Zoho Tags

#Overview

Zoho has very limited support for tags, which can make it difficult to segment your contacts with WP Fusion.

The total number of tags you can have in your account are:

  • 10 on Standard
  • 30 on Professional
  • 50 on Enterprise

The maximum number of tags a single contact can have regardless of plan is 10.

As a workaround, WP Fusion offers the option to use a multi-select field for segmentation in Zoho instead of tags.

#Setup

To enable this, go into the Zoho Setup » Modules and Fields » Contacts and add a new multi-select field to your contact record layout.

Screenshot of a software interface displaying a Multi Pick List Properties dialog box, seamlessly designed for WP Fusion CRM integration. Options include Tag One, Tag Two, Member, Customer, and Free User. A checked box option labeled Display values alphabetically is featured.

The name of the field can be anything you like. For the Multi Pick List Options, enter any tags you would like to use with WP Fusion.

Back in the WP Fusion settings, on the Setup tab, choose Multi-Select from the Segment Type selector.

Screenshot of a Zoho integration setup page showcasing the seamless WP Fusion CRM integration. It includes options for selecting segmentation type, with Multi-Select chosen, and an area to input tags labeled Tags Multiselect. Buttons for refreshing tags and authorizing Zoho are visible.

In the dropdown, select your multi-select field. If the field doesn’t appear, first click Refresh Available Tag & Fields to load your new field.

Save the settings, and WP Fusion will update the saved tags for all users based on the values in your selected multi-select field.

Note: If you had previously configured products, memberships, and access rules using Zoho tags and are switching to a multi-select, these settings do not need to be updated. As long as the “tag” names are the same, the settings will copy over automatically between the Tags and Multi-select segment types.

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