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Zoho Marketing Automation
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Zoho Marketing Automation Features
What are the features of Zoho Marketing Automation?
Email Marketing
- Automated Email Responses
Online Marketing
- Landing Pages and Forms
- Search Tracking and Optimization
Lead Management
- Marketing Lead Database
- Segmentation
- Lead Scoring and Grading
- Lead Nurturing
- Online Behavior Tracking
- Automated Alerts and Tasks
- CRM Lead Integration
Campaign Management
- Calendaring
Reporting & Analytics
- Basic Reporting
- Web Analytics
- ROI Analytics
- Revenue Analytics
Zoho Marketing Automation Categories on G2
Filter for Features
Integration
Data Import & Export Tools | As reported in 34 Zoho Marketing Automation reviews. Ability to input, modify and extract data from the application in bulk through a structured file. | 82% (Based on 34 reviews) | |
Integration APIs | Based on 33 Zoho Marketing Automation reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | 80% (Based on 33 reviews) | |
Breadth of Partner Applications | To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. This feature was mentioned in 33 Zoho Marketing Automation reviews. | 79% (Based on 33 reviews) |
Platform
Customization | System provides sufficient customization to meet business requirements This feature was mentioned in 32 Zoho Marketing Automation reviews. | 77% (Based on 32 reviews) | |
Workflow Capability | As reported in 33 Zoho Marketing Automation reviews. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | 84% (Based on 33 reviews) | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 32 Zoho Marketing Automation reviews. | 85% (Based on 32 reviews) | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. 31 reviewers of Zoho Marketing Automation have provided feedback on this feature. | 74% (Based on 31 reviews) | |
Sandbox / Test Environments | As reported in 29 Zoho Marketing Automation reviews. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. | 78% (Based on 29 reviews) | |
Performance and Reliability | As reported in 33 Zoho Marketing Automation reviews. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | 84% (Based on 33 reviews) |
Email Marketing
Building and Personalizing Emails | Create and design emails with an editor; manage templates; personalize dynamically 39 reviewers of Zoho Marketing Automation have provided feedback on this feature. | 82% (Based on 39 reviews) | |
Sending Outbound Emails | Based on 39 Zoho Marketing Automation reviews. Create targeted lists, schedule and manage bulk email sending. | 85% (Based on 39 reviews) | |
Manage Email Deliverability | Based on 39 Zoho Marketing Automation reviews. Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring. | 84% (Based on 39 reviews) | |
Automated Email Responses | Set up automated nurturing emails based on events, online activities, and lead scores 42 reviewers of Zoho Marketing Automation have provided feedback on this feature. | 86% (Based on 42 reviews) |
Online Marketing
Landing Pages and Forms | As reported in 41 Zoho Marketing Automation reviews. Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information. | 83% (Based on 41 reviews) | |
Dynamic Content | Based on 40 Zoho Marketing Automation reviews. Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects. | 80% (Based on 40 reviews) | |
A/B Testing | As reported in 35 Zoho Marketing Automation reviews. Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion. | 80% (Based on 35 reviews) | |
Mobile Optimized | Support mobile-optimized emails, online forms, and landing pages. This feature was mentioned in 37 Zoho Marketing Automation reviews. | 84% (Based on 37 reviews) | |
Search Tracking and Optimization | Track performance of keywords and links in major search engines. Measure search rankings and performance. Improve page-level SEO with tools to diagnose and improve page performance. Integrate with Google AdWords. This feature was mentioned in 41 Zoho Marketing Automation reviews. | 80% (Based on 41 reviews) |
Lead Management
Marketing Lead Database | A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history. 43 reviewers of Zoho Marketing Automation have provided feedback on this feature. | 85% (Based on 43 reviews) | |
Segmentation | Segment your database and build list of target leads and contacts. Filter on demographic and company attributes (title, company size, location) as well as behavioral filters and CRM information. 42 reviewers of Zoho Marketing Automation have provided feedback on this feature. | 82% (Based on 42 reviews) | |
Lead Scoring and Grading | Based on 43 Zoho Marketing Automation reviews. Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization. | 82% (Based on 43 reviews) | |
Lead Nurturing | As reported in 43 Zoho Marketing Automation reviews. Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps. | 85% (Based on 43 reviews) | |
Online Behavior Tracking | As reported in 43 Zoho Marketing Automation reviews. Track which emails a prospect opens and clicks, what web-pages they visit, what keywords they use, even what they say on social networks. | 84% (Based on 43 reviews) | |
Automated Alerts and Tasks | Based on 43 Zoho Marketing Automation reviews. Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device. | 83% (Based on 43 reviews) | |
CRM Lead Integration | As reported in 41 Zoho Marketing Automation reviews. Sync lead, contact, account, and opportunity information with your CRM system. | 85% (Based on 41 reviews) |
Campaign Management
Program Management | See feature definition | Based on 39 Zoho Marketing Automation reviews. Manage marketing campaigns and programs across multiple channels, including online ads, video campaigns, mobile, virtual events, and social media. Create and optimize program assets such as landing pages, emails, campaigns, and lists. Track program objectives, results, and costs to assess the program ROI. | 83% (Based on 39 reviews) |
Event / Webinar Marketing | Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar. This feature was mentioned in 39 Zoho Marketing Automation reviews. | 75% (Based on 39 reviews) | |
Calendaring | Based on 40 Zoho Marketing Automation reviews. Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR. | 84% (Based on 40 reviews) | |
Budgeting | As reported in 37 Zoho Marketing Automation reviews. Manage all aspects of marketing investments, including assigning top-down budgets to various groups and divisions, planning marketing spending across programs, tracking open-to-spend, ensuring budget compliance, coordinating work-flows and permissions, and reconciling plans with actual invoices. | 78% (Based on 37 reviews) |
Social
Social Listening | As reported in 39 Zoho Marketing Automation reviews. Monitor what leads and contacts say on sites such as Facebook, Twitter, YouTube, LinkedIn, blogs, and online communities. Incorporate into your lead and customer DB and use social insights to segment prospects. Trigger campaigns, and update lead scores. | 82% (Based on 39 reviews) | |
Social Sharing | Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions. 38 reviewers of Zoho Marketing Automation have provided feedback on this feature. | 81% (Based on 38 reviews) | |
Social Campaigns | Based on 37 Zoho Marketing Automation reviews. Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets. | 86% (Based on 37 reviews) | |
Social Media Engagement | Based on 39 Zoho Marketing Automation reviews. Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails. | 82% (Based on 39 reviews) | |
Social Media Advertising | Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time 39 reviewers of Zoho Marketing Automation have provided feedback on this feature. | 80% (Based on 39 reviews) |
Reporting & Analytics
Basic Reporting | Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives. 43 reviewers of Zoho Marketing Automation have provided feedback on this feature. | 84% (Based on 43 reviews) | |
Web Analytics | As reported in 41 Zoho Marketing Automation reviews. Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity. | 84% (Based on 41 reviews) | |
ROI Analytics | Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward. This feature was mentioned in 40 Zoho Marketing Automation reviews. | 79% (Based on 40 reviews) | |
Revenue Analytics | Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline. 41 reviewers of Zoho Marketing Automation have provided feedback on this feature. | 79% (Based on 41 reviews) | |
SEO / Keyword Analytics | Based on 38 Zoho Marketing Automation reviews. Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors. | 75% (Based on 38 reviews) |
Marketing Operations
ROI Tracking | Based on 23 Zoho Marketing Automation reviews and verified by the G2 Product R&D team. Helps marketers measure return on investment (ROI) by analyzing campaign effectiveness against costs | 80% (Based on 23 reviews) | |
Data Collection | Based on 22 Zoho Marketing Automation reviews and verified by the G2 Product R&D team. Gathers data about the effectiveness, impact, and reach of marketing campaigns | 81% (Based on 22 reviews) | |
Customer Insights | Based on 23 Zoho Marketing Automation reviews and verified by the G2 Product R&D team. Collects and reports on data relating to customer journeys, preferences, and history | 79% (Based on 23 reviews) | |
Multi-User Access | Based on 22 Zoho Marketing Automation reviews and verified by the G2 Product R&D team. Allows multiple users access to a unified, transparent overview of analytics, dashboards, and campaign results | 84% (Based on 22 reviews) | |
Spend Management | Based on 21 Zoho Marketing Automation reviews and verified by the G2 Product R&D team. Includes features for budgeting, forecasting, and managing marketing investments | 75% (Based on 21 reviews) | |
White Label | As reported in 19 Zoho Marketing Automation reviews. Offers a white labeling service for agencies or resellers to customize platform branding | 74% (Based on 19 reviews) |
Campaign Activity
Campaign Insights | Based on 22 Zoho Marketing Automation reviews and verified by the G2 Product R&D team. Analyzes historical and current marketing campaigns to inform future strategy | 85% (Based on 22 reviews) | |
Reports and Dashboards | Based on 22 Zoho Marketing Automation reviews and verified by the G2 Product R&D team. Creates reports and dashboards to analyze results of campaigns | 78% (Based on 22 reviews) | |
Campaign Stickiness | Based on 22 Zoho Marketing Automation reviews and verified by the G2 Product R&D team. Identifies which marketing campaigns resolved in open or closed opportunities | 82% (Based on 22 reviews) | |
Multichannel Tracking | Based on 21 Zoho Marketing Automation reviews and verified by the G2 Product R&D team. Collects marketing campaign performance data across multiple channels | 83% (Based on 21 reviews) | |
Brand Optimization | Based on 21 Zoho Marketing Automation reviews and verified by the G2 Product R&D team. Provides opportunities for brands and businesses to fix or modify existing or future campaigns via feedback | 83% (Based on 21 reviews) | |
Predictive Analytics | Based on 20 Zoho Marketing Automation reviews and verified by the G2 Product R&D team. Uses artificial intelligence (AI) to predict campaign outcomes and suggest actions for optimization | 73% (Based on 20 reviews) |
Text Messaging
Bulk SMS | Enables users to send mass text message campaigns | Not enough data | |
Two-Way Text Messaging | Facilitates two-way text messaging to encourage consumer engagement and loyalty | Not enough data | |
Text Scheduler | Provides the ability to schedule single or bulk text messages to recipients on a specific date and time | Not enough data | |
Automatic Replies | Provides automatic text message replies to recipients | Not enough data | |
Automatic URL Shortening | Provides automatic URL shortening to use less characters via text | Not enough data | |
MMS Marketing | Sends out multimedia via text messages, such as coupons, pictures, and audio | Not enough data | |
Personalization | Offers features for personalizing text messages based on customer information or past behavior | Not enough data | |
Transactional SMS | Allows users to establish automated workflows and triggers to deliver transactional text messages | Not enough data |
SMS Platform
Reporting | Provides pre-built or customizable performance reports | Not enough data | |
Automation | Automates tasks and features for added convenience | Not enough data | |
White Label | Offers a white labeling service for agencies or resellers to customize platform branding | Not enough data | |
Text-to-Landline | Text enables landline phones so users can receive text messages sent to an existing business number | Not enough data | |
Short Codes | Provides businesses with 5- to 6-digit short codes for running text marketing campaigns | Not enough data | |
API Integration | Facilitates the integration of text messaging into existing business applications through an SMS gateway API | Not enough data |
WhatsApp Messaging - WhatsApp Marketing
Transactional Messages | Allows users to establish automated workflows and triggers to deliver transactional WhatsApp messages and notifications | Not enough data | |
Bulk WhatsApp Messaging | Enables users to send mass WhatsApp marketing campaigns | Not enough data | |
Conversational Messaging | Facilitates two-way WhatsApp messaging to encourage subscriber engagement and loyalty | Not enough data | |
Personalization | Offers features for personalizing WhatsApp messages based on customer information or past behavior | Not enough data | |
Promotional Messages | Allow users to share promotions with subscribers via WhatsApp | Not enough data | |
Automated Replies | Provides automated WhatsApp message replies to recipients | Not enough data |
WhatsApp Business Platform - WhatsApp Marketing
Segmentation | Deliver tailored promotions to specific audience segments | Not enough data | |
API Integration | Facilitates the integration of WhatsApp messaging into existing business applications through WhatsApp Business API | Not enough data | |
WhatsApp Commerce | Allow customers to browse, discover, research, purchase, and complete payment in real-time | Not enough data | |
Analytics | Provides analytics on opt-ins, open and delivery rates, and click-throughs | Not enough data |
Agentic AI - Marketing Analytics
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data |
Agentic AI - SMS Marketing
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Marketing Automation
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
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