Email Workflows & Automation in Zoho Campaigns

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  • Опубліковано 18 січ 2025

КОМЕНТАРІ • 32

  • @paulbaker45
    @paulbaker45 16 днів тому

    really helpful video. Thank you for taking the time to make it.

  • @AllThingsMarketingByPalak
    @AllThingsMarketingByPalak 11 місяців тому

    Thank you so much for this

  • @jimtolbert4966
    @jimtolbert4966 Рік тому

    Really helpful. Thanks. Learned from your content.

  • @scottwiseman2966
    @scottwiseman2966 2 роки тому

    Tyler you are a LEGEND!

  • @amilleagawin8159
    @amilleagawin8159 9 днів тому

    Hi is Zoho Campaign that is being showed in the video the same Zoho Campaign that is found in the modules of Zoho CRM? I am using Campaign Module from Zoho CRM and the UI is not the same as your video. How do I have the same as in your video? 😥

    • @Zenatta
      @Zenatta  9 днів тому

      Hi Amille! This video is on the application Zoho Campaigns. It is similar to Mailchimp/Constant Contact where it allows you to send marketing campaigns. You can access it at campaigns.zoho.com

  • @debugstore
    @debugstore 9 місяців тому

    Thank you, Tyler. Very inciteful.

  • @BuddyQuaid
    @BuddyQuaid Рік тому

    Hi Tyler, I saw in your CRM, you had "Interests". How are you syncing those with Campaigns or is that automatic?

    • @Zenatta
      @Zenatta  Рік тому

      Hi Buddy Quaid, We discussed your question on our most recent Issue of AZAAZ! Click here to jump straight to our response.
      🎬 - ua-cam.com/video/VkO_IwT2esw/v-deo.html#t=16m35s

  • @Glutenanddairyfreelife
    @Glutenanddairyfreelife 8 місяців тому

    What version of Zoho CRM are you showing? Professional? Enterprise? I want to start with Zoho so I need to decide which version to choose. Tia

    • @Zenatta
      @Zenatta  8 місяців тому +1

      This is Zoho One, so Enterprise edition.

  • @GrantBoonzaier
    @GrantBoonzaier 2 роки тому

    Thanks for your video, but you do not show how to continue the flow after its delivered. What's the logic here? If delivered moves on to another email after 3 days, and if opened moves onto an email after 1 day, I assume they sit in a delivered state until either of the time conditions is met? Now if they move down the delivered but not opened funnel and then they do open the email, I cannot add them back to the flow under opened email, I have to duplicate the flow emails under the initial delivered but unopened. Very frustrating

    • @Zenatta
      @Zenatta  2 роки тому

      Hi Grant,
      Brett & Tyler answered your question on our recent episode of the CRM Zen Show.
      🎬 - ua-cam.com/video/GU3s35FJAuE/v-deo.html#t=44m47s

  • @LukaszS1
    @LukaszS1 Рік тому

    How can we pull the sent emails within workflows to CRM to see which leads received those emails and see if they opened/replied?

    • @Zenatta
      @Zenatta  Рік тому

      Hi Lukasz, We discussed your question on our most recent Issue of AZAAZ! Click here to jump straight to our response.
      🎬 - ua-cam.com/video/A6pQTZxhWVs/v-deo.html#t=11m48s

  • @ErinSiverd
    @ErinSiverd Рік тому

    Can you create a workflow using a survey as the trigger?

    • @Zenatta
      @Zenatta  Рік тому

      Hi Erin, We answered your question on this week's AZAAZ! Click here to jump to our answer.
      🎬 - ua-cam.com/video/JRVRDBeYBMo/v-deo.html#t=37m46s

  • @Spade193
    @Spade193 9 місяців тому

    Do you know if there's any way to create a never ending drip campaign in Zoho campaigns? And every now and then the automation is paused, a new email is added to the end and people would be in various stages with new people coming in and starting from the beginning?

    • @Zenatta
      @Zenatta  8 місяців тому

      Hi Spade! Unfortunately, this isn't supported functionality within Zoho Campaigns

  • @waltermazzola4450
    @waltermazzola4450 2 роки тому

    Is there a way to play in the workflow with the site conversions (purchases). Let's say I want to send a second email to user who 'click in a link' AND 'did not generate a conversion in my site'. Can I do this? Thanks.

    • @Zenatta
      @Zenatta  2 роки тому

      Hi Walter,
      Brett & Tyler answered your question on this week’s episode of the CRM Zen Show
      🎬 - ua-cam.com/video/nzOIn0B7MwM/v-deo.html#t=38m15s

  • @chrisburns2
    @chrisburns2 Рік тому

    For the response options, if someone opened and clicked on a link for an email, are they included in both "Opened" AND "Clicked?" I set up a workflow using the response feature, but then set it up to send the same email to all of those buckets of people (at different timings), but I don't want to be sending duplicate emails.

    • @Zenatta
      @Zenatta  Рік тому

      Hi Chris, We answered your question on this week's AZAAZ! Click here to jump to our answer.
      🎬 - ua-cam.com/video/JRVRDBeYBMo/v-deo.html#t=0m52s

  • @nathanielrogers5502
    @nathanielrogers5502 Рік тому

    This was very helpful. I have a quick question. I create workflows but I can't find how to connect them to my Campaigns. I want a lead to enter a campaign and cycle through my workflow and I track the progress through reporting. Is this possible? If so how

    • @Zenatta
      @Zenatta  Рік тому

      Hi Nathaniel, We answered your question on this week's AZAAZ! Click here to jump to our answer.
      🎬 - ua-cam.com/video/LZen3_bfP6o/v-deo.html#t=23m20s
      Also, Here is the link to the video that Tyler was referring to:
      ua-cam.com/video/o3kznfCWgv4/v-deo.html

  • @waltermazzola1596
    @waltermazzola1596 2 роки тому

    Well done!

    • @Zenatta
      @Zenatta  2 роки тому

      Thank you! Cheers!

  • @scottwiseman2966
    @scottwiseman2966 2 роки тому

    i wished you talked more about the CRM tasks

  • @theislandwife
    @theislandwife 2 роки тому

    Hi, can you make a video on how to make 3 sequences of emails that will be in automation? I need a tutorial for this. Thank you..

    • @ashooo333
      @ashooo333 Рік тому

      I am here because of the same question. I guess you are use to Hubspot, correct?

    • @BuddyQuaid
      @BuddyQuaid Рік тому

      Follow this tutorial and use the wait time block and then after it, add another send email block, then time, then email, etc.