If I delete a lead from CRM Lead, or convert them from Lead to Account / Contact, will they be removed from Campaigns that are set up to sync with CRM Leads?
I have a mailing list on Campaigns, that is synced to the CRM Leads tab. Now all I have been doing is to import leads from CRM to Campaigns. If I delete the Lead from CRM Leads, will they get removed from Campaigns as well? Similarly, if I convert a lead to Account / Contact, they will no longer be under the Leads tab anymore. Will they be removed from Campaigns?
If not, how can I set up a way to let Zoho CRM and Campaigns to communicate when a lead is removed from CRM Leads, they should be removed from Campaigns as well?
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 be
Tip of the week 21 - Let subscribers know about your company's terms.
Building a target audience might be right up your alley, but before that, have you taken some time to check if your subscribers are well-informed about your organization? While people subscribe to your newsletters, offers, or any deliverables, it's important for them to know what they're complying to, when they choose your brand. Telling your subscribers about how their data would be processed is an effective way of building a trustable relationship with them. By maintaining a transparent engagement
Instant Sync - Fetching Accounts Module Fields has been removed at the moment.
Hello all, Good day! This is an update regarding removal of a feature from CRM integration. Recently we identified that the option 'Fetch Accounts Fields' in the Instant sync was not working as expected so we're forced to remove it for any new syncs.
Tip 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's
Email Deliverability Tip #15: Run a holiday campaign
In the previous post, we learned techniques to craft a win-back campaign. Today we'll be focusing on best practices to run a holiday campaign. The holiday season is the most important season for a marketer. To get the best out of it, you must proactively plan your holiday campaigns and time them to perfection. Let's learn about the best practices to run a successful holiday campaign. Clean your mailing lists, authenticate your sender domain, and warm it up to achieve better email delivery. Send
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