Marketer’s Space - Automate a Personalized Holiday Workflow with Zoho Campaigns

Marketer’s Space - Automate a Personalized Holiday Workflow with Zoho Campaigns

Hello marketers,
Welcome back to another post in Marketer’s Space! From Thanksgiving through Christmas, you have a flurry of opportunities to connect with your audience. In this post, we’ll see how you can plan an entire month-long automated workflow using Zoho Campaigns - by segmentation, personalization, and automation.

Segment Your Audience  

Before you send out your first festive message, you need to know who you’re talking to. Segmentation ensures that your campaigns resonate with every contact group.
Amelia, a B2B marketer for a cloud software brand, wants to build a four-week holiday workflow to engage existing clients and warm up potential leads. She starts by creating three key segments in Zoho Campaigns:
  1. Active customers who opened or clicked on the brand’s recent newsletters.
  2. Trial users who signed up but haven’t converted yet.
  3. Inactive users who haven’t interacted in the past 90 days.

Personalize Every Interaction 

Once the audience is segmented, the next step is to tailor each email. Personalized messages feel more authentic and are more likely to convert during the competitive holiday season.
Amelia creates three versions of her Thanksgiving email using Zoho Campaigns’ dynamic content blocks. She does this using the “Segment Name” criteria and targets the relevant segments.
  1. For active customers, she adds a heartfelt “Thank You for Being with Us” banner and includes a loyalty upgrade discount.
  2. For trial users, she highlights a “Holiday Offer - Get 30 Days Free on Upgrade.”
  3. For inactive users, she inserts a message reminding them of how the software simplifies their workflow, coupled with a festive reactivation coupon.

By using personalization tags and conditional content, Zoho Campaigns automatically displays the right message for each recipient - no separate campaigns needed.

Automate! 

Now that her Thanksgiving campaign is live, Amelia sets up an automated workflow in Zoho Campaigns to carry the engagement forward.
  1. She begins by selecting On Email Action as the trigger component and chooses her Thanksgiving email as the starting point. Since the Thanksgiving email contains three dynamic content links - each tailored to customers, trial users, and cold leads - the workflow can track engagement across all of them.
  2. Next, she adds a Wait for 6 days component to allow contacts enough time to open and interact with the email. After this delay, she includes an Email Activity (Process) component with two branches:
- Clicked On Any Link
- Not Clicked On Any Link
  1. For the “Not Clicked On Any Link” branch, Amelia immediately connects a Send Email (Action) component that delivers a follow-up campaign featuring a better holiday offer to re-engage inactive contacts.
  2. For the “Clicked On Any Link” branch, she adds a Time Delay component, since the next campaign should roll out closer to Christmas. After the delay, she connects another Send Email (Action) component featuring the Christmas campaign. These contacts have already shown interest, so there’s no need to send an intermediate nudge - they’ll directly receive the festive campaign at the right time.
  3. To complete the flow, Amelia also targets contacts who interacted with the better offer campaign. She adds another Email Activity component to this branch, selecting the “Clicked On Any Link” condition. For those who click on this email, she adds a Time Delay matching the Christmas campaign schedule and merges this path with the main Christmas campaign branch.

 
This way, all engaged contacts - whether they clicked links in the Thanksgiving or follow-up campaigns - automatically receive the Christmas email at the same time, without the need for manual segmentation. The workflow stays dynamic, responsive, and perfectly aligned with the festive timeline. By combining segmentation, personalization, and automation, Amelia transforms a busy season into a well-orchestrated marketing experience.

So get started today, build your holiday workflow, and let Zoho Campaigns do the heavy lifting while you enjoy the festivities. Happy campaigning!

Regards,
Pearlin Nitika
User Education
Zoho Campaigns Team

    Access your files securely from anywhere









                          Zoho Developer Community




                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts





                                                          Manage your brands on social media



                                                                Zoho TeamInbox Resources



                                                                    Zoho CRM Plus Resources

                                                                      Zoho Books Resources


                                                                        Zoho Subscriptions Resources

                                                                          Zoho Projects Resources


                                                                            Zoho Sprints Resources


                                                                              Qntrl Resources


                                                                                Zoho Creator Resources



                                                                                    Zoho CRM Resources

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources

                                                                                            Zoho Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ






                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • Request to change display name in Zoho mail

                                                                                                            Hello Zoho Mail Support, I am experiencing an issue with changing the display name on my Zoho Mail account. My email address is: info@witchcraftproduction.rs . I have already updated the display name in Settings > Mail Accounts, where it now shows as
                                                                                                          • Outbound IP address SPAM problem.

                                                                                                            Hello Zoho Support, We noticed that one of your outbound IP addresses (136.143.188.12), which delivers our domain’s mail, is currently listed on the UCEProtect blacklist. Because of this, our messages are sometimes flagged as spam by recipient servers.
                                                                                                          • Answer Bot and Personalized Questions

                                                                                                            Hi there, I have the same problem using the SalesIQ Answer Bot and the Zoho Desk Answer Bot (which really need different names, to be honest, in order to avoid confusion...) Customers that visit our website ask questions in the form of "What do you do?"
                                                                                                          • Forwarding

                                                                                                            How can I forward my Zoho account to my gmail account? Noël
                                                                                                          • Add a Way to Duplicate Cards in the Same Canvas (Retain All Settings)

                                                                                                            Dear Zoho SalesIQ Team, We would like to request a new feature in Zoho SalesIQ: the ability to duplicate an existing card within the same canvas while retaining all of its information and settings, including conditions, configurations, and display preferences.
                                                                                                          • Zoho Mail CC and BCC not working

                                                                                                            Zoho Mail CC and BCC not working. I have tried multiple combinations amongst my domain aliases but emails sent as CC or BCC never arrive, not even to Spam. I have checked that the DNS is set up correctly in Cloudflare and have even received a DMARC report
                                                                                                          • Zoho Autoplay Issue

                                                                                                            Currently, we run our graphics on a playlist with youtube videos interspersed in our office -- however, when we go to update the playlist (since last Thursday at around 8-9am EST) it no longer saves the autoplay function.  We have tried making a new account, manually saving with cntrl+s, making a new show, etc but nothing seems to work.  Even with our old program, we can't change it off of autoplay for ones that were created in the past. Another issue is that if we change a slide transition to anything
                                                                                                          • Critical Issue: Tickets Opened for Zoho Support via the Zoho Help Portal Were Not Processed

                                                                                                            Hi everyone, We want to bring to your attention a serious issue we’ve experienced with the Zoho support Help Portal. For more than a week, tickets submitted directly via the Help Portal were not being handled at all. At the same time no alert was posted
                                                                                                          • Adding hyperlinks in CRM emails time automatically

                                                                                                            It may just be me, but when I am writing an email to a lead, I find inserting a hyperlink very time consuming. Granted, I can use templates but there are a ton of scenarios where I might want to put a link in to an website that wouldnt require me to go though the effort of creating a template.  Ideally, the crm would identify that I that a string of text is a URL and insert the hyperlink automatically, just like microsoft outlook or gmail. Has anyone else had this same experience and found a way
                                                                                                          • Enhance "Applications Usage" with Date Filters, Historical Analytics & App-Level Breakdown

                                                                                                            Hello Zoho Creator Team, We are writing to request a critical enhancement to the Applications Usage section to improve our ability to monitor, analyze, and manage our platform consumption over time. While the current view of today’s usage is helpful for
                                                                                                          • External File Share - Allow delete

                                                                                                            Hi Team, when I share an external link and give it edit rights the external user can add but not delete files and folders. what am i doing wrong?
                                                                                                          • How to notify all members on any updates to zoho crm?

                                                                                                            Hi, I am using the free version of zoho CRM and currently seeing this will work for our company. We are a small company and wanted to be more informed about all the changes in zoho. 1. How do I s et notifications that go to the team for any and all changes
                                                                                                          • How to change the format for phone numbers?

                                                                                                            Mobile phone numbers are currently formatted (###) ###-####.  How can I change this to a more appropriate forms for Australia being either #### ### ### or (#)### ### ###?
                                                                                                          • Unattended Access on Android without Play Store

                                                                                                            I'm testing Zoho Assist for remote config and maintenance of our IoT devices. The devices are running Android 8.1 and do NOT have Google Play Store installed, nor can it be installed. I've been able to install Zoho Assist on the devices and load the enrollment
                                                                                                          • Open Sans Font in Zoho Books is not Open Sans.

                                                                                                            Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The real
                                                                                                          • Is it possible to embed Zoho Bookmarks in the Cliq sidebar?

                                                                                                            Is there any way that each Zoho user can access their bookmarks (that live in https://bookmarks.zoho.eu/ which is technically a part of Zoho Mail) directly within Cliq? As a widget, or an item in the sidebar? My team does not use Mail, it uses Cliq all
                                                                                                          • Show Attachments in the customer portal

                                                                                                            Hi, is it possible to show the Attachments list in the portal for the particular module? Bests.
                                                                                                          • Kaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script

                                                                                                            Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.
                                                                                                          • Navigate with Ease: Announcing Improvements to Your Zoho CRM for Everyone's Setup Experience

                                                                                                            Hello Everyone, We’re thrilled to announce new enhancements to the Setup Menu in our Zoho CRM for Everyone system, designed to simplify your workday and streamline your overall experience. What's New? Addition of a Setup Homepage Faster Search in Setup
                                                                                                          • Zoho Projects Webhook fails with HTTP Error 0

                                                                                                            Hello Zoho Community, I am pulling my hair out over this one. I have setup a very basic http(s) server that always responds "ok" and code 200 to incoming GET requests. It will accept any parameters, and any path. Really, all it does is say "ok," and log
                                                                                                          • ZOHO Campaignで表のカラムの幅を調整したい。

                                                                                                            表を作成した際、個々のカラムの幅を調整したいのですが、方法が分かりません。 どなたかご存じの方ご教示ください。
                                                                                                          • Auto-upload Creator Files to WorkDrive

                                                                                                            Hi everyone, I’m working on a workflow that uploads files from Zoho Creator to specific subfolders in Zoho WorkDrive, as illustrated in the attached diagram. My Creator application form has two multi-file upload fields, and I want—on successful form submission—to
                                                                                                          • Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

                                                                                                            Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful
                                                                                                          • Kaizen #129 : Client Script Support for Blueprints

                                                                                                            Hello everyone! Welcome to another week of Kaizen. Today, let us discuss about how you can use Client Script during a Blueprint transtion to meet your requirements. This Kaizen post will provide solution for the post - Need non-mandatory fields in blueprint
                                                                                                          • Search Bar Improvement for Zoho Commerce

                                                                                                            Hey everyone, I've been using Zoho Commerce for a bit now, and I think the search bar could really use an upgrade. Right now, it doesn't show products in a dropdown as you type, which would make finding items a lot faster. On Shopify, for example, you
                                                                                                          • Making digital signatures accessible to all: Introducing accessibility controls in Zoho Sign

                                                                                                            Hi there! At Zoho Sign, we are committed to building an inclusive digital experience for all our users. As part of our ongoing efforts to align with Web Content Accessibility Guidelines (WCAG), we’re updating the application with support that will go
                                                                                                          • Account Owner Field From Accounts Module to be Displayed in Contacts module

                                                                                                            I have a field in the Accounts Module in the CRM called "Account Owner" i want that field to be also mapped into the Contacts Module custom single line field called "Account Manager".
                                                                                                          • Update a field in the ZOHO Form, basis numeric value in another field in the same form

                                                                                                            I am trying to create a questionnaire in ZOHO, where clients need to answer 10 questions, and basis response, values are assigned. I have created a total score field where the sum of the values is stored. But i am unable to create a rule whereby another
                                                                                                          • How to update "Lead Status" to more than 100 records

                                                                                                            Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan
                                                                                                          • Meet up de Zoho en Bilbao

                                                                                                            Buenos días comunidad! Estamos estudiando hacer un Meet up en Bilbao desde zoho y varios Partners. Para que la experiencia sea excelente, queremos saber cuantas pesonas se vendrían a Bilbao al evento. Y para que sea lo mas útil posible, que temas dentro
                                                                                                          • Picklist reference value in REST

                                                                                                            picklist options can be configured to have a different reference value than the displayed one, should be helpful in things like multilanguage: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/translations/articles/translations is there a way
                                                                                                          • In Zoho inventory Converting sales return to cerdit note from using Api from Creator Error details: {"code":-1,"message":"Invalid Sales Return ID."}

                                                                                                            In Zoho inventory Converting sales return to cerdit note from using Api from Creator Error details: {"code":-1,"message":"Invalid Sales Return ID."} this is button Function used in the Creator map Inventory.Create_Credit_note(int CRE_ID) { return_value
                                                                                                          • Marketing Tip #2: Recover lost sales with abandoned cart emails

                                                                                                            Did you know most online shoppers don’t complete checkout? Automated cart recovery emails are an easy way to bring them back. A simple reminder can recover sales you’d otherwise lose. Try this today: Enable abandoned cart emails in Zoho Commerce and set
                                                                                                          • Billing Management: #9 Usage Billing in IoTs

                                                                                                            We live in a world where connectivity has become a lifestyle rather than a luxury. From smart thermostats that adjust your home's temperature to GPS trackers monitoring end-to-end fleets and sensors that optimize energy grids, the Internet of Things has
                                                                                                          • {"code":1038,"message":"JSON is not well formed"}

                                                                                                            Today this began failing: sales_order_data = zoho.books.createRecord("salesorders",books_organization_ID,order_data); with this error message. {"code":1038,"message":"JSON is not well formed"} This code has been running for two years. Here is the input
                                                                                                          • How can I migrate Shared Mailbox from Zoho Mail to Team Inbox?

                                                                                                            I am unable to migrate mails from my shared mailbox in Zoho Mail to Team Inbox. I am the super admin of my Zoho One plan and yet I am getting an error saying only admins can do this? I don't understand the issue.
                                                                                                          • Remember all the ways we've posted?

                                                                                                            The world celebrates World Postal Day in 2025 with the theme “#PostForPeople: Local Service. Global Reach". The story of the “post” is a story of human connection itself, evolving from simple handwritten notes carried over long distances to instant digital
                                                                                                          • Add Support for Authenticator App MFA in Zoho Desk Help Center

                                                                                                            Hello Zoho Desk Team, We hope you are doing well. We would like to request an enhancement related to security for the Zoho Desk Help Center (customer portal). Currently, the Help Center supports MFA for portal users via SAML, JWT, SMS authentication,
                                                                                                          • Can no longer upload my own Notebook cover

                                                                                                            I've had Notebook for over a year and have been able to create my own notebook covers, but when I tried to upload my own cover for a new notebook today, the upload feature has suddenly been starred, requiring me to upgrade my account. When did this
                                                                                                          • Zoho Desk - Cannot Invite or Register New User

                                                                                                            Hi who may concern, we encountered a problem that we cannot invite user or the visitor cannot register for a user at all through our help center portal, with the snapshot shown as below and the attachement. It always pops up that "Sorry, Unable to process
                                                                                                          • Next Page