Marketer's Space: The Power of Personalization - Crafting SMS Messages that Resonate using Zoho Camp

Marketer's Space: The Power of Personalization - Crafting SMS Messages that Resonate using Zoho Camp

Hello Marketers, 

This week's Marketer's Space will focus on personalization, how it enhances customer engagement and retention, and how you can personalize your SMS content using Zoho Campaigns.

What is Personalization?

Personalization is tailoring your messages in a way that it resonates with your customers. It uses customer data to create targeted SMS campaigns.

Personalisation gif

Why it helps:

SMS inboxes are exploding today with generic messages, and personalization helps you stand out in this pile. Personalized messages feel genuine, human-to-human, and less like bots. It develops trust, enabling higher click-through rates, open rates, retention rates, and purchase rates. 

Ways to Personalize Your SMS Messages:

Personalization relies on data. It's vital to collect data ethically using methods that respect your customers' privacy and adhere to legal regulations. 
  • Zoho Campaigns allows you to ethically collect customer data through signup forms, service integrations, and even manual entry.

  • This data is used for segmentation, with Merge Tags, and Automation for a personalized SMS campaign.

Let's look at how you can add this data to personalize your SMS content.

1. Personalizing using Merge Tags and Custom Fields:

Zoho Campaigns has an inbuilt feature - "Merge Tags" that allow you to personalize your messages with specific customer information. For example, you can use the "$[UD:FIRST_NAME]$" merge tag to insert the customer's first name into the message. Zoho Campaigns offers a vast library of pre-built merge tags, but you can also create your own custom fields to capture specific customer data. Learn about Merge tags.

- Name

By using merge tags, you can replace "Dear Customer" with recipients' names, making your campaigns feel less like a mass blast and more like a direct conversation.

Consider this use case:

You're sending a birthday discount message to your customers. A generic message works, however you can use the name merge tag to personalize.

  • Generic message: "Happy Birthday! Enjoy your discount!"

  • Personalized message: "Happy Birthday, Emily! Get your special discount" 

Location

You can send SMS campaigns to your customers based on cities, regions, or even specific areas. 


Say you have a huge subscriber list, but only want to invite customers to a launch event in New York. You can create a segment with customers from New York then use the city merge tag "$[UD:CITY]$" in your SMS content when you run the SMS campaign.

2. Personalizing by creating Segments in Zoho Campaigns

Segmentation allows you to divide your contact list into smaller groups based on specific criteria. This enables you to create targeted SMS campaigns that are relevant for each segment. Learn more about segments. 

You can segment your audience based on factors like:

Webinar Attendees

With Zoho Campaigns, you can create a segment with customers who attended the webinar you conducted. After segmenting these customers, you can send a personalized thank you SMS to these attendees or offer a discount on a related product. Webinar attendees have already shown interest in your brand, so by sending a personalized thank you SMS, you can potentially convert them into paying customers.

Zoho Campaigns has more built-in segmentation options. You can also create custom fields for even more precise targeting.

3. Personalization through Automation:

Automation not only saves time, but also lets you personalize your customer interactions. By setting up automated workflows, you can trigger targeted SMS messages based on specific customer actions and behaviours. Learn about Automation.

Here are some examples of how you can send personalized messages by setting up an automated workflow:

- Birthdays & Anniversaries 

An automated birthday message can help your business engage with the customer. They might visit your website to see the birthday offer, or even make a purchase.

- Abandoned Cart messages

Reminding your customers about abandoned carts can give you a chance to recover lost sales while also helping customers overcome purchase hurdles. 

Personalization can be a powerful tool to increase engagement for your SMS campaigns. By taking the above factors into account, you can draft SMS messages that resonate with your customers and use Zoho Campaigns' SMS gateway to send campaigns. This leads to increased brand loyalty and a more successful marketing strategy. Stay tuned to this space for more marketing tips.

Regards,
Pearlin Nitika
User Education | Zoho Campaigns






    • Recent Topics

    • New Zoho triggers Google Dangerous flag due toabnormal charcters

      Just signed up and doing my first email test. I sent it to my google email account but it got flagged as Dangerous" due abnormal characters. My DNS setup looks ok. Page snips attached Help Please Thanks, Rick DC PowerWorld
    • Top Bar Shifting issue still not fixed yet

      I mentioned in a previous ticket that on Android, the top bar shifts up when you view collections or when you're in the settings. That issue still hasn't been fixed yet. I don't wanna have to reinstall the app as I've noticed for some reason, reinstalling
    • Triggering Zoho Flow on Workdrive File Label

      Right now Im trying to have a zoho flow trigger on the labeling/classification of a file in a folder. Looking at the trigger options they arent great for something like this. File event occurred is probably the most applicable, but the events it has arent
    • Is there a way to set Document Owner/Sender via the API

      When sending requests for zoho sign, it would seem zoho uses the id of the person that created the zoho api cred to determine the owner_id, is there a way to set a default for this?
    • SendMail to multiple recipients

      Hi, I'm trying to send an email to a list of recipients.  Right now the "to" field is directed to a string variable. (List variables won't work here). In the string variable, how can I make it work? trying "user@app.com;user2@app.com" or "user@app.com; user2@app.com" just failed to send the emails. Ravid
    • Populate drop down field from another form's subform

      Hello, I found how to do that, but not in case of a subform. I have a Product form that has a subform for unit and prices. A product might have more than one unit. For example, the product "Brocoli" can be sold in unit at 3$ or in box of 10 at 25 $. Both
    • Usar o Inventory ou módulo customizado no CRM para Gestão de Estoque ?

      Minha maior dor hoje em usar o zoho é a gestão do meu estoque. Sou uma empresa de varejo e essa gestão é fundamental pra mim. Obviamente preciso que esse estoque seja visível no CRM, Inicialmente fiz através de módulos personalizados no próprio Zoho CRM,
    • Signup forms behaviour : Same email & multiple submissions

      My use case is that I have a signup form (FormA) that I use in several places on my website, with a hidden field so I can see where the contact has been made from. I also have a couple of other signup forms (FormB and FormC) that slight differences. All
    • getting error in project users api

      Hello, I'm getting a "Given URL is wrong" error when trying to use the Zoho Projects V3 API endpoint for adding users to a project. The URL I'm using is https://projectsapi.zoho.com/api/v3/portal/{portalid}/projects/{projectid}/projectusers/ and it's
    • Change total display format in weekly time logs

      Hi! Would it be possible to display the total of the value entered in the weekly time log in the same format that the user input? This could be an option in the general settings -> display daily timesheet total in XX.XX format or XX:XX.
    • In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subf

      In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subform update Invoice , there i have date field,Invoice number
    • Different Company Name for billing & shipping address

      We are using Zoho Books & Inventory for our Logistics and started to realize soon, that Zoho is not offering a dedicated field for a shipping address company name .. when we are creating carrier shipping labels, the Billing Address company name gets always
    • How to display historical ticket information of the total time spent in each status

      Hi All, Hoping someone can help me, as I am new to Zoho Analytics, and I am a little stuck. I am looking to create a bar chart that looks back over tickets raised in the previous month and displays how much time was spent in each status (With Customer,
    • Zoho Projects iOS app update: Global Web Tabs support

      Hello everyone! In the latest version(v3.10.10) of the Zoho Projects app update, we have brought in support for Global Web Tabs. You can now access the web tabs across all the projects from the Home module of the app. Please update the app to the latest
    • Zoho Community Weekend Maintenance: 13–15 Sep 2025

      Hi everyone, We wanted to give you a heads-up that Zoho Community will undergo scheduled maintenance this weekend. During this period, some community features will be temporarily unavailable, while others will be in read-only mode. Maintenance Window:
    • Agent Performance Report

      From data to decisions: A deep dive into ticketing system reports An agent performance report in a ticketing system provides a comprehensive view of how support agents manage customer tickets. It measures efficiency and quality by tracking key performance
    • Show both Vendor and Customers in contact statement

      Dear Sir, some companies like us working with companies as Vendor and Customers too !!! it mean we send invoice and also receive bill from them , so we need our all amount in one place , but in contact statement , is separate it as Vendor and Customer, 
    • URL validation

      We use an internal intranet site which has a short DNS name which Zoho CRM will not accept.   When attempting to update the field it says "Please enter a valid URL". The URL I am trying to set is http://intranet/pm/ Our intranet is not currently setup with a full DNS name and given the amount of links using the shortname probably isn't a feasible change for us.
    • Pourquoi dans zohobooks version gratuite on ne peut ajouter notre stock d'ouverture??

      Pourquoi dans zohobooks version gratuite on ne peut ajouter notre stock d'ouverture ??
    • How can I adjust column width in Zoho Books?

      One issue I keep running into is as I show or hide columns in reports, the column widths get weird. Some columns have text cut off while others can take a fourth of the page for just a few characters. I checked report layout guides and my settings, but
    • Invalid value passed for file_name

      System generated file name does not send file anymore - what is the problem?
    • Custom Function for Estimates

      Hey everyone, I was wondering if there was a way to automate the Subject of an estimate whenever one is created or edited: * the green box using following infos: * Customer Name and Estimate Date. My Goal is to change the Subject to have this format "<MyFirm>-Estimate
    • This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

      I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the
    • Search in module lists has detiorated

      Every module has a problem with the search function :-/
    • YouTube Live #1: AI-powered agreement management with Zia and Zoho Sign

      Hi there! We're excited to announce Zoho Sign’s first YouTube live series, where you can catch the latest updates and interact with our Zoho Sign experts, pose questions, and discover lesser-known features. We're starting off by riding the AI wave in
    • Search in module lists has detiorated

      Every module has a problem with the search function :-/
    • Sales Receipts Duplicating when I run reports why and how do we rectify this and any other report if this happens

      find attached extract of my report
    • Add Zoho Forms to Zoho CRM Plus bundle

      Great Zoho apps like CRM and Desk have very limited form builders when it comes to form and field rules, design, integration and deployment options. Many of my clients who use Zoho CRM Plus often hit limitations with the built in forms in CRM or Desk and are then disappointed to hear that they have to additionally pay for Zoho Forms to get all these great forms functionalities. Please consider adding Zoho Forms in the Zoho CRM Plus bundle. Best regards, Mladen Svraka Zoho Certified Consultant and
    • Bigin: filter Contacts by Company fields

      Hello, I was wondering if there's a way to filter the contacts based on a field belonging to their company. I.e.: - filter contacts by Company Annual Revenue field - filter contacts by Company Employee No. field In case this is not possibile, what workaround
    • Has Zoho changed the way it searches Items?

      Right now all of our searches have broken and we can no longer search using the SKU or alias. It was fine last night and we came in this morning to broken.....this is impacting our operations now.
    • Refunds do not export from Shopify, Amazon and Esty to Zoho. And then do not go from Zoho inventory to Quickbooks.

      I have a huge hole in my accounts from refunds and the lack of synchronisation between shopify , Amazon and Etsy to Zoho ( i.e when I process a refund on shopify/ Amazon or Etsy it does not come through to Zoho) and then if I process a manual credit note/
    • CRM->INVENTORY, sync products as composite items

      We have a product team working in the CRM, as it’s more convenient than using Books or Inventory—especially with features like Blueprints being available. Once a product reaches a certain stage, it needs to become visible in Inventory. To achieve this,
    • Monthly timesheet, consolidation of time by project

      I have time logs for various jobs for project. Is it possible to consolidate the time spent for each job, when I am generating a timesheet for a month? I am getting the entries of jobs done on each day when I generate a timesheet for a month For example
    • Building a Strong Online Identity with G-Tech Solutions

      In today’s fast-moving world, having a strong online identity is essential for every business. https://gtechsol.com.au helps businesses establish a digital presence that reflects their vision and values. By focusing on innovation and quality, they create
    • Sending emails from an outlook account

      Hi, I need to know if it's possible to send automatic emails from an Outlook account configured in Zoho CRM and, if so, how I can accomplish that. To give you some context, I set up a domain and created a function that generates PDF files to be sent later
    • Struggling with stock management in Zoho CRM – is Zoho Inventory the solution?

      My biggest pain point today with Zoho is inventory management. I run a retail business and reliable stock management is absolutely critical. Obviously, I need this inventory to be visible inside the CRM. At first, I tried handling it through custom modules
    • Automating CRM backup storage?

      Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
    • Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

      Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration
    • can't login Kiosk URGENT

      already try, can't login pls help to support. thanks.
    • Zoho Calendar not working since a few days

      Hey there, first off a minor thing, since I just tried to enable the Calendar after reading this in another topic (there was no setting for this though) : For some reason my current session is showing me based in New York - I'm in Germany, not using a
    • Next Page