Whether you’re migrating from Zoho Campaigns, building out your first lead nurture sequence, or just trying to decode the latest journey automation tools, Zoho Marketing Automation can feel like a lot. That’s exactly why we created this comprehensive training course—built specifically for marketers and admins who want to make the most of the platform without all the guesswork.
At Zenatta, we’ve helped hundreds of companies streamline and scale their marketing efforts using the Zoho suite. This course brings together everything we’ve learned, taught, and implemented into one self-paced, easy-to-follow experience.
Why Zoho Marketing Automation?
Zoho Marketing Automation gives you:
- Dynamic segmentation
- Robust journey builders
- Behavior-based lead scoring
- Native integrations with CRM, Forms, Survey, Backstage, and more
- Topic-based compliance management (a must for GDPR)
…but only if you know how to use it properly.
What This Course Covers
This isn’t just a surface-level overview. We go module by module, teaching you how to:
✅ Set the Foundation
- Assign roles and permissions the right way from the start
- Configure your general settings, domain authentication (SPF, DKIM, DMARC), and return paths
- Establish proper branding for all your emails and landing pages
📊 Build a Clean, Segmented Database
- Understand the difference between lists vs. segments
- Map and sync Zoho CRM fields for clean automation
- Import contacts with confidence and proper opt-in compliance
🧠 Launch Smarter Campaigns
- Explore the six types of email campaigns and which ones to use when (newsletters, webinars, surveys, events, ecommerce, and plain email)
- Set up SMS and WhatsApp campaigns for international reach
- Use response actions to trigger workflows automatically based on engagement
🔁 Master the Journey Builder
- Create drip campaigns based on real user behavior and segmentation
- Learn how to use entry conditions, exit criteria, and subscription-based logic
- Build internal alerts, lead score updates, CRM tasks, and deal creation within a journey
🔐 Stay Compliant
- Understand GDPR and HIPAA settings and how to activate them
- Implement double opt-in and cookie notifications
- Customize unsubscribe pages and topic preference centers to reflect your brand
Lessons include real-world examples from our demo accounts, so you can see exactly how everything fits together.
Who This Course Is For
- Marketers who want to transition from Zoho Campaigns or email tools like Mailchimp
- CRM Admins looking to bridge marketing and sales automation
- Small teams trying to do more with less—especially when time and resources are limited
- Zoho One users who want to take full advantage of the ecosystem
Built by Marketers, Not Just Trainers
One thing that sets this course apart? It’s not a repackaged help doc or a rehash of Zoho’s own webinars. Every module was designed and recorded by real marketers who use this tool daily—and who’ve been through all the quirks, bugs, and best practices.
We show you how to fix issues like:
- Topic bugs (where contacts only get assigned to one)
- DNS record conflicts when setting up authentication
- Sync issues between CRM modules and Marketing Automation
- Overwriting records during field updates and how to avoid it
You’ll also get our personal recommendations on naming conventions, list hygiene, mobile-optimized email design, and how to build reusable assets with bookmarks and templates.
One Purchase. Unlimited Team Seats.
The course is self-paced and available online 24/7. Once you purchase access, your entire team can view the content as many times as needed—no per-user pricing, no time limits, and no surprise fees.
You’ll also get access to:
- An onboarding checklist to follow alongside the videos
- Our exclusive newsletter keeps you updated when Zoho makes changes
Train Your Team Today
Zoho Marketing Automation is a powerful tool—but only if you know how to use it. Whether you’re building your first journey or trying to refine complex lead scoring workflows, this course will save you time, prevent missteps, and help you launch campaigns that convert.
Don’t waste hours digging through forums or figuring things out by trial and error. Let us walk you through it, step by step.
