How to set up an account with Zoho MarketingHub?

Once you sign up to Zoho MarketingHub account and you’re already a user in Zoho Campaigns, you can share your Campaigns account’s data with your MarketingHub account. If you a new user, you need to add fresh data to get started.

When you want to share data with MarketingHub?

By associating your existing Campaigns account, your data from Campaigns will be shared with your MarketingHub account. You can synchronize and share your Zoho Campaigns data with Zoho MarketingHub by following the steps below:

From the Navigation toolbar, select Settings and choose Service Sync Settings.

In the Data Sharing Setup page, you can see the data that are shareable, non-shareable, and the data that are common for both the applications.

You can choose the data to be shared, by clicking the Edit button in the Shareable data subtab.

Following are the data that cannot be shared (Non-shareable data):

Campaign Policy

Manager Approval

Pages and Emails

Notification Settings

Audit Logs

However, the Campaign Policy that you have in Zoho Campaigns can be replicated in Zoho MarketingHub.

Click on Switch to common limit to have the same campaign policy for both apps.  (OR) Click on Switch to separate limit to have a different campaign policy for both apps.

If you choose to have a common email policy for both the applications, the changes that are made in one of the apps will be reflected in the other app as well.

If you choose to have a separate email policy for both the apps, changes made in the policy will be applicable only in the respective application.

Common data will be available in Campaigns as well as in MarketingHub. 

In the Zoho MarketingHub subtab, you can view the MarketingHub's data that are being shared with Campaigns. Sharing of these data can only be configured in MarketingHub and not in Campaigns.

What happens when I create a new account in Zoho MarketingHub?

By creating a new MarketingHub account, you need to add fresh data to get started.

To start with, from the Navigation toolbar, click Settings.

Company Profile – Add company name, mail address, website address, phone number, industry, privacy policy link, Terms of use link, and brand logo.

My Profile – Add name, email address, country, region, city, and lead name format.

Manage Users – Send invite to add new users in your organization.

Next Step

Explore the Zoho MarketingHub homepage

• Related Articles

• How to I sign up for Zoho MarketingHub?

  To open a free trial account with Zoho MarketingHub, go to https://www.zoho.com/marketinghub/  and use the signup form to create an account. If you would like to upgrade to one of our subscription plans, please ...

• Exploring the Zoho MarketingHub page

  Your workspace Drive more leads, build a comprehensive marketing plan, and optimize your marketing efforts with automation. Essentials Organize your data, get help, access the marketing calendar, and manage your profile in one place. Your library & ...

• Zoho MarketingHub plugin for WordPress

  Zoho MarketingHub plugin for WordPress allows you to monitor the activities in your web pages and posts, and analyze their performance using the web assistant tracking code, and also allows your website/blog visitors to subscribe to your mailing ...

• Migrate from Zoho Campaigns to Zoho MarketingHub

  Introduction Before you switch from Zoho Campaigns to Zoho MarketingHub, it is important to have a basic understanding of what this migration process is, how to proceed and most importantly, the do's and don'ts during migration. In this article, ...

• Integrate your SugarCRM account with MarketingHub

  Integrate your SugarCRM account with MarketingHub and import the leads that you have in various modules of SugarCRM. Import them and send email newsletters to them by adding them to your mailing lists. Pre-requisites: Before you integrate your ...