Announcing an important update to the Zoho CRM-Zoho Campaigns integration
At Zoho Campaigns, 2021 has all been about improving the product's usability. From renewing the way you manage your contacts with topics, lists, and segments to updating the workflow automation feature, the goal has always been to keep Campaigns as simple and effective as possible.
With this in mind, we're releasing a simplified version of the CRM-Campaigns sync.
Before we discuss the changes in detail, please note that you'll only be required to move to the new version by September 30, 2022. Until then, we'll continue to support all your syncs in the existing version.
How it works now
Currently, there are two types of syncs to import your data from CRM -
- Immediate: Configurable only for the leads, contacts, and custom modules
- Periodic: Configurable for the leads, contacts, accounts, deals, and custom modules (on a daily, weekly, or monthly basis)
Here are some challenges with the current system:
- The accounts and deals modules can only be synced daily, weekly, or monthly as part of the periodic sync option
- Any field updates in CRM are not reflected in Campaigns until the periodic sync has occurred
- There's a preset monthly limit to the total number of syncs you can create and manage for both your organization and individual modules.
What changes with the update?
In the new version, you just have to configure one sync for your leads, contacts, and custom modules—they're all instantaneous. More importantly, there's no longer any need to run separate syncs for your related accounts and deals modules because they are also synced instantly with this one configuration.
Sync configurationThis one-time configuration also means that every record associated with the modules will be instantly synced by default. You're free to mark them as 'marketing' and 'non-marketing' inside Zoho Campaigns so you are only paying for your marketing contacts.
This update also paves the way for simple opt-out management in two ways:
- Choose not to import those who opted out from sales emails in Zoho CRM
- Define how Campaigns should update the CRM records when someone unsubscribes from marketing emails
Email opt-out configurationNote: With this, we're also removing the option for custom view and criteria-based syncs. This is because when a record exits from a custom or criteria-based view in CRM, it's not updated in Campaigns.
Final words
We hope this update helps you seamlessly run your email marketing. As mentioned earlier, you can move to this new version at any time before September 30, 2022. Go to the Contacts module, click Sync Services, hit the migrate button, and you're set.
Thank you!
Regards,
Team Zoho Campaigns
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Sticky Posts
Tip of the week 03 - Sending emails in batches
Today's marketers not only want their email marketing to be efficient, but also smart. For an email campaign, you may think you have all the essential elements for lead conversion—a big mailing list, an attractive template design, and the most-engaging message content, but after hitting the ‘send’ button, you may not get the expected conversions. Wondering why? Here’s one of the major reasons. Many marketers miss out on sending the email campaign the right way. Did you know that you should not beTip of the week 04 - Know about your recipients' 'prime open time.'
In today's market, the importance of customer behavior is astounding, with a vast amount of research and resources going into finding how customers make decisions. The process of persuading your customers to open your email and click on your call-to-action becomes easy when you understand the psychology behind their behavioral traits. Time to turn into a psychologist! Let's get to the basics—you want your emails to resonate well with your recipients. So, what's the primary thing involved here? It'sZoho Campaigns Expert Diaries on SoundCloud, Spotify, Apple Podcasts, and YouTube
Hi email champs, As email marketers, we find great lessons in each other's works—be it the subject lines that worked good, the design that was received well, or the CTA that had the maximum clicks. Email marketing encompasses a wide variety of topics spanning everything from creation and design to development and deliverability. Here's when we from the Zoho Campaigns team found the need to build an email marketing community comprising of seasoned marketers and email geeks who can help each otherEmail Deliverability Tip #3: Seal the deal with the preheader
In the last post, we learned about the subject line. Today we'll be learning about the preheader. A preheader is the short text that follows the subject line in an email. The preheader is designed to hint at what your email message is all about. A good preheader should act as a second subject line and convince your contacts to open the email. Now, let's learn the best way to craft a preheader. Your subject line and preheader should work together and accurately convey the gist of your email. KeepTip of the week 15 - Add subscription-preferences option. Drive more engagement.
If crafting content for emails, getting creatives done, and running email campaigns is your love, then unsubscribes are the heartbreakers. You can save your emails from being unsubscribed/trashed by adding a proper subscription-preferences option in your emails (works best at the time of signup). Giving subscribers the option to choose what they want to receive from you and decide how often (frequency of the emails) your emails should hit their inboxes will increase the reach of your campaigns manifolds.
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