Maximize the engagement with your shop by utilizing Zoho’s affiliate and loyalty program tool, Zoho Thrive. This application allows shop owners to connect their Wix, Shopify, Zoho Commerce, or custom sites to Zoho’s performance based marketing platform. In this product overview we touch on how to integrate Thrive with your shop (Shopify), do a complete run through of the features within thrive, touch on the settings, and review the Zoho Integrations.
Here is a quick run through of everything discussed in the video.
Integrating Zoho Thrive with your Shop
When you first enter Zoho Thrive, you will be prompted to connect to your shop. Let’s take a look at what the Shopify integration looks like.
- Connect Shopify Store:
- Go to Shopify and create an app under “App and Sales Channels”.
- Under Develop Apps choose “Create an app”
- Name the app (e.g., “Thrive Connection”).
- Allow access to the Shopify store by checking all necessary permissions.
- Retrieve API Credentials:
- Get your API key and secret key from Shopify.
- Copy and paste these into the Zoho Thrive Shopify connector.
- Provide the store name and URL.
- Install Token:
- Generate and reveal the token.
- Copy and paste the token into Zoho Thrive.
- Handle Connection Errors:
- Ensure the store URL is correct, including “myshopify.com” if redirected to a custom domain.
Product Overview
Zoho Thrive is designed to manage both loyalty and affiliate programs. Here’s a breakdown of its features:
Loyalty Program:
- Tasks and Points:
- Add tasks such as subscribing on YouTube, following on Twitter, or making purchases.
- Assign points to each task.
- Set membership levels and rewards based on accumulated points.
- VIP Program:
- Create tiers (e.g., VIP 1, VIP 2) with specific point or purchase requirements.
- Offer special product promotions and rewards based on tier levels.
Affiliate Program:
- Commissions and Coupons:
- Set up various coupons with specific discounts (e.g., 10% off).
- Define commission structures, including percentage or fixed amount per referral purchase.
- Establish minimum purchase values for commissions.
Settings
Zoho Thrive settings are designed to be straightforward and user-friendly, ensuring that you can easily configure and manage your loyalty and affiliate programs. Here’s a detailed overview of each settings category:
Company Details
- Company URL and Address:
- Enter the URL and physical address of your company. This information is crucial for identification and communication purposes.
Manage Users
- User Roles:
- Add and manage users within Zoho Thrive.
- Assign roles such as admin or user. Admins have full access, while users have limited permissions based on predefined rules.
- Note: Custom roles cannot be created. Refer to Zoho Thrive’s help documentation for specific details on role-based access.
Sender Details
- Email Configuration:
- Set up the email address used for outgoing communications to users.
- Ensure that all notifications and updates sent from Zoho Thrive come from this specified email address.
Payment Integrations
- PayPal Integration:
- Currently, PayPal is the only available option for processing affiliate payouts.
- Connect your PayPal account to Zoho Thrive to automate and manage payments to your affiliates.
Brands
- Manage Brands:
- View and manage all the brands linked to your Zoho Thrive account.
- Edit store names, support email addresses, and currencies for each brand.
- To add a new brand, navigate to the main homepage and follow the guided setup process.
User Activity Log
- Activity Monitoring:
- Track all changes and activities performed by users within Zoho Thrive.
- View detailed logs showing who made specific changes and when these changes occurred.
- This feature helps maintain accountability and transparency within the platform.
Data Anonymization
- Participant Data Removal:
- Comply with data privacy requests by fully removing a participant’s data upon their request.
- Enter the participant’s email address to anonymize and delete all associated data from Zoho Thrive.
Integrations
Zoho Thrive offers seamless integration with various Zoho applications and third-party platforms, enabling you to extend the functionality of your loyalty and affiliate programs. Here’s a detailed look at the integration options available:
Zoho CRM:
The integration with Zoho CRM allows you to sync loyalty and affiliate data, enabling more effective customer relationship management. To set this up, connect Zoho Thrive to Zoho CRM by selecting the desired CRM account. It is crucial to add specific text and date fields to the leads and contacts modules in Zoho CRM, such as Affiliate Code, Points Earned, Points Redeemed, and Referral Date, to capture the necessary data from Zoho Thrive.
Click HERE for documentation on the required custom fields for CRM (located in the blue box).
Zoho Campaigns:
With Zoho Campaigns integration, you can utilize loyalty and affiliate data for targeted email marketing campaigns. Connect Zoho Thrive to Zoho Campaigns and ensure the data syncs correctly by setting up the necessary custom fields. This allows you to create segments and run campaigns based on loyalty and affiliate data.
Zoho Marketing Automation:
Integrating with Zoho Marketing Automation allows you to automate marketing workflows using loyalty and affiliate data, which helps in nurturing leads and retaining customers. To set this up, connect Zoho Thrive with Zoho Marketing Automation and define triggers and actions based on loyalty program activities and affiliate sign-ups.
Zoho Bigin:
For small businesses, integrating Zoho Thrive with Zoho Bigin helps manage loyalty and affiliate program data within a simplified CRM. Connect Zoho Thrive to Zoho Bigin and add the required custom fields to ensure data synchronization.
Zoho Books (Upcoming):
The upcoming integration with Zoho Books should enable you to manage financial transactions related to affiliate payouts within your accounting software. This integration should allow you to track affiliate commissions and payouts directly in Zoho Books.
Other third-party integrations include HubSpot, Pipedrive, and Klaviyo.
Ready to Thrive?
That is going to conclude our Zoho Thrive overview. For more information and updates, subscribe to our newsletter and check out our webinars and tutorials on YouTube.
