Automating Zoho Campaigns Topic Assignment based on CRM Tags
Following up on our tutorial covering the new Sync inside Zoho Campaigns, Greg put together simple but great automation to assign Leads or Contacts a topic based on Tags inside the CRM. ? TIME STAMPS ? 0:00 Intro 0:52 Setting Up the Sync 2:05 How the Tags Appear in Campaigns – 2:40 Creating the Workflow
How to Set Up the NEW Zoho Campaigns Sync
Zoho recently released an update to Zoho Campaigns with a NEW and improved sync. In this tutorial, we cover everything you need to know to activate and set up the sync. ? TIME STAMPS ? 0:00 Intro 0:26 Getting Started 2:15 Setting Up Topics – 4:10 Activating the New Sync 4:20 Creating a Sync 8:45 […]
How to sync Zoho Campaigns with Zoho CRM
When it comes to syncing Zoho Campaigns with Zoho CRM, there are a few extra things you will want to know to prevent future headaches. We cover everything from the sync to a couple of extra tips in this video tutorial. ? TIME STAMPS ? 0:00 Intro 0:25 Getting Started 1:25 Creating a Sync 3:50 […]
Zoho Campaigns Beginner’s Guide – Synchronizing Lists With Zoho CRM
This first tutorial is an introduction on how to synchronize your CRM list to Zoho Campaigns to send out targeted campaigns. Additional Resources Not finding what you are looking for in regards to Zoho Campaigns Tickets? Drop us a line and we would be happy to see what we can do to fill that gap! […]
Zoho Campaigns How To Send A Campaign Tutorial – 2021
This tutorial is the step-by-step process of how to send a campaign inside Zoho Campaigns. Additional Resources Not finding what you are looking for in regard to Zoho Campaigns? Drop us a line and we would be happy to see what we can do to fill that gap! For more guides on Zoho Campaigns Click […]
Zoho Campaigns How To Set Up Signup Forms Tutorial – 2021
This fourth tutorial in the Zoho Campaigns beginner series covers all of the steps involved in creating signup forms. Additional Resources Not finding what you are looking for in regards to Zoho Campaigns Tickets? Drop us a line and we would be happy to see what we can do to fill that gap! For more […]
Zoho Campaigns Beginner’s Guide – How To Set Up A Workflow
This third tutorial of the series covers the basic fundamentals and how to create a workflow inside Zoho Campaigns. Additional Resources Not finding what you are looking for in regards to Zoho Campaigns Tickets? Drop us a line and we would be happy to see what we can do to fill that gap! For more […]
Zoho Campaigns Mailing Template Overview
This video is meant to be a visual aid for the link below. Click here for the full guide from Zoho on Zoho Campaigns Email Templates Elements.
How to Setup GDPR inside Zoho Campaigns
This video is a quick overview of the setup of GDPR inside Zoho Campaigns and creating a consent email. Here are some other references from Zoho as well regarding GDPR and setup: https://www.zoho.com/campaigns/gdpr/features.html https://help.zoho.com/portal/en/kb/campaigns/user-guide/gdpr/articles/how-to-set-up-gdpr#Contact_Data_Erasure https://show.zohopublic.com/publish/6y4l668f8305210584cdf91e4638e2abe2f0a Not finding what you are looking for in regards to Zoho CRM? Drop us a line and we would be […]
Sending out Text Messages in Zoho Campaigns with Twilio
