Account Setup

This section covers the practical steps of setting up your Zoho Marketing Automation account so it’s ready to use.

What’s covered

You’ll find guides on setting up your account after signup, navigating the interface so you can find campaigns, contacts, journeys and reports, and connecting your domain and verifying sender emails using SPF and DKIM so your campaigns land in the inbox rather than spam.

Why account setup matters

Getting these basics right, tracking, contacts, sender verification and team access, means the rest of Zoho Marketing Automation works as it should from day one.

Frequently asked questions

Do I need to verify my domain straight away?

It’s best to do it early, since unverified domains can affect email deliverability.

What roles can I give team members?

Typical roles include admin, manager, editor and viewer.

Need help?

Need help with account setup in Zoho Marketing Automation? Contact support@thoughtlogik.com or see our Zoho implementation services.