User Guide

This user guide covers the day-to-day features of Zoho Marketing Automation: capturing leads and building the automated journeys that follow up with them.

What’s covered

The Lead Generation topics explain signup forms, pop-ups, lead sources and how to identify the touchpoints where contacts first interact with your business. The Journeys topics explain how to build an automated workflow, including trigger, process and action components, and how to set goals and re-entry criteria.

Who it’s for

This guide is written for marketers and business owners setting up or managing lead capture and automation in Zoho Marketing Automation, whether you are configuring your first form or refining an existing journey.

Frequently asked questions

What topics does this user guide cover?

Lead generation with forms and pop-ups, and building automated journeys with triggers, processes and actions.

Do I need technical skills to follow this guide?

No, Zoho Marketing Automation is built around visual, drag-and-drop tools rather than code.

Need help?

Need help using Zoho Marketing Automation? Contact support@thoughtlogik.com or see our Zoho implementation services.