helps you increase form conversions.

Keep it short and sweet

Unlike surveys, you don’t have to use flowery gimmicks in a form to keep users’ attention; people easily fill out forms that are direct and to the point. Combining two or more questions, or complex phrasing reduces clarity; try creating crisp and concise forms that are easy to understand.

Place labels right

Where you place your labels highly influences your conversions. Some people prefer to display labels above the field while others prefer it aligned next to a field. Recognize your audience’s preferences for increased conversions.

Check your data filters

Though filters like mandatory fields and CAPTCHA ensure data quality, they shouldn’t restrict submissions. Personally, I never submit forms if the phone number is mandatory — or I enter a fake number, which is useless for the form owner. Unless it’s necessary, reserve the mandatory option.

CAPTCHA is perfect for complex or embedded forms — forms that are prone to spam. But it adds little value to a close-knit group. Keep your forms simple for more conversions.

Make use of rules

A great way to add credibility to your form is to filter the questions visitors don’t have to see. Use field rules to display questions based on the responses to previous questions, and form rules to define actions for your form as a whole.

We’ve found that these elements improve conversion rates, but we want to hear from you too. Share your experiments; what do you do to increase conversions?

Try Zoho Forms For Free

3 Zoho CRM hacks you did not know were possible

Sat, 20 Jun 2015 12:32:34 -0500

1. Aggregate emails under Accounts module

When it comes to data aggregation there is not such thing as too much of it. Zoho CRM aggregates your emails under Leads or Contacts, but not under Accounts.

If you conduct B2B operations then emails under Contacts makes little to no sense at all. You can actually hack your way through having emails as a related list under Accounts.

In order for this process to work we need 3 key components working at the same time;

1. Zoho Creator account synced to your Zoho CRM platform.

2. Enterprise edition on your Zoho CRM plan.

3. And ability to forward emails from your current email hosting provider. i.e. Outlook, Gmail, etc ( most do )

Keep reading here...

2. Adding Barcodes to Sales Orders, Invoices or Product Items.

If your business is starting to grow and you process hundreds if not thousands of transactions per day scanning orders, invoices or inventory items becomes a must have.

The barcode API uses a very simple RESTful interface. Each barcode can be generated by creating the proper URL. Currently, the API supports the following barcode types:Code 39 (c39)Code 128a (c128a)Code 128b (c128b)Code 128c (c128c)4 of 5 Interleaved (i2of5)

You can find all API details in the following url http://www.barcodes4.me/apidocumentation but if you need help implementing it into your Zoho CRM account do not hesitate to contact us.

3. Calculate Distance between 2 addresses and store value in Zoho CRM

With Gogole API you can easily calculate the distance between 2 addresses or coordinates get a value in km or miles back from google server and store the value within Creator or CRM fields for your database operations.

How to use it?

Well...for starters wouldn´t it be awesome if your employees could log the mileage automatically as they visit each location? With Zoho Creator and Google maps API is now possible. Zoho Creator mobile app enables you to submit forms from your phone when you are surveying the market, visiting clients or simply performing maintenance to your business units. From Zoho Creator you can push values back to your Zoho CRM as related reports under each Account, Lead or Contact.

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What do you use Zoho CRM for?

Is Zoho owned by Google?

No, Zoho is not owned by Google. Zoho is a privately held company based in Chennai, India.

Who is Zoho CRM best for?

What are the disadvantages of Zoho CRM?

Some of the disadvantages of Zoho CRM include limited scalability for larger enterprises, limited integration options with other business tools, and a learning curve for some users.

What are the 3 types of CRM?

Is Zoho using SAP?

No, Zoho is not using SAP. Zoho is an independent company that develops its own suite of business and productivity tools, including Zoho CRM.

Is Zoho completely free?

No, Zoho CRM is not completely free. While Zoho offers a free basic plan, more advanced features and higher user limits are available with paid plans.

Does Zoho use SQL?

Yes, Zoho uses SQL (Structured Query Language) to store and manage its data in the database. SQL is a standard language for managing and manipulating relational databases.