Thanks for this great introduction! I've got a couple of questions - When talking about email marketing, you say that a great feature is that Segments pull in data directly from Zoho CRM, so they update dynamically. But they will only pull in data from CRM fields that have been mapped with Marketing Automations when importing/syncing contacts, right? When I set up a segment, the drop-down only gives me those CRM fields as an option. - Also, don't know if you can help me with this, but when I import Contacts from the Contacts module in CRM, they are coming into MA as in Raw Leads stage. Is there a way to select the stage when importing/syncing? Thanks
Hi Tiffany, Correct, they only pull in the fields that are mapped. To see more fields in the segment you need to go to sync services and map any missing fields. In regards to changing them from raw leads, setup a scoring rule in MA on Convert as the trigger to assign 50+ points to move them into the stage you want IE Warm/Hot so they don't show as cold/raw leads.
Hi McBeed - Yes, for now, we recommend sticking with Campaigns. That being said, Forms could be connected via Zoho Flow. This is included if you have a Zoho One license.
Thanks Wayne Great Product Tutorial. ZC and ZMA are now both on the Zenatta Probably List. For a long time you guys have said don't go near ZMA so I guess it's off the naughty list. I am using Campaigns and finally got it settled for my basic weekly and monthly emails. I know previously you couldn't have ZMA and ZC connected at the same time. Is this still the case or can you operate both now? Not that I want to but as I set up ZMA I would like to use ZC and then turn it off (or just don't use it) to use ZMA. I did struggle with the ZC workflows so this looks much easier 🙂
@@Zenatta I managed to speak with Zoho Support and they confirmed you can only have one of these natively connected. They did suggest that if both were used the second one could be connected by Flow
Hey DeusXPotatus! First off, you have an all-time-great RU-vid username. Now, to your question... we currently don't recommend moving over to ZMA 2.0. There are some bugs that regularly pop up that can shut down your marketing efforts while they get resolved by Zoho. We'll definitely make some video content on the migration process once we feel good about the stability.
Hi Ray, We discussed your contact syncing question on our most recent Issue of AZAAZ! Click here to jump straight to our response. 🎬 - ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-AvG7sDZWG4g.html#t=19m43s
