Email Sentiment Analysis | Zia - Zoho CRM

Email Sentiment Analysis

Sales team receive hundreds of emails every day but the ones that have a negative tone usually require an immediate attention over the others. But to identify the emails that need to be prioritized or require immediate attention, a rep has to leaf through the email content because the subject of the email may not always give sufficient details about the purpose of the email.  

Zia's sentiment analysis categorizes the incoming emails as Positive, Negative, or Neutral with the help of AI.
  1. Positive Email Sentiment: The emails that have a happy tone are categorized as positive. It is denoted by .
  2. Negative Email Sentiment: If the tone of the email shows unhappiness it is categorized as negative. This is denoted by .
  3. Neutral: All the emails that has the characteristics of both positive and negative sentiment will be categorized as neutral.  
Note
  1. Organizations subscribed to the Enterprise and above editions with more than 20 users can view the email sentiments
  2. Sentiment analysis is only available in the US, EU, AU, and IN DCs.
  3. Zia in Emails can only be enabled by the administrator. 
  4. Email Sentiment is available for all the users who have configured IMAP integration. 

Enable Email Sentiment

In order to view the email sentiments, make sure that you have enabled Zia in Emails and toggled the Email Sentiment option. 

To enable Email Sentiment 
  1. Go to Setup > Zia > Communication > Email Intelligence.
  2. Toggle on Email Intelligence.
  3. Toggle on Email Sentiment.


View sentiment of an incoming email

All the users in CRM with can view the Email Sentiment in SalesInbox and the related list in record details page of the Zoho CRM account.
  1. In SalesInbox, you can view the email sentiment for the incoming emails in the inbox.

  1. Inside Zoho CRM, you can view the email sentiment for a record under the Emails related list. 

    You can also view the sentiment while previewing the email from the Emails related list. 

Filter Records Using Email Sentiment

Zoho CRM gives you an option to filter the records based on the sentiment of an Email. The following are the two examples to explain the same.

Negative Email Sentiment 

You can use the email sentiment filter to retrieve the list of deals that are closing this week and have shown a negative sentiment in their emails and take immediate action by scheduling a follow up task or call. You can also filter the records using the last email’s sentiment, number of emails or the percentage of emails with negative sentiment.

Positive Email Sentiment

You can use the Email Sentiment smart filter to get the list of contacts who have responded positively in the past few weeks and either convert them to deal or follow up for a further discussion.

To filter the records based on sentiment
  1. Select a Module.
  2. Under Filter [Records] By, select the Email Sentiment checkbox.
  3. Select Positive or Negative from the drop-down list.
  4. Choose the Time Period from the drop-down list.
  5. To filter using CountPercentage or For the Last Email, click the respective checkbox.


View the Sentiment in SalesSignal and MailMagnet

You will be able to view the email sentiment under SalesSignal and MailMagnet email notifications. You can take instant action on the emails from right within your Zoho CRM account.

Consecutive Negative Sentiments

Admins can turn on alerts for consecutive negative email sentiments. Zia notifications for consecutive negative email sentiments will give users a heads up every time a customer sends consecutive negative emails. With this alert users can then keep an eye on customers who are not satisfied with the organization's services, take insights from previous conversations and act accordingly which might help retain a customer who otherwise could have been lost.

 

They can toggle with the option as and when required and change the number of consecutive emails with negative sentiments that will trigger the notifications, say after 3 consecutive negative emails.

Where will I be alerted in Zoho CRM?
The alerts for consecutive negative sentiments will be displayed in the
  • Zia notification panel.
  • Record detail page.
  • Sales inbox page.
  • While opening an email.



Notes

  • CNS alert will be based on the last 3 months email records only.

  • In Zia notification filter, the consecutive negative sentiment is mentioned as "CNS"

 

To turn on Consecutive Negative Sentiment alerts

 

1. Go to Setup > Zia > Communication > Email Intelligence.

2. Under Email sentiment, tick the checkbox for Consecutive Negative Sentiment.

3. Choose a value from the dropdown menu for Get info if consecutive count is more than.


Users can also toggle Zia notifications for Consecutive Negative Sentiments if the admin has enabled it for the organization.

 

To enable Consecutive Negative Sentiment alerts

1. Go to Setup > Zia > Notifications > Zia for Emails.

2. Toggle on Consecutive Negative Sentiment.




    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Zia Email Emotion Analysis

                                                                                                                Email prioritization is one of the best practices followed by businesses to enhance productivity. Each team in an organization will have different goals, based on which their email prioritization practice will also vary. For example, territory ...
                                                                                                              • Zia Email Intent

                                                                                                                Email is a major mode of communication for any business organization; in fact, most business communications, transactions, and customer requests or feedback are transmitted via email. Hence, monitoring emails and quickly understanding customers' ...
                                                                                                              • Microsoft Sentiment Analysis for Zoho CRM

                                                                                                                The Microsoft Sentiment Analysis extension for Zoho CRM analyzes and scores the sentiments of each customer's comments, helping salespeople know whether the client is happy or sad throughout the engagement. This feature evaluates text and returns ...
                                                                                                              • Capabilities of Zia in Zoho CRM— A perspective

                                                                                                                Zoho CRM harnesses the transformative power of Artificial Intelligence (AI) to revolutionise decision-making across all critical areas of your business, from initial customer interactions to their entire journey. With Zia, AI-powered assistant, Zoho ...
                                                                                                              • Trend Analysis

                                                                                                                Assume you haven't been checking the progress of deal closure for a while and suddenly notice a drop in the revenue due to less number of closures. Now, unless you monitor the status manually, there are chances that you will miss important details ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources