Profile stitching with Zoho Marketing Automation

Profile stitching with Zoho Marketing Automation

When it comes to marketing, knowing who your audience is and tracking their interactions is vital. That's why Zoho Marketing Automation has taken a significant leap forward with its enhanced profile stitching feature. With this update, you can track your leads' activities when they're engaging with a form created with Zoho Forms and link them directly to their contact profiles. This ensures that your marketing efforts are powered by complete, unified data. Let's take a closer look at how it all comes together!

 

The old way: Zoho Forms submissions and profile linking


Previously, connecting Zoho Forms submissions to website activity required extra steps:

 

  1. You'd created a form in Zoho Forms and embedded it in a website with a tracking snippet.

  2. As visitors interacted with your site, their presence would be logged as Anonymous Visitors in Web Analytics.

  3. When a visitor submitted a form, their details created a contact in Zoho Marketing Automation—but their website activity remained disconnected.

  4. To tie everything together, visitors had to fill out a Signup form or Popup forms or fill a form in a landing page created in Zoho Marketing Automation. This additional step is what linked their web activity to their contact profiles.

  5. After identification, their web activity history would be updated, and they will be considered as "Known Visitors".

 

The new way: Simplified and smarter profile stitching


The updated flow for Zoho Forms and Zoho Marketing Automation integration removes these barriers, making the process seamless:

 

  1. When a visitor interacts with a form created using Zoho Forms embedded on a tracked website, their activity is recorded as anonymous in Web Analytics.

  2. Once they submit the form, Zoho Marketing Automation automatically identifies them using a unique visitor ID stored in their cookies and links it to their contact profile.

  3. Their web activity now shows up in the contact timeline without needing extra forms or manual identification.

  4. From that point forward, their activities are recognized, and they will be considered "Known Visitors" in the Web Analytics reports. 

 

Note: This applies only to users who have integrated their each distinct form with Zoho Marketing Automation from Zoho Forms. The reverse scenario is not applicable. 

This enhancement gives you a clear, complete picture of their journey, which in turn helps you understand them better and connect with them more effectively.


How email-based profile stitching works

Here's a quick look at how Zoho Marketing Automation connects email campaigns to contact activities:

 

  1. First, a tracking snippet is added to your website to monitor visitor activity.

  2. Visitors start off as anonymous users in your Web Analytics data.

  3. Once a visitor becomes a contact (via .csv imports, manual entries, or CRM integration), their web activity isn't automatically linked.

  4. If you send an email campaign to your contacts with a web link (tracking snippet embedded site) and recipients click these links and land on your site, their visitor IDs (from the cookies) and contact IDs are then paired up and they're identified as known visitors.

  5. This new update maps their past web activities to their profiles and increases your "Known visitors" count in Web analytics to help you better understand their journeys. 

 

Why this matters

  • Save time and effort: Say goodbye to manual mapping or relying on multiple forms.

  • Get the full picture: Instantly see your contacts' website behaviors alongside their other interactions.

  • Enhance personalization: With a complete view of each lead, you can deliver tailored campaigns and experiences.

 
What's next: 

  • We’re extending this update to SMS and WhatsApp channels, enhancing communication capabilities.

  • Additionally, we are planning to integrate with Zoho SalesIQ, allowing seamless access to engagement data directly through the integration.


This new profile stitching feature transforms how you track and understand your leads, making your marketing smarter and more efficient. Start using it today to get a clearer picture of your audience and take your campaigns to the next level!

    • Sticky Posts

    • Marketer’s Space - Automating CRM Actions with Journeys – Part 2

      Hello marketers! Welcome back to another post in Marketer’s Space. In our previous post, we explored how CRM actions in Journeys help marketing and sales teams work together by nurturing CRM leads and pushing only engaged prospects back to sales. If you

    • Introducing automation and utility conversations in WhatsApp marketing

      We’re excited to announce the addition of two new features to our WhatsApp integration: Automation and Utility conversations. These enhancements will allow you to streamline your marketing efforts and engage with your customers more effectively by automating

    • Tip of the week 02 - The art of 'seeing' your leads

      What's the last page that your lead visited before signing up for your brand? What was the page that first convinced your lead to explore more about you? Where are your leads coming in from? Well, these are some perennial questions today's marketers live upon. And, knowing the answers to these questions is crucial, considering the vitality of leads in every business. In the journey of finding lead opportunities, it's important to understand that every detail about a lead is useful. While the channels

    • Zoho Marketing Automation Update: Topics, Contacts, and List Management

      At Zoho Marketing Automation, our highest priority is making it easier for you to use our product to accomplish your business goals. With that in mind, we are updating three of our pivotal features: Topic, Contacts, and List Management.   These existing

    • Important: Zoho MarketingHub is now Zoho Marketing Automation

      Hello Everyone,   We hope you all are doing well. We'd like to notify you that we have rebranded Zoho MarketingHub to Zoho Marketing Automation. We'll discontinue using the term "MarketingHub" from May 26, 2021. However, there will be no changes in the

    • Recent Topics

    • Introducing Keyboard Shortcuts for Zoho CRM

      Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modules

    • Lets Talk Recruit: Key Takeaways from Our India Community Meetups

      Welcome back to Let’s Talk Recruit, the series where we bring you real stories, product insights, and community highlights from the world of recruitment. Our last post covered how you can build approval processes with zero follow-ups using Recruit. In

    • Emails Migration to Zoho

      Hi, I am in the middle of a migration from Salesforce to Zoho one. I am stuck on migratiing emails from Salesforce into Zoho. Does anyone have any suggestions?

    • How to set an automatic BCC recipient

      Hi there, is it possible to set a BCC recipient email address that is automatically showing up in the BCC field when you compile an email for a contact or lead? I want pretty much all emails I sent out of Zoho CRM to have the same BCC email recipient,

    • zoho commerce

      "I need to know where to find the wishlist function in Zoho Commerce."

    • Request to Recover Deleted Task List – Project ID: RIV-MOD-10722

      Hi Zoho Team, I hope this message finds you well. My Zoho task list associated with Project ID: RIV-MOD-10722 appears to have been deleted. When I clicked on the task link from the email notification, I received the following message: "Task has been deleted

    • Error 400 Booking

      Added a custom domain to Booking. Am Getting a SSL Error that has some other domain on the SSL and giving a 400 error. Followed instructions and it stated it verified our domain.. However it is not working. Please Help!

    • Popup Input Fields on Kanban View

      Hi, I have modified the default deals module in zoho crm and using it with kanban view , I've configured my blueprint to ask for necessary input fields on stage updates but it only works on the deal details page. What I want to achieve is to show these

    • Zoho Developer Hangout (ZDH) – Episode 19 | Catalyst for Zoho Developers

      Hey developers! Ready to shift gears from writing long Deluge scripts to building with single-purpose functions and powerful service calls? This session is for Zoho developers who are familiar with typical approaches to working in the Deluge environment

    • Why is it so difficult to login to zoho store dashboard

      I have logged in using zoho id and unable to access dashboard from past 30 mins - why is it so difficult to go dashboard of my own store?

    • Problem with CRM Connection not Refreshing Token

      I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature to

    • Zoho Thrive is getting a revamp: Here’s what’s changing

      We’re excited to bring you an upgraded Zoho Thrive experience! This update features a more intuitive interface, improved navigation, and enhancements to help you manage your affiliate and loyalty programs with ease. What’s new? A more flexible start:

    • Narrow Columns for the Calendar Day View

      Hello Zoho folks, First off thank you for Zoho Bookings! I have a feature request: the ability to adjust the columns width for the calendar Day View. User Story: Given that I am a Zoho Bookings admin And I am logged-in And I have > 5 staff members When

    • Using Bookings as a training management system

      I'm looking for a system for my company. We need to be able to give clients a way of booking courses with us from a pre-defined schedule. We'll need for them to be able to book, cancel or amend bookings without manual intervention from our side. The system

    • Multi Vendor store

      Are there any options for setting up an online mall or marketplace that supports multiple vendors, like Etsy and Amazon, where a buyer can search across multiple stores within a mall to find products? Each store owner can administer their own products

    • Related List Client Script

      Noticed that now we support Related List Client Script. But I cannot find any guidance regarding this. May I know how to capture the chosen value?

    • Importing into Multiselect Picklist

      Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For example, if the customer used Thick Turret and Trumpf style but not Thin Turret,

    • Limited to one Image Attachment in Service Reports

      The ability to attach multiple before and after pictures of work performed is a vital feature for many field service companies. Current attachment limit is 10MB. When adding an image to the appointment notes field, it is producing an image with an average

    • Zoho Forms Layout Limitations Impacting Conversion

      Hi everyone, I’m encountering some challenges with Zoho Forms' design and layout limitations, and I believe this is impacting the conversion rate of our website. Our goal is to capture as much information as possible from leads, but for UI/UX reasons,

    • How to add two columns in Zoho forms

      I would like to have two columns in Zoho forms. How can i enable two columns?

    • Cancelled appointments still block out timeslot

      I haven't had to test this before, but I've just found a problem. I had an appointment in a certain timeslot, and that appointment was cancelled. However, Bookings won't let another appointment be booked in that slot - it makes that time unavailable until

    • Zoho Bookings <> Oulook

      When a user has their Outlook connected to Bookings should it be able to recognise existing meetings and not give those as available options ? If so, how long is the sync time : ie If i were to put a private meeting at 3pm in my Outlook, how long would

    • where i can see estimated revenue

    • Don't allow scheduling service on same day

      Is there a way when setting up a Service for people to schedule to not allow them to schedule it for the same day, only a future date? We don't want people scheduling their meeting/service without giving us time to prepare for it.

    • ZOHO BOOKINGS, Add Contact settings

      How can I edit the add contact form, to change to not mandatory fields email or phone number? thanks

    • Zoho Please change your ways

      I started using Your new Zoho bookings in earnest 3 days ago. What a mistake.  Once again, everything is backwards and upside down.  I had to spend 5 hours testing how the thing works in order for me to understand how to acutally use it.  When i started using google calendar years ago.  it took seconds to figure out how it works. Why is that. bc they put everything in places where it makes sense.  Today, I needed to add an appointment as well as a time off.  Stupid me i added the time off first,

    • ZOho Booking and CRM integration.

      We are using Zoho Booking wiht Zoho CRM in a custom module. Inside our module we use the option to book a meeting with the customer. This part works great we feed the field to the URL and everything work 100%. Now my issue is that I was not able to find

    • cannot link my email to Zoho CRM

      We are reviewing Zoho as we heard it was an easy solution platform, but we have been trying for many days to get anyone at Zoho to schedule call to talk with us. We unsuccessfully have tried multiple times to link email to Zoho. We put in request for

    • How do I delete a test email address to which I am supposed to send a test email?

      How do I delete an email address added to a test email recipient that is no longer needed due to resignation or other reasons?

    • Happiness Feedback Report

      Hello,  I want to see all the feedback, which has been left on ratings in a report for all past tickets. Unfortunately, the pre-built happiness dashboard only lets you go back one month. When I create a report, I cannot add the column 'feedback' and I

    • Interest on late payments

      Is this ever going to be implemented on Zoho Books?  It's particularly annoying as its been working so well on Zoho invoice for the last year or so.

    • Awful audio quality

      Hi guys I'm using Zoho Cliq (paid) with my team (remote team : France, Madagascar and Tunisia). Unfortunately, we encounter issues everytime on audio call (and more when we use screenshare) with sound quality, audio lag, etc. We spend loooot of time to

    • How do I see what participants see when I am app sharing in a meeting?

      How do I see what participants see when I am app sharing in a meeting? In my view, I only see myself as active, but not the app (keynote on mac)

    • Items: Custom lookup field with values from a custom module?

      Use case: I have created a new custom module called Makes to hold the names of thousands of different manufacturers. I am trying to create a custom lookup field for Items that uses the custom module. I am not able to select the custom module for the lookup

    • Canva Integration

      Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,

    • Clone Entire Zoho Boooks Organization, including all transactions for testing & training

      Can Zoho Books support help with direct cloning of entire Zoho Books & Inventory Organization? including all transactions, just like a copy & paste or disk cloning. Is this possible?

    • Can't change login email address in zoho books.

      Hello, Does anyone have any idea how to change login email in zoho books?

    • Zoho Site Vs. Wordpress website - which is better ?

      Hi I  have a Wordpress website  hosted at hostgator.   I use zoho CRM  for leads , customers, scheduling , etc.  I am considering moving my website to zoho sites.  What are advantages  and disadvantages to using zoho site compared to a wordpress website? On a scale of 1 to 10 ,  how good is zoho sites?    zoho sites with being found by potential customer searching the web for products , services? I sell and service business phone systems into local markets in California. My goal would be to increase

    • Bank Reconciliation Reports Do Not Have the Requisite Information Needed for a Proper Bank Rec Report

      Basic accounting practices for bank reconciliations dictate that bank reconciliation reports have the following components: Date or Period of Reconciliation: The report should clearly state the date for which the reconciliation is being performed, typically

    • How to record chargeback in zoho books?

      Hi all, Does anyone know how to record a chargeback transaction in zoho books? Thanks, Mo

    • Next Page