Multi-Channel Campaigns for the Biggest Shopping Week with Zoho Marketing Automation

Multi-Channel Campaigns for the Biggest Shopping Week with Zoho Marketing Automation

Hello marketers,
Welcome back to another post in Marketers Space! The biggest shopping week of the year is almost here, and it’s your moment to shine without the stress. With Black Friday and Cyber Monday just around the corner, being present across email, SMS, and WhatsApp especially with your e-commerce store integrated can set you up for a strong, high-impact sales week.

Why Multi-Channel Matters During the Biggest Shopping Week   

Shoppers move fast during Black Friday and Cyber Monday and they’re not always on the same platform. If they miss your offer in their inbox, they may catch it on WhatsApp. If they skip your WhatsApp message, a short, timely SMS can be the gentle nudge that gets them back. A well-coordinated multi-channel approach offers:
  1. One more chance to bring your audience back to your offer especially when it’s one they can’t resist.
  2. Visibility - Different customers prefer different touch-points. 
  3. Higher conversions, especially during limited-time sale events.

How to Get Multi-Channel Right

  1. Keep Your Messaging Consistent - If your first communication is a Black Friday email, don’t follow it with a Cyber Monday SMS right away. Maintain a steady, uniform storyline across all channels so customers experience one cohesive promotion.
  2. Segment Based on Activity - Using Zoho Marketing Automation’s engagement data, you can quickly identify who opens emails, who engages on WhatsApp, or who responds better to SMS. Build these segments to tailor future campaigns more effectively.
  3. Don’t Overdo It - Multi-channel doesn’t mean sending blasts on every platform. A good rule is one message per channel. Too many messages everywhere can irritate your audience and cause them to unsubscribe or block your messages and no marketer wants that.

A Simple Multi-Channel Journey for Black Friday  

Let’s start with a clean, practical example of how you can use ZMA to run a smooth campaign across email, WhatsApp, and SMS.
1. Design a sale-focused email using the Predesigned templates under Deals and Offers. Include clear visuals and a link to shop or view products.



2. Create a Journey Using the Email Action Component and choose the Black Friday campaign as the entry action. Add a branch for contacts who clicked any link they’ve shown intent. 
3. For those who clicked, send a WhatsApp campaign offering a special Black Friday discount. Add a button to drive them back to your site.
4. For contacts who open the WhatsApp message but don’t click the button, create a “Read” branch.
5. Send a short SMS with a coupon code and an optional shortened purchase link. This gives them a quick, friction-free way to take action. 


Note: Spread these messages out with wait times to avoid overwhelming your customers while still staying relevant.
Just like that, you’ve covered three channels email for awareness, WhatsApp for high-intent nudges, and SMS for final-step conversions.

Taking It Further With eCommerce Integration

Once your store is connected to ZMA, multi-channel marketing becomes even more powerful.
1. Start your Journey with the Abandoned Cart trigger.

2. Add an Email Action component next and select the eCommerce campaign type.
3. Inside the template gallery, choose an abandoned cart template. 

4. In the template editor, you’ll see exclusive elements available only with a store integration. Add a Coupon element, pick a coupon from your store, customize the description, and update the button text.
5. Insert a Check Email Activity process component. Choose “Not clicked on any link” as the branch.
6. Follow this branch with a short SMS that creates urgency. 
Idea
Add delays between steps so customers are reminded, not overwhelmed, while giving them space to complete the purchase.


This Journey keeps your cart reminders running automatically across multiple channels helping you recover sales without manual effort.
See you in the next post. Until then, happy campaigning!

Regards,
Pearlin Nitika
User Education Team
Zoho Marketing Automation 
 
    • Recent Topics

    • Hide Custom Fields for Customers or Vendors

      For whatever reason, all custom fields added to the Customer module also get added to the Vendor module. This leads to a clunky experience for users, as many custom fields we add only apply to one or the other. There should be a "hide" option to hide
    • Onboarding process

      I urgently need onboarding support. My account still shows trial period.
    • Detailed General Ledger - Display Transaction Description in Reports

      Hi Zoho Team, I'm currently using Zoho Books and have a question regarding the Detailed General Ledger report. When we enter a description or narration in transactions (Bills, Journal Entries, Expenses, etc.), the report does not display this description.
    • Zoho Mail Does Not Integrate with Analytics

      Hello everyone, Just wanted to make a quick post about the problem with zoho mail. Currently it does not connect to Zoho Analytics, which I think is crazy considering both of these applications have existed for a long period of time. Even zoho voice a
    • Net ##th Terms (e.g. due on the following 15th)

      I have a client who pays me twice monthly per our contract. It would be helpful to have terms on my invoices where the invoice is due on the 15th or the 30th of the same or the following month.
    • View Answer Bot conversations?

      We are trialing Zia and are experimenting with Answer Bot on our knowledge base. So far so good! Management asks me if it is possible to view Answer Bot conversations, the purpose being to look over its shoulder and confirm that it is working as des
    • Project status update visibility within a project

      Currently the only place within Zoho projects to see status updates for a given project is actually not in the project it's self it's in the Collaboration section and then by searching for a given project and clicking on the status tab. It would be great
    • Using custom CRM fields

      I have created a series of fields in the Deals module that need to be linked to fields in a contract I have customized. I can only see how to map standard fields, not the custom ones. How do I do this?
    • Como limitar o Zia Agent?

      Geralmente quando estamos criando um agente de IA no ZIa Agent Studio, colocamos o que ele deve fazer, utilizando as instruções que colocamos no Knowledge Base. Mas como colocamos limites que não devem ser ultrapassados? Para isso utilizamos os Guardrails,
    • An important update for Zoho Cliq desktop users

      The latest version of the Zoho Cliq desktop app (v1.8.0) will no longer be supported on macOS 10.15 Catalina and earlier versions. This is because the framework we use (Electron) no longer supports some older macOS versions. If you’re using macOS 10.15
    • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

      Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24
    • Zoho Flow - Zoho Desk trigger "Ticket created or updated" overrides Department

      Just in case anyone else has this issue. We had a Zoho Flow with the Zoho Desk trigger "Ticket created or updated". In the trigger I had selected a Department (Sales). What happens is that the Department ID (Sales) is submitted as part of the request
    • Layout rules in Zoho FSM

      As titled, is there an item in the pipeline or an ETA for the implementation of layout rules in Zoho FSM? Similar to how they work in Zoho CRM https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-page-layouts/articles/create-conditional-layouts
    • 2026 Product Roadmap and Upcoming Features

      This is your guide to what is coming in Zoho Vertical Studio throughout 2026. We’ll update this post throughout the year as items move from development to release, and as and when new initiatives are added. Once a feature is released, it will be reflected
    • Introducing Canvas templates: Design once, apply everywhere

      Greetings all! We're happy to introduce Canvas templates, a Forms view enhancement that enables you to design form layouts just once and apply them seamlessly across multiple modules. Imagine you use five CRM modules (Contacts, Deals, Leads, and more),
    • Zoho Projects - Will there ever be a send email feature in Zoho Project?

      Hi team, Are there plans to or will there ever be a sendemail feature in Zoho Projects, brining it in line with other similar platforms like Asana, ClickUp and Monday? I know that you can add comments via email to a specific task, but I believe this only
    • Why cant i see the Campaigns module in my Zoho app

      I am on the ZOHO CRM Standard edition. I can clearly see and use the Campaign module when viewing the ZOHO CRM desktop. When I switch to my phone, the Campaign Module does not show. I have gone through all the settings I can think of, but I still can't
    • 📣 Ask the team behind Zoho SalesIQ: Summer '26 Q&A

      Hi everyone! Following our recent webinars, Summer '26 Release: What's New in Zoho SalesIQ—where we walked you through all the new features, what they do, and how they work—and Driving the AI Evolution: Building Smarter Customer Experiences with Zoho
    • Always display images from this sender – Is this feature available?

      In Zoho mail, I had my "Load external images" setting set to "Ask me", and that's fine. That's the setting I prefer. What's not fine though is I always need to tick "Display now" for each email I get, regardless if I've done that multiple times from several
    • Set Custom Icon for Custom Modules in new Zoho CRM UI

    • Displayed sample tracking for multi branch setup.

      We have multiple branches and one of the biggest challenges for us to be able to track if a particular item is in display or not. I am shooting in the dark but I am wondering if there is a solution for the following : Each product used for display is
    • How do I migrate from Office 365 to Zoho Mail?

      Check out Advik Email Migration Wizard, this software is specially developed to move mailboxes from Office 365 to Zoho Webmail. In addition you can migrate from Gmail, Yahoo, Rediffmail and 80+ webmail servers to ZOHO MAIL. Isn't it amazing? This is an all in one email migration solution. Steps to export emails from Office 365 to Zoho Webmail are as follows; Run Advik Email Migration Tool in your system. Select Office 365 as source and enter its login credentials. Select mailbox folders and choose
    • Connection Issues

      Morning. Seems like a few of my colleagues that are offsite are having issues with connection to cliq, even when their internet is working perfectly fine and only 1 person onsite has issues. Can you please explain? Thanks
    • Goals API - Zoho People

      Hi Team, I would like to get the API details for retrieving organisation-wise Goals from Zoho People. Currently, I am able to retrieve individual employee goals using the following API: https://people.zoho.com/api/v3/performance/goal/{emp_id} However,
    • Backorder process review - Automating Removal of Sales Order from "On Hold" When PO is Received

      Hello Zoho Inventory Team, Currently, sales orders in On Hold status are released only when the bill for the purchase order is created. In our workflow, it would be much more efficient if the sales order could automatically move out of On Hold as soon
    • Cliq iOS can't see shared screen

      Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
    • Which Is the best online store to buy office furniture in Australia ?

      The most important part of your office is the office furniture. Your office is not complete when you have not put the required furniture in place. You need a furniture in your office so that you and your employees have desks, tables, and chairs which
    • Add "Product Code" as available column and search criteria for Assemblies

      Hi Zoho Community. For product (item) assemblies, it would be helpful to be able to create a custom view search criteria that limits the view by product code or perhaps product category. Currently, Product Code is not an available option to display as
    • What's New - July 2026 | Zoho Backstage

      Hello everyone, We hope you’re having an expectation-exceeding event experience! We’ve been hard at work bringing you a bunch of enhancements designed to make event management even easier. Let’s take a look at what’s new in Zoho Backstage. Export delivery
    • 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
    • Zoho Books | Product updates | August 2026

      Hello users, July has been an exciting month for Zoho Books! This month, we're excited to introduce HTML PDF Templates, Placeholders as Pills, expanded approval workflows for Sales Returns and Journals, and significant compliance updates across the India,
    • Q3 USA ZUG Meetups - Build AI Agents with Zoho

      Hi everyone! What if you could build your own AI agent from scratch in just one session? That's exactly what we're going to do at the upcoming ZUG Meetups across the United States, where you'll get hands-on experience with Zia Agents and explore how AI
    • Data Export is forcing Creation/Modified date just like reports

      The data export now forces you to select a created or modified date. There is not an All-Time option. This severely cripples the whole function of data export for audit purposes. If the data export (or reports for that matter), requires a date, there
    • Default ticket template in helpcenter

      Hello, I have a web form and a ticket template created. How can I make that my default ticket template? If an user clicks New ticket or create a ticket, I want that template to be the default one. Thank you for the time and info.
    • Zia Agents looks promising, but I still cannot deploy my first agent or connect WhatsApp after weeks of support tickets

      Hi Everyone, I am posting here because I am stuck and need practical help from someone who has successfully deployed a Zia Agent with WhatsApp. Zia Agents looks like a very promising product. I have watched the platform expand quickly, and I have noticed
    • Valid characters for use in email addresses using Zoho's apps/APIs

      We have found an issue with the + sign character in zoho subs - we are allowed to create a customer with an email address that has a plus sign but the API doesn't allow the + so the billing portal is not created. We are going to prevent users from using
    • Feature Request – Per-Channel Pre-Chat Form Controls

      We'd like the ability to enable/disable the pre-chat form on a per-channel basis, rather than having a single global setting. On the website widget, asking for name and email before chat starts makes sense. On WhatsApp, however, email isn't necessary
    • Remove the mandatory Name Card buttons (or at least make them optional)

      Please remove the mandatory Name Card buttons (or at least make them optional) A recent change to the Name Card in Zoho SalesIQ (currently affecting WhatsApp) introduced mandatory buttons before a visitor can provide their name. I believe this change
    • Copy + Paste in Notes: Text color and text background are not retained

      I've recently started using Zoho Notebook as an Evernote replacement. When copying and pasting text within Zoho Notes, I notice that the formatting of the text (text color and background color) is not retained when pasting. Only the attributes "Bold"
    • Need to show discount before total after subtotal

      Need to show discount before total after subtotal on my estimate template (see attachment)
    • Next Page