Zoho Marketing Automation Features
Integration (3)
Data Import & Export Tools
Ability to input, modify and extract data from the application in bulk through a structured file. 37 reviewers of Zoho Marketing Automation have provided feedback on this feature.
Integration APIs
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. 36 reviewers of Zoho Marketing Automation have provided feedback on this feature.
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 36 Zoho Marketing Automation reviews.
Platform (6)
Customization
As reported in 35 Zoho Marketing Automation reviews. System provides sufficient customization to meet business requirements
Workflow Capability
Based on 36 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.
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 35 Zoho Marketing Automation reviews.
Internationalization
As reported in 34 Zoho Marketing Automation reviews. Enables users to view and transact business with the same content in multiple languages and currencies.
Sandbox / Test Environments
As reported in 31 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.
Performance and Reliability
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. This feature was mentioned in 35 Zoho Marketing Automation reviews.
Email Marketing (4)
Building and Personalizing Emails
Based on 42 Zoho Marketing Automation reviews. Create and design emails with an editor; manage templates; personalize dynamically
Sending Outbound Emails
Based on 42 Zoho Marketing Automation reviews. Create targeted lists, schedule and manage bulk email sending.
Manage Email Deliverability
As reported in 42 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.
Automated Email Responses
Set up automated nurturing emails based on events, online activities, and lead scores 45 reviewers of Zoho Marketing Automation have provided feedback on this feature.
Online Marketing (5)
Landing Pages and Forms
Based on 44 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.
Dynamic Content
Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects. 43 reviewers of Zoho Marketing Automation have provided feedback on this feature.
A/B Testing
Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion. 38 reviewers of Zoho Marketing Automation have provided feedback on this feature.
Mobile Optimized
Based on 40 Zoho Marketing Automation reviews. Support mobile-optimized emails, online forms, and landing pages.
Search Tracking and Optimization
Based on 44 Zoho Marketing Automation reviews. 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.
Lead Management (7)
Marketing Lead Database
As reported in 46 Zoho Marketing Automation reviews. 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.
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. This feature was mentioned in 45 Zoho Marketing Automation reviews.
Lead Scoring and Grading
Based on 46 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.
Lead Nurturing
Based on 46 Zoho Marketing Automation reviews. Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps.
Online Behavior Tracking
As reported in 46 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.
Automated Alerts and Tasks
As reported in 46 Zoho Marketing Automation reviews. Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device.
CRM Lead Integration
Based on 44 Zoho Marketing Automation reviews. Sync lead, contact, account, and opportunity information with your CRM system.
Campaign Management (4)
Program Management
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. This feature was mentioned in 42 Zoho Marketing Automation 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. 42 reviewers of Zoho Marketing Automation have provided feedback on this feature.
Calendaring
Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR. This feature was mentioned in 43 Zoho Marketing Automation reviews.
Budgeting
Based on 40 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.
Social (5)
Social Listening
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. 42 reviewers of Zoho Marketing Automation have provided feedback on this feature.
Social Sharing
Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions. 41 reviewers of Zoho Marketing Automation have provided feedback on this feature.
Social Campaigns
Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets. 40 reviewers of Zoho Marketing Automation have provided feedback on this feature.
Social Media Engagement
As reported in 42 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.
Social Media Advertising
Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time 42 reviewers of Zoho Marketing Automation have provided feedback on this feature.
Reporting & Analytics (5)
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. This feature was mentioned in 46 Zoho Marketing Automation reviews.
Web Analytics
As reported in 44 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.
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 43 Zoho Marketing Automation 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. 44 reviewers of Zoho Marketing Automation have provided feedback on this feature.
SEO / Keyword Analytics
As reported in 41 Zoho Marketing Automation reviews. Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors.
Marketing Operations (6)
ROI Tracking
Based on 25 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
Data Collection
Based on 24 Zoho Marketing Automation reviews and verified by the G2 Product R&D team. Gathers data about the effectiveness, impact, and reach of marketing campaigns
Customer Insights
Based on 25 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
Multi-User Access
Based on 24 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
Spend Management
Based on 23 Zoho Marketing Automation reviews and verified by the G2 Product R&D team. Includes features for budgeting, forecasting, and managing marketing investments
White Label
Offers a white labeling service for agencies or resellers to customize platform branding 21 reviewers of Zoho Marketing Automation have provided feedback on this feature.
Campaign Activity (6)
Campaign Insights
Based on 24 Zoho Marketing Automation reviews and verified by the G2 Product R&D team. Analyzes historical and current marketing campaigns to inform future strategy
Reports and Dashboards
Based on 24 Zoho Marketing Automation reviews and verified by the G2 Product R&D team. Creates reports and dashboards to analyze results of campaigns
Campaign Stickiness
Based on 24 Zoho Marketing Automation reviews and verified by the G2 Product R&D team. Identifies which marketing campaigns resolved in open or closed opportunities
Multichannel Tracking
Based on 23 Zoho Marketing Automation reviews and verified by the G2 Product R&D team. Collects marketing campaign performance data across multiple channels
Brand Optimization
Based on 23 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
Predictive Analytics
Based on 22 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
Text Messaging (7)
Bulk SMS
Enables users to send mass text message campaigns
Two-Way Text Messaging
Facilitates two-way text messaging to encourage consumer engagement and loyalty
Text Scheduler
Provides the ability to schedule single or bulk text messages to recipients on a specific date and time
Automatic URL Shortening
Provides automatic URL shortening to use less characters via text
MMS Marketing
Sends out multimedia via text messages, such as coupons, pictures, and audio
Personalization
Offers features for personalizing text messages based on customer information or past behavior
Transactional SMS
Allows users to establish automated workflows and triggers to deliver transactional text messages
SMS Platform (5)
Reporting
Provides pre-built or customizable performance reports
Automation
Automates tasks and features for added convenience
White Label
Offers a white labeling service for agencies or resellers to customize platform branding
Text-to-Landline
Text enables landline phones so users can receive text messages sent to an existing business number
API Integration
Facilitates the integration of text messaging into existing business applications through an SMS gateway API
WhatsApp Messaging - WhatsApp Marketing (6)
Transactional Messages
Allows users to establish automated workflows and triggers to deliver transactional WhatsApp messages and notifications
Bulk WhatsApp Messaging
Enables users to send mass WhatsApp marketing campaigns
Conversational Messaging
Facilitates two-way WhatsApp messaging to encourage subscriber engagement and loyalty
Personalization
Offers features for personalizing WhatsApp messages based on customer information or past behavior
Promotional Messages
Allow users to share promotions with subscribers via WhatsApp
Automated Replies
Provides automated WhatsApp message replies to recipients
WhatsApp Business Platform - WhatsApp Marketing (4)
Segmentation
Deliver tailored promotions to specific audience segments
API Integration
Facilitates the integration of WhatsApp messaging into existing business applications through WhatsApp Business API
WhatsApp Commerce
Allow customers to browse, discover, research, purchase, and complete payment in real-time
Analytics
Provides analytics on opt-ins, open and delivery rates, and click-throughs
Agentic AI - Marketing Analytics (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - SMS Marketing (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Marketing Automation (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
You’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.
Top-Rated Alternatives




