You're reading from Building Expert Business Solutions with Zoho CRM An indispensable guide to developing future-proof CRM solutions and growing your business exponentially

Product type Paperback

Published in Aug 2021

Publisher Packt

ISBN-13 9781800564664

Length 352 pages

Edition 1st Edition

Tools

Zoho CRM

Concepts

CRM

Author (1):

Dominic Harrington

View More author details

Table of Contents (22) Chapters

Preface

1. Section 1: Laying the Foundation

2. Chapter 1: The Foundation Modules – Understanding the Building Blocks of Success FREE CHAPTER

3. Chapter 2: Leads – Getting It Right the First Time

4. Chapter 3: Deals – Sales Funnels to Fuel Your Business Growth

5. Chapter 4: Accounts and Contacts – The Beating Heart of Your CRM

6. Section 2: Take Your CRM to the Next Level

7. Chapter 5: Working with Other System and Custom Modules

8. Chapter 6: Game-Changing Workflows and Automations

9. Chapter 7: Essential Systems Administration

10. Chapter 8: Supercharge CRM with Marketplace Extensions, Custom Functions, and Integrations

11. Section 3: Six of the Best Zoho Apps to Integrate with Your CRM

12. Chapter 9: Zoho Campaigns

13. Chapter 10: Zoho Forms

14. Chapter 11: Zoho Survey

15. Chapter 12: SalesIQ

16. Chapter 13: Zoho Analytics

17. Chapter 14: Zoho Creator

18. Section 4: Measure, Learn, Evolve

19. Chapter 15: Building Actionable Reports and Dashboards (CRM)

20. Chapter 16: Best Practices to Adopt and Evolve Your CRM

21. Other Books You May Enjoy

Getting started with one-off campaigns

In this section, you will learn how to create what Zoho refers to as a Regular Campaign. At the end of this section, you will know the basic controls and functions well enough to send an email to one of your mailing lists.

We may begin this process as follows:

From the main menu in Campaigns, click Campaigns |Regular Campaign | Create Campaign.
You will now be presented with the following screen that contains a sequence of steps that need to be carried out to create your campaign email:
Figure 9.8 – Creating a standard email campaign
Click on the edit icon (the pencil) next to Untitled Campaign at the top of this screen.
Now give your campaign a suitable name – which is for internal use only and will not be seen by our contacts (prospects). If we have a simple yet structured and logical way of naming our campaigns, mailing lists, syncs, and custom views (in Zoho CRM), then it is much easier to manage. So, following...