The difference between Zoho Marketing Automation and Zoho Campaigns

The difference between Zoho Marketing Automation and Zoho Campaigns

Greetings Marketers!
This post aims to differentiate between Zoho Marketing Automation and Zoho Campaigns. By the time you get to the end of the post, you will be able to choose a product that objectively suits you.

What is Zoho Marketing Automation?
A multichannel automation solution which helps you shape your business' marketing pipeline. You can create landing pages, forms, and pop-ups, run campaigns on email and SMS with confidence, and automate the customer journey with workflows. The software also has deep measurement and analysis functionality built-in. 

Zoho Marketing Automation, mainly addresses the following needs of a business:

  • Top of the funnel:

    • Lead generation: Landing pages, sign-up forms, pop-up forms, and offline marketing tracking capabilities.

    • Web behaviour: Analyze website pages, track traffic sources, set action-based goals, and create custom links.

  • Middle of the funnel:

    • Campaigns: Email, WhatsApp, SMS, social media, and pop-up campaigns.

    • Nurturing: Automate workflows, score leads, and personalized content.

    • Lead Life Cycle Management: Personalized stages, lead scoring, lead segmentation.

  • Bottom of the funnel:

    • Lead attribution and reporting: Key performance indicators like number of verified leads, conversion rate, click-through-rate, time spent on page,

    • Marketing Planner: Set goals, create & coordinate tasks, and track activities for campaign transparency.

    • Budgeting and RoI: Get campaign level and holistic view of the outcomes of your marketing activities to track ROI.


What is Zoho Campaigns? 

A powerful email and SMS marketing platform to create and send targeted campaigns to your audience. The software allows you to automate your campaigns based on triggers and execute multi-step campaigns flawlessly. It also offers vast campaign analytics and measurement capabilities.

So what are the differences?

 

Zoho Marketing Automation

Zoho Campaigns

 

Description

Helps you create & run full-funnel marketing, beyond email and SMS marketing. For instance,  landing pages, WhatsApp, social media, and lead lifecycle management, amongst others.

Used for creating, sending, and tracking email  & SMS campaigns. Primary focus is on delivering targeted and engaging email messages.

Marketing Campaigns

Email, WhatsApp, SMS, social media, webinars

Email and SMS campaigns.

 

Lead Qualification

Lead segments, lead scoring (advanced- web behaviour based, field based, email activity based scoring), custom lead stages, assign tags.

Lead segments, lead scoring (email activity & workflow).

Automation

  • Automate marketing communication, segment audiences, nurture leads, and qualify with Journeys. Leverage templates, triggers, and generate detailed reports.
  • Journey X-ray reports to analyse the least and most engaged path chose by contacts.

Crafts workflows for campaigns based on user behaviours and email responses with pre-built templates.

 

Analytics

Track pages, identify sources, set goals with reports. Generate custom links for source tracking and insights into impactful channels.

Generates reports for email campaigns but website analytics are not available.

 

 

Marketing Planner

Set goals, plan campaigns, track progress, and collaborate seamlessly with detailed insights using the online planner, ensuring optimal budget control and successful marketing operations.

Doesn't offer distinct marketing planner. you can schedule campaigns. seek team approvals, and specify access for each team member

 

Lead Generation

Signup forms, Pop-up forms, and Landing pages

Does not offer landing pages and pop-up forms, but it does allow for the deployment of signup forms.

Ecommerce
  • Connect your ecommerce store with the platform and bring in contacts, revenue, product related information. The platform comes with a dedicated ecommerce dashboard, helps e-commerce brands sell better and engage faster over different channels.
  •  Has dedicated e-commerce email marketing automation capabilities, along with RFM (Recency, Frequency, Monetary) model for brands to analyse the customer group.
Can connect ecommerce store, and engage in email and SMS marketing for running promotional communications to ecommerce business contacts. It doesn't have RFM analysis.

Zoho Marketing Automation stands out for its comprehensive capabilities in product promotion. From robust contact management and marketing planning to precise ROI calculation and powerful web analytics with custom goal-setting, it offers a holistic suite. Unlike Zoho Campaigns, it extends its reach to include Lead Attribution, Website Tracking, Marketing Planner, Landing Pages, Workspace, Ecommerce Dashboard, Journey with path tracing capabilities, and 360 degree lead view. This expansive feature set positions Zoho Marketing Automation as the go-to solution for businesses seeking an all-encompassing approach to marketing strategy.  

If a business primarily wants to focus on just email and SMS marketing, then Zoho Campaigns can be a great option. However, if a business wants a more comprehensive marketing automation solution that covers multiple channels along with lead life cycle management, then they may need to check out Zoho Marketing Automation.




      • Sticky Posts

      • Marketer’s Space - Automating CRM Actions with Journeys – Part 2

        Hello marketers! Welcome back to another post in Marketer’s Space. In our previous post, we explored how CRM actions in Journeys help marketing and sales teams work together by nurturing CRM leads and pushing only engaged prospects back to sales. If you

      • Introducing automation and utility conversations in WhatsApp marketing

        We’re excited to announce the addition of two new features to our WhatsApp integration: Automation and Utility conversations. These enhancements will allow you to streamline your marketing efforts and engage with your customers more effectively by automating

      • Tip of the week 02 - The art of 'seeing' your leads

        What's the last page that your lead visited before signing up for your brand? What was the page that first convinced your lead to explore more about you? Where are your leads coming in from? Well, these are some perennial questions today's marketers live upon. And, knowing the answers to these questions is crucial, considering the vitality of leads in every business. In the journey of finding lead opportunities, it's important to understand that every detail about a lead is useful. While the channels

      • Zoho Marketing Automation Update: Topics, Contacts, and List Management

        At Zoho Marketing Automation, our highest priority is making it easier for you to use our product to accomplish your business goals. With that in mind, we are updating three of our pivotal features: Topic, Contacts, and List Management.   These existing

      • Important: Zoho MarketingHub is now Zoho Marketing Automation

        Hello Everyone,   We hope you all are doing well. We'd like to notify you that we have rebranded Zoho MarketingHub to Zoho Marketing Automation. We'll discontinue using the term "MarketingHub" from May 26, 2021. However, there will be no changes in the

        • Recent Topics

        • ADD CONDITIONS FOR FIELD IN ZOHO BOOKS TEMPLATE CUSTOMAZATION

          HELLO I WANT TO ADD CONDITIONS FOR FIELD IN ZOHO BOOKS TEMPLATE CUSTOMAZATION FOR SALES ORDER . I HAVE SET %StatusStamp% IF APPROVAL I WANT THAT TEXT TO BE DISPLAYED WITH GREEN COLOR OTHERWISE OF OTHERR STATUS RED COLOR AS SHOWN IN CODE BELOW . BUT IT

        • Accounting on the Go Series-55: Seamlessly Add New Vendors While Creating Transactions from Scanned Documents

          Hi there! We’ve made handling documents and vendors in Zoho Books even simpler. Now, when you upload a document and scan it, if the app detects a vendor that isn’t already in your organization, you don’t have to leave the page to add them manually. With

        • Accounting on the Go Series-57: Effortlessly Add and Manage Bank Accounts from the Zoho Books Mobile App

          Hi all, Great news for our users in the US and Canada! Managing your finances just got a whole lot easier. Zoho Books has always made it seamless to integrate bank accounts and fetch feeds automatically. Now, we’re taking it up a notch—directly from the

        • Accounting on the Go Series:58-Effortless Compliance: Download XML for Invoices & Credit Notes on Mobile

          Hi there! In Mexico, XML files are crucial for electronic invoicing and fulfilling SAT (Tax Administration Service) requirements. These files ensure your transactions are accurately recorded and tax-compliant. Now, you don’t need to rely on the web app

        • Auto Generated Invoice number YEAR

          Auto Generated Invoice number shows transaction year as 25 even though it's 24 still.

        • Books generiert keine valide XRechnung

          Hallo zusammen, ich möchte hier ein Problem ansprechen, das mir aktuell bei der Nutzung von Books erhebliche Schwierigkeiten bereitet, und hoffe auf Austausch oder Lösungsansätze von anderen Nutzern. Bei der Erstellung von XRechnungen mit Books treten

        • WHEN UPDATE ORGANIZATION INFO OLD INVOICES ALSO CHANGE INVOICING DATA

          Hi We have updated our tax information because we have become a company, up until now we were an individual. The problem is that when updating the data in the zoho books profile all the old invoices change their tax information as well. Is there a way

        • Invoice import error - duplicate customer name column - there are no duplicates

          It is not allowing the importing of any rows because of a duplicate customer name problem, but there are no duplicates in the custoemr name row. Has anyone dealt with this issue before?

        • [WEBINAR][Feb 2025] Automate your entire financial operations from receipts to reconciliation with Zoho Books & Zoho Expense integration

          Hello there, We are hosting a free, live webinar on the importance of travel and expense management solutions for businesses, and how Zoho Expense automatically syncs with Zoho Books to simplify your accounting even further. The webinar is on February

        • Customize Layout

          I am using "Customize Layot" for customize Quotation template but I try to add logo into the header by "%ScaledLogoImage%" code but dont add logo into header. what is problem?

        • Problem - cant add Users (i.e. Zoho one / CRM Users) to BCC or CC in email, i.e. Sales orders or Retainers

          I can go to zoho books email templates, and select any email template, and automatically include any Zoho One user, i.e. member of staff. However in the context of sending an email, it will not let us add a member of staff from the user list, instead

        • UK MTD ITSA

          UK Making Tax Digital for Income Tax I have had notice this is to apply from April 2026. What is Zoho doing about this? I will need to start planning to implement this in the next months so need an update as to what I will and will not be able to do in

        • Partial refunds

          I am trying to process refund for a one item invoice, however the refund is partial: i am getting this error while creating credit note, can anyone share some wisdom about this

        • Zoho Books Roadshows are back in the UAE!

          Hello there, Business owners and accounting professionals of the UAE, we’re coming to your cities! FTA accredited Zoho Books is now officially one of the Digital Tax Integrators in the UAE. With the newly launched direct VAT filing capabilities, we're

        • New user After moving over from QBO

          New user observations/suggestions. QBO took away a lot of features I was used to with the desktop version. Chaos ensued. Zoho Books has a lot of what I was used to and a bit more. Good deal Some things I have run into and suggest some upgrades. 1: The

        • Sole Trader - Financial Advisor (Appointed Representative) - Paid via Capital Account but no Invoicing...

          Hi. I'm about to venture into a new business after 12 months of intensive learning/exams. A little chuffed if I may say so especially at 52! I really like the look of ZoHo Books for my modest enterprise but I'm in need of some guidance, please. My services

        • Multi-Unit Inventory with Flexible Unit Selection (Purchase in One Unit, Sell in Another)

          We need multi-unit inventory management in Zoho Books with the flexibility to choose units (e.g., Box or Piece) at the time of purchase or sale. For example, if 1 Box = 10 Pieces, we should be able to record purchases in Boxes but sell either in Boxes

        • Disputed Purchase Invoices

          We have recently moved to Zoho Books from Sage. In Sage we were able to post a purchase/vendor invoice but mark it as on dispute. This would usually be a pricing query or if something was damaged. It would show in their ledger, so we could agree their

        • No TDS Deduction

          In some of our case, where we are reselling items at the same rate we purchased. In this scenario, Indian IT Law has a provision to request customer not to deduct TDS if the transaction value is same. TDS is paid by us (intermediary reseller) before we

        • CBSA - GST CHARGES on imports

          Hi there, We have a questions about landed cost categorization. We received a shipment from overseas. CBSA invoiced us for the GST on the items. Now we entered the CBSA-GST as a separate bill and attached it as landed cost to the main invoice based on

        • Zoho Books

          How do I manually insert opening balance?

        • Sales order & purchase order item links for item details

          This is fantastic for checking lots of things, I use it a lot. It would be great to see it extended to invoices & bills On another note, may as well throw in my favourite whinge ..... Wish you guys would get the PO receive differences sorted urgently,

        • Bank charges are applied. Please select a bank account.

          Hello, I'm trying to add bank charges to a customer payment, but I get the error message "Bank charges are applied. Please select a bank account." I found this old thread, where it says that I need to "select a Bank account for the 'Deposit To' dropdown

        • How to add receipts

          How to add receipts

        • Support for auto-upgrade in TrueSync (for Windows)

          WorkDrive TrueSync app now supports auto-upgrading to the latest version for Windows OS. You must manually download and install the TrueSync app version 3.4.0 to avail this feature. Download the latest TrueSync app for Windows (version 3.4.0) Supported

        • WorkDrive API Documentation

          WorkDrive provides users and developers an extensive set of APIs to help integrate functionalities of Zoho WorkDrive with other Zoho applications and third-party tools. We have published the official WorkDrive API Documentation page for all external users.

        • March 15, 2023: Zoho Docs is discontinued

          As of today (March 15, 2023) Zoho Docs is discontinued for all users. We would like to thank our customers for trusting us for so many years! Going forward, we're confident you'll enjoy using Zoho WorkDrive for all your advanced file management and collaboration

        • Introducing WorkDrive 4.0: Enhanced productivity. Advanced data administration. (Phase 1)

          Hello All, We're excited to share the release of WorkDrive 4.0, which includes important new features and enhancements focused primarily on productivity, secure collaboration, data administration, integrations, and user experience. Read the official announcement

        • External download link limit

          Can You please help us to understand this For Zoho WorkDrive external users, the download limit is a maximum of 5 GB total download size and a maximum of 50 first-level files and folders What is the meaning of first level? We are using these files in

        • Dynamically catching new file creations

          I have a team folder with many subfolders, and in those folders we add new documents all the time. I'd like to have a workflow or script to notify me (and then take other actions) when a file is added anywhere in that structure that ends in "summary.txt".

        • Rotate an Image in Workdrive Image Editor

          I don't know if I'm just missing something, but my team needs a way to rotate images in Workdrive and save them at that new orientation. For example one of our ground crew members will take photos of job sites vertically (9:16) on his phone and upload

        • Workflow workdrive rollout

          Hi! When will workflow be rolled out to all users? Thanks.

        • Creating and managing a Team Folder using WorkDrive TrueSync

          Hello everyone, Are you tired of constantly switching between your Desktop TrueSync app and the WorkDrive web app to create and manage Team Folders? We’ve made things easier for you. You can now create and manage Team Folders directly within the TrueSync

        • Edit images seamlessly with WorkDrive's built-in Image Editor

          Are you tired of switching between multiple tools just to make simple edits to your images? We understand the hassle, which is why Zoho WorkDrive now comes with a built-in image editing tool, powered by Zoho Annotator. This tool allows you to edit images

        • Supercharge your email workflow with WorkDrive's add-in for Microsoft Outlook

          Consider this: You’re handling a critical project, and your inbox is packed with important attachments, email threads, and client communications. The back-and-forth routine of downloading files to your computer, uploading them to WorkDrive, and manually

        • Secure and promote your content with Custom Watermarking

          Imagine this: You’re a professional photographer who regularly shares your work online with potential clients and collaborators. Recently, you notice that some of your images have been reposted without any credit or permission. This not only impacts your

        • Join us in Singapore for the Zoho WorkDrive User Group meetup!

          Hello, everyone! Exciting news! We'll be hosting an upcoming Zoho WorkDrive user group meetup in the beautiful city of Singapore this November. At this Zoho User Group meetup, we'll guide you through ways to use WorkDrive as a platform and build custom

        • WorkDrive TrueSync now supports ARM64-based Windows devices!

          We’re excited to announce that the Zoho WorkDrive TrueSync app now fully supports Windows devices with ARM64 architecture! Whether you're working on an ARM-based device or an x64 processor, you can now enjoy the same seamless file synchronization experience

        • Option to Disable Download for Documents Shared via Permalink

          Dear Zoho Writer Team, Currently, when sharing a Writer document using the regular permalink (Collaborators with external users), there is no option to restrict the ability to download the document. While the external share link allows such restrictions,

        • How to Download a File from Zoho WorkDrive Using a Public Link

          How to Download a File from Zoho WorkDrive Using a Public Link If you're working with Zoho WorkDrive and want to download a file using a public link, here's a simple method to do so using API or a basic script. This approach helps developers or teams

        • Next Page