COURSE DESCRIPTION

Automate your e-mail chores and save tons of time by leveraging Zoho's easy-to-use customer management tools.

ABOUT THE INSTRUCTOR

LM Director

Tony Stoltzfus

The Founder and Director of Curriculum Development of Leadership MetaFormation, Tony specializes in helping senior ministry and business leaders engage God in difficult circumstances and finish well. A lifelong student of personal change and personality type, Tony is a highly-sought-after transformational coach with a worldwide clientele.

A pioneer in the Christian coaching movement, Tony has trained thousands of coaches, co-founded an international coaching school and created a wide range of leadership resources used around the world. He is the author of ten books, including Coaching Questions, the top-selling coaching how-to on Amazon.com.

Tony developed Coach22.com, an on-line Christian coaching bookstore and publisher of Christian coaching resources, and is creator of The Calling Journey, a research-based online calling timelining tool.

Tony travels widely, leading workshops and speaking on heart transformation and coaching. He is known as a speaker for an interactive, adult learning approach to training that fully engages participants, and for a high level of personal transparency. He and his wife Kathy have two grown children and reside in Redding, California. He enjoys being in nature, watching the stars, reading, laughter and projects around the house.

Course curriculum

  • 1

    Chapter I: Intro to Zoho

    • Introducing Zoho: Read Me First

    • Introducing Zoho: Read This First!

    • Zoho On-boarding Session Outline - (print before watching video!)

    • Zoho On-Boarding Session

    • Zoho On-Boarding Session Pt II - Advanced Functions

    • How the Automated E-mails Work - Explaining Workflows

    • The "Registrants" Update of 11-2019 - the new automated e-mail system

    • workflow e-mail

  • 2

    Chapter 2: Initial Set-up: Watch these when you first start

    • Info Needed to Set Up Your Account

    • Inputting Your Personal User Information

    • "Next Workshop" Functionality - automatically promoting your upcoming event

    • Cleaning up a .csv file before importing

    • Goodies coupon - how to get referrals automatically

    • Goodies update 2019 - how the whole process works

    • Workshop and Feedback Surveys (these are automated)

  • 3

    Chapter 3: Tutorials - The Basics

    • What's Here (read me)

    • How to Create a New Contact

    • Fields that Must Be Filled Out in a New Contact

    • How to Merge contacts with the same name

    • Quick tip: how to change a contact's name after you've saved it

    • TTH-Collecting and Printing Greatest Accomplishments

  • 4

    Chapter 4: Tutorials - Sending E-mails

    • How to manually resend automated e-mails if someone doesn't get them

    • Verifying That Zoho E-mails Are Being Sent: (when you need to be sure)

    • How to send marketing e-mails using mail merge

    • Create a Custom E-mail Template to Send Your Own Message

    • Tips and Best Practices for Creating E-mail Templates

    • Testing your custom e-mail templates

    • Hacking e-mail templates so they display correctly

  • 5

    Chapter 5: Filters: How to Target Any Group of Contacts

    • Creating a Group of Workshop Participants

    • Using Filters for Marketing

  • 6

    Chapter 6: Administration and Misc

    • How to mass update your trainer fields

    • Verifying that actions or e-mails took place with the audit log

    • Sharing a Contact (When zoho doesn't let you create a contact)

    • Sharing a Contact (When zoho doesn't let you create a contact)

  • 7

    Chapter 7: Importing Contacts From Thinkific

    • Exporting Contacts From Thinkific

    • Importing From Thinkific CSV to Zoho