We have a right now is the whole marketing automation confusing the hell
out of you? Well, you're not alone, there's tonne of people out there who
feel the same way. So make sure you tune into these tutorials to make sure that
you get your system set up properly at the start.
In today's tutorial, we're talking about how to create your very first campaign.
So let's log in, and we'll see you there. Alright, now that we're logged
in, let's get started on creating our very first campaign. So as always, we go
over to the engagement tab over here, when clicked email campaign. So once we
click that, we have all these options over here on the left hand side, I've
already sort of mentioned these but in more detail here we have a regular
campaign, we have AB campaign, which is basically AB testing. If you're not
familiar with that terminology, I recommend googling what AB testing is,
so you get a better idea of it. We have coupons over here, which allows you to
send out a email with a coupon in it. So people in your network can purchase
through their Zoho subscriptions, and they have a coupon there they can
utilise. Or if you have some other tool that you utilise for your subscriptions,
or products or e commerce Store, whatever it is, you can send out those
coupons. We also have Eventbrite campaigns, mail, in campaigns, RSS
campaigns, all of these are unique in and of themselves. So I won't dive in
too much detail, but the RSS campaigns allows you to subscribe to an RSS feed.
And as soon as that email comes in, it gets sent out to your list that you want
it to get sent out to. We also have a Shopify campaign SurveyMonkey campaigns
forms backstage survey webinar campaigns. So we kind of took a look at
a few of these already. But these extras here are a little bit more third party
applications that Zoho integrates with. So you can still send out campaigns with
those tools, it's just a little bit more complex and integrating them together.
So in this case, we're just going to create a regular campaign for now. And
we'll dive into what more advanced campaigns look like. So if we go create
new, we have the option over here to create a regular campaign or an advanced
campaign. And we do have the ability to create campaigns in multiple ways. So
the first way is to go through engagement, email campaigns create new,
and you can see the status of your campaign over here on the left hand side
if we expand the status page. And basically you can have some in draft to
be reviewed, reviewed, and reviewing them and reviewing your campaigns really
just means that the Zoho team has reviewed it. And so every campaign will
need to be reviewed by the Zoho team usually takes, you know, upwards of an
hour, by the time they actually complete and review it. And then it's ready to be
sent out, they just want to make sure you're not sending out spam and just
double checking that everything is set up properly there. So the other way to
go about creating campaign is to go back to the leads, if you go to manage lists,
you can select the list you want and go into and create a campaign or you can
create a campaign over here by clicking this button, and selecting which
campaign option you'd like. Alternatively, if you go in, you can go
over here and create a regular campaign here. So there's a few different ways to
go about it that you need to be aware of, we're just going to go back over
here, create new regular campaign. I'm going to create this is a test campaign,
I'm going to create subject of testing campaign. As of now we have to watch and
make sure that we have a topic selected. So all of these new leads that are
coming in get added to a topic list. Now topic is basically just a way to control
the type of content your leads are seeing. So you could have a marketing
topic here, you could have a product topic here, you could have many other
topics. And each of these topics could be related to certain individuals, maybe
someone signs up for, you know, your general mailing list, maybe someone
signs up for a very specific product mailing list, there are many different
ways that you can set up these topics and products. So this is basically just
to make sure that we're sending out the content to the right people. So in this
case, all our leads are assigned to the topic marketing, the sender name here,
I'm going to put just as Casey and over here, we have the email that we
associated with this account, which is the user one at demo two cleantec.co.
And now we can also select Reply tracking here. This allows individuals
to reply to that email address that you sent it up. Now this is a little bit
different. Because Zoho marketing automation uses their own system to send
out the email. So this isn't on your Gmail or Outlook servers or anything
like that. So this is separate from that system. And this allows reply tracking
to actually be tracked in the campaign, which we'll go into more detail once
this has been sent out, we can look at it in more detail, we can also auto
forward replies to the specific address we want. And then we can personalise to
address it by including the recipients name in the to address field. So there
are a tonne of customizability here we can go through and now we're just going
to basically use a pre designed template that we want to send out just so you can
see what it looks like but we do have the ability to look at the Save
templates and the basic templates as well. We're going to create just a pre
designed template right now. We're just going to say welcome so we want someone
to get a welcome email when they sign up with us. So we're going to use this
template, it's very basic. If we wanted to look at all the different options
here, we could just scroll through their birthday deals and offers seasons
holidays, newsletters, emergencies and crises. Welcome, and thank you pre
designed templates. So we're just gonna select this one for now, use this
template, and we are basically we're just going to leave it as is we're not
gonna do anything to it, we're gonna be diving into in another tutorial how to
actually use this editor features over here. But for now, we're just gonna
leave this as is we're gonna click Next. Because we don't want to change
anything, we can preview and test it over here. So you can send out a test
email address what this would look like. So let's just send a test there. And if
we open this up, let's see what that looks like. So we have this email that
came in over here, and this is what it looks like over here. So it does allow
you to test it and take a look at it real time, which is kind of nice. So
we're happy with the way it looks, we're good with it, we can go back and edit
the content, we can delete it, we can add a header and footer theme. If we
wanted to. In this case, we don't need any if we don't want to, we can create
our own header and footer themes as well. And this basically just allows us
to have the unsubscribe and update your preferences option there. So we're just
going to leave this as predefined deem. And we're just gonna click next. So next
we choose the list we want. We're going to select this list the my first list,
if we press this button here, this refreshes how many leads this email
campaign will be sent to, we're gonna click next after that, and we have
insufficient email credit. So this is something I haven't seen before. And it
looks like it says I'm on trial plan, but I'm under Zoho one. So this is
likely just an issue between my system that I need to get figured out from Zoho
support. So I'll be going through that in a minute here. But what we can do is
over here, there'll be a big button that says Send for review. Once you click
that, Zoho will then go through and they'll double check on whether your
content your email that you're creating is okay to send out to super quick look,
they don't go into too much detail. They don't really request any information, as
long as there's nothing blatantly wrong with it or blatantly spammy. So please
don't be one of those individuals who creates a spammy newsletter or spammy
content in general. Now, to quickly go through this we have the subject and
centre details is basically a summary of everything that we talked about. And we
have some content based limitations tracking options, so we can set up
Google Analytics to track and we would just have to add Google Analytics to our
account, As previously outlined in one of our earlier videos, we can set up
lead scoring, if we want to, we can set up social integrations. So we can link
this to our social media accounts, we can set up a pre header, we can set up
our content details. So we use this through the template editor. And we can
preview it and edit it in plain text as well, we can email the content preview,
and we can actually use let Miss here let Miss is an email testing service
that allows you to go through and submit your email to let Miss they'll go
through an every browser every device type and see what your content comes
back as what kind of deliverability issues you may come across. So that's a
really good way to evaluate the deliverability. And if you're having
issues, this is a great way to go about it. We also have other options down
here. So different types of encoding and Header and Footer themes that you want
to utilise. We also have a calendar down here we can add so we can add it as an
event. And we also have journeys, which we'll be diving to in a future tutorial
here. Now that is pretty much it. That's a lot of stuff. I went over very quickly
and we'll be diving into more of these options as we go through it. But this is
just to get your feet wet and make sure that you are starting to understand
what's going on when we go through this process. So I hope that's been helpful.
We want to help everyone out there who's having issues get as much information on
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an awesome day. I will see you in our next tutorial. Bye for now.