Identify, Qualify and Retarget Potential Leads Using Zoho SalesIQ & Campaigns

Identify, Qualify and Retarget Potential Leads Using Zoho SalesIQ & Campaigns

Finding the right leads can often feel like guesswork. Because not all your website visitors are worth targeting — some may just be browsing, while others may have landed in there by accident. So how do you filter out the noise and focus on those who actually matter?

While SalesIQ offers many ways to narrow down your best prospects, today let's explore the combined power of Zoho SalesIQ and Campaigns. With these two products working together, identifying and qualifying leads becomes a lot more structured and automated. If you're a SalesIQ user who also uses Campaigns to target leads, this post is for you!


Phase 1: Spotting potential leads

For any business, identifying a lead starts with understanding visitor behavior.
Let’s say someone visits your website more than 10 times and has also conversed with your operators a few times regarding certain offers and products you offer. That’s not just random browsing — it’s a sign of interest. Based on that visitor's behaviour, they are definitely interested in what you have to offer but hesitant to take action. With a little push, these visitors or potentials can be easily converted to customers. 
  • With SalesIQ Triggers, you can automatically identify these potentials. 
  • Set up a trigger with the Number of visits and Number of past chats criteria to identify these potentials.
  • You can set up in the trigger for the details (name and email) of these potentials to be directly added to your Zoho Campaigns mailing list.
Info
Note: This trigger will work only when the visitor's name and email is identified by SalesIQ using past chats, webforms, etc.


Phase 2: Moving from interested to qualified

Once you've added these potential leads to your Campaigns list, it’s time to target them to push sales.
  • Send a targeted campaign to these potentials with their interested products and services.
  • Here’s the trick: generate a unique tracking URL (identifier link) in SalesIQ with the campaigns integration and use that in your campaign mailer’s CTA button (for example: “Browse Now" or “Learn More”).
  • When they click through and land on your website via the campaign email, SalesIQ will recognize them — because now they’re a known visitor. 
At this point, you’re not just guessing anymore. These are leads who’ve shown consistent interest and responded to your outreach. That’s a qualified lead.


Phase 3 - Retarget qualified leads with another niche campaign

Now, you can send another niche campaign to only your qualified your leads i.e. only the leads who came back to your site from the previous campaign click. 
  • Set up another trigger with the previous Zoho Campaign name as the Audience criteria.
  • You can set up in the trigger for these leads to be added to another, separate Zoho Campaigns mailing list.
  • Send another focused email to your qualified leads alone using Zoho Campaigns.
Idea
Bonus: You can also choose to push the information of your qualified leads directly into Zoho CRM for follow-up and progress them through the sales pipeline.

What else can you do next? 

Apart from sending another niche campaign and pushing their details to CRM, you have other options too to reengage your qualified leads.
  • Set up another trigger: Route them to a live operator using another SalesIQ trigger to engage them instantly and help them with what they need.
  • Engage with a chatbot: Or, even use a SalesIQ chatbot to engage them, gather more context, and route the conversation accordingly — either to an operator or CRM.
These are just a few ways to bring automation and clarity to your lead generation process. 

Stay tuned for our next post where we’ll show you how to set up a SalesIQ bot specifically for campaign-driven leads. 

Warm regards,
Hameetha
Zoho SalesIQ

    Nederlandse Hulpbronnen


      • Recent Topics

      • Unable to copy into a new document

        Whe I create a new Writer doc and attemp to copy and past I get this message. The only way to copy into a document is I duplicate an existing document, erase the text and save it under a different name and then paste the information. Not ideal. Can you

      • Feature Request: Tag, Search, and Report on Individual Private Comments

        Zoho Desk Team, First, I want to say that we are extensive users of Zoho Desk and it is a core part of our support operations. We rely heavily on the private comments feature for internal communication, knowledge sharing, and maintaining a clear history

      • Quick Create needs Client Script support

        As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from

      • Connecting two modules - phone number

        Hi, I’d like some guidance on setting up an automation in Zoho CRM that links records between the Leads module and a custom module called Customer_Records whenever the phone numbers match. Here’s what I’m trying to achieve: When a new Lead is created

      • Changing an agents email address

        How do you change an agent's email address? I keep getting a red circle even though I am an admin. And on one of my agents he has two email addresses? How is that possible?

      • Creator Change History: Ways to improve

        Hi Everyone, Recently been working in developing this change history(an idea from Zoho Forms) - unlike forms that you can this with a click but using Creator, we can use "old" keyword. The concept I come up with is to put the result in a table however,

      • Attention API Users: Upcoming Support for Renaming System Fields

        Hello all! We are excited to announce an upcoming enhancement in Zoho CRM: support for renaming system-defined fields! Current Behavior Currently, system-defined fields returned by the GET - Fields Metadata API have display_label and field_label properties

      • Error when sending emails from Zoho

        Hello, When trying to send an email from Zoho CRM I keep getting the below error: javax.mail.AuthenticationFailedException: 535 5.7.139 Authentication unsuccessful, the user credentials were incorrect. Any support on this will be much appreciated. Thanks,

      • Zoho Tables is now live in Australia & New Zealand!

        Hey everyone! We’ve got some great news to share — Zoho Tables is now officially available in the Australian Data Center serving users across Australia and New Zealand regions! Yes, it took us a bit longer to get here, but this version of Zoho Tables

      • Zoho Inventory - How to pay a supplier up front then receive multiple deliveries

        How do we manage situations where we pay a supplier up front, then the receive the products in increments? Example Workflow: Create Purchase Order > Receive Bill for full amount > Receive Items 2 or more deliveries. Currently, once a Bill is created against

      • Not all emails from outlook365 migrated to my new zoho account

        I recently setup a new email address hosted by zoho. I migrated all my folders and email from my Outlook365 account to my new zoho account, but not all my emails migrated. Looks like only the past 12 months, or so, made the move. How do I get the rest

      • Zoho Inventory - Composite Items - Assembly - Single Line Item Quantity of One

        Hi Zoho Inventory Team, Please consider relaxing the system rules which prevent an assembly items from consisting of a single line item and outputting a quantity of 1. A client I'm currently working with sells cosmetics and offers testers of their products

      • Clients not receiving emails

        I've been informed that my emails are not being received. Is there anything that I should look into to rectify this? Many thanks!

      • Allocating inventory to specific SO's

        Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could

      • Max numbr of IMAP Accounts in Zoho Mail?

        In Zoho mail, you can manage the inboxes of other accounts using IMAP (and POP, actually) https://www.zoho.com/mail/help/external-imap-accounts.html Is there a max to the number of inboxes we can add?

      • Formula Fields Trouble

        Hi,  I can't get even a simple formula field to work and must be doing something dumb. This formula: If(Len(Trim(${Quotes.Subject}))=0,1,2) Gives the error: You used the wrong type of data in an argument. Check what you entered between the parentheses of your functions to make sure you put the right kind of data in the right place. This formula: Len(Trim(${Quotes.Subject}))=0 Gives the error: Syntax Error. Check the examples for any functions you're using to see if you formatted them correctly. Make

      • OPTED FOR STORAGE BY DESCRIPTIVE MISGUIDANCE

        We've opened a domain with three mail ids and payment has also been processed now the bill raised is for single use ID with additional storage capacity. Kindly request you to modify the purchase.

      • How can I add a new organization on Zoho Campaign

        I want to create a new organization with my Zoho Campaign

      • White Label certificate

        Hi all, About 72 hours ago, we fulfilled all steps for white labeling (CNAME to point to mail.cs.zohohost.eu), but since then the configuration page is now stuck at "generating certificate" since 3 days. When I execute an NSLOOKUP mail.webfoundry.be it

      • Split my account

        Hello, I recently bought an email service for a friend. But, looks like I used my personal account to buy the plan. Please split the account so that the email service stays in a different account than my personal account.

      • Remote Server is misconfigured

        Dear Team, I am unable to use email id as remote server is misconfigured. It would be really great if you could help on this and get this resolved. Thanks & Regard Rohit Gupta

      • Have Mail Lite, wish to add/purchase 2nd domain and use email

        Hello, I have recently created two new businesses. I have successfully used Zoho to create a domain for one business and have set up two email addresses / users on that domain. I am trying to figure out how to create a second domain, just like I did the

      • Zoho Learn - AI Translate

        Hi Learn team, I had a situation today where I was providing training to a client team and I had written articles into their Zoho Learn to support their learning. I realised that one of the team members was a non-native English speaker and they were struggling

      • Need support in setting up the company email and few other setups

        Need support in setting up the company email and few other setups

      • This mobile number has been marked spam.

        Dear zoho team, I am very happy to use zoho,because it india 🇮🇳 own app, but when we login into zoho account we facing some issue, please solve below issue ASAP. Add your mobile number As an added security measure for Accounts, you need to verify and

      • Add an external email to the allowed list

        I need to allow an external email to raise a ticket on Manage Engine ServiceDesk Plus. The external email is a outside of our domain and is not a domain user. The email address that needs to be allowed to raise a ticket request is noreply@formsatack.com.

      • Display name & account type change

        I made a mistake and subscribed with an individual account instead of business, how can I change the account type and enter the details of the business. The other question, if I can't, then I want the display name of our email to be 'Business name' instead

      • Request to change display name in Zoho mail

        Hello Zoho Mail Support, I am experiencing an issue with changing the display name on my Zoho Mail account. My email address is: info@witchcraftproduction.rs . I have already updated the display name in Settings > Mail Accounts, where it now shows as

      • Outbound IP address SPAM problem.

        Hello Zoho Support, We noticed that one of your outbound IP addresses (136.143.188.12), which delivers our domain’s mail, is currently listed on the UCEProtect blacklist. Because of this, our messages are sometimes flagged as spam by recipient servers.

      • Answer Bot and Personalized Questions

        Hi there, I have the same problem using the SalesIQ Answer Bot and the Zoho Desk Answer Bot (which really need different names, to be honest, in order to avoid confusion...) Customers that visit our website ask questions in the form of "What do you do?"

      • Forwarding

        How can I forward my Zoho account to my gmail account? Noël

      • Your bot just got smarter: AI-Powered routing that reads between the lines

        What if your bot could tell the difference? Between a visitor who just needs a quick answer, someone actively comparing options, and a frustrated customer one click away from leaving? Most bots can't. They deliver the same response to everyone, missing

      • Add a Way to Duplicate Cards in the Same Canvas (Retain All Settings)

        Dear Zoho SalesIQ Team, We would like to request a new feature in Zoho SalesIQ: the ability to duplicate an existing card within the same canvas while retaining all of its information and settings, including conditions, configurations, and display preferences.

      • Zoho Mail CC and BCC not working

        Zoho Mail CC and BCC not working. I have tried multiple combinations amongst my domain aliases but emails sent as CC or BCC never arrive, not even to Spam. I have checked that the DNS is set up correctly in Cloudflare and have even received a DMARC report

      • Is anyone else having trouble saving a custom image in their email signature, or is it just me?

        When I try to save the image I get an error that says "Operation Failed" I opened a support ticket two weeks ago and received a response that it would be debugged, but it still isn’t working

      • Zoho Autoplay Issue

        Currently, we run our graphics on a playlist with youtube videos interspersed in our office -- however, when we go to update the playlist (since last Thursday at around 8-9am EST) it no longer saves the autoplay function.  We have tried making a new account, manually saving with cntrl+s, making a new show, etc but nothing seems to work.  Even with our old program, we can't change it off of autoplay for ones that were created in the past. Another issue is that if we change a slide transition to anything

      • Critical Issue: Tickets Opened for Zoho Support via the Zoho Help Portal Were Not Processed

        Hi everyone, We want to bring to your attention a serious issue we’ve experienced with the Zoho support Help Portal. For more than a week, tickets submitted directly via the Help Portal were not being handled at all. At the same time no alert was posted

      • Kaizen #152 - Client Script Support for the new Canvas Record Forms

        Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved

      • Adding hyperlinks in CRM emails time automatically

        It may just be me, but when I am writing an email to a lead, I find inserting a hyperlink very time consuming. Granted, I can use templates but there are a ton of scenarios where I might want to put a link in to an website that wouldnt require me to go though the effort of creating a template.  Ideally, the crm would identify that I that a string of text is a URL and insert the hyperlink automatically, just like microsoft outlook or gmail. Has anyone else had this same experience and found a way

      • Enhance "Applications Usage" with Date Filters, Historical Analytics & App-Level Breakdown

        Hello Zoho Creator Team, We are writing to request a critical enhancement to the Applications Usage section to improve our ability to monitor, analyze, and manage our platform consumption over time. While the current view of today’s usage is helpful for

      • Next Page