How to build journey to engage my leads

How to build a journey to nurture my leads?

Once you create your Zoho Marketing Automation account, we’ll take you to our welcome page, where you can start with building journeys to nurture your leads.

On the Welcome page, click the Build a journey button. The Create journey page will appear.     

    

You can select any of the following options:

Pre-designed templates – These types of journeys have the trigger type already defined. There are eight pre-designed journey templates. You can select one of the templates based on your requirement --- On form submission, Date-field, To definite group, Re-engagement series, Smart series, On list entry, Survey, Event-based. 

Blank – You can define a trigger type, configure the process elements, and the end-of-journey actions the way you want.

Once you select one of the options, you can initiate a series of messages and actions for them. Create an action flow and have them be completely automated. Every journey has three major sections.

Trigger 

Under this section, you'll define the condition for your leads to enter the journey. 
Consider the following examples: 

Update field trigger - A journey with this trigger initiates whenever there is an update in the field you select.

Form submission trigger - A journey with this trigger initiates whenever there is a sign up via the form you select.

Process

Under this section, you'll define a series of actions to be performed on your leads. You can create an email series, define actions, split the path based on conditions, and much more.

End-of-journey actions

Under this section, you'll define a series of actions that will be performed when the lead completes/exits the process.

Once you are finished, activate the journey. Journeys will show you up-to-date reports, which you can use to analyze how well your strategy is performing with your leads.


    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 Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          CRM Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real Estate Kiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives Security & Compliance
                          Holiday Forms Google Forms alternative  GDPR
                          Form to PDF Jotform alternative HIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag and 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

                                                  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

                                                                                                              • Pre-designed journey templates

                                                                                                                Types of pre-designed journeys There are eight types of pre-designed journeys, each having a specific application. On form submission This journey initiates whenever there is a sign up via the signup form associated with it. You can schedule a series ...
                                                                                                              • Understanding journeys

                                                                                                                Build highly sophisticated journeys for leads, automate repetitive tasks, and engage based on lead behavior. Set up a journey in accordance with your marketing strategy and the rest is taken care of. In this guide we'll walk you through various types ...
                                                                                                              • Journey reports

                                                                                                                Once you've activated your journey you will be able to view the reports. There are three types of reports: Version-based report Detailed report Action-based report Version-based report To view version-based report: From the Navigation toolbar, select ...
                                                                                                              • Blank journey template

                                                                                                                Define a trigger type, configure the process elements, and the end-of-journey actions the way you want. Create a blank journey From the Navigation toolbar, select Journeys and choose All journeys . Click Create journey in the top-right corner. Select ...
                                                                                                              • Managing journeys

                                                                                                                How do I edit a journey? To edit a journey in draft: From the Navigation toolbar, select Journeys and choose All journeys . Select the intended journey from the list view. Click the Edit button in the top-right corner of the journey detail view page. ...
                                                                                                                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