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.
Permission Required: Users need a Paid Subscription in Zoho Campaigns.
Zoho CRM users with an Administrator profile have permission to generate ZSC key.
Zoho CRM users cannot access the email campaigns in Zoho Campaigns without an active user license.
Synchronization happens once in 24 hours. Newly added contacts or updated contacts will be synced to the list after 24 hours.
Daily allowed sync limit is 2 syncs per day per CRM account. In case you want to create another sync, please delete or disable an existing sync. However, the third sync will take place after 24 hours.
Number of sync allowed per organization is 6. This includes sync created by all users in an organization.
Regenerating the ZSC key will stop existing syncs.
If you happen to regenerate your ZSC key, you will have to update settings with the newly generated key.
If you change your existing CRM account information, you are recommended to manually enable sync associated to the particular account.
'Update Campaign Member Status' is applicable only to contacts those were synced from Zoho CRM to Zoho Campaigns.
Number of contacts to be synced from Zoho CRM depends on your plan limit in Zoho campaigns. If a particular sync tries to import more than the allowed limit, the system will download only up to your plan limit and disable the sync. System will also send an email notification to the Zoho Campaigns user.
To track the email responses from Campaign Members in Zoho CRM, you must have permission to view the Campaigns module. See Also Profiles.
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:
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.
To configure data sync in Zoho Campaigns
Log in to Zoho Campaigns.
Click the Contacts tab.
In the ContactsHome page, click the Sync Services > New Sync link.
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
Click Save & Continue.
In the Map Your Fields page, map the Lead or Contacts fields with Campaigns.
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
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.
Email has been successfully sent to the campaign member
The campaign member has opened the email
The campaign member has clicked one of the links in email message
Email is bounced due to wrong email address of the campaign member.
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
Log in to Zoho CRM.
Click Campaigns tab.
In the Campaigns Home page, select recently completed email campaign.
In the Campaign page, track responses, view stats, and other details.
To view a list of email campaigns under Contact or Lead
Log in to Zoho CRM.
Open a lead or contact.
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
Log in to Zoho Campaigns with Administrator profile.
Click Contacts > Sync Services > Existing Sync.
Click Delete > OK. Your existing sync settings will be removed.