Connecting Your Domain and Verifying Sender Emails

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Introduction

Still relying on just one channel to reach your customers? It’s time to rethink your strategy. In today’s fast-paced, digital-first world, using just email or SMS isn’t enough to keep up with evolving customer expectations. 

If you want to stand out, boost engagement, and build stronger relationships, a multichannel marketing strategy is essential. And with Zoho Marketing Automation, UK businesses can easily combine Email, WhatsApp, and SMS into a seamless and effective marketing mix.
 

This guide explores why each channel matters, how to use them together, and how Zoho Marketing Automation can help you get started — the smart way. 

Step-by-Step Instructions:

Step 1: Define the purpose of each channel in your marketing funnel

To build an effective multichannel campaign, start by mapping out your customer journey: 

  • Identify the stages: Awareness, Consideration, Purchase, Onboarding, and Retention.
  • Match each stage with the right channel:
  • Email – great for detailed communication, newsletters, and onboarding content
  • WhatsApp – ideal for real-time, interactive conversations.
  • SMS – perfect for urgent updates or reminders

 Tip: Create a visual funnel diagram to map the customer journey and channel touchpoints. 

Step 2: Tailor your content for each channel

Each platform has its own strengths. Your content should reflect that: 

  • Email – Use rich visuals, longer-form content, and a professional tone.
  • WhatsApp – Keep it conversational, personal, and quick.
  • SMS – Be clear, concise, and direct.


Here’s a quick checklist to guide your messaging: 

       Align tone of voice to platform 

       Keep messages short and actionable 

       Avoid attachments in SMS and WhatsApp 

       Use personalisation wherever possible 

Step 3: Automate your campaigns using Zoho Marketing Automation p

Automation keeps your communications consistent and timely. Use Zoho’s Journeys feature to: 

  • rigger messages based on user behaviour (e.g., sign-ups, downloads, purchases)
  • Switch channels smoothly based on engagement
  • Personalise experiences at each step


Example Use Case: 

A fictional UK software company wants to promote their new collaboration tool. Here’s how they use automation to engage leads: 

  • Lead Generation – Users sign up for a webinar. Confirmation is sent via email. A reminder SMS is sent an hour before the session. 
  • Product Promotion – A free trial is offered by email. Interested users get a WhatsApp follow-up with a demo link. 
  • User Onboarding – Email guides, SMS alerts, and WhatsApp check-ins are used to help users get started. 

Step 4: Track performance and refine your strategy

Multichannel marketing works best when it’s informed by data. Use Zoho Marketing Automation to: 

  • Track audience behaviour across email, SMS, and WhatsApp
  • Build a unified customer profile
  • Segment based on engagement, preferences, and purchase history

This level of insight lets you deliver truly personalised content — when and where your audience wants it. 

Tips:

  • Start small: Choose two channels to begin with and expand as you get comfortable.
  • spect customer preferences: Always offer opt-in options and respect opt-outs.
  • Test and learn: Run A/B tests across channels to see what works best.
  • Keep it compliant: Ensure GDPR compliance across all touchpoints, especially for SMS and WhatsApp.
  • Use analytics: Measure open rates, click-through rates, and conversions by channel to optimise performance.

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