What is the Best Practice for setting up Drip Marketing Campaigns?? CRM versus Campaigns etc...

What is the Best Practice for setting up Drip Marketing Campaigns?? CRM versus Campaigns etc...

Hello,


I am a longtime Zoho CRM user and small business owner. I have and do use other Zoho apps like Social, Sales IQ, Campaigns, Creator Books and more. I now have Zoho One so I have the complete package.


My current problem is the following: I need/want to set up a Drip Marketing Campaign to follow up with leads. We sell English language courses to both individuals (B2C) and companies (B2B), so I probably will need at least 2 different campaigns for this. Right now all my leads are funneled into CRM from our website, Zoho Social, phone calls and Unbounce landing pages. All leads receive the same auto-responder from CRM with a general information email and we really only follow-up with those who respond back to us.

   

We want to change that starting now. So here is my question:


How and where do I set this up, CRM or Campaigns?


I am still not clear on what the best practice is. Can anyone give me some help on what I should do to set this up? We are in the process of contracting the copywriter, but I need to have the mechanics worked out as well.


I really don’t want to be told that I have several options to do this. I want to be told, Do A, then B and then C etc… as this is the best way to do what you need.


Regards,

George Thiess


      • 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