Plan your marketing projects as drafts in Zoho Marketing Plus

Hey everyone,

We've introduced a new option that enables you to draft your marketing projects and plan all of your marketing activities before your team starts working on them.

Who can create drafts?

Any user with access to marketing projects can create a project and save it as a draft. The activities you can create depend on your organization's module-level permissions.

The importance of creating drafts

Every marketing campaign that you work on will have a specific goal or objective, such as increasing brand awareness, generating leads, nurturing them, and so on, depending on your business requirements. As marketers, how do you come up with a plan?

You might jot them down on your notepad, log them in a spreadsheet, discuss them in a group chat, or use various other tools just to lay down a roadmap. These methods make it difficult to visualize your complete plan, allocate the right resources, collaborate, and start working on them.

The ability to draft a marketing project before launching it serves to solve that problem. You can start by planning various marketing activities and assigning them to the appropriate team members. Once all the marketing activities are planned, you can see a complete timeline of how and when these marketing activities should be executed, who owns those activities, and the various tasks that are associated with those activities. You can also start adding the required resources for the marketing project.

Once the planning is done, you can go ahead and mark the project as ready.

This will set the marketing project as active, upon which time all the owners of various marketing activities will be notified. This unites the planning, collaboration, and execution of your marketing activities in one place: the brand studio.

Refer to our help document to learn more about creating drafts in Marketing Plus.

We hope you find this useful. Try it out and share your feedback in the comments below.

Kind regards,

The Marketing Plus Team

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Topic Participants
Arun Kumar V

Sticky Posts
Introducing Budget Board in Zoho Marketing Plus
Hey everyone, Marketing Plus enables marketers to collaborate more effectively and manage their marketing efforts, from campaign planning to execution to performance measurement—all on one platform. One of the most challenging yet critical tasks for marketing
The deprecation of Facebook Groups in Social for Zoho Marketing Plus
Hey everyone, With the introduction of v19.0, Facebook recently announced the deprecation of the Facebook Groups API. For this reason, Zoho Social in Zoho Marketing Plus will no longer support publishing posts in your Facebook Groups starting on April
Refer Zoho Marketing Plus to your friends and earn rewards!
Hey everyone, We would like to thank you from the bottom of our heart for subscribing to Zoho Marketing Plus. Now you have the opportunity to refer Zoho Marketing Plus to your friends or family members who are looking for a suitable solution to empower
Social in Marketing Plus now supports TikTok, Instagram Stories and Reels, and YouTube Shorts
Hey everyone, We are excited to inform you that Social 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 TikTok Connect
Introducing new add-ons to Backstage in Zoho Marketing Plus
Hey everyone, We've introduced a few changes to the add-ons for Backstage in Zoho Marketing Plus. Previously, Zoho Marketing Plus users could purchase enterprise event add-ons. This provided access to all the enterprise features of Backstage. Instead,