FAQ

1. Can we change the target value of the goal after it has been created?
   

Yes. Goals can always be customized at any point in time from the Planner Goal section. It is recommended to plan to achieve a realistic goal and prevent any alterations during the process.

2. Can we track our landing page URL without linking it to MA?
   

No, tracking the URL requires the website to be linked to Marketing Automation, so that it can be tracked efficiently by analyzing all the website data.

3. Can I postpone the goals in my planner and change the target date?
   

You can change the dates of the activities under a plan and push them to a further date, but we suggest pausing the entire plan until you are ready to work on it again. You can resume it anytime by clicking Activate again.

4. Can I make more than one planner at once?
   

Yes, you can make more than one plan at once and keep track of them simultaneously in the Marketing planner dashboard. Marketing Planner allows you to create and track multiple plans and goals at the same time.

5. Can Marketing Planner and Zoho CRM work together?
   

Yes, but the data is imported to Marketing Automation itself, which is part of the Zoho ecosystem, whereas importing contacts and other deals from CRM will be directly reflected in the Marketing Planner. This feature helps in better collaboration between the marketing and sales team.

6. How are Website goals different from the Planner goals?
   

A website goal could be as simple as planning to track the activity on your website and achieving a target number of clicks, views, visits, and time spent on the page. Planner goals, on the other hand, is all encompassing and can include activities like emails, SMS, posters, or any custom goal of your choice in order to achieve the ultimate aim, which can be acquiring new subscribers or leads, increasing sales, a product launch, or any development that you want to make for your products and services.

7. What type of activities can you create under a planner?
   

Activities are something that you do/complete to achieve your goals. You can create Digital as well as Offline Activities to help achieve a goal. it could be an email, SMS, or billboards, events, etc. Learn more about all the different activities here.

8. When is it possible for a deal to be linked with the Planner and what are the requirements it must meet?
   

When the Deals are in the closed won stage, and any deal that has been created after the leads are engaged, it qualifies to be linked with the Planner.

9. How do I calculate the Cost per Acquisition, or what is the formula for CPA?
   

Average amount spent to acquire a new contact is called CPA. Cost-per-lead is calculated by dividing the total expense of the plan by the number of leads generated through the plan.

Let's say the total expense for a plan is $1000, and the number of leads generated through it is 20.

So, the CPA would be:

1000 ÷ 20 = $50

$50 is the cost incurred to acquire one lead in this planner.

10. How is ROI (Return on Investment) calculated?
    

Return on Investment (ROI) shows the total returns received from the money spent on a plan or basically the investment. ROI is shown in percentage format; the total percentage of returns from the investment.

Simply subtract the expense from the revenue, and the difference obtained is divided by the total expense and multiplied by 100 to attain the percentage, which would be the percentage of returns earned.

If the expense was $600 and the revenue was $900, the difference would be

900 - 600 = 300.

This is divided by the expense and multiplied by 100:

300(100) ÷ 600 = 50

50% is the ROI earned.

Alternatively, if the expense was the same $600, but the returns were only $500,

the difference is 500 - 600 = -100, which is a loss.

This is now divided by the expense and multiplied by 100:

-100(100) ÷ 600 = -16.6%

16.6% would be the ROI loss incurred.