Email Marketing with Zoho Campaigns

Campaign management allows you to manage your entire marketing process by which marketing campaigns are planned, produced, distributed and analyzed. This includes planning the campaign, preparing your mailing list, executing the campaign, measuring the campaign effectiveness, and analyzing the results. Being part of the business, Campaign Management should be in sync with the other business activities of an organization. It is always an advantage to maintain one platform where you can track marketing, sales and support activities.

The built-in synchronization with Zoho Campaigns helps you to export leads and contacts from CRM to Campaigns and easily plan & execute newsletters, welcome emails, customer surveys, etc. With this integration, Sales & Marketing can also track the responses from contacts and take better sales decisions while prospecting based on the response received. For example, if the response is "Clicked" on the links in email, you've better chances to promote the lead to prospect whereas "Marked as Spam" you could change the Lead Status as not interested.

Availability

Configuring Zoho Campaigns Integration

You must have active user license in Zoho Campaigns and also active ZSC key in Zoho CRM to configure the CRM sync settings. If you do not have access to Zoho CRM, please contact your CRM administrator. Complete the following steps to successfully import data from CRM to Campaigns:

• Generate ZSC Key in Zoho CRM
• Setup connection between Zoho CRM and Campaigns
• Configure sync settings in Zoho Campaigns

To generate ZSC key

1. Log in to Zoho CRM with Administrator profile.
2. Click Setup > Developer Space > Zoho Service Communication (ZSC) Key.
3. Click Generate Now.
   The ZSC Key will be generated. If you do not have access to Zoho Campaigns, share this key with Zoho Campaigns user to set up CRM synchronization.

To activate Zoho Campaigns

1. Log in to Zoho Campaigns.
2. Click the Contacts tab.
3. In the Contacts Home page, click the Sync Services > Sync with Zoho Services link.
4. In the Sync with Zoho Services page, specify the following:
   • Service: Choose Zoho CRM as the service.
   • Email Address: Enter email address of your Zoho CRM account to be integrated.
   • ZSC Key: Enter Zoho Service Communication (ZSC) key generated from your Zoho CRM account.
   • Create Campaign in Zoho CRM: Select this option to create an email campaign in Campaigns module.
   • Update Campaign Member Status: If you've selected the above option, you're recommended to select this option also to add email responses.
   • Create Account Custom Fields: Select this option to map the Zoho CRM's Accounts fields with contacts in Zoho Campaigns.
5. Click Save.

To configure data sync in Zoho Campaigns

1. Log in to Zoho Campaigns.
2. Click the Contacts tab.
3. In the Contacts Home page, click the Sync Services > New Sync link.
4. In the Sync with Zoho Services page, specify the following:
   • Sync Description: Name of the sync.
   • Select the Module: Contacts or Leads
   • Select the Mailing List
5. Click Save & Continue.
6. In the Map Your Fields page, map the Lead or Contacts fields with Campaigns.
7. Click Import.
8. In the Sync Settingspage, specify the following:
   • Fetch interval: Choose Once, Daily, Weekly or Monthly
   • Data to be Fetched: Choose All Data or data added after specified time.
   • Sync Contacts Configuration: Choose Re-add, Update, Update Opt-out, or Import only Opt-in records
9. Click Import from Zoho CRM.
   After importing data, you'll receive an email notification. You can view the import status in the Sync settings page.

Tracking Campaign Responses

After executing email campaign from Zoho Campaigns, you can easily track different types of responses within Zoho CRM's campaigns module. You can drill-down the campaign members and view all status of the past email campaigns. In addition, you can view detailed stats of email campaign without logging into Campaigns.

Campaign Response	Description
Sent	Email has been successfully sent to the campaign member
Opened	The campaign member has opened the email
Clicked	The campaign member has clicked one of the links in email message
Bounced	Email is bounced due to wrong email address of the campaign member.
Opted Out	The campaign member has unsubscribed from your mailing list. Next time, Zoho Campaigns will not send any mass emails.
Marked as Spam	The campaign member has marked the email as spam. So next time, Zoho Campaigns will not send any mass emails

To track email campaign responses

1. Log in to Zoho CRM.
2. Click Campaigns tab.
3. In the Campaigns Home page, select recently completed email campaign.
4. In the Campaign page, track responses, view stats, and other details.

To view a list of email campaigns under Contact or Lead

1. Log in to Zoho CRM.
2. Open a lead or contact.
3. In the Lead Details page, under Campaigns related list, view the list of email campaigns.

Deactivating Zoho Campaigns Integration

As a Zoho Campaigns administrator, you can deactivate the Zoho CRM synchronization. Please note that on deactivating:

• You cannot add new data from CRM to Campaigns but use the existing leads or contacts in Zoho Campaigns for future campaigns.
• Responses collected for the past email campaigns will not be deleted in Zoho CRM.

To deactivate Zoho CRM Sync in Zoho Campaigns

1. Log in to Zoho Campaigns with Administrator profile.
2. Click Contacts > Sync Services > Existing Sync.
3. Click Delete > OK.
   Your existing sync settings will be removed.