Zoho Marketing Automation Settings [8 Tutorial Videos]

Implementing Zoho Marketing Automation is no easy feat. We are often asked “Where the heck should I even start” when trying to get Zoho Marketing Automation off the ground and running. Our response is look at your Zoho Marketing Automation settings. These settings need to be setup correctly because so many capabilities and features pull from these settings and many are used for almost every email you send.

We have created 8 video tutorials reviewing the settings available in Zoho Marketing Automation. There are settings everywhere. The settings we are referring to are found by clicking the “Settings” button in the bottom left of the Zoho Marketing Automation console.

After clicking ‘Settings’, 8 setting menu headers will appear. There are 21 setting pages available. The Zoho Marketing Automation settings page is shown below

Marketing Automation > Settings > General

The ‘General’ settings section consists of 4 settings

1. Profile
2. Company details
3. Notifications
4. Subscription 

Zoho Marketing Automation ‘General’ Settings Video

[embedyt] https://www.youtube.com/watch?v=CZ7aX_zie58[/embedyt]

Marketing Automation > Settings > Customization

The ‘Customization’ settings section consists of 4 settings

1. Header and footer
2. Signup pages and emails
3. Custom fields
4. Merge tags

Zoho Marketing Automation ‘Customization’ Settings Video

[embedyt] https://www.youtube.com/watch?v=bmyMTuQNOsQ[/embedyt]

Marketing Automation > Settings > Deliverability

The ‘Deliverability’ settings section consists of 3 settings

1. Manage Senders
2. Domain Authentication
3. Imprint Details

Zoho Marketing Automation ‘Deliverability’ Settings Video

[embedyt] https://www.youtube.com/watch?v=neoAeXDkWxg[/embedyt]

Marketing Automation > Settings > Integration

The ‘Integration’ settings section consists of 1 setting

1. Apps

Zoho Marketing Automation ‘Integration’ Settings Video

[embedyt] https://www.youtube.com/watch?v=8nLe_fmurbg[/embedyt]

Settings > Campaign Policy

The ‘Campaign Policy’ settings section consists of 3 settings

1. Email limits
2. Content approval
3. Export Policy

Zoho Marketing Automation ‘Integration’ Settings Video

[embedyt] https://www.youtube.com/watch?v=3870_aLzeDk[/embedyt]

Marketing Automation > Settings > Users And Control

The ‘Campaign Policy’ settings section consists of 3 settings

1. Manage users
2. Roles and privledges

Zoho Marketing Automation ‘Users And Control’ Settings Video

[embedyt] https://www.youtube.com/watch?v=CZ7aX_zie58[/embedyt]

Marketing Automation > Settings > Data Administration

The ‘Data Administration’ settings section consists of 1 setting

1. Audit logs

Zoho Marketing Automation ‘Data Administration’ Settings Video

[embedyt] https://www.youtube.com/watch?v=UOc6bDpnl6c[/embedyt]

Marketing Automation > Settings > Developer Space

The ‘Developer Space’ settings section consists of 3 setting

1. APIs
2. Webhooks
3. Workflows

Zoho Marketing Automation ‘Developer Space’ Settings Video

[embedyt] https://www.youtube.com/watch?v=ztlNnXBINcE[/embedyt]

We hope you enjoyed the Zoho Marketing Automation settings configuration videos as much as we did making them.