Hello, marketers!
Welcome to another post in Marketer's Space. In our previous post, we explored the basics of WhatsApp marketing and why it’s a must-have tool for marketers like you. This week, we’re diving deeper into how to maximize your WhatsApp campaign efforts by using WhatsApp Journeys to streamline your work and achieve personalized interactions with ease.
What is a WhatsApp Journey?
In Zoho Marketing Automation, a Journey is an automation tool that helps you create processes for your contacts to follow based on specific criteria. You can automate tasks, set up engagement flows with triggers, and guide your contacts through different steps, performing actions like sending targeted campaigns along the way.
Within the context of WhatsApp, these Journeys involve setting up triggers and corresponding actions to ensure relevant, personalized communication with your audience through WhatsApp.
How Do WhatsApp Journeys Enhance Personalization?
WhatsApp Journeys are designed to respond to specific actions, making them highly precise in their execution. Unlike random messaging, Journeys are triggered only when a specific, relevant action occurs. This ensures that each message is delivered at the perfect moment, tailored to each individual. Let’s look at a practical use case to see how you can utilize WhatsApp Journeys for a personalized customer experience.
Automating Price Sheet Distribution for a Pop-Up Bakery
Maria manages a bakery known for its pop-up stores across the US. During one of these pop-up events, several customers express interest in receiving a price sheet via WhatsApp. Maria faces the challenge of efficiently sending the price sheet to a large number of customers without manual effort. She also wishes to streamline the ordering process. Here’s how she uses Zoho Marketing Automation to solve this problem.
1. Creating the Signup Form:
Maria begins by designing a signup form through Zoho Marketing Automation, where customers can submit their details.
She prints a QR code linked to this form and places it on banners throughout her store for easy scanning.
When customers scan the QR code, they are directed to the form, where they can provide their contact information.
Maria sets the response action so that each new contact is automatically added to a list named “Sent WhatsApp Menu.”
2. Setting Up the WhatsApp Journey:
Next, Maria creates a journey in Zoho Marketing Automation with a trigger set to “Added to List,” targeting the “Sent WhatsApp Menu” list. This journey is activated whenever a contact is added to the list, which is whenever a customer submits the form.
As the action, Maria selects “Send WhatsApp” and creates a new campaign titled “Send Menu to Customer.” She attaches the bakery menu as a PDF in the header and personalizes the body of the message using the personalization feature. To enhance engagement, Maria adds three quick replies to the message content: “Order Now,” “Visit Our Website,” and “Got a Question?”
3. Leveraging Quick Replies:
Maria then configures each quick reply to trigger its own campaign:
For “Order Now,” she creates a campaign featuring a catchy image and a CTA button that links directly to the bakery’s order page.
For “Visit Our Website,” she designs a campaign with an image and a CTA button that directs customers to the bakery’s website.
For “Got a Question?,” Maria sets up a campaign that includes a CTA button labeled “Let’s Talk Food,” which connects the customer to the bakery via a phone call.
This simple automation illustrates how WhatsApp Journeys can be seamlessly integrated into Maria’s marketing strategy, particularly when managing large volumes of customers. Zoho Marketing Automation not only simplifies her workflow by automating the process but also enhances the customer experience by delivering personalized content. Customers receive exactly what they request, making the interaction more engaging and efficient for both the bakery and its patrons.
This is just one example of how you can send personalized messages to your customers using WhatsApp Journeys. We encourage you to explore the possibilities by experimenting with different triggers and actions to discover how powerful and effective your automations can be. We’ll see you in the next post with more ways to leverage WhatsApp Journeys. Until then, happy marketing!
Regards,
Pearlin Nitika
User Education | Zoho Marketing Automation
Recent Topics
Help Center IFrame Issue
I have had a working Help Center on my website using an iframe for a while. But now for some reason the sign in page gets a refused to connect error. Can someone please help. If I go to the url manually it works correclty
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.
Comment Templates
Is it possible to add a template option for comments? We have some agents in the process who's responses require a pre-formatted layout. It would be incredibly handy to have a template for them where they can insert the template and then add their responses
[ZohoDesk] Improve Status View with a new editeble kanban view
A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to edit
Adding Markdown text using Zoho Desk API into the Knowledge Base
Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality
An Exclusive Session for Zoho Desk Users: AI in Zoho Desk
A Zoho Community Learning Initiative Hello everyone! This is an announcement for Zoho Desk users and anyone exploring Zoho Desk. With every nook and corner buzzing, "AI's here, AI's there," it's the right time for us to take a closer look at how the AI
Shared values: From classroom lessons to teaching moments in customer service
While the world observes Teachers’ Day on October 5, in India, we celebrate a month earlier, on September 5, to mark the birth anniversary of Dr. Sarvepalli Radhakrishnan, a great teacher, renowned scholar, educationist, and advocate for empowerment.
Export to excel stored amounts as text instead of numbers or accounting
Good Afternoon, We have a quarterly billing report that we generate from our Requests. It exports to excel. However if we need to add a formula (something as simple as a sum of the column), it doesn't read the dollar amounts because the export stores
Create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM
How to create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM? I was able to do a view in CRM based on customer that registered to an event, but I don't seems to be able to include the filter
Zoho Desk blank page
1. Click Access zoho desk on https://www.zoho.com/desk/ 2. It redirects to https://desk.zoho.com/agent?action=CreatePortal and the page is blank. Edge browser Version 131.0.2903.112 (Official build) (arm64) on MacOS
I hate the new user UI with the bar on the left
How can I reverse this?
Constant color of a legend value
It would be nice if we can set a constant color/pattern to a value when creating a chart. We would often use the same value in different graph options and I always have to copy the color that we've set to a certain value from a previous graph to make
Question regarding import of previous deals...
Good afternoon, I'm working on importing some older deal records from an external sheet into the CRM; however, when I manually click "Add New Deal" and enter the pertinent information, the deal isn't appearing when I look at the "Deals" bar on the account's
Client Script also planned for Zoho Desk?
Hello there, I modified something in Zoho CRM the other day and was amazed at the possibilities offered by the "Client Script" feature in conjunction with the ZDK. You can lock any fields on the screen, edit them, you can react to various events (field
One person/cell phone to manage multiple accounts
Hi. I have a personal Free account to keep my own domain/emails. Now I need to create a Business account to my company's own domain, but I have only one mobile phone number I use to everything. How do I do to manage this? Can I manage a Free domain and
Tracking KPIs, Goals etc in People
How are Zoho People users tracking employee targets in People? For example, my marketing assistant has a target of "Collect 10 new customer testimonials every month". I want to record attainment for this target on a monthly basis, then add it to their
Zoho Desk: Ticket Owner Agents vs Teams
Hi Zoho, We would like to explore the possibility of hiding the ‘Agents’ section within the Ticket Owner dropdown, so that we can fully utilise the ‘Teams’ dropdown when assigning tickets. This request comes from the fact that only certain agents and
Can not Use Attachment Button on Android Widget
this always pops up when I touch the attach button on android widget. going to settings, there is no storage permission to be enabled. if I open the app, and access the attach feature there, I can access my storage and upload normally.
Zoho Notebook Sync problem
I'm facing a problem with syncing of notebook on android app. It's not syncing. Sometimes it syncs after a day or two. I created some notes on web notebook but it's not syncing on mobile app. Please help!!!!
Custom Fonts in Zoho CRM Template Builder
Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if
Announcing new features in Trident for Mac (1.24.0)
Hello everyone! Trident for macOS (v.1.24.0) is here with interesting features and thoughtful enhancements to redefine the way you plan and manage your calendar events. Here's a quick look at what's new. Create calendar events from emails. In addition
Need Easy Way to Update Item Prices in Bulk
Hello Everyone, In Zoho Books, updating selling prices is taking too much time. Right now we have to either edit items one by one or do Excel export/import. It will be very useful if Zoho gives a simple option to: Select multiple items and update prices
Vendor Master Enhancements for Faster Purchase Entry
I’d like to suggest a few features that will improve accuracy and speed during purchase voucher entry: Automated Item Tax Preference in Vendor Master Add an option to define item tax preference in the vendor master. Once set, this preference should automatically
Mass Mail Statistics - Number of unsent emails
How do I find out which emails were not sent?
Button to add product to cart
Is there a way to have a button on a page, that when clicked, will add Qty 1 of a product to the cart?
Est-il possible d'annuler l'envoi d'un mail automatique ?
Bonjour, Lorsque je refuse un candidat, il reçois un mail dans les 24h pour l'informer que sa candidature n'est pas retenue. J'ai rejeté un candidat par erreur. Savez-vous s'il possible d'annuler l'envoi de ce mail ? Merci d'avance pour votre aide.
Can't change form's original name in URL
Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new
New in Cadences: Option to Resume or Restart follow-ups when re-enrolling records into a Cadence, and specify custom un-enrollment criteria
Managing follow-ups effectively involves understanding the appropriate timing for reaching out, as well as knowing when to take a break and resume later, or deciding if it's necessary to start the follow-up process anew. With two significant enhancements
embed a form in an email
Hello, how to embed a form in an email that populates Zoho CRM cases? I would like to send emails to a selected audience offering something. In the same email the recipients - if interested - instead of replying to can fill in a Zoho CRM form that creates
Zoho Bookings - Reserve with Google
Does Zoho Bookings plan to to integrate with Reserve with Google?
How to add Zoho demo site page designs to my Zoho Sites website
Hi, I would like to add the design from the following demo URLs into my current Zoho website. I have already created two new pages on my site, named “Menu2” and “Menu3.” For the “Menu2” page, I want to use the design from this demo: https://naturestjuice-demo.zohosites.com/menu
Digest Août - Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour chère communauté ! Voici le résumé tant attendu de tout ce qui a marqué Zoho le mois dernier : contenus utiles, échanges inspirants et moments forts. 🎉 Découvrez Zoho Backstage 3.0 : une version repensée pour offrir encore plus de flexibilité,
Global Sets for Multi-Select pick lists
When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
Text snippet
There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email. Moderation Update: We agree that
Kaizen #206 - Answering your Questions | Displaying Related Purchase Orders from Zoho Books in CRM Deals using Queries
Hello everyone! We're back with another post in the Kaizen series. We're grateful for the feedback we received from all of you! One of the questions we received was "I would like to see the list of Purchase Orders in Zoho Books for a Deal in CRM." We
Add Analytics function for Title case (capitalising each word in a string)
At present, you can only capitalise each word in a string in Analytics during data import. It would be really useful to be able to do this with a formula column, but there is no Title Case function.
How to conditionally embed an own internal widget with parameters in an html snippet?
Hello everyone, I'm trying to create a dynamic view in a page using an HTML snippet. The goal is to display different content based on a URL parameter (input.step). I have successfully managed to conditionally display different forms using the following
Introducing AI-powered Assessments & Zoho's native LLM, Zia
We’ve shipped a cleaner, faster way to create assessments in Zoho Recruit. 🚀 Instead of manually building question banks or copying old templates, you can now generate ready-to-use assessments in just a few clicks, all tailored to the role you’re hiring
Where can I find rejected inbound mails and their reason for rejection
Hi, I was recently made aware by a mailing list which I am subscribed to (ffmpeg-devel@ffmpeg.org) that my Zoho mail Mail account is rejecting some emails. If I look under Admin Panel > Security & Compliance > Quarantine > Incoming, the list there is
Sync more than one Workdrive
Hello Please I'm facing some difficulties since some days. In my company we have many zoho accounts in different organisations. And I have to find a way to sync all these Workdrives. I spend many hours to search it on zoho Workdrive but no solution. Could someone help me ? Any idea how I can achieve it ? Thanks in advance. Regards
Next Page