Create Campaign

Create Email Campaign

Email marketing is considered the simple and most effective method to reach out your leads and subscribers. The best part is that the return on investment (ROI) is much higher than other marketing channels making it as the most affordable way of marketing.

To create and send an email campaign, you’ll go through following steps,

Adding basic details for your campaign

  1. From the Navigation toolbar, choose Campaigns and select Email Campaigns.
  2. Click Create Campaign in the top-right corner of the screen. The Basic Info page will open.
  3. Enter these details:
  • Name - Select an easily recognizable name. For instance, if the Zylker company is sending a monthly newsletter, name the campaign "Zylker Newsletter July 2018", or something similar.
  • Subject - Come up with a clever or eye-catching email subject line. A great subject line is going to draw many more readers than something boring and dry. You can also grab attention of your subscribers by using emojis in subject line.
  • Sender Name and Email Address - Give a name and email address that your recipients can recognize easily. The name could be your company or brand name.
  • Address recipients by name - Personalize your recipients by addressing them by name.
  • Use sender details from Zoho CRM - If the recipient was imported from Zoho CRM, you can personalize the sender name based on which user owns the account in CRM.


  • We recommend you not to use group email addresses such as info@, admin@, support@ as the sender address. Chances are high that emails from these addresses will end up in the spam folder.
  • Try running an AB test on email subject lines to find out which one gets better response.

Configuring the campaign content

Zoho Campaigns provides some pre-designed email templates for you to use. Just pick an email template that meets your needs, and then make some modifications to personalize it for your company's voice.

If this is your first email campaign, we recommend starting with the basic templates. In addition to selecting a template, you can use the Template Editor to add design elements, such as images, text, buttons, anchor tags. Customize the layout of your emails with ease, using the drop down feature. 

Learn more about template editor

 If you already have content, or want another way to add it, we do provide alternate options to add content.

HTML Editor - Select this if you want to send your campaign with visual images and logos. The recipient of your campaign must be using a browser/email client and device that support this format. Learn the techniques to render your content properly on Outlook

Text Editor - These are simple emails without images or logos. The purpose is to send your message without losing any content. Plain-text campaigns have a very high degree of deliverability (no lost content). 

Learn more about plain-text campaigns

 Import/Upload - With this option, you can import the HTML content for your email. You can browse and select the HTML file as well as any related images, and then upload them. 

Learn more about importing HTML

You can either import from your desktop or from cloud services such as Zoho Docs, Google Drive, and Dropbox, etc.

Learn more about importing email content from cloud storage services

Recently Sent - If you have already sent email campaigns, you can use the content from a previous campaign as a template for your new campaign. 

Template Library

Why create the same template again and again? Save all your designed templates and build your own library. The next time you have to send a similar campaign, all you have to do is to just choose the best template from your own creations.

Preview and test your email

Before you send email newsletters to your subscribers, read it aloud to yourself several times. Then, send a test email to a few of your colleagues for review. Ask them to proofread the email, check for grammatical mistakes, alignment issues, and test links to verify that they are redirected to the correct page.

While creating an email campaign, it is always recommended to first send a test mail to view how the message will look in the recipients’ inbox. It provides a last chance to identify the errors in the content, if any. There are two ways to send the test mail.

To send a test mail

  1. In Content Preview page, go to Test Email (On the right side of page).
  2. Select Email address(es).
  3. Click Send Test Email.


  • You can send a maximum of 50 test emails per day. To increase the test email limit, contact
  • You can add a maximum of 20 test email address in an organization.
  • At any time, you can send the test email to a maximum of 5 recipients out of the 20 email addresses added (Refer previous point).
  • Links (also includes header and footer links) and merge tags will not work in a test email.
  • A test email will be sent in two formats (HTML and Plain text). However a recipient of the actual campaign email will receive only one email.

Selecting your email recipients

To send your campaign, you need a list of subscribers to receive the emails. If you have your subscriber database saved in your desktop or on a Google spreadsheet, you can import those subscribers and save them as a mailing list.

Exclude Subscribers

If you are sending an email campaign, you can remove the subscribers based on previously sent campaigns or mailing listso that you can focus on newly added subscribers and avoid blasting email at subscribers. 

To exclude subscribers:

  1. In Recipients page, Click Exclude subscribers.
  2. This will prompt with a pop-up to exclude subscribers.
  3. Select the previous sent campaign from the drop-down menu.
  4. Click Save to proceed.

If you want to exclude subscribers of more than one campaign or list, you can Add Criteria in the popup message. The subscribers will be excluded by adding Any or All option wherein any subscribers of those previous sent campaigns will be excluded.

When you clone a campaign and send it to the same mailing list but with added subscribers which were used for the previous campaigns this option gives you a provision to exclude all those subscribers.


  • You can Add Criteria option for a maximum of 5 email campaigns.
  • Exclude Contacts feature is not available for A/B Campaigns or Child campaigns.

Sending your email campaign

Before launching your email campaign, use the Send for Review option- to ensure that your email campaign reaches the recipient's inbox, not the spam folder. Our moderators check your subject line, mailing list, and content for anti-spam compliance.

 Additionally, try to figure out the most opportune time of day and week to send your emails. Test your campaign out and analyze the results to find out what time of day will bring you the most exposure and attention.

Why is my email campaign reviewed?

When an e-mail campaign is reviewed by a moderator or an administrator , the campaign content plays a vital role with respect to the approval of the campaign to be sent. A list of mandatory checks are taken as the following 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 do not 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.

Org Subscriber List: In this case, a thorough check is made that the account holder does not exceed the maximum number of subscribers covered in his plan, respectively. Any change with respect to list such as deletion or re-adding of the subscriber are checked . Orglist of a customer is whitelisted depending upon their past campaign details such as usage of same subscriber list.

Org Whitelist: When an account holder has a good history of campaigns free from any complaints with regards to the subject, content, subscriber list, spam; their orglist is completely whitelisted. It does not stop here; a random monitoring is done against any misuse of privilege provided to such genuine account holder. 

Promote your campaign on social media

Share your email campaign on social media. Simply link your Zoho Campaigns account to your social media accounts (i.e., Facebook, Twitter, LinkedIn, Google Plus, and Pinterest).

Advanced options

  • Track URLs using Google Analytics - If you want to extract more data from your email campaign, make sure data tracking services such as Google Analytics. If you want to know how of your email recipients click the links, you’ll have better insights into what works and what doesn’t when you send your next campaign.
  • Monitor plain-text campaigns - You can track plain-text campaigns by inserting links in your email content. Select the checkbox to enable link tracking for your email content.
  • Character encoding - Select the appropriate character encoding to match your language script.
  • Header and footer themes - Add background color, change the font style/ size, and personalize the header and footer for your email campaign by selecting a theme from the dropdown menu.
  • Email content review - You can view how your email content looks like in various email clients and devices. Learn more about litmus test.

Scheduling a Campaign

You can add content to your campaign, pick recipients, and schedule it as you like.

There are four options you can use to schedule your campaign:

  1. Fixed Time and Time Zone- You can send your campaign at the date and time you set.
  2. Recipients' Time Zone- Campaign will be scheduled based on the recipients' time zone.
  3. Recipients' Optimal Open Time-Your campaign will be sent within 24 hours of when you schedule it, at times when your recipients are most likely to open it.

    Optimal time for each recipient will be calculated based on past open time pattern at the scheduled date, time,and time zone you've set. The recipients will be grouped for sending the campaign at different time intervals within next 24 hours.

  4. Send in Batches- The campaign will be scheduled in batches at time intervals you specify. Batch sending aids in controlling your website traffic.

Scheduling based on Fixed Time and Time Zone

To schedule campaign based on Fixed Time and Time Zone:

  1. From the Navigation tool bar, choose Campaigns and select Regular Campaigns.
  2. Name your campaign and add content to it.
  3. In the Campaign Review page, click Select a Schedule Type.
  4. Choose Fixed Time and Time Zone.
  5. Specify the date and time.
  6. Click Schedule to start scheduling.

Scheduling based on Recipients' Time Zone

To schedule campaign based on Recipients' Time Zone:

  1. From the Navigation tool bar, choose Campaigns and select Regular Campaigns.
  2. Name your campaign and add content to it.
  3. In the Campaign Review page, click Select a Schedule Type.
  4. Choose Recipients' Time Zone.
  5. Specify the date and time.
  6. Click Schedule to start scheduling.


  1. In order to make sure all the time zones are covered, you must schedule the campaign at least 24 hours in advance.
  2. The email campaigns you send will reach your recipients at the set time in their time zone. For e.g., If you set the delivery time as 4.00 PM and one of the recipients happens to be in PST, the particular recipient will receive the email at 4.00 PM PST.
  3. The time zone stats consists of real-time campaign status of different time zones recipients. This stats helps you find the number of recipients (across different time zones) who are yet to receive the campaigns you send.

Scheduling based on Recipients' Optimal Open Time

To schedule campaign based on Recipients' Optimal Open Time:

  1. From the Navigation tool bar, choose Campaigns and select Regular Campaigns.
  2. Name your campaign and add content to it.
  3. In the Campaign Review page, click Select a Schedule Type.
  4. Choose Recipients' Optimal Open Time.
  5. Set the Date, Time, and Time Zone at which you want to schedule the campaign.
  6. Click Schedule to initiate scheduling.

Scheduling and Sending in Batches

To schedule campaign and Send in Batches:

  1. From the Navigation tool bar, choose Campaigns and select Regular Campaigns.
  2. Name your campaign and add content to it.
  3. In the Campaign Review page, click Select a Schedule Type.
  4. Choose Send in Batches.
  5. Set the Number of Batches,Time Interval, Date, Time, and Time Zone at which you want to schedule the campaign.
  6. Click Schedule to initiate scheduling.


  1. You can schedule a campaign in batches only when there are more than 200 recipients.
  2. A batch requires a minimum of 100 recipients.
  3. We recommend using Batch sending only for campaigns that do not have a time-based limitation. For instance, Batch sending isn't recommended to send out a New Year greeting campaign since all the batches wouldn't reach the recipients' on or before the New Year.
  4. Batch sending aids in controlling your website traffic. If all of your recipients' receive your campaign simultaneously, it would lead to a surge in your website traffic. Sending the campaign in batches spreads out your website traffic over a longer period of time.
  5. Advanced Campaigns cannot be scheduled based on Recipients' Time Zone, Recipients' Optimal Open Time, and Send in Batches. You can schedule it only based on Fixed Time and Time Zone.

Push Email campaigns as an event to Microsoft Calendar

You can push your email campaigns as an event to your Outlook Calendar. If you've not integrated your account with Microsoft Office 365, learn how to integrate and import subscribers from Microsoft Office 365.

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