Multi-Channel Campaigns for the Biggest Shopping Week with Zoho Marketing Automation

Multi-Channel Campaigns for the Biggest Shopping Week with Zoho Marketing Automation

Hello marketers,
Welcome back to another post in Marketers Space! The biggest shopping week of the year is almost here, and it’s your moment to shine without the stress. With Black Friday and Cyber Monday just around the corner, being present across email, SMS, and WhatsApp especially with your e-commerce store integrated can set you up for a strong, high-impact sales week.

Why Multi-Channel Matters During the Biggest Shopping Week   

Shoppers move fast during Black Friday and Cyber Monday and they’re not always on the same platform. If they miss your offer in their inbox, they may catch it on WhatsApp. If they skip your WhatsApp message, a short, timely SMS can be the gentle nudge that gets them back. A well-coordinated multi-channel approach offers:
  1. One more chance to bring your audience back to your offer especially when it’s one they can’t resist.
  2. Visibility - Different customers prefer different touch-points. 
  3. Higher conversions, especially during limited-time sale events.

How to Get Multi-Channel Right

  1. Keep Your Messaging Consistent - If your first communication is a Black Friday email, don’t follow it with a Cyber Monday SMS right away. Maintain a steady, uniform storyline across all channels so customers experience one cohesive promotion.
  2. Segment Based on Activity - Using Zoho Marketing Automation’s engagement data, you can quickly identify who opens emails, who engages on WhatsApp, or who responds better to SMS. Build these segments to tailor future campaigns more effectively.
  3. Don’t Overdo It - Multi-channel doesn’t mean sending blasts on every platform. A good rule is one message per channel. Too many messages everywhere can irritate your audience and cause them to unsubscribe or block your messages and no marketer wants that.

A Simple Multi-Channel Journey for Black Friday  

Let’s start with a clean, practical example of how you can use ZMA to run a smooth campaign across email, WhatsApp, and SMS.
1. Design a sale-focused email using the Predesigned templates under Deals and Offers. Include clear visuals and a link to shop or view products.



2. Create a Journey Using the Email Action Component and choose the Black Friday campaign as the entry action. Add a branch for contacts who clicked any link they’ve shown intent. 
3. For those who clicked, send a WhatsApp campaign offering a special Black Friday discount. Add a button to drive them back to your site.
4. For contacts who open the WhatsApp message but don’t click the button, create a “Read” branch.
5. Send a short SMS with a coupon code and an optional shortened purchase link. This gives them a quick, friction-free way to take action. 


Note: Spread these messages out with wait times to avoid overwhelming your customers while still staying relevant.
Just like that, you’ve covered three channels email for awareness, WhatsApp for high-intent nudges, and SMS for final-step conversions.

Taking It Further With eCommerce Integration

Once your store is connected to ZMA, multi-channel marketing becomes even more powerful.
1. Start your Journey with the Abandoned Cart trigger.

2. Add an Email Action component next and select the eCommerce campaign type.
3. Inside the template gallery, choose an abandoned cart template. 

4. In the template editor, you’ll see exclusive elements available only with a store integration. Add a Coupon element, pick a coupon from your store, customize the description, and update the button text.
5. Insert a Check Email Activity process component. Choose “Not clicked on any link” as the branch.
6. Follow this branch with a short SMS that creates urgency. 
Idea
Add delays between steps so customers are reminded, not overwhelmed, while giving them space to complete the purchase.


This Journey keeps your cart reminders running automatically across multiple channels helping you recover sales without manual effort.
See you in the next post. Until then, happy campaigning!

Regards,
Pearlin Nitika
User Education Team
Zoho Marketing Automation 
 


        • Recent Topics

        • How to change position button transtition of Blueprint?

          Hi Everyone, Look at my screenshoot, it is possible move the reject button to the right? I couldn't find that setting in the blueprint. Thank you.
        • Sorting Descending in a lookup

          I have a case number lookup on multiple forms. I need the most recent added to appear at the top of the lookup or as the list of cases grom it's too much to scroll. Is there a way to have a look up sort descending?
        • Ticket Status email

          Good day, This was discussed in the past, but it would be helpful if we could have the system assign a custom response to a status. We have various statuses for tickets, e.g. "closed due to no response", or "Pending Status", it would be helpful for the
        • Can we add custom fields to portal community profiles?

          How do we add custom fields to our profile pages in our portal community? If we have the ability to add custom fields, will we be able to access those fields via API? We want to use our Desk community in our help portal as our primary community and would
        • Auto-upload Creator Files to WorkDrive

          Hi everyone, I’m working on a workflow that uploads files from Zoho Creator to specific subfolders in Zoho WorkDrive, as illustrated in the attached diagram. My Creator application form has two multi-file upload fields, and I want—on successful form submission—to
        • Asap Widget 2.0

          Where's the documentation for the new ASAP widget? https://www.zoho.com/desk/developers/asap/#introduction this one is outdated How can we dynamically navigate between different views? How can we prefill ticket forms using ASAP 2.0?
        • Gain control over record sharing with portal users through our new enhancement: criteria-based data exposure

          Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparency
        • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

          Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
        • Can the Trigger be changed?

          I'm afraid I already know the answer, but here goes... After activating a workflow (under Campaigns > Automations), Then later choosing to Edit the workflow, Can the Workflow's Trigger be changed? Currently the entire Trigger section + options are gone
        • Marketer's Space: Proven tips to improve open rates – I

          Hello Marketers! Welcome back to another post in Marketer's Space! In this week's post, we'll discuss the ever-important concept of open rates. This will be a multi-part series, as we have a range of topics to cover. Open rates—which measure the percentage
        • Holidays

          Hi; For defining Holidays, you need to add logic to handle the year as well as the month & day. We need to be able to enter Holidays for the next year. I need to add a holiday for January 2, 2017, but I can't until January 1st, which is a Sunday and we
        • Creating Custom PDF Template from Form

          I am trying to create a custom PDF from form submissions. I have the standard subscription and it indicates that PDF forms are included. I cannot find anywhere to create PDF forms. I try to follow the instructions from here: https://help.zoho.com/portal/en/kb/forms/form-settings/pdf-settings/pdf-editor/articles/creating-your-own-pdf-template#Creating_your_template_from_the_scratch
        • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

          Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals
        • Important Update: Facebook Metrics Deprecation & Impact on Zoho Analytics

          Dear Zoho Analytics users, Facebook has deprecated a set of metrics from the Facebook Pages Insights API, effective November 15, 2025. As a result, these changes will affect any reports and dashboards in Zoho Analytics that rely on Facebook Pages data.
        • Quick Copy Column Name

          Please add the ability to quickly copy the name of a column in a Table or Query View. When you right-click the column there should be an option to copy the name, or if you left-click the column and use the Ctrl+C keyboard shortcut it should copy the
        • Conditional Field Visibility in Bigin CRM

          I would like to request support for conditional field visibility within Bigin CRM. This feature should allow administrators to configure show/hide rules for fields based on predefined criteria (e.g., field values, picklist selections, stage changes,
        • Tag Adding Option in Kanban Card Customization Bigin CRM Mobile App

          I would like to request an option to add and display tags on Kanban cards in the Bigin CRM mobile app. This feature would make it easier to categorize deals and quickly identify priorities while working on the go.
        • WhatsApp Voice Message Sending Option in Bigin CRM

          I would like to request a feature that allows users to send WhatsApp voice messages directly from Bigin CRM. This would help improve communication efficiency and make it easier for teams to respond quickly to customer inquiries.
        • Introducing Zoho MCP for Bigin

          Hello Biginners! We're excited to introduce Zoho MCP for Bigin, a completely new way of interacting with Bigin data using AI. With Zoho MCP, you can securely connect your Bigin account with popular AI agents like Claude, Cursor, Windsurf, and VS Code,
        • Introducing the Zoho Projects Learning Space

          Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,
        • Ask the Experts 26: Brighten every customer interaction with Zoho Desk all year long

          Hello everyone, Greetings and welcome to Ask the Experts 26. As we wrap up 2025, we are excited to invite you to the 26th episode of our Ask the Expert series. 🎄The Merry Metrics Edition = Best of Zoho Desk [Best Practices + Holiday Automation + Year-End
        • MCP > Creator connection failing with Claude

          I'm trying to get claude to access any of my Zoho Creator apps and it keeps failing. I have enabled all tools for creator and ensured in claude settings that everything is authorised. Here is what claude says : Unfortunately, the error messages I'm receiving
        • Is it possible to sync data every 5–10 minutes in Zoho Analytics (CRM or Excel imports)?

          Hello Team, I want to know if Zoho Analytics supports near real-time syncing of data from different sources. My requirements: I am importing data from Zoho CRM → Zoho Analytics I also have some datasets maintained in Excel/CSV I want both data sources
        • Feature Request: Dynamic Dimension Control for zc_LoadIn Popups

          As detailed in this community discussion, Zoho Creator's zc_LoadIn parameter is a vital tool for opening components (forms, reports, or pages) in modal dialogs via HTML snippets, Notes, or Rich Text Fields. While powerful, this feature suffers from a
        • Subforms in stateless forms

          I think the title says it all. We need to be able to add subforms to stateless forms. Currently the only workaround is to create a Form and delete each record upon submission of the form. I need to build an interface to update our inventory. Basically
        • Text wrap column headers in reports?

          Is it possible to auto wrap column headers so that a longer multi-word header displays as two lines when the column is narrower than the width of the header title?
        • Converting Sales Order to Purchase Order

          Hi All, Firstly, this code works to convert a sales order(SO) to a purchase order (PO) via a button, however I am running into an issue when I convert the SO where the values from the line items are not pulled across from the SO to the PO. The ones in
        • What’s New in Zoho Inventory — Latest Features, Integrations & Updates | December 2025

          Zoho Inventory has evolved significantly over the past months, bringing you smarter, faster, and more connected tools to streamline your operations. Whether you’re managing multichannel sales, complex fulfillment workflows, or fast-moving stock, our newest
        • Marketer’s Space - Multi-Channel Campaigns for the Biggest Shopping Week with Zoho Marketing Automation

          Hello marketers, Welcome back to another post in Marketers Space! The biggest shopping week of the year is almost here, and it’s your moment to shine without the stress. With Black Friday and Cyber Monday just around the corner, being present across email,
        • Auto-Invite Users to Portals in Zoho CRM based on Conditions

          Hello Everyone, You can now automate portal invitations in Zoho CRM with the new Auto-Invite users feature in Portal management. No more manually enabling portal access one by one. With this enhancement, you can automatically send invites for users to
        • Pricing Strategies: #5 Stay local, Price & Sell Global

          Arun had always dreamed of taking his handmade craft business beyond his hometown. For years, he sold locally. Most of his customers are familiar faces, in our usual currency and with the exact expectations. But one day, a traveller visited his workshop
        • Best practice to structure reporting to include events covering multiple months / quarters.

          Hi, I'm new to Zoho, have some experience of more "enterprise" tools, looking for some input from the community. I'm looking to create a report that includes events that cover a long period, each event has a start / end date and I'm struggling undertanding
        • Incorrect Email Notifications for Product Reviews

          Dear Zoho Commerce Support Team, I am writing to report a technical issue that occurs frequently on our platform. Problem Description: We regularly receive email notifications informing us of new product reviews awaiting approval. However, when we access
        • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

          Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything
        • FSM - Associating and selecting Contacts based on Service Addresses

          Hi FSM team, I've come across an FSM limitation I wanted to share for improvement. I'm currently configuring FSM for a client who provides heating system install and maintenance services. The are often sub contracted by building management companies to
        • What is the easiest way to move Hotmail emails to an IMAP server?

          The easiest way to move Hotmail (Outlook.com) emails to an IMAP server is to add your Hotmail account directly to any email client that supports IMAP, then copy the messages across. This avoids paid tools and keeps the process simple. Fastest free method:
        • No feedback from Zoho Books regarding Yodlee feeds for Investec

          I reported on 6 Feb 2025 that the Bank Feeds for Investec bank via Yodlee are not working. To date there has been no resolution. You are charging us for a suite of products where the functionality does not work. Please advise how you will refund me for
        • Turn off Knowlege Base Follow options and Follower lists

          Is there a way to hide or turn off the option in the Knowledge Base for users to follow specific departments/categories/sections/articles? If not, is there a way to turn off the public list of followers for each of those things? Otherwise, customer names
        • Custom validation in CRM schema

          Validation rules in CRM layouts work nicely, good docs by @Kiran Karthik P https://help.zoho.com/portal/en/kb/crm/customize-crm-account/validation-rules/articles/create-validation-rules I'd prefer validating data input 'closer to the schema'
        • Meet Canvas' Grid component: Your easiest way to build responsive record templates

          Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.
        • Next Page