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

        • Auto select option in CRM after Zoho Form merge

          Hi, I have a dropdown field in Zoho CRM that is filled with a Zoho Form. The data is filled but not automatically shown. After selecting the right value in the dropdown the information a second field is shown. So the question is; how can I make the dropdown

        • Bring your CRM data straight into your presentations in Zoho Show

          Let's say you are working on a presentation about your team's sales pipeline for an upcoming strategy meeting. All the information you need about clients and leads is in Zoho CRM, but you end up copying details from the CRM into your slides, adjusting

        • Improved RingCentral Integration

          We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.

        • Introducing New APIs in Zoho Contracts

          We are excited to announce the release of new APIs in Zoho Contracts to help you automate and manage every stage of your contract lifecycle more efficiently. Here’s a quick overview of what’s new: 1. Complete Contract Draft You can use this API to complete

        • Vimeo

          For me Vimeo is the most important video social channel for media and filmmakers. Would others agree and like it added to Zoho Social.

        • Delete a department or category

          How do I delete a Department? Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.

        • Organization Emails in Email History

          How can I make received Org Emails to show up here?

        • How to setup pricing in Zoho

          Hi everyone, I am relatively new here and have just moved from my old inventory system to the Zoho one. I am trying to get my head around how it all works. I am mostly setup connected to a shopify store, but I do manual sales also For manual invoicing,

        • Prefilled Date fields auto-changed and then locked when using “Edit as new”

          If a document out for signature has date fields (not SignedDate fields) that were pre-filled before sending, and then you use “Edit as new” to create a new version of the same document, the value of those date fields gets automatically changed to today

        • Is there a way to update all the start and end dates of tasks of a project after a calendar change?

          Hi! Here's my situation. I've built a complete project planning. All its tasks have start dates and due dates. After completing the planning, I've realized that the project calendar was not the right one. So I changed the project calendar. I now have

        • Access Phone Field Components (Country Code) Directly

          Hello everyone, I'd like to propose an enhancement for the Phone field in Zoho Creator. The Problem: The Phone field captures the country code and local number separately, but stores them as a single string (e.g., +1234567890). To get the country code,

        • Send mass messages through WhatsApp from the Tickets module

          Hi Everyone! Effective communication is key to delivering prompt and reliable customer support. Because WhatsApp is one of the most widely used and familiar messaging platforms, it's an effective channel for agents to reach customers who have submitted

        • Lead Owner Signature Merge Field

          I want to automatically insert a signature (i.e. contact info usually found at the bottom of an email) into an email template, depending on who the lead owner is. What is the merge code for the Signature from a Users profile? CRM > Settings > Customization > Templates There is a popup near the bottom of the edit screen which says: "You can insert a Signature, which is available as a merge field in the users section." It is also referenced on this page: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-templates/articles/template-builder#Merge_Fields

        • How do I create a time field?

          I want a field that only records time. I can only see how to create a date-time field. If I do that and enter a time, without a date, nothing is recorded. If I create a number or decimal field, I cannot use it in time calculations. All I want is a field

        • Alternating columns - How to reverse order on mobile - Responsive template

          Can the order of alternating columns be reversed on mobile so that image comes before the text? Example: Desktop Row 1 column Left (image) , column right (text) Row 2 column Left (text) , column right (image) Mobile Currently Row 1 Image over text Row

        • InvokeURL butchering JSON for OpenAI API calls

          My organization works with mostly educational institutions. We have a custom module called "Schools", which is the user-entered school name they put when using our service (which they enter along with their state and zip code). We want to map this to

        • Custom order for Current Stage (Blueprint field)

          Hi! I suggest adding the option to set a custom order in reports for the Blueprint field ‘Current Stage’. Currently, these fields can only be sorted in ascending or descending order. Thanks!

        • CRM E-mail Sync from Outlook

          We are exploring Zoho as a possible new solution for our company. We are trying to understand further on how e-mail sync works. We use outlook. Our current CRM logs anytime we e-mail a customer so we can see in the CRM the message sent to the customer.

        • Run your help desk on your schedule

          In business, time is of the essence. This is especially true in a function like customer service, where KPIs such as response time and agent availability are the measures of success. Perhaps the most crucial consideration one needs to make about time is your hours of operation. These set expectations for your customer and for employees. To make communicating this information easier, we've revamped the way business hours and holiday lists work in Zoho Desk.   In order to accommodate teams that work

        • The Customer Happiness REST API is broken

          1. We are unable to extract the customerHappiness ( https://desk.zoho.com/DeskAPIDocument#CustomerHappiness#CustomerHappiness_ListallcustomerHappiness) object using the ticketNumber criteria. We keep getting HTTP 429 even when we limit to 60 calls per

        • Automatic Department and Employee Sync Between Zoho One and Zoho People

          Dear Zoho Support, I'm writing to propose a valuable feature request that would streamline data management and improve user experience within the Zoho ecosystem: automatic synchronization between departments and employees in Zoho One and Zoho People.

        • Zoho Expense and Chase Bank Visa credit cards - Direct Feed?

          Our company uses JP Morgan Chase Visa credit cards. We can't be the first to try and use a combination of Zoho Expense + Chase Bank + Visa Credit Cards --- anyone successful with this combination? 1. The direct feed automation isn't working. When I go

        • Impossibile inviare il messaggio;Motivo:554 5.1.8 Indirizzo del mittente bloccato

          " Impossibile inviare il messaggio;Motivo:554 5.1.8 Indirizzo del mittente bloccato" Hi need to send email, how can fix this? Thanks, Alice

        • Image inputed in Zoho Form were displayed to small in exported version

          Good evening, my name is athallah, i am a trainee in government office Right now, i use Zoho form to digitalize an airfield monitoring form. my problem is, the image were to small to displayed in exported version. it really bad for formal presentation

        • API. How do I get responses submitted to the form?

          Hi, I'm trying to retrieve a list of form responses via the API. I've created a Self Client application in API Console. What scoup should I enter? What are the endpoints? Is there documentation on this anywhere? I've wasted a lot of time searching. GPT

        • Question about Zoho CRM Professional plan users

          Hello! I have a question about the Zoho CRM Professional plan. Is the pricing charged per user or per organization? Are there any free users included in this plan, or do I need to pay for each additional user separately? Thank you!

        • Communicating with emojis

          On July 17, we celebrate World Emoji Day! We're a bit late 😐 sharing insights about this day. But we just couldn't let it pass without a mention 😊 because emojis have a meaningful connection with customer service 💬 🤝. We do not want to miss out on

        • Help integrating Aircall into Zoho CRM

          Hi all, We are need to get better AirCall integration into Zoho. We have configured in the Aircall dashboard but we have not done the Zoho side. We cannot see Zoho CRM information on incoming calls. And we calls and text's are not being logged. Specifically

        • Shopify Extension no longer working in CRM

          Zoho CRM and Extension are no longer working properly. We have used Shopify Basic for years. All of the sudden it stopped working, then started working again, and now no longer working again. There are several ways for Personal Information to sync from

        • How to keep track of bags, cans, drums of inventory?

          We buy and sell products that are packaged in bags 🛍️, cans🥫, drums🛢️, etc. with batch numbers. When we get a shipment of one of the products, how do we track we received (say) 10 cans each of 5L of a product and maybe we received 10 cans of another

        • Easy third party collaboration: Zoho Flow Integration

          Third-party integrations extend your project functionality with improved workflow, and data processing. With Zoho Flow integration you can include multiple third party actions into your project or task automation. Add Zoho Flow action in Workflow rules

        • Introducing Configure, Price, Quote (CPQ) in Zoho CRM | Public early access 2023

          Greetings Customers! We're excited to announce that the CPQ feature will soon be available in Zoho CRM and accessible to all accounts using the Professional, Enterprise, and Ultimate editions. We've opened this feature to select customers, and it'll be

        • how to edit the converted lead records?

          so I can fetch the converted leads records using API (COQL), using this endpoint https://www.zohoapis.com/crm/v5/coql and using COQL filter Converted__s=true for some reasons I need to change the value from a field in a converted lead record. When I try

        • Share Video Response Card ion Zobot

          I am using the zobot codeless bot builder in SalesIQ. I want to share a video but delay the next response card until after the video has finished playing or has been stopped. Is this possible?

        • Zoho Bookings <> CRM integration

          Hello Zoho community! We are enabling our Zoho Bookings <> CRM integration. What is the workflow if the integration detects that the contact already exists in the CRM? Does it create a duplicate record? Overwrite the record? Merge the record? (in this

        • Cannot reject empty expense report

          Hello, We are currently having issues with two empty expense reports where if we try to reject them, either manually or through the REST API, we get error 114016, which says some of the expenses have already been billed and must be removed. I'd appreciate

        • Use of Zia within Forms

          I have noticed that recently you have added Zia to help create forms from scratch. Would it be possible to add Zia functionality to free text fields for form submissions or if this is already on the roadmap an ETA for this please? We have a lot of field

        • Default in fields on Form B based on the user selection in Form A

          Hi Everyone, I have added an action button to a form report to bring up a new form based on user selection, see it indicated in red below: Then when the ne form loads, I want to default in some of the fields based on the record the user was selected on.

        • Last activity time is acting like last modified time

          When i edit the description or any field in the potential, account, contact and lead, the Last Activity Time is being updated like the Modified Time. This is messing all workflows and reports and we are unable to track real last time of activities like

        • Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas

          Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. With

        • Next Page