MarketingHub
Exploring images
The Images tab under Library module allows you to upload or import images and store them for future use. You can either upload images from your system or import images from image storage hubs like Google Photos, Flickr, Bigstock, Giphy and Unsplash. ...
Exploring signupform templates
Form templates in the Library module allow you to save the sign-up forms you've designed for future use. This means you don't have to create a new sign-up form every time you want to send one out, but can use the ones that you've saved in ...
Exploring attachments
The Attachments tab can be used to save documents that are frequently used. This way you can reuse documents quickly instead of searching for a particular document or uploading it every single time. You can attach a file to your campaign in the form ...
Understanding product levels
Based on audience interactions with the associated product, you can classify them under lead levels and customer levels. Tracking these levels helps you understand their relationship with the associated product , which helps you formulate suitable ...
Understanding data fields
Data fields are optional fields created to store and manage additional details about a product. You can create three types of data fields to capture product and lead/customer related metadata. Product data fields You can create product data fields to ...
Understanding product comparison and product insights
MarketingHub allows you to compare the details of the products your business holds and view these findings in a form of well crafted graphs. This analysis allows you to see the pros and cons of your products and determine which ones ...
Understanding promotions
Promotional campaign is a way of presenting your products in the market, convincing the consumers of its relative merits. Scripting an effective promotional plan is vital in pitching your reach into new verticals, thereby improving your brand value. ...
Understanding cross promotion
Cross promotion is when you use one product to promote other product. In products module, cross promotion can be done in two ways: Promoting other product - Here, you can promote another product listed under products module to the current product and ...
Understanding Products
Products in Zoho MarketingHub represent the services offered by your business. The Products is a feature that is targeted towards providing a comprehensive product-level marketing experience. It helps you understand your product's reach and the ...
List-based Reports
This is an advanced report that shows how your leads have responded to campaigns that you sent, top five campaigns and an yearly data on campaigns, all of this subject to a particular to a mailing list. From the Navigation toolbar, choose Leads and ...
Managing workflows
How do I edit a workflow? From the Navigation toolbar, select Leads and choose Workflows Mouse over the workflow you wish to edit. Click the Edit icon in the far-right corner. You can also edit a workflow by navigating to its Details page and ...
Activity-based workflow
This workflow's trigger is based solely on lead activity. These are pre-definable workflows that can be invoked for any entity, including signup forms, campaigns, and more. User scenario 1 Jane has embedded signup forms in her website, blog, and ...
Time-based workflow
This workflow triggers at the time you specify, either once or recurrently. User scenario One-time workflow Jane sends promotional email campaigns to all leads in her mailing list. She wants to give special offers to her active leads. To decide who ...
Instant workflow
This workflow, once activated, will trigger each time the conditions are satisfied. User scenario Jane has an online store for antiques. Leads join her mailing list through the signup form embedded in her website. To promote her collection of antique ...
Creating a consent email
Creating a consent email for your leads allows you to get their permission before sending out newsletters about your business or product. This is a two step process: There are two types of consent email that you can send: Recurring consent email: ...
Manage Consent
We aim to protect individuals from spam that has been sent through any mode of communication. As an email marketing service, we ensure that all our users get permission from their leads before sending emails. Zoho MarketingHub's Manage ...
Topics
Using Zoho MarketingHub, you can categorize your mailing lists under different topics so that you send your leads the right emails. Let them choose the topics they want to hear from you about. Using topics, you can let your leads know all the types ...
Sync leads from Zendesk
Zoho MarketingHub enables you to import end users from Zendesk as contacts. You can import verified and unverified emails from your account. There are options to import end-users from specific organization or tags. There are two steps to sync your ...
Set up sync with Zoho CRM
You can set up your sync settings to schedule periodic syncing of all your contacts and leads between Zoho CRM and Zoho MarketingHub on a daily, weekly, or monthly basis. Types of sync There are two types of sync that you can setup. They are: ...
Set up integration with Zoho Recruit
Zoho MarketingHub integrates with Zoho Recruit, which benefits the marketing and hiring process. This integration enables you to import candidates from Zoho Recruit to Zoho MarketingHub helping in effective execution of relevant newsletters and ...
Pushing data to Zoho Recruits
You can push your leads based on their status (opens and clicks) to the Contacts and Candidates modules of Zoho Recruit account. Leads who meet the following criteria will be pushed to respective modules in Zoho Recruit along with their member ...
Configuring Sync Settings
Configure your sync settings to keep all of your campaigns and contacts updated across both applications.You can push campaigns to Recruits to update contacts and campaign member status. To configure your sync settings, 1. Log in to Zoho ...
Syncing with Zoho Recruit
You can set periodic sync of candidates and contacts between Zoho Recruit and Zoho MarketingHub on a daily, weekly and monthly basis. Selecting a module 1. From the Navigation toolbar, select Leads module and select Sync services tab. 2. Click New ...
Sync leads from Google
Zoho MarketingHub enables you to import contacts from Google Contacts. Google Contacts are the contacts associated to your Gmail account. All you have to do is integrate your Zoho MarketingHub account with Google and create a sync. Then contacts in ...
Sync leads from Office 365
Zoho MarketingHub enable you to import contacts from Office 365. All you have to do is integrate your Zoho MarketingHub account with Office 365 and create a sync. Then contacts in your Office 365 account can be automatically imported as leads into ...
Sync leads from Zoho Analytics
Zoho MarketingHub integrates with Zoho Analytics to help you build your mailing lists made of analyzed data Analytics. The integration lets you import leads data from your database tables as leads in Zoho MarketingHub. You can map custom fields in ...
Sync leads from Zoho Creator
Zoho Creator is an online custom apps builder through which you can create different applications using drag and drop feature. Zoho Creator will have a form, reports and pages and in reports section, you can view the contacts and other details. These ...
Sync leads from Zoho Books
Zoho MarketingHub integrates with Zoho Books to help you build your mailing lists. The integration lets you import contacts from Zoho Books as leads in Zoho MarketingHub. You can map custom fields in Zoho Books to Zoho MarketingHub to maintain your ...
Sync leads from Zoho Invoice
Zoho MarketingHub integrates with Zoho Invoice to help you build your mailing lists. The integration lets you import contacts from Zoho Invoice as leads in Zoho MarketingHub. You can map custom fields in Zoho Invoice to Zoho MarketingHub to maintain ...
Syncs leads from Zoho Contacts
You can set up sync between Zoho Contacts and Zoho MarketingHub to import all your contacts from Zoho Contact account into a mailing list of your MarketingHub account. Set Up Sync 1. From the Navigation bar, click Leads and select Sync Services. 2. ...
Publishing your signup form
This is the final phase of the signup form creation process. By this point, you have customized your form and relevant thank you pages. We provide some options to share your signup form, including embedding it on your website, sharing it on social ...
Signup form reports
You can view the number of visitors who have submitted and confirmed their subscription. The following data is represented in the form of a doughnut chart: Form Views - Number of visitors who have visited pages embedded with your signup form. ...
Adding Thank You Pages and Signup Response Emails
When a visitor submits information through a signup form, they will be redirected to a 'Thank you' page. You can customize this page, or use our default thank you page. Select Leads from the Navigation toolbar and choose Manage Lists. Select the ...
Create segments
List segmentation is one of the widely used techniques to target their prospects / potential customers in marketing arena. In List Segmentation a user divides the mailing list into different sub-sets to focus on a set of customers. This ...
Import leads from file
Zoho Campaigns allows you to import leads from other sources into a mailing list. Before you begin importing leads, make sure that you've created a mailing list to save the data. In this guide, you’ll learn the different ways to import leads from ...
GDPR Settings
When you have enabled GDPR compliant email marketing , you can view the settings you have configured in the GDPR Settings subtab under Manage Consent . Subscriber Data Erasure When leads in EU want to unsubscribe from an organization, it is mandatory ...
Export leads
You can export leads in any format so that it provides a backup for your database. Apart from this, if you’ve sent a campaign to a mailing list, you can easily track the active leads. To export the leads: From the Navigation toolbar, ...
Sort leads
To sort leads: From the Navigation toolbar, choose Leads and select All leads. Click on Sort icon present next to Email address checkbox. Choose how you want to sort (ascending or descending) the leads. Move do-not-mail contacts to active list You ...
Delete leads
To delete leads: From the Navigation toolbar, choose Leads and select All leads. Select the email address, you wish to delete. Click the Delete icon present at the top of the section. This will prompt a message to confirm that you want to delete ...
Importing leads from Dropbox
Zoho MarketingHub lets you to import contacts from different cloud storage services. You can import contacts stored in Evernote as leads in Zoho MarketingHub. The file to be imported should meet the following requirements, ...
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