Marketer's Space - Unveiling the top features in Zoho Marketing Automation

Marketer's Space - Unveiling the top features in Zoho Marketing Automation


Hello Marketers,
Zoho Marketing Automation enables you to generate high-quality leads, segment your customers for laser-focused targeting, automate workflows, and gain deep audience insights—all within a single platform. Let's explore the top five features that enable you to do all this without breaking a sweat. 

1. Diverse lead generation tools
Generating high-quality leads is fundamental for any business and ZMA equips you with the essential tools to capture them.
  • Signup forms: Create beautiful signup forms—compact, banner, or long—with an easy-to-use editor and capture the data you need.


  • Signup pop-ups: Design signup pop-ups, customize them with ZMA's built-in editor, preview them, set triggers, control their frequency, and assign relevant topics.

  • Landing pages: Build landing pages using ZMA's drag-and-drop editor, optimize them for SEO and mobile responsiveness, manage scripts and responses, and push your leads to CRM.


2. Multichannel communication
To reach your target audience effectively, it's vital to stay connected with them through the communication channels that they prefer and are most active in. ZMA integrates email, SMS, WhatsApp, social media, and websites into a single platform for seamless multichannel communication—saving you time and enabling you to focus on creating impactful content.


3. Advanced segmentation
Targeting the right audience with the right message is important for a successful campaign. ZMA enables you to create laser-focused segments which automatically update as you acquire new contacts, ensuring your campaigns always reach the right audience. There are two types of segmentation options inside ZMA:
  • Smart segmentation: Use an intuitive interface to segment your audience based on relevant contact data and behavior.
  • Advanced segmentation: Advanced segmentation has over 200 criteria types that you can use to create hyper-focused segments. You can also combine these criteria with AND/OR modifiers for maximum precision.


4. Drag-and-drop journeys

ZMA's "Journeys" feature simplifies complex workflows by enabling you to automate repetitive tasks. You can build journeys from scratch or use pre-designed templates for common marketing goals, like welcome series or lead nurturing sequences. You can also customize the pre-designed templates to suit your campaign needs, which not only saves you valuable time but also ensures a consistent experience for all your leads from the moment they enter your system to the moment they become loyal customers.


5. Real-time website analytics

Get valuable visitor insights with ZMA's Website Analytics dashboard, which provides metrics like the devices visitorsuse, their demographics, traffic sources, location data, and daily trends. Drill down further with detailed reports on behavior, acquisition channels, goal conversions, and smart URL tracking.

  • Behavior analysis: Analyze behavior on your website, like performance, unique visits, average time spent on the page, and bounce rates.

  • Acquisition analysis: Understand the source and channel through which your audience is visiting your pages andthe geographic locations of your visitors.

  • Goal tracking: Create goals for your website and response actions for when you achieve each goal.


  • Smart URL tracking: Create distinctive short URLs and QR codes that you can use in your product banners when conducting social events so visitors can scan and access your site. Keep track of visitor details, location stats, site performance by time, and more.

This is just a glimpse at the powerful features packed into Zoho Marketing Automation. In the coming weeks, we'll look into each feature in detail, explore its functionalities, and uncover strategies for making the best use of ZMA. Stay tuned to this space for more marketing insights!

Regards,
Pearlin Nitika
User Education | Zoho Marketing Automation 

    • Recent Topics

    • How to list emails in a folder, e.g. Inbox, on multiple pages when using Zoho mail webpage?

      Something as shown in the figure. There are totally 50 emails in Sent folder. If "Mail per page" equals 20, then the Sent folder is split into 3 pages. When I wander through Sent folder, I can just select a specific page to jump to. BTW, it seems that

    • Unable to Create Zoho Booking via the Book Appointment API

      Its giving the below error {     "response": {         "errormessage": "Error setting value for the variable:customer_details\n null",         "status": "Error"     } } Request: POST Url: https://www.zohoapis.in/bookings/v1/json/appointment attached Zoho-oauthtoken

    • SHEET - Send email when a cell changes

      I would like to create a custom function for Zoho Sheet that triggers when a paticular cell changes to a specific value. This would result in sending an email to a recipient (this would be an address that remains the same and included in the script). Example: = IF(N4= "Drafted", <>EmailFunction) 1)     Cell N4 changes to "Drafted" 2)    Email is sent to recipient            or alternatively 3)    Post to chat channel I have found the Custom function editor in Sheet. I am not bad at scripting, but

    • Apply transaction rules to multiple banks

      Is there any way to make transaction rules for one bank apply to other banks? It seems cumbersome to have to re-enter the same date for every account.

    • 【開催報告】 福岡 ユーザー交流会 2025/8/8（金）

      皆さま、こんにちは。コミュニティチームの中野です。 8/8（金）に、福岡 ユーザー交流会を開催しました。 本投稿では、その様子をお届けします。当日の登壇資料などもこちらに共有しますので、参加できなかった皆さまもご参照ください。 今年初の開催となる福岡 ユーザー交流会では、CreativeStudio樂合同会社 前田さんによるZoho CRM / Sign / Survey の事例セッションのほか、 Zoho社員セッションでは、Zoho Forms の活用法を解説。 さらに、「見込み客・顧客データの管理/活用方法」をテーマに参加者同士でZoho

    • no me llegan los correos a Zoho mail

      No puedo recibir correos pero sí enviarlos, ya hice la modificación de MX y la verificación de teléfonos, qué es lo que ocurre? gracias

    • Error: Invalid login: 535 Authentication Failed

      I have used zoho with nodemailer. const transporter = nodemailer.createTransport({ host: 'smtp.zoho.com', port: 465, secure: true, auth: { user: 'example@example.com', pass: 'password' } }); While sending the mail, it shows the following error: Error:

    • Zoho Renewal

      Hello, If I am not going for zoho email renewal. will i get back my free zoho account? and if yes then is it possible to get back my all free user. how many user get back 10 or 25?

    • javax.mail.authenticationfailedexception 535 authentication failed

      Hi, I am facing 535 authentication failed error when trying to send email from zoho desktop as well as in webmail. Can you suggest to fix this issue,. Regards, Rekha

    • Not reciving emails

      Apparently i cannot recive emails on my adress contact@sportperformance.ro I can send, but do not recive. The mail i'm trying to send from mybother adress gets sent and doesn't bounce back... but still doesn't get in my inbox. Please advise

    • Not receiving MailChimp verification e-mail

      It seems that their verification e-mails are blocked. I can receive their other e-mails, but not their verification of domain ownership e-mail. I've checked and double checked how I typed the e-mail, using different e-mails (my personal e-mail can receive it), white listing the domain and all that is left is for the IP's to be white listed, but I don't have that power.  If a staff member could take a look at this -> http://mailchimp.com/about/ips/ And perhaps white list them for me, that would be

    • Creating my 2nd email account

      After creating my first email address, I decided to get another email address. I would like to use this new address as the primary address too. I don't know how to set it up there doesn't seem to be an option for that

    • Cannot - create more email account - Unusual activity detected from this IP. Please try again after some time

      Hello, I come across the error message in Control Panel. Unusual activity detected from this IP. Please try again after some time and i cannot create any more users We are an IT company and we provide service for another company Please unlock us.

    • "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain"

      Good day. When I try to send mail through ZOHO mail I get the following error : "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain" I need help with this. My zohomail is : @eclipseweb.site Thank you,

    • Transfert de domaine pour création des comptes emails

      Bonjour , je ne parviens point à créer des mails avec le domaine 'raeses.org' suite à la souscription du domaine auprès d'un autre hébergeur, dont j'ai fait la demande du code de transfert qui est le suivant : J2[U8-l0]p8[ En somme, attente de l'activation

    • Help! Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.

      Kindly help me resolved this issue that i am facing here.

    • How are people handling estimates with Zoho inventory?

      We are often using Zoho Books for estimates that then get converted to invoices within Books. We would like the sales team to migrate entirely to Zoho Inventory and no longer need to use Zoho Books so that they are only on one system. How are people managing

    • Relative Date Searches

      Currently in the search options, it has "date", "from date" and "to date". I think it would be great if there were options like "date greater than x days ago" and "date less than x days ago". I realise that as a once off you can just use the existing

    • Performance is degrading

      We have used Mail and Cliq for about three years now. I used to use both on the browser. Both have, over the past 6 months, had a severe degradation in performance. I switched to desktop email, which appeared to improve things somewhat, although initial

    • Ask the Experts 23: Customize, utilize, and personalize with Zoho Desk

      Hello everyone! It's time for the next round of Ask the Experts (ATE). This month is all about giving Zoho Desk a complete makeover and making it truly yours. Rebrand Zoho Desk with your organization’s details, customize ticket settings based on your

    • Dear Zoho CEO: Business Growth is about how you prioritise!

      All of us in business know that when you get your priorities right, your business grows. Zoho CRM and Zoho Books are excellent products, but sadly, Zoho Inventory continues to lag behind. Just this morning, I received yet another one-sided email about

    • Payroll In Canada

      Hi, When can we expect to have payroll in Canada with books 

    • Please review and re-enable outgoing emails for my domain

      Hello Zoho Support, I have recently purchased a new domain and set up email hosting with Zoho. However, my account shows "Outgoing Email Blocked". I am a genuine user and not sending bulk/spam emails. Please review and re-enable outgoing emails for my

    • Payroll without tax integrations (i.e. payroll for international)

      It seems as though Zoho waits to develop integrations with local tax authorities before offering Zoho Payroll to Zoho customers in a country. Please reconsider this approach. We are happy Zoho Books customers, but unhappy that we have to run payroll in

    • goingout e mail block

      info@ozanrade.com.tr

    • Incoming mails blocked

      Zoho User ID : 60005368884 My mail Id is marketing#axisformingtechnology.com .I am getting following message "Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts. Click here to get unblocked." Please

    • Assistance Needed: Ticket Status Not Updating and Sorting by Last Customer Reply in Zoho Desk

      Hello, I’m facing two issues in Zoho Desk that I’d like your guidance on: Ticket Status Not Updating: When a customer replies to a ticket, the status does not change to Reopened. Instead, it remains in Waiting on Customer, even after the customer’s response

    • Configuring Email Notifications with Tautulli for Plex

      Hi I'm new to Zoho. I am from Canada and I have a I use a web based application called Tautulli for Plex that monitors my Plex media server. It also sends a newsletter to my followers. To set this up they require a "From" email address., a smtp server

    • Is there a way to automatically add Secondary Contacts (CCs) when creating a new ticket for specific customers?

      Some of our customers want multiple contacts to receive all notifications from our support team. Is there a way to automatically add secondary contacts to a ticket when our support team opens a new ticket and associates it with an account? This would

    • How to Set Up Zoho Mail Without Cloudflare on My Website

      I'm having some trouble with Cloudflare here in Pakistan. I want to configure Zoho Mail for my domain, but I'm not sure how to set it up without going through Cloudflare. My website, https://getcrunchyrollapk.com/ , is currently using CF, but I'd like

    • Spam is Being Forwarded

      I am filtering a certain sender directly to the Trash folder. Those messages are still being forwarded. Is this supposed to happen?

    • IMAP Block

      My two accounts have been blocked and I am not able to unblocked them myself. Please respond to email, I am traveling and this is urgent.

    • "DKIM not configured"

      Hello. I have been attempting get the DKIM verified but Toolkit keeps sending the message that it is not configured, but both Namecheap and Zoho show it as configured properly. What am I missing?

    • Zoho mail with custom domain not receiving email

      i registered zoho mail with my own domain. I can login and access the mail app. I tried to send email from an outlook email account and an icloud email account. Both emails were not received. My plan is free. I also tried to send email from this zoho

    • Set connection link name from variable in invokeurl

      Hi, guys. How to set in parameter "connection" a variable, instead of a string. connectionLinkName = manager.get('connectionLinkName').toString(); response = invokeurl [ url :"https://www.googleapis.com/calendar/v3/freeBusy" type :POST parameters:requestParams.toString()

    • Waterfall Chart

      Hello, I would like to create a waterfall chart on Zoho analytics which shows the movement in changes of budget throughout a few months, on a weekly basis. Should look something like the picture below. Does anyone know how to?

    • Help Center and SEO: Any Benefit to My Domain-Mapped Website Ranking?

      First of, I love the Help Center which I've just decided to integrate into my website to replace its old-fashioned FAQs. So much more to achieve there now! Lots of new benefits to the site visitors and to me in terms of organizing and delivering all the

    • Issue with Importing Notes against Leads

      Hi, I am attempting to import some Notes into Zoho CRM which need to be assigned to various Leads. I have created a csv file which I am testing that contains just one record. This csv file contains the following columns: Note Id Parent Id       (I have

    • Trigger a Workflow Function if an Attachment (Related List) has been added

      Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no trigger

    • Creator Add Records through API - Workflows not triggered ?

      Hi Everyone, I am trying to add records to my Creator application through a third party app that I am developing. Currently, I am testing this through Postman. The records I need to add have a lot of workflows to run to populate dropdowns, fields, use

    • Next Page