Email & WhatsApp Marketing Specialist (Zoho CRM + Copy + AI)

Experience : 2–3 years (min. 2 years hands-on)

• Location : Chennai
• Function : Lifecycle, Retention, Localization & Automation

Role Purpose

Own Email + WhatsApp lifecycle marketing end-to-end : design retention strategy, implement automations, execute campaigns, manage portals, analyze seasonal trends by country / region, localize content and cadence, run loyalty & advocacy programs, and train the answer-bot to convert after hours.

What You'll Own

End-to-End Retention Strategy (Multi-Region)

Map lifecycle (lead → first buy → onboarding → replenishment → cross-sell → win-back) per country / region with local holidays, seasonality, languages, offer sensitivity, and send-time logic.

Maintain regional media calendars (festivals, paydays, weather / flu seasons, gifting windows) and align promos & replenishment cycles.

Implementation & Execution

Build localized journeys / flows : welcome, education, cart / browse abandon, replenishment, post-purchase NPS / Upsell, win-back, VIP—tailored per market.

Operate campaigns with QA, consent, UTM hygiene; coordinate creative and translations.

Portal Ownership

Manage Zoho Campaigns / CRM, Shopify integrations, WhatsApp BSP (Gupshup / Infobip); maintain lists, templates, tags, and domain reputation.

Answer-Bot (After-Hours Conversion)

Train / maintain WhatsApp / Chat bot to handle FAQs, product finder, guide to checkout, fetch order status, schedule callbacks, and escalate to human.

Loyalty & Advocacy

Own loyalty program, referral journeys, UGC / reviews capture, and advocacy campaigns (creator / customer spotlights).

Build community touchpoints : re-order nudges, anniversary / goal milestones, member-only drops.

Core Responsibilities

Write / design high-converting emails & WhatsApp templates for each market; keep tone and claims compliant locally.

Analyze seasonal trends (country / region) using historical sales, cohort / RFM, and content engagement; turn insights into localized flows & promos.

Ensure deliverability (SPF / DKIM / DMARC, warming, list health); monitor per-region inbox placement.

Implement event tracking (GA4 / GTM, server events); attribute revenue by channel, cohort, and region.

Launch loyalty / referral mechanics across email / WhatsApp; integrate with PDP / checkout and post-purchase flows.

Tool Stack

Messaging & CRM : Zoho Campaigns, Zoho CRM / Flows / Marketing Automation; WhatsApp BSP (Gupshup / Infobip / Twilio).

E-commerce : Shopify + Flow (nice), webhooks, metafields.

Analytics : GA4, Looker Studio, UTM builder; cohort / RFM in Sheets / BI; Hotjar / Clarity (with UX).

Tagging : GTM; server-side events / CAPI (with Dev / Analyst).

Creation : Stripo / BeeFree / HTML email; Canva / Figma.

Certifications (Preferred)

HubSpot Email Marketing or Lifecycle

Must-Have '2+ Years Hands-On' (Hard Screen)

Building email + WhatsApp automations that materially increased retention / LTV.

Running multi-region calendars (seasonality / holidays) with localized content and measurable lifts.

Managing deliverability and recovering reputation issues.

Training / optimizing a WhatsApp / Chat bot that assists checkout and order completion after hours.

Standing up loyalty / referral programs integrated with lifecycle flows.

KPIs

Flow Revenue %, Campaign Revenue, Repeat Purchase Rate, Time-to-Second Purchase, Churn

Regional Metrics : open / click / conversion by country / region; seasonal campaign ROI

Deliverability : inbox placement, bounce / complaint / unsubscribe (by region)

Loyalty & Advocacy : program enrollment, active members, referral rate, UGC / reviews volume, NPS / CSAT

Bot Impact : after-hours sessions, bot-assisted orders, deflection rate

List Health & Growth : net subs, opt-in rate, list decay

Skills Required

Gtm, Canva, Shopify, Email Marketing, Automation, Html, UTM, Figma, zoho crm