I'm working with an early-stage company whose business is in the professional media space. We're working through the buildout of their Zoho CRM environment. The way we've got it set up is one module for Influencers, one module for Media Creators (MCs), and one related module that stores Media created by MCs (an MC can have multiple Media associated with their record).

The challenge I'm facing is wanting to be able to create filtered outreach lists of MCs based on a combination of fields between the MC and Media modules. For example, we want to pull a list of MCs who have created content with a particular rating and in a particular category (both fields on the Media record), and also where the MC is based out of (on the MC record). 

My solution initially was to load each MC's email into each of their related Media records so that we could at least reach out to MCs based off of criteria on their Media. Then I thought about using reporting to build these lists since I can build them off of both module tables, and then could export that list of emails and import it to a Zoho Campaigns list. 

I have to imagine though that there is a better way we could do this. Our use case feels similar to retail almost where a customer can have an order history and someone would want to segment their audience based off the customer's various orders.

Using reports and Zoho Campaigns is at least function for us but it adds one or two extra steps that I feel could be avoided. If anyone has any thoughts on how we could maybe restructure our database, or a tool other than Zoho Campaigns for our email marketing where we could treat each piece of Media as sort of a past order and be able to build lists off of that, I am all ears!