Zoho Marketing Automation

Smarter Marketing, Stronger Connections, Measurable Results Every Single Time

Course Brief

Our Zoho Marketing Automation learning course provides businesses with the tools and knowledge to unlock the platform’s full potential. This course is structured to guide you step by step through every essential aspect of marketing automation. You will learn how to set up your account, build and automate customer journeys, segment audiences, design campaigns, and analyze performance with real-world insights.

The content is practical, detailed, and suitable for both beginners and experienced marketers. By following the lessons, you will understand how to connect Zoho Marketing Automation with other Zoho applications such as Zoho CRM, Zoho Campaigns, and Zoho Analytics, ensuring your marketing and sales teams stay aligned.

Pinnacle Business & Marketing Consulting developed this course to make sure every business can take advantage of automation without confusion or costly mistakes. The self-paced format allows you to learn at your convenience, while the comprehensive coverage guarantees that no important function is left unexplored. By the end of the course, you will have the confidence to use Zoho Marketing Automation effectively, save time on repetitive tasks, and focus on building meaningful customer relationships.

Curriculum

Chapter 1: Introduction to Zoho Marketing Automation

Lesson 1.1: What is Zoho Marketing Automation and Why It Matters

Lesson 1.2: Key Benefits for Businesses of All Sizes

Lesson 1.3: Navigating the Zoho Marketing Automation Interface

Chapter 2: Getting Started and Setup

Lesson 2.1: Creating Your Account and Initial Setup

Lesson 2.2: Configuring Organization Settings

Lesson 2.3: Managing Users, Roles, and Permissions

Chapter 3: Contact Management

Lesson 3.1: Importing and Organizing Contacts

Lesson 3.2: Creating and Managing Segments

Lesson 3.3: Managing Consent and Compliance

Chapter 4: Lead Scoring and Nurturing

Lesson 4.1: Understanding Lead Scoring Models

Lesson 4.2: Configuring Custom Lead Scores

Lesson 4.3: Nurturing Leads with Automated Workflows

Chapter 5: Campaign Management

Lesson 5.1: Creating Email Campaigns

Lesson 5.2: Running SMS and Social Campaigns

Lesson 5.3: Multichannel Campaign Management

Chapter 6: Customer Journeys

Lesson 6.1: Building Customer Journeys with Journey Builder

Lesson 6.2: Personalizing Journeys Based on User Behavior

Lesson 6.3: Testing and Optimizing Customer Journeys

Chapter 7: Web Engagement

Lesson 7.1: Creating Landing Pages and Forms

Lesson 7.2: Tracking Website Visitors and Actions

Lesson 7.3: Implementing Web Pop-Ups and Banners

Chapter 8: Analytics and Reporting

Lesson 8.1: Campaign Performance Reports

Lesson 8.2: Tracking Key Marketing Metrics

Lesson 8.3: Building Custom Dashboards

Chapter 9: Integrations with Zoho Ecosystem

Lesson 9.1: Integrating with Zoho CRM

Lesson 9.2: Integrating with Zoho SalesIQ and Zoho Social

Lesson 9.3: Connecting with Zoho Analytics for Deeper Insights

Chapter 10: External Integrations and APIs

Lesson 10.1: Connecting with Third-Party Applications

Lesson 10.2: Using Zoho Flow for Advanced Automations

Lesson 10.3: Introduction to Zoho Marketing Automation API

Lesson 10.4: Real-World API Use Cases

Chapter 11: Administration and Maintenance

Lesson 11.1: Managing Users and Access Controls

Lesson 11.2: Monitoring Usage and Performance

Lesson 11.3: Ensuring Data Security and Compliance

Chapter 12: Final Setup and Best Practices

Lesson 12.1: Final Setup Checklist

Lesson 12.2: Best Practices for Campaign and Journey Management

Lesson 12.3: Continuous Improvement and Ongoing Support

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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.

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