Zoho Marketing Automation

Zoho Marketing Automation – Introduction

$720

Enable participants to understand the fundamentals of marketing automation and to take control of the essential features of Zoho Marketing Automation.

Target Audience: Marketing managers, CRM coordinators, digital specialists, or anyone wishing to explore and effectively use Zoho Marketing Automation.

SKU: TZMARK-1-4 Category: Tag: Brand:

Description

1. Training Structure

Required Material:

  • Stable Internet connection

  • Zoho Marketing Automation account (trial or enterprise version)

  • Access to a Zoho CRM account (recommended for easy integration)

  • Two screens recommended for simultaneous learning and practice

Evaluation Methods:

  • Hands-on exercises throughout the modules

  • Real-time feedback

  • Mini-simulation at the end of the session

2. Learning Objectives

General Objective:
By the end of this training, participants will be able to create simple campaigns, segment a basic audience, and launch their first automation journey

Specific Objectives:

  • Understand the role of Zoho Marketing Automation in a digital strategy
  • Navigate the interface and set up a basic account
  • Create and manage contacts and segments
  • Launch a simple marketing campaign (email automation)
  • Create a basic automated journey (workflow)

3. Content and Training Flow

Module 1: Introduction to Marketing Automation and Zoho MA

Objective: Understand the value of automation and the positioning of Zoho MA.

  • Key concepts of marketing automation
  • Simple use cases: lead nurturing, follow-ups, conversions
  • Overview of the Zoho MA interface
  • Practical Exercise: Free exploration of the platform

Module 2: Account Setup and Data Structure

Objective: Prepare the environment for first use.

  • Account configuration (domains, users, GDPR)
  • Overview of entities: leads, tags, sources
  • Simple connection with Zoho CRM or form
  • Practical Exercise: Setting up a test account

Module 3: Contact Import and Segment Creation

Objective: Manage contacts and define a targeted audience.

  • Manual addition or import of contacts
  • Creation of simple segments (by source, behavior, or custom field)
  • Practical Exercise: File import and segment creation

Module 4: Creating an Automated Email Campaign

Objective: Create and launch a first automated campaign.

  • Campaign design with drag & drop editor
  • Defining the target audience and triggers
  • Scheduling and testing
  • Practical Exercise: Creating and sending a test campaign

Module 5: Creating a Basic Automated Journey

Objective: Define a simple workflow based on user actions.

  • Workflow overview: triggers, actions, delays
  • Creating a journey with a welcome email and follow-up
  • Practical Exercise: Building a mini engagement workflow

4. Evaluation and Follow-Up

Participant Evaluation:

  • Validation of acquired knowledge after each module

  • Final demonstration of a simple workflow

Training Evaluation:

  • Satisfaction questionnaire

  • Identification of needs for advanced training

5. Expected Outcomes

For Participants:

  • Master the basics of Zoho Marketing Automation

  • Be able to create an automated email campaign

  • Understand how segments and workflows operate

For the Organization:

  • Initial automation for onboarding or follow-up

  • Basic segmentation for targeted actions

  • Greater digital marketing efficiency with limited resources

Additional information

Durée

4h
Format

Interactive Videoconference Training (Learning by Doing)

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