NEW! Kiosk Studio for Process Management in Zoho CRM (Tutorial)

Introduction

This tutorial covers the essential steps for using Kiosk Studio for process management in Zoho CRM. You'll learn how to set up a kiosk, customize fields, make decisions based on data, and integrate actions within Zoho CRM. This guide aims to enhance your CRM experience and streamline your processes effectively.

Step 1: Setting Up Your Kiosk

1. Access Kiosk Studio:

   • Log in to your Zoho CRM account.
   • Navigate to the Kiosk Studio section.

2. Create a New Kiosk:

   • Click on the option to create a new kiosk.
   • Choose a suitable name and description for your kiosk.

3. Select a Layout:

   • Pick a layout that fits your process needs.
   • Consider the user experience when selecting styles and formats.

4. Customize Kiosk Settings:

   • Adjust settings such as kiosk visibility and user permissions.
   • Ensure that the kiosk aligns with your business objectives.

Step 2: Customizing Fields

1. Add Fields:

   • Click on the 'Add Field' option to include necessary input fields.
   • Choose from different field types (text, number, date, etc.) based on the information you want to collect.

2. Configure Field Properties:

   • Set properties for each field, such as required status, default values, and validation rules.
   • Make sure fields are intuitive and user-friendly.

3. Organize Layout:

   • Arrange fields logically to guide users through the process smoothly.
   • Group related fields together for better clarity.

Step 3: Making Data-Driven Decisions

1. Set Up Conditional Logic:

   • Use conditional logic to tailor the user experience based on previous answers.
   • Create rules that dictate which fields appear based on user input.

2. Implement Decision Points:

   • Define decision points where the kiosk can redirect users based on their responses.
   • This helps streamline the process and reduces unnecessary steps.

Step 4: Integrating Actions Within Zoho CRM

1. Connect Kiosk Actions to CRM:

   • Link actions from your kiosk to specific modules in Zoho CRM (e.g., leads, contacts).
   • Ensure that data captured flows seamlessly into your CRM system.

2. Set Up Notifications:

   • Configure notifications for when a user submits data or when certain criteria are met.
   • This keeps your team informed and responsive.

3. Test Your Kiosk:

   • Run through the kiosk process to ensure all functionalities work as intended.
   • Make adjustments based on feedback from test users.

Conclusion

By following these steps, you will effectively set up and customize Kiosk Studio in Zoho CRM. This tool allows for better management of processes and enhances user interactions with your CRM. As a next step, consider exploring advanced features and integrating additional modules to further optimize your workflow. For more in-depth training, refer to the advanced Kiosk Studio video or schedule a consultation for personalized assistance.