Zoho Campaigns
My contacts say that they are still receiving email campaigns after they unsubscribed. How can this be resolved?
Opt-in contacts can use the Unsubscribe link to remove themselves from the mailing list they signed up for. When they unsubscribe from a mailing list, they also have the option to remove themselves from the organization, which will remove them from ...
Is there a size limit for videos added via a video merge tag?
You need to upload the video link when you create a video merge tag. The video will still be hosted from the external service, so the size of the video does not make any difference to Zoho Campaigns.
What are the email and social default values?
The email default value is the filler value that will appear in email campaigns if a field is empty. The social default value is the filler value that will appear in social campaigns or campaigns that are shared socially if a mapped field is empty. ...
Is there a way to make your contacts add you to their contact list without directly asking them to do so?
You can be added as a safe sender or contact in your contacts' inboxes by including a vCard tag in your email content. A vCard is an attachment with the sender's contact details. If you add this merge tag to your email campaign, your contact details ...
How can I embed my survey link in the email content for a survey campaign?
You can use survey merge tags to do this. Survey merge tags are used to embed the survey name and survey link in the content section. You can view the survey name and link in the merge tags section of your content creation page. Copy the merge ...
Who can set email limits?
Only organization administrators can set email policy.
How do I know if any contacts are restricted by email limits?
During the campaign review process, if subscribers in the selected mailing list are restricted by email limits, you will be notified of the count of the same. Administrators get notified via the notification bar when a campaign has been requested ...
Where can I see the exemption request status?
Users will be notified (Notification bar) about the status of the exemption request.
What happens if I skip the exemption process?
If you proceed with an email campaign and skip the exemption process, subscribers restricted by email limits will not receive the campaign.
As the organization administrator, how do I exempt my contacts that have met their email limits?
Administrators of the organization can exempt their subscribers and help them receive an important campaign: Proceed to the review step in the campaign sending process. Under Email-Sending Policy, you will see the restricted contacts count. ...
I'm allowed to send n number of emails per week within a certain time interval. How does the time period work?
Here's an example to illustrate the time interval system: You have sent out the first email for the week at 9.00 AM on Monday and the time interval between two emails is two days with a weekly limit of three emails. You can start sending out the ...
Who has content approval privileges?
Only the organization administrators can approve content.
Where can administrators see the campaigns submitted for content approval?
Administrators will be notified when campaigns are submitted for content approval.
Where can I see the status of a campaign I've requested content approval for?
Users will be notified about the status of campaigns they've submitted for content approval.
Can I skip the content approval process?
No. Users who have been marked to go through the content approval process cannot send out campaigns unless the campaign content has been reviewed and approved by an administrator.
Can users and administrators discuss a campaign during the content approval process?
Yes. Users and administrators can post comments about a campaign while it's in the approval process. This helps users know how their administrators feel about the content so they may refine it. To discuss a campaign in the approval process, click ...
How do I edit my profile?
From the Navigation toolbar, click Settings and choose My Profile. Click the Edit button at the top-right corner. Click Update to save your changes.
How do I edit my company profile?
From the Navigation toolbar, click Settings and choose Company Profile. Click the Edit button at the top-right corner. Click Update to save your changes.
How do I add a logo to the email footer?
There are two ways to do this: From the Navigation toolbar, click Settings and choose Company Profile. You'll see an option to add a Brand logo. Select an image file from your computer and upload it. OR From the Navigation toolbar, ...
How do I edit a campaign theme?
From the Navigation toolbar, go to Settings and select Themes. All themes you've used in your email campaigns will appear here. Click the Edit icon to make changes If the theme you're editing is associated with campaigns in"Scheduled" or "Reviewed: ...
I want the same campaign theme for all my email messages. How do I set one?
When you create a campaign theme by selecting Settings and choosing Themes, you'll see Set as Default displayed beside each theme . Click the one next to your chosen theme.
How do I remove the Zoho Campaigns logo from my footer?
As long as you are a free user of Zoho Campaigns, the logo will be displayed in the footer. You'll need to upgrade to a paid version to remove it.
How do I create a custom field?
From the Navigation toolbar, go to Settings and then click Custom Fields. Click on Add New and choose Contact Field or Account Field. Select a Field Type. For example, select Integer if you want to have numerical data. Scroll through the list and ...
How do I add a video in my email campaign?
You can add a video from Youtube or Vimeo in your email campaign. Video Merge tags are used for that. You can find them in Settings --> Merge Tags --> Video Tags.
How do I edit predefined merge tags?
No you can’t edit predefined merge tags. You can create your own merge tags.
How do I make my own Merge tags?
You can. You must first create a Custom field and then create a merge tag for it. Just follow the steps below. From the Navigation toolbar, go to Settings and click Custom Fields. Click Add New and choose Contacts Field or Account Field. Select a ...
What is tab visibility?
Tab visibility is a special control option. Disabling the tab visibility of a module means the user will not be able to view that module in the product.
What does access control option do?
Access is the master control option which controls direct module or cross-module access to data within the organization. By default, this setting will be enabled if a user chooses create, modify, or delete.
How can I create a custom role?
Users with administrator privilege can add new roles. From the Navigation toolbar, click Settings and select Manage Users. Click Roles and Privileges. Click Add button and select Role. Enter the role name and click Add. Assign the required privileges ...
How do I assign a custom role to a user?
Users with administrator privilege can assign custom roles. From the Navigation toolbar, click Settings and select Manage Users. Go to the Users tab. Click on the Assign Role link which is present beside the username. Select the role in the Change ...
What happens to my data if my account gets deactivated?
Your data is safe with us. In case your account is deactivated, we'll send you an email with a link to download your Zoho Campaigns compressed data. Download your Zoho Campaigns data before we permanently remove it from our system.
Creating custom fields
Zoho Campaigns allows you to create your own custom fields for your subscribers where you can store the extra information. With Custom fields, you can feed any type of information, set character limit and use them to save data which are specific to ...
What is a List key?
List key is used to add contacts to a mailing list via API method. It is used as an authentication parameter and represents the mailing list you're trying to access.
How do I send an email campaign to a segment?
Open the Contacts tab and select Manage Lists. Click any mailing list and switch to the Segments tab. Click the create Campaign icon present on the right of the segment name.
Can I send an Autoresponder to multiple segments of a mailing list?
No, it is not possible to send an Autoresponder to multiple segments of a mailing list.
Where can I find the user agent stats?
Open Contacts tab from the navigation bar and select Manage Lists. You will get the list view of all your mailing lists. Click any mailing list.
Where can I view the contacts from my city, region and country?
You can view the local contacts by checking the list detail view. Open Contacts tab from the navigation bar and select Manage Lists. You will get the list view of all your mailing lists. Click any mailing list. In List Detail View, you can find the ...
What are the file formats supported while importing contacts?
We support files formats with extensions such as .csv, .xls and .xlsx.
How do I enable signup form subscription for a mailing list?
You can enable signup form by editing the mailing lists. To edit a list, follow the steps below: Open Contacts tab from the navigation bar and select Manage Lists. You will get the list view of all your mailing lists. Click More option and ...
How do I edit a mailing list?
Open Contacts tab from the navigation bar and select Manage Lists. You will get the list view of all your mailing lists. Click More option and select Edit list. Make the changes in the pop-up window that appears and click Save.
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