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[Related FAQs]
The contacts module has been subdivided into divisions for nothing but easy and smooth operations and management of managing your subscribers.
All Contacts
Add Contact
Adding a contact individually, allows you to store additional information against a respective email address only.
- Click Contacts tab --> All Contacts --> Add Contacts
- In the Add new Contact page, do the following:
- Add Basic Details such as, email, first name, last name, company name, and phone.
- Click More Details to add address information, website link, and notes if required.
- Click Custom Information to create your own custom fields to add more information.
- Associate contact to mailing list.
- Check the existing list boxes to associate contacts to existing list(s). (You can associate contacts to multiple lists).
- Click Add more list link to create and associate the contact to a new list.
- Select Allowed/Not Allowed (Allows/Denies subscriptions through your signup form).
- Click Save.
Note:
- Contact email is a mandatory field.
- Selecting a list Allowed/Not Allowed is mandatory.
Add Multiple Contacts
This is a quick add option, allowing you to add a maximum of 20 contacts by adding their email addresses only.
- Click Contacts tab --> All Contacts --> Add Multiple Contacts
- In the Add multiple contacts page, do the following:
- Enter multiple email addresses
Press ENTER to separate more than one email address - Check the existing list boxes to associate contacts to existing list(s). (You can associate contacts to multiple lists).
- Click Add more list link to create and associate the contact to a new list
- Select Allowed/Not Allowed (Allows/Denies subscriptions through your signup form).
- Click Save
Note:
- You can enter a maximum of 20 email addresses.
- If you want to enter a higher volume of subscribers, please use the "Import Contacts / Import From File" option and import your contact file.
- Selecting a list Allowed/Not Allowed is mandatory.
Import Contacts/Import From File
Import multiple contacts from a spreadsheet or a similar file. This feature allows you to either migrate your contacts from a different application or to execute a mass update at once.
- Click Contacts tab --> All Contacts --> Import Contacts
- In the Import multiple contacts page, do the following:
- Click Browse and select the file that you want to import
- Select the mailing list check boxes to which you want to associate the contacts that you import. (You can associate contacts to multiple lists).
- Click Add more list link to create and associate the contact to more mailing lists.
- Select Allowed/Not Allowed (Allows/Denies subscriptions through your signup form).
- Click Next. The contacts will be imported and the import details will be listed.

Map your fields. After the file has been selected, Zoho Campaigns will display column headings. Please map / match the column heading from your file to their appropriate labels. After mapping necessary fields check respective boxes if, you want to re-add removed contacts and update existing contacts.
- Click Import, to complete importing your contacts
- Once your import is complete, you can view your import history. In case you want to view your import history in future, select Contacts tab --> Import history

Note:
- Mapping the contact email field is mandatory.
- You can import .CSV, .XLS and .XLSX formats.
- Selecting a list Allowed/Not allowed is mandatory.
Edit Contacts
There are times when you would actually realize to edit certain fields after you've added a contact to your mailing list. To edit a contact, rollover your mouse on the email address and an edit link will be displayed on the right end of the same row. Click on the edit link to make necessary changes to the individual contact and click save to secure the changes made.
- Click Contacts tab --> All Contacts
- Click the contact you want to edit
- Click Edit and make necessary changes
- Click Save
Export Contacts
There are always possibilities that you want to export your contacts from Zoho Campaigns to your desktop. You can export your contacts by:
- Click Contacts tab --> All Contacts --> Export Contacts.
- In the Export Contacts page, do the following:
- Select the category of contacts that you want to export.
- Active Contacts
- Do Not Mail Contacts
- Bounced Contacts
- Blocked Contacts
- Recently Added Contacts
- Select the check boxes for the fields that you want to export. By default, Contact Email will be selected.
- Select the format in which you want the contacts to be exported in.
To export individual contacts or a selective group of contacts:
- Click Contacts tab --> All Contacts
- Select the check boxes next to the email address and click export that appears on the tool bar above the email addresses. Please note that this option does not allow you to make a detailed selection of fields or the format of the file being exported.
Delete Contacts
To delete a single contact or multiple contacts one way of doing it is:
- Click Contacts tab --> All Contacts
- Select the checkbox next to the email address and click Delete in the toolbar that appears above
or, the other way to delete single contacts is:
- Click Contacts tab --> Contact (Click on the contact you wish to delete)
- Click Delete in the contact detail view page as shown below
Import to Do Not Mail
There are organizations who store data containing contacts whom they don't wish to email in future. In such cases, to ensure those contacts are not disturbed, this feature will be pretty helpful for corporations to directly import them to "Do not mail" and keep them as a separate list while signing up for Zoho Campaigns. To import a file directly to Do Not Mail:
- Click Contacts tab --> All Contacts
- Click Import Contacts --> Import to Do Not Mail
- Click Ok to confirm
The reason we ask for a confirmation is to ensure that you're not importing your contacts without knowing. The moment your contacts are imported to Do Not Mail, like we said earlier, no one from your organization will be able to email respective subscribers.
Alternatively,
- Click Contacts tab --> All Contacts
- Select the checkbox associated to the contact(s) you want to move to Do Not Mail
- Click Do Not Mail
- Click Ok to confirm
Copy To List
- Click Contacts tab --> All Contacts
- Select the checkbox associated to the contact(s) you want to copy to list
- Click Copy To list
- Select the list you want to associate the contact to
- Click Add Mailing list, in case you wish to associate this contact to another list
- Click Save
Add Mailing List
(a) In the Add New List page
- Click Contacts tab --> Mailing Lists --> Add Mailing list
- In the Add new List page, enter the name of the list and assign an appropriate name
- Click Save & Add Contacts to save the list and add contacts to the list.
(b) Add Subscribers to the list
Enter manually and click Save If it's a maximum of 20 email addresses.
(c) if by any chance you wish to add more than 20 email addresses at one time,
- Click Import Subscribers
- Click Browse and select the file you want to import
- Click Upload
(d) Map your fields
After the file has been selected, Zoho Campaigns will display column headings. Please map / match the column heading from your file to their appropriate labels. After mapping necessary fields check respective boxes if, you want to re-add removed contacts and update existing contacts.
Click Import, to complete importing your contacts.
Once your import is complete, you can view your import history. In case you want to view your import history in future, select Contacts tab --> Import history.
Note:
- Mapping the contact email field is mandatory.
- You can import .CSV, .XLS and .XLSX formats.
- Selecting a list Allowed/Not allowed is mandatory.
Merge Mailing List
If you feel the same set of subscribers from two different lists are interested in the same product / newsletters you can choose to merge two or more list(s) to one list.
- Click Contacts tab --> Mailing Lists --> Merge Mailing list
- Select the list check boxes that you want to merge
- In the Merge List page, select from the drop down list box to which list you want to merge the contacts (in case you want to merge to existing list(s)).
- Click Merge to new list to merge your contacts to an entirely new list and select Allowed/Not allowed
- Check the box Delete from lists after merging if you want to delete the lists from which you're merging contacts.
- Click Merge

Export List
At one point you might find a lot of subscribers in your list whose contact details you might want to save. To do this, we let you export your list and save it on your computer.
- Click Contacts tab --> Mailing lists --> Export Mailing list
- Select the list check boxes you wish to export
- Select the contact fields you wish to export while your contact list is being imported
- Select the file in which you want your contacts to be exported.
Edit List
There is every little chance that you would want to edit your list no matter when you added your list. Editing a list allows you to change your list name and allow or restrict subscriptions through your signup form.
To make changes to your list, you can do it in either of the ways:
- Click Contacts tab --> Mailing lists and click on the list name you wish to edit
- Click Edit List
- Click Save after making necessary changes
Alternatively,
- Click Contacts tab --> Mailing list and mouse over on the list name you wish to edit
- Click Edit
- Click Save after making necessary changes.
Delete List
You might at any point of your email marketing business feel a list is absolutely useless and might want to get rid of the list. Well, though you can delete a list, you don't have to necessarily delete contacts in the list. You can delete just the list and still maintain the contacts associated to the list.
- Click Contacts tab --> Mailing lists
- Mouse over on a respective list name you want to delete
- Click Delete
- In the confirmation pop-up select the checkbox to delete contacts associated to the list
- Click Ok to confirm
Alternatively,
- Click Contacts tab --> Mailing lists and click open the list you wish to delete
- Click Delete list
- Select the checkbox if you want to delete contacts associated to the lists
- Click Ok to confirm
Segment your list
This is a type of filter for you to list out a set of particular contacts based on a criteria in a list. You can separate contacts using basic details such as first name, last name, company name, state, country and other custom info and campaigns can be sent out to a particular set of contacts no matter how huge your list may be. To create a segment for a list:
- Click Contacts tab --> Mailing lists and click open the list you want to segment
- Click Add Segment
- Enter Segment Name to identify the segment. This is purely for your own reference and identification
- Set Segment Criteria based on which you're going to filter out your contacts in that huge list
- Click Save

Alternatively,
- Click Contacts tab --> Mailing lists
- Click Add Segment in the list you want to create a segment
- Follow the above steps

Note:
- Segments can be set only for contacts in a particular list.
Creating a campaign for a segment
You can directly create a campaign for a segment instead of creating your campaign and then selecting the list of recipients and sending it. This saves you a lot more time.
- Click Contacts tab --> Mailing lists
- Create your segment
- Click Segment --> Segment Name associated to the respective list
- Click Create Campaign
- Follow the steps of creating a campaign and send your campaign
Editing a segment
At any time you can always edit a segment that you've created.
- Click Contacts tab --> Mailing lists
- Click Segment --> Segment Name associated to the respective list
- Click Edit and make necessary changes
- Click Save
Delete A Segment
You might've create a segment ages back for one of your email campaigns which you find no longer useful and applicable to that respective list. You can always delete a segment and create a new one if need be or just delete your segment.
- Click Contacts tab --> Mailing lists
- Click Segment --> Segment Name associated to the respective list
- Click Delete
- Click Ok to confirm
Embed a signup form on your website
Your subscribers will obviously need a source to signup for your emails. To do this you can embed signup forms in your website and help your viewers signup to your mailing list(s).
- Click Contacts tab --> Mailing lists
- In the Mailing lists page, do the following:
- Click the respective list for which you want to integrate a signup form on your website
- Click Signup form to view the signup form code which when embedded in your website will allow viewers to subscribe to emails relating to the respective list
- Decide on the style you want your signup form to be in and by clicking the Preview button, you can choose to preview your signup form and make necessary changes if needed before applying the signup form to your list
- Click Edit to edit contact fields in the signup form if you feel the need to do so after preview
- Copy and embed the code given based on your requirement
- Signup Response URL - You can enter a URL to which your subscribers will be redirected to after a successful signup.
Turn the Signup response URL
Enter the URL to which you wish to redirect your subscribers after successful signup
Click Save

Note:
- You can integrate a signup form to your website only for lists that allow subscriptions through your signup form.
- Design Themes for your signup form. Now, that you know how to embed signup forms to your website to help your viewers and leads to signup for your emails, we let you deign some nice looking themes for those signup forms. Give your subscribers a feel good factor while signing up. Use different style and color to attract your website viewers.
- Click Settings tab --> Signup form themes
- Click New Theme to create a new theme and enter theme name
- Check the box to Save as default theme, only if you want to save the respective theme as default theme for your list(s)
- Click Save
Preview for signup page
- Click Browse and select the image file (your brand logo) you want to upload
- Configure necessary changes in the signup form
- Click Save
- On the top of your page, to your right, from the customization page drop down list box you've an option to select the signup form, thank you page, signup embed button and the signup embed form and make necessary changes you need
- Click Save
At any time, we let you preview your signup form with the theme you have designed which will help you to either apply the respective theme or make changes to the theme.
- Click Preview to have a look at your designed theme
- Click Save if you've decided on the theme you're interested in applying for your signup form.
The Save button is an editable button, which means you can customize your content in the respective button and you don't have to stick to what we display.
Note:
- You can create multiple themes that can be applied to multiple lists.
- The first theme you create will be the default theme. If you don't create a theme, the general theme will be used.
- A default theme cannot be deleted.
- If you want to delete a default theme, create another theme as default and delete the theme you want.
- Images are loaded in a default size in Zoho Campaigns. To view the actual size of an image, click preview with logo.
- The signup form you view during theme configuration, is only a sample signup form provided for theme creation.
- You can apply a theme to any mailing list and have a look by clicking the preview button of the respective mailing list signup form.
- Avoid removing the tag $[ML:LISTNAME]$, since it is used to replace the list name.
- Thank you message will be displayed only after successful signup.
Editing your signup form theme
You might feel the need to change the design of your existing signup form theme.
- Click Settings tab --> Signup form themes
- Click the edit icon associated to each theme you've created
Now, follow the steps of designing themes for your signup form.
Clone your signup form theme. In case you want to create another theme similar to a theme you've created, all you need to do is, clone an existing theme. The process is similar to that of creating a new theme except for a few differences.
- Click Settings tab --> Signup form themes
- Click New theme and select Clone theme
Select the name of the theme you wish to copy, from the drop down list and enter a theme name (copy of the existing theme). Select the checkbox if you wish to set this theme as the default theme and click Save. Now, you see the same design as the existing theme you copied. Click Save and you'll be notified that the theme has been successfully updated.
Deleting your signup form theme. At any given time, you might want to delete a theme that hasn't been used for long. To delete a theme:
- Click Settings tab --> Signup form themes
- Click the edit icon associated to each theme you've created
- Click Ok, to confirm your theme deletion.

Please note that, you cannot delete a theme that has been set as the default theme. To delete this respective theme, please create another theme as default or set an existing theme as default. Once this is done you can delete the respective theme you wish to delete.
Sync Contacts
We've made importing contacts easier by integrating Zoho Campaigns with Zoho services and Non-Zoho services. There's no more importing of your files needed, all you need to do is configure your sync and decide the frequency of fetching data and we'll do the job for you.
Sync Contacts From Zoho CRM
Zoho CRM sync with Zoho Campaigns is a perfect marriage which provides greater benefit to your business needs such as sales, marketing, watching out your leads and potentials. It gives you the option of importing the contacts list from CRM to Campaigns. It also to views your email Campaign status in your Zoho CRM account. The icing on the cake is that you can view the recipient summary such as open rate, click rate from your CRM account. Now, this is a bang for the buck which will make you manage your business interactions with your customers, on the basis of output received from your email Campaign.
Getting Started
You can configure your Zoho CRM account with Zoho Campaigns in a minimal amount of time.
Prerequisite
• To integrate your Zoho CRM account, it is mandatory that you are a paid user of Zoho CRM.
• You need to have the Zoho Service Communication (ZSC) key which is an authentication code to configure your CRM account. To integrate from a different Zoho CRM account,
- Log in to Zoho CRM account.
- Click on the Setup link at the right top of the page.
- In the Setup page, click Developer Space icon.
- In the Developer Space page, click Zoho Service Communication (ZSC) Key sub tab.
- Copy the ZSC key and paste it in the ZSC key field in Zoho Campaigns.
Integrate your Zoho CRM Account
- Before making Sync with Zoho CRM, you need to configure your Zoho CRM profile to Zoho Campaigns account.
- To configure your Zoho CRM account, go to Contacts module -->Sync Contacts tab.
- Choose the service as Zoho CRM to be integrated with Zoho Campaigns.
- Enter your CRM account’s email address and Zoho Service Communication (ZSC) key which is an authentication code and a mandatory key to integrate your CRM account. To generate the ZSC key, click the link below the box assigned for ZSC key. Learn more on how to generate ZSC key from a different Zoho CRM account.
- Click Save button to proceed.
Sync Contacts from CRM to Campaigns
As you’ve completed your CRM account configuration, it is time to sync your contacts from CRM. To sync the contacts, enter the details related to the sync.
Step 1: Sync Details
- Sync Description - Give a name to your sync description. This is for your reference to remember the sync related contacts.
- Select the Module to Sync - Here, you can select the option to sync the contacts from your contact list or lead list from your CRM account. We do have different options under each selection which makes you sync customized and hassle-free.
- All Contacts/ All Open Leads - In this scenario, all the contacts will be synced from the module, you’ve chosen, respectively.
- Custom View - you can sync the contacts from a specific view which can be either pre-defined, any recently created or modified views or even user-defined views.
- Mailing List Details - This is the mailing list in Zoho Campaigns to which you are going to sync your CRM contacts. We do have the option to add a new mailing list, for your convenience.
- Criteria - Since, the contact module is linked with account fields and potential fields; you can sync the contacts by selecting a particular field from modules such as account fields or potential fields. All you’ve to do is to create a view in account or potential field in Zoho CRM and provide the view name to identify in the box provided and select the criteria to filter the contacts.
Note
You can view the criteria option only under a paid user account and not available for a free trial account.
Step 2: Map Your Fields
In this step, basic details such as first name, last name and email address are pre-mapped by default. You can map your CRM contact fields to existing fields or add a new field.
Fetch Account Fields
You can add new fields related to the accounts module and import account related information by enabling the Fetch Account Fields at the right top of your page.
Note
- This is not a mandatory step and you have the option to configure it later.
Step 3: Sync Configuration
This is the final stage to configure your sync with Zoho CRM and you can set the frequency to fetch the data and select the type of contacts you want to sync with Campaigns.
Fetch Interval - In this option, all new contacts or modified contacts will be synced automatically. This periodic sync will fetch the data depending upon the option you’ve chosen such as daily, weekly or monthly.
Data to be Fetched - You have both the option of importing either all data or by selecting a specific date and time after which contacts have been added to your CRM.
Sync Contacts Configuration - These are the quick checkboxes for your convenience and make it hassle-free.
- Re-add Contacts - You can re-add the deleted contacts in your Campaigns list.
- Update Contacts - You can update any changes made in the contact details, if any.
- Update Opt-Out - This will update the opt-out option in Zoho CRM for those contacts which were unsubscribed from your list in Zoho Campaigns. (Only for contacts imported from Zoho CRM).
- Update Deleted Contacts- Contacts that were imported and deleted from CRM, will also be deleted in your Campaigns list.
- Unsubscribed - Deleted contacts in CRM will be unsubscribed from the imported list.
- Removed - Deleted contacts in CRM will be removed from Zoho Campaigns.
- Exclude Email Opt Out Contacts - It’ll import only active Contacts and ignore opt-out Contacts in Zoho during the sync in Campaigns list. It is classified into 2 types of contacts.
- Unsubscribed- Existing Opt Out contacts will be unsubscribed from the imported list.
- Removed - Existing Opt Out contacts will be unsubscribed from the imported list.
Now, click the “Initiate” button; you’ll be able to sync the contacts from Zoho CRM successfully.
Detail View
Import Details - This will give a detailed history about the total contacts, new contacts, duplicated contacts, ignored contacts and deleted contacts, etc.
Edit Fetch Details – This will let you edit the fetch details and configuration settings.
Note
- We’ve restricted the number of syncs to 5/ day and 15/ month as limit. Hence, it is not possible to sync the contacts more than the prescribed limit.
- To avoid multiple syncs to a custom view, please make use of periodic syncs import data at regular intervals.
Push Campaign Reports to CRM Settings
Create Campaign in Zoho CRM
When you click this option, it will enable the creation of your email campaign with the same name in your CRM account.
Update Campaign Member Status
This option will update your Campaign status depending upon the subscriber’s activity such as open rate and click rate on your email Campaign.
Push Member Status
Zoho Campaigns offers an extra field through which you can push your Campaigns related status such as open rate, click rate or bounce status of every contact in the selected text area of contacts module or leads module in your Zoho CRM account. Later, you can create a view and filter the contacts on the basis of Campaigns’ status.
Prerequisite
Before pushing your campaign status to CRM, make sure you’ve created a text field area exclusive for Campaigns status in Contacts or Leads module. Learn more on how to create a field in Zoho CRM.
To enable Push Member status option,
- Go to Contacts module in your Zoho Campaigns account.
- Click Sync Contacts subtab.
- In Sync Contacts page, Click View Details option.
- Click Campaigns to CRM settings option.
- In Push Campaigns reports to Zoho CRM page, Enable Push Member Status as Fields option.
- Select the Contacts or Leads option and the select a text area Field which can be viewed in the dropdown menu to push the campaign status.
- Click Save & Continue button to proceed.

Note
- Fields selected under “Push Member status” will get updated with the campaigns report and will overwrite the data present already.
- This "Push Member Status"will push the status of recently sent five campaigns.

Push Data to Zoho CRM
In integration with Zoho CRM, you sync the contacts from Zoho CRM to the mailing list in Zoho Campaigns. Using Push data to Zoho CRM feature, you can push an email address along with the open and clicked reports in the related fields in Leads or Contacts module of Zoho CRM. For example, push the open rate and click rate in selected fields of Leads or Contacts module, respectively. In toto, this is a list based activity and involves monitoring the recipients’ activities on the sent campaign status (es) such as open rate or click rate.
Push as Leads
Here, an email address along with its open and clicked status will be pushed from the campaigns ‘mailing lists to the mapped fields in the Leads Module in your CRM account. If a Lead with the same email address exists in your CRM account, then the mapped field details will be updated with the status (es).
- To configure the mailing lists and map fields,
- Go to Contacts module --> Sync Contacts subtab.
- In Sync Contacts page, Click View Details of Campaigns to CRM Settings.
- In Push Data to Zoho CRM page, Click Push as Leads subtab.
- Click the Configure Mailing List and Map Fields call-to-action button related to Clicked Recipients/ Opened Recipients.
- It’ll prompt you to Choose Mailing List page to push the reports in Leads module.
- In the next step, it’ll take you to Map Fields page to map your Campaigns Fields to CRM Fields.

Push as Contacts
Here, an email address along with its open and clicked status will be pushed from the campaigns’ mailing lists to the mapped fields in the Contacts Module in your CRM account. If a Contact with the same email address exists in your CRM account, then the mapped field details will be updated with the status (es).
- To configure the mailing lists and map fields,
- Go to Contacts module --> Sync Contacts subtab.
- In Sync Contacts page, Click View Details of Campaigns to CRM Settings.
- In Push Data to Zoho CRM page, Click Push as Leads subtab.
- Click the Configure Mailing List and Map Fields call-to-action button related to Clicked Recipients/ Opened Recipients.
- It’ll prompt you to Choose Mailing List page to push the reports in Leads module.
- In the next step, it’ll take you to Map Fields page to map your Campaigns Fields to CRM Fields.

Push as Leads or Contacts
If an email address is found in both Leads and Contacts module of your CRM account, then Contacts module will receive the priority in updating the reports followed by Leads module.
Sync your Zoho Contacts
(a) In the sync page,
- Click Contacts tab --> Sync Contacts
- Click Contacts from Zoho Services
- Select Zoho contacts from the service drop down list. This drop down the list of Zoho services you can integrate Zoho Campaigns with.
- Click Proceed to go ahead with your sync
(b)In the Sync settings page,
- Add Sync details - Certain basic details of the sync you're creating.
- Sync Description - Enter a name for your reference describing your sync.
- Re-add Contacts - This option will let you re add contacts those were deleted.
- Update Contacts - This option will let you update existing contact details.
- Mailing list details - From the drop down list, select the list you're going to save your synced contacts.
- Click Add more list if you want to save the contacts in a new list.
- Enter list name and select Allowed/Not Allowed (Allows/Denies subscriptions through your signup form) and click Save List.
- Click Next
Your Zoho contacts are successfully imported to your list. You can now view the import details of your sync.
Sync services supported for Non Zoho services:
Import From Google Docs
- Click Contacts tab --> Sync Contacts
- Click Sync Contacts from other services
(a) In the Sync page,
- Select Google contacts from the service drop down list.
- Click Proceed to go ahead with your sync
- Click Authenticate Google to sync your Google contacts to Zoho Campaigns
- If you aren't logged in yet, enter your Google credentials and log into your Google account
- Click Grant Access

(b)In the Sync settings page,
- Add Sync details- Certain basic details of the sync you're creating.
- Sync Description - Enter a name for your reference describing your sync.
- Re-add Contacts - This option will let you re add contacts those were deleted.
- Update Contacts - This option will let you update existing contact details.
- Mailing list details - From the drop down list, select the list you're going to save your synced contacts.
- Click Add more list if you want to save the contacts in a new list.
- Enter list name and select Allowed/Not Allowed (Allows/Denies subscriptions through your signup form) and click Save List.
- Click Next
Your Google contacts are successfully imported to your list. You can now view the import details of your sync.
Related FAQs
1. When I use push member status option and try to select the field, only the description field is shown. Is that the only field which will be shown in the option?
Since description is the mandatory field for every contact, it is shown by default. However, you can create text area fields corresponding to contacts or leads module in CRM and view those created fields in the push member status option.
2. If I select a particular field say “description” to push campaign status, what’ll happen to the information present already in the respective field, I’m skeptical about it?
When you select a particular field to push your campaign status, it’ll automatically overwrite the information present already in that field in CRM. To avoid this, we suggest you to create a separate text area field for updating the campaign member status.
3. Where can I find the campaign status in CRM? Is that Campaigns module or the respective Contacts or Leads module?
You can find the Campaign related information in Campaigns module but if you want to check the recipient based activity for the contact, you’ve to check the campaign status in either Contacts or Leads module. To check the campaign status, go to Contacts or Leads module --> Click the Edit option of a contact. You can find the status report in selected text area field.
4. I created a custom field to map it to Leads and Contacts, but it wasn't seen in the drop down menu of push member status. Please help.
We would suggest you to check the format of created field. To show the field in drop down menu, it is mandatory that it has to be a text area field. Please check on how to create a field. Learn how to create a field in Zoho CRM
5. Will it show the campaign status for already sent campaigns?
Yes, you can view the status of recently sent five campaigns.
6. I would like to know how I can make sure that bounced email addresses are removed from my contacts in Zoho CRM. Please help.
To delete the bounced contacts, you need to create a view by filtering the contacts on the basis of bounced status. To create a view, 1. Go to Contacts or Leads module in CRM. 2. In All Contacts page, Click Create View option 3. Give a name to the view. 4. Choose the Field containing campaigns’ status. 5. Specify the Criteria as bounced status. For example: if the selected field is Description, your Criteria should be 