Create Email Campaign

Create Email Campaign

Quick Links 

The Basic Information (Add campaign details)

To create a new campaign,

  1. You can either click the Email campaigns tab (next to the Home tab), and then click Create Email Campaign or Click the Home tab --> Getting Started --> and click Create Email Campaign.
  2. Fill in the basic information such as the Name (of the campaign?), and the names of the senders.
Field Description
1. Name To identify the email for your future purpose.
2. Subject A suitable subject line which relates to your Campaign.
3. Personalize sender details with CRM data Select this checkbox to personalize the sender name based on account owner present in Zoho CRM. Learn more
3. Sender Name You can either mention your name or your organization’s name.
4. Sender Email Address You’ve to specify your business email address. (The email address you used to create your Zoho Campaigns account will be the default address here.)
5. Reply-to Address This should be the same of that of the sender's email address.

Personalize your "To" address: Instead of just adding the recipients' email addresses, add their first and last name too. Personalizing the 'To' address has its own benefits!

Advanced Options: You can use Google Analytics to track the traffic flow and the traffic source of your campaign. We tag 3 campaign-tracking parameters to all the URLs in the email campaign, such as

  1. utm_source=Zoho Campaigns
  2. utm_campaign=Campaign Name, and
  3. utm_medium=email


  • You might want to use any of your alternate email addresses as the sender's email address. You're welcome to. Send a verification email to that address; verify it; and use it!

The Content (Create your Content)

In this step, you would configure the content of your email by choosing your email type and content option.

Choose Email Type

Select any of these to choose the email type

  1. HTML & Plain Text – This option allows the user to send the campaign content in both HTML (rich text) &text (plain text) format. The advantage of sending an email through both the format is that it’ll enable the recipients to receive a well formatted email of their choice. And, if you’ve provided the HTML file, Zoho Campaign will extract the content for the plain text, automatically.
  2. HTML only –If you want to send your campaign with visual images and logo, then this is the type you should choose. However, the recipient of your campaign should use the browser and the device to support this format.  
  3. Plain Text only– They are simple emails with no images and logos and the purpose is to send the message without losing any content. It has been found that plain text version shows a high degree of email deliverability.


  • We recommend HTML and plain text for the content to reach hassle-free.
  • You will not be able to open and click reports summary in plain text content.

Choose Content Option

In this section, you can choose the content from the options ranging from professional drag & drop templates, importing the existing files of HTML or designing your own HTML page using HTML editor or importing documents from your Google accounts.

You can choose from any of the four options to create your content:

  1. Professional drag-and-drop templates
  2. Import an existing HTML file, along with its images
  3. Use the HTML editor and design a HTML email
  4. Import documents from your Google accounts

Templates - You can design a HTML email with one of our template layouts where you can upload images, add text, have options for button, inline image, anchor tag, and easy customization of the layout using the dropdown feature. We’ve categorized our template on the basis of your requirements.

Based on your requirements we have categorized our templates, thus helping you create an HTML email of your choice. Here are your options:

  1. Basic Templates - These are simple templates with one-, two-, and three-column formats. Pick one of these layouts, add the content and images, and send your campaign!
  2. Designed Templates - Ranging from business needs to seasons greetings, all you have to do is choose the right one, add the content and send!
  3. Smart Templates The USP of these templates is that they are well optimized to use in your mobile phone and of course with the features mentioned in the above templates.

Template Editor - You can design a HTML email with one of our template layouts where you can upload images, add text, have options for button, inline image, anchor tag, and easy customization of the layout using the dropdown feature. We’ve categorized our template on the basis of your requirements.

Learn more about template editor

Import/Upload - In this option, you can import the HTML content for the email. Browse and select the HTML file along with the related images that were created for your campaign and upload them here.

To import the HTML content,

  1. Go to Content Configuration page, Select Import/ Upload option.
  2. Browse and select the HTML page and related image files in Zip folder.
  3. Click Import to upload the files.


Here you need to upload the HTML file for the campaign designed for your email newsletter.

Image Files

All images which include logo, banner, and CSS files should be zipped into single folder. Make sure that you zip the images folder and not the images. We’ll extract the images from the .zip folder.

In spite of uploading the image zip, there are no images found. -- What could have gone wrong?

It can be one of these reasons:

HTTP resource:

  • Typo error – Recheck the spelling of the images and its code in HTML.
  • 404 Error – This error occurs when the image is removed from the website.
  • Authenticated session access – Particular image is taken from a site which requires an access into the website.
  • Not a public image –You have to have private privileges to access this image.

Non-HTTP Resource:

  • Please check if the zip folder contains the image.
  • Recheck the spelling of the images and their codes in HTML.

HTML Editor - You can design your own HTML content using our HTML editor and you don’t have to take the trouble of importing your HTML files along with the related images, logos and CSS files.


  • Avoid using any embedded videos & options for dropdown list, radio button, checkbox and iframe.

Import Google Docs - Here are the steps:

  1. Integrate your Google account with Zoho Campaigns.
  2. Make the necessary edits before you import the document.
  3. (You will not be able to edit the content after importing and will have to reimport after making necessary changes in Google Docs.)

Learn how to integrate Google account with Zoho Campaigns.


  • Avoid using any spreadsheets or drawings in the document.

Campaign Customization - Customize your Campaign with themes where you can change the background color, font style & size and personalize the header & footer options. You can select the theme from a dropdown list. Learn more about Campaign Themes (Header & Footer Customization).


  • In the preview page, you can view how your email content would look to your recipients. We provide both the options of HTML as well as plain text preview page.

Send Test Mail

While creating an email campaign, it is always recommended to send a test mail to view how the message will look in the recipients’ inbox. Moreover it acts as an acid test to identify the errors in the content, if any. There are two ways to send the test mail.

To send a test mail

  1. In Content Preview page, go to Test Email (On the right side of page).
  2. Select Email address.
  3. Click Send Test Email to proceed.


  1. In Send Campaigns page, go to Test Email. (On the right side of page).
  2. Select Email address.
  3. Click Send Test Email to proceed.


  • A user can send to a maximum of 50 test emails per day. To increase the test email limit, contact
  • A user can add a maximum of 20 test email address in an organization.
  • At any point of time, users can send the test email to a maximum of 5 email addresses (Refer previous point).
  • Links (also includes header & footer links) and merge tags do not work in a test email.
  • A test email will be sent in two formats (HTML and Plain text). However, an email campaigns will be sent only once.

Choose Recipients

  1. In Choose Recipients page, select the mailing list of contacts.
  2. To create a mailing list, follow the path Contacts tab --> Import Contacts subtab. Learn more on How to import Contacts
  3. Click Proceed.

Send for Review

Before you send your campaign, it undergoes the process of review where one of our moderators checks the content, subject line and mailing list and verifies the anti-spam compliance. Learn more on why my campaign is reviewed

Send Campaign

In the Delivery options page, we’ve three different options to send a campaign.

    1. Send Immediately - To send your mails immediately.
    2. Schedule Delivery - To schedule the emails to be sent later.
    3. Send later in Recipient's Time Zone - To send emails based on each subscriber's time zone.

To schedule based on Recipient's Time Zone

  1. In the Schedule Email page, select Send Later in Recipient's Time Zone.
  2. Choose the date and time for email delivery.
  3. Click Schedule.


  • You have to schedule campaigns at least 24 hours in advance so that all time zones in the world are covered.

Time Zone based Reports

During the 24-hour period when the emails are being sent, you can view a detailed report of the campaign. The following reports will be shown:

  • Recipient Activity as a Summary View
  • The Time Zone Stats will show the number of recipients in every time zone and also the status of the emails sent. (Scheduled or Sent).

Exclude Contacts

You can exclude the contacts which have already received a campaign so that you can concentrate your campaign on newly added contacts.

To Exclude Contacts, follow these steps:

  1. In Send Campaigns page, Click Exclude contacts.
  2. You’ll be prompted with the Recipients of the Campaign with a drop down menu.
  3. Select the previous sent campaign.
  4. Click Save to proceed.

If you want to exclude all contacts of previous sent campaign, you can Add Criteria in the popup message and exclude those contacts by opting for Any option wherein any contacts of those previous sent campaigns will be excluded.

When you clone a campaign and send it to the same mailing list but with added contacts which was used for the previous campaigns this option gives you a provision to exclude all those contacts.


  • You can have Add Criteria option to the maximum of 5 Campaigns.
  • Exclude contacts feature is not applicable to Child Campaigns, Drip & A/B Campaigns.

Social Sharing

Promote your email campaign on social media by sharing it on Facebook, Twitter and LinkedIn.

To share it on social media

Click Email Campaigns tab --> Click the campaign you want to share.

In Report Summary page, click Social Share button.

Manual Sharing

Users can also manually share their email campaigns on Facebook, Twitter, LinkedIn, Google Plus and Pinterest profiles.


  • Associate your social accounts to share your email campaign, respectively.
  • Only Sent campaigns can be shared on social media.

Related Topics

Campaign Themes | Merge Tags

Related FAQs

1.How can I make sure my emails are not considered Spam?
2. What are the types of templates Zoho Campaigns offers?
3. I am sending out bulk emails, but my subscribers should feel it personalized?