Zoho Campaigns Advanced Analytics

10. Can I set up the Zoho Campaigns Advanced Analytics in any other existing Workspaces or in any other Advanced Analytics database?

Yes, you can setup the Zoho Campaigns Advanced Analytics in any of the existing Workspaces or in any of the Advanced Analytics database to analyze data together. To do this,

• Open the Workspace into which you would wish to import your Zoho Campaigns data
• Click the Import Data button in the Explorer tab or Select New > New Table/Import Data.
• In the Create New Table tab that opens, select Import from Zoho Campaigns.
• In the Import from Zoho Campaigns dialog that opens, authenticate your Zoho Campaigns account.
• Select the campaign and the necessary modules that need to be imported into Zoho Analytics.
• Select the necessary schedule import options in the Schedule Import Settings section and click Next.

Your Zoho Campaigns data will be imported into your database. Refer to this setup presentation.

11. Can I re-authenticate my Zoho Campaigns account in Zoho Analytics?

Yes, you can re-authenticate the connector setup. Only the Administrator who created the connector setup can re-authenticate it. Follow the below steps to re-authenticate the connector.

• Open the corresponding Zoho Campaigns
•  Advanced Analytics Workspace in Zoho Analytics.
• Click Data Sources on the left panel. 
• In the Data Sources page that opens, click Re-Authenticate.

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12. Can I track the action by all users in the connector workspace?

Yes, you can track all activities performed in Connector-configured workspaces by all users, using Audit History. The Account Administrator and the Organization Administrators can view the audit history.

Follow the below steps to do so.

• Open the corresponding Zoho Campaigns Advanced Analytics Workspace in Zoho Analytics.
• Click Data Sources on the left panel. 
• The Data Sources page will open. Click Audit History. 
• A dialog with audit history for the last 180 days will open with the following information. 
  • Date & Time of the action
  • Action done
  • User who performed the action

The following are the actions that are logged in Zoho Analytics.

• User Actions 
  • Create - Connector setup created
  • Edit Setup - Edit connector setup to do the following changes. 
    • Modules Added
    • Modules Removed
    • Fields Added
    • Fields Removed
    • Schedule Change and
    • Entities (Campaigns, Org, Handles) Modified
  • Delete - Remove integration
  • Take Ownership - Transferred connector to other admin. 
  • Re-authenticate - Re-authenticate business app 
  • Sync Now - Sync data instantly
  • Retry Now - Retry to import data after initial setup failure
  • Connector Activated (when you upgrade from Basic plan to Standard plan)
  • Connector Disabled (when you downgrade from Standard plan to Basic plan)
• System Event - Any action done by Zoho Analytics
  • The Connector is automatically deleted when you downgrade to free plan. 
  • The Connector is automatically restored when you upgrade from free plan to a higher plan. 
  • The Connector is automatically deactivated when you downgrade your plan. 
  • The Connector is automatically activated when you upgrade to a higher plan. 
  • The Connector is manually restored by the Zoho Analytics support.
  • Data synchronization schedule automatically changed to interval supported to your new pricing plan.

13. How do I remove this setup?

• Login to your Zoho Analytics account.
• Open the corresponding Workspace.
• In the Explorer tab, click Zoho Campaigns button (or Data Sources button - in the case where the database contains multiple connector setups).
• In the Data Sources tab that opens click the Settings icon and select Remove Data Source as shown in the snapshot.

Reporting Features

1. How can I create reports using this connector?

Also refer,

• How to Create Charts
• How to Create Pivot Tables (Matrix Views)
• How to Create Dashboards
• How to create KPI widgets
• Video demos

2. What are the modules and fields in Zoho Campaigns on which I can create Reports?

You can create reports using the data from the following modules and fields:

Modules	Fields
Campaigns	CAMPAIGN_ID, Name, Type, Status, Created By, Created Time, Sent Time, Emails Sent, Clicks, Unique Clicks, Opens, Unique Opens, Opens, Forwards, Forward Opens, Bounces, Hard Bounces, Survey ID (SurveyMonkey), Survey ID (Zoho Survey)
Users	USER_ID, Name, Status, Role
Unsubscribes	CAMPAIGN_ID, Campaign Name, LIST_ID, List Name, CONTACT_ID, Contact Email, Time
Clicks	CAMPAIGN_ID, Campaign Name, URL_ID, URL, Clicks
Open Locations	CAMPAIGN_ID,Campaign Name, Country , Opens
Lists	LIST_ID, Name, Created By, Created Time, Contacts, Unsubscribes, Campaigns Sent, Sent Time
Contacts	CONTACT_ID, Email, First Name, Last Name, Status, Created Time, Created By, Updated Time, Confirmed Time, Time Zone, Address, City, Country, CRM_CONTACT_ID, CRM Module, Deleted Status, Job Title, Phone, Mobile, Zip Code
Lists Vs Contacts	LIST_ID, List Name, CONTACT_ID, Contact Email, Status, Mapping Time, Contact Status
Campaigns Vs Contacts	CAMPAIGN_ID, Campaign Name, LIST_ID, CONTACT_ID, Contact Email, Contact Status, Last Activity Time, Opens, Clicks, Forwards, Bounces
Campaigns Vs Contacts Vs URL	CONTACT_ID, Contact Email, CAMPAIGN_ID, Campaign Name, CAMPAIGN_URL_ID, URL, Clicked Time, Country

3. What are the report types supported by Zoho Analytics?

Zoho Analytics supports a wide variety of reports.

• Charts
  • Pie
  • Bar
  • Stacked bar
  • Bubble
  • Packed Bubble
  • Line
  • Smooth Line
  • Scatter
  • Combination
  • Area
  • Stacked Area
  • Web
  • Funnel
  • Doughnut
  • Dial
  • Bullet
  • Table View
• Pivot tables (Matrix Views)
• Summary view
• Tabular view
• Dashboards (multiple reports arranged in the same page)
• KPI Widgets

4. What are 'Formulas' in reports?

Formulas, as the name indicates, are calculations that help you derive key business metrics that can be used in reporting and analysis. Zoho Analytics provides a powerful formula engine to create any type of calculations required, to enable creating the required reports. Refer Adding Formulas in Zoho Analytics to know more.

5. How do I create my own custom formulas in Zoho Analytics?

You can create a custom formula by clicking Add > Formula Column in a Table. Refer to the Adding Formulas in Zoho Analytics help page.

6. What are the default formulas that gets added by Zoho Analytics on setting up this connector?

The default formulas added by Zoho Analytics are listed below. You can view these formulas by opening the corresponding table and selecting Add > Edit Formulas from the toolbar.

The following are the default formulas in the Campaigns table

The following are the formulas from the Campaigns Vs Contacts table

The following are the formulas from the Contacts table

7. Can I add/modify data in the Zoho Campaigns data tables in Zoho Analytics?

No, you cannot add/modify data in the Zoho Campaigns data tables. Data from Zoho Campaigns application will automatically get synced into Zoho Analytics in the different tables (one table for one form). You cannot edit any of this data or add new data records from within Zoho Analytics.

However, you can add new tables and add/import data into that, to create reports combining it with the data from Zoho Campaigns.

8. Can I add new columns to the Zoho Campaigns data tables in Zoho Analytics?

No, you cannot add new columns. But, you can add Formula Columns and Aggregate Formulas (i.e., calculated fields) to these tables to help you create powerful reports. Refer Adding Formulas to know more on this.

9. Can I add new data tables in this Workspace to create reports & dashboards?

Yes, you can add new data tables. Click New > New Table to add a new table in the existing Zoho Campaigns Workspace.

With this feature, you can import data from other sources or add them manually into your Workspace to analyze and create reports combining this with your Zoho Campaigns data . You can also import data from other business applications like Google Analytics, Salesforce CRM etc.

Refer:

• Import data from files
• Import data from Web feeds
• Import data from Cloud Storage
• Import data from local databases
• Import data from Cloud databases
• Import data from popular Business Applications
• Import data using Zoho Analytics API

10. Can I combine data from other sources with the data from Zoho Campaigns to create reports and dashboards?

Yes, you can combine data from your other sources with your Zoho Campaigns application data for analysis.

To do this, you need to add/import a new data table into the Zoho Campaigns Workspace as explained in the previous question and then define a look-up to join it with the table from Zoho Campaigns.

To define a lookup relationship between two tables, it is essential that the tables have at least one column which is common between them. Follow the below steps to look up a column from Zoho Campaigns along with the data from any other source.

• Open the corresponding table, right-click the column header and select Change to Lookup Column.
• Change to Lookup Column dialog that opens, select the column to look up.
• Click OK

Click to learn more.

11. Can I join data from multiple tables to create reports?

Yes, you can join data from multiple tables to create the reports. Refer to the previous question for detailed help on this.

12. What are Query Tables?

Query Table allows you to pull data from the tables by writing standard SQL SELECT Queries. You can create reports over this Query Table as you do over a data table. Refer to this help document to know about how to create Query Tables in Zoho Analytics.

Users, Sharing & Collaboration

1. How do I share the reports in Zoho Analytics with my colleagues?

You can easily share the reports that you create with the other users in your organization. Refer to Sharing and Collaboration help page for more details on this.

Once you privately share a report to your colleagues they will be able to access the reports as you do. Refer here to know how to access the reports.

2. Why are other members in my company not able to access the reports that I create?

When a Zoho Campaigns Administrator configures the Zoho Campaigns - Zoho Analytics, the tables and reports will be available only to him/her, by default. The Administrator has to share the database with other members of the company. Only then will the default reports be accessible by those members.

To know more, refer to Sharing and Collaboration help page.

3. How can other members in my company create reports?

The Zoho Campaigns Administrator who has set up the should share the tables present in 'Zoho Campaigns Advanced Analytics' database with other members of the company. Once this is done, the shared users can create reports based on those tables.

To know more, refer to Sharing and Collaboration help page.

4. What are the user roles available in Zoho Analytics?

Zoho Analytics offers three user roles - Administrator, Workspace Administrator, and User. Click to know more about the Zoho Analytics User Model and User Roles.

5. Why can't other users edit the reports that I have shared with them?

This is the expected behavior. Only when the users to whom the reports are being shared is set as a Workspace Administrator, they will be able to edit the reports. If a normal user wants to edit the report, he/she will have to save the report with a new name using the Save As option toolbar. The User can edit this report. To know more about user roles, click here.

6. Can I share the same report created to multiple users with different criteria associated, so that they see different data?

Yes, you can. Refer the topic Apply filter criteria.

7. Can I export a report/dashboard?

Yes, you can export the report/dashboard in various file formats such as CSV, EXCEL, PDF, HTML and Image. Click to know more.

8. How can I print the reports & dashboards created in Zoho Analytics?

In order to print the report/dashboard, you first need to export it. You can export the report in various file formats such as CSV, EXCEL, PDF, HTML and Image. Click to know more.

9. How can I email reports & dashboards created in Zoho Analytics in a scheduled manner?

If you are the Administrator of the Zoho Analytics or a 'Workspace Administrator', you can schedule reports and dashboards to be emailed automatically. Refer to the email schedule section in this help documentation.

10. How do I embed my reports in my intranet, blog or presentation?

You can easily embed the reports & dashboards created in Zoho Analytics in your website, web application or blog. Refer Embedding in Web Pages/Blogs to know more about this.

Cross-Functional Analytics with Popular Business Applications

1. What are the popular business applications that I can integrate this connector with?

You can integrate and perform cross-functional analytics with almost all the business applications that Zoho Analytics offers integration with. 

2. How can I analyze the data from the other business applications along with Zoho Campaigns?

To import data from business apps,

• Open the Workspace in which you have set up the connector.
• Click the Import Data button.
• In the Create New Table tab that opens, select the application that you wish to import.
• Provide the necessary authentications.
• Select the necessary modules and fields.
• Select the schedule import options.
• Click Create.

3. Will a relationship (lookup) be created between Zoho Campaigns and other third party applications that I integrate it with?

No, a lookup relationship will not be created between the Zoho Campaigns modules and the modules of the application that you are trying to import automatically. 

To manually create a lookup relationship refer this help link - https://www.zoho.com/analytics/help/table/joining-tables.html.

4. Will the related modules from Zoho Campaigns and other Zoho applications be automatically created for Zoho Analytics?

A lookup relationship between the modules of Zoho CRM and Zoho Campaigns will be created automatically. We are yet to come up with this model for other Zoho applications. Until then, you can manually create a lookup relationship between those modules. To know more, refer to joining tables help documentation.

Solutions

1. Does Zoho Analytics offer Embedded Analytics or rebranding?

Yes, Zoho Analytics supports various rebranding options such as Portal rebranding/white labeling and Logo Rebranding.

Help & Support

1. How do I get technical support on Zoho Analytics?

We offer 24x5 technical support (Monday to Friday). In case if you need our assistance kindly do mail us your questions to support@zohoanalytics.com.

You can also reach out to us on our toll-free numbers -

• United States: +1 (888) 900 9646
• United Kingdom: +44 (20) 35647890
• Australia: +61-2-80662898
• India: +91-44-67447000

2. Can I have someone from Zoho do a Demo of this for me?

Yes, certainly. Register for a demo in this page.