Marketing Automation Product Tour

This quick tour of Zoho Marketing Automation will help you navigate your way through all the features the product has to offer.

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Generate great leads

Smart pop-ups

Get more leads for your business by adding sign-up forms and smart pop-ups to your website, landing pages, and social media posts. You can assign an action upon which the pop-up will appear on the users' screen.

Smart pop-ups

Get live data

While organizing a webinar or an event, make the most of the on-spot forms to collect the attendee data. This data will help to nurture them into leads and eventually, customers.

Get live data

Touchpoints

Touchpoints allows you to see which URL from your website gets more visits and the medium that gets the most leads. Based on this information, you can better decide which medium to concentrate on.

Touchpoints
  • Smart pop-ups
  • Get live data
  • Touchpoints
Smart pop-ups Get live data Touchpoints

Web behaviour marketing

Website tracking

Understand the online behavior and patterns of your leads and tailor your messages to them accordingly. Learn how visitors are interacting with your website in terms of page visits and link clicks.

Website tracking

Website goals

Define goals for visitors, group them based on their actions, and create a more personalized experience.

Website goals

In-app tracking

Understand user interaction with your product and get a clear understanding of features that interest them. Send tailor-made content to improve and personalize their experience.

In-app tracking

Purchase abandonment

When you see that your customers have selected items to purchase but have not yet made a payment, send relevant emails to remind them about items in their cart.

Purchase abandonment
  • Website tracking
  • Website goals
  • In-app tracking
  • Purchase abandonment
Website tracking Website goals In-app tracking Purchase abandonment

Create personalized journeys

Create journey

Create customized engagement plans for every lead and nurture them from the very beginning. Visualize and map your users' experience with your product or service.

Create journey

Design your own flow

Use the drag and drop editor to give your marketing plan a pictorial representation. You can either choose a pre-designed journey template or start from scratch.

Design your own flow

Set triggers

Set the right action triggers -- from when the emails should be sent, to when a lead should be removed from your program. For instance, submission of the sign-up form could be set as a specific trigger.

Set triggers

Track journey

Trace each lead's journey from start to finish with detailed reports. You can check the reports based on the goals set, leads, or the message sent.

Track journey
  • Create journey
  • Design your own flow
  • Set triggers
  • Track journey
Create journey Design your own flow Set triggers Track journey

Manage leads

Intergrations

Boost your business by integrating Zoho CRM, Zoho Creator, Zoho Contacts etc.

Intergrations

Workflows

Use workflows to categorize subscribers based on their behavior and information, then perform various actions.

Workflows

Customer response

Understand recipient behavior by tracking the clicks and page views performed on your site. Assign goals and keep records for each of your recipients. You can also compare your campaigns to understand what works and what doesn't.

Customer response
  • Intergrations
  • Workflows
  • Customer response
Get consent Intergrations Workflows Customer response

Multi-channel marketing

SMS Marketing

Marketing Automation integrates with Twilio and Clickatel to send SMS messages to your mobile audience. You can send relevant, personalized text messages to your contacts and later see sent, delivered, and opened messages. With multi-channel marketing, including SMS, email, and social media, it's easy to improve your future campaigns.

SMS Marketing

Automation

Use autoresponders to make your email campaigns more effective. Engage more effectively with your contacts by sending a series of automated messages based on contact activity. You can automate welcome messages, birthday wishes, onboard training, and more.

Automation

Campaign reports

Get real time reports of your own campaigns' activity and that will help you understand what works and what doesn't. You can also study your campaigns' performance and compare campaigns.

Campaign reports
  • Email Marketing
  • SMS Marketing
  • social-Campaigns
  • automation
  • Campaign reports
SMS Marketing Automation Campaign reports

Lead scoring and tagging

Allot scores

Assign scores to your leads based on their website activities - opens, clicks, forwards, and follow-ups. Target them individually by attaching tags based on their interests and activities.

Allot scores

Lead insights

See how many leads you have gained over a specific period of time and evaluate the effectiveness of your lead generation activities.

Lead insights

Lead stages

Get to know which sources you're getting leads from so you can focus on targeted promotions. You can identify them as raw leads, marketing ready, marketing engaged, marketing qualified and sales ready.

Lead stages
  • Allot scores
  • Lead insights
  • Lead stages
Allot scores Lead insights Lead stages

Plan your marketing campaign

Gauge perfomance

Drive brand awareness by establishing a connection with your audience on various platforms that they use.

Gauge perfomance

Track your ROI

Plan your marketing activities across mediums, allocate a budget, and achieve your ROI.

Track your ROI
  • Gauge perfomance
  • Track your ROI
Gauge perfomance Track your ROI