Marketer's Space - Unveiling the top features in Zoho Marketing Automation

Marketer's Space - Unveiling the top features in Zoho Marketing Automation


Hello Marketers,
Zoho Marketing Automation enables you to generate high-quality leads, segment your customers for laser-focused targeting, automate workflows, and gain deep audience insights—all within a single platform. Let's explore the top five features that enable you to do all this without breaking a sweat. 

1. Diverse lead generation tools
Generating high-quality leads is fundamental for any business and ZMA equips you with the essential tools to capture them.
  • Signup forms: Create beautiful signup forms—compact, banner, or long—with an easy-to-use editor and capture the data you need.


  • Signup pop-ups: Design signup pop-ups, customize them with ZMA's built-in editor, preview them, set triggers, control their frequency, and assign relevant topics.

  • Landing pages: Build landing pages using ZMA's drag-and-drop editor, optimize them for SEO and mobile responsiveness, manage scripts and responses, and push your leads to CRM.


2. Multichannel communication
To reach your target audience effectively, it's vital to stay connected with them through the communication channels that they prefer and are most active in. ZMA integrates email, SMS, WhatsApp, social media, and websites into a single platform for seamless multichannel communication—saving you time and enabling you to focus on creating impactful content.


3. Advanced segmentation
Targeting the right audience with the right message is important for a successful campaign. ZMA enables you to create laser-focused segments which automatically update as you acquire new contacts, ensuring your campaigns always reach the right audience. There are two types of segmentation options inside ZMA:
  • Smart segmentation: Use an intuitive interface to segment your audience based on relevant contact data and behavior.
  • Advanced segmentation: Advanced segmentation has over 200 criteria types that you can use to create hyper-focused segments. You can also combine these criteria with AND/OR modifiers for maximum precision.


4. Drag-and-drop journeys

ZMA's "Journeys" feature simplifies complex workflows by enabling you to automate repetitive tasks. You can build journeys from scratch or use pre-designed templates for common marketing goals, like welcome series or lead nurturing sequences. You can also customize the pre-designed templates to suit your campaign needs, which not only saves you valuable time but also ensures a consistent experience for all your leads from the moment they enter your system to the moment they become loyal customers.


5. Real-time website analytics

Get valuable visitor insights with ZMA's Website Analytics dashboard, which provides metrics like the devices visitorsusetheir demographics, traffic sources, location data, and daily trends. Drill down further with detailed reports on behavior, acquisition channels, goal conversions, and smart URL tracking.

  • Behavior analysis: Analyze behavior on your website, like performance, unique visits, average time spent on the page, and bounce rates.

  • Acquisition analysis: Understand the source and channel through which your audience is visiting your pages andthe geographic locations of your visitors.

  • Goal tracking: Create goals for your website and response actions for when you achieve each goal.


  • Smart URL tracking: Create distinctive short URLs and QR codes that you can use in your product banners when conducting social events so visitors can scan and access your site. Keep track of visitor details, location stats, site performance by time, and more.

This is just a glimpse at the powerful features packed into Zoho Marketing Automation. In the coming weeks, we'll look into each feature in detail, explore its functionalities, and uncover strategies for making the best use of ZMA. Stay tuned to this space for more marketing insights!

Regards,
Pearlin Nitika
User Education | Zoho Marketing Automation 

    • Recent Topics

    • Introducing the all-new email parser!

      Greetings, We are pleased to introduce to you, a brand-new, upgraded version of the Zoho CRM Email Parser, which is packed with fresh features and has been completely redesigned to meet latest customers needs and their business requirements. On that note,
    • Tip #43 - Track, Review, and Analyze Your Assist Sessions with Reports-'Insider Insights'

      Did you know you can generate detailed reports for both remote support sessions and unattended access sessions in Zoho Assist? This makes it easy to monitor technician activity, measure efficiency, and review customer interactions. Let us now take a closer
    • Function #20: Custom calculation in item table of invoices

      When you create an invoice in Zoho Books, the 'Amount' of a line item is typically calculated as the product of the "Quantity" and the "Rate" of the item. For instance, if an item has a sales rate of $50 and a quantity of 5 is sold, then the amount would
    • 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
    • Simplified Call Logging

      Our organization would like to start logging calls in our CRM; however, with 13 fields that can't be removed, our team is finding it extremely cumbersome. For our use case, we only need to record that a call happened theirfor would only need the following
    • Sub form doesn't as formula field

      Is it possible to get formula field in sub form in futures?
    • Week date range in pivot table

      Hello, I need to create a report that breakouts the data by week.  I am using the pivot table report, and breaking out the date by week, however the date is displayed as 'Week 1 2014' format.  Is there anyway to get the actual dates in there? ex. 1/6/2014-1/12/2014 Thanks,
    • How do I get Status History data of my Projects?

      I want to build a table in Zoho Analytics that Groups by Date, when Projects entered a certain status. I cannot find Status History or any such useful data available in the Setup of my Data Source sync. Please advise how I can achieve this?
    • Is it possible to hide fields in a Subform?

      Since layout rules cannot be used with Subforms, is there another way, or is it even possible, to hide fields in a subform based on a picklist fields within said subform? For example, if the Service Provided is Internet, then I do not want to see the
    • Weekly Tips :Instantly find what you need with Attachment Viewer

      Your inbox must be packed with project emails, shared notes, and scattered attachments. You are looking for one specific file—a presentation slide or maybe a media clip from a team update—but don’t want to dig through endless email threads or switch between
    • Missing Zoho Desk integration option for form workflows

      According to the help page "Configure Zoho Desk integration in form workflows" we should be able to select Zoho Desk as an integration target but when I open the integrations list then Zoho Desk is not being listed in it. We are on the Premium plan which should already support Zoho Desk integrations.
    • Gantt for 2 or more projects

      Hello, I'm trying the free version of your produtc. It is veryyy good!!!! I don't know if in the Standard plan, I can overview a Gantt Graph for 2 or more Projects Milestone. This would be very helpfull for managing teams and taking decisions about who I will assign a task to. In the paid plan Do I have this possibility? Thank you.
    • Integrating a Zoho Project Gantt Chart into Reports

      Is is possible to integrate a Zoho Project Gantt Chart into a Zoho Report Dashboard. I am in the process of creating Project Status Dashboards for the projects that we track in Zoho Projects and I would like to incorporate the gantt chart within Reports.  Please let me know! Thanks
    • ZOHO BOOKS - EXCESSIVELY SLOW TODAY

      Dear Zoho Books This is not the first time but it seems to be 3 times per week now that the system is extremely slow. I work on Zoho Books 95% of my day so this is very frustrating. Zoho you need to do something about this. I have had my IT guy check
    • Gantt Chart - Zoho Analytics

      Are there any plans to add Gantt Charts capabilities to Zoho Analytics?
    • Displaying related quotes in sales order and back

      Hi, My colleague liked to see to which sales orders, the quote has been converted. Quote shows Invoices, but not SO. Same, they would like to see the quotes in the sales order, as they can see invoices, packages, shipment, How can we achieve this ? Thank
    • Tip of the Week #71–Auto-move incoming messages to the right inboxes with keywords

      We all know that customer-facing teams, especially your sales and support teams, can’t afford to miss even a single customer conversation. But sometimes, sales queries or support requests can easily get lost in a crowded inbox or even end up in the wrong
    • Clearing Fields using MACROS?

      How would I go about clearing a follow-up field date from my deals? Currently I cannot set the new value as an empty box.
    • Migrating a Zoho Forms form into Zoho Creator

      Hi, How can I migrate my Zoho Forms form into Zoho Creator? Thanks. Truly, Emad
    • Is there any way to recall an email sent using Zoho CRM?

      If an email is sent using Zoho Mail, there is a recall option/functionality that is available to the sender. Is there any way to recall an email if it was sent using Zoho CRM? I can't seem to find that option. Any help would be appreciated.
    • Problem with reports due to "Connected" items change - Yes this IS a problem

      Now that the change has been made to use "connected" items I can no longer run the reporting I need in CRM. I should be able to start with Deals as the parent, connect down to the Account (Account_Name) on the deal as the child, then to any child items
    • Introducing notifications in the vendor portal

      Imagine this: You're a recruiter working with multiple vendors on a high-volume hiring project. You’ve just updated a job description after a last-minute change from the hiring manager. One of your vendors, however, is still working off the older version
    • CRM limit reached: only 2 subforms can be created

      we recently stumbled upon a limit of 2 subforms per module. while we found a workaround on this occasion, only 2 subforms can be quite limiting in an enterprise setting. @Ishwarya SG I've read about imminent increase of other components (e.
    • LESS_THAN_MIN_OCCURANCE - code 2945

      Hi I'm trying to post a customer record to creator API and getting this error message. So cryptic. Can someone please help? Thanks Varun
    • Analytics for notes created

      Is there a way I can see how many notes were created per day? Via reporting or analytics?
    • 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
    • Cannot update Recurring_Activity on Tasks – RRULE not accepted

      Hello, I am trying to update Tasks in Zoho CRM to make them recurring yearly, but I cannot find the correct recurrence pattern or way to update the Recurring_Activity field via API or Deluge. I have tried: Sending a string like "RRULE:FREQ=YEARLY;INTERVAL=1"
    • Add image to report...

      Greetings, I send a weekly color coded report via Creator email. I would like to add the legend somewhere in the report. Header, footer where ever. I have the legend saved on Google Drive and can access it via shared link. Sure someone has wanted to add
    • More controls for User Fields in CRM

      Dear All, We are here with a minor but crucial enhancement to the user fields—now set accessibility permissions to the records for user field. User field allows you to extend co-ownership of records to your peers. You can collaborate with them for certain
    • Calls to accounts rather than leads or contacts?

      So..... We have a dilemma and I'm hoping someone has encountered this before and figured out a fix. We have just migrated to Zoho. It's great.....expect for how "Calls" are handled.... We are B2B. We do not use the leads module. A "Lead/Prospect" for
    • Image Upload Field | Zoho Canvas

      I'm working on making a custom view for one of our team's modules. It's an image upload field (Placement Photo) that would allow our sales reps to upload a picture of the house their working on. However, I don't see that field as a opinion when building
    • Power of Automation :: Automated 'Delayed & Closed' Status Update Based on Due Date

      Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
    • Lead Blueprint transition in custom list view

      Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailed
    • Range names in Zoho Sheet are BROKEN!

      Hi - you've pushed an update that has broken range names. A previously working spreadsheet now returns errors because the range names are not updating the values correctly. I've shared a video with the support desk to illustrate the problem. This spreadsheet
    • populate email address and name in zoho desk?

      Is it possible to populate the email address and name in the zoho desk widget? We only use it in the context of an authenticated user, so we already know the user's name and email. Thanks,
    • Are there default/pre-built dashboards in Zoho Desk?

      Hi, I am looking for some pre-built dashboard templates in Zoho Desk, similar to what we can find in CRM/Projects, etc Thank you
    • SAP S/4 HANA to CRM Integration - change the SAP Client ID

      Hi I am trying to push the business partners from SAP S/4 HANA to ZOHO CRM module. The SAP Client ID is 421 in my case....kindly let me know how do I specify the sap client because it's a dropdown with specific values as of now. Thanks Ravi Aswani
    • Staff rules

      Hi! Do you people know what are the default staff rules when a new booking is created? We have two staff members in my team (me as the admin, and my employee). As we share the same services, I'm wondering how Zoho will pick the staff for new apointments.
    • Adding branded signature to tickets reply

      Hi, i am unable to figure out how to add signatures with logo to tickets reply. please advice .
    • Zoho Mail Android app update: Manage folders

      Hello everyone! In the latest version(v2.9) of the Zoho Mail Android app update, we have brought in support for an option to manage folders. You can now create, edit, and delete folders from within the mobile app. You can also manage folders for the POP
    • Next Page