Your email marketing automation with Campaigns just got better!

Your email marketing automation with Campaigns just got better!

Campaigns in Zoho CRM Plus has a brand-new approach to automating your email marketing routines. We bring to you an easy "Drag-and-drop" interface to create email workflows. This allows you to add flexibility to your email marketing automation by providing you with multiple trigger, process and action options for use in your workflows–all through a simple drag-and-drop workflow builder. 
 
In addition to the new drag-and-drop interface, Campaigns now also has a range of pre-made email automation templates for eCommerce, user onboarding, lead nurturing, re-engagement and customer retention.
 
Why use drag-and-drop workflows? 
 
The conditional workflows currently in place can help you automate certain actions, like email notifications, and task and field updates once specified conditions have been met. 
 
Workflow triggers 
The new drag-and-drop interface opens up many more trigger options for you to use in your email workflows. Notably, your leads and contacts no longer need to be part of an already configured email list to initiate an email workflow. With the new update, you can now initiate an email workflow not just when a contact is added to a mailing list but also say when someone fills in and submits a form or when a customer opens your email or when you update a field in your customers' record. 

Workflow actions
 
The drag-and-drop interface also comes with multiple actions that your email workflow can now perform. You can now not just send a particular email when a trigger is met but also choose from our list:
 
Form submissions: Customers signing up for your business via websites and promotion emails
Email actions: When customers open/respond to your business emails
Field updates: When you update any field on the customers' record page
 
You can also select the series of actions that follow a trigger. This could be sending a follow-up email for customers who made a purchase, perform beta tests on customer emails, update certain fields in CRM, create tasks, and push leads to CRM. 
 
Choose how you want to end your workflows 
​
You can also choose how you want to end your workflows, with actions like 
 
1. Push to CRM which would push the lead to your CRM when the marketing team is done with pursuing them, 
2. Add to/remove from list when you want a lead to be moved to a segmented list
3. Update fields to update specific fields in your CRM records by the end of a workflow. For example, changing your lead status to "Contacted" when you have finished pursuing a lead. 
 
What the new update means for your sales teams

If a customer opens an email, you can trigger a workflow to push that customer as a lead into your CRM for your sales team to follow up. After being nurtured by a marketing email series, your sales teams have a great opportunity to directly reach out to these prime leads to close deals and even turn them into returning customers. 

Pre-defined workflow templates:
 
Our addition of pre-defined templates has made work easier for marketers by letting them pick from a selection of pre-created email workflow templates. You can pick templates from a variety of useful categories: welcome and onboarding, lead nurture series, re-engagement, customer retention, and ecommerce. Marketers can now easily build their marketing strategy, which not only reduces the time and effort spent on manually creating their workflows, but also allowing you to focus more on your customers with well-timed and personalized targeted emails. 
 
Ecommerce workflow template
 
Ecommerce is one of our many all-new email workflow template options, equipped with workflows designed for ecommerce-related email marketing campaigns. 
 
With the Ecommerce template, you can now connect your online store (using Zoho Commerce or Shopify) with Campaigns and maximize workflows for complex or simple ecommerce-related email marketing. 
 
Here are some of the ecommerce workflow templates you can implement for your online store: 
 
Simple abandonment: A email series of reminder messages to your customers/contacts to help them complete their purchase on your website. 
 
Advanced abandonment: An email series of activity-based reminder messages to your customers to help them complete their purchase on your website. 
 
Purchase follow-up: Personalized follow-up emails to your customers a few days after their purchase. 
 
Here's how the new update can help improve your marketing and sales operations:
 
Let's say that Zylker, an online store, is planning a holiday email marketing campaign series. They want to target different customers with different emails based on the products they've purchased in order to maximize their year-end holiday sale. 
 
a) Zylker discovers that visitors on their online store are frequently adding items to their shopping carts, but leaving before checking out.
 
A customer leaving your website with an abandoned cart tells you that you're close to winning that deal. Abandoned carts are a perfect use-case to bring in the ecommerce workflow template to help Zylker turn them into profitable sales. 
 
Zylker's marketing teams decide to trigger an simple abandonment email series workflow that offers perks like free delivery and discount codes to customers who haven't completed checkout. 
 
b) The marketing team of Zylker now wants to target customers who have purchased Halloween products and initiate a follow-up email workflow. Customers making a purchase in a specific product category (Halloween products in this case), could trigger a workflow to send a targeted follow-up email. 
 
With the new drag-and-drop workflows, the Zylker marketing teams can also set up a trigger for a reminder email series to send to contacts who haven't opened the first email. 


 
c) In addition, Zylker's marketing teams can also set up a re-engagement series workflow for rekindling the interest of unresponsive contacts. 

         
Besides the pre-made email workflow templates, you can also create custom email workflow templates catering to your business needs.  

Here's a checklist to create custom email workflow templates in Campaigns
 
1. Define a trigger to pull your contacts into the flow 
2. Merge different process components and define a series of actions
3. Conclude the path using end-of-workflow elements
 
Refer to our online guide to know more about workflow automation. 
 
Other updates:  

A new set of emojis: Accessorize your email subject lines with fun and attention-grabbing emojis to capture your reader's interest.      

Hope you found this post useful. We will be happy to hear from you. Please do try our new email workflows and let us know what you think in the comments section below.
 
 
 
 




    • Sticky Posts

    • Zoho CRM Plus in 2023: Let's rewind

      Hey everyone, There's something about December that makes us want to sit back and remember all the wonderful moments, as we get ready for the New Year, 2024! (Psst! We are also turning 10—yay!) This year, CRM Plus had a lot of wonderful updates, taking

    • The CX Workshops are back in 2023!

      Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we've

    • Refer Zoho CRM Plus to your friends and earn rewards!

      Hey everyone,   We'd like to thank you from the bottom of our hearts for continuing to be our esteemed customers. Now you have the opportunity to refer Zoho CRM Plus to your friends or family members who are looking for a suitable solution to enhance

    • Social in CRM Plus now supports TikTok, Instagram Stories and Reels, and YouTube Shorts

      Hey everyone,   We are excited to inform you that Social in CRM Plus now allows you to publish on TikTok! We've also updated it to let you create Instagram Stories and Reels, as well as YouTube Shorts. Here's a brief about the updates.  Publishing on

    • Unified telephony in Zoho CRM Plus

      In any business, managing calls with the prospects or customers is an integral part of a salesperson or a support agent's daily life. They have access to information about the customers within Zoho CRM, and they also use a suitable PBX service to communicate

    • Recent Topics

    • Fixed assets recording

      Hello there, I recorded a bill for a vendor contain (Computer) so the PC is a fixed assets, do I need to do a manual journal to include this PC under the fixed assets category (furniture & equipment)? If yes, please take me through the manual journal

    • [New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool

      [Update | New series] We've started publishing a series of posts on Kiosk Studio. It's called Kiosk Studio Sessions and you can check out the first one here! [Update | 15 Oct} Session #2 is live! This one will look at how to create a kiosk for your call

    • Multi-Select lookup field has reached its maximum??

      Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?

    • Kaizen #168 - Incremental Authorization

      Welcome to this week's post in the Kaizen series. In this post, we will discuss Incremental Authorization. What is Incremental Authorization? Incremental Authorization is an OAuth strategy that allows a client to request specific authorization scopes

    • Zoho Analytics Pivot Table - How to compare month vs last year same month

      Hi, I had created a pivot table with setup as below: Column: - Delivery Date Row: - Customer Group Data as column - Total amount (sum > normal) (show data of the month) - Total amount (sum > % difference from previous value) (compare between this month

    • Configure Notes Title for Blueprint Transition

      It'd be very helpful to be able to configure note titles on blueprint transitions when requiring notes. This would help tie back the history of notes to the blueprint actions. We have some approval processes in our blueprint and require notes for the

    • An update to improve email delivery | Email Authentication & Relay

      Dear Zoho Recruit Community, We hope this message finds you well. This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Recruit account. Effective 31st December, 2024, emails sent using email

    • Stop adding Default ID column to xls exports

      When anything is exported to xls, Zoho adds a column with an ID.  WE DO NOT WANT THIS COLUMN.  We use an automated report to a team.  We have our own tracking number.  1. This makes the report messy, it just pushes OUR data off to the right.  2. We have

    • Automation#25: Move Tickets to Unassigned When the Owner Is Offline

      Hello Everyone, Welcome to this week's Community Series! 'Tis the holiday season—a time when work often takes a brief pause. The holiday spirit is in full swing at Zylker Techfix too, with employees taking some well-deserved time off. During this period,

    • Zoho cases and remote work api

      How to use zoho cases listing api? When i try to hit the endpoint specified in the docs , i get the error : the page you are looking for does not exist with a 401.

    • Calendly does not show scheduled Meetings

      I use Calendly as my standard booking tool, but no matter what I am doing, Calendly shows any appointment as free (when in fact there already is an appointment in CRM Calendar or Zoho Calendar). Drives me nuts - cannot go away from Calendly due to various

    • Delete Field that is used in a Zoho Flow connection

      I'm trying to delete a Field used in a Webhook created by Zoho Flow with CRM Connection and i get the following alert: When going to the alert i get to the following issue, can't edit it since its been deployed by a pluggin But yes i have here the prompted

    • I want the currency in my account to be Mexican pesos.

      Hello, I am a Mexican citizen and live in Ukraine. When I registered to your system, it was seen that I was from Ukraine, so the default currency is Euro. This is causing me a problem. Please change the standard currency in my account to Mexican Pes

    • Directly Edit, Filter, and Sort Subforms on the Details Page

      Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

    • Year-End Wrap: Don't rewrite - Switch to Email Templates

      As we're half-way through December, now is the perfect time to start sending out festive greetings. Whether it is to your clients or your team, it is important that every mail is tailored to the recipient and feels genuine, which allows you to make better

    • Elevating Email Security on Zoho Desk: DKIM Now Mandatory

      Hello Zoho Desk Users! It has been a wonderful journey with you on Zoho Desk. As we prepare to welcome 2025, we are strengthening our efforts to ensure a secure and seamless experience for you. To enhance email security, DKIM configuration will be mandatory

    • How to view shared mailbox in Outlook

      How to view shared mailbox in Outlook or in another software

    • Clear String field based on the value of other field

      Hello everyone, We would like to be able to clear a string field (delete whatever has been written and make it empty) when another field (picklist) is changed to a specific value. While I can empty other types of fields, I noticed that I can't do this

    • Necesito el código ZB para mi cuenta

      Hice cambio de servidor y no encuentro el codigo unico de cname.

    • Privacy error

      Privacy error on Chrome for all embedded forms and reports, this is a huge issue: "Your connection is not private Attackers might be trying to steal your information from creator.zohopublic.com (for example, passwords, messages, or credit cards). NET::ERR_CERT_COMMON_NAME_INVALID"

    • Email with attachments saving attachments into Zoho CRM from Zoho Mail

      Hi, I get a lot of emails from prospective clients asking if we would bid their project. Those projects usually have many documents associated with them that I link to.  I would like to have those documents be saved as an attachment in my Potential or Contact or Account. I don't see a way to do that that isn't multi-step. As of now I do the following: 1.) Open email 2.) If email sender isn't in my Zoho CRM database I enter them creating a Potential 3.) I download the attachment and save it to a different

    • Bug - OTP (email) and No Duplicates

      Scenario: Form with an email field, Validation: "No Duplicates" (because I want to ensure 1 entry per email). Embedded form into website (JS option). Enabled email based OTP. 1st test (via my website) - entered my email address - sent OTP - entered pin,

    • Customise Search Bar in CRM

      Is there a way to customise this search bar in the CRM to add fields?

    • Counting downloads of a file

      Hello Could anyone help me, I would like to use a custom script to count how many times a file contained in a record has been downloaded. Is that something that is possible in Creator? Thanks Estelle

    • Is there any way to prevent emails from being sent from zoho crm without pressing email opt out?

      When I left my desk yesterday I excitedly thought I had fixed my problem, by making use of the "Inactive" field ... However after contacting the support chat, they have advised to stop emails being sent I need to update the "Email Opt Out" field - which

    • New Search Function

      Hey Team, The search function updated in our CRM about a week ago, so I assume it was an automated update across Zoho. It no longer displays leads/deals etc in Chronological order so that the most recently created or updated is the first to display which

    • New permissions for accessing emails sent via Zoho CRM

      Last modified on Nov 4, 2024: Permissions for accessing emails sent via Zoho CRM have now been extended to the IN DC. With this rollout, the feature is now available to all users across all DCs. Resources: Data sharing for emails, Configuring email compose

    • Mind Mapping

      Will Zoho consider a mind mapping application? I have seen some discussions that are some 10 years old. What is the status now?

    • 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

    • Unable to send emails

      I have this email parth@mrcolumbus.in, but I couldnt send outgoing email. Can you please help?

    • Request for Alerts on Workflow and Function Changes.

      I want to get an alert whenever a new workflow or function is added or an existing workflow or function is edited. Is there any way to do that? I need to log all changes whenever updates are made or new ones are added.

    • Overwrite Option for custom modules

      Hi Team, I noticed that the overwrite option is unavailable in Zoho Books when importing data for custom modules. This limitation makes it challenging to bulk update old data, as the only option is the 'bulk update' feature, which is restricted to 25

    • Transfer Amount from One Vendor to Another Vendor

      One of the vendors, who has a balance with us, has closed the business and has started a new business; Now he wants me to transfer the outstanding from the old account to the new Vendor Account. I am trying to do this using Payment Settlement a/c, But

    • Been getting this error, every now and then "Get count limit exceeded, please try again after 3 mins"

      it is really annoying.

    • How to make Branch compulsory in Zoho Books invoice?

      How I make Branches compulsory in Zoho Books invoice?

    • Regarding GST Report Issue in Zoho Books

      Hi, Right now, the very important point from my end is this Zoho Books issue. Here, you can see that we have created the invoice with the items of account sales and expenses. The journal is also correct. The profit and Loss statement is also correct.

    • Function #57: Automatically group items in invoices based on categories

      Hello everyone, and welcome back to our series! As a business expands and new product lines are launched, it becomes important to organize the items for better inventory management. The Category field in Zoho Books helps here by allowing you to add and

    • Fixed asset management

      I want to know if there is any individual module for fixed assets management

    • Suppress "spreadsheet will not be saved" message on published sheet

      I have published a sheet and have one column on that sheet that the user can edit (a dropdown picklist where the user can select the status for each line). Is there a way to suppress the Zoho Sheet message "Any changes made to this published spreadsheet

    • Zoho Forms Unable to Save Account Numbers with a Leading Zero

      We are using Zoho Forms to for rental applications. It is working well, except for one thing:  when a user enters their bank account information, and that account number actually starts with a ZERO (like 00123456) the Zoho form will return the value without

    • Next Page