Zoho Campaigns
How to import contacts from Google Drive?
From the Navigation toolbar, choose Contacts and then All Contacts. Click Sync button. Hover over Google Drive and click on Import button Choose a mailing list and the file from which you need to import. Click Import.
How to import contacts from One Drive?
From the Navigation toolbar, choose Contacts and then All Contacts. Click Sync button. Hover over OneDrive and click on Import button Choose a mailing list and the file from which you need to import. Click Import.
How to import contacts from Box?
From the Navigation toolbar, choose Contacts and then All Contacts. Click Sync button. Hover over Box and click on Import button Choose a mailing list and the file from which you need to import. Click Import.
How can I map additional fields in Office 365 sync?
You can map additional fields by clicking the Map more link. For example, you can map the Birthday field in Office 365 to a custom field in Zoho Campaigns. Birthday (Office 365) = Birthday (Zoho Campaigns custom field)* *To add a new custom field ...
I have synced contacts from Zoho Books. Out of 100 contacts, only 75 of them were synced. Why did this happen?
This might happen if those contacts have already been added to Zoho Campaigns as subscribers. Check if those subscribers are already added. There can be many other reasons why some of the subscribers were ignored. You can view the sync report in the ...
I want to map the Shipping Code field from a table in Zoho Books. I cannot find it under the pre-mapped fields, how can I map it?
You can use the Map more link in the Mapping fields step of your 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. ...
What is a default signup form?
A signup form that lets recipients join a mailing list via the Subscribe link present in email footer link is a default signup form.
A mailing list already has a default signup form. Can I make another signup form associated to it as default?
Definitely. You can make any signup form associated to a mailing list as default. Open the Contacts tab and click Forms. You will get the signup form list view with the associated mailing list mentioned. Hover over any form and click ...
How do I make a copy of a signup form?
You can create a replica of your signup form using the clone option. Open the Contacts tab and click Forms. You will get the signup form list view. Hover over any form and click Clone icon to complete the action.
What is a thank you page?
A thank you page is a site page that a contact gets redirected to on filling a signup form. Zoho Campaigns provides a signup thank you page and confirmation thank you page.
Some of the contacts have not been pushed to Zoho CRM. Why is this happening?
Contacts will not be pushed if: They have already been synced from Zoho CRM.
Mandatory fields such as first name, last name, email address are not available.
The campaign is not sent to the mailing lists configured in the Configure Mailing ...
When will my CRM syncs be disabled?
Your CRM syncs may be disabled due to one of the following reasons: * Invalid ZSC key (if you've changed the ZSC key in CRM and failed to update it in Campaigns).
* If your Campaigns subscription has expired.
* If you've downgraded your Campaigns ...
When do I change my Zoho CRM ZSC key in Zoho Campaigns?
The only two times you would need to change your ZSC key in Zoho Campaigns are: * If you change the ZSC key in Zoho CRM.
* If you change the primary email address in your CRM account.
How do I exclude contacts already opted-out in Zoho CRM?
To exclude email opt-out contacts: Import only active Contacts and ignore opt-out contacts in CRM during the sync to the Campaigns list. There are two types of opt-out contacts are: Remove from mailing list – If a contact opts out in CRM, it will be ...
How do I integrate multiple Zoho CRM accounts?
To integrate multiple Zoho CRM accounts: From the Navigation toolbar, select Subscribers and select All Subscribers. Click Sync tab and click on New CRM Account. Specify the following: a) Email Address: Enter your Zoho CRM account’s ...
How do I import newly added subscribers from Zoho Campaigns to Zoho CRM?
Yes, it is possible to push your newly added contacts from Zoho Campaigns to Zoho CRM account. You can push a contact along with selected fields to Zoho CRM.
How do I edit retrieve details?
You can edit the retrieve details such as retrieve interval, data to be retrieved and sync contacts configuration by clicking Edit > Edit Retrieval Details in the Sync Detail View.
Can I use the same view for multiple syncs?
By default, you cannot use the same view for multiple syncs. We strongly suggest that you use a different custom view when syncing multiple times. If you must use the same view for multiple syncs, contact us at support@zohocampaigns.com.
What happens when the number of contacts getting synced exceeds my plan limit in Zoho Campaigns?
Once you reach your subscription plan limit, we will disable all the active syncs and send an email notification to you. After you upgrade your plan you will need to enable all your syncs again.
How can I avoid exceeding the sync limit of 10/day and 50/month?
There are two ways you can avoid this. If you begin with syncing all Contacts and Leads from Zoho CRM to Zoho Campaigns then you can create segments to filter the contacts/leads based on criteria and target email campaigns to a particular set of ...
What are the prerequisites to integrate with Zoho CRM?
Before integrating your Zoho CRM account with Zoho Campaigns, please check that you meet the following requirements: You have active user accounts in both Zoho Campaigns and Zoho CRM to sync contacts/leads. Zoho CRM administrator status to access ...
How do I generate the ZSC key?
ZSC key refers to the Zoho Service Communication Key. This is required to integrate your Zoho CRM account with Zoho Campaigns. To generate your ZSC key in Zoho CRM: Log in to Zoho CRM. Click the Settings icon, then select Setup at the top-right ...
Why can't I sync "info@zylker.com" in my contacts?
Any contact that starts with "info", "sales", "admin", "jobs", or "office" will not be imported. These types of email addresses are excluded because when sending an email campaign to a group email address it has a high chance of getting marked as ...
What will happen to the converted leads in Zoho Campaigns?
Exclude Converted Leads: It will ignore Leads that have been successfully converted to Contacts. This is exclusive to Leads module only. Click the Initiate button to sync contacts from Zoho CRM.
How do I edit field mapping?
You can re-map or map more fields for your sync settings by clicking the Edit Mapping link in the Sync Detail View.
How do I sync leads with a specific view?
To sync leads from a specific view: Log in to Zoho Campaigns. 2. From the Navigation toolbar, click Subscribers > All Subscribers. Select Sync and click on Add New Sync. In Set up Sync page, go to Leads > Criteria to select a view. Now, set ...
When I sync contacts, there are few don’t get imported. How to find them?
You can view the missing contacts by viewing the Import Details. Follow the instructions below: Go to Sync and click Sync Name. Click View Details to view the Invalid Contacts.
How can I avoid syncing converted leads when creating a CRM sync?
Exclude Converted Leads option will ignore leads that have been successfully converted to contacts. This can only be used in the Leads module. The converted leads will be ignored in all further syncs you create in any module. This means that you ...
How do I update deleted contacts in Zoho CRM?
Update deleted contacts: Contacts that were imported and removed from CRM will also be removed in your Campaigns list. Remove from mailing list - Deleted contacts in CRM will be removed from the imported list present in Zoho Campaigns. Remove from ...
How do I update bounced contacts in Zoho CRM?
You can delete the (hard) bounced contacts by creating a custom view for bounced contacts in Zoho CRM and performing a mass delete. You can also use Push Member Status as Fields in Zoho CRM feature to update the email campaign-related statuses such ...
What is the difference between unique opens and total opens?
Unique Opens - Number of recipients who opened your email campaign. Total Opens - Number of times the recipients opened your email campaign. For example: Number of times Rob opened the email - 4 Number of times Doug opened the email - 3 Number of ...
Can I send follow-up emails to users who have opened my emails?
Yes. To send follow-ups to those who've opened your emails: From the navigation toolbar, choose Reports and select Sent Campaigns. Select the campaign to send follow-ups for. Click the Send Follow-up button. Under Chain Campaign, select 'For Opens' ...
Can I edit a campaign after it has been reviewed or sent?
You can edit a campaign even after it has been reviewed. But once a campaign has been sent, you will need to clone it to use the content again. If you are using a particular campaign's content frequently, then you can save it as a template in ...
What is "Email opens from unknown location"?
When you send emails through Zoho Campaigns, and if you have opted to get the location data of the email recipients, the data along with the open and click rates will be displayed in the campaign reports. The open rate is tracked with the help of a ...
What does ‘Unique open’ mean?
If a recipient opened a campaign for the first time, it will be counted as a ‘unique open’. Repeated opens are not counted as unique opens.
What is ‘User Agent Stats’ in reports?
Here you can see what devices your recipients have used to view your email campaigns. The data is expressed in percentage for Mobile, Tablet and Computer. Additionally, you can also see their operating system, email clients and web browsers.
What does ‘marked spam’ mean?
It means that the email campaign has been marked as junk due to irrelevant or unsolicited content. It also includes cases where an email has gone to abuse@zohocampaigns.com
Can I automate emails for people who have opened/clicked my emails?
If you have the monthly subscription plan, you can create an autoresponder for 'opened' recipients. To do this, follow these steps: From the navigation toolbar, choose Automation and select Autoresponder. Select Email action. Name the autoresponder ...
What are ‘unopens’?
Emails that have been received, but not opened by the subscribers are counted as 'unopens'
What is 'click activity'?
This is a report element that gives detailed statistics for links in a particular campaign. To find the link click activity for a particular campaign, follow these steps: From the navigation toolbar, choose Reports and select Sent Campaigns. Select ...
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