[ Zoho Ma... Reviews ](https://www.g2.com/products/zoho-marketing-automation/reviews) [ Zoho Ma... Reviews ](https://www.g2.com/products/zoho-marketing-automation/reviews) # 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. 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. 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. Show More ##### ## Platform (6) Customization System provides sufficient customization to meet business requirements Workflow Capability 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. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Sandbox / Test Environments 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. Show More ##### ## Email Marketing (4) Building and Personalizing Emails Create and design emails with an editor; manage templates; personalize dynamically Sending Outbound Emails Create targeted lists, schedule and manage bulk email sending. Manage Email Deliverability 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 Show More ##### ## Online Marketing (5) Landing Pages and Forms 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. A/B Testing Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion. Mobile Optimized Support mobile-optimized emails, online forms, and landing pages. 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. Show More ##### ## Lead Management (7) 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. 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. Lead Scoring and Grading 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 Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps. Online Behavior Tracking 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 Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device. CRM Lead Integration Sync lead, contact, account, and opportunity information with your CRM system. Show More ##### ## 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. 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. Calendaring Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR. Budgeting 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. Show More ##### ## 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. Social Sharing Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions. 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. Social Media Engagement 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 Show More ##### ## 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. Web Analytics 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. 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. SEO / Keyword Analytics Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors. Show More ##### ## Marketing Operations (6) ROI Tracking Helps marketers measure return on investment (ROI) by analyzing campaign effectiveness against costs Data Collection Gathers data about the effectiveness, impact, and reach of marketing campaigns Customer Insights Collects and reports on data relating to customer journeys, preferences, and history Multi-User Access Allows multiple users access to a unified, transparent overview of analytics, dashboards, and campaign results Spend Management Includes features for budgeting, forecasting, and managing marketing investments White Label Offers a white labeling service for agencies or resellers to customize platform branding Show More ##### ## Campaign Activity (6) Campaign Insights Analyzes historical and current marketing campaigns to inform future strategy Reports and Dashboards Creates reports and dashboards to analyze results of campaigns Campaign Stickiness Identifies which marketing campaigns resolved in open or closed opportunities Multichannel Tracking Collects marketing campaign performance data across multiple channels Brand Optimization Provides opportunities for brands and businesses to fix or modify existing or future campaigns via feedback Predictive Analytics Uses artificial intelligence (AI) to predict campaign outcomes and suggest actions for optimization Show More ##### ## 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 Show More ##### ## Platform Basics (7) Templates Provide templates for customer journey mapping to jumpstart the process. Exporting Ability to export customer journey maps in a variety of formats to present and analyze. Multi-user Access and Collaboration Allow team members to invite others to collaborate on journey maps and make direct changes. Multiple Personas Provide the ability to compare the experiences of multiple personas in one journey map. Data Analytics Ability to integrate with cross-channel, real-time data analytics to power customer journey map creation. Dynamic Segmentation Provides users the ability to dynamically segment their users based on varying criteria (i.e. email opens, product features, etc.). Journey Optimization Automates the testing and optimization of customer-facing messaging and campaigns. Show More ##### ## Platform Data (4) Journey Reporting Ability to uncover and visualize how users move through your website, marketing campaigns, and product(s). Trends Reporting Ability to measure product usage by feature, campaign performance by source, and other trending metrics. Dashboards Provides dashboards to combine and visualize quantitative and qualitive customer journey data. Advanced Data Filtering Provides advanced data filtering capabilities to help users drill down, sort, filter, aggregate, and group customer journey data. Show More ##### ## Platform Additional Functionality (3) Journey Mapping Ability to create visualizations or maps of past, current, or future customer journeys based on behavioral data. Integrations Integrates with additional marketing analytics and other marketing, sales, and e-commerce-related software to provide one source of truth for customer journey analytics. Automated Alerts Provides the ability to setup automated alerts to drive targeted actions and customer experience improvements. Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## Agentic AI - Customer Journey Analytics (4) Autonomous Task Execution Capability to perform complex tasks without constant human input 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## Agentic AI - Customer Journey Mapping (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## 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 Show More [ ![Integrity Advocate](https://images.g2crowd.com/uploads/product/hd_favicon/393edefa99f67a463f6cd60b794ca8e5/integrity-advocate.svg "Integrity Advocate") Sponsored Integrity Advocate 4.5/5 (25) Visit Website ](javascript:void(0)) ## Top-Rated Alternatives [ ![HubSpot Marketing Hub](https://images.g2crowd.com/uploads/product/hd_favicon/4197737e447f044e17be1a5ebb4ba193/hubspot-marketing-hub.svg "HubSpot Marketing Hub") HubSpot Marketing Hub 4.4/5 (14,151) ](https://www.g2.com/products/hubspot-marketing-hub/reviews) [ ![ActiveCampaign](https://images.g2crowd.com/uploads/product/hd_favicon/be9e1369027bd58113f937595c7fbdf0/activecampaign.svg "ActiveCampaign") ActiveCampaign 4.4/5 (14,167) ](https://www.g2.com/products/activecampaign/reviews) [ ![Klaviyo](https://images.g2crowd.com/uploads/product/hd_favicon/b6df098261e7029181e27856a1b3934b/klaviyo.svg "Klaviyo") Klaviyo 4.6/5 (1,309) ](https://www.g2.com/products/klaviyo/reviews) [ View All Alternatives ](https://www.g2.com/products/zoho-marketing-automation/competitors/alternatives) Zoho Marketing Automation Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_74390118cdf58a60fb81adaaefdb6287/hubspot-marketing-hub.png "Product Avatar Image") HubSpot Marketing Hub 4.4/5 (14,807) [ Compare Now ](https://www.g2.com/compare/hubspot-marketing-hub-vs-zoho-marketing-automation) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_50828ef2b93af30b29edd9061533c3b9/activecampaign.jpg "Product Avatar Image") ActiveCampaign 4.4/5 (14,703) [ Compare Now ](https://www.g2.com/compare/activecampaign-vs-zoho-marketing-automation) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_d6b6650425eafc5c72f230cad744ad29/adobe-marketo-engage.png "Product Avatar Image") Adobe Marketo Engage 4.1/5 (3,138) [ Compare Now ](https://www.g2.com/compare/adobe-marketo-engage-vs-zoho-marketing-automation) ##### Categories on G2 [ Marketing Automation ](https://www.g2.com/categories/marketing-automation)[ SMS Marketing ](https://www.g2.com/categories/sms-marketing)[ Marketing Analytics ](https://www.g2.com/categories/marketing-analytics) [ Customer Journey Analytics ](https://www.g2.com/categories/customer-journey-analytics)[ Customer Journey Mapping ](https://www.g2.com/categories/customer-journey-mapping)[ WhatsApp Marketing ](https://www.g2.com/categories/whatsapp-marketing) Show More ##### Explore More [ Which platform supports multi-domain master data management? ](https://www.g2.com/discussions/which-platform-supports-multi-domain-master-data-management)[ What platform provides analytics on job description usage? ](https://www.g2.com/discussions/what-platform-provides-analytics-on-job-description-usage)[ Best CRM Software ](https://www.g2.com/discussions/what-s-the-best-crm-software-on-the-market) [ Best cloud-based billing solutions for small businesses ](https://www.g2.com/discussions/best-cloud-based-billing-solutions-for-small-businesses)[ Best auto dialer software for small business ](https://www.g2.com/discussions/best-auto-dialer-software-for-small-business)[ Pros and Cons Details ](https://www.g2.com/products/zoho-marketing-automation/reviews?qs=pros-and-cons) Show More [ Which platform supports multi-domain master data management? ](https://www.g2.com/discussions/which-platform-supports-multi-domain-master-data-management)[ What platform provides analytics on job description usage? ](https://www.g2.com/discussions/what-platform-provides-analytics-on-job-description-usage)[ Best CRM Software ](https://www.g2.com/discussions/what-s-the-best-crm-software-on-the-market) [ Best cloud-based billing solutions for small businesses ](https://www.g2.com/discussions/best-cloud-based-billing-solutions-for-small-businesses)[ Best auto dialer software for small business ](https://www.g2.com/discussions/best-auto-dialer-software-for-small-business)[ Pros and Cons Details ](https://www.g2.com/products/zoho-marketing-automation/reviews?qs=pros-and-cons)