Category : Zoho Campaigns

3 Things a Zoho Campaigns Consultant Does For You

Zoho Campaigns Consultant = Peace of Mind

If you’re reading about marketing strategies in a blog that’s specific to Zoho consulting, chances are you’re looking for some help with Zoho Campaigns, or one of the many other apps in Zoho’s marketing stack.  And, we can definitely provide that to you. But, what you may not know is that using a Zoho Campaigns consultant is about more than just getting your Campaigns app set up the right way. It’s about giving you confidence in Zoho’s flagship marketing app (well, at least until MarketingHub usurps it) and taking stress off your plate.  It’s about giving you peace of mind in an area where you previously didn’t have much.

zoho campaigns consultant

What can a Zoho Campaigns Consultant do for you?

Zoho Campaigns gives you a lot to play with, especially during setup.  Upon first login, you’re greeted with an enormous dashboard and no good place to start.  What’s to do?

Well, that all depends.  In order to know what exactly to do with setting up Campaigns, you (or your consultant, in this case) will want to take a step back and consider some questions:

  1. What is your marketing objective by using Zoho Campaigns?
  2. How frequently do you want to email your prospects?
  3. What metrics do you use to measure marketing success?

The reason for asking these questions is simple.  Anyone can set up Zoho Campaigns so it works “correctly.”  But, whether or not the system is set up for your business’s needs is something else entirely.  Your answers to those questions will help your consultant set up Zoho Campaigns for you.

Diving a little deeper…

Let’s explore these questions in a little more depth.

  1. What is your marketing objective by using Zoho Campaigns?  
    • Believe it or not, your answer matters here.  For example, your app will need a different configuration for garnering new leads (outbound marketing) than it will for contacting lists of customers or prospects who already know you (inbound marketing).  You’ll use different aspects of Campaigns, either way. And, your answer will inform what kinds of information you’ll need synced to Zoho CRM.
  2. How frequently do you want to email your prospects or customers?
    • Zoho’s pricing model varies depending on the number of emails you’d like to send per month – or, the number of contacts you’d like to be able to send emails to.  For emailing large numbers of contacts, you may want to set up segments for your mailing lists. And, to protect against spam reports for very large lists, you may want to vary your sender name or even your email domain in some cases.  This ultimately protects your domain and your brand so you can use Zoho Campaigns without worrying about being blacklisted every time you hit Send.
  3. What metrics do you use to measure marketing success?

zoho campaigns consultant

    • The stats you want to track to measure your own success will dictate how Campaigns is set up.  For example, maybe you measure success in the number of signups you get for a service, or maybe you’re only tracking email opens – or, maybe you want your email marketing to lead your prospects down the entire sales funnel.  Of course, you’ll modify the content you create based on these goals too, but your Zoho Campaigns consultant will recommend a slightly different setup depending on your goals.

By coordinating with a Zoho Campaigns expert, you can make sure your marketing app will be set up according to the answers to these questions, and more.  Proper training would of course cover the whole spectrum of the app, but that too would be tailored to your needs somewhat to avoid confusion.

Let’s reframe: What happens without a Zoho Campaigns Consultant?

A number of things can happen.  From best to worst:

  1. Campaigns won’t be set up according to your needs – so, even if it’s somewhat effective for boosting business, you may have untold room for improvement.
  2. Your staff will find the software too difficult to use due to improper training – or lack thereof entirely.
  3. Your customers will be confused by your marketing efforts because of misunderstanding the software’s purpose, and you could actually lose business.

Don’t fall victim to improper Zoho usage!  Your success is imminent.

zoho campaigns consultant

Good email marketing can mean the difference between a flat year or a banner year for your business – and, you have the power to decide how it all goes.

If you’re like most people involved in a business, you don’t have time for another set of responsibilities, or at the very least you’d like having some work taken off your plate.

Don’t stand for figuring out another piece of marketing software on your own.  Get an assessment at ZBrains and begin your journey with a guide.

The New Zoho Campaigns UI

The Zoho Campaigns UI Has A Fresh New Look

Keeping your customers and clients-to-be engaged when they have so many other things going on in their lives is one of the most valuable things one can do when managing a business – otherwise, what are you to them?  Will they even remember you after your most recent conversation?  Zoho Campaigns is Zoho’s email marketing tool, and although it’s historically been a fine tool for sending emails and tracking statistics, it’s just added a load of customizable options and a good dose of marketing automation –  so you can engage your audience even more easily, and do it in style through the new Zoho Campaigns UI.

Here are 6 great ways the new Zoho Campaigns UI helps keep your marketing machine in gear and can help keep you at the top of your audience’s minds.

1. Updated interface designed your way.

The new Zoho Campaigns UI allows you to work smarter with a new, customizable dashboard, to maximize your efficiency. With this dashboard you can get an overview of your email campaigns, and add only the widgets that you want to see, so you aren’t wasting valuable space on your screen. With the My Short tab, you can achieve smooth transitions with tabs that group your favorite features together, allowing for effortless focus on just the tasks that make up your workday.

2. Advanced Email Design Capabilities

Creating email campaigns has now become even easier. The new Zoho Campaigns UI allows you to create responsive and more complex email templates. The new drag-and-drop editor makes building email templates easy, and the new UI also makes it much easier for you to add pre-header text, attachments, and links to your social media pages. You can even preview what your campaigns will look like on any device using the built-in Litmus test. Want to go back to a previous version of your email? Well, Campaigns now saves all past iterations so you can!

3. New Image Editing Precision.

In the previous version of Campaigns, you could only upload and resize an image.  Now, you can combine your creativity and knowledge with added tools that allow for editing images from within Zoho Campaigns. That means you can crop, retouch, and even add text to the images that you upload! With more image editing options available your creative capabilities are extended, as is your ability to connect with your audience using engaging images.

zoho campaigns ui dynamic-content-updated4. Automation Puts More Flow Into Your Workflows.

Gain back valuable time in your day with expanded automation. With a number of added customizable autoresponders, triggers, and workflows, you can target your audience based on their behavior, clicks, and actions. Take automation a step further with the introduction of dynamic content, which can change the content of your emails based on subscriber or list segmentation. You can also set rules to ensure that your clients aren’t bombarded by emails.

 

5. Define User Roles and Permissions.zoho campaigns ui roles-and-privileges

Ever worry that a new Zoho Campaigns user will accidentally delete one of your email campaigns? Well, the new Zoho Campaigns UI even takes care of this problem with new settings for team member permissions and roles, just like in the CRM. You can also set managerial approvals so no campaign ever goes out without being approved first!

6. Reporting Features to Campaign Smarter.

Knowing how your campaigns are performing is integral in the structuring and design of future campaigns. The new UI allows you to track your campaign’s success with comprehensive analytics on a customizable dashboard. You can drill down into your campaign data even further than before with reporting on specific devices, email clients, and browsers that your clients used to view your campaigns. Add Google Analytics to Campaigns and track activity back to your website, and suddenly you have access to much more data – and ways to bridge gaps to connecting with your clients – than ever before.

The new Zoho Campaigns UI is available for all users! Pricing for Zoho Campaigns begins at $5/mo for unlimited emails and up to 500 users. Interested in learning more, implementing Zoho Campaigns, or starting on another Zoho app like MarketingHub? Contact a member of our team! We are Zoho Certified Consultants here to help. Give us a call at (888) 207-4111 or click the button below and we will reach out to you!

 

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From Sales to Social – Enhance The Customer Experience

In today’s ultra-digital environment with endless information and limitless options, the businesses that provide the best customer experience are king.  As you may well know, there are lots of different ways to interact (or not) with your customers, and there are many schools of thought on this.  But, generally speaking, people want to feel like they’re buying from a trusted brand, someone with a social media presence, someone able to nurture them from point A to point Z without it feeling like a sales process.

Bearing all that in mind, Zoho Corporation has tuned three of their apps – CRM, Campaigns, and Social – to give your business these very powers and cut away from the myriad others trying to do what you’re doing.  The difference truly is in the experience you give your customers with these apps.

How Zoho Can Help You

Here’s How Zoho Can Optimize The Customer Experience

Zoho CRM Accounts ScreenshotZoho CRM – The Customer Experience Hub

Zoho CRM is your most basic database, the place where you can reach out to your customers and reference past work or projects. You can set tasks and reminders to reach out to your customers in a timely and convenient manner all for the purpose of giving your customers a smoother journey through your sales funnel. You can also use the information inside to plan campaigns: Calling, emailing, social media, or even updating content on your website.

For example, you might see through Zoho CRM web-to-lead forms that only small number of prospects are coming to you through a landing page for one of your most profitable products, so you’d know that you’d need to improve your content around that product.  And for another example, you might have received a glut of new leads and want to contact them all at once – perhaps a job for a mass email from the CRM – or something a bit more sophisticated, like an email marketing app.

Zoho Campaigns – Email Marketing SimplifiedZoho Campaigns email marketing template screenshot

The benefits of email marketing are abundant. You can improve sales and conversion rates at a reduced cost. Being able to run campaigns easily in Zoho Campaigns helps to simplify your email marketing. Here you can create emails with beautiful customizable templates, track what content your prospects are engaging with, and receive up-to-date reporting and performance data. This information will keep your customers engaged and informed.

Campaigns integrates with Zoho CRM, so you can import your customer lists directly into it. You can create automation and workflows to ensure that your customers can receive personalized content that’s also relevant to them. Additionally, you can compliment your email campaigns with social media posts. Share your email campaigns, invite your subscribers to your pages, and create Facebook landing pages – all on one platform! Check out more on the power of Zoho Campaigns here.

Zoho Social Media Notifications Screenshot

Zoho Social – Post Easily and Effectively

Zoho Campaigns is not the only place that you can place you can manage your social media. Zoho takes it one step further with Zoho Social. Here you can manage all of your platforms in one place. Schedule social media posts as you see fit or by using SmartQ, which will suggest dates and times to post for optimum reach and engagement. Social’s new bulk scheduling tool will allow you to upload multiple posts at once, saving you tons of time!

Track customer engagement and respond to customer messages directly from the app. Did someone like your post or mention you in a tweet? Zoho Social will let you know! Social media marketing can be very valuable for your business when done right. It allows customers to connect with your business without feeling pushed. With in-depth reporting and analytics, you’ll know which posts received more engagement, and on which days. Stay the top of your customers’ minds and give them the knowledge they need to come to you when they need you.

 

Keeping your customers engaged is important to ensure that they have a positive customer experience. Communicating with them in a timely manner will show that your business is dependable while keeping them engaged through email or social media campaigns will build trust with your business as a reliable source of information. Zoho can help you optimize these processes.

Interested in learning more? Contact a member of the ZBrains team today!

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The Power Of Zoho Campaigns and CRM Integration

The evolution of marketing and business development has grown leaps and bounds over the last few years. As software has offered increasingly more features and benefits, the days of disconnected CRM software and email management systems are over. You can now have information, data, and reporting at your fingertips through multi-platform accessibility. Zoho Campaigns, for one, has not only grown with the evolution – it has led the way in terms of features and functionality. From creating emails with beautiful customizable templates to tracking and reporting what content your prospects are engaging,

Zoho Campaigns allows you massive insights into your email marketing campaigns. Best of all, the integration with Zoho CRM offers unparalleled visibility into those engaged with your content and pipeline.

Here are 4 reasons why you’ll love the power of Zoho Campaigns and CRM integration

1. Reach out to your leads, prospects, and customers with ease.

With Zoho Campaigns and Zoho CRM integration, you can track engagement and email exchanges all-in-one. Your entire marketing team can use Campaigns to send email messaging through a multi-user account, which means that visibility into all activities is second-to-none.

Efficiency is key when it comes to this integration. If you have customer lists in Zoho CRM (of course you do!) you can see these campaign results within each prospect record – so the next time you’re on a sales call, you won’t need to switch between multiple applications to find answers to your prospect’s questions. Everything is in one record through your CRM.

Zoho Campaigns

2. You’ll know how well your campaigns performed against your sales contact list.

When deciding who to actively prospect and who to set aside, for now, the data and subsequent decisions will be right before your eyes. Email marketing provides a detailed look into who’s interested – and who isn’t. After all, for every $1 spent, email marketing generates $38 in ROI. Now that’s impressive.

Within Zoho Campaigns, you can also customize your lists to reach the right audience. You can segment your lists based on specific criteria, such as business type. This makes custom, targeted engagement a very simple task.

3. Your data will always be up-to-date.

The advanced sync between Zoho CRM and Zoho Campaigns allows users – you – to maintain up-to-date versions of contact and lead information. When a prospect engages, this data will pull into your CRM. When a prospect opts-out, they will be automatically unsubscribed from your mailing list and you will receive a notification. You won’t be working with old data, meaning quality will be assured every single time.

4. Your sales staff won’t need to toggle between various software.

Your sales staff have other, more important tasks to worry about – like closing deals. That’s why they won’t spend time toggling between various pieces of software. They won’t need to pull open your CRM alongside your email marketing software while trying to make sense of the data. Instead, Zoho Campaigns gives your sales team one unified platform to monitor and provide all of the information in one place, making them more efficient – and closing more deals – in the meantime.

We love the integration between Zoho Campaigns and Zoho CRM – and we are sure you will, too. To learn more about how this will work for your business you can contact us. Or you can enable your team today by signing up for a private Zoho CRM training support session!  Lastly, for even more great, integrated marketing features, we strongly recommend checking out Zoho Marketing Hub, the latest marketing funnel management app from Zoho.

How to create a Zoho Email Campaign

How to Create a Zoho Email Campaign

zoho email campaign

Mass email strategies w/ Zoho Campaigns

Sending out a mass Zoho email campaign with Zoho Campaigns looks like this in a 1-2-3 step process:

  1. Prepare the campaign
  2. Send the campaign
  3. Evaluate the results

Experience shows that a little bit of planning ahead can greatly improve the results of your campaign. Also, setting some time aside to evaluate the results (which is very easy with the flood of statistics Zoho Campaigns provides) can help you optimize your campaign strategy.

The following scenario will assume that you are using Zoho CRM integrated with Zoho Campaigns.

Zoho Campaigns Workflow

Preparing the campaign

Zoho Campaigns needs a one-time setup when you first sign up:

  • Verify the sender email addresses
  • Do you have access to DNS records? This is required to verify the domain ownership, and avoid being marked spam

To have the right account settings, you also need to consider:

  • How many recipients per month?
  • How many emails (=campaigns) per month?
  • How many email variations (=template)?

Then for each campaign consider the following pre-flight checklist:

  • Who will be the SENDER of the emails?
  • Which contacts/leads will be the RECIPIENTS?
  • Who will provide the copy and the design for the campaign?

For an email campaign you will need:

  • The CONTENT – which can be created as free format HTML -or- by using a reusable template. You may build your own templates or simply use one of Zoho’s preexisting templates (reference below) from a library provided by Zoho.Zoho Campaigns Templates
  • The list of RECIPIENTS – this data comes from your Zoho CRM through the data sync. The synchronization between Zoho CRM and Zoho Campaigns happens in the background, automatically (after the one-time setup) pulling all of your Leads and Contacts to generate a list of emails to market to.

Zoho CRM Integration with Zoho Campaigns

Sending the campaign

Once you have these ingredients, you then have to put on the finishing touches:

  • Designate the sender address (the person the Zoho email campaign will appear to be coming from)
  • The subject line – this is where brevity and relevance matters a lot and will have a significant impact on your open rates.
  • Have the content reviewed by Zoho – this is their security measure to prevent potentially objectionable content to be sent from their system.
  • Schedule your campaign to go off at the specified time.

A few tips for designing good a Zoho email campaign:

  • Have permission to send mass emails to your recipients or run the risk of being penalized for unwanted emails.
  • Be relevant – design your subject line and your content to speak to your audience, as they will open your email only if they find it interesting. Error on the side of simplicity, keep it short and to the point with your messaging.
  • Use a Call To Action – Your reader will think “I have read your email, now what?”… You want to explicitly tell them what action they should perform next after reading your email.

Evaluate the results

Zoho Campaigns offers a lot of statistical insights for your Zoho email campaign.

Zoho Campaign Results

The key metrics you definitely want to monitor are:

  • Bounce rate – this tells you about the quality of your recipient list
  • Open rate – which measures whether your subject line was successful to capture the attention of your recipients (the sender’s account also has an impact on this)
  • Click through rate – which measures the appeal of your Call To Action
  • Obviously, the Unsubscribe rates should stay at a minimum, but it’s another stat to keep an eye on.

To sum it up, executing a successful email campaign through Zoho Campaigns will take time, testing and persistence. No campaign is ever perfectly executed the first time, but if you follow the steps mentioned above, you’ll surely be on your way to building a profitable Zoho email campaign strategy.

Do even more with Zoho Email Campaigns: Use the Zoho CRM Campaigns Module

zoho crm email campaigns

Zoho Corporation has come out with a new update to the Zoho CRM Campaigns module that allows the user to do even more with email campaigns in Zoho.  If using the Zoho Campaigns app isn’t quite your speed, or you just want something a little more streamlined, Zoho’s Campaigns module makes setting an email campaign straight from the CRM fairly straightforward.  You can use related lists to send or exclude members from campaigns, check out fairly detailed analytics, and even set up something close to an autoresponder.  You can read about this in more detail in this Zoho CRM Campaigns module blog post.

Ready to see even more about what Zoho can do for your business?

As always, we’d love to hear your opinion of the strategies expressed in this article.  Please feel free to contact us if you’d like our team of  Certified Zoho Experts to come by your side and help you build your Zoho Campaigns strategy and then train your team. It is our pleasure to offer services and support that meet your everyday Zoho needs.