Settings - Online Help

Campaign Settings

Merge Tags

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.

Case study on Personalization by First Name

Fotomania is a store which sells photo prints, mugs, calendars, and related stationery products. They send a weekly newsletter on promotional offer about deals and discounts. To make the product offers reach their subscribers, the marketing team comes with an idea to address their customers with their first name. No wonders! This move not only doubled their business but also made them to find other ways to personalize their emails.

Why Fotomania business galloped to heights by a slight change in addressing the recipients? Because, their strategic move to address by their first name was to make them feel, how special the subscribers are to them? The logic behind this idea is very simple and rational. It was an Email with Human Touch and not a bulk email sent to mass mailing list.

Similarly, you can personalize your content by using the merge tags for the footer notes in your email and get spared from the mumbo jumbos of default header & footer notes. You can find the pre-defined merge tags on the right side while creating the content.

Types of Merge Tags

We’ve a great deal of merge tags treasure which can be used to personalize your campaign. Overall, you can divide the merge tags in two different branches:

Pre-defined merge tags - Pre-defined fields are fields set by default which are basic contact info in the sign up form / add contact page.

User-defined merge tags – User defined fields are fields that can be used to address your subscribers, only if you've created a custom field. If you’ve, then select the field and define the tag, your mail default value and social default value.

You can make use of different types of merge tags such as

Learn more about Merge Tags

Campaign Themes

At Zoho campaigns, we provide an option to create themes where you can change background color, alignment for your Header & Footer & opt for other customizations such as center alignment of your email content and sharing the email Campaign on social pages, thus, making the Header & Footer settings more relevant or identifiable to the background color of your email campaigns or organization. Let’s figure out how to create a new theme custom made for your Campaigns?

Create Theme

To create your own theme,

  1. Go to Settings module --> Campaign Themes.
  2. In All Themes page, click Add New Theme button.
  3. In Add a New Campaign Theme page, give a name to your new theme. Set your created Campaign Theme as a default one.
  4. Clone Theme: This is an option to duplicate the background color, font style & size, alignment and other customizations from a previously created Campaign theme.
  5. Click the Create button which will redirect to Customization page.

Note

  • For first time users, you'll have the option to "Create My First Theme" rather than "Add New Theme".
  • Once you set a theme as default, it'll get associated to all your Campaigns.

Header & Footer Links Customization

In Header & Footer, you can find the display links which determines the background information such as sender of the email and also provides the usability of the document to end customers through quick links.

You can choose any of these below links necessary for your email campaigns.

  • View in Browser Option: This is the banner of an email Campaign and provides an option to open the email in a separate browser. Your recipients can view the email campaign by clicking the view in browser link present in the header section of the email. Let’s take a look what else does this link provides:

    Join List – Visitors can subscribe to the mailing list by clicking the Join List tab present in the email campaign link.

    Translate – This tab is used to translate the email campaign in the foreign languages mentioned in the drop-down menu.

    Share – Recipients can manually share the email campaigns on their social networking pages such as Facebook, Twitter, LinkedIn, Google Plus and Pinterest profiles. Users can also view the number of shares made by the recipients on social networking sites, respectively.

    Post your Comment - Your recipients can add comments to your campaign by clicking the link “View this email in a browser”. When the link is clicked, the campaign opens in a separate tab where the recipient can add comments. You can also add Merge Tags to add the link or icon for "Add Comment" option in your email newsletters.

    Print – This icon provides the convenience to print the email newsletter directly from the browser.

Note

  • This enhancement also applies when the recipient forwards the campaign to his friends.
  • You can share the campaign on social media where visitors can post comment as Guest.
  • Update Profile: This option allows the customer to update his profile.
  • Subscribe: This option allows the recipients for receiving email notifications, updates and newsletters.
  • Tell-A-Friend: This option allows the recipient to forward a friend about the content.

Any theme, apart from these links, includes background color, font style & size which are pivotal and provides the solid base to it. Let’s explore the different ways to add color and font to the theme.

Company Profile

This section allows you to enter information relating to your company profile. The information you enter will be used in your footer. This is to let your subscribers know they are receiving emails from a genuine source helping you reduce the no. of spam complaints improving your reputation.

To add company profile, follow the steps below,

  • Company Name – Enter your company name.
  • Company Address – Enter your complete and exact corporate address for your business location.
  • Brand Logo –Add your own logo by clicking the Upload a New Logo option. Website Link – Enter your company website address (or) webpage link.Link Social Pages – Add your Facebook, Twitter and LinkedIn pages to the footer section of your email campaign.

Color & Font Customization

Make your changes to the header or footer by using the options on the right side. For example, you can change the font, size, or apply a different font color. You can customize the Header part and customize the same across the Footer by checking the box “Same as Header Customization.” In this way, you can create a header and footer that appears the same on every page, or you can customize the page with different header and footer options.

  • Ribbon: You can increase or decrease the width of the ribbon of Header & Footer.
  • Align: You can either align the message to the left or center of the ribbon.
  • Background: You can change the background color of the ribbon.
  • Border:  You can change the border color of the ribbon.
  • Text: You can change the color, font size & style of the text in the ribbon.
  • Link: You can change the color, font size & style of all links.

Other Customization

We also provide a few options to change the alignment of your content and to enable social plugins to share your campaign on social sites.

Use our default center alignment: This is an option to align your email content to the center. It has been found that the readability of content is high when the content is centrally aligned.

Use our social plugins: It is an add-on which provides the option for your recipients to share their email on their social pages. 

Sender Address

This applies to the Sender's email address and reply to email address. At times, you would want to use other sender email addresses for a lot of your campaigns and not necessarily use your own email address every single time.

For security reasons, as a stringent measure to prevent any possibility of Zoho Campaigns being used as a SPAM tool, we have made it mandatory to use only verified email addresses.

Zoho Campaigns ensures you are using the correct email address and the respective owner is also aware of your usage.

To verify sender address, follow the steps below,

  1. Go to Settings module -- > Sender Address.
  2. In the Add Sender Address page, do the following:
    • Enter the Email Address in the text box.
    • Click Send Verification Email button to verify respective email address prior to usage.
    • A verification ink will be sent to the respective email address. Once it is verified by clicking, the email will be listed in the drop down list during campaign configuration.

Alternatively, 

While you create your campaign, you can send verification email at the time of selecting Sender Email Address. All you need to do is:

  1. Click Add Sender Address.
  2. Enter the Email Address and click Send Verification Email.

Note

  • The email addresses that are verified are listed in the From Email Address and Reply To Address options while creating campaigns.

Custom Fields

Zoho Campaigns allows you to create your own custom fields for your contacts where you can store the extra information. With Custom fields, you can fill with any type of information, set character limit and use them to save data which are specific to your business.

To edit company profile, follow the steps below,

  1. Go to Settings module --> Custom Fields.
  2. In Custom Fields page, click Add New Field link.
  3. Add the custom field type and provide the Display Label and Field Length.
  4. Click Add button to confirm.

We’ve different field types to create diverse custom fields ranging from text area field to radio box.

Field Type Other Details
Text

To enter a simple text input

Integer  To enter and validate numeric input
Email

To enter a valid email address

Phone

To enter a valid phone number

Date

Format: MM/DD/ YYYY

Date & Time

Format: MM/DD/ YYYY HH:MM

Pick List Specify the pick list values
Multi-select Pick list

Specify the multiple pick list values

Percent

To enter Percentage values.

Decimal

To enter numerical decimals

Radio Button

To choose any one of the predefined set of options.

Checkbox

To choose multiple values

Long Integer To enter numerals with maximum characters
URL

To enter a web address

Text Area

To enter a text input with maximum characters, e.g. Description field.

Applications of Custom Fields

Personalize your email campaigns

Every custom field you create can be converted into merge tags which can be used to personalize your email content to specific recipient. For example, you can remind a subscriber to pay their EMI using the merge tag related to the custom field where the EMI amount would be mentioned.

Segmentation of subscribers

You can make use of custom field as criteria to create segments and filter out the subscriber’s specific to an email campaign. For example, you can focus on subscribers based on custom fields related to  geographical locations such as city and region and focus your email campaign to the subscribers in that region.

Sign-up form Themes

Sign-up form themes allow you to customize the appearance of your sign-up forms. You can edit the color, font, font-size, background-color, etc. Later, you can apply the sign-up form theme while creating the sign-up form for a mailing list.

Let's take a look at Sign-up form themes.

  • Sign-up form themes let you customize the appearance of your sign-up forms. All style elements like color, font, font-size, background-color, etc can be edited.
  • You can apply a sign-up form theme while creating the sign-up form for a mailing list.
  • The first sign-up form theme that you create will be the default setting.
  • You can upload your company's logo to a sign-up form theme. The dimensions of the logo should be width 170px & 30px height.
  • The $[ML:LISTNAME]$ merge tag will be replaced with the name of the mailing list in sign-up form.
  • You can edit the content of your subscription and Unsubscribes confirmation emails from the Notification Mails section below.
  • No footer in notification mails? It is possible to hide the footer section by enabling the "Hide Footer" checkbox.
  • You can choose not to send a confirmation email when a contact unsubscribes from your mailing list by enabling the Do not send unsubscribe confirmation email checkbox.
  • A merge tag will be replaced with the default text if a contact does not have the required details. For example: In the merge tag $[FNAME|Subscriber|Guest]$, Subscriber is the default text.

To create a sign-up form theme,

  1. Go to Settings module --> Sign-up Form Themes.
  2. In All Themes page, click Add New Theme button.
  3. In Add a New Theme page, give a name to your new theme. Set your created Campaign Theme as a default one.
  4. Clone Theme: This is an option to duplicate the background color, font style & size, alignment and other customizations from a previously created sign-up form theme.
  5. Click the Create button which will redirect to Customization page.

Note

  • The first sign-up form theme that you create will be the default setting.
  • For first time users, you'll have the option to "Create My First Theme" rather than "Add New Theme".

Color & Font Customization

Make changes to your sign-up form theme by using sign-up page tools present on right hand side. For example, you can change the font, size, or apply a different font color. You can customize the page, body, heading, form and button.

Page - This is the outer space of sing-up form theme and can be customized by changing the background color and padding.

Body - This is the main space which occupies the sign-up form. You can customize the body by changing the background color, border, padding and the text color, font and size present in sign-up form.

Heading This is the title or name of your sign-up form. You can customize the size, color and font of your sign-up form title.

Form – This is the core part of sign-up form and constitutes the field label and field text. You can customize the font, color, size of different field related options.

Button – This is the call-to-action button which confirms the completion of sign-up process. You can customize the color, and text font.

Note

  • Padding – You can increase and decrease the space between the page border and the body of theme by adjusting the pixels.

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