MarketingHub
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, ...
Setting export policy
Password preference lets administrators allow users to set a password for file export. Setting a password is not mandatory but it's be safer to opt for a password while exporting data. Prerequisites You need the Standard Admin role to edit ...
Configuring content approval
Content Approval lets administrators of the organization review the email content before the email campaign is sent. It's important for the administrators in the organization to be aware of the content of every email that is sent on behalf of their ...
Setting email limits
Email Limits let administrators manage the number of emails sent to a lead on a daily, weekly, or monthly basis. It's essential to maintain the appropriate number so that you don't spam your leads or mail them rarely. The preferred limit of emails ...
Viewing API settings
API provides access to different operations of campaign and list management. One of the most useful features is removing the need to log in every single time. Resellers can use Zoho MarketingHub's API to integrate our functionalities in their ...
How can I set up webhooks
Webhooks let you collect real-time data from other applications and websites over the web. The websites that you need information from are hooked to a URL, which is set up in the application you are currently using. Every time these websites are ...
Integrate with Wistia
Zoho MarketingHub integrates with Wistia which allows you to import videos and use them in your email campaigns. With this integration, you can also view statistics and details of your leads who viewed your videos. Integrate with Wistia In this ...
Connecting with third-party applications
Integrate with Eventbrite 1. From the Navigation toolbar, choose Settings. 2. Select Apps under Integrations. 3. Mouse over Eventbrite and click Connect. 4. To comply with GDPR, we inform the activities that will be performed after integration, ...
Connecting with Zoho applications
Integrate your Zoho CRM Account 1. From the Navigation toolbar, click Settings. 2. Select Apps under Integrations. 3. Mouse over Zoho CRM and click Connect. 4. Click My Account from the Connect drop down. 5. To comply with GDPR, we inform the ...
Connecting with SMS applications
Once you have signed up with any of these gateways, you will need to integrate them with Zoho MarketingHub to send large volumes of SMS messages. To integrate Clickatell with Zoho MarketingHub: Sign up with Clickatell and buy SMS credits. Copy the ...
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 ...
Integration with ZenDesk
Integrate with Zendesk 1. From the Navigation toolbar, choose Settings. 2. Select Apps under Integrations. 3. Mouse over Zendesk and click Connect. 4. Enter your Zendesk subdomain URL and click Proceed. 5. To comply with GDPR, we inform the ...
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 ...
Integrate your Salesforce account with MarketingHub
Integrate your Salesforce account with MarketingHub and import the leads that you have in various modules of Salesforce. Import them and send email newsletters to them by adding them to your mailing lists. To connect your Salesforce account: 1. From ...
Integrate with Zoho Commerce
Pre-requisite You need to publish your store in Zoho Commerce. Only then you can integrate with Zoho MarketingHub. Integrate Integrate your Zoho Commerce account with MarketingHub; manage your products, orders, customers, and carts; and have ...
Integrate with Zoho Meeting
By integrating your Zoho MarketingHub account with Zoho Meeting, you can: Add the registrants and attendees of your webinars to your mailing lists. Send campaigns about the details of your webinar to the registrants. Send promotional newsletters to ...
Connecting with social media applications
To connect Facebook account From the Navigation toolbar, choose Settings. Select Apps under Integrations. Mouse over Facebook and click Connect. To comply with GDPR, we inform the activities that will be performed after integration, We'll share the ...
Connecting with image hosting sites
Integrate with Bigstock 1. From the Navigation toolbar, click Settings. 2. Select Apps under Integrations. 3. Mouse over Bigstock and click Import images. 4. You can import images directly in the image section of Library tab. Integrate with ...
Connecting with cloud storage services
Integrate with Dropbox 1. From the Navigation toolbar, click Settings. 2. Select Apps under Integrations. 3. Mouse over Dropbox and click Connect. 4. To comply with GDPR, we inform the activity that will be performed after integration, We will ...
Connecting with G Suite applications
Integrate with Google 1. From the Navigation toolbar, choose Settings. 2. Select Apps under Integrations. 3. Mouse over Google and click Connect. 4. To comply with GDPR, we inform the activity that will be performed after integration, Import ...
How to export audit logs
With this feature, you can keep track of all the activities taking place within the organization. You can export audit logs to save them as a backup. By default, there will be 100 logs on the page, but you can change that to 200. An entry in the ...
Customizing signup pages and emails
Zoho MarketingHub lets your leads update their profile, tell a friend, and resubscribe and unsubscribe via email footer links. The link to do all these activities will be present at the footer section of the email that you send. On the create ...
Customizing header and footer
When you send an email campaign, the display links shown in the header and footer give background information, such as the sender of the email, and provide links, such as Update profile and Tell a friend. You can decide on what and how you want to ...
Encrypting a custom field
How to encrypt a custom field From the Navigation toolbar, choose Settings. Select Custom fields under Customization. 3. Click the Add new button and select which custom field you wish to add. 4. Click the Encrypt ...
Creating custom fields
Zoho MarketingHub allows you to create custom fields for your leads to store extra information. With custom fields, you can feed any type of information, set character limits, and use them to save data that is specific to your business needs. In this ...
Managing RSS merge tags
RSS Merge Tags are used to fetch the blog content from a website that has an RSS Feed. Now, you can send email without having to create the content. Simply create an RSS Campaign and add these merge tags. They will fetch the content from your RSS ...
Managing social merge tags
You can include merge tags for sharing the email campaign on Facebook, Twitter and LinkedIn to get a better reach in social media. This will let your leads share your email campaign on social media. How is social merge tag helpful? You can use these ...
Managing custom lead merge tags
Lead custom tags are those, that you can define according to your needs from a list of lead fields and the custom field data. This gives you the liberty to use more number of fields than the available predefined fields. You can choose from the ...
Managing video merge tags
At Marketing Hub, you can link your favorite videos from YouTube and Vimeo.com in the form of thumbnail images in your email campaigns. This linking is enhanced by media based merge tags which provide a simple way to add videos in your email ...
Managing predefined merge tags
Merge tags are used to pull data directly from predefined fields to your email campaigns. You can personalize your messages with your recipient's name, address, and other details using merge tags. You can also personalize the subject and the ...
Updating Imprint details
Before you send an email campaign, make sure your campaigns clearly show who the sender is and provide sufficient contact information so that the recipients can contact you. This information must be directly and permanently visible to the recipients. ...
Managing sender details
A sender address is the From address you use to send email newsletters to your leads. Your sender address will help recipients identify you as an email marketer promoting your brand or business. As a measure for avoiding spam, you can only use ...
How to Authenticate your Domain with Zoho MarketingHub
Domain authentication is a mechanism that verifies the email from the point of its origin by validating the email sender. It checks emails to rule out any possibility of spamming or spoofing thereby protecting your sender reputation. Authenticating ...
How can I manage users
Zoho MarketingHub has two roles by default: Standard admin and Standard user . A standard admin handles user activities and deals with organizational tasks. Each organization must have at least one admin to handle critical operations, such as user ...
How can I manage my Company Profile
Before you start generating leads using Zoho MarketingHub, you need to enter information about your company. Set up your company profile and enter information such as name and company address along with your brand logo. This information will be used ...
How to manage My Profile
Before you start generating leads using Zoho MarketingHub, you first need to set up your profile with information such as your name, country, region, and email. Updating location-related information will enable you to find the number of recipients ...
How to configure notification settings
Notifications consists of two parts: Campaign settings and Mailing lists. You can receive timely notifications about your campaigns and mailing lists by configuring the respective notification settings. This way, you can be updated on the progress ...
How can I manage roles and privilege settings
When there are multiple users in your organization, it is essential to be attentive about data access. We try to make it as easy as possible for you to maintain the balance between easily sharing data between team members, yet maintaining strong ...
Managing your subscriptions
Zoho MarketingHub has two plans: Standard and Premium. We provide our users with an initial 15-day trial period during which they can use and explore all product features without any feature restrictions. After the trial period, you can choose the ...
Exploring email templates
Zoho MarketingHub has the Email Templates section in the Library which allows you to save the templates that you've designed for future use, saving you a lot of time and effort. You can also retrieve saved templates from this section and send email ...
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