Getting started with Zoho Marketing Plus



In this video, you'll learn how to get started with Zoho Marketing Plus, the unified marketing platform for all your marketing needs. We'll help you set up your account and learn all about managing users and brands, adding contacts, configuring social media channels, installing website tracking code, and creating a marketing project.


  • Managing brands and adding users

    The Brands in Zoho Marketing Plus lets you manage all users, roles, and related marketing projects in a single place. You can create multiple brands to manage different departments in your business and configure roles to manage permissions for the users in your Marketing Plus account.

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  • Managing your contacts

    It's easy to target various marketing campaigns when you have all your contacts in a single place. With Marketing Plus, you can create, import, or synchronize leads and contacts from various sources, such as Zoho CRM, Salesforce, Microsoft Dynamics 365, Bigin, and more.

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  • Configuring social media channels

    The Social module in Marketing Plus enables you to connect with various social media channels like Facebook, Twitter, LinkedIn, Instagram, Google My Business, YouTube, and Pinterest. You can create and customize content for various social media platforms and choose to publish or schedule them for a specific date and time. The monitor tab tracks what the people are saying about your brand, product reviews, monitor keywords, and so on. You can also create dashboards to analyze the performance of all social media channels.

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  • Installing website tracking code

    This is the first step in setting up your account to track website metrics, so you can optimize and personalize the user experience in your website through PageSense.

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  • Creating a marketing project

    All the marketing campaigns initiated by your business are called marketing projects. A marketing project consists of various activities, such as email campaigns, social media posts, webinars, events, and more. You can create these activities or assign them to users in Zoho Marketing Plus.

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