Hi,
I'm seeking a best practice to achieve the objective of being able to set up an email campaign to a specific group of leads from a specific trade show. I know I can ID lead source, but then what's the best way to break it down further so I can ID that trade show specifically?
EG. Tradeshow- then maybe ID as Trade Source Venue: London CSI Event - however, I can't see where I can create a truly custom field just for me. Seems there is only the pre-loaded stuff.
I'm new to Zoho, so if there is a better way to do this - like in Campaigns etc, please share.
My overall goal is to automate as much as possible the entire process. This is the process I want to create.
1. Import a lead list or scan cards in using zoho scanner.
2. Select leads and create a macro to email them a sequence of email or just one. (options on both please?)
3. Be able to view reports of who got the email, opened it etc.
4. For those who opened, have an identifier so I can load up another macro or a similar function.
Thanks in advance.