Zoho Marketing User Training - Perth

Zoho Marketing User Training - Perth

Mastering Zoho Marketing Automation, PageSense, SalesIQ, Survey & Forms

By Wisdomtree Holdings Pty Ltd

Date and time

June 17 · 9am - June 18 · 5pm AWST

Location

Saint Georges Terrace

Saint Georges Terrace Perth, WA 6000 Australia

Refund Policy

Refunds up to 7 days before event

Agenda

Agenda - Day 1
Agenda - Day 2

9:00 AM - 9:15 AM

Welcome & Introductions


Overview of the training objectives and schedule, Participant introductions

9:15 AM - 10:45 AM

Module 1: Introduction to Zoho Marketing Automation


Overview of Marketing Automation, Setting up your account and integrations, Key features and functionalities

10:45 AM - 11:00 AM

Morning Break

11:00 AM - 12:30 PM

Module 2: Building Customer Journeys


Creating workflows for customer engagement, Personalisation and segmentation strategies, Practical exercise: Designing a customer journey

12:30 PM - 1:30 PM

Lunch Break

1:30 PM - 3:30 PM

Module 3: Advanced Marketing Automation Techniques


Automating follow-ups and nurturing campaigns, Using analytics to optimise campaigns, Practical exercise: Setting up automated emails

3:00 PM - 3:15 PM

Afternoon Break

3:15 PM - 4:30 PM

Module 4: Introduction to Zoho PageSense


Overview of web analytics and optimisation, Setting up PageSense for your website, Practical exercise: Creating a heatmap

4:30 PM - 5:00 PM

Q&A Session


Address participant questions, Discuss best practices

About this event

  • Event lasts 1 day 8 hours

Join us in Perth for an immersive 2-day, in-person training workshop designed to help marketing professionals harness the full potential of the Zoho Marketing Suite. This hands-on course covers Zoho Marketing Automation, PageSense, SalesIQ, Survey, and Forms – giving you the skills to plan, execute, and optimise your digital marketing strategies.


Led by experienced consultants, the training offers practical, real-world use cases and step-by-step guidance to help you create personalised campaigns, track user behaviour, capture and convert leads, and measure performance across channels. Whether you're just getting started or looking to refine your marketing workflows, this course will equip you with the tools and confidence to deliver better results with Zoho.


What You’ll Learn:

  • Build and manage customer journeys with Zoho Marketing Automation
  • Use Zoho PageSense to track, test, and improve website performance
  • Engage and support visitors using Zoho SalesIQ live chat and bots
  • Create and distribute surveys to capture valuable insights
  • Design forms that integrate seamlessly with your CRM and automation tools


Includes:

  • Live demonstrations and guided setup
  • Use-case driven activities and scenarios
  • Printed/digital training materials
  • Time for Q&A and tailored support
  • Optional networking session on Day 2

Frequently asked questions

Who is this training for?

This training is designed for marketing professionals, business owners, and team members who use or plan to use the Zoho Marketing Suite tools, including Marketing Automation, PageSense, SalesIQ, Survey, and Forms.

Do I need any prior Zoho experience?

No prior experience is required, but basic familiarity with Zoho or general marketing tools will be helpful. The training will cover both fundamentals and more advanced usage.

What should I bring to the training?

Please bring a laptop and charger. Wi-Fi will be provided. It’s also helpful to bring access to your Zoho account if you have one, so you can follow along in your own environment

Will food and drinks be provided?

Yes. Morning tea, lunch, and afternoon tea will be provided on both days. Please advise of any dietary requirements when registering.

Will I receive training materials?

Yes. Printed or digital training materials will be provided, including step-by-step guides and reference documents.

What time does each day start and finish?

Training runs from 9:00am to 5:00pm on both days, with short breaks and a lunch break included. An optional networking session is held from 5:00pm to 6:30pm on Day 2.

Is the session recorded?

No, this is a live, in-person training event. Materials and guidance will be provided, but recordings are not included.

Can I ask questions specific to my business?

Yes. There will be Q&A time built into each day. You can also speak with the trainers during breaks or the networking session for more specific advice.

What if I only want to attend one day?

You can attend a single day, but the content is designed to build over both days. Please contact us to discuss single-day attendance options.

Will there be follow-up support?

Yes. Attendees will receive limited post-training email support for follow-up questions, and options will be available for further consulting if needed.

Organized by

Streamline Skills (Wisdomtree Holdings Pty Ltd) has been helping businesses improve their CRM systems and workflows since 2013. We specialise in Zoho CRM consulting, training, and automation to boost efficiency and reduce manual work. Our team focuses on practical, tailored solutions that deliver real results.

75% off applied
A$365