Creating an email campaign

Creating an email campaign

Email marketing is considered the simple and most effective method to reach out your leads. The best part is that the return on investment (ROI) is much higher than other marketing channels making it as the most affordable way of marketing.


Adding basic details for your campaign

  1. From the Navigation toolbar, choose Engagement and select Email Campaigns.
  2. Click Create Campaign dropdown in the top-right corner of the screen.
  3. Select the type of campaign you want to create.
  4. Enter these details:
  • Name - Select an easily recognizable name. For instance, if the Zylker company is sending a monthly newsletter, name the campaign "Zylker Newsletter July 2018", or something similar.
  • Subject - Come up with a clever or eye-catching email subject line. A great subject line is going to draw many more readers than something boring and dry. You can also grab attention of your leads by using emojis in subject line.
  • Sender Name and Email Address - Give a name and email address that your recipients can recognize easily. The name could be your company or brand name.
  • Personalize 'To-address' - Personalize your recipients by addressing them by name.
  • Use sender details from Zoho CRM - If the recipient was imported from Zoho CRM, you can personalize the sender name based on which user owns the account in CRM.


  • We advise you not to use role-based email addresses such as info@, admin@, support@ as the sender address. Chances are high that emails from these addresses will end up in the spam folder.
  • Try running an AB test on email subject lines to find out which one gets better response.


Next Steps