Syncing CRM to Campaigns - How do I preload Topic Association?
Now that Zoho has Topic Management, I'm trying to figure out the best workflow for moving CRM Leads into Campaigns. If I just leave the sync as is, then the CRM leads go into my Campaigns without any topics associated with them. Therefore, none of emails go to them. I don't want to have to go into Campaigns to manually assign topics, because it defeats the purpose of syncing.
Is there a field I can put in the CRM Lead that Campaigns can read and assign topics based on?
Use case - I want to be able to:
- Meet someone and ask them if I can add them to my email list
- Add them to my CRM
- Update a field in the CRM Lead record where I can enter the proper topics
- Have Campaigns Sync do the rest so that user starts getting the appropriate email immediately
Any ideas on how to do this or achieve the same ends another way?
Promote Campaigns on your LinkedIn Company page
Hello! We are happy to announce that Zoho Campaigns has further improved its integration with LinkedIn to provide more services. This time, we've come up with a new feature where you can promote your email and social campaigns on your LinkedIn company page. LinkedIn company page is a hub where followers are updated about the company, its products & services and of course new features & updates. It acts as a public portal for prospects, vendors and partners, etc. You can engage your followers
Marketer's Space: Template Editor - Dynamic Content
Dynamic content has become an inevitable part of email marketing. It's basically the process of displaying content to your leads that is relevant to them based upon them matching a particular criteria you have set previously. To put it in simpler terms, it is the right content for the right people at the right time. How to use the dynamic content While creating an email campaign, you go on to select a pre-designed or basic template to add content, and then click Advanced --> Dynamic to create
Sending Autoresponders to Existing Contacts
Hello! In recent times, many of our users wanted to send Autoresponders to existing contacts. Since, these contacts existed already; they will never be receiving that message scheduled in the Autoresponders. But, is there really a way to push these Autoresponder message(s) to such existing contacts? Well, Zoho Campaigns has again come up with a solution for such request laid by many of our users. We are happy to announce the new enhancement on Autoresponders through which you can send the Autoresponder
The much-awaited real-time sync between Zoho Campaigns and Zoho CRM is live.
Hello all, You don't have to wait for 24 hours to pull data from CRM to Campaigns anymore. Instantly bring subscriber data from contacts, leads, and custom modules and get going with your nurturing process right away. What has changed? We have two types of syncs now: Immediate and periodic. The UI: We have cut down on the number of steps for the sync from three to two. When to use which sync: Immediate Sync: When you want the data to get reflected in Campaigns as and when it is added in CRM.
Update to Imprint Information
Recently, we added the option to include Imprint Information in your emails, as mentioned in one of our forum posts. With this update, we have made the feature more effective and easier to use. Our latest modification allows you to not only pick the organizational information you wish to include in your emails, but also choose the set of regulations that best applies to you. If the "German Telemedia Act" option is picked, all fields become mandatory, whereas picking the "Other Laws" option allows
Zoho Pagesense Resources
Zoho SalesIQ Resources
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Desk Resources
Zoho Projects Resources
Zoho Sprints Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.