Email Workflows & Automation in Zoho Campaigns

This video on email workflows was taken from our June 2022 webinar on Zoho Campaigns.
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[@jimtolbert4966]

Really helpful. Thanks. Learned from your content.

[@debugstore]

Thank you, Tyler. Very inciteful.

[@palakjain2890]

Thank you so much for this

[@scottwiseman2966]

Tyler you are a LEGEND!

[@waltermazzola1596]

Well done!

[@Zenatta]

Thank you! Cheers!

[@user-ot8nv1bp2w]

Hello, when doing a workflow similar to the one in the video (with delivered, opened and click responses), i run into the problem of always entering the delivered response and never the opened or clicked, even though i am opening the email. This doesn't make sense to me as from what i understand it is possible to be on multiple response paths at once.

[@BuddyQuaid]

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

[@Zenatta]

Hi Buddy Quaid, We discussed your question on our most recent Issue of AZAAZ! Click here to jump straight to our response. 🎬 - kzbin.info/www/bejne/jJyykHytiZeYqdk#t=16m35s

[@chrisburns2]

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.

[@Zenatta]

Hi Chris, We answered your question on this week's AZAAZ! Click here to jump to our answer. 🎬 - kzbin.info/www/bejne/gIO5g3d4mr51g9E#t=0m52s

[@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

[@Zenatta]

This is Zoho One, so Enterprise edition.

[@waltermazzola4450]

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.

[@Zenatta]

Hi Walter, Brett & Tyler answered your question on this week’s episode of the CRM Zen Show 🎬 - kzbin.info/www/bejne/pKuyeqFmd5yAra8#t=38m15s

[@Spade193]

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?

[@Zenatta]

Hi Spade! Unfortunately, this isn't supported functionality within Zoho Campaigns

[@nathanielrogers5502]

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

[@Zenatta]

Hi Nathaniel, We answered your question on this week's AZAAZ! Click here to jump to our answer. 🎬 - kzbin.info/www/bejne/govIn2aVl8uDbNE#t=23m20s Also, Here is the link to the video that Tyler was referring to: kzbin.info/www/bejne/pWTOq6GceLyarJY

[@scottwiseman2966]

i wished you talked more about the CRM tasks

[@scottwiseman2966]

Thank you

[@LukaszS1]

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

[@Zenatta]

Hi Lukasz, We discussed your question on our most recent Issue of AZAAZ! Click here to jump straight to our response. 🎬 - kzbin.info/www/bejne/d2fTgoeQrc2KjNU#t=11m48s

[@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

[@Zenatta]

Hi Grant, Brett & Tyler answered your question on our recent episode of the CRM Zen Show. 🎬 - kzbin.info/www/bejne/fYaWpGZre690q6c#t=44m47s

[@user-cv8wx5bx7e]

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

[@Zenatta]

Hi Erin, We answered your question on this week's AZAAZ! Click here to jump to our answer. 🎬 - kzbin.info/www/bejne/gIO5g3d4mr51g9E#t=37m46s

[@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..

[@ashooo333]

I am here because of the same question. I guess you are use to Hubspot, correct?

[@BuddyQuaid]

Follow this tutorial and use the wait time block and then after it, add another send email block, then time, then email, etc.