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New Changes To Footers & Headers In Zoho Campaigns

In this tutorial, we navigate the recent changes in Zoho’s header and footer settings. Discover how to adapt to these changes, including setting up new defaults, bookmarking your templates, and maximizing the potential of the new email builder in Zoho Campaigns.

Automate Zoho Campaign Notifications Through Zoho CRM

Here is a follow-up tutorial explaining how to set up internal email notifications in Zoho CRM based on specific actions such as email clicks or opens. You will be able to set up a Zoho CRM workflow that triggers a task or pushes data to the CRM when a specified email action occurs, such as […]

Automate Internal Notifications Based On Email Actions In Zoho Campaigns

In this tutorial, we guide you through automating internal notifications based on email actions within Zoho Campaigns. We demonstrate how to create a campaign, set up a workflow for internal notifications based on email click, and suggests different methods for setting up all-inclusive internal notifications.

Using Zoho Survey Responses to Kickstart A Campaign Workflow

In this video, we explain how to enter a contact into a Zoho Campaigns workflow using Zoho Survey as a trigger. Follow this step-by-step guide to integrate the survey with the CRM and create a segment plus a workflow based on that integration. ? TIME STAMPS ? 0:00 Intro 0:50 Survey Setup & Connections 1:31 […]

Important Settings For Topics In Zoho Campaigns

Important Settings For Topics In Zoho Campaigns You Don't Want To Miss

You’re not going to want to miss this great tip! Within the Zoho Campaigns topics, there are some important settings to configure before sending out a campaign. Wayne walks us through how to edit the footer so that it better fits your business. As well as, customizing the topic settings so that your branding is […]

Zoho Campaigns Configuring Email Opt-Out Sync To Zoho CRM

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.

Using Dynamic Fields In Zoho Campaigns For Custom User Signatures

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

Email Workflows in Zoho Campaigns

email workflows in zoho campaigns

This video on email workflows was taken from our June 2022 webinar on Zoho Campaigns. See the full Zoho Campaigns 2022 Webinar here: https://zenatta.com/zoho-campaigns-full-product-tutorial-2022/

CRM Integration and Sync in Zoho Campaigns

zoho campaigns crm integration and sync

This video on CRM integration and sync was taken from our June 2022 webinar on Zoho Campaigns. See the full Zoho Campaigns 2022 Webinar here: https://zenatta.com/zoho-campaigns-full-product-tutorial-2022/

Segments and Topic Assignments in Zoho Campaigns

segments and topic assignments in zoho campaigns

This video on segments and topic assignments was taken from our June 2022 webinar on Zoho Campaigns. See the full Zoho Campaigns 2022 Webinar here: https://zenatta.com/zoho-campaigns-full-product-tutorial-2022/

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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