Setting Up Your Zoho MA Account

Setting up your Zoho Marketing Automation account is the first step before you can build forms, journeys or campaigns. This article covers what to do once you have signed up.

Creating your account

Sign up for Zoho Marketing Automation at zoho.com/marketingautomation using an existing Zoho account, or by registering a new one. Once signed in, you land on your account’s dashboard, ready for initial setup.

Initial setup steps

1. Add website tracking: install the tracking snippet on your website so visitor behaviour can be recorded against your contacts.
2. Build your contact list: import existing contacts by uploading a file, using the API, or connecting a CRM such as Zoho CRM.
3. Verify your sending domain and sender emails: this improves deliverability and is needed before sending campaigns at scale.
4. Set up engagement channels: enable the channels you plan to use, such as email, SMS, social media or WhatsApp.
5. Invite your team and assign roles: add colleagues and give each one a role, such as admin, manager, editor or viewer, based on what they need to do.

Keeping your account tidy

Review your list of connected channels, integrations and team members periodically, removing access that is no longer needed and keeping sender details up to date.