Zoho Campaigns
What will cause actions to stop?
Actions will stop due to the following reasons: If the action is 'Add to another list', the target list (i.e. the list you've selected to add the subscribers to) may have been deleted. If the action is 'Push to Zoho CRM', the custom field mapped to ...
When will a workflow stop?
Instant and time-based workflows will stop when the source list has been deleted. all of the defined actions have been stopped. custom fields used in the workflow criteria have been deleted. One-time workflows will stop after triggering at the ...
Can I edit a workflow after activation?
No. Once a workflow has been activated, it cannot be edited.
What will happen if I reorder Time-based workflows?
Reordering time-based workflows in the list view will not have any impact on the execution order of your workflows, as time-based workflows trigger on the scheduled date and time.
What is the order of execution for instant workflows?
Instant workflows will be executed in the order of their creation. You can change the order of execution from the list view. Execution order is always from bottom to top.
Can a workflow in draft be associated with any entities?
No. Activate the workflow before associating it with any entities.
How many entities can I associate with an activity-based workflow?
You can associate any number of entities with one workflow provided the workflow is active.
Which entities can be associated with an activity-based workflow?
You can associate campaigns and signup forms with an activity-based workflow. Make sure that the workflow is active before you associate them.
How do I change the criteria pattern?
If you choose to use all six criteria, the default pattern is "( ( ( ( ( 1 and 2 ) and 3 ) and 4 ) and 5 ) and 6 )". However, you can choose between the operators 'And' or 'Or' between the conditions. If you wish to change the position of ...
How many conditions can I set as criteria?
You can give a maximum of 6 conditions as criteria and change the pattern as you wish.
When will an activity-based workflow trigger?
Activity-based workflows will trigger for contacts as soon as they perform the specified action.
On whom will an activity-based workflow trigger?
This workflow will trigger for contacts who perform specific actions. For example, if you set an activity-based workflow for campaign opens, it will trigger for any of the contacts who open the campaign.
When will a time-based workflow trigger, and who will it trigger for?
This type of workflow will trigger on any contacts who meet the specified criteria. You can make these workflows run once or periodically at a specific time.
When will an instant workflow trigger, and who will it trigger for?
The workflow will trigger for any contacts as soon as they meet the specified criteria.
What is the difference between a workflow and an autoresponder?
An autoresponder allows you to send out emails and SMS messages based on a single condition. You can send followup messages with the same autoresponder. Using a workflow, you can perform multiple actions based on multiple criteria, but to create ...
What will happen to my autoresponders if I downgrade my subscription?
If your subscription gets downgraded, your autoresponders will be suspended and you will receive a notification email. When you renew your subscription, the autoresponders can be restarted.
Can I send chain campaigns to recipients who have opened and clicked my autoresponder messages?
Yes. To send a chain campaign to these contacts: From the autoresponder timeline, navigate to the Reports section and click Create Campaign. Select Opened or Unopened from the dropdown menu. Select All messages or Any message from the dropdown menu. ...
What is the maximum number of messages per autoresponder?
You can create and send a maximum of 60 messages per autoresponder.
What is the difference between date-field autoresponders and calendar autoresponders?
Date field autoresponders are sent based on the date in the date field. This date won't be the same for all contacts. Calendar-based autoresponders are sent based on the date and time you schedule.
Will End-of-Series actions be performed on contacts who have exited the autoresponder series?
No. Any contacts who do not match your filter criteria will stop receiving the series and End-of-Series actions will not be performed. The end-of-series actions will only be performed when the last message of a series is sent to the subscriber.
What causes an autoresponder to stop?
Autoresponders will be stopped for the following reasons: When the source mailing list or segment has been deleted. When the date field associated with a date-field autoresponder has been deleted.
Can I create more than one cyclic autoresponder series with the same frequency?
Yes. Any number of series can be created for the same frequency.
How frequently can a cyclic autoresponder be sent?
Cyclic autoresponders can be sent on a daily, weekly, monthly, and yearly basis.
How can I set lead nurturing exit criteria?
Lead nurturing exit criteria can be based on subscriber field information.
How to import contacts from Zoho Books?
Zoho Campaigns integrates with Zoho Books to help you build your mailing lists. The integration lets you import contacts from Zoho Books as subscribers in Zoho Campaigns. You can map custom fields in Zoho Books to Zoho Campaigns to maintain your ...
How to import contacts from Zoho Reports?
Zoho Campaigns integrates with Zoho Reports to help you build your mailing lists made out of analyzed data reports. The integration lets you import contact data from your database tables into Zoho Campaigns. You can map custom fields in Zoho Reports ...
How can I map additional fields in a Shopify sync?
You can map additional fields by clicking the Map more link. For example, you can map the Purchase date field from Shopify to a custom field in Zoho Campaigns. Purchase date (Shopify) = Purchase date (Zoho Campaigns custom field)* *To add a new ...
I want to import contacts who sign up via a newsletter sent from my Shopify store's sign-up section. Can I set up a sync to do this?
Follow the steps below:
1. Integrate your Shopify account with Zoho Campaigns.
2. Create a new sync and for Sync description, select Group as Customer option.
3. Select the relevant group to import subscribers associated with the sign-up section ...
My periodic sync of Zoho Creator has become inactive before the configured time period. Why did this happen?
If you change the application link name or the view link name in your Zoho Creator account, all syncs associated with the older link names will become inactive and cannot be reactivated. Create new syncs whenever you change either of the links ...
Can I edit the details of an inactive Zoho Reports sync?
You cannot edit sync details after saving it. Instead, create another sync implementing whatever changes you need to make in Sync Details page. You can have a maximum of 144 active Zoho Reports syncs at once.
I want to sync contacts who attended the most recent event from a Zoho Reports table into a mailing list in Zoho Campaigns. How can I do this?
You can add criteria while creating the sync. In the Sync Details page, choose Criteria in the Sync field and add the following criteria: Events Involved contains Event_Name Now, only contacts match the above criteria will be synced to your mailing ...
I want to map the Product Category field from a table in Zoho Reports. I cannot find it under the pre-mapped fields, how can I map it?
You can use the Map more option in the Mapping fields step during sync. Product category is not a default field in Campaigns, so you will need to add a custom field for it. You can do this from the Mapping fields page during Zoho Reports sync. 1. ...
I have a Zoho Reports query table, can I sync it with a Zoho Campaigns mailing list?
Yes, you can sync a Zoho Reports query table with your Zoho Campaigns mailing list. Query tables contain data filtered from multiple Zoho Reports tables based on a Select query. You can import query tables data as subscribers into a mailing list. ...
Is it possible to set up a periodic and two-way sync possible with Zoho Creator?
No, periodic and two-way sync is not possible. Sync is one-time and permanent.
How do I map Zoho Creator fields with Zoho Campaigns fields?
pen a sync's Details. Click Edit and choose Edit Mapping. You can map your fields in this page.
How do I create a new Sync to Zoho Contacts?
Follow the steps below to create a sync between Zoho Contacts and Zoho Campaigns. From the Navigation toolbar, choose Contacts and select Sync Services. Go to Zoho Contacts and click New Sync. Enter a name for the sync and choose the mailing list ...
How to import contacts from Zoho Docs?
From the Navigation toolbar, choose Contacts and then All Contacts. Go to Add tab. Hover over Zoho Docs and click on Import button Choose a mailing list and the file from which you need to import. Click Import.
Is Periodic Sync possible with Zoho Contacts?
No, periodic sync is not possible. Sync between Zoho Contacts and Zoho Campaigns is non-recurring.
How do I add a new sync in Zoho Creator to import contacts?
Follow the steps below to initiate a sync between Zoho Creator and Zoho Campaigns: From the Navigation bar, select Contacts and select Sync Services. Go to Zoho Creator and click New Sync. Enter the Sync Name, Application, View and mailing list. ...
Can I import contacts from my computer?
Yes, you can import contacts from the computer. From the Navigation toolbar, choose Contacts and select All Contacts. Click Import, then select From file. Choose a .csv or an excel file by clicking and dragging the file to the specified space. Select ...
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