What's Zia in Zoho Marketing Plus? 

The need for AI in suggesting marketing activities 

Understanding Zia in Marketing Plus 

1. What's your campaign objective?
   
2. Specify campaign duration
   
3. What Marketing Campaign will you use?
   
4. Who's your target audience?
   
5. How would you describe your campaign?
   
   

Zia can refine and rephrase the suggested marketing activities until you are satisfied with the results. The editing playground lets you change the criteria specified to fine tune the suggestions to your expectations.

Working with variations 

For the criteria specified, Zia suggests three variations of marketing activities. You also get a description of how each variation was formed along with the purpose; all designed based on your criteria. This also gives you the space to edit a variation as required by adding new activities on top of the existing ones suggested by Zia. The drag and drop builder makes creation of activities extremely simplified, where you can specify the activity type, name, owner, and the expected launch date on the timeline. You can also choose to remove any activity as per your preferences.

Working with Zia in Marketing Plus 

To integrate with OpenAI 

Admins in Zoho Marketing Plus can setup the integration between Zia and OpenAI. This process can be done the first time you use 'Create with Zia' in Zoho Marketing Plus.

Step 1: Generating the Secret Key

1. Go to https://platform.openai.com/api-keys.
   
2. Click + Create new secret key.
   
   
3. Enter the Name, Project, and define the Permissions.
   
4. Click Create secret key.
   
   
5. Copy the Secret Key and click Done. 
   

Step 2: Integrating OpenAI's ChatGPT with Zia

1. Go to Brand Studio and select the Marketing Projects tab.
   
2. Click Create Project > Create with Zia.
   
3. In the Plan your campaigns with Zia AI popup, click Configure Now.
   
4. Enter the Secret Key from your OpenAI account and click Proceed.
   
5. In the Data privacy notice popup, click Proceed and Start Generating in the following popup. 
   

To create marketing projects with Zia 

1. Go to Brand Studio and select the Marketing Projects tab.
   
2. Click Create Project > Create with Zia.
   
   
3. In the Plan your campaign with Zia AI popup, do the following:
   
1. Select the Campaign Objective and specify the Campaign Duration.
   
2. Select the marketing channels from the list.
   
3. Specify the target audience.
   
4. Describe the campaign to personalize the suggestions.
   
   
5. Click Generate.
   The marketing activities will be generated accordingly.
4. Click Proceed.
   
5. In the Marketing Project Details popup, modify the name, color, owner, and type if required, and click Create to create the Marketing Project. You can also click Create as Draft to save the project as a draft.
   
   

1. Make changes to the criteria on the left panel as required.
   
2. Click Regenerate.
   

To edit variations 

1. Select the Variation that you would like to edit.
   
2. Click Edit Variation.
   
   
3. Change the Project name, Type, Objective, and Owner as required.
   
   
4. Click Add Activity to add an activity to this variation.
   
5. Drag and drop the activity to the playground.
   
6. Specify the Name, Owner, and the Expected Launch Date.
   
   
7. Select the suggested activity and click the Delete icon   to remove an activity.
   
8. Click Create.
   

Changing the OpenAI Secret Key 

1. Go to Brand Studio and select the Marketing Projects tab.
   
2. Click Create Project > Create with Zia.
   
3. In the Plan your campaign with Zia AI popup, click Access your secret key.
   
   
4. Replace the Secret Key and click Proceed.
   
   You can click the Delete icon to remove the Secret Key, thus disabling the integration with OpenAI.