Import contacts from Zoho Meeting - New Version
By syncing your Zoho Campaigns account with Zoho Meeting, you can:
- Import the registrants and attendees of your webinars into Zoho Campaigns.
- Create a mailing list for the registrants and attendees of your webinars by importing them into Zoho Campaigns.
- Keep the registrants posted about the details of your webinars via email newsletters.
- Send promotional newsletters to your attendees about the topics discussed in the webinar.
We have recently updated to a new Zoho Meeting integration model in Zoho Campaigns. Please view the updated help document, if you've migrated to the latest integration model.
How to sync Zoho Meeting with Zoho Campaigns?
To sync your Zoho Meeting account with Zoho Campaigns:
- From the Navigation toolbar, choose Contacts and select Sync Services.
- Navigate to Zoho Meeting sync setup and click Associate New Account.
- Click the Setup icon in the Zoho Meeting section.
- Enable the toggle corresponding to Sync Status.
- Select the topics to be associated with the imported registrants and attendees. This step is applicable only if you have configured other topics in addition to the default topic (Marketing).
- Assign tags for your registrants and attendees, if needed and click Save.
- Webinars that you create in Zoho Meeting after your account is associated will automatically be imported into Zoho Campaigns.
- View your webinars in Zoho Campaigns in Zoho Meeting section under Sync Services.
Note:
- Only the webinars that you create after you activate the sync will be imported into Zoho Campaigns.
- Webinars created before activating the sync will not be imported.
- The webinars for which the ‘Recurring Webinar’ option is enabled in Zoho Meeting won’t be synced to Zoho Campaigns.
Create segments of your webinar registrants and attendees
You can create segments of your webinar registrants, attendees, contacts who did not register, and the registrants who did not attend the webinar. To do so:
- From the Navigation toolbar, choose Contacts and select Segments.
- Click the top-right Create icon and select Segment from the dropdown.
- In segment creation page, do the following:
- Name - Give a name to your segment. (This is for your reference to identify and relate to the criteria).
- Criteria - This would be the basis to segregate the leads within the mailing list. In this case, it would either be webinar registrants and webinar attendees
- Click Save.
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