Access and Navigate | Online Help - Zoho Marketing Plus

Access and Navigate

Creating an Account

Sign up for Marketing Plus to access the unified marketing platform for all marketing teams. There are two ways you can access Marketing Plus:
  1. Sign up for Marketing Plus
  2. Sign in with your existing Zoho account

Sign up for Marketing Plus

If you do not have a Zoho account, you can choose to create one.
 
To sign up
  1. Go to https://www.zoho.com/marketingplus/.
  2. Enter your NameEmail Address, and Password.
  3. Read the Terms of Service and Privacy Policy and select the checkbox.
  4. Click Sign up for free.

Sign in with an existing Zoho Account

If you already have a Zoho account, you can simply sign in and start using the product.

To sign in
  1. Go to https://www.zoho.com/marketingplus/
  2. Click Sign In.
  3. Enter the Email Address and Password and click Sign In.

Set up your Marketing Plus account

Here is a short checklist of what you need to do to start using Marketing Plus.

Update the information about your company

The first step in getting started with Marketing Plus is to add the key information about your company as soon as you sign up, or when you sign in for the first time.
  1. Enter the Company Name and Phone.
  2. Select the Time Zone, Language, and Currency Locale from the dropdown lists.
  3. Click Proceed.

Familiarize yourself with the list of channels that are part of Marketing Plus

There is a list of all the channels that are part of Marketing Plus in the Let's get set up section. Click Lean More next a channel to see detailed information about it. You can also watch an overview video of Marketing Plus to familiarize yourself with the scope of the product.

Add Contacts

The next step is to add all your business contacts to Marketing Plus.
  1. Add contacts manually: This lets you add all the contacts one-by-one, manually, or import a spreadsheet containing your contact information
  2. Synchronize Contacts: If you already have contacts in any Zoho product or certain other third-party applications, they can be synchronized with Marketing Plus. 

Generate Leads

  1. Signup forms: You can create signup forms that can be embedded on your website and blogs.
  2. Engagement Platforms: Connect your event and webinar management platforms such as Backstage, Zoho Webinar, GoToWebinar, and Eventbrite and synchronize data with Marketing Plus.

Configure Social Media Channels

Connect all your social media channels such as Facebook, Twitter, Instagram, LinkedIn, and Google My Business with Marketing Plus. Once that's done, you can create or schedule posts and share them on all your social media channels. To get started, click Configure Network(s).

Install Website Tracking Code

To track, analyze, and optimize website conversions, you will need to add the PageSense tracking code to your website. There are two types of code snippets:
  1. Synchronous: The scripts will be loaded and executed sequentially from the <head> tag on your webpage.
  2. Asynchronous: The scripts will be executed simultaneously along with other functions present in the webpage.
You can simply copy the code or send it directly to your webmaster via email.

Configure Brand Assets

Creating marketing campaigns involves using resources such as videos, documents, presentations, spreadsheets, and images. It is not always convenient to store and manage all these resources on your local device. Marketing Plus offers Brand Assets, a repository to hold all the resources that are required for your marketing projects. You can also share resources with your team.

Create Marketing Project

Now that all the basic configurations are set up, you can go ahead and start creating your marketing projects.

The first screen that you see when you sign up or log in to Marketing Plus is the Brand Studio.

  1. Select Brand: This dropdown lists all the brands that you have in Marketing Plus. You can switch between them or create a new brand from here.
  2. Channels: All the marketing channels such as Campaigns, Social, Survey, Marketing Automation, PageSense, Webinar, Backstage, and Analytics are listed on the left.
  3. Menu: All the functions for a channel will be listed at the top of the page. You can select the function that you need from here.

  4. Setup, Notifications, and Profile Information: All the configurations for Marketing Plus can be accessed from the Setup page.
    Notifications: This icon displays all your notifications in Marketing Plus.
    Profile Icon: The profile icon lets you view information about the user, user ID, subscription details, support, and themes.
    Note: The icons in the top-right corner of your window will vary depending on which channel is selected.

  5. Recent Items and Favorites: A list of your recent interactions and favorite links can be accessed here.
  6. Reminders and Notes: The clock icon () displays all your reminders and the notepad icon () lets you create notes and checklists or upload an image or attach a file.

Change Theme

Various color themes are available for you to customize the menu bar at the top of your screen.
 
To change theme
  1. Click your Profile Icon in the top-right corner of the window.
  2. Select a color in the Themes section.


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