Zoho Marketing Automation tutorial on designing journeys. This is video 3 in a 4 part design series.
We will be using these Zoho Marketing Automation Journey builder process components and strategy to build our automated journey for those who have achieved a goal we designed.
Journey is triggered by completing our Zoho Marketing Automation Goal
Send highly personalized email
Send internal email notification to lead / contact owner
Update lead / contact status field in CRM to “Pre Qualified”
Change buyer stage field to “Consideration” from “Awareness”
Change lead stage of lead / contact to “Marketing Engaged”
Create task in CRM for lead / contact owner to reach out to lead / contact
Send SMS text message to users based on their buyer persona (Small Business Owner, Senior Marketing)
Apply marketing tags for future reference
