Your email marketing automation with Campaigns just got better!

Campaigns in Zoho CRM Plus has a brand-new approach to automating your email marketing routines. We bring to you an easy "Drag-and-drop" interface to create email workflows. This allows you to add flexibility to your email marketing automation by providing you with multiple trigger, process and action options for use in your workflows–all through a simple drag-and-drop workflow builder.

In addition to the new drag-and-drop interface, Campaigns now also has a range of pre-made email automation templates for eCommerce, user onboarding, lead nurturing, re-engagement and customer retention.

Why use drag-and-drop workflows?

The conditional workflows currently in place can help you automate certain actions, like email notifications, and task and field updates once specified conditions have been met.

Workflow triggers

The new drag-and-drop interface opens up many more trigger options for you to use in your email workflows. Notably, your leads and contacts no longer need to be part of an already configured email list to initiate an email workflow. With the new update, you can now initiate an email workflow not just when a contact is added to a mailing list but also say when someone fills in and submits a form or when a customer opens your email or when you update a field in your customers' record.

Workflow actions

The drag-and-drop interface also comes with multiple actions that your email workflow can now perform. You can now not just send a particular email when a trigger is met but also choose from our list:

Form submissions: Customers signing up for your business via websites and promotion emails

Email actions: When customers open/respond to your business emails

Field updates: When you update any field on the customers' record page

You can also select the series of actions that follow a trigger. This could be sending a follow-up email for customers who made a purchase, perform beta tests on customer emails, update certain fields in CRM, create tasks, and push leads to CRM.

Choose how you want to end your workflows

You can also choose how you want to end your workflows, with actions like

1. Push to CRM which would push the lead to your CRM when the marketing team is done with pursuing them,

2. Add to/remove from list when you want a lead to be moved to a segmented list

3. Update fields to update specific fields in your CRM records by the end of a workflow. For example, changing your lead status to "Contacted" when you have finished pursuing a lead.

What the new update means for your sales teams

If a customer opens an email, you can trigger a workflow to push that customer as a lead into your CRM for your sales team to follow up. After being nurtured by a marketing email series, your sales teams have a great opportunity to directly reach out to these prime leads to close deals and even turn them into returning customers.

Pre-defined workflow templates:

Our addition of pre-defined templates has made work easier for marketers by letting them pick from a selection of pre-created email workflow templates. You can pick templates from a variety of useful categories: welcome and onboarding, lead nurture series, re-engagement, customer retention, and ecommerce. Marketers can now easily build their marketing strategy, which not only reduces the time and effort spent on manually creating their workflows, but also allowing you to focus more on your customers with well-timed and personalized targeted emails.

Ecommerce workflow template

Ecommerce is one of our many all-new email workflow template options, equipped with workflows designed for ecommerce-related email marketing campaigns.

With the Ecommerce template, you can now connect your online store (using Zoho Commerce or Shopify) with Campaigns and maximize workflows for complex or simple ecommerce-related email marketing.

Here are some of the ecommerce workflow templates you can implement for your online store:

Simple abandonment: A email series of reminder messages to your customers/contacts to help them complete their purchase on your website.

Advanced abandonment: An email series of activity-based reminder messages to your customers to help them complete their purchase on your website.

Purchase follow-up: Personalized follow-up emails to your customers a few days after their purchase.

Here's how the new update can help improve your marketing and sales operations:

Let's say that Zylker, an online store, is planning a holiday email marketing campaign series. They want to target different customers with different emails based on the products they've purchased in order to maximize their year-end holiday sale.

a) Zylker discovers that visitors on their online store are frequently adding items to their shopping carts, but leaving before checking out.

A customer leaving your website with an abandoned cart tells you that you're close to winning that deal. Abandoned carts are a perfect use-case to bring in the ecommerce workflow template to help Zylker turn them into profitable sales.

Zylker's marketing teams decide to trigger an simple abandonment email series workflow that offers perks like free delivery and discount codes to customers who haven't completed checkout.

b) The marketing team of Zylker now wants to target customers who have purchased Halloween products and initiate a follow-up email workflow. Customers making a purchase in a specific product category (Halloween products in this case), could trigger a workflow to send a targeted follow-up email.

With the new drag-and-drop workflows, the Zylker marketing teams can also set up a trigger for a reminder email series to send to contacts who haven't opened the first email.

c) In addition, Zylker's marketing teams can also set up a re-engagement series workflow for rekindling the interest of unresponsive contacts.

Besides the pre-made email workflow templates, you can also create custom email workflow templates catering to your business needs.

Here's a checklist to create custom email workflow templates in Campaigns

1. Define a trigger to pull your contacts into the flow

2. Merge different process components and define a series of actions

3. Conclude the path using end-of-workflow elements

Refer to our online guide to know more about workflow automation.

Other updates:

A new set of emojis: Accessorize your email subject lines with fun and attention-grabbing emojis to capture your reader's interest.

Hope you found this post useful. We will be happy to hear from you. Please do try our new email workflows and let us know what you think in the comments section below.

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