Tip #6: Califica a los mejores leads para ventas con Zoho Campaigns

Tip #6: Califica a los mejores leads para ventas con Zoho Campaigns

Tips and Tricks #6 para Zoho Campaigns
¡Hola usuarios!

Las campañas de correo electrónico te permiten crear un canal de comunicación con tus suscriptores, los cuales reciben una invitación para interactuar con tu marca al recibir tu correo. Este proceso crea una relación entre ambos que transciende el hecho de que abran tu correo, hagan clic en un enlace, o respondan a tu encuesta. Estas acciones muestran un interés en tu marca, que puede traducirse en un futuro cliente.

La labor de los profesionales del marketing entorno al cliente pasa por varias fases: desde la calificación de un lead, la generación de clientes, y nutrir la relación con ellos. En el tip de hoy vamos a ver una función muy útil que te puede ayudar a calificar a los mejores leads.

Tip #6: Califica a los mejores leads para ventas con Zoho Campaigns.
La puntuación de posibles clientes basada en acciones, así como está disponible para Zoho CRM, también se puede utilizar en Zoho Campaigns con acciones propias de tus campañas de email marketing. Estas acciones pueden variar desde que el lead se suscriba a tu newsletter, que abran tus correos o que hagan clic en su contenido - cada muestra de interés cuenta. Valóralas asignando distintas puntuaciones a cada acción realizada.

Para asignar puntuación basada en acciones:
  1. Accede al apartado Contactos.
  2. Selecciona la opción Puntuación del contacto.
  3. En la pestaña de Configuración, en el apartado Actividades de campaña, puedes ver las acciones disponibles y la puntuación (positiva o negativa) asociada a las mismas. En caso de querer editar la puntuación, solo tienes que hacer clic en el botón del lápiz (Editar) para asignar las puntuaciones a tu gusto.



En el apartado Puntuación del contacto también puedes establecer la puntuación de contactos basada en campos, como el país o la compañía, en la sección Detalles de puntuación basada en campos. Nombra la puntuación, asigna los puntos y establece las condiciones a cumplir.

Una vez la asignación de puntos por actividad sea de tu agrado, puedes empezar a clasificar tus contactos, dependiendo de su grado de implicación o interés.
  1. En la misma pestaña de Configuración dentro de Puntuación del contacto, accede al apartado Clasificación de contactos y haz clic en Definir contactos.
  2. Define la condición de puntuación para las categorías de Contactos muy interesados y Contactos algo interesados proporcionando la puntuación que, en tu opinión, calificaría al lead como bueno. Aquellos contactos que no cumplan con esos requisitos se clasificarán como Principiantes.
  3. En caso de que quieras definir una nueva condición relacionada con el tiempo en que un contacto adquiere una puntuación, activa la condición marcando la casilla y define la puntuación que un contacto debe conseguir en el tiempo que tu determines, para ser clasificado en las categorías.



Ahora, aquellos contactos que se encuentren Muy interesados pueden calificarse para ventas, mientras que tú sigues nutriendo la relación con los Principiantes o Algo interesados. Puedes saber más sobre la Puntuación de Contactos en este enlace.

¡Y hasta aquí el tip de hoy! Recuerda consultar otros Tips and Tricks de Zoho Campaigns que te permitan aprovechar la herramienta al máximo.

    • Recent Topics

    • How to query for Deals record based on Pipeline?

      I want to query for Deals records that matches a specified Pipeline using a Deluge function. When I call zoho.crm.searchRecords("Deals","(Pipeline:equals:" + myPipeline + ")"), I get this error: { code: 'INVALID_QUERY' , details: {...} , message: 'Invalid

    • Checklist/ save to onedrive/ a group of items invoicing in Zoho FSM

      hi, is there a way to add a specific checklist to any WO without passing eachtime by the model customization? can we save file such picture directly in our sharepoint ak onedrive? is there any way to add a group of item pre defined to make invoicing easier

    • Difference: Linking Module Record vs. Subform Row with lookup

      In terms of "database relationship structure", is there is difference between a Linking Module Record and a Subform Row with a lookup? Both have the ability to store data related to a specific connection of two modules, right? Do I miss something? When

    • Explication sur comment mettre en place des règles d'affichage ou "layout Rules"

      J'ai passé plus d'une heure hier avec le support et je n'ai rien compris !! Je suis lecteur assidu des guides (je "RTFM") qui ne sont absolument pas orienté "client" chez Zoho, et je tiens à le rappeler ici . Dans la documentation on m'indique un cas

    • Kaizen #96 Automatic Mail-Merge Document Creation Using Zoho CRM APIs

      Efficient communication and personalized document generation are crucial for maintaining strong customer relationships in your business. Manual document generation can be time-consuming, repetitive and error-prone, decreasing productivity and customer

    • Values in multi pick list are not copied to copied deal

      Hi, After a deal is completed in our sales funnel we copy the deal to an automatically created new deal in our project funnel. All fields are copied properly, but only a Multi Pick List is not copied. How can we copy the selected values in this field

    • Zoho Form linked to an external OneDrive Account

      HI Can you connect to an external users account from Zoho forms that is not a user in Zoho? I have a form that is shared externally where a sub contractor needs to receive infor (including pictures) to their OneDrive account. When I try to connect to

    • Automation#26: Notify Parent Ticket Owner on Child Ticket Status Updates

      Hello Everyone! Ever found yourself juggling multiple service requests that seem like pieces of a larger puzzle? Managing interconnected tickets can be challenging, especially when updates on child tickets need to be tracked. That’s where our custom function

    • Zoho Workplace renforce sa sécurité avec l'intégration Zoho Vault

      Dans un monde où l’information a une valeur inestimable, la protection des données sensibles n’a jamais été aussi essentielle. Une fuite de données peut non seulement compromettre la réputation d’une entreprise, mais également engendrer des pertes financières

    • Can the Product Image on the Quote Template be enlarged

      Hello, I am editing the Quote Template and added ${Products.Product Image} to the line item and the image comes up but it is very tiny. Is there anyway that you can resize this to be larger? Any help would be great! Thanks

    • How to sort a data in summary report with Monthly ?

      Hi Team, Can any one help me out how to sort a data based on monthly, Month was shuffled based on aliphatic order. i want to sort the below data monthy?

    • Directly Edit, Filter, and Sort Subforms on the Details Page

      Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

    • Set another Layout as Standard

      We created a few layouts and we want to set another one to standard:

    • Create custom rollup summary fields in Zoho CRM

      Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were

    • How can I create individual records from a subform

      Hi, I am collecting subform data into a Lead record and I need to create individual records for each row associated to the account when it is converted. How can I do this?

    • What is the Desk API?

      I'm trying to fetch a lookup field data from desk to our creator application and it doesn't work. I'm guessing that my search parameter is wrong? On my trial function fetch if I use these: tickets = invokeurl [ url :"https://desk.zoho.com/api/v1/tickets/351081000145244764"

    • How to choose other payment methodes than creditcards

      We have connected stripe as a payment provider in zoho books, booking, commerce and checkout. In stripe we selected al major payment methodes for Belgium (mainly bancontact). However, at checkout customers seems to have only the possibility to pay with

    • Why is Zoho support so terrible?

      I've spent the last week trying to get zoho to fix sudden SSL certificate issues with our desk and project portals. I've raised a ticket and constantly been told the issue is on our side despite it being exceedingly obvious it's not. After finally convincing

    • Custom "Filter By" in Client Portal

      Currently our client portal only shows items for that specific person that is logged on to the portal, we want the current logged user to see all items for that user's company. An example would be invoices, so the current user would see all invoices for

    • Zoho Books - France

      L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français.   Voici quelques points pour clarifier la question :   Zoho Books est un logiciel de comptabilité

    • Ticket Views: filter criteria -> dynamic date values in relation to the current date

      Hello all, It would be very helpful if you could build custom views in such a way that you do not have to adjust the criteria daily or at whatever interval in order to change the fixed date value as needed. For example, I would like to create a view that,

    • Unlocking New Horizons: A Year in Review

      As we bid farewell to 2024, let's celebrate and revisit the key highlights of the year. From adding a new edition to cross-platform enhancements, here’s a roundup of all the feature updates designed to simplify accounting, optimize financial management,

    • Introducing 'Queries' In Zoho CRM

      Hello everyone! We are here with an exciting feature - Queries in Zoho CRM! A little context before we dive right into the feature specifics :) In today’s fast-paced business environment, immediate access to relevant data is essential for informed decision-making.

    • Enable Sending Direct Messages to Self in Zoho Cliq

      Hi, I would like to request a feature enhancement for Zoho Cliq to allow users to send direct messages to themselves. Currently, Zoho Cliq does not have the option to send a direct message to oneself. While creating a channel with just one member (the

    • Admin Access to Direct Messages in Zoho Cliq

      Hi Zoho Cliq Team, We would like to request a feature enhancement to enable admin access to one-on-one conversations (direct messages) conducted through Zoho Cliq. Use Case: As administrators, there are situations where it becomes essential to access

    • Zoho developer edition does not work for us

      Hi Is anyone else having this problem? I'm signed in with our admin/super user account. When I click on the link on this page: https://www.zoho.com/crm/developer/docs/dev-edition.html I am asked to agree to Terms and Conditions. Clicking Agree to Terms

    • Need help with KPI Widget on Dashboard

      What I am trying to accomplish seems simple, but I cannot figure it out.  Please help. I would like to show in a KPI Comparison Widget: Number of Meetings (CRM) Held in Last 30 Days compared to Number of Meetings Held the previous 30 days (from the date

    • Need to send message to slack channel from zoho people form

      - I have setup slack connection in zoho people, it is successfully showing connected - I am using connection name to send message view custom function, but it is not working: response = invokeurl [ url :"https://app.slack.com/client/T78002gHF/C089773324"

    • User tiers

      I am trying to add tiers of users. I would like: Me - CEO Next Tier down - Managers Next tier down - All the salepeople reporting to each manager I can only seem to add myself with mansagers below. Surely I can add more tiers?

    • Flow to follow up on trade fair contacts

      Hi, Before we moved to Zoho we had some flows (sequences) in HubSpot to follow up on trade fair contacts. To explain further on this it had the following characteristics: New contacts could be added to the sequence When added a flow of communication started.

    • Queries filtered by current page/record

      I have been trying to use the new queries feature, and I can filter the query, but I'm coming unstuck because I don't understand how to make the query dynamically include the filter of the current record. ie if I'm on a deal, to filter all the records

    • Article Numbers for KB articles

      Hello, I was wondering if it's possible to turn on article numbers/ part numbering for KB articles. If this is not already a feature, we'd like to request it. Frequently a solution will require multiple articles so tracking which articles are referenced

    • Audit Log Export via API

      Hello, Based on the documentation here https://www.zoho.com/crm/developer/docs/api/v7/create-export-audit-log.html I need to specify the scope ZohoCRM.settings.audit_logs.CREATE to create a log export. I've created a Self Client app but when I specify

    • Zoho CRM API Credits & Limits for Workflow

      Hi Team, Just wanted to clarify how the API credits work for Zoho CRM and workflows with custom functions. API Credits are based on your subscription and are set at the account level. You can buy additional credits if needed. For Enterprise customers,

    • CRM Calendar Sync Not Working

      I can't get any meetings where I am a participant to sync with either Bookings or Office 365. It syncs fine when I am the host, but as a participant, it just ignores the event. I have clients booking meetings when agents are in training or OOO or any

    • How to easy change layout in existing records in Deals?

      Hello, So far i have used only 1 layout in Deals. I have about 1000 records. Now i want to make new layout. So i have 2 layouts: Layout Old (1000 records) Layout New (0 records) How to easy change layout from Layout Old into Layout New for existing records?

    • Change Last Name to not required in Leads

      I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for

    • "Copy Field Values from one Module to another" how to use?

      Hi everyone! I'm sorry if this question was already asked, I didn't find it! So let me explain:  In my Tickets module, we have the custome field "customer type" where we indicate if it's a lead, user, etc... In the Contact module I used the "type" field with exactely the same entries. I would like when in the tickets module an operator choose an option that it automatically update it in the contact module. I found the "Copy Field Values from one Module to another" custom function which seems perfect

    • New Leave Type: Compensatory off

      Hi, there is a new Leave Type: Compensatory off. Can someone tell me how to use it, because it sounds it could work for overtime compensation for our techs. Thanks Andreas

    • Introducing bot filtering for accurate analytics

      Dear Zoho Campaigns Users, We're happy to introduce bot filtering to enhance the accuracy of your email campaign analytics. This new feature is designed to help you filter out bot-generated opens and clicks, which will ensure your campaign reports reflect

    • Next Page