Zoho Campaigns
How to export audit logs
With this feature, you can keep a track of all the activities taking place within the organization. You can export audit logs to save them as a backup. Note: At first you will be seeing 100 logs in the page but you can change that to 200. You can see ...
Data Migration
Data migration is a process of transferring data between applications, data storage systems or data centers. In Zoho Campaigns, data migration lets our destination users to migrate their data from their source account to destination account. Using ...
How to set password preference for export policy
As a measure of security, you can use passwords to protect the files that are exported. You can use Zoho Campaigns' default password or set a password specific to a particular file. By default, Zoho Campaigns' default password will be set for the ...
How to configure content approval
Content approval is a recommended process to make sure that marketers write the best content for customers. This helps avoid emails with unreliable or inadequate information and ensures contacts receive trustworthy emails. To administrators: The ...
How to setup email limits
An organization's email limits, also called email policy or email-sending policy, is a set of conditions for the appropriate use of the email system. In Zoho Campaigns, an email policy defines how many times it's appropriate to contact a contact ...
How to manage users
Zoho Campaigns has two roles by default: Standard Admin and Standard User. Standard Admin handles user activities and deals with organizational tasks. Each organization must have at least one administrator to handle critical operations, such as user ...
How to manage roles and privileges
When there are multiple users in your organization, it is essential to be attentive about data access. We try to make it as easy as possible for you to tread the line between easily sharing data between team members, yet maintaining strong ...
How to view and access API features
API provides access to different operations of campaign and list management. One of the most useful features is removing the need to log in every single time. Resellers can use Zoho Campaign's API to integrate our functionalities in their ...
How to create webhooks
Webhooks is a feature that lets you collect real-time data or information from other applications and websites over the web. This feature is simple and easy to implement. The websites that you need information from are hooked to a URL which is setup ...
Unsubscribe Feedback
Ask your contacts why they unsubscribe from your newsletters by showing them a simple poll. A poll with different feedbacks that your contacts can select. To enable Unsubscribe feedback: From the navigation toolbar, select Settings and choose Signup ...
How to customize signup pages and emails
Zoho Campaigns lets your contacts update profile, tell a friend, resubscribe and unsubscribe via email footer links. The link to do all these activities will be present in the footer section of the email that you send. On the create campaign page, ...
How to customize signup pages and emails
Zoho Campaigns lets your contacts update profile, tell a friend, resubscribe and unsubscribe via email footer links. The link to do all these activities will be present in the footer section of the email that you send. On the create campaign page, ...
Customization
Merge Tags Personalize messages with your recipient's name and other details using Merge Tags. A merge tag is a smart tag that fetches recipients' data from the contact fields to use in your message. You can personalize the subject and content. To ...
Create video merge tags using Wistia
Zoho Campaigns integrates with Wistia, which allows you to import videos and use them in your email campaigns. With this integration, you can also view statistics and details of your contacts who viewed your videos. Integrate with Wistia In this ...
How to add sender address
A sender address is the From address you use to send email newsletters to contacts. Your sender address will help recipients identify you as an email marketer promoting your brand or business. In Zoho Campaigns, you can only use verified email ...
Add Imprint Details
Before you send an email campaign, make sure your campaigns clearly show who the sender is and provide sufficient contact information to enable the recipients to contact you. This information must be directly and permanently visible to the ...
How to manage notification settings
Notification Settings consists of two parts: Campaign Settings and Mailing Lists. You can receive timely notifications about your campaigns and mailing lists by configuring the respective notification settings. This way you can be updated of the ...
How to manage my profile
Before you start creating campaigns, you first need to set up your profile with information such as your name, country, region, and email. Updating location-related information will enable you to find the number of recipients close to your location. ...
How to manage company details
Before you create an email campaign, you need to enter information about your company. An administrator of the Zoho Campaigns account can access this page to enter company-related information. This information will be used in the campaign footer. ...
Managing your Subscriptions
For some small businesses, the free version of Zoho Campaigns has all the features they require, such as creating and sending email campaigns and viewing reports. However, when your business starts to expand, upgrading your account to a paid plan ...
Report Summary
A campaign's report summary includes real-time campaign data, campaign reach metrics, opens by time, and opens by location, giving you an overview of how well that campaign has performed. Realtime campaign data Our realtime data reports analyze a ...
Advanced Tracking
Recipient activity This page provides a detailed view of your recipients' activities. Recipient activity is a near accurate metric of your campaign's performance. With this you can make modifications to your marketing efforts in the future. The data ...
Google Analytics
With the help of site analytics, you can track the number of visitors to your website from your email campaign. Once you integrate your Google Analytics account with Zoho Campaigns, you can view all the analytics related information in Zoho Campaigns ...
Activities Using Reports
You can carry out various activities using reports, like sharing reports with other users, sharing reports on social media, sending followup campaigns, printing campaign reports or previews, and downloading reports as PDF or HTML. Share reports You ...
Advanced Reports
With the number of campaigns you send increasing day by day, there is certainly a need for you to monitor the performance of the same in a more advanced way. Zoho Campaigns brings to you advanced reports that facilitates you with insights on the top ...
How to add email templates to Library
Zoho Campaigns has a Templates section in the Library which allows you to save the templates that you've designed for future use, saving you a lot of time and effort. How do I save a template to the library? Once you're done designing your template ...
How to add workflow template to Library
Zoho Campaigns has a Workflow Templates section in the Library which allows you to save the templates that you've designed for future use, saving you a lot of time and effort. How do I save a workflow template to the library? Once you're done ...
How to add attachments to Library
The Attachments tab can be used to save documents that are frequently used. This way you can reuse documents quickly instead of searching for a particular document or uploading it every single time. You can attach a file to your campaign in the form ...
How to add signup form template to Library
Form Templates in the Library module allow you to save the sign-up forms you've designed for future use. This means you don't have to create a new sign-up form every time you want to send one out, but can use the ones that you've saved in ...
How to add images to Library
The Images tab under Library module allows you to upload or import images and store them for future use. How do I upload images to the Library? You can upload an image either from your computer or from a web URL. Zoho Campaigns only supports images ...
How to set up integration with Zoho CRM
Prerequisites Before integrating your Zoho Campaigns account with Zoho CRM, please check that you meet the following requirements: You have active user accounts in both Zoho Campaigns and Zoho CRM to sync contacts/leads. If you need to sync custom ...
Use cases related to Zoho CRM sync
To stay compliant with GDPR, you need to keep certain key points in mind while you sync your Zoho CRM contacts/leads with Zoho Campaigns. In both the applications, the purpose and the lawful basis of processing data might be different. Before you ...
How to configure sync settings
Configure your sync settings to keep all of your campaigns and contacts updated across both applications. With options to push campaigns to CRM and update your contacts and campaign member status, you'll be able to better execute your campaigns and ...
Push data to Zoho CRM
You can push your contacts based on their status (opens and clicks) to the Contacts and Leads modules of Zoho CRM account. Contacts who meet the following criteria will be pushed to respective modules in Zoho CRM, Contacts who have the value in the ...
Integrate with Zoho Flow
Zoho Flow is an integration platform which connects cloud applications. It helps you set up workflows to automate information exchange among the apps you use. With Zoho Flow, you no longer need to learn code to integrate. Zoho Campaigns lets you to ...
Integrate with Zapier
In this guide, you'll learn about the various triggers, actions, and searches supported by Zoho Campaigns in Zapier. Also, you'll learn about the pre-requisites to connect with Zapier, and the common problems faced while making a Zoho Campaigns Zap. ...
Integrate with CRM applications
Integrating your CRM account with an email marketing software helps you to establish a strong relation with your contact base and improve contact engagement. You can keep a track of each and every action that you take, eventually creating a complete ...
Zoho Campaigns plugin for WordPress - Version 2.0
Connect WordPress with your Zoho Campaigs account, import your signup forms from Campaigns and embed them in your webpages and grow your contact lists substantially. Make the best out of sophisticated automation for your WooCommerce store and earn a ...
How to install and use Zoho Campaigns plugin in WordPress
Zoho Campaigns plugin for WordPress allows your blog visitors to subscribe to your mailing list. All you need is to create a mailing list based sign-up form which can be embed in your website/blog using a short code. Zoho Campaigns has updated the ...
How to integrate with image hosting services
Zoho Campaigns integrates with different image hosting sites such as Bigstock, Giphy, Google Photos, Unsplash and, Flickr. You can import images from them. Integrate with Bigstock 1. From the Navigation toolbar, click Settings. 2. Choose Apps under ...
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