How to Customize a Zoho Survey
This tutorial on how to customize a Zoho Survey was taken from our October 2022 product tutorial series. See the full Zoho Survey Full Product Tutorial 2022 here: https://zenatta.com/zoho-survey-full-product-tutorial/
Online Surveying – Everything You Need To Know
Why Survey? Getting to know your clientele is one of the most important parts of running a business. Staying relevant, making changes, and giving people what they want is practically impossible without knowing how you are doing. This is where online surveys and other methods of gathering client information come in handy. There are various […]
CC3 Solutions – Case Study
CC3 Solutions – Zoho One Optimization Case Study Industry: IT & Telecom Solutions | Location: St. Louis, Missouri, USA | Team Size: 60+ Apps: Zoho CRM, Analytics, Desk, Projects Cleaner CRM Data Executive-Level Reporting Modernized Support Operations Executive Summary CC3 Solutions is an IT and telecom solutions provider headquartered in St. Louis, Missouri. With over […]
How to Create a Zoho Survey
This tutorial on how to create a survey in Zoho Survey was taken from our October 2022 product tutorial series. See the full Zoho Survey Full Product Tutorial 2022 here: https://zenatta.com/zoho-survey-full-product-tutorial/
Zoho Survey Full Product Tutorial
What is Zoho Survey? Dare we say the simpler way to send a Survey? Zoho Survey provides a seamless way to send your current contacts a custom survey directly out of CRM. By creating a survey specific to your needs, you can match fields and contacts to the CRM while gathering all different kinds of […]
Zoho CRM Reports Overview
In this video tutorial, Tyler does a complete overview of the Reports module inside the CRM and some best practices for building reports. ? TIME STAMPS ?0:00 Intro1:20 Creating a Report5:10 Columns Review10:10 Creating a Custom Filter11:03 Creating a Chart13:10 Scheduling Reports
Zoho Campaigns Configuring Email Opt-Out Sync To Zoho CRM
By default, if someone opts out inside Zoho Campaigns, they are also opted out inside Zoho CRM. This could cause issues with existing Leads or Contacts inside your CRM. Here is a quick workaround and a best practice when using Zoho Campaigns and CRM.
Email Verification Using Clearout
In this video, Kody walks you through verifying your email list using Clearout. Using this verification process will help you avoid high bounce rates, emails in spam folders, or the worst-case scenario of getting “blacklisted.” ? TIMESTAMPS ?0:00 Intro0:40 Setting Up A Field In The CRM Module1:35 Creating A Report For Export3:39 Import Email List […]
One Firefly – Case Study
One Firefly – Zoho Projects Migration & CRM Automation Case Study Industry: Digital Marketing Agency | Location: United States & Mexico (Remote) | Team Size: 65+ Apps: Zoho CRM, Projects, Flow, Sign, Forms, Analytics Automated CRM Workflows Replaced Workfront with Zoho Projects Saved Over 15K/Year Executive Summary One Firefly is a full-service digital marketing agency […]
Using Dynamic Fields In Zoho Campaigns For Custom User Signatures
In this video, Wayne is guiding you through setting up a dynamic email signature that can be associated with the contact owner. ? TIMESTAMPS ?0:00 Intro1:19 Confirm Your Sync Is Set Up1:54 Create Your Campaign With Dynamic Fields3:11 Create A Custom Merge Tag4:32 Associate The Contact Owner Tag With Each Email Signature