How do I automate marking contacts as marketing?
We've moved to the updated Zoho Campaigns sync from Zoho CRM that imports all your contacts.
Some
of our contacts are not customers, they're things like vendors, staff,
and test accounts. This, I assume, is the purpose of the "non-marketing"
option for a contact in Zoho Campaigns: Contacts that we want to keep
in the CRM but do not want included in campaign emails, and therefore
that don't count toward our contact count in Zoho Campaigns.
So
from what I gather, we should set the contacts sync as "non-marketing"
-- since you can only set the sync all one or the other -- and then mark
our contacts that are marketing as such. (Or, I suppose, we could do
the reverse.)
My question is: How do I automate the marking of contacts as marketing or non-marketing?
In
Zoho Campaigns, I looked at Automation > Workflows and couldn't find
anywhere to update a contact's status as a result of conditions. Did I
miss it?
If it's not done through
workflows, how else can I automate this? We have plenty of fields we
could use to key off of, but I don't see where this is configured --
surely we don't have to mark each new contact manually as marketing or
non-marketing?
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