To create a new campaign,
|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
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!
In this step, you would configure the content of your email by choosing your email type and content option.
Select any of these to choose the email type
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:
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:
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.
To import the HTML content,
Here you need to upload the HTML file for the campaign designed for your email newsletter.
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:
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).
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
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
In the Delivery options page, we’ve three different options to send a campaign.
To schedule based on Recipient's Time Zone
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:
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:
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.
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.
Users can also manually share their email campaigns on Facebook, Twitter, LinkedIn, Google Plus and Pinterest profiles.
When it comes to reviewing any e-mail campaign content, a moderator or the campaign content administrator plays a vital role with respect to the approval of the campaign to be sent. Lists of mandatory checks taken are the following as below:
Subject The reviewing starts with giving due importance to the subject line of any campaign. A wide understanding of the subject line which is free from terms such as offer, sale, discount, and money are scrutinized. This gives a check that their e-mail don't reach the spam rather than inbox.
Content While reviewing the verbal content, it requires a multiple angle approach pertaining to the font size, color. Here, due importance is given so that the content never fall into spam because of objectionable usage of words. Apart from anti-spam policy, redirection of any given link is also reviewed and a check is made that it is related to their business goals. Personalization of e-mail and footer customization such as link for unsubscribe, not interested, tell a friend are reviewed.
Image The next step is to deal with the visual content and review whether it contains any inexplicit or pornographic images. Stress is laid upon to check that the size of the images falls in congruent to the content and is loaded completely. The medium of images is also noticed whether it comes through text editor, html editor, template or design template.
At Zoho Campaigns we offer wide range of templates such as basic templates, designed templates and smart templates or mobile templates.
You can personalize your messages with your recipients’ name, address and other details by using merge tags. Merge Tags are smart tags that pulls data directly from your mailing list into your email message. You can personalize the subject and/or the content.