Getting Started with Zoho Marketing Automation

00:00Welcome to our marketing automation webinar. The plan today for the next 90 minutes is to walk you

00:05through an introduction to Zaha Marketing Automation, to run through the contact management

00:11part of the system, how to build campaigns, how to build journeys, the website integration,

00:17and then also any Q&A at the end to answer any questions. Quick introduction, my name's Jake,

00:25I run a company called Limitless IT Consultancy. We are an IT consultancy that specialises in

00:31Zoho. It's all we do day in, day out. We work with clients primarily in the UK across a whole

00:37range of industries to get the most from their Zoho system. But that's enough about me and we'll

00:42get straight into the webinar. So the first thing I want to do is start off with what is Zoho

00:48Marketing Automation? Now a lot of today's webinar is going to be very practical. I'm going to show

00:53you how to do things in Zoho Marketing Automation. But before we want to do that, I just want to talk

00:58a little bit about the product as a whole. So Zoho Marketing Automation is Zoho's more advanced

01:04marketing tool. And they do kind of have two separate marketing tools that can cause confusion.

01:09You have Zoho Marketing Automation and you have Zoho Campaigns. Now, lots of people in the past

01:15used to use Zoho Campaigns and may have moved to Zoho Marketing Automation or may quite frankly be

01:20confused as to what Zoho Marketing Automation is. The difference between the two is quite simple.

01:26Zoho Campaigns is purely email and SMS marketing. It's a simple emailing tool for all intents and

01:32purposes, kind of your MailChimp competitor. Zoho Marketing Automation is a full marketing suite.

01:39It does email and SMS marketing, but it also does stuff like integrate with your website,

01:44allows you to build advanced journeys, allows you to do WhatsApp messaging.

01:48So from my point of view, almost every business should just default to Zaha Marketing Automation.

01:53Unless you're a very small business and you know you want to keep things very simple,

01:57I would always go to Zaha Marketing Automation.

02:00Now, I'm not going to spend too much time on pricing here,

02:03but I just wanted to highlight there's a couple of ways to subscribe to Zaha Marketing Automation.

02:08The first option is to pay for the app itself.

02:12And you can see the pricing on the screen here in pounds.

02:16Now, you can also get Zoho Marketing Automation through the various Zoho bundles.

02:21So there is Zoho Marketing Plus, which is a bundle that includes a whole load of applications,

02:26including Marketing Automation.

02:28You also get Backstage in there, which is an event planning tool,

02:31analytics for advanced reporting, and a load of other applications too.

02:37What I'll be using today, though, is Zoho One.

02:40Zoho One is Zoho's bundle package that includes most, if not all,

02:45the main Zoho applications and it includes the highest end version of most of those applications.

02:52So today we'll be using Zoho One to go through Zoho Marketing Automation.

02:57That said, if you were to use Zoho Marketing Automation standalone or a part of the Marketing

03:02Plus bundle, it will look very very similar as to what we're doing today. By the way, if you are

03:09subscribed to the app individually or as part of the Marketing Plus bundle and you're using other

03:15Zoho applications I would highly recommend taking a look at your pricing. It's very easy for the

03:21pricing of Zoho One to become better when you're paying for multiple Zoho apps individually,

03:27especially when you look at the price here compared to the price here. You can see even if you've just

03:32got a few users on enterprise very quickly Zoho One can end up being the better pricing option.

03:38But that's enough of the pricing today because that's not the main focus. We may well do a webinar

03:41in the future around what's the best Zoho bundle. But for today, I just wanted to give you a brief

03:47overview. So with that said, we're going to go into the marketing automation application.

03:55So this is the homepage for Zoho marketing automation. Now, this is all within our test

03:59systems. Everything in here is fake data, test data, just so I can share my screen and give you

04:05a full overview of what we're doing. Now, the home screen here gives you an overview of your

04:11contacts within the system. Now if I'm honest for the most part me and all the clients we work with

04:18ignore this page. The reason we ignore it is because this page is really set up for you to

04:23be tracking lead stages within marketing automation but most clients we work with would do this within

04:29the CRM and then sync their contacts into marketing automation. The reason you've got this flexibility

04:36because you could use Zoho Marketing Automation as a standalone product.

04:40But I expect most people, if not everybody on this call, probably already has Zoho CRM.

04:46So I would ignore the stages here.

04:51Now, on the sidebar, we've got a load of different sections for where we can start using our Zoho Marketing Automation.

04:57Now, I'm going to start from the top with contacts.

05:00And we're going to go through what we need to do to get our contacts into Marketing Automation,

05:05to segment them and to ensure they're getting the right emails. And to do that we're going to start

05:11with topics. Now topics are a little bit unlike something you'll find in any other marketing tool.

05:18Topics are a way for contacts to tell you what topics they're interested in receiving information

05:25about. The idea being if you send out a load of emails and you get some unsubscribes, instead of

05:30someone unsubscribing from everything, they can unsubscribe just from an individual topic.

05:36That then means if you send them a bit of information about something else, they can

05:39still receive it. Now, real world experience here, what I found working with clients over the past

05:46seven or eight years, even if you set up really good, clearly well-defined topics, most people

05:52still unsubscribe from everything. So my view is, yes, utilise topics, but keep it simple.

06:00Some companies I've worked with and some clients in the past have spent days, sometimes weeks,

06:05agonising over exactly how their topic should be set up so they're the clearest they can be.

06:10And in reality, it probably ends up being wasted work because 98% of people will just hit unsubscribe

06:16or if they decide they're going to unsubscribe. So what we typically do with topics is we start

06:22with a newsletter topic and we might add one or two additional topics. Now I've got a couple set

06:27up in this system already, but I'll add an additional topic here. And I'm going to call it

06:32demo for webinar. Now I have to give the topic a description. Now an important thing about both of

06:38these elements is the end users can see this. So what you don't want to do is call a topic,

06:44I don't know, gold customers ready to buy. Because if that customer goes in to manage their topics,

06:50they will see that they are in the topic, gold customers ready to buy. So make sure whatever you

06:56put in as a topic name and description is client friendly because ultimately they will see this

07:02when they go into unsubscribe and I've seen some awful names of things in here that customers have

07:07then ended up I think we worked with one customer that had like a I think that what they were aiming

07:12for was like a do not mail list only they'd made it as a topic included people in it and then

07:18accidentally emailed people in that topic and yeah not the best way to email customers so keep all of

07:25names here customer friendly. Now once we have our topics set up we can then go in and create our lists.

07:33Now most people on this call will probably be familiar with a mailing list.

07:37It's just a list of contacts you've got that you can send emails to.

07:42Now when you go into lists in marketing automation you can create a brand new list very easily and you

07:47can give it a name. So I'm going to call it demo for webinar again and I can save that list. Now

07:55contacts to that list. And I can either add contacts manually one by one. I can import it

08:01from the cloud and I've got a couple of different locations I can import data from. Or I can import

08:07from the computer and then I can attach a spreadsheet and import a whole load of email

08:11addresses at one point. Now again what I expect will happen for most people on this call I'm

08:18expecting will likely have Zoho CRM. So what you're going to do is instead of using creating a list

08:25and then adding contacts manually, you're going to create your list. And in fact, we'll do this

08:30again here. We're going to call it demo CRM leads. And what you're then going to do is you're going

08:39to go into settings in the top right corner of marketing automation. Then you're going to go to

08:44integrations and apps. Now if you've set this up previously you may see some apps here and you may

08:49see an app for Zoho CRM. If you don't we're going to connect app and we're going to look for Zoho CRM

08:55in here. There it is and we're going to select that and we're going to hit connect. Now when we do that

09:02that's building a connection between Zoho CRM and Zoho Marketing Automation. What I can now do is set

09:08up a sync so I can say okay I want to set up a sync from the CRM module leads and I'm going to sync

09:14to our list demo CRM leads. Now a couple of things I want to do here I want to make sure when a lead

09:21is converted it's removed from the list because then they're no longer a lead so I want to make

09:24sure they're removed. I'm going to choose their subscription type so whether they're marketing or

09:29non-marketing. In this case I'm going to assume they're all marketing contacts. Obviously if you've

09:34got a split of people that have opted in and not opted into marketing you may want to set them as

09:39non-marketing and then control who actually gets emails but for now I'm going to say everybody's

09:43marketing and at this point I'll also choose what topics they're subscribed to so this goes back to

09:49our original list so I can opt them in automatically to all topics or I could opt them into just an

09:54individual topic. Now it's worth noting this is what you do for opting everybody in that sync to

10:01that topic. What we can also do is once they're in the system we can set up automations so only

10:08people who fit certain criteria added to a topic if we want as well. Again though my recommendation

10:14is always to keep topics simple. When we want to talk about segmentation there's a separate tool

10:19for doing that within marketing automation. So we're going to choose demo for webinar. In fact

10:24let's choose all of these so they've got all three topics. We're going to choose what basis we've got

10:29permission to market to these people. So we're going to say we have got legitimate interest.

10:34Legitimate interest, I suspect, is probably what a lot of people will use if someone's inquired with you.

10:40Arguably, there is a legitimate interest to receive your content, so you may well select that.

10:45Of course, you've got other options in there as well, and obviously depending on your country,

10:48the country of the people you're emailing, and different privacy rules, you may have to select different options there.

10:55I'm also going to select to update empty fields.

10:58What that means is if I enter a value in CRM and it syncs into marketing automation,

11:03If I delete that value in CRM, I want it to be removed from marketing automation.

11:10And then the final two options here is exclude opt-out contacts.

11:13Yes, we want to do that.

11:14If they're opted out of emails in Zoho CRM, we want to exclude them from marketing automation.

11:19And we also want to remove leads and contacts as opted out from the CRM.

11:23So if they have synced and then they're opted out, we want to remove them from the sync as well.

11:29We'll then hit next.

11:31Take a second to process.

11:33and what it's then going to do is give us a list of our fields in CRM on the left side and a list

11:38of our fields in marketing automation on the right side and now we can quite simply go through and

11:42it's also mapped some fields and we can add additional fields if we want. Now this sometimes

11:48catches people out not all of your fields from CRM automatically sync into marketing automation

11:54you need to tell it what data you want to sync so usually for me I'm just going to switch into our

12:00CRM. Usually for me, the data I want to sync is data I'm likely to segment on. So in this case,

12:07it might be industry. So I'm going to go into marketing automation. I'm going to search for

12:12industry. And then I'm going to search in industry here. Now you'll see because I've set up a sync

12:17previously, I've actually already got a field here. But this is actually one of my tricks. So when

12:21setting up Zoho marketing automation, let's see if we can do another one here. So we'll do country.

12:27What I often find, if I put in a field here, so I'm going to pull through country,

12:32if I scroll through the built-in list of fields in marketing automation, there are absolutely loads

12:38of them. And in fact, when you're creating a segment, you see even more. Because of that,

12:42it can be quite difficult to find which fields you're actually syncing from the CRM. So one of

12:47my tricks to make this easier is I always call the fields I'm syncing CRM dash and then the field name.

12:54That then means I can very easily search for that field when I'm creating segments.

12:59So it just makes it much easier to use marketing automation.

13:02So I'm going to do that and hit initiate.

13:06Now that's going to then create a sync between marketing automation and the CRM.

13:10So that whenever a lead is added into the CRM, it is automatically added into Zoho marketing automation.

13:17Now that initial sync is going to take a little while because there's quite a lot of contacts in there or quite a lot of leads in our case.

13:23You can see we've got how many have we got in the market in CRM here?

13:27We have got around 20,000.

13:30So that's going to take quite a while for those to sync through.

13:33So we're going to move on and do some other bits and then we'll come back and we'll check on that sync in a little while.

13:40So the next thing we've got in here is our segments.

13:43So I can now go into my segments.

13:45Now to explain the difference between a list and a segment.

13:48A list is effectively a static collection of contacts or leads.

13:53So we've gone in and we've created that sync with CRM.

13:56So that's just now effectively a dump of all of our leads from Zoho CRM or all of our contacts from CRM.

14:03Or if we've added a list manually, it's a dump of all of that data from that particular list.

14:08Now, in our case, with those 20,000 leads, chances are those 20,000 leads don't all want to receive the same kind of emails.

14:16Or we might not want to send them the same kind of emails because they're a different type of lead.

14:21So that's when we'd use segments to break down that list of 20,000 into a smaller group of leads that we actually want to email.

14:30Now, segments look quite scary when you're first getting used to them.

14:32I know it trips up some clients.

14:34Once you get the hang of it, it can be really easy to set up.

14:37So we're going to create a segment now.

14:40And we're going to say we just want to email leads in a certain industry.

14:44So we're going to say leads in. Now, what industry did we have over here a moment ago?

14:51Let's open this up. Storage equipment, that's a very specific industry we have there.

14:58We're going to copy that up. And our first thing I'm going to do is I'm going to search a list

15:02membership because I only want leads. I only want contacts that are in the CRM leads list.

15:10Now, because that one's still sinking, I've actually got one I prepared earlier down here

15:14called Zoho CRM-leads. It's the same data, it's just I've synced it earlier in the day so we can

15:19carry on with what we're doing here. So I'm going to select that list. Note I can add multiple if I

15:24want. So if I wanted to include both CRM leads and CRM contacts, I can do that as well. In this case,

15:29just leads. I'm going to hit next. And now this is where we're going to use our trick because if I

15:34scroll down here, you can see there are loads and loads and loads and loads of fields in here.

15:41So this is where we're going to use our trick.

15:43I'm going to search CRM dash and we're going to go for industry.

15:47We're going to go industry is and we're going to paste in storage equipment.

15:52We'll then hit save and proceed.

15:55Now that's then going to generate our segment and hopefully we'll see some contacts in there.

16:00This is actually a new contact so I wonder whether this one's actually been synced yet.

16:04So let me have a quick look in here.

16:09Obviously because we've just set this sync up it's going to take a little while for it all to come

16:13through. So let's just click into this because I can see now they are starting to come through so

16:17there's 3,000 here. Let's go in here and just have a look what industry we've got. Okay we'll just

16:22use this industry just so we can get some things into our criteria. So I'm going to change that to

16:28this and then hopefully what we see is there we go we can now start to see leads in our segment.

16:36So I'm going to call it leads in SAP or ASP as it is in this case. There we go. And that's now my

16:45segment. Now, where a segment is really, really important is if I go into the CRM and I change

16:52the industry for one of those leads, it will automatically move out of the segment. If I

16:57change a lead and I move it into that industry, it will automatically move into the segment.

17:02So segments in a way are kind of just a filtered list. They're dynamic. You can't just add somebody

17:08to a segment. You set a criteria and then based on that criteria, any given time is who will show

17:13up in that list. Now, this will become more important later on because when we go into

17:19journeys, we're going to use segments and people being moved into segments and out of segments as

17:23ways to trigger our journeys. Now, this is quite a basic segment, but we can do more.

17:29So we can also stack multiple criteria and we can clone. So if I go in here and clone,

17:35that will then create a new segment, which I can then edit very easily.

17:40And I can go in here and I can add additional criteria in here. So what I might want to do is

17:45say, if I search for last, I can get in here all sorts of last bits of information. If I say

17:51campaign for example. I can see latest campaign sent and I can start filtering to say okay I only

18:00want to see leads where the industry is this and the latest campaign they were sent was this for

18:06example. Hit save and that will then give me my list of those particular leads. So you can really

18:13tune down to what you want. Now the other thing we can also do is bring in deals data from the CRM

18:19as well. Now we haven't set up syncs for deals yet so if we go back into our settings integrations

18:25and apps we can go back into Zoho CRM and this time we're going to go into new sync and we're

18:33going to sync our contacts. This time we're going to create a new list because we don't have a list

18:39here so let's quickly go back and just create our list very quickly. So let's do that now so we're

18:45We're going to call it Webinar CRM Contacts.

18:52Oh, I can't type today.

18:55There we go.

18:55I'm going to hit save and proceed.

18:58Then once we've done that, we're going to go back into our sync settings and we're going to sync.

19:03Now, sometimes people get caught out from this.

19:06Zoho Marketing Automation works a bit different from Zoho CRM.

19:09Zoho CRM, you have your leads module, your contacts module, your accounts module, your deals module, etc.

19:15etc. Marketing automation is a bit simpler and it merges some of that data together.

19:20So when I sync contacts, which is what I'm going to do now, I'm just going to quickly

19:24fill in all the details here as we did previously. I'm going to say again, legitimate interest,

19:30update empty fields, exclude, exclude. Now when I set up the sync for contacts, what

19:36I will do is I will also sync data from the accounts and the deals module at the same

19:41time. So the contact sync sort of encapsulates the accounts and the deal sync together.

19:49Now why this is important is it means I can then do segments based on contacts that have deals at

19:55certain stages or over certain values because all of that information is then syncing to the

20:01contacts. So again I'm going to initiate that sync and we'll come back to this in a little bit

20:06where we'll also build out a couple more advanced segments as well to show how we can use that

20:11deal data. Is this all making sense so far to everybody? Is there any questions or anything

20:18that anybody wants to raise? If you do, please do use the chat and the Q&A and I will answer

20:23questions as we go. Hopefully, is my audio and visual okay? Is everyone okay to see everything?

20:30Is everything working well? Just gives me a chance to have a drink.

20:38Perfect. I'm seeing some thumbs up, so that's a positive.

20:41Oh, look, can we even have a chat? Perfect. Yeah, all good. OK, thank you. Brilliant. OK, thanks, guys. We will continue on then.

20:50So next thing, now that we have covered our segments, we're now going to go into campaigns.

20:56So you notice we're jumping around the sidebar a little bit here. The reason we're doing that is because some ways these aren't necessarily in the most logical order to how you'll use them.

21:05So I'm going to jump around a little bit because I'm going to do in an order that I think makes sense.

21:09But we will cover everything by the time we get to the end of this.

21:13So we're going to go into marketing and we're going to go into email campaigns first.

21:19Now, this bit, although it's quite important, I'm going to probably slide over to this bit quite quickly because this is the bit most people are going to be really familiar with.

21:27Because most people have used some sort of email builder before.

21:30So I'm not going to spend too much time going over things everybody will already know because there's far more useful things you might not know within marketing automation.

21:39So I'm going to go into create. I'm going to create a marketing campaign. So again, I'm going

21:43to call it webinar email. And I have to choose a topic. So this is where topics become important

21:49again. When I choose a topic, if I send this, even if I send this to a list or a segment that

21:55contains a person, if that person doesn't have an opt-in for that topic, they will not receive the

22:01email. So I'm going to say newsletter and hit next. And you can then choose your newsletter,

22:07your email type. Now I pretty much always go for simple mail. Effectively these other types have

22:13sort of integrations with some other Zoho apps but actually what you can do with these you can do in

22:18a simple email anyway. So for the most part I always choose the simple email. So we'll select

22:24that and hit next. Now this screen is pretty self-explanatory. We're going to go through and

22:29add who we're sending the email to. Now when we do that we can choose to send it to a whole list,

22:34a whole segment based on tags or based on a custom criteria. For the most part you're probably going

22:40to do the first two options. Tags are useful when we come to journeys a little bit later

22:46and custom functions are useful if you want to do a one-time email to very specific people.

22:51What I will say though is the custom option is exactly the same builder as when you build a

22:56segment. So generally if I feel like I need to do something custom I would still build it as a

23:00segment and part of the reason for that is you can see who's in a segment before you send an email

23:06whereas you can't see who's in the custom criteria it'll just give you a number not a specific list

23:11so my advice would be to always really use a segment. So we will choose segment and we'll go

23:17in and choose our leads in ASP segment and we'll select that. We can select multiple segments here

23:23if you want as well so prime example when we send out emails we've got a segment for active customers

23:29active prospects and opted in leads so we will send quite often to all three of those segments

23:35at once but sometimes it might be that we've got an internal update going on that's only relevant

23:40to active customers for example so we'll select just that one segment. Now we can also exclude

23:47specific contacts here as well now this is quite useful if you've got a segment you use all the

23:51time but you're doing a campaign where you just need to exclude a specific group of people.

23:56I'll give you an example of this. When we do updates to our project management system, ClickUp,

24:01we communicate that with our clients for a marketing campaign to all of our different active clients.

24:06Now, just one client uses a different system to ClickUp, which is quite annoying,

24:11but none of them are on this call, so they won't know. So what we do when I'm sending an email

24:16about ClickUp, I will go in and I will say exclude contacts with a contact email contains,

24:25I'll do it client123, for example,.com.

24:29And that way I haven't got to build a segment just for those one-off emails.

24:33I can use my main segment and just take a couple of people out based on what I need to do.

24:37So different options there in terms of how you can manage that.

24:41So we'll go with this and hit save.

24:44We can then go in and add our subject.

24:47Our subject is obviously what shows up in the subject line of an email.

24:51We can also personalise it and mail merge in different information.

24:54So if I want to pull through, for example, their country, I can do that if we want to into the subject.

25:00I can also add a pre-header.

25:01The pre-header is the sort of preview of an email you see just below the subject in Outlook.

25:06I will say this is becoming less relevant in the world of AI because a lot of email providers now are starting to give you AI summaries in that spot.

25:13So the email header is kind of being pushed out.

25:15But there are still platforms that support it.

25:17So it's useful to use just to give a little bit more of extra context.

25:21And again, you can mail merge in different details in there as well.

25:26Hit save.

25:28We will then choose our sender email.

25:30So in this case, I'm going to call it Garden Skylines, which is the name of our test company here.

25:37I'll send it from my email and I'll send it the reply to mine as well.

25:43It's telling me off here because I haven't authenticated my email domain.

25:46Obviously, normally that would be done as part of setting up marketing automation.

25:50I've kind of purposely skipped over all of the in and out setup of marketing automation,

25:54so it's probably useful to show you how you would use it and then we can worry about the setup later.

25:59But if that's something people would find valuable, please do comment, add a question, thumbs up,

26:03however you want to do it to let me know. And maybe we can do a separate webinar that's more

26:07focused on the actual setup of marketing automation from scratch. But as I say,

26:11today's more around utilizing it once you've got it in place. So we've got that, we'll hit save.

26:18And then we're going to go down to add our content. Now, this is the bit where we've got quite a few different options.

26:24So the first section you'll see is the My Template section.

26:27And we'll go through how to add templates here in a little while.

26:31You've then got the Template Gallery. These are all email templates generated by Zoho.

26:35These are actually much better than they used to be.

26:38Years ago, I used to always joke that you'd go in here and they were horrendously badly designed, some of them.

26:43But these days, they're not too bad.

26:44But realistically, they're probably not going to suit your brand because they're very sort of they're very generic and not catered towards your brand style.

26:53So you're more likely to either go into layout and build a drag and drop email or use the build your own.

27:01Now, we're going to touch on all of these, but very quickly.

27:05So with the layout, we can go in and use the template.

27:08And this is where you kind of get your MailChimp-like editor, where you're able to go in,

27:13drag in elements so I can put in a title, I can add images, all of that kind of stuff that you

27:20would expect. Now, I am not a designer, so this is probably not going to look particularly amazing,

27:25but we'll whip something together very quickly. So we'll put in our, that's actually our old logo

27:29now, so I need to update that. We can put in buttons, all of that kind of stuff that you would

27:35expect. Now I'll give you a couple of tricks here that are really really useful that are a little

27:41bit more power user. So let's say I spend ages designing a button. I make sure it's the right

27:47colour for my brand. I make sure it's got the right text on it. I get the right width and the right

27:52height and all of that kind of stuff and I make a button and I'm really happy with how that button

27:56looks. Now I want to use that button in all of my future email campaigns. What I can do and lots of

28:03people miss this and it's quite often the thing that when I'm doing client training they see it

28:07and they're like this is the best thing you've shown me. When you mouse over the button you can

28:11hit the little cog icon and you can hit the star. That will add it to your favourite so I can call

28:17this green button. Hit save. Oh I've already created a green button amazingly. Oh there we go it's just

28:27been a bit slow. Now I can go into my little favourites menu and whenever I want to use a

28:32green button I now just drag that in from my bookmarks and it's automatically there and this

28:38persists across multiple campaigns as well so you may create the green button in this campaign

28:43six weeks later you're working on a completely different campaign and you can drag the green

28:48button in and it's not limited to buttons you can do it on any of the different content here you can

28:53do it on text images links footers videos anything that you want can be saved into that bookmark

28:59section. So I really recommend particularly if you're like a marketing manager or you're running

29:06you're trying to manage brand design and things like that build out a little temp a little group

29:11of templates that you can put into bookmarks so that when people are building new campaigns they

29:15can just drag in the elements so they match your style. Makes things much easier for the people

29:20making the emails, makes things much more consistent. It's just a really useful tool

29:25but most people just miss is there entirely because it's quite hidden away on the sidebar.

29:30the other thing we can do in here is we can do dynamic content and again this is a section a lot

29:35of people miss but i think it's really really powerful so dynamic content allows us to add a

29:41whole section to an email that's only shown based on a criteria so if i click into here i can set my

29:47criteria you can see it's pulled through all of my different fields in here i'm going to go into

29:51industry and i'm going to say if my industry is and i'll put in whatever our industry was that we

29:57used earlier. Let's find one in here. There we go. That's the one I think. Let's copy that industry

30:05and I'll put that in there. Hit apply. Now you can see I've got that blue dotted outline here.

30:12Now only people with the industry that I've put in will get the bit of email with that blue dotted

30:18outline. Now I can add multiple dynamic blocks. So what I could do if I wanted to is add a dynamic

30:26block for each of the main industries that I cater to. Then all I'm doing is creating one email.

30:32So it'd have one header, one top bit, but the content in the middle could be different based

30:37on what industry somebody's interested in or what industry somebody works in. So you're building one

30:43email, but the people getting it are getting something that's personalised and almost bespoke

30:47to them because they're just getting the content that's relevant to them. Now, dynamic content can

30:52be text, it can also be images and it can also be buttons as well. So for example, if you were

30:59running a promotion and maybe you've got some VIP customers that you've tagged in the CRM,

31:04you could have a button that only shows for VIP customers that gives them 20% off opposed to the

31:09regular button that gives you 10% off for example. And again it's one email that you're creating but

31:15your recipients are getting something that's bespoke to them. I'll give you an example of how

31:19we're starting to use this as part of our big sort of rebranding and everything like that to sort of

31:25update things and make things look a bit more professional, we're going to start sending out

31:28more Zoho newsletters. Now we know, particularly for our clients, not every client uses every Zoho

31:34app, but we do know which ones they do use. So what we can do is create a single newsletter with

31:40dynamic content blocks for each of the different apps. So when clients get the email, they just get

31:45the content that's relevant to them. So a really, really powerful tool. MailChimp has this feature,

31:51but to use this at MailChimp, you need their like mega expensive highest end plan. This is include,

31:56this is one of the like more basic features in marketing automation. So just the cost benefit of

32:02having this is amazing because it just saves so much time and gives you so much flexibility.

32:07There's other tools in here as well. You can of course actually add attachments. You can do ICS

32:12files so people have calendar links and you can insert custom HTML in here as well. But I'm going

32:18to skip over the rest of this because I think most of this now is drag and drop and I think people

32:21here are probably going to be comfortable with that without me going through every individual block.

32:26What I wanted to do though was just run through a couple of the other template options because

32:30there's a couple of things in here people miss. So the other thing you can do is build a HTML email.

32:37So this is where you basically write code like you would a website to build a completely bespoke

32:43Now, not everybody can write code and that's absolutely fine. I'm not suggesting people can.

32:47However, AI is very, very good at writing code. So I've just swiped across my screen here and this

32:54is we use Claude internally, but ChatGPT can do this as well. I've just given a really simple

32:59prompt to say generate a HTML email template that I can send out to new clients telling them about

33:03limitless IT consultancy. I'll include a link to our website below. The HTML email template should

33:08match the styling of our website. If I scroll down it's given me a whole block of code. Now I'm not

33:13going to read this I don't really know what that means so I'm going to copy it and I'm going to go

33:18into the html editor. I'm then going to go in and click the little edit button to edit html

33:24and I'm just going to paste this in and hit insert and all of a sudden you can see we have

33:30quite a nice looking email that looks almost identical in branding and design to our new

33:36website. Looks like it hasn't pulled through the email, the image. That's fine. We can deal with

33:41that. I really recommend looking into this. Using AI to generate HTML emails has been a real shortcut

33:48for us in a lot of the new stuff we're doing, particularly because it can make stuff that's

33:52such high quality. Now, I'm going to do a live test here. I don't know how this is going to go

33:58because I think showing you something that I've already created isn't as fun. So what we're going

34:01to do. We have over here a website for Garden Skylines, which is our test fake business.

34:08Now, this whole website is actually built with AI. I spent about 20 minutes on Saturday and built this

34:13website using an AI tool. Again, if you're interested in a webinar specifically about

34:17different AI tools that we're using at Limitless, let me know because I'd be more than happy to do

34:21one because there's some really interesting stuff happening right now. But you can see this has

34:25quite a different design to what Limitless has. So what I'm going to do is I'm going to copy that

34:29URL. I'm going to go into Claude and I'm just going to dictate to it just so I don't have to

34:34type for very long. Create an email for my business Garden Skylines. Use the website below as a

34:42template and then we will insert content into the email afterwards. The email should be a welcome

34:49email to new customers telling them about the great services we offer. So I've just dictated

34:55that for simplicity. I'm going to paste the URL in there. I'm going to hit enter. Now, hopefully,

35:00what Claude's going to do is go and look at our website. It's going to pull out all the styling,

35:04and hopefully, it will create us a nice HTML email. Now, I'm going to leave Claude to think

35:09about that for a minute or two, because it might take a second, and I'm going to go back into

35:13marketing automation. Whilst we're waiting for it to generate that new HTML, the other trick I wanted

35:19to show you was the plain text email. Now, lots of people just ignore the plain text email because

35:26it sounds boring, quite frankly. But this is like a killer hidden feature of marketing automation

35:31I think more people should use. Now, if I'm sending you guys an email, let's say we've got a couple of

35:37clients in here. We've probably got a couple of people in here that we've had sales calls with in

35:42the past and things like that. If I send you a marketing email and I send you an email that

35:49looks like it's hand typed, which are you more likely to read? You're far more likely to read

35:53the one that looks hand typed. The marketing one, quite frankly, you might delete. I certainly do it

35:59to a lot of the marketing emails I get, especially when I've got a busy inbox. I'll go for it and it

36:02looks like a marketing email. I delete it before I even read it. What this allows you to do is build

36:09an automated campaign email that looks like it's handwritten. And by looks handwritten,

36:15what I mean is, you know, when you get a marketing email, it's normally sort of centred in the middle

36:19of the email page. It's got like fancy logos on it. It's got a fancy footer. This doesn't have any

36:24of that. It's left aligned like a normal email is, and it's just text. So I can go in there and say,

36:31hi, I'm going to go in and merge in the first name. You can see I've got all my different merges here.

36:37I go in here somewhere in here is first name so I'm going to copy that and put it in here.

36:41So hi first name. How are you? I just wanted to let you know we have a sale on gardening services

37:00right now. Did you still need a new gardener? Best wishes, Jake. That just looks like a normal email.

37:16So I can save and proceed that and I can send it out as a campaign through marketing automation. So

37:22it has the benefit of being tracked and all of the other things, the good things you get from

37:25marketing automation, but it looks like a normal email. Now, I'm certainly not saying here replace

37:31all of your emails, all of your pretty marketing emails with handwritten emails, styled emails that

37:36look like this. But I think it's worth trying in your marketing campaigns. We've seen great success

37:43ourselves and we've seen great success with many clients around having more normal looking email

37:49campaigns because people don't expect it. They expect to be sold to in a glossy email. They don't

37:55expect something that looks like it's been sent to them personally. So it's a little feature in here.

38:00A lot of people just ignore that it's there, but I wanted to highlight it because I think there's

38:03real value to it, particularly in certain industries. Maybe for B2C it's less relevant,

38:08but certainly B2B, particularly if you might already have a relationship, if there are already

38:12prospects you may have spoken to. Something like this we've seen has been really successful for

38:17some of our clients. So I really suggest trying it out. Okay, so that's enough stalling. Let's

38:25And I can see. Oh, let's see. So it's actually asking me some questions, which is fine.

38:29So let's say I want it to be earthy and botanical. No, just use style text for now.

38:35Warm and welcoming. OK, so it might take another second because I didn't see that it asked us the questions, but it's going to go through.

38:42Just as Claude is generating our email, does anybody else have any questions in the Q&A?

38:48I can see we've got one here from Mark. Do you have to have footers on plain text emails?

38:53Good question. So you do. So you do have to have a certain amount of the footer information.

39:00Now, Zoho Marketing Automation, as long as you have the unsubscribe and update your profile link,

39:07will allow you to send the email. Now, what I will say is there are different rules in different

39:12countries and for different customers in terms of what other information you legally have to include.

39:17Now, what I actually often do is I just put my normal email footer in there with the unsubscribe

39:22link and the update your profile link because chances are you've already got an email footer

39:27on your regular emails that include stuff like your registered company address, your company number

39:32and some of the other information that certainly in the UK you are supposed to have in all of your

39:36marketing correspondence. So my recommendation would be to use your regular email footer in the

39:41email because then it will capture all that information and just add the unsubscribe and

39:46update your profile link and they don't need to be as big as what Zoho makes it here. I haven't

39:51put one in here so Zaho's auto added it if I put this in here myself it's actually much smaller

39:57let me just give you an example very quickly so I'm going to go into the merge tags and I want to

40:04merge the where are they the header and footer merge tags so I'm just going to put the unsubscribe

40:11link there and in fact can I just do the unsubscribe link I can't remember off the top of my head there

40:17we go so I can just put the unsubscribe in there and you'll see it hasn't added the rest of the

40:21So you've got a bit of flexibility in there,

40:23but obviously, again, make sure,

40:25consult what the rules are towards certain people

40:28that you are email marketing.

40:29In the UK, there are set rules around,

40:31you're meant to have an address,

40:32you're meant to have your company number.

40:34A lot of that stuff that you're used to having on like headers

40:37and footers in documents and things like that,

40:39you should have in an email as well.

40:41But that's true of a marketing email

40:43or a standard email ultimately.

40:46Okay, so that has bought us a bit of time.

40:48So thank you, Mark.

40:49And we can see this has now generated us an email template.

40:52I've no idea what this is gonna look like,

40:54so I'm hoping it doesn't look awful.

40:56So we're gonna copy this.

40:58We're gonna go in,

40:58I'm just gonna delete this template we've made here.

41:01Gonna add content, build your own, HTML,

41:07insert the code and insert.

41:10And actually that looks pretty nice.

41:15That actually looks really good, I really like that.

41:17And what I like about this is you probably you could get to this with the drag and drop editor in marketing automation, but it would take you a long time.

41:26And the other thing is it requires you to have that design skill.

41:30Now, I suspect on this call and I recognize some of the names on here.

41:33Some of the people on this call I know are marketing people.

41:36But just because you're a marketing person doesn't necessarily mean you're a designer.

41:40And I know lots of marketing people that are incredible marketers that rely on having to work with other people to do designs.

41:46and that can sometimes create a bottleneck. Using something like an AI service to help you generate

41:51these emails quickly can be a really effective way to have much nicer looking emails without it

41:56adding to the delay or cost or anything like that. So again, another real recommendation for me here

42:01is try out some of these AI tools for generating email campaigns. Of course, what we could do here

42:07is if I didn't like this, I can actually go back to Claude and say, hey, I don't like this bit,

42:10this bit and this bit. Can you change it? And it would do it for me as well. So really useful tool

42:16kind of thing. So that is an email campaign. We will move on now to our WhatsApp campaigns.

42:25I'm going to skip over SMS purposely but we will come back to that in a moment.

42:30So one of the other things you can do in marketing automation is create WhatsApp campaigns.

42:37Now WhatsApp campaigns are a little bit different from email campaigns because WhatsApp or Meta,

42:42the company that owns WhatsApp, that also owns Facebook, has quite strict rules in what you can

42:47do in WhatsApp. You can't just create an email, you can't just create a WhatsApp template and send

42:52it out. There's a process with WhatsApp where Meta must approve your templates. So the way this works

42:59is if I go in here and create a campaign for WhatsApp, I have to give it a name like I normally

43:03would. So I'm going to call it demo. Hit save and proceed. Again, I'm going to choose who I'm sending

43:09this too. It's exactly the same as when I do an email now. So I'm going to go in and choose my

43:13segment and hit save. I then have to choose who I'm sending it from. And when I go into here,

43:20it's going to come up. And in theory, it should have your phone number. For some reason, mine

43:24hasn't pulled through. We've got a test account for this system because obviously it's quite

43:28difficult to actually have a fake WhatsApp. Meta make it incredibly difficult to have a fake

43:32WhatsApp, partially to try and prevent spam. But what you would do once you have your WhatsApp

43:37connected you would see your WhatsApp numbers here and you would select the one that you want

43:41and then what you do is you create your content. Now a WhatsApp template is a little bit more

43:47limited so when I create my WhatsApp template again I'm going to click demo. I choose my language.

43:52The reason you have to choose a language is because WhatsApp then knows how to review and

43:56approve that template and hit proceed. You can then see on the right hand side of the screen I

44:03get a preview of what my WhatsApp message is going to look like and on the left hand side I can go

44:07through and fill in the details. Now some are optional, some are required. So the header might

44:12be something like I can do text, image, video, document, etc. In this case it might be text,

44:17it might be new sale, now on. Hit save. Oh it doesn't like my emoji, it's not my emojis,

44:27I don't like my explanation mark so I can put that in there. I can then put in all of my details.

44:36There we go. So fill out my content, hit save, that then goes in. I can then add a footer if I want to

44:44and I can also add a button. So the button could be to call, it could be a URL or it could be a

44:49quick reply. In my case I'm going to say it's a URL. I'm just going to choose the URL of this page

44:55and I'm going to put up this page is actually too long a URL which isn't very helpful so let's just

44:59get rid of the end bit. There we go and I'm going to give the button a name of

45:06open sale. Hit save. And that's in a preview of what my WhatsApp message would look like.

45:14What I then do is I send that for review. That then goes to Zoho. Well, it actually goes to

45:20Meta to review that template to prove that it's a real marketing template.

45:26Once they've reviewed and approved that template, you're then able to use that in your campaign.

45:32Until they approve it, you won't be able to send your campaign.

45:36Now, my experience working with clients is generally that approval process is pretty quick.

45:41Quite often we see it to be like 15 to 30 minutes, but it can take longer on occasion, particularly around busy sales periods.

45:48So we've noticed that on the lead up to Black Friday, this process tends to slow down, presumably because Meta's got a load of Black Friday sales messaging.

45:56They're approving for all of the different people that use WhatsApp.

46:00I'll give you a really good example of the kind of way this can be used in the UK.

46:06Next, the clothes shop. I'm sure most people in the UK know who Next are.

46:10They do a really clever marketing tactic where whenever they do a sale, if you've ever bought

46:16something from them in the past, you're entered into their VIP list. And depending on how many

46:22different things you've done with them will depend how much of a VIP you are. I think they offer a

46:26credit card. If you get their credit card, you're like the most VIP you can be. So then when they

46:31run in sale, they use a lot of SMS marketing, WhatsApp marketing, email marketing that basically

46:39then invites people into the sale over time. And it then ends up starting to feel a lot more

46:45personal, particularly with the use of SMS and WhatsApp to invite people to join the sale.

46:49So they use segments to bunch people into the different types of VIP and then they invite them

46:54over time. So it sort of almost gives you that like fear of missing out, particularly because

46:57they start messaging you to tell you, hey, your slot's going to start tomorrow. Don't miss out.

47:02If you miss it, you might not get anything. And that's the perfect use for these kinds of like

47:07fast paced, real time notifications. Now, interestingly, we've also seen WhatsApp can

47:13work well in both B2B and B2C and B2B environments. A lot of people think of WhatsApp as purely like

47:20a B2C type marketing tool. We're working with a client at the moment that uses a B2B environment

47:26and it's worked really, really effectively. I think part of the reason it's working effectively

47:30is because it's not typical to do it. So it stands out a little bit. But the other thing you can do

47:36is use this in combination with email campaigns. So mix and match them. And we're going to show you

47:42more of that within journeys in just a moment. So once that template has been approved, you would

47:47then get the option to be able to send this out. As you can see, I don't have that right now, but you

47:51would then get the option to send that. And once it's sent, you would get the normal reporting to be

47:55able to see how many people it's been sent to, etc. SMS is very similar. Now, I haven't set up SMS

48:02here because SMS is a little bit more complicated. Marketing automation does have a built-in SMS tool,

48:09but it's very limited right now. It only works in the US, Canada and India. So unfortunately,

48:15us in the UK are a little bit left out. There are other ways you can connect to SMS though.

48:22So we quite often use a third-party service called Twilio that allows you to purchase a number and

48:27connect it to marketing automation to do SMS marketing. The SMS marketing looks almost identical

48:33to what we did in WhatsApp although it's actually got slightly fewer options because you don't have

48:36like a header and things like that in a normal text message. What I will say particularly in the UK

48:43WhatsApp marketing tends to perform much better for our clients and SMS marketing.

48:48I think I mean, I think most people I can see on the call here, I think are UK based.

48:53And I would imagine all of you probably have a WhatsApp number. It's not the same in every

48:57country in the US. WhatsApp isn't as popular and doesn't perform quite as well in the US.

49:02We found SMS can work better, but it's worth knowing you have both options. And again,

49:07you can mix and match it. So when you're doing journeys, you could have a journey that has an

49:11SMS, a WhatsApp and an email if you wanted to. So you've got a lot of flexibility there.

49:18The final part of campaigns that we're going to talk about right now is social.

49:23And really my rule with the social element is I probably wouldn't use it if I'm honest.

49:29Zoho has a standalone tool called Zoho Social. Zoho Social is an email marketing

49:36scheduling tool. It shows you analytics of your marketing platforms. It also allows you to

49:42schedule marketing posts across lots of different things. So you can schedule posts on LinkedIn,

49:47Instagram, Facebook, Twitter, YouTube, all sorts of different things. Now that's a much more full

49:56featured tool. So my advice would be probably actually not to use the social stuff within

50:01marketing automation because it's very basic. That said, if you're on Zaha One or on Zaha

50:08Marketing Plus, if you're using either of those two bundles, Zaha Social is included. So there's

50:13no additional cost to use that tool, which is part of the reason why I recommend it because

50:1790% of the clients I work with are already paying for it. And it's just much, much more

50:22full feature than the social stuff that's built in to marketing automation.

50:29So that's it on basic campaigns. The next thing is journeys. Before I move on, does anybody have any other questions on journeys? I appreciate we're rapidly getting through our 90 minutes together, but there's still a lot to cover. If anyone has any questions, please feel free to post them now.

50:52No, perfect. Okay, that is all good. So we're going to go into the journeys tab, which is probably my

50:59favourite part of Zoho Marketing Automation. So a journey is a way of creating a sequence of

51:07emails, WhatsApp, SMS that are triggered based on different things. Now, my thinking normally is

51:14a campaign is a one-off thing. You have to put a lot of time and effort into building that one-time

51:19campaign and you're only sending it once which is a lot of work to do for something that you're

51:23just going to send once the advantage of a journey is it takes a bit longer to build

51:27but you'll send you'll you're benefiting from that journey almost infinitely because you can

51:32keep it running over time so we're going to go in and build a basic journey together now so I'm

51:37going to call it webinar I'm going to hit next and you can see there's quite a few different journey

51:44templates in here you can switch between the different groups now these are actually quite

51:47good starting points. Now I'm going to jump straight in to start from scratch but if you've

51:51not done a journey before when you log into marketing automation I recommend going through

51:55some of these because they may well give you some good ideas as to where you can start to start

51:59utilizing Zaha marketing automation journeys. But I'm going to go in and start from scratch

52:05we're going to click in. Now on the left hand side we've got a section here where we can choose all

52:11the different things we want to do. The first thing we want to do with a journey is we want to have a

52:16trigger. How does somebody get into this automated journey? Now, the trigger I use most often is

52:23somebody added to a segment. And as we discussed earlier on in the webinar, a segment's where you

52:28set up almost like a filter or criteria, and then people automatically move into that segment when

52:33they match the criteria. Well, what this means is not only will they automatically move into the

52:38segment, they can automatically enter the journey as well. So we're going to go in and we're going

52:43to say okay anybody that enters our leads in ASP segment is going to start getting these it's going

52:50to enter this journey. Now when I do this I get a couple of options I can choose to allow entry for

52:55existing and new contacts allow entry for contacts only from now or allow only for contacts already in

53:02the segment. I'm going to allow for existing and new which basically means anyone that's already

53:07there will go into the journey right away and anybody added from now will go into the journey

53:11as soon as they enter the segment. So I'm going to hit save and that then goes into our first block.

53:19From here I can go in and start building out the process and actions. So it might be the very first

53:25thing I want to happen when they enter that segment is I might want to send them an email.

53:29So I'm going to link that up so I'm going to drag the send email. I'm going to link those together

53:35and I'm going to go in and hit create campaign. Now this is exactly the same as

53:41when we create a standalone campaign. I'm going to choose the campaign name, enter

53:45the topic, I'm going to choose simple email, I'm going to put in the subject, I'm

53:54going to choose the from address, oh I'm going to call it garden skylines, I'm going to

54:03choose the email, the reply to and then again I'm going to add my content and what I might do is

54:10just go across into here and copy this nice html that it generated for us earlier and I might use

54:15that because it looks really good. Hit save and proceed and there we go we now have a lovely

54:24email there. Now I didn't cover this earlier whenever you create an email campaign in marketing

54:29automation this is whether it's a journey or a one-time campaign you'll need to send for review

54:34what that basically means is Zoho is going to check that email to make sure it's not spam

54:38this dates back to many years ago Zoho used to have quite a big problem with spam because their

54:42marketing platform is much cheaper than the competitor it became a tool of choice for people

54:47sending spam email so they're now very strict on that now once your Zoho system's built up some

54:53trust that send for approval is almost instant my assumption is it's completely automated

54:59But initially, if you're brand new to marketing automation, it can sometimes take 15, 20 minutes, half an hour for that approval to happen because it is being reviewed by a person to make sure it isn't spam.

55:10So I'm going to save and exit.

55:11So now I've got someone's entered into the journey.

55:14They will now immediately be sent that email campaign.

55:17Now, it might also be this is really important.

55:20Let's also send them a WhatsApp.

55:21So I'm going to drag that in here and now I'm going to send them a WhatsApp.

55:25So again, when I click into here, this is going to be exactly the same process where I'm going to go in.

55:33I'm going to configure my WhatsApp exactly like I did a moment ago.

55:37I won't go through all those steps again just for the purposes of time.

55:41So now someone's entered the journey.

55:43They get email one.

55:45They get WhatsApp one.

55:47Now, we don't want to bombard them.

55:48So what we might want to say is, OK, let's now wait.

55:51So let's now give it a week.

55:52So I'm going to put in a time delay.

55:53I'm going to join those up.

55:55I'll put that in when it wants to join. There we go. I'm now going to say, OK, give it seven days.

56:01Let's see what happens. You can see when I do that, I can choose which days to trigger this on as well.

56:06So if it's B2B and I don't want emails to go out on the weekend, if I make sure those are untipped,

56:11which they are by default, emails won't go out on the weekend, which means even if someone goes into the journey on a Saturday,

56:18so seven days would be the following Saturday, it will roll over and the email will go out on the Monday.

56:23So I'm going to hit save. And that is now in there. So now I've got entered the segment,

56:30the email, the WhatsApp, a seven day delay. From here, I can now go in and do whatever I want to

56:37add into here next. So I can go in and say maybe I want to, let's say potentially I want to see

56:46what they do with the email. So I'm going to go into process and I'm going to check email activity.

56:52And I'm going to link this up. Now, this is where I can start getting clever because I've sent them an email a week ago.

56:58Now, in the journey, what I'm going to do is going to say, OK, well, if they have to find my journey email here.

57:05So webinar one, that's my journey email. If they have.

57:11Opened or let's say they've clicked any link they've opened or it's been delivered.

57:17Hit save. That's going to give me now three branches.

57:22So I can now choose what happens next based on what they did with the email.

57:27So let's say if they clicked a link, we might be saying, oh, do you know what?

57:30They're quite engaged here.

57:32Let's flag this with the sales team to give them a call.

57:35So what I can do is actually go into actions and I can say I'm going to create a task.

57:39And this actually creates a task in the CRM.

57:42So this is where marketing automation and the CRM start to talk to each other and where you can start sort of linking the marketing activity to the sales activity.

57:51So I can go in and configure this to say, okay, let's create a task.

57:54In this case, it's going to lead.

57:56So it's going to be in the leads module.

57:58I'm going to call the task callback lead after MA journey.

58:06I have to give it a description.

58:07So I'll pop that in there.

58:08And I have to put in a due date.

58:10So I'm going to say the active.

58:14So I'm going to say three days after the task is created.

58:17It needs to be due.

58:19And I can put an assignee.

58:20So I'm going to assign a task to existing CRM owner.

58:25What that will mean is whoever owns that record in the CRM will get the task.

58:29So if you've got account managers in the CRM that own certain leads,

58:34this task will be created for that account manager.

58:37And I can hit save.

58:39Oh, it's going to pop up now and ask me just to connect a couple of fields

58:42that I haven't connected when I initially did the sync earlier.

58:44I won't worry about that too much right now,

58:47but you would just need to map the different statuses in here.

58:50This is all pretty stuff.

58:52Explanatory.

58:55Oh, that's why we don't have that particular field in the CRM.

58:57I'll just map it to the wrong one for now.

59:00There we go.

59:00So we've now got that in here.

59:02So if a link is clicked after seven days, it's going to create a task.

59:06If they've opened it, but they've not clicked a link, maybe there's more we can do here.

59:10So maybe we'll send them an additional email.

59:12So I'm going to put that in here.

59:14And if it's delivered, but they've not opened it, maybe they're not that engaged.

59:17Maybe it didn't quite grab their attention.

59:19so what we might do for these people is we might actually uh loop it back around and send the email

59:26again or if we want to be simple we can actually just clone uh the email block up here which is

59:31what I do quite a lot just because it makes it flow quite nicely so I can clone that block

59:36and I can put it in there so now if it's delivered if it's delivered but they don't open it we're

59:41going to send them the same email again and what we might do is we might actually put an awake

59:45condition in there. Oh, we might actually put a time delay in there. Sorry, not a wait condition.

59:51To say, okay, after another seven days, pop that in there. And if I unconnect that, I can put in a 01:00:01 merge in the process. I can merge two different paths together. And I can say, okay, after seven 01:00:07 days, we're just going to move on to the second email. And if it's opened here, again, we're going 01:00:12 of merge that back in and move on to that next email. And I can keep building out this tree. 01:00:19 Now, one of my favourite ways to start with a journey is a lead sequence. And what that might 01:00:24 look like is somebody has filled in a newsletter form or a contact us form on the website. 01:00:30 So what we do is set up a journey that either over a number of weeks or a number of days, 01:00:35 sends an email every couple of days or every week or so, telling them a bit more about us as a 01:00:41 company. It's a way to keep you sort of top of mind to your leads but again you're building it once 01:00:46 and then leads are benefiting it from it forever more without you having to keep creating new 01:00:51 content. So journeys for me are the real power tool of marketing automation and often overlooked. 01:00:57 I think people get a bit scared, a bit overwhelmed by journeys but they're a really really powerful 01:01:02 tool and once you start to get the hang of the different options you've got in here it can work 01:01:06 really nicely.

So just a couple of things on here that we haven't mentioned yet. You can use multiple 01:01:13 triggers. So you can see there's lots of different triggers in here. I can have multiple triggers for 01:01:18 one journey. So it might be that this journey is triggered by them entering a segment and it might 01:01:23 also be it's also triggered by them, I don't know, receiving a certain email also triggers the same 01:01:30 journey. So I can have multiple triggers here and I can mix and match them. Under actions there's lots 01:01:36 ways I can do actions in here including things like adding and removing people from lists, 01:01:41 updating the lead score which isn't something we've really spoken about today and probably is 01:01:46 something for another video but there is a lead scoring tool within Marketing Automation which 01:01:51 allows you to score leads based on their email engagement. We've also got in here things like 01:01:56 sending internal emails so if someone engages with something you could notify a person over email that 01:02:01 they've engaged with something and then different options for time delays and even web hooks.

01:02:06 web hooks are particularly powerful if you have a custom website or something like that or a custom 01:02:11 application that you want to integrate email marketing with a prime example of this is we used 01:02:18 a web hook trigger they go an open trigger with a customer that has a custom finance tool and the 01:02:25 way it works is when someone signs up for a trial of the custom finance tool that uses the open 01:02:31 trigger to enter them directly into the journey. They then go into a sequence of emails and then 01:02:37 once they get the final email that sends a trigger back using Webhook back to the custom finance tool 01:02:42 to say hey they've completed the journey so then the finance tool knows that they've completed the 01:02:48 journey and it can then do different things in app as well. So lots of more advanced ways to use this 01:02:53 but hopefully this gives you a good starting point. Is this making sense? Does anyone have any specific 01:02:59 questions around journeys or anything like that they'd like me to run through or demo. 01:03:12 No, if everyone's happy, that is all good. Well, I realise I'm in the Q&A and neglecting chat, 01:03:17 so let me pop into the chat. No, we're all good in chat as well, which is good. 01:03:22 Perfect. Oh, I can see I've got one in here. How would I add a tag at one stage?

01:03:29 good question so what you might want to do for example is say if somebody has clicked a link 01:03:36 what you can do is you can go in and where is the option in here assign tag 01:03:45 and then you can build that into the workflow just like that so then I can assign them a tag 01:03:51 test hit save and then in future I can use that tag in to either have people entered additional 01:03:56 journeys or when I'm building individual campaigns, I can use that tag as part of building that 01:04:03 campaign and then who that campaign is going to go to. Does that answer your question, Mark? 01:04:08 Perfect. Yeah, I can see a thumbs up, which is perfect. Cool. Okay. So moving on from our 01:04:15 journeys. So I'm going to just save that just in case we come back to it later when we go into 01:04:19 any more questions. The final big part of marketing automation is the bit that's often 01:04:24 overlooked by people and it's the website integration. So this is something that makes 01:04:29 marketing automation a little bit unique because not many marketing tools, particularly email 01:04:33 marketing tools, have any kind of complex integration with the website. But marketing 01:04:38 automation actually has quite a lot and people just kind of ignore it from a lot of my experience. 01:04:43 So to get this set up is really simple.

All you need to do is if I go into settings and web, 01:04:50 you get a little tracking code that needs to be added to the header of your website. 01:04:54 Now, this does leave a cookie. So obviously, with your cookie policy and things like that, 01:04:58 you just want to make sure that's updated to align to this additional tracking. 01:05:02 Much like if you add Google Analytics, you need to make sure your cookie policy includes that. 01:05:06 It's the same thing here because it's another kind of analytical tracking tool. 01:05:10 But once that's added to your website, there's a couple of things you get. 01:05:13 The first thing you get is website analytics. 01:05:16 So this is just like Google Analytics in that it's tracking a number of visitors, page views, all of that kind of information. 01:05:23 So if I show you this, I'm going to show you total visitors. 01:05:27 This is all on our test site here, Garden Skylines. 01:05:31 And you can see our number of visitors here. 01:05:33 This was on Saturday. That was almost certainly me and me messing around on different devices, 01:05:38 getting this up and running to make sure that was all good, ready for our presentation today. 01:05:42 And you can see I visited it a couple of times today as well. So it gives you some really basic 01:05:48 tracking.

Now, I will say what I like about this tracking is since Google Analytics updated to, 01:05:54 I want to say GA4, but I'm not a Google Analytics expert, I find it incredibly confusing to use. 01:06:00 I have no doubt for the marketeers in the audience, it is amazing and it's got loads of data that's 01:06:05 probably really, really helpful. For me as a non-marketeer, I look at it and I get a little 01:06:10 bit concerned that there's just too much information and nothing telling me what any of it means. 01:06:16 This is in a way perfect for me because it's got all of the key metrics I care about, 01:06:21 but with less of the noise of marketing automation. I don't feel like I need to be a 01:06:25 Google Analytics expert to be able to understand this. So you've got your stats over time, 01:06:31 you've got your sessions and things like that, all that kind of basic information that you'd expect. 01:06:36 I've also got things like behavior so I can see like entry pages, exit pages. 01:06:42 Again, all really simple information here to be able to understand what's happening on the website. 01:06:47 You can see most people exit on the homepage. 01:06:50 I've also got acquisition in here so I can look at what sources traffic is coming from. 01:06:55 So I can see most of mine is coming from direct.

01:06:57 Some of it's coming from lovable, which is the AI building service that we're using. 01:07:01 So a lot of that key metric information. 01:07:04 Now, one thing I will caveat this with, because sometimes I run into this, is don't be tempted to cross-reference numbers one-to-one between Google Analytics and Zoho Analytics. 01:07:13 The reason for that is because a visitor is very difficult to define, and each platform will have different ways of defining what a visitor is. 01:07:22 Is it as they returned within X time? Is it all within one browsing session? Is it across multiple days? There's all those kinds of questions. 01:07:31 The most important thing is that they align sort of trends. If the trends are completely different, 01:07:36 that probably tells you that one of the two isn't implemented or isn't tracking quite correctly. 01:07:41 But exact numbers you will expect to be a little bit different just because there's different ways 01:07:44 of measuring the same bit of information. But again, a really, really helpful tool to be able 01:07:49 to just see what's happening on your website. The other thing you'll notice here is you have this 01:07:54 concept of a known visitor and an anonymous visitor.

Now, what Marketing Automation is doing 01:08:00 that's very clever is if you send somebody an email and they click a link to on that email to 01:08:04 go to your website well marketing automation knows who that person is because they click the link from 01:08:09 your email so that will then move them into the known visitor camp um over time you'll have more 01:08:16 and more known visitors as you do more marketing automation now what's really clever is once 01:08:21 someone's a known visitor so let's say I send an email through marketing automation to my colleague 01:08:26 Alice. Alice clicks the link, she goes onto the website. That then means the website can track 01:08:32 Alice in terms of what she's doing but the website also knows that it is Alice. It's not just a random 01:08:37 person it's tracking, it knows that that's Alice that's on the website right now doing these 01:08:41 different things. What that means is I can set up goals. So it might be somebody filling in a form, 01:08:48 it might be them visiting a certain page.

So I can then start to see well Alice went to the website 01:08:53 after clicking on that link and this is what Alice did she reached this goal directly from that email 01:08:59 campaign now there's a couple of ways to create goals so the simplest way is it's just to track 01:09:04 a certain page being loaded so let's say we're going to do it on the contact us page 01:09:10 I'm going to paste that in and we're going to make that a goal oh let me do that correctly 01:09:16 let's call it contact us 01:09:20 hit next you are out of track 01:09:25 oh and simple there we go pop all that in 01:09:30 and we're not going to worry about any response actions for now so that now if I send an email to 01:09:36 somebody they become a known visitor and then they go to our contact us page that will then track 01:09:41 that as it will actually be a conversion. So in the real world, you'll probably put on like the 01:09:46 thank you page, but just for demonstration sake here, it's on the contact us page. So we then know 01:09:51 that that person completed that goal off the back of that campaign. Now, what we can also do in our 01:09:58 response actions, and this comes back to a question Mark asked a moment ago, we can do things like 01:10:02 assign a tag. So what I might then do is assign a tag to say they have been to the contact us page.

01:10:10 And this is where everything starts to come a little bit full circle. And there's a reason I did this bit last, because now they've got that tag that they've been to the contact us page that could then enter them into a new journey to say, hey, you visited our contact page. 01:10:23 You're clearly interested in talking to us. Here's some great things you should know about us. 01:10:28 So because we've initially engaged them, they've clicked through to our website. They become a known visitor. 01:10:33 We can then track what they do on the website with our goals. 01:10:38 And then once they hit those goals, we can then trigger additional journeys that then do more things. 01:10:44 And because marketing automation is connected to our CRM, we can get really sophisticated. 01:10:48 We can say, well, Alice has got to the contact us page. 01:10:52 But actually, I can see she already has a deal open in our CRM. 01:10:56 So actually, she's not going to get this journey because actually she's already talking to somebody. 01:11:00 But if Greg clicks on the link, he doesn't have a deal in the CRM. 01:11:04 So actually, we should probably follow up with him. 01:11:07 He will go into a journey and that will then start sending him emails.

01:11:11 And again, just like the journey we made a minute ago, we can include stuff like creating tasks in the CRM, WhatsApp messages, text messages, all sorts of things like that. 01:11:22 An example of this is I was doing some browsing a couple of weeks ago. 01:11:26 I got an email from I think it was Toyota about some new local deals to me. I clicked on the link 01:11:33 on the Toyota email. I went through I was browsing their website. I looked at a couple of the cars. 01:11:38 The following day, I got a phone call from Toyota saying, hey, Jake, and there's a Toyota garage 01:11:43 down the road that we've got a car from previously. The guy knows who I am. Hey, Jake, I seen you were 01:11:47 looking at this car. I know your car's coming up to the end of its finance. Do you want us to book 01:11:50 you in for a test drive? And that was all achieved through the kind of thing we're showing off here. 01:11:55 So, you know, Toyota is a massive, sophisticated company, but we can achieve this within Zoho because we can do that tracking. 01:12:02 We can do that linking the information together to see exactly what somebody is doing to then build more information off of it. 01:12:11 I can see we've got a question here. Where can we review reporting for journeys? 01:12:14 I created an automation in Zoho campaigns, but I'm unable to see the results.

01:12:18 We'll touch on reporting in just a moment because that's a little bit more difficult for me to show here. 01:12:22 But I will show you an example of what that reporting looks like. 01:12:25 So bear with me on that one. But it is absolutely possible in marketing automation. 01:12:31 So that's our response action for that website journey. I can also, or sorry, that's the response 01:12:38 action for that website goal. I can also, jumping back into journeys, I can go into create. In fact, 01:12:45 I won't create a new one. What I will do is I will use the one we created a moment ago. 01:12:50 And I can go into here and you can see some of the triggers I've got here are page visit. 01:12:56 So I can also trigger based on somebody visiting a certain page. 01:13:01 And what I really like is I can do it based on number of times. 01:13:04 Because somebody visiting the contact us page or the pricing page once might not mean anything. 01:13:08 But if they go back to our pricing page five times, do you know, they probably are quite interested in our pricing. 01:13:13 Let's enter them into the journey. 01:13:15 So again, it's another way of tying all of this information together. 01:13:19 And I think this website integration is so often the missing link for people. 01:13:24 Lots of clients, they do campaigns without my help.

01:13:26 They don't need me to be able to explain campaigns. 01:13:28 They're pretty straightforward. 01:13:30 Sometimes then we push them towards using journeys. 01:13:33 But where the real magic is, is once you get those website integration connected, because then it all comes full circle. 01:13:39 You've got that full tracking of everything a client's doing. 01:13:43 So those goals are really important. 01:13:45 And again, what it means is unlike using another email product where you send an email and you're measuring that email arbitrary things like open rate and click rate, which, by the way, these days are not perfect at all. 01:13:58 Like if you have an iPhone, your iPhone will automatically scan and open every email you get for a security thing. 01:14:05 That open rate is kind of irrelevant these days. 01:14:08 But if you can see someone click the link and then went and did something on your website, 01:14:12 that's a far more reliable way to be able to measure the real value of those email campaigns 01:14:17 that you're sending out. So really, really useful. The other thing we've got in here, 01:14:22 which I love is the smart URLs. So smart URLs allow you to create a specific URL for a specific 01:14:29 campaign. And this is particularly useful if you're doing anything that's printed. 01:14:33 So I'll tell you where we use this is we use this for business cards.

Once again I can't spell all 01:14:38 type today. So let's say I'm creating a business card that's going to go to our home page. I'm going 01:14:43 to pop that in there. I'm going to say the source is I don't know if I have business card in here. 01:14:49 We'll say the source is flying. I can give it a campaign name. So let's say I've got a specific 01:14:55 business card. We're going to Zoholics US next month. So let's say I've got a business card for 01:14:59 Zoholics US. I can put different things in here. I can leave the short key as it is. Save. And what 01:15:06 that will do is it'll generate me a full URL with all the tracking parameters. So you can see it's 01:15:11 got all of my UTM attributes and things like that, which is really important for tracking leads and 01:15:15 where they come from when they fill in forms. But it also has a shortened URL and a QR code. So we're 01:15:22 just getting new business cards printed. We are going to Zoholics US next month. So we've just 01:15:27 done this to create a unique business card. So when we go next month, we'll give people business 01:15:32 cards and it has a special QR code on it and it actually has a special tool on URL. So then we 01:15:37 know people we hand out those business cards to, if they come to our website then and book meetings, 01:15:42 I know exactly where they came from. So it can be a really useful tool.

If you've got like vans that 01:15:49 go out and you want to put a QR code on your van, then again, an ideal way to track that. And what 01:15:54 you'll see then is that starts to generate reporting so you can see how many times somebody 01:15:58 how many links of how many times a business card the link has been clicked and start understanding 01:16:03 what's going on with that data so again a really really useful tool to be able to see what's 01:16:09 happening on your website but there's even better bits particularly for marketeers in the crowd that 01:16:15 don't necessarily have all the web development experience in the world or don't have access to 01:16:20 web developers easily. And that's where we're going to get into the very final part of our demo today. 01:16:27 So the first thing we're going to do is we're going to pop up to lead generation. I told you 01:16:31 we're going to do this in a funny order. And we're going to look at sign up forms. So let's say you 01:16:37 want to create a form for your website that you're going to embed on your website.

Sign up forms allow 01:16:42 you to create so we'll say contact us allow you to create very easily a form that can sit on your 01:16:52 website and you can see there's different forms in here now sometimes this can raise the question 01:16:57 because Zaha has lots of ways you can build a form there's forms in CRM there's an app called 01:17:02 Zaha Forms there's Zaha Surveys there's forms here there's forms in other apps as well 01:17:07 typically I would use this form for creating like a newsletter sign up form or something like that 01:17:12 Now there's a lot of different templates in here that you can choose. You can then customize the 01:17:16 design, all the kinds of things that you'd expect from a form builder. When you're ready to go you 01:17:22 can save and then what you do is you can choose when someone signs up for this form what topics 01:17:27 do they get, if there's any response actions. This is the same as when they hit their goal we spoke 01:17:32 about earlier where we can assign a tag. We can also do stuff like add them to a list, add them 01:17:36 to a journey and things like that. And we can also choose to push them to the CRM. And when I launch 01:17:43 that, that's then going to give us a bit of code that we can put on our website. I'll give you an 01:17:47 example of this here.

If I scroll down to our footer, here's one, be it not very well styled 01:17:51 because I added it very quickly to sign up for our newsletter. And when someone fills this in, 01:17:57 they then automatically show up in marketing automation. And if I go into contacts, I can then 01:18:02 see who has signed up through this form. Now this is the most boring one of the things I'm going to 01:18:07 show you now because most people already have a solution for a form on the website. What's really 01:18:14 helpful though is the next couple of things we're going to look at. So the next thing we're going to 01:18:17 look at is a sign up pop-up. So a sign up pop-up is a little bit more powerful. So I'm going to give 01:18:22 this a name. I'm going to call this demo for webinar and I'm going to give it a preview URL. 01:18:28 So let's say we're going to do this on the about us page. I'm going to copy that and put it on here 01:18:32 Hit next. You can see there's loads of different templates here and different template styles. 01:18:38 I can do pop up, slide in, banner, full screen, however I want to do it. 01:18:44 Let's say we're going to do a more. Let's do a pop up. 01:18:49 Let's go for this one. You can see there's different designs here as well. 01:18:52 Let's go for a holiday offer. So let's choose the holiday offer one. 01:18:57 We're going to choose it.

And again, this is just a template. 01:19:00 This is completely editable. 01:19:02 You can completely change the style on here. 01:19:04 There's loads of different options. 01:19:05 You can embed text, videos, images, 01:19:08 anything that you want in here. 01:19:09 I'm just using the template for the benefit of time. 01:19:12 You can say I've got the email in here, I've got submit. 01:19:15 Obviously, you've got all the different settings here 01:19:16 for style. 01:19:17 When I'm ready, I'm gonna hit save and next. 01:19:20 From here, I can now start choosing 01:19:23 when this pop-up will trigger. 01:19:25 So I can go in and say, okay, 01:19:26 well, I only want this one to show up on desktop 01:19:28 it's too big for mobile. I can tally which audience, so whether it's just all, whether it's 01:19:34 all visitors, just direct traffic, just social traffic, whether it's new visitors, returning 01:19:40 visitors. So lots of options I've got there. I can also do it based on whether they're known visitors 01:19:45 or unknown visitors as well. We'll stick it to all for now. Hit save. I can choose what the trigger is, 01:19:51 so when someone enters a page when they're about to leave, when a visitor scrolls halfway down, 01:19:56 We'll go for a back to leave. Hit save. And I can choose what topic that person's then signed up for.

01:20:03 So I'm going to say they signed up for newsletters. And we're going to say we've got consent from 01:20:07 these people because they've filled out the form. Again, we can do response actions. Again, we can 01:20:12 do push to CRM. Now, where this is super useful is now when I hit launch, are you sure you want 01:20:18 to launch the pop-up? I am. Now, I don't need to copy any code to the website to launch this 01:20:25 because when we initially did the integration, we copied that one line and put it in the header. 01:20:30 That's all we needed. So once that initial one line of code was added, which we could have done 01:20:34 if you've been using marketing automation for a while, might have been done years ago, 01:20:38 you don't need to do anything else. If I now go to the website, and this is going to be the real 01:20:42 test, I've got a private browser here just so I've not already triggered any of these things. 01:20:47 And I'm going to go to the About Us. I'm going to scroll down a little bit. Again, 01:20:53 This whole website was made by AI in like 20 minutes. 01:20:57 It's incredible how good we can do these things. 01:20:59 Now, I'm going to go up as if I'm going to hit the cross. 01:21:01 And I'm hoping, there we go, like magic, our holiday sale pop-up has happened.

01:21:07 So we now have a smart pop-up that collects user information that dynamically shows up as someone's about to leave the page. 01:21:16 And we've not had to contact the web developer at all. 01:21:20 It just happens for us. 01:21:22 And because this is so easy to do, we can switch them on and off really, really simply. 01:21:27 So let's say this Christmas is now over. 01:21:29 We're going to turn that one off. 01:21:30 So I'm going to go in and I can pause that one. 01:21:33 I can then create another one. 01:21:34 I can clone it. 01:21:35 I can do as many as I want. 01:21:36 I can do it on specific pages if I want. 01:21:40 And again, built into marketing automation, all you need is that one initial line of code 01:21:44 that was added to the website when you first did the connection. 01:21:47 And then you can add as many of these pop-ups over time. 01:21:49 This is such a killer feature, particularly for smaller businesses where you might not have internally the expertise to do it or you might not have the resources externally to do it. 01:21:58 It might be, you know, you don't currently have a web developer. 01:22:00 It might be that they're working on a bigger project. 01:22:03 It allows you in marketing to be really flexible, really dynamic with your campaigns because you can manage it all from marketing automation without having to get other people involved.

01:22:12 So it's a really, really powerful tool and it's one that's often overlooked by people that are using marketing automation. 01:22:19 Now on a very similar thing, again, we're going to switch around a little bit. We're going to pop 01:22:23 into engagement pop-ups. I have no idea why engagement pop-ups are separate from everything 01:22:28 else. I guess it's because engagement pop-ups don't capture leads in the same way, but they work in a 01:22:32 similar way. So we're going to create an engagement pop-up. Again, I'm going to call this demo. 01:22:38 We'll preview it on the About Us page. Hit next. And engagement pop-up's a little bit different. So 01:22:49 This engagement pop-up is just a pop-up with information. 01:22:52 So you can see some of the examples here are like deals, 01:22:55 there's thank yous, there's announcements and things like that. 01:22:58 But again, it means you can create one of these pop-ups 01:23:00 really, really quick and easy. 01:23:02 So let's say we want to give somebody an offer. 01:23:05 So let's say we've got this 40% off offer here. 01:23:08 Again, all of this is editable here. 01:23:11 I'm going to hit save and next because we've got it. 01:23:13 I can choose which page it's going to be. 01:23:15 I'm actually going to change that 01:23:16 because we've already got something on the About Us page. 01:23:18 Let's do it on the homepage.

01:23:19 I'm going to pop that in there. 01:23:21 Again, I can choose where it's going to go to. 01:23:23 So I'm going to say it's going to go just on desktop. 01:23:26 Again, I can choose the audience. 01:23:28 And I can actually even build custom audiences here as well, 01:23:31 where I can do custom criteria. 01:23:33 Now, obviously, this works better with known contacts 01:23:36 because things like their email address, their company, 01:23:38 and things like that, you will only have the contacts that are known. 01:23:41 You won't have those for anonymous contacts. 01:23:43 But you've got that option here. 01:23:45 I'm going to say I'm doing it for all visitors. 01:23:48 again I'm going to go into my triggers and I've got all sorts of different triggers here 01:23:53 so you can even do custom events as well so if I go into add a new event to test 01:24:00 hit save that actually gives me a little bit of code so this would require a web developer 01:24:05 but it means you can have this triggered at an exact point you might want it so maybe if somebody 01:24:10 watches to the end of a video you want this to trigger this is where you could potentially work 01:24:14 with a web developer to integrate what you're doing here. But for the most cases, we're probably 01:24:19 going to use one of these. So let's say in our case, it's when we enter the page.

So I'm going 01:24:24 to do that. Pop-up frequency until the visitor completes the pop-up, even if the visitors 01:24:30 previously responded to the pop-up, show more than once, all of that kind of thing, all sorts of 01:24:33 different options here. Again, we have our response actions and our push to CRM. And again, we can 01:24:39 launch. And if I go back to here again, I'm going to close my Christmas sale pop up and hit refresh. 01:24:46 If I go to the home, there we go. We now have our 40% off. No code again added to the website, 01:24:53 just all managed directly from marketing automation. So again, makes it really easily, 01:24:58 easy as a marketing team to be able to dynamically put these different things up. You know, this kind 01:25:02 of thing previously, you might have had to have gone to a web developer. They might have taken a 01:25:06 week to get back to you and all of that kind of thing. You can just do it right from marketing 01:25:10 automation. And particularly once you've done a couple, you'll have a style that's already set up 01:25:15 and it's really easy to clone them, edit what the content is. So it's exactly what you want it to be. 01:25:20 So lots of different options in there. So going back over, I can see we did have a question there. 01:25:27 Is marketing automation included in Zaha One? Yes. Everything I'm showing right now is in Zaha One.

01:25:32 I'm doing this in Zaha One. We pay for a Zaha One account as a test system here. There's nothing 01:25:38 special here. It's just a Zaha One subscription. So the final thing I want to show you guys, 01:25:44 and we're going to go back to lead generation, is landing pages. So everything else I've shown you 01:25:50 so far on the website integration is around adding stuff and integrating with your existing website. 01:25:55 Landing pages allow you to build a bespoke web page for a specific campaign. So let's say I'm 01:26:01 doing a webinar. Imagine that. We're going to put in, okay, that's not very helpful. We'll call it 01:26:07 webinar two because apparently it doesn't like webinar. This allows us to choose a template for 01:26:13 an entire web page. You can see there's absolutely loads of templates in here. And in fact, I think 01:26:17 there are some in here specifically for a webinar. There is. So I'm going to select that. 01:26:23 And I'm going to use this template here. I'm going to hit choose. And what this is now, 01:26:29 it's almost like a Squarespace, a Wix, any of those kind of drag and drop website builders, 01:26:35 but it's specifically for building a landing page for a sort of one time thing. So I can now go 01:26:40 through and I can add buttons. I can add information. I can change all of this to build a custom web 01:26:47 page.

I can add forms in here. There's absolutely loads I can do in here. I can add media, 01:26:53 interactive video that's brand new. I can add a Zoho form in here, a CRM form. 01:26:59 All of that kind of stuff I can build into my landing page and then I can deploy that from 01:27:05 marketing automation. Now there is an extra step here if you want it to use your domain. So in my 01:27:10 case the domain here is gardenskylines.com. If I wanted this to be landing.gardenskylines.com 01:27:18 I would have to do a little bit of work just to connect up the DNS records. Probably a little bit 01:27:22 out of the scope of this because it's getting more into the realm of setup. But if I just wanted to 01:27:27 give a generic link but it's asking me to map fields because I added a form let me just remove 01:27:32 that form just for simplicity let me remove this there we go let me delete that form yes 01:27:42 there you go I don't think we have any other forms nope that's good so I'm going to do that 01:27:47 hit publish now and you can see it's going to give me a Zoho URL so once I hit publish 01:27:54 this is then a web page it's on the internet I can share it with people um so I can copy that 01:27:59 I can go into here I can paste this in oh helps if I copy the right thing let me do that where's 01:28:06 it gone let me just copy that there we go and I can pop that into there and there's my web page 01:28:14 it's now live it's as simple as that and the templates here are pretty good and again once 01:28:18 you've built one, you can clone it and reuse it. I can see Rosie's asking about can you use custom 01:28:25 HTML in here. So let me go into unpublish and I'll just show you a couple of your options here. 01:28:32 So let's go back in. I don't know if it's going to let me edit it in the same way. Yeah, it will do. 01:28:36 Perfect. So when you're in the editor, there's no button just to completely start from HTML. 01:28:43 but what you can do is if I go into elements I can add in here somewhere a 01:28:53 html oh there we go a code snippet so I can't build the entire thing directly with html but if 01:28:59 there's certain elements that are not achievable with the drag and drop interface you can add a 01:29:03 code block in here and then you can just paste the code in we've done that with some clients where 01:29:08 you can kind of get 90% there and then there's a specific thing they needed so you can add the 01:29:12 code block in there and that works quite well. But yeah, I really, really like the landing page 01:29:17 editor. Now there is, if any, if people are interested, there is a tool called Zoho Sites, 01:29:23 which takes what you're doing in the landing page and allows you to build a whole website with it. 01:29:29 If I'm 100% honest on that, the tool's very good for a landing page. It probably wouldn't be my 01:29:36 first choice for building a whole website on, just because once you start getting more complex, 01:29:40 there are probably some limitations in there that are going to be more pronounced than if you're just 01:29:44 building a landing page but certainly for a landing page this editor is really really good it's quite 01:29:49 easy to use and the templates in here are a great starting point and again it means it takes the 01:29:54 power away from web developers that can be very expensive and hard to get hold of and puts it back 01:29:59 into the hands of the marketing team allowing you to very quickly build these things go live with 01:30:04 these things and benefit from these things and as I said once you've done that little bit of DNS 01:30:09 works so that you can use your own URL, you can then do stuff like have it be event.gardenskylines.com 01:30:16 and that could go directly to your landing page. And one of the tricks there that we use quite a lot 01:30:22 is you can reuse that same subdomain. So if it's events.gardenskylines.com, this week that might 01:30:29 post to this webinar that I'm doing. Next week, that same domain may take you to a different webinar 01:30:34 because it'll be the next webinar. So it's quite a useful way then because you can share that URL 01:30:38 everywhere and it won't go out of date because you just keep having new webinars on that same page 01:30:42 which can be quite useful. Again with the landing pages you get all of the same benefits we've spoken 01:30:48 about elsewhere where you can add response actions, push to the CRM etc. And I think that brings us to 01:30:55 our 90 minutes. I've got a little bit more time so if people have questions please do post them 01:31:00 and I'll stick around for the next little while and answer any questions people have. Mark I 01:31:05 realised I didn't get back to your question on journey reporting. I don't know, do I have any 01:31:10 journeys that I've sent in here? Let me have a quick look. Oh, there we go. So I have an active 01:31:15 journey here. So once you've triggered a journey in marketing automation, you can go in and on the 01:31:22 overview page, you'll see an overview of what's happened today, this week, last week, etc. And you 01:31:27 can adjust that filter here. So I can do entire duration. So I can see that's how many people have 01:31:31 entered that step, how many people have exited, etc. I can go in here and do like an x-ray where 01:31:37 it can show me the, oh is that because I'm doing it for so long? Oh normally I can check these boxes 01:31:46 to see the the most used paths but it's not letting me today. I can also put in an email 01:31:51 address to see a specific person's journey through and then I can also on any of these blocks I can 01:31:57 click the little person with an eye and I can see exactly who has gone into each of the parts of the 01:32:03 journey and who has exited each part of the journey. So there's quite a lot of information in there. 01:32:08 That said, Zoho Marketing Automation does integrate with Zoho Analytics, which allows you to build 01:32:14 more complex and more powerful bespoke reporting if the built-in reporting doesn't quite give you 01:32:20 what you need. Perfect. Does that answer your question, Mark? Hopefully that makes sense. 01:32:28 perfect 01:32:32 okay any other questions i can help people with today 01:32:38 no hopefully all all made sense then what kind of webinar would people like to see next that's a 01:32:46 good question we're currently booking in webinars for the next couple of months we're going to start 01:32:50 doing a monthly kind of what's new in zoho webinar we did a couple of those last year and they were 01:32:54 quite popular and they're a great way to sort of see what's coming out across the different Zoho 01:32:58 apps. People have suggestions of what they want to see please feel free to share it because I'm 01:33:03 more than happy to work that into what we're doing. Oh good question can you test a journey before you 01:33:09 launch it? Oh that's an easier said than done that one. So the way I typically do this is if we open 01:33:17 up our journey here so we'll do our webinar journey as an example. What I would typically do is in each 01:33:23 individual campaign you can go in and send a test campaign but that's not necessarily the best way 01:33:29 to test it because you're only testing each stage you're not testing the entire flow so what I would 01:33:36 do is I would go in I'm going to just open this in a new tab I would create a segment for your 01:33:42 internal contacts that you're going to use to test so it might be a testing contacts and these are 01:33:48 going to be contacts with a contact email in my case contains limitless so I'm going to save that 01:33:56 and there we go so I've got my two contacts here in this segment what I would then do is I'd go 01:34:01 back into my journey and I would initially have the segment be the testing contact segment I would 01:34:08 then save and launch that segment that journey so it goes out to those two people in that segment 01:34:13 in our testing segment. So then they can go through it as if it's normal. Once I'm happy, 01:34:18 you can then edit the journey and you can then add in a second trigger for the original, 01:34:24 the actual real segment that you want to enter the journey. But typically that's how I would test it 01:34:29 is I'd have a segment of my test contacts, put them through first and then put through my real 01:34:34 segment. The only catch I'd recommend is when you're doing the testing, tweak the time delays 01:34:38 to like an hour. Otherwise, what sometimes happens is you end up waiting weeks to do your testing. 01:34:47 Oh, Caroline, good question on that. So Caroline has sent a screenshot. I don't know. Can I share 01:34:53 this with everybody? Bear with me a second because I think it'd be useful to everybody to see. I don't 01:34:58 think there's anything private on here. Caroline, are you happy for me to share that screenshot just 01:35:04 on the screen if that's okay. Yeah, perfect. Thank you. So let me open that up. So Caroline has sent 01:35:10 this screenshot here, which is very helpful. So if anybody else is seeing this view here where you 01:35:16 have like a different logo, you have this different sidebar, that's Marketing Automation version one. 01:35:26 Zoho originally launched Marketing Automation, I think it was about 2019. The original version had 01:35:32 a few issues, if I'm honest, quite a few teething problems. So they relaunched it a couple of years 01:35:37 ago as Marketing Automation 2. That's what I've presented today as Marketing Automation 2. 01:35:42 Now, in theory, what you should see when you access Marketing Automation version 1, 01:35:46 you should get a pop-up to say you're using version 1, would you like to migrate? 01:35:51 If you've not seen that, what I'd recommend is just messaging Zoho. And typically, you can do that 01:35:59 by going into your user profile. 01:36:02 And typically, they'll either be a write to us 01:36:04 or sometimes there's a live chat. 01:36:06 The live chat depends on your Zoho licensing 01:36:09 and what country you're in and things like that. 01:36:12 But yeah, this screenshot here is from the old version 01:36:14 of Zoho Marketing Automation. 01:36:16 So you want to move from there. 01:36:18 And I wouldn't spend any time building in this 01:36:20 because when you migrate, there's a lot of new features. 01:36:24 And it might mean you're redoing some work. 01:36:27 Perfect. Good. I'm glad that all makes sense, Caroline. Any other questions from anybody else I can help with? 01:36:37 Perfect. As I say, what I will do with this is it'll probably take me a bit of time this afternoon, but this will be uploaded to our website. 01:36:44 So if people want to look back over the recording, please do go in and go to our website and you'll be able to see that. 01:36:52 We've actually just updated our website to match our new branding. 01:36:56 I forgot to use our fancy new presentation as well. 01:37:00 But yeah, if you go to our website, so from our website, you can go to resources and webinars. 01:37:06 And it's got a list of our upcoming future webinars and also our past webinars where you can click in, put in your email and you'll be able to see the webinar. 01:37:15 The other thing we've got on here, which we love and not many people are using yet because we've only just launched it, but we love it. 01:37:21 Zoho news section. So in here we're posting updates of all the different app updates that 01:37:26 happening across Zoho and you can go in and filter. So if you just care say about Zoho CRM 01:37:32 you can click this and it'll show you all of the app updates that have come to Zoho CRM 01:37:37 and if you click into them it'll give you a brief description of what the update is. 01:37:41 Normally gives you a screenshot but in that case let me try the other one. 01:37:46 That one doesn't have any screenshots. Let's try that again. There we go this one has screenshots 01:37:51 So you can see the screenshots in there and you can click through, read the original article from Zoho. 01:37:57 It's just a good way to keep up to date. And if you pop your email in here as well, you'll start getting a weekly email from us of what's new in Zoho. 01:38:05 Zoho are always updating their apps. It's just a good way to hopefully keep up to date with what's going on. 01:38:11 If you did find this useful and you're still around, feel free to visit our website to book an introduction meeting with us. 01:38:19 We do instruction meetings all the time with lots of different potential clients. 01:38:23 It's not a particularly salesy call at all. 01:38:26 Really what we're doing is looking to understand how you're currently using Zoho. 01:38:30 If there's a way we could potentially help you get more from your subscription. 01:38:34 And if there's a way we could potentially work together to make that happen. 01:38:37 As I say, there's four of us now full time. 01:38:39 We've got an additional part time person. 01:38:41 We're currently working with around 30 UK based clients in all sorts of different industries, different sizes. 01:38:47 Last year, our client renewal rate was 93%. 01:38:50 So far this year, it's at 100%. 01:38:52 I don't want to jinx it, but I know up until May, 01:38:55 all of our renewals coming up in May 01:38:56 have already committed to renewing. 01:38:59 So I don't want to jinx it, but so far we're 100%. 01:39:01 We're a Zoho authorised partner. 01:39:03 So we know this stuff inside out. 01:39:05 So if people have questions, 01:39:06 if you need help with your Zoho system, 01:39:08 if you don't feel like you're getting enough from it, 01:39:10 please do let us know 01:39:11 because we're absolutely here to help. 01:39:12 And we'll be doing more of these webinars as well 01:39:14 to help people get more from the Zoho subscription. 01:39:18 it looks like that is all of the questions so I will wrap up today um thank you very much for 01:39:24 your time everybody I know it's a long time to spend looking at Zoho but I really hope it's been 01:39:28 helpful um and as I say if there's anything we can do to help or any questions you guys have after 01:39:33 the fact please do drop us an email or visit the website um and we'll be there to help perfect 01:39:38 appreciate it thanks guys uh yes uh we will email out the recording once it's live I'll drop an email 01:39:44 to everybody to let them know it's live so you can access it no problem at all. 01:39:50 Perfect thanks guys really appreciate it. 01:39:55 Amazing thank you guys you're all so kind. I'd like to see a couple of clients in here as well 01:40:00 so I'm expecting there'll be be some follow-up work coming to us as well now that I've shown 01:40:04 you some of these cool things we can do. Cool okay thank you very much guys have a good afternoon 01:40:09 speak to you all soon bye bye.Hello WorldAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA