Glossary

Brand

A brand represents your business in Marketing Plus. All marketing projects are carried out under a specific brand.

Brand Studio

Brand Studio is a space where marketing projects can be created and managed for a particular brand. It's a centralized space where all the activities such as email campaigns, social media posts, surveys, webinars, and SMS campaigns. can be created for a Marketing Project.

Marketing Project

All the marketing campaigns that you initiate for your business are called Marketing Projects. The projects can be assigned to the appropriate owner and various activities can be scheduled to be carried out from the Brand Studio.

Activity

Activities in Marketing Plus represent the various marketing operations that you perform for your marketing projects. For example, an email campaign, s social post, a survey, a webinar, or an event.

Task

Tasks are assigned to users based on the activity and the Marketing Project that they belong to. For example, an email campaign is an activity, and preparing the mail list for the campaign is a task within that activity.

Brand Assets

Brand Assets is a repository for all files, including videos, documents, images, and spreadsheets, that are required for your brand. Each Marketing Project will have a separate folder where all the files for it are stored.

Roles

The organizational hierarchy in your business can be replicated in Marketing Plus with roles. Data access permissions can be defined separately for each role.

Administrator

The Administrator is the user who has permission to access all the features and brands and manage users (team members) and the account subscription.

Subscription Manager

Subscription Manager is a role given to users which allows them to manage the subscription to Zoho Marketing Plus. They can upgrade, purchase add-ons, and perform any other actions related to the payment process.

Objectives and Types

The aim (or objective) and type of each marketing project can be defined. For example, the reason for a marketing project is to Generate Leads. That's the Objective. The Type of the campaign is Tradeshow or Conference.

Zoho CRM Training Programs

Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

Redefine the way you work

with Zoho Workplace

Start your free trial

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.

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

Zoho Workerly Home
Forums
Connect With Us:

Zoho Recruit Home
Forums
Connect With Us:

Start tracking your website metrics today

Use PageSense to understand what your visitors are looking for, how they are behaving, and where they are facing problems on your website.

Ready to improve your website's performance?

Install the PageSense code snippet on your site in a matter of minutes and start collecting in-depth data about the website visitors to grow your business.

Track and measure every business goal

Set up goals in PageSense to measure every single action performed by visitors on your website like button or link clicks, form submissions, and page engagements.

Understand the customer journey on your website

Create funnels in PageSense to quickly see which pages visitors use to enter your website, where they navigate to next, and which pages they decide to leave without converting.

Visualize your visitor's behavior with color codes

Set up heatmaps in PageSense to see where users have clicked more, how far they've scrolled, and on which parts of a page they've spent the most time using color-coded patterns in reports.

Measure customer engagement with your web forms

Use form analytics in PageSense to see how people interact with different fields in your form, whether they complete the form successfully or not, and where exactly they drop out on your form.

Record real visitor interactions on your website

Use session recordings in PageSense to watch a video of all the visitor actions performed on your website including the pages they navigate, the buttons they click, the UX issues they face, and more.

Test and optimize webpages for better conversions

Run A/B or Split URL tests in PageSense to figure out which version of your web page works best for your business and results in the best conversion rate.

Give each customer a unique website experience

Use personalization in PageSense to deliver customized versions of your website for every individual customer based on their demographics, local weather, browsing history, and more.

Grow your business through customer feedback

Run polls on your website using PageSense to understand what your customers think about your products/services and what needs improvement on your site.

Send timely updates that customers love

Use web push notifications in PageSense to schedule and notify your customers about an upcoming flash sale, product releases, promotional coupons, and a lot more that can spark conversions on your website.

Advertise your business to website visitors

Use pop-ups in PageSense to instantly grab the attention of visitors by showing attractive signup offers, coupon code discounts, or email newsletters that can eventually convert them into subscribers.

Access more advanced settings in PageSense

Use PageSense's advanced features like creating mutually exclusive groups, enabling cross-domain tracking, configuring customized project JS, and more to get deeper insights about your website.

Try easy-to-use extensions

Download the PageSense extension app available for your web browser with a few clicks and start collecting all of your required website metrics in real time.

Discover your favorite integrations with PageSense

Get a deeper look at your website's data by seamlessly integrating PageSense with a host of popular third-party apps like Google Analytics, Mixpanel, Intercom, and more.

Still can't find what you're looking for?

Write to us: support@zohoforms.com

Quick Links	Workflow Automation
Web Forms	Enterprise
Interactive Forms	Workplace
Offline Forms	Customer Service
Digital Forms	Marketing
HTML Forms
Contact Forms
Lead Generation Forms
Wordpress forms
No Code Forms
Free Forms
Data Collection App