Zoho Marketing Automation and its key features

Zoho Marketing Automation and its key features

Zoho Marketing Automation is a multi-channel marketing automation software that help users to successfully manage marketing activities across different channels. It helps marketers to attract audience, engage with them and finally convert them into customers. Users can build tailor-made marketing solutions that best suit their industry requirements. Zoho Marketing Automation can be used by users from various industries, such as finance, retail, consumer electronics, information technology, healthcare, manufacturing, and so on.

Key features of Zoho Marketing Automation

  1. Lead generation: Generate leads using various channels and save them in a single console. You can run personalized campaigns via emails, SMS, WhatsApp and pop-ups, and deliver them to the right audience.
  2. Contact Management: You can upload contacts to your Zoho Marketing Automation account and categorize them into various groups depending on your business requirements.
  3. Engage and understand behaviour: You can engage with your target audience through multiple methods, including emails, SMS, social media channels and attractive pop-ups.
  4. Lead journey creation: You can create journeys to automate tasks and activities for your contacts and stay enagaged with them even while you are away. You can personalize customer journeys and nurture leads to boost revenue.
  5. Lead qualification: You can group your leads depending on what stage they are at. You can find out prospective audience, follow up with potential customers and convert them into actual customers. You can also interact and retain loyal customers.
  6. Marketing planner: You can use the planner to plan and execute marketing campaigns. You will be able to see the timeline view of active and scheduled campaigns and can assign tasks to your team members. You can also use this feature to set specific campaign goals, allocate budget and measure success.
  7. Website tracking: You can define goals for the website visitors and track the achieved and missed goals. This feature lets you segment visitors based on their behaviour so that you can send campaigns to the right audience. You can also keep a tab on the best performing pages on your website and display advanced trigger based pop-ups and signup forms for visitor engagement.
  8. Centralized dashboard: The dashboard can be divided into three sections – overall dashboard, email dashboard and SMS dashboard. It provides a comprehensive view of how your campaigns have performed using bar graphs, pie charts and funnel charts.
  9. Zoho CRM integration: Zoho Marketing Automation is a part of the Zoho ecosystem. The robust integration with Zoho CRM will help you in importing contacts and other data seamlessly between the two platforms. This integration will smoothen the collaboration between marketing and sales teams.

    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





                          Quick LinksWorkflow AutomationData Collection
                          Web FormsEnterpriseBegin Data Collection
                          Interactive FormsWorkplaceData Collection App
                          CRM FormsCustomer ServiceAccessible Forms
                          Digital FormsMarketingForms for Small Business
                          HTML FormsEducationForms for Enterprise
                          Contact FormsE-commerceForms for any business
                          Lead Generation FormsHealthcareForms for Startups
                          Wordpress FormsCustomer onboardingOrder Forms for Small Business
                          No Code FormsConstructionRSVP tool for holidays
                          Free FormsTravel
                          Prefill FormsNon-Profit

                          Intake FormsLegal
                          Mobile App
                          Form DesignerHR
                          Mobile Forms
                          Card FormsFoodOffline Forms
                          Assign FormsPhotography
                          Mobile Forms Features
                          Translate FormsReal EstateKiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for FormsAlternativesSecurity & Compliance
                          Holiday FormsGoogle Forms alternative GDPR
                          Form to PDFJotform alternativeHIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag & drop form builder
                          WCAG



                                            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


                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts


                                                    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

                                                                                                              • How is Zoho Marketing Automation different from Zoho Campaigns?

                                                                                                                Unlike Zoho Campaigns, that focuses on creating and sending out email campaigns, Zoho Marketing Automation is an omnichannel marketing platform that has extensive functionalities for promoting products. It covers all your marketing needs with top ...
                                                                                                              • Migrating to Zoho Marketing Automation

                                                                                                                Moving to a new email marketing platform is an exciting transition that promises better growth and conversions. However, the process of migration may be a daunting task for marketers as they will have to acclimatize to the UI, features, and ...
                                                                                                              • Manage Journeys

                                                                                                                You can edit, clone, and delete a journey in your builder. This article will help you learn how to manage your journeys in Zoho Marketing Automation. Edit Journeys You can edit all the components of a journey that is in draft. However, once you ...
                                                                                                              • My Zoho Marketing Automation account was inactive for the last four months. How long will my data remain with Zoho Marketing Automation?

                                                                                                                User data is backed up for six months. If you have downgraded your account or left it inactive for any period within six months, you can restore your data. Learn more about various user related aspects while using a Zoho Marketing Automation account
                                                                                                              • Zoho CRM Integration with Zoho Marketing Automation 2.0

                                                                                                                The integration between Zoho CRM and Zoho Marketing Automation (ZMA) brings together sales and marketing for a more streamlined experience. Marketers can leverage leads, contacts and custom modules from Zoho CRM to create targeted campaigns in ZMA, ...
                                                                                                                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