Using Dynamic Fields In Zoho Campaigns For Custom User Signatures

  Рет қаралды 1,928

Zenatta Consulting

Zenatta Consulting

Күн бұрын

In this video, Wayne is guiding you through setting up a dynamic email signature that can be associated with the contact owner.
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0:00 Intro
1:19 Confirm Your Sync Is Set Up
1:54 Create Your Campaign With Dynamic Fields
3:11 Create A Custom Merge Tag
4:32 Associate The Contact Owner Tag With Each Email Signature
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Пікірлер: 4
@stephensandor6503
@stephensandor6503 Жыл бұрын
Great tip Wayne. I have a client that has just installed Zoho so very timely Is there a way of testing the email to make sure it functions correctly? I’ve been caught out by not testing Thanks Steve
@Zenatta
@Zenatta Жыл бұрын
Thanks! Yeah, simply create yourself as a record in the CRM and do a segment based on your email. Run a few tests changing the variables to ensure it runs smoothly. It may take 5-15 minutes, depending on how many tests you want to run.
@user-vu1tl9qy7p
@user-vu1tl9qy7p 11 ай бұрын
how to add dynamically lead name in zoho campaigns.?
@Zenatta
@Zenatta 11 ай бұрын
You would just use the merge tags Contact first name and last name. Leads and Contacts share the a field in ZCampaigns.
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