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Zoho One CRM Campaign Automation Specialist (Drip Campaigns + Multi-Campaign Execution)
UpworkUSNot specifiedintermediate
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Role Summary
We’re looking for a Zoho One expert to design, build, and run multiple automated drip campaigns using Zoho CRM + Zoho Campaigns (and related Zoho One apps as needed). You will own the end-to-end workflow: segmentation, automation logic, templates, testing, execution, reporting, and ongoing optimization.
Key Responsibilities
1) Campaign Strategy + Architecture
Translate campaign goals into drip sequences (welcome, nurture, re-engagement, post-demo, abandoned lead, etc.).
Define and document multi-campaign architecture (how contacts move between campaigns, suppression rules, and prioritization).
2) CRM Data + Segmentation
Build lead/contact segments using CRM fields, tags, scores, lifecycle stages, source, and behaviors.
Ensure data hygiene: required fields, deduping rules, consent/opt-in status, and list management.
3) Automation Build (Zoho One)
Configure workflow rules, Blueprints, scoring, assignment rules, and alerts in Zoho CRM.
Build drip logic using:
Zoho Campaigns automation (time delays, triggers, branching)
CRM workflows + functions (Deluge) where needed
Create rules for:
Entry/exit criteria
Pauses and cooldowns
Suppression / do-not-contact
Campaign conflict resolution (prevent double-enrollment)
4) Content + Templates (Execution-Ready)
Build reusable email templates (branding, personalization tokens, dynamic blocks).
Set up subject line variants, A/B tests, and compliance footers.
5) Testing + QA
Test in sandbox/staging where possible.
Validate triggers, merge fields, link tracking, unsubscribe behavior, and campaign membership logic.
Create a “go-live checklist” and rollback plan.
6) Reporting + Optimization
Track funnel performance: delivered/open/click/reply, conversions, stage movement, and attribution.
Provide weekly/monthly dashboards and recommendations (timing, copy, segmentation, rules).
7) Documentation + Handoff
Document all workflows, campaign maps, field usage, and SOPs.
Train internal team on how to operate and safely modify campaigns.
Required Skills / Qualifications
Proven experience implementing Zoho One, specifically:
Zoho CRM workflows/Blueprints/scoring
Zoho Campaigns automation and list management
Strong knowledge of CRM data models, segmentation, and lifecycle design
Experience building multi-stream drip campaigns without contact overlap issues
Email deliverability and compliance basics (CAN-SPAM / opt-in management)
Bonus: Deluge scripting, Zoho Flow, webhooks, API integrations
Nice-to-Haves
Experience with lead routing, SLA rules, and sales handoff automation
Landing pages/forms (Zoho Forms / Zoho LandingPage) and UTM governance
CRM analytics (Zoho Analytics) dashboarding
Deliverables (What “Done” Looks Like)
Campaign Map for each drip campaign (visual + written logic)
Segments/lists + entry/exit rules
Built automations in Zoho Campaigns + CRM workflows
Templates + personalization tested
QA results + go-live checklist
Performance dashboard + optimization plan
SOP documentation
Execution Cadence / Ongoing Work
Launch 1–2 campaigns initially, then scale to multiple concurrent campaigns
Weekly optimization + monthly reporting
Ongoing troubleshooting and improvements
Engagement Details (fill in)
Contract/Part-time/Full-time: ______
Hours per week: ______
Start date: ______
Time zone overlap: ______
Application Requirements
Please include:
Examples of Zoho CRM/Campaigns automations you built (screenshots or descriptions)
How you prevent double-enrollment and manage suppression across multiple drips
Your approach to QA/testing and reporting
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Spent: $10,359.16Rating: 5.0Verified