Email Workflows & Automation in Zoho Campaigns

This video on email workflows was taken from our June 2022 webinar on Zoho Campaigns.

See the full Zoho Campaigns Webinar here:

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[paulbaker]

really helpful video. Thank you for taking the time to make it.

[amilleagawin]

Hi is Zoho Campaign that is being showed in the video the same Zoho Campaign that is found in the modules of Zoho CRM? I am using Campaign Module from Zoho CRM and the UI is not the same as your video. How do I have the same as in your video? 😥

[jimtolbert]

Really helpful. Thanks. Learned from your content.

[BuddyQuaid]

Hi Tyler, I saw in your CRM, you had "Interests". How are you syncing those with Campaigns or is that automatic?

[LukaszS]

How can we pull the sent emails within workflows to CRM to see which leads received those emails and see if they opened/replied?

[scottwiseman]

i wished you talked more about the CRM tasks

[Spade]

Do you know if there's any way to create a never ending drip campaign in Zoho campaigns? And every now and then the automation is paused, a new email is added to the end and people would be in various stages with new people coming in and starting from the beginning?

[GrantBoonzaier]

Thanks for your video, but you do not show how to continue the flow after its delivered. What's the logic here? If delivered moves on to another email after 3 days, and if opened moves onto an email after 1 day, I assume they sit in a delivered state until either of the time conditions is met? Now if they move down the delivered but not opened funnel and then they do open the email, I cannot add them back to the flow under opened email, I have to duplicate the flow emails under the initial delivered but unopened. Very frustrating

[chrisburns]

For the response options, if someone opened and clicked on a link for an email, are they included in both "Opened" AND "Clicked?" I set up a workflow using the response feature, but then set it up to send the same email to all of those buckets of people (at different timings), but I don't want to be sending duplicate emails.

[theislandwife]

Hi, can you make a video on how to make 3 sequences of emails that will be in automation? I need a tutorial for this. Thank you..

[waltermazzola]

Is there a way to play in the workflow with the site conversions (purchases). Let's say I want to send a second email to user who 'click in a link' AND 'did not generate a conversion in my site'. Can I do this? Thanks.

[Glutenanddairyfreelife]

What version of Zoho CRM are you showing? Professional? Enterprise? I want to start with Zoho so I need to decide which version to choose. Tia

[ErinSiverd]

Can you create a workflow using a survey as the trigger?

[nathanielrogers]

This was very helpful. I have a quick question. I create workflows but I can't find how to connect them to my Campaigns. I want a lead to enter a campaign and cycle through my workflow and I track the progress through reporting. Is this possible? If so how