Marketer's Space: The Power of Personalization - Crafting SMS Messages that Resonate using Zoho Campaigns

Marketer's Space: The Power of Personalization - Crafting SMS Messages that Resonate using Zoho Campaigns

Hello Marketers, 

This week's Marketer's Space will focus on personalization, how it enhances customer engagement and retention, and how you can personalize your SMS content using Zoho Campaigns.

What is Personalization?

Personalization is tailoring your messages in a way that it resonates with your customers. It uses customer data to create targeted SMS campaigns.

Personalisation gif

Why it helps:

SMS inboxes are exploding today with generic messages, and personalization helps you stand out in this pile. Personalized messages feel genuine, human-to-human, and less like bots. It develops trust, enabling higher click-through rates, open rates, retention rates, and purchase rates. 

Ways to Personalize Your SMS Messages:

Personalization relies on data. It's vital to collect data ethically using methods that respect your customers' privacy and adhere to legal regulations. 
  • Zoho Campaigns allows you to ethically collect customer data through signup forms, service integrations, and even manual entry.

  • This data is used for segmentation, with Merge Tags, and Automation for a personalized SMS campaign.

Let's look at how you can add this data to personalize your SMS content.

1. Personalizing using Merge Tags and Custom Fields:

Zoho Campaigns has an inbuilt feature - "Merge Tags" that allow you to personalize your messages with specific customer information. For example, you can use the "$[UD:FIRST_NAME]$" merge tag to insert the customer's first name into the message. Zoho Campaigns offers a vast library of pre-built merge tags, but you can also create your own custom fields to capture specific customer data. Learn about Merge tags.

- Name

By using merge tags, you can replace "Dear Customer" with recipients' names, making your campaigns feel less like a mass blast and more like a direct conversation.

Consider this use case:

You're sending a birthday discount message to your customers. A generic message works, however you can use the name merge tag to personalize.

  • Generic message: "Happy Birthday! Enjoy your discount!"

  • Personalized message: "Happy Birthday, Emily! Get your special discount" 

Location

You can send SMS campaigns to your customers based on cities, regions, or even specific areas. 


Say you have a huge subscriber list, but only want to invite customers to a launch event in New York. You can create a segment with customers from New York then use the city merge tag "$[UD:CITY]$" in your SMS content when you run the SMS campaign.

2. Personalizing by creating Segments in Zoho Campaigns

Segmentation allows you to divide your contact list into smaller groups based on specific criteria. This enables you to create targeted SMS campaigns that are relevant for each segment. Learn more about segments. 

You can segment your audience based on factors like:

Webinar Attendees

With Zoho Campaigns, you can create a segment with customers who attended the webinar you conducted. After segmenting these customers, you can send a personalized thank you SMS to these attendees or offer a discount on a related product. Webinar attendees have already shown interest in your brand, so by sending a personalized thank you SMS, you can potentially convert them into paying customers.

Zoho Campaigns has more built-in segmentation options. You can also create custom fields for even more precise targeting.

3. Personalization through Automation:

Automation not only saves time, but also lets you personalize your customer interactions. By setting up automated workflows, you can trigger targeted SMS messages based on specific customer actions and behaviours. Learn about Automation.

Here are some examples of how you can send personalized messages by setting up an automated workflow:

- Birthdays & Anniversaries 

An automated birthday message can help your business engage with the customer. They might visit your website to see the birthday offer, or even make a purchase.

- Abandoned Cart messages

Reminding your customers about abandoned carts can give you a chance to recover lost sales while also helping customers overcome purchase hurdles. 

Personalization can be a powerful tool to increase engagement for your SMS campaigns. By taking the above factors into account, you can draft SMS messages that resonate with your customers and use Zoho Campaigns' SMS gateway to send campaigns. This leads to increased brand loyalty and a more successful marketing strategy. Stay tuned to this space for more marketing tips.

Regards,
Pearlin Nitika
User Education | Zoho Campaigns






    • Recent Topics

    • Dark Mode - Font Colors Don't Work

      When editing a document in Dark Mode and selecting font colors, they don't show up on screen.  Viewing/editing the same document in Light Mode shows them just fine.
    • Integrate Bunq with ZOHO Bookes

      We are new users of ZOHO Books, and our bank (BUNQ, in the Netherlands) isn't listed on the bank integrations. Is there a way to handle this?
    • 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
    • Access Denied

      I am iOS Developer and updating our clients project and shifted ZohoDeskPortalCore SDKs from cocoapods to SPM and changed few lines of code but now i am get access denied, the help center app is unavailable. please contact administrator.
    • Using Zoho Desk to support ISMS process

      Hi, I am evaluating using Zoho Desk for security incident management. This seems to be aligned with Zoho Desk purpose as its just another type of incident. However in security incident management, ideally I can link incidents (tickets) with a risk from
    • Bin Locations

      Dear all, I am wondering if someone has the ability to develop the bin locations option for zoho inventory (integrated with zoho books) Regards, Ryan
    • TaxJar vs Avalara

      Hi, I'm evaluating adoption of a sales-tax service for US based business. Anyone else have experience with TaxJar and Zoho Books? I am a Zoho One subscriber so anticipate needing to use Flow to make this work. It seems like Avalara are simply too expensive
    • How to check Leads with no Task (open activity)

      Hi everyone, I was wondering if there’s a way to view leads that don’t have any tasks assigned or open activities linked to them.
    • What can we do on our end to improve the Answer bot answers?

      Hi, I'm using the Answer bot card in the Codeless bot builder. I've input several questions and their answers in the FAQ section to feed the Answer bot. The text is all in French, as this is the language our customers communicate in. I've tried testing
    • Taxes for EU B2B Transactions

      Currently, ZC doesn't seem to have a procedure for validating VAT numbers of businesses purchasing in another EU state, and removing local VAT is valid.  This is essential for all inter EU B2B trade.
    • How to upload file to Connect using API?

      Hi there. I looked at the API documentation and nowhere did it mention how to use the API method to upload a file even though it is mentioned that it is possible to be done so. Please help.
    • Items Landed Cost and Profit?

      Hello, we recently went live with Zoho Inventory, and I have a question about the Landed Cost feature. The FAQ reads: "Tracking the landed cost helps determine the overall cost incurred in procuring the product. This, in turn, helps you to decide the
    • Group Tax in Service Line Items

      Hi FSM Team! I noticed that when you update a tax in the service line item the group tax is not showing up as an option. Let me know what can be done thank you!
    • FSM Improvement Idea - Show an Import button when there is no data

      I am setting up FSM for a client and I noticed that there is no option to import data, see screenshot below. Even when you click Create Contact there is only an option to Import from Zoho Invoice. It is only after you add at lease 1 record that the Import
    • Zoho FSM API Delete Record

      Hi FSM Team, It would be great if you could delete a record via API. Thank you,
    • OAUTH_SCOPE_MISMATCH Error for Marketing Automation APIs with CRM Plus Account

      I'm trying to integrate Marketing Automation journey triggering via API but getting OAUTH_SCOPE_MISMATCH errors. I need clarification on API access for CRM Plus users.
    • Access token generate from the refresh token not working for API

      Dear Sir/Madam, When I use my refresh token to obtain new access_token, that token return INVALID_TOKEN when the same API is called. I made sure that my api site is correct and match the auth web site. However the original access_token work fine.
    • Function #4: Schedule Customer Statements

      Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over
    • Limiting search or dependencies with an asterisk "*".

      I have a form with several dependency fields with options still developing for each field. Since these options were developing and not yet ready to be a selection in the field, I placed a filter for the dropdown field. In this filter, I selected fields
    • Improved RingCentral Integration

      We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.
    • Cross Data Center Support for 1:1 Chats with External Users

      Hello Zoho Cliq Team, We hope you're doing well. We appreciate the recent enhancement that enables cross data center collaboration in external channels, which has already improved communication across distributed teams. However, we’ve noticed that this
    • Support Bots and Automations in External Channels

      Hello Zoho Cliq Team, How are you? We actively use Zoho Cliq for collaboration, including with our external developers. For this purpose, external channels are a key tool since they work seamlessly within the same interface as all of our other channels
    • 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?"
    • Handling Greetings/Small Talk at the Beginning of a Zobot Conversation

      Hello everyone, I’m currently configuring a **Zobot** in Zoho SalesIQ and everything is working as expected, except for one specific scenario at the very beginning of the conversation. My target audience has the habit of starting with a **greeting or
    • Regex in Zoho Mail custom filters is not supported - but it works!

      I recently asked Zoho for help using regex in Zoho Mail custom filters and was told it was NOT supported. This was surprising (and frustrating) as regex in Zoho Mail certainly works, although it does have some quirks* To encourage others, here are 3 regex
    • Importing a new list into campaigns

      I'm in the middle of switching my email platform to campaigns. I have a list that I want to import, and it overlaps with my existing Zoho CRM list. The fields in my Zoho CTM are more robust. Will this new list that I upload into my campaigns overwrite
    • when I email a invoice how can i see it was sent and also were i can go to see all emails sent

      when I email a invoice how can i see it was sent and also were i can go to see all emails sent?
    • Export Invoices to XML file

      Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities
    • Showing description in timesheet and timelogs.

      I am wondering if it’s possible in version 5 of Zoho People to have the description show by default or with a manipulation on the user’s part. Let me show you what I mean. As you can see this is the view for the users. Now if they want to see the full
    • How can I see content of system generated mails from zBooks?

      System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.
    • CRM Blueprint Notification by Cliq

      Dear Zoho team, In Workflow, there is nofication by cliq, but in blueprint, there is no option as cliq notification. I think it is very convenient to get notified by Cliq , as there are multi modules in apps, but we will always check Cliqs
    • Zoho People Attendance Regularization – Wrong Total Hours Displayed

      While using Zoho People, I observed that the attendance regularization is showing wrong total hours when applied to past dates. For example, if a check-in is added at 10:00 AM and check-out at 6:00 PM for a previous date, the system sometimes calculates
    • Sync Contacts in iOS

      What does the "Sync Contacts" feature in the iOS Zoho Mail app do?
    • Live webinar: Craft the ideal sales pitch deck with Show

      Every great sale starts with a great story. And your pitch deck? That’s where the story takes shape. But too often, these presentations end up looking generic, overloaded with text, or lacking structure. The good news is, it's easier to fix than you think!
    • Project Statuses

      Hi All, We have projects that sometimes may not make it through to completion. As such, they were being marked as "Cancelled". I noticed that these projects still show as "Active" though which seems counter intuitive. In fact, the only way I can get them
    • 👋 Welcome to the Zoho MCP Community

      Hello all, glad to have you here! This is your space for everything AI agents, MCP tools, and intelligent business apps. This community is for you — developers, partners, creators, and businesses exploring how agents can transform work. Whether you’re
    • Suitability of Zoho One (Single User License) for Multi-State GST Compliance & Cost Analysis

      Hello Zoho Team, I am an e-commerce business owner selling on platforms like Amazon, Flipkart, and Meesho, and I'm currently using their fulfillment warehouses. I have two GSTIN registrations and am planning to register for an additional 2-3 to expand
    • DNS Manager

      Where Can I find my DNS manager so I can link this to click funnels or AWEBER
    • Forwarder

      Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the
    • Forwarder

      Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the
    • Next Page