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Sending/scheduling mass campaign (mass SMS and mass email) in Zoho CRM

Updated: 23 hours ago

Student support specialist sends out announcements and surveys through email or SMS. Watch these videos to know how to set up and schedule email and SMS blasts.


Before you start the database segmentation, please:

  • Make sure no student in the database has the first name "Unknown". If so, kindly change it to "there".

  • All students with mobile numbers should be formatted this way: +1XXXXXXXXXX

  • Mass email daily limit is 500 messages only.

  • In 2024, we no longer schedule SMS when we run campaigns. Prone to failed deliveries.



1. Set up email campaign first


EMAIL FILTERS:

First group

  • Academy location: Los Angeles, Orange County

  • Email: not empty

  • Email opt out: not selected

  • Moved out of service area: not selected

  • From Pre-2020 CRM: not selected


Second group

  • Academy location: Los Angeles, Orange County

  • Email: not empty

  • Email opt out: not selected

  • Moved out of service area: not selected

  • From Pre-2020 CRM: selected



Check out how to respond to email campaign replies:




IMPORTANT:

  • Create a tag in this format: "2024S3 Email Campaign- Asked link". Add this tag to a lead or student who replied and said they want to know more info. Check this page for info on tags. Unless their response tells you that they're a very hot lead, only then you should create a note. Otherwise, the tag system is enough for students with generic responses.


2. Set up SMS campaign next
3. Investigate reason for failed SMS deliveries
4. Re-send failed campaign SMS






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