Why automate subscription management?

• Manually update subscription lists.
  
• Automate subscription updates using Journeys.
  

Sync CRM contacts with a targeted list

This enables you to target them later using Journey triggers like the following:

• “Added to list” trigger: Starts a journey when a contact is added to a list. 
  
• “Criteria match” trigger: Targets contacts based on their list memberships and other criteria.
  

Capture customer interests in Zoho CRM

Add topics in Zoho Marketing Automation

• Newsletters
  
• New product launches
  
• Exclusive member content
  
• Sale announcements
  

Create an automated subscription journey

1. Set up the trigger

• Create a new journey and add the “Added to list” trigger. Then select the list where your CRM contacts are synced. This ensures that only relevant contacts enter the Journey.
  
• Alternatively, you can use the “Criteria match” trigger and set list membership as a condition to filter contacts. For even more precision, refine the entry criteria further based on additional conditions or custom CRM fields.
  

2. Segment based on interests

• Add a multi-way split component and configure it by setting criteria: “Interests”.
  
• Create branches for each interest, like “Sale” or “New Product Launch.”
  
• Add “No Interests” for the “Else" branch.
  

3. Automate subscription updates

• Under each branch, add the “Subscription Management” action.
  
• Configure it to subscribe contacts to a relevant topic.
  
• For the “Sale” branch, select “Add Subscription to Marketing Topics” and select the topic “Sale Announcements”.
  
• Repeat for other branches.
  
• For the “No Interests” branch, select “Unsubscribe From All Topics” to avoid sending irrelevant emails.
  

Handling Multiple Topic Subscriptions

If a customer wants to subscribe to multiple topics instead of just one, use the “contains” modifier instead of “is” when setting up conditions. This ensures that contacts interested in more than one topic are correctly identified and subscribed to all relevant categories, allowing them to receive communication related to multiple topics without restrictions.

Automate subscription management with the “Added to Segment” trigger

• The segment is automatically updated whenever a contact meets the defined criteria.
  
• Any new contact entering the segment is immediately enrolled in the Journey, which triggers the relevant subscription updates without the need for manual intervention.