Zoho Campaigns

Zoho Campaigns

Automate your email marketing using Zoho CampaignsConnect your store to send promotional and automated follow-up emails and sell more products.

 

In this section:

  • Benefits of Integration

  • How to Integrate

  • Segmentation

 

Benefits of Integration

  • Set up a series of automated abandoned cart reminder emails based on conditions
  • Set up purchase follow-up emails and showcase related products
  • Send promotional emails like sales announcements, newsletters, and other information

 

How to Integrate

  1. Go to Settings > Zoho Campaigns under Integrations.
  1. Click Access Campaigns.

  1. Click Integrate.

Your customers, products, coupons, and orders will be synced from your store into Zoho Campaigns.

  1. Create a mailing list for your store or select an existing list if you are a Campaigns user and click Associate.

  1. Confirm mapping your Zoho Commerce and Campaigns fields, and click Sync Data. Click Map more to add more fields.

  1. You'll be taken to the Summary page. From there, you can navigate to Store productsCustomersPromotionAutomated emails, and Setup tabs.

  1. Click Create at the top-right to set up a promotional or automated email. Click Zoho Commerce below your store's name to visit your store.

 

For more info: https://help.zoho.com/portal/en/kb/campaigns/user-guide/ecommerce-solutions/ecommerce-solutions-zoho-commerce-and-shopify/articles/ecommerce-solutions-zoho-commerce#Segmentation

 

Summary

This is your dashboard on Zoho Campaigns. The top metrics from your store, such as number of orders and revenue, will be shown here, as well as data from Zoho Campaigns, such as revenue generated from Zoho Campaigns. You can also view your customers, top-selling products, and abandoned carts recovered.
 

Store Products

Your store's products along with their price and time added or modified will be displayed.

 

 

Customers

Your store's customers will be listed in the Customers subtab with all their details. Select individual customers to learn more details about them, such as the purchases they made, revenue they've generated, their most recent purchase, and more. In Campaigns, your customers will be divided into two categories.

 

Marketing allowed: These are the customers who have opted in for and are eligible to receive emails from you. These customers, at some point of time, may have entered their email addresses on your website and opted in to receive emails from your store.

 

Marketing not allowed: These are the customers who may have either not subscribed to your newsletters or unsubscribed or opted out of receiving emails from your store. Customers who enter their email addresses in any of your forms but did not check the box to receive emails from your store will be considered as Marketing not allowed.

 

Promotion

Use this tab to create and send email campaigns.
  1. Enter the basic info of the campaign, then click Next.
  2. Select the products that you want to promote in the campaign.

  3. Select the mailing lists to which you want to send the campaign.

 

Alternatively, you can create a promotional campaign for your store using advanced campaigns.

  1. From the navigation toolbar, choose Advanced Campaigns.

  2. Click Create Campaign in the top-right corner.

  3. Scroll down to the Ecommerce section and click the Create New dropdown.

  1. Select either Regular campaign or A/B test.

  2. Select the store that you would like to create a promotional campaign for.

  3. Enter the basic info of the campaign, then click Next.

  1. Select a template for your campaign.

  2. Use the product component in the template editor to add your store products in the content.

  1. Choose the mailing lists you want to send the campaign to.

  2. Send your campaign.

 

Automated emails

One of the most crucial parts of your sales funnels is customer workflows and re-engagement using automated follow-up emails. Interpreting the process that customers undergo when they explore, analyze, and purchase from you is essential to figure out the next step that you need to take to keep the engagement pushing along the way. There are two types of automated emails that you can create for your customers.

Abandoned cart recoveryUse the Abandoned Cart template to send automated reminder emails to customers who add products to their cart and leave without completing an order.


Purchase follow-up: Send follow-up messages to your customers thanking them for their purchase, and inform them of products that might be relevant to their previous orders using Purchase Follow-up. This template will be triggered only up completion of a purchase.

 

Segmentation

Segment your customers based on the items they have or have not purchased, the average and total amount they have spent on purchases, total orders, and the most recent order they have placed. Segment your customers based on a specific criteria for personalized and relevant marketing communications with them. To create a segment for your ecommerce customers:
  1. From the navigation toolbar, choose Contacts and select Manage Lists.
  2. Select the mailing list that you have connected with your store to manage your customers.

  3. Choose the Segments subtab at the top, then click Segment from the dropdown.

  4. Click Add Segment.

  5. In the segment creation page, do the following:

Name - Give a name to your segment. This is for your reference to identify and  relate to the criteria.

Criteria - Select a relevant criteria.

  1. Click Save.


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