Zoho Campaigns
Create Smarter Email Campaigns That Drive Results
Course Brief
The Zoho Campaigns Onboarding & Self-Deployment Guide is a comprehensive training course designed for marketing teams, small business owners, and CRM users who want to streamline and elevate their email marketing strategies. Whether you’re sending newsletters, onboarding new customers, or running promotional campaigns, this course shows you how to do it all from start to finish using Zoho Campaigns.
We walk you through everything: setting up your account, syncing with Zoho CRM, importing contacts, designing responsive email templates, and creating automation workflows. You’ll learn how to use advanced segmentation, A/B testing, and performance analytics to continually improve your campaigns. We also cover GDPR compliance, opt-in forms, autoresponders, and integrations with other Zoho apps like Forms, Survey, and Social.
By the end of the course, you’ll know how to launch email campaigns that convert, nurture leads automatically, and generate measurable results. Whether you’re starting from scratch or optimizing an existing process, this guide gives you the tools and confidence to take control of your email marketing.
Curriculum
Chapter 1: Understanding Zoho Campaigns
Lesson 1.1: What is Zoho Campaigns and Who Is It For?
Lesson 1.2: Types of Campaigns You Can Send
Chapter 2: Setting Up Your Zoho Campaigns Account
Lesson 2.1: Initial Account Configuration
Lesson 2.2: Importing and Organizing Your Mailing Lists
Lesson 2.3: Verifying Domains and Email Authentication (SPF, DKIM, and DMARC)
Lesson 2.4: Setting Up Signup Forms and Consent Tracking
Lesson 2.5: Branding and Email Footer Customization
Chapter 3: Designing Your First Email Campaign
Lesson 3.1: Using the Drag-and-Drop Email Template Builder
Lesson 3.2: Writing Subject Lines and Preheaders That Boost Opens
Lesson 3.3: Personalizing Your Email Content
Lesson 3.4: Testing and Sending Your Campaign
Chapter 4: Managing Contacts and Lists
Lesson 4.1: Adding and Importing Contacts into Zoho Campaigns
Lesson 4.2: Creating and Managing Mailing Lists
Lesson 4.3: Segmenting Your Audience for Better Targeting
Lesson 4.4: Using Tags to Organize and Target Contacts
Chapter 5: Automation and Autoresponders
Lesson 5.1: Introduction to Automation in Zoho Campaigns
Lesson 5.2: Setting Up an Autoresponder
Lesson 5.3: Creating Automation Workflows
Lesson 5.4: Best Practices for Automation
Chapter 6: A/B Testing and Optimization
Lesson 6.1: Introduction to A/B Testing in Zoho Campaigns
Lesson 6.2: Running Your First A/B Test in Zoho Campaigns
Lesson 6.3: Analyzing and Applying A/B Test Results
Chapter 7: Reporting and Analytics
Lesson 7.1: Introduction to Reporting in Zoho Campaigns
Lesson 7.2: Navigating the Campaign Reports Dashboard
Lesson 7.3: Understanding Key Email Marketing Metrics
Lesson 7.4: Creating Custom Reports and Dashboards
Chapter 8: Integrations and API Usage
Lesson 8.1: Introduction to Zoho Campaigns Integrations
Lesson 8.2: Connecting Zoho Campaigns with Zoho CRM
Lesson 8.3: Integrating with Third-Party Apps via Zoho Flow
Lesson 8.4: Using the Zoho Campaigns API for Advanced Integrations
Chapter 9: Automation in Zoho Campaigns
Lesson 9.1: Introduction to Email Automation
Lesson 9.2: Setting Up Autoresponders
Lesson 9.3: Building Multi-Step Workflows for Automated Campaigns
Lesson 9.4: Setting Up Date-Based Automation
Lesson 9.5: Behavior-Based Automation
Lesson 9.6: Best Practices for Email Automation
Chapter 10: Reporting and Analytics in Zoho Campaigns
Lesson 10.1: Introduction to Campaign Reports
Lesson 10.2: Analyzing Engagement Metrics
Lesson 10.3: Tracking Link Performance with Click Heatmaps
Lesson 10.4: Monitoring Deliverability Reports
Lesson 10.5: Using Comparative Reports for Multiple Campaigns
Lesson 10.6: Creating Custom Reports
Chapter 11: Final Setup Checklist and Support
Lesson 11.1: Pre-Launch Checklist for Zoho Campaigns
Lesson 11.2: Getting Support from Zoho and Pinnacle
Lesson 11.3: Downloadable Final Setup Checklist
Legal Notice
The content of this onboarding course is provided for educational and instructional purposes only. All information is based on the current functionality of Zoho products at the time of development. Zoho frequently updates its solutions, and while we strive to keep course content accurate and up to date, Pinnacle Business & Marketing Consulting, LLC is not responsible for any discrepancies, changes, or feature updates made by Zoho Corporation Pvt. Ltd. after course publication.
“Zoho” and all related product names and logos are trademarks of Zoho Corporation Pvt. Ltd., used here under fair use for training purposes. This course has been independently developed by Pinnacle Business & Marketing Consulting, LLC, an authorized Zoho Partner since 2020, and is not directly affiliated with or endorsed by Zoho Corporation Pvt. Ltd.
By using this course, you acknowledge that all materials are protected by copyright and may not be copied, distributed, or reused without written permission from Pinnacle.
