Figuring out how to make all the products work and work together to send campaigns

Figuring out how to make all the products work and work together to send campaigns

I am pulling my hair out trying to figure out all of Zoho's products and make them work together. Currently we have Mail, CRM, Sales IQ, Campaigns, Chat, Support/tickets. 

What I want to do:
Send out HTML emails to a variety of to-be and current clients, depending on many factors. Sometimes, I have a large amount of clients to send an email blast to, other times it is only to an individual. 
These email addresses can come from emails, the website via Sales IQ, or completely out of the system from Sign ups or contact page. 

The problem is that I seem to be missing the best way to do this. I would like to somehow only input my clients/leads/contacts into one product, one time and be able to choose when and who I send a campaign to without having to keep creating a LIST for each time for even a single email. (I am doing this through campaigns because in Mail, I can not use HTML messages. This also frustrates me to no end.)

I have watched numerous videos, but they are all too general and just show me features. I really need to figure out the workflow basics, as they relate to basic online B2B startup. Can anyone give me some advice? Maybe I am completely missing something basic so I welcome any input.
TIA


      • Sticky Posts

      • Marketer's space - Understanding portal roles in the new user management system

        Hello, As part of our new user management setup, we recently introduced portals and workspaces. Portals enable you to manage multiple products under a single brand within a single account. Workspaces are the spaces you can create within a portal for individual

      • Promote Campaigns on your LinkedIn Company page

        Hello!   We are happy to announce that Zoho Campaigns has further improved its integration with LinkedIn to provide more services. This time, we've come up with a new feature where you can promote your email and social campaigns on your LinkedIn company page.   LinkedIn company page is a hub where followers are updated about the company, its products & services and of course new features & updates. It acts as a public portal for prospects, vendors and partners, etc. You can engage your followers

      • The much-awaited real-time sync between Zoho Campaigns and Zoho CRM is live.

        Hello all, You don't have to wait for 24 hours to pull data from CRM to Campaigns anymore. Instantly bring subscriber data from contacts, leads, and custom modules and get going with your nurturing process right away.  What has changed?  We have two types of syncs now: Immediate and periodic.  The UI: We have cut down on the number of steps for the sync from three to two.  When to use which sync: Immediate Sync: When you want the data to get reflected in Campaigns as and when it is added in CRM.

      • Marketer's Space: Template Editor - Dynamic Content

        Dynamic content has become an inevitable part of email marketing. It's basically the process of displaying content to your leads that is relevant to them based upon them matching a particular criteria you have set previously.    To put it in simpler terms, it is the right content for the right people at the right time.    How to use the dynamic content While creating an email campaign, you go on to select a pre-designed or basic template to add content, and then click Advanced --> Dynamic to create

      • Sending Autoresponders to Existing Contacts

        Hello! In recent times, many of our users wanted to send Autoresponders to existing contacts. Since, these contacts existed already; they will never be receiving that message scheduled in the Autoresponders.  But, is there really a way to push these Autoresponder message(s) to such existing contacts? Well, Zoho Campaigns has again come up with a solution for such request laid by many of our users. We are happy to announce the new enhancement on Autoresponders through which you can send the Autoresponder