Zoho Subscriptions
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohosubscriptions.com
33 results found
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extra placeholders to state pay "every 6 months"
When using the placeholder "%PayFrequency" and you are using a billing cycle of e.g. 6 months. The placeholder now only states "months" in stead of "every 6 months". Please add extra placeholders that also integrates the number of months.
4 votesPayFrequencyUnit placeholder added to support the Recurrence Frequency Unit
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Live chat or direct messaging system in client portal
I think an option for live chat or direct messaging via the portal is a good option. So when us and the client are logged in we can talk easyier. Great for smaller companies.
4 votesDear customers,
We are happy to inform that Zoho Subscriptions is now integrated with Zoho SalesIQ. This integration allows you to set up live chat support within your customer portal.
By providing real-time assistance to your customers via the self-service portal, you can close your books faster, keep more customers happy, and elevate your overall customer experience.
To set up this integration, you can log in to your Zoho Subscriptions account and choose Settings > Integrations > Zoho apps > Zoho SalesIQ.
If you’d like to share feedback on this integration, feel free to write to us at support[at]zohosubscriptions[dot]com
Regards,
Reshma -
Display Zoho Subscriptions in Zoho Desk
Our company uses Zoho Desk to handle all customer service related requests. When a client calls in, we need to check Zoho Subscriptions to see if they are currently active, and which plan they have. It would be very helpful if that information was automatically displayed in Zoho Desk. I'm aware that some customer fields can be passed through CRM to Desk, but it would be much easier to simply display the customer's subsipcription in Desk. There is already an integration for this for CRM so if that same integration could be added to Desk that would be very helpful.
3 votes -
Cancellation reasons
When a customer wants to cancel, a short form pops up asking why they want to cancel, and maybe offers a coupon, etc
3 votesHi there,
Thanks for posting on our feedback forum.
Zoho Subscriptions allows you to customize your customer cancellation journey. You can either place a plain text box to collect the cancellation reason, or enter pre-defined options for the customers to choose from.
To try this, please log into your Zoho Subscriptions account and choose Settings > Preferences > Subscriptions > Cancellation preferences.
Regards,
Reshma -
Coupons applied to one-time add-ons
Coupons cannot be currently applied to one-time add-ons.
Example: Our new customers often have an "Installation Fee" that is a one-time add-on when they sign up. They may have a coupon when they sign up too. The coupon should be applied to the entire balance when they sign up, not just the recurring charges.
3 votesHello Everyone!
We are happy to announce that you can now choose whether a coupon should apply to one-time add-ons, recurring add-ons or both types of add-ons.
To test the feature, head over to Zoho Subscriptions and try adding a coupon.
For more information on how to associate coupons, please click the below link.
https://www.zoho.com/subscriptions/help/coupon.html#associate-coupon. -
Add Custom Fields to Advanced Search
We really need to use Custom Fields in the Customer records to be able to use Subscriptions. Currently we can't search based on information in the custom fields. This is almost a show stopper for us as it makes it very difficult for users to quickly locate customers.
3 votesHi there,
Zoho Subscriptions allows you to perform an ‘advanced search’ to filter customer records based on the customer-level custom fields you create.
You can try this and share your feedback to support[at]zohosubscriptions[dot]com
Regards,
Reshma -
Put Logo on Check Out Page
The checkout page is very bland, and really could use more customization, starting with at least the logo.
3 votesYou can now put your logo on the checkout page.
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Notify me via Email when Customers Subscription is about to expire
I would like to be notified by email when a Customers Subscription is about to be expired, so I can sign them back up!
3 votesYou can the option while configuring the replates as checkbox, to cc the email(Organization email address)
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Import customer data
We should be able to import customer data. We are migrating from another platform and have to input one by one is time consuming and does not help as an entry or selling point for your service.
Have to make it easy for people to migrate.
3 votes -
subscription invoice
link to Zoho Invoices from Zoho Subscriptions top-left apps menu
2 votesHi Mark,
Option to navigate from Zoho Subscriptions to Zoho Invoice is available now. Zoho Invoice is listed along with other apps in top-left.
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API: The "List all subscriptions API" - add customer_id in response
in the followin API:
https://subscriptions.zoho.com/api/v1/subscriptionsAdd customer_id in the respons.
Really needed to make this API usefull.2 votes -
Ability to change the "sender" email for Subscriptions templates. It is easy to do in books but not subscriptions
Ability to change the "sender" email for Subscriptions templates. It is easy to do in books but not subscriptions. This seems to be completely missing from Subscriptions
1 voteHi Charlie,
We have an option to change the “sender” email to one of your organization email address under Settings → Organization Profile —> Primary Contact. Click on the Change link and choose the option.
Please let us know if this helps. For any further assistance, you can reach us at support[at]zohosubscriptions[dot]com
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webhooks should have verification token provided by the user
For added security, it would be nice to have webhooks sending verification token in the POST headers, like auth token, which will be provided by the user at the time of creating webhook. Verification token makes it possible to know if the webhook is actually originated from zoho subscriptions.
1 voteHi there,
Thanks for posting your suggestion. Zoho Subscriptions now allows you to secure your webhooks by adding a secret key. To know how to set this up, you can refer this FAQ:
https://www.zoho.com/subscriptions/kb/webhooks/securing-webhooks.html
Cheers,
Reshma
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