About the Course:

This is an Admin Level Online Training on Zoho Marketing Automation. We will be conducting the training in a generalised way and covering every admin level feature that Zoho Marketing Automation has got to offer. This is a two day course for 4.5 hours each day including periodic short breaks. During the session, you can request the trainer to stop anytime to get the questions clarified. You are not allowed to record these sessions or publish them in any media. We will also not be recording it either. You will be given a training link by the trainer for joining the session.

Who it is for?

The session is for sales managers in the ready-made garments and textiles industry who want to enhance their skills using a convenient POS system.

Training Delivery and Format:

The training sessions will be delivered exclusively in English, using general examples and use cases from industries such as fitness, automotive, and education. These sessions are intended to offer a broad overview with industrial examples—they're not tailored to specific business requirements. Trainers will not be able to assist in customizing your Zoho Marketing Automation for individual business needs. Each session will run for four hours 30 minutes daily over two days.

Day One - 4.5 Hours

Module 1:

Introduction to Marketing Automation

  • What is Marketing Automation?
  • The need for Marketing Automation in the modern world
  • Zoho Campaigns vs Zoho Marketing Automation
Module 2:

General Configuration

  • Brand settings
  • Notification and Subscription details
Module 3:

User Management

  • Adding app users
  • Managing the roles and privileges of app users
  • Workspace
Module 4:

Lead Generation

  • Lead source management Signup Forms and Signup pop-ups
  • Landing pages
Module 5:

Lead Mailing List

  • Managing mailing lists and segments
  • Syncing contacts from other services
  • What are topics and why do we use them in MA?
  • Product management and how they relate to topics
Module 6:

Marketing Channels (Part I)

  • Email channel configuration and engagement

Day Two - 4.5 Hours

Module 1:

Marketing Channels (Part II)

  • SMS Channel configuration and engagement
  • Web Channel configuration and engagement
  • Social Channel configuration and engagement
  • Whatsapp Channel configuration and engagement
  • Engagement Pop-ups
Module 2:

Lead Journeys

  • Automation using Journeys
  • Journey reports
  • Journey templates
Module 3:

Lead Qualification and Attribution

  • Lead Scoring
  • Managing Tags
  • Stages for categorization
  • Insights
Module 4:

Marketing Planner

Module 5:

Website Analytics

Module 6:

Integrations

Module 7:

Revisiting more configuration

  • Compliance setting
  • Managing opt-ins
  • Managing sign-up pages and email
  • Managing custom fields
Module 8:

Dashboards

  • Dashboard view management Interacting with components
Module 9:

Library Management

  • Managing Images
  • Managing Templates - Email Templates, Workflow Templates and Form Templates
  • Managing Attachments

Through online training, we aim to offer a completely personalized One-on-One training package tailored exclusively to meet the trainees' business requirements.

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