Zoho Survey Full Product Tutorial
What is Zoho Survey? Dare we say the simpler way to send a Survey? Zoho Survey provides a seamless way to send your current contacts a custom survey directly out of CRM. By creating a survey specific to your needs, you can match fields and contacts to the CRM while gathering all different kinds of […]
Zoho CRM Reports Overview
In this video tutorial, Tyler does a complete overview of the Reports module inside the CRM and some best practices for building reports. ? TIME STAMPS ?0:00 Intro1:20 Creating a Report5:10 Columns Review10:10 Creating a Custom Filter11:03 Creating a Chart13:10 Scheduling Reports
Zoho Campaigns Configuring Email Opt-Out Sync To Zoho CRM
By default, if someone opts out inside Zoho Campaigns, they are also opted out inside Zoho CRM. This could cause issues with existing Leads or Contacts inside your CRM. Here is a quick workaround and a best practice when using Zoho Campaigns and CRM.
Email Verification Using Clearout
In this video, Kody walks you through verifying your email list using Clearout. Using this verification process will help you avoid high bounce rates, emails in spam folders, or the worst-case scenario of getting “blacklisted.” ? TIMESTAMPS ?0:00 Intro0:40 Setting Up A Field In The CRM Module1:35 Creating A Report For Export3:39 Import Email List […]
One Firefly – Case Study
Executive Summary One Firefly is a full-service digital marketing agency with services including web design, content marketing, paid ads, graphic design, social media, and consultation. They are a team of over 65 who work remotely throughout the United States and Mexico. The Challenge Prior to working with Zenatta, our organization was relying on manual efforts […]
Using Dynamic Fields In Zoho Campaigns For Custom User Signatures
In this video, Wayne is guiding you through setting up a dynamic email signature that can be associated with the contact owner. ? TIMESTAMPS ?0:00 Intro1:19 Confirm Your Sync Is Set Up1:54 Create Your Campaign With Dynamic Fields3:11 Create A Custom Merge Tag4:32 Associate The Contact Owner Tag With Each Email Signature
Zoho Learn Full Product Tutorial
When it comes to your business’s success, it often boils down to how well your employees perform. Sure vetting the right employees for the job is important, but their training is even more crucial. Thus, in the SaaS world, LMS (Learning Management System) was born. A modern solution to training that allows businesses to develop, […]
A Few Things To Look Forward To Announced At Zoholics
Last week, we shared the opening experience of Zoholics London and what to expect for the next 25 years. This week, we thought we would share some of the main highlights announced from Zoholics ranging from new products to enhancements to existing applications. Though we can’t give the exact details on some of the things revealed, here […]
Zoho Analytics Dashboard Publishing And Share Settings
In this video, Tyler guides us through how to distribute, share, and publish your custom dashboards inside Zoho Analytics. Whether you want to share your Zoho Analytics dashboard in an email, a link, or in CRM, we’ve got you covered. Oftentimes you’ll want to share a dashboard with others and you could make it public […]
The Next 25 Years of Zoho – Zoholics London 2022
It feels like it’s been a decade since the last Zoholics in 2019, and the energy in London to kick off the Europe series of Zoholics definitely showed the excitement of everyone getting together for events again. A sold-out venue with 450 attendees, the opening keynote speaker, was Zoho’s Head Europe, Sridhar Iyengar, that opened […]
