Zoho Marketing Plus

Course Brief

Our Zoho Marketing Plus onboarding course is built to empower businesses and marketing teams with practical knowledge and hands-on skills. Whether you are new to Zoho or upgrading your digital marketing approach, this course covers everything from initial setup to advanced campaign execution.

You will learn how to plan and manage campaigns across channels, design engaging email and social content, and use analytics to measure results. The course is structured to provide clear, actionable steps, ensuring that your team can quickly adapt to the platform without disruption. Real-world examples and guided walkthroughs help you understand how to apply each feature effectively.

Pinnacle Business & Marketing Consulting has developed this course to eliminate guesswork and shorten the learning curve. By completing it, your team will gain the confidence to streamline workflows, collaborate more efficiently, and launch successful campaigns with measurable results. This educational resource is provided free of charge to all clients who sign up with Pinnacle as their Zoho Partner.

Curriculum

Chapter 1: Introduction to Zoho Marketing Plus

Lesson 1.1: What is Zoho Marketing Plus and Who Should Use It

Lesson 1.2: Applications Included in Marketing Plus (Overview of Each)

Lesson 1.3: Unified Marketing Management vs. Standalone Tools

Lesson 1.4: Key Benefits for Marketing, Sales, and Leadership Teams

Chapter 2: Getting Started and Setup

Lesson 2.1: Navigating the Unified Marketing Plus Interface

Lesson 2.2: Setting Up Your Organization Profile and Branding Guidelines

Lesson 2.3: Adding Users, Assigning Roles, and Managing Permissions

Lesson 2.4: Cross-Application Access and Workspace Security

Chapter 3: Campaign Planning and Management

Lesson 3.1: Creating Multi-Channel Marketing Campaigns

Lesson 3.2: Using Campaign Calendars to Align Teams and Activities

Lesson 3.3: Collaboration, Approvals, and Creative Workflows

Lesson 3.4: Measuring Campaign Progress and Milestones

Chapter 4: Email Marketing with Marketing Plus

Lesson 4.1: Designing and Launching Email Campaigns with Templates and Personalization

Lesson 4.2: Managing Contacts, Lists, and Segmentation for Targeted Outreach

Lesson 4.3: Automating Email Sequences and Follow-Ups

Lesson 4.4: Analyzing Email Campaign Performance and ROI

Chapter 5: Social Media Marketing

Lesson 5.1: Connecting and Managing Multiple Social Media Accounts

Lesson 5.2: Scheduling, Publishing, and Automating Social Posts

Lesson 5.3: Monitoring Engagement, Mentions, and Competitor Activity

Lesson 5.4: Tracking Social Campaign ROI and Audience Growth

Chapter 6: Marketing Automation and Journeys

Lesson 6.1: Building Automation Journeys for Customer Engagement

Lesson 6.2: Using Segmentation and Personalization to Deliver Relevant Content

Lesson 6.3: Designing Lead Nurturing Workflows for Conversion

Lesson 6.4: Integrating Automation with CRM for Sales Handoffs

Chapter 7: Web, Landing Pages, and Lead Capture

Lesson 7.1: Creating and Customizing Landing Pages for Campaigns

Lesson 7.2: Implementing Web Tracking and Visitor Insights

Lesson 7.3: Designing and Embedding Lead Capture Forms

Lesson 7.4: Aligning Landing Pages with Campaign Goals and Analytics

Chapter 8: Event and Webinar Marketing

Lesson 8.1: Planning and Managing Online and Offline Events in Marketing Plus

Lesson 8.2: Running Webinars and Conferences with Zoho Backstage and Zoho Meeting

Lesson 8.3: Capturing Leads and Engaging Attendees Before, During, and After Events

Lesson 8.4: Tracking Event ROI and Integrating Follow-Up Campaigns

Chapter 9: Analytics and Reporting

Lesson 9.1: Using Built-In Dashboards to Track Marketing KPIs

Lesson 9.2: Measuring Campaign ROI Across Channels and Activities

Lesson 9.3: Creating Custom Reports and Performance Visualizations

Lesson 9.4: Leveraging Zoho Analytics for Advanced Insights and Predictions

Chapter 10: Integrations and Extensions

Lesson 10.1: Integrating Marketing Plus with Zoho CRM and Other Zoho Apps

Lesson 10.2: Connecting Third-Party Platforms like Google Ads and Facebook Ads

Lesson 10.3: Using APIs to Extend Functionality and Data Connections

Lesson 10.4: Exploring Zoho Marketplace Extensions for Marketing Plus

Chapter 11: Security, Compliance, and Governance

Lesson 11.1: Managing User Roles, Access Controls, and Approval Processes

Lesson 11.2: Ensuring GDPR and Regional Marketing Compliance

Lesson 11.3: Handling Data Storage, Backup, and Recovery Strategies

Lesson 11.4: Monitoring Audit Logs and Enforcing Security Best Practices

Chapter 12: Final Setup and Best Practices

Lesson 12.1: Final Marketing Plus Setup and Configuration Checklist

Lesson 12.2: Best Practices for Team Adoption and Workflow Efficiency

Lesson 12.3: Ongoing Learning Resources, Training, and Zoho Support Options

Lesson 12.4: Scaling Marketing Plus as Your Business and Campaigns Grow

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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.