Outcome:
By implementing this behavior-based email automation:
📈 Increase in user engagement through timely follow-ups
🛒 Higher conversion rates as users are nudged towards booking
⏱️ Time-saving through complete automation
🎯 Better targeting using smart segmentation and behavioural triggers
📬 Improved email deliverability and reputation
Use case Implementation Steps:
Implementation Stage 1: Prepare the Email Content
Design all email templates in advance:
Main Campaign Email (original offer or booking email)
Reminder Email 1 (after 24 hours)
Reminder Email 2 (after 3 days)
Resend Emails (after 2 days & 7 days for non-openers)
Clicked But Not Booked Reminders (2h, 8h, 24h)
Post-Booking Follow-up Email
Implementation Stage 2: Create a Mailing List
Import or sync user data (email IDs, names, etc.) into Zoho Campaigns
Segment your list if needed (e.g., only new users, specific campaign, etc.)
Ensure you have permission-based contacts to comply with email policies
Implementation Stage 3: Set Up the Automation Journey
Go to Automation > Journey
Click “Create Journey”
Name the journey, and select "Start from Scratch"
Implementation Stage 4: Add the Entry Trigger
Choose “When a contact joins a mailing list”
(or)
Use “When email is sent” if you want to begin when a campaign is triggered
Implementation Stage 5: Define Path 1: User Opens Email but Doesn't Book
Add the "Opens Email" condition
Add a “Wait for 24 hours”
Then add “Send Reminder Email 1”
Add another, “Wait for 3 days”
Then add “Send Reminder Email 2”
Add a condition to monitor if they clicked and booked (optional via webhook or CRM integration)
Implementation Stage 6: Define Path 2: User Does Not Open Email
Add "Did not open email in 2 days" condition
Resend the same email (or slight variation)
Add another “Wait for 5 more days” (total 7 days)
Again, resend the email
If they open at any point → add a switch back to Path 1
Implementation Stage 7: Define But No Booking Flow
Add “Clicked on Link” condition
Add a wait for 2 hours → Send Reminder
Then wait 8 hours → Send another Reminder
Wait again for 24 hours → Send final Reminder
In each step, check if booking occurred → If Yes, stop this path and send Follow-up Email
Implementation Stage 8 : Define Add Final Step - Post-Booking Follow-Up
If a user clicks and books → trigger a Follow-up/Thank You Email
Optionally add a tag in CRM or Zoho Campaign to mark them as "Booked"
Implementation Stage 9: Activate and Monitor
Click "Start Journey"
Monitor:
Open Rates
Click Rates
Conversions (Bookings)
Drop-off points
Target Audience:
🧑🎓 Students/Professionals receiving promotional or booking-related emails
🛍️ Leads interested in services/events/products requiring booking
📩 Any subscribers who show partial or no engagement with the first email
Users:
User Type | Role |
🧑💼 Marketing Team | Manages and monitors campaigns |
🔧 Technical/CRM Team | Helps in integration and data sync |
📥 Email Recipients | Users receiving and engaging with emails |
📊 Analytics Team | Evaluates performance and conversion data |
Flow Chart:
Start
|
Send Email
|
+--> Opened? -- Yes --> Booked?
| | |
| | +--> Yes --> Send Follow-up Email --> End
| | |
| | +--> No --> Reminder @2h → 8h → 24h → Booked?
| | |
| | +--> Yes --> Send Follow-up → End
| | |
| | +--> No → End
| |
| +--> No Action → Reminder @24h → 3 days → End
|
+--> Not Opened → Resend @2 days → Opened?
|
+--> Yes → Follow Path 1
+--> No → Resend @1 week → End
Tool Permission Required:
✅ Zoho Campaigns:
Create and manage Email Campaigns
Access to Automation/Journey Builder
Enable Open & Click tracking
Manage Contact Lists
View Reports & Analytics
🔄 Integration access (if syncing data with Zoho CRM or other tools)
Link Required:
Purpose | Link Type |
🔗 Booking | Tracking-enabled Booking Link |
🔗 Campaign | Zoho Campaign/Automation Journey |
🔗 CRM | Lead/Contact Sync Link (Zoho CRM) |