In a competitive market, clear goal-setting and seamless campaign execution are crucial for marketing and sales alignment. When integrated with Zoho CRM, Zoho Marketing Automation's Planner enables marketers to create, manage, and measure campaigns effectively with comprehensive reporting and goal tracking.
This post covers how to use ZMA's Planner to manage campaigns, track budgets, and view activities by stages via the Kanban board. You'll also learn to track ROI with reports, set goals, and view contacts segmented by CRM insights in the Contacts tab.
Adding activities to ZMA's Planner online and offline
ZMA's Planner bridges the gap between digital and traditional marketing campaigns by enabling you to add and manage activities across multiple channels.
Digital activities
You can associate existing email campaigns or create new ones within the Planner. For instance, a marketer can configure an email campaign promoting a new product and track its engagement metrics. Similarly, they can add, configure, and directly monitor SMS campaigns.
Offline activities
Add activities like trade shows, events, or print ads to give marketers the flexibility to manage all campaigns in one place, including generating shareable short URLs and downloadable QR codes for use in physical stores.
Let's look at an example to see how adding activities to Planner works.
Let's say you're a marketer planning a product launch campaign targeting sales qualified leads (SQLs). Using ZMA's Planner, you create an email campaign and configure it directly, as well as track link clicks and email engagement metrics to gauge interest levels. One of your sales executives uses the Planner's contact filters to identify SQLs who have interacted with your campaign and then personalizes follow-ups to close deals faster.
Tracking progress with the Kanban board
The Planner's Kanban board visualizes campaign progress under stages like the following:
- Ideating
- Yet to start
- In progress
- Scheduled
- Completed
You can also add custom stages to suit your campaign needs.
Why is this valuable to marketing and sales teams?
This segmentation ensures that campaigns are on schedule, providing clarity for both marketing and sales teams. For example, if a campaign is “In Progress,” the sales team knows when to prepare for lead engagement.
The Budget tab: Monitoring campaign finances
The Budget tab is vital for tracking the following:
- Total budget
- Total expense
- Acquired leads
- Cost per acquisition
It also provides insights through views that cover budget split, expense split, budget versus expenses, and detailed breakdowns of how budgets and expenses are distributed.
Setting goals with CRM data
ZMA's Planner enables you to define goals using metrics like the following:
- MQL to SQL conversion rat
- Count of SQLs, MQLs, and raw leads generated
- Lead count by stage
- Average lead score and location
- Count of leads that have moved up a stage
- Email engagement and leads engaged via Planner
- Website visits by source, referral URL, location, and type (new or returning)
- Organic and social website visit count
- Website engagement metrics, including page views and visit types
It also includes CRM-related goal metrics like the following:
- Leads closed (won or lost)
- SQL to Closed Won conversion rate
You can also drill down into categories and set numerical targets for granular tracking. These insights provide a comprehensive view of marketing performance and help align efforts with sales goals.
Let's say you've set a goal to achieve 100 closed-won deals in Q4. Using the Planner, you track your count of closed-won leads and align your marketing activities to support this target. With CRM data integrated, you can ensure your campaigns focus on high-quality leads and help both marketing and sales teams stay aligned and meet their shared goals effectively.
The Reports tab: Actionable insights for ROI
The Reports tab consolidates key metrics, such as the following:
- Existing leads reached and leads engaged (also shows how many contacts have achieved your plan's primary goal.)
- Revenue and deals stats: Revenue generated and deals closed won
- Expense and ROI stats: Campaign expense, ROI, and Channel-Wise ROI.
- Website and location stats: Consolidated views of website visits by region.
For example, let's say you review reports to evaluate the success of your campaigns. For example, the Channel-Wise ROI report helps you identify which marketing channels delivered the highest returns and therefore serves as a guide for your future budget allocations.
Contact engagement with ZMA's Planner
The Contacts tab shows engagement at every level:
- Leads reached
- Leads engaged
- Contacts closed with won deals
You can also create a contact segment within the Planner by selecting the "Segment Filter" icon.
Let's say your sales executive uses the Contacts tab to filter for “leads engaged” and focuses on SQLs who've interacted with the campaigns. This enables them to prioritize warm leads and boost conversion rates.
The integration with Zoho CRM enhances the Planner by providing valuable insights that enable marketers to set precise goals and track performance effectively. It bridges the gap between marketing and sales, ensuring both teams are aligned and focused on shared objectives. With access to detailed metrics, marketers can craft more impactful campaigns while the sales team benefits from higher-quality leads and actionable insights that help close deals efficiently.
Stay tuned for more posts on ZMA's Zoho CRM integration. Until then, happy marketing!
Regards,
Pearlin Nitika
User Education | Zoho Marketing Automation
Recent Topics
Can you please let us know how we can use Zoho for multi store?
Hello Team, Can you please let us know how we can use Zoho for multi store because when we connect our plugin to Zoho and we create a product and then on another store when we create product with same name then product already exist error occurs, so how
I am unable to receive email but can send email and if replied on the same thread can receive.
Hello, I am unable to receive emails at all. Tried with gmail and other emails also. But if I send email first and then the person replies on the same thread, I can receive it successfully. I guess my MX records all are good, did what was recommended
Display CRM account field on Zoho Desk Ticket
I have linked a custom CRM Account field for "Customer Care Lead Advisor" with Zoho Desk Accounts. I know the data has synced correctly as I am using this field for some automations based on this lead advisor field. When viewing a ticket that is linked
Zoho emails not sent stuck in processing
As in the image below the emails sent are stuck in processing mode
is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?
so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign
zohomail - sending faxes via email using thexxxxxx@faxage.com format
anyone doing this? zohomail - sending faxes via email using thexxxxxx@faxage.com format we do every so often send faxes using faxage.com
Open a popup window from inside Record A and stay on the record after saving Record B
Hello community, Perhaps you can help me with the following topic. I have a form A with a decision box. When this decision box is checked, a form B pops up. Once Form B is saved, I need to stay on Form A to continue entering data. I've observed the following
DKIM record Missing
zoho says 'DKIM record missing' at the zohomail spf and dkim validation page. dkim record is most certainly in the wix dns settings. anyone had this issue?
Task Permissions
Is there anyway to have some tasks restricted to view just by the owner or creator?
Zoho CRM Forecast - Exclude certain Deals
We have our forecast and we use it for team forecast/targets/attainment. It works great for that. However, occassionally we have to offer Deals that are non-revenue generating, but are tracked in our CRM. They still have revenue tied to them, but our
Merge Items
Is there a work around for merging items? We currently have three names for one item, all have had a transaction associated so there is no deleting (just deactivating, which doesn't really help. It still appears so people are continuing to use it). I also can't assign inventory tracking to items used in past transactions, which I don't understand, this is an important feature moving forward.. It would be nice to merge into one item and be able to track inventory. Let me know if this is possible.
Can't click 'Read More' button in Message module in Zoho CRM
I can't click the 'Read More' button because it is covered by image name like this but it is covered like this please fix it since it is really really crucial https://crm.zoho.com/crm/org856669456/tab/Messages/6335480000033403311
No Teamspace found in CRM Sandbox
I created a new Sandbox and selected a custom Module I have admin role but still when I open the sandbox I get this, how can I resolve this
Date Transfer Issue: Zapier to Zoho CRM Formatting Problem
Hi there, I am trying to transfer a date field from Zapier to Zoho CRM. I have tried several date formats, including using Zapier’s Formatter tool, but the data is rejected. What exact date format does Zoho CRM expect, and how can I correctly reformat
Efficient way to get a list of records like Notes under Leads that changed in last N minutes
Hi, I am writing a process to consume the Zoho Leads and put it in an internal system. For Leads, Accounts and Contacts, the getRepords with lastModifiedTime works great as I can call the API to get only the updated records say in last 30 minutes. However
How to create a contract using Zoho Contracts API and have the systemStatus directly assigned as "Active"?
Hi Team, How do I create a contract using Zoho Contracts API and have the systemStatus directly assigned as "Active" instead of "Draft"? Currently, I'm able to create a contract but the systemStatus is "draft". Kindly help.
Search function in Zoho Sheet mobil app on android - not working
Hello, Im new here and registered for Zoho Sheet. Than i installed the android mobile app on my tablet (redmi note pro 5g). But I cant use the search function for my added excel table. When I use the web version for zoho sheet with the same imported table
Feature Request - Insert URL Links in Folders
I would love to see the ability to create simple URL links with titles in WorkDrive. or perhaps a WorkDrive extension to allow it. Example use case: A team is working on a project and there is project folder in WordDrive. The team uses LucidChart to create
onDuty Request approval from API
use case We have custom CRM modules and meeting devices where a user can add meeting details We are pushing these details to People using onDuty Request API Now what we want is If the onDuty request is pushed using API, it should be auto approved i-e
Zoho Creator HTML Page
Hello Team, I have a query related to the HTML page I created in Zoho Creator. I would like to apply some filters on this page without passing them through URL parameters. Could someone please guide me on how this can be achieved? Thanks & Regards, Piyush
Impossible de créer une adresse e-mail : licence déjà utilisée mais aucun utilisateur visible
Bonjour, Je suis abonné à Zoho Mail Lite avec 1 utilisateur (abonnement actif), mais je ne peux pas créer mon adresse pro contact@joasavon.com . Le système indique « Limite maximale de licence utilisateur atteinte », alors que je n'ai qu'un seul utilisateur
Creating email schedules with custom filters for Pivot/Summary Reports in Zoho Analytics
Hi Zoho, I have a Weekly Inventory Report that I'd like to send out to various vendors. Is it possible to create an email schedule for each vendor with customized filtering at the scheduling level? Currently, we generate two pre-filtered reports (copies
Marketing Automation Emails Going to Spam
Google is trapping all the marketing automation emails in spam. My domain has a perfect reputation and it looks like Zoho has a low reputation which is sending it to spam. When I pull the email out of spam and click on a link in the email, I get this
Zoho Learn & Zoho Connect
Hi, Is there a way to sync the knowledge base we have in Zoho Learn with the manuals section is Zoho Connect? Thanks,
Repeat script N number of time with some incrementation
Hi, I have a script I want to repeat a certain number of time, depending on a value from a variable NumberOfDelivery, and at a certain frequency depending on a variable DaysBetween (wich would afect my addday function on the last line). Here is the basic
Zoho Analytics API Call With Pagination
Hi, I have fetched data successfully from zoho analytics using https://analyticsapi.zoho.com/restapi/v2/workspaces/<workspace_id>/views/<view_id>/data? with a thrid-party tool postman. But i wanna know if i can use pagination with this api, like can i
MArking as NOT SPAM
I have just been checkign my SPAM folder and it seems that markign mails as NOT SPAM makes them disappear. I cannot find them in my mailbox with a search.
Zoho Finance Issue in Deals (ZOHO CRM)
I create almost all estimates/Invoi in Zoho Finance when I convert a lead into a deal or a contact into a deal. But in the Deals section, when I click on any person’s deal, I don’t see the estimations or invoicing from Zoho Finance at the end. May I know
Introducing Image Upload Field
Hello everyone, In this post we will discuss about the benefits and usage of the Image upload field. The field is available for standard and custom modules. Usage: This field can be used to upload a gallery of images to a record and share the record with peers or customers. The record can be made accessible to users outside of Zoho CRM via Portals, where they can upload the necessary images. Preview, editing, and deleting images: The uploaded images can be directly edited and saved from the record
Assistance Required for Fetching Custom Subform Data in Zoho CRM Widget
Hi Team, I am facing an issue with my Zoho CRM Widget. In the Quotes module, there are two Subforms — one is a predefined Subform, and the other is a custom Subform that we have created. In the Inspect console of my widget, I am only able to see the predefined
Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each other
Dynamic user applications for CPQ?
Hi, I've been enjoying getting to know CPQ, the Product Configurator and Price Rules components have been very useful, albeit with some issues. I have noticed that I don't have the power to decide which level of sales staff has permissions when it comes
Max limit reached on Web Tabs for Zoho Projects
Hello, ByWater manages between 50-60 projects at a time, and we have been heavily utilizing the Web Tab feature. However, we just hit our maximum limit reached for web tabs. The main thing we use Web Tabs for is sharing a Google document with our partners
Join our World Password and Passkey Day expert Q&A 2025
Hey everyone! World Password and Passkey Day is almost here, and there's no better time to talk about something we all rely on daily—secure authentication. Did you know that a staggering 60% of hacking-related breaches are tied to weak or stolen passwords?
Global "Search" in FSM
I'm missing the global Search function like in CRM. This should save us a lot of time. We don't now upfront if the customer is a Contact or a Company. So now we have to guess in what module to start a search/filter. Also looking up an address, phone number,
inventory template
is it possible to implement if condition within inventory template?
Sending possible. Receiving not possible.
We are not receiving mail in our company email. Could you please solve this. It has been recurring and I want it to be resolved once and for all. Please help.
How to find the number of companies within contacts
I'm trying to track our database growth and want to find out how many companies we have in our database. is there an easy way to do this? Moderation Update: I'm locking this post, as we have an ongoing discussions in this linked post. You can follow the
Want to setup automation
I would like to send mail automatically after 7 days when stage is approved using Bigin Automation. Can you guide. I tried and attached the screenshot but it seems to be not working well.
Generate a Zoho Sign link
From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.
Next Page