This tutorial will show you how to create advanced workflows in Zoho marketing automation.
So let's get started.
Alright, now that we're logged in, I'm going to show you how to access workflows and set
them up.
So if we go over to our lead section here, we can go to our manage lists.
And within this, we have my first list.
So we also have the ability to go over to our workflows and create new workflows.
So this shows you the workflows per list or per segment potentially, so we can create
workflow over here.
And we have two options and instant or a time based.
So we're just going to create some sample instant time based workflows, just so you
can see what they look like, we're gonna create new over here, and this is going to be a test
workflow instant.
And then we just have if then statements, so it's very, very simple.
Very similar to Zoho CRM workflows.
If you're already familiar with that, we can basically say, and filter down if this lead,
or if this contact meets the following condition, we can then go ahead and do something.
So let's go ahead and say that we want to set it up depending on country maybe.
So let's say that we have this country field here.
So we can say if the lead or contact is USA, then we can do something with it.
So we can update the product audience fields and levels, we can add audience to a product
we can remove leads from a list, we can add leads to a list, we can send an email or we
can push data to Zoho CRM, we can also update a field add a score or assign tags, add a
web hook and remove tags.
Alright, so now that we've said the country is USA, let's go ahead and also add a score
to this lead.
So if the lead or contact is from the USA, we want to add maybe 100 points, because we
know that contacts from the USA are much more likely to purchase our products.
So I guess the highest we can go is 50.
So let's select 50.
And we're going to select Save as Draft.
So this allows us to do the following, which is add 50 points to this contacts marketing
score.
So that's how we can set up a instant workflow.
So anytime the country is adjusted or changed, this is what would happen.
So if we go back, we can actually go ahead and create a new workflow and create a time
based workflow this time.
So for this example, we're going to create test workflow timed.
And so in this example, we're going to be going ahead and choosing the lead stage.
So if we select a lead stage, and let's say the lead stage is marketing ready, then we
want to send out an email.
So this could be something that we do, we just want to send out an email.
And this is going to happen once.
And this is only going to happen on a specific day, or periodically, depending on how you
set it up.
In this case, we want to maybe do it daily or weekly, let's say once a week, on Monday
at noon, we want this trigger to happen, let's say at noon, Pacific Standard Time, because
that's the timezone I am in, we're going to be sending out and performing these actions.
So this is going to happen weekly, until we select the say otherwise.
So I'm just going to save as a draft so you can see what that looks like.
And that's as simple as it is.
So these workflows are fairly basic, they're pretty straightforward, they can be a little
confusing at first, one of the downsides that we did actually learn going through this process
on our end was that you cannot use a workflow to update a multi select so that's something
that is not available and there is a workaround for that but you have to use a journey and
it seems to be working now using that journey workaround.
But it it does take a little bit of getting used to so if you do ever have a problem like
that, please make sure you email us at Hello@clientric.co and we're more than happy to help you.
As always make sure that you subscribe to our channel below.
Like our videos and comment on our videos.
We want to make sure this content is getting out to everyone that needs it and you liking
and commenting and subscribing really does help us reach more people.
So please be sure to do that.
And also join us on our other social channels like Instagram and Facebook are building an
awesome community and we can't wait to have you there.
Bye for now.