Create Email Campaign

Create Email Campaign

How Can I...up

The Basic Details

To create a new campaign

    1. In the Email campaigns tab, click New Campaign or go to Home tab, in Getting Started page, Click Create Campaign.
    2. In the Create New Campaign page, enter the campaign details such as Campaign name, subject, sender’s name, etc.

      Field Description
      Campaign Name To identify the email for your future purpose.
      Campaign Subject A suitable subject line which relates to your Campaign.
      Sender’s Name You can either mention your name or your organization’s name.
      Sender’s email address You’ve to specify your business email address. (By default, it’ll reflect the email address related to your Zoho Campaigns account).
      Reply to Address The purpose of this email is to receive any reply from subscribers. This can be same to that of sender’s email address.

    3. Advanced options: You can opt for Google Analytics to keep a track on traffic flow and traffic source of your email campaign. To monitor the website traffic, Zoho campaigns tags 3 campaign tracking parameters to all the URLs present in the email campaign such as
      1. utm_source=Zoho Campaigns

      2.utm_campaign=Campaign Name


      In the preview page of your email campaign, we suggest you to verify all the URLs. If it is not working, please disable this "Google Analytics" option.
    4. You can personalize your “To” address by showing importance to your subscribers by customizing their first name and last name.

  1. Click Next to proceed.


  • To use another email address as the sender’s email address, you need to verify the email address by sending a verification email to your own email address.

Content Configuration

In this step, you would configure the content of your email by choosing your email type and content option.

Choose Email Type

Select any of these to choose the email type

  1. HTML & Plain Text – This option allow the user to send the message in both HTML (rich text) &text (plain text) format. The advantage of sending an email through both the format is that it’ll enable the recipients to receive a well formatted email of their choice. And, if you’ve provided the HTML file, Zoho Campaign will extract the content for the plain text, automatically.
  2. HTML only – In this type, an email will display with visual images and logo provided the email recipient has the browser and device to support this format.
  3. Plain Text only– They are simple emails with no bells & whistles of images and logos and the purpose is to send the message without losing any content. It has been found that plain text version shows a high degree of email deliverability.


  • We recommend you to opt for HTML & plain text option for better reach of recipients and hassle-free content.
  • The option of open & click reports summary is ruled out in plain text content.

Choose Content Option

In this section, you can choose the content from the options ranging from professional drag & drop templates, importing the existing files of HTML or designing your own HTML page using HTML editor or importing documents from your Google accounts.

Templates - You can design a HTML email with one of our template layouts where you can upload images, add text, have options for button, inline image, anchor tag, and easy customization of the layout using the dropdown feature. We’ve categorized our template on the basis of your requirements.

  1. Basic Templates - These are simple templates with one column, two column & three column formats. Customize one of these layouts by adding your text, images and proceed.
  2. Designed Templates - These have different types of templates catering to the needs ranging from business to festivals and all you’ve to do is to add the content alone.
  3. Smart Templates The USP of these templates is that they are well optimized to use in your mobile phone and of course with the features mentioned in above templates.

Template Editor - Customize your template by adding the background color and by using drag & drop function such as content, images, layout and column size.

  • Background Color – You can customize the background (inner as well as outer) color for your template.
  • Drag and Drop Editor – This feature allows you to design your email templates by adding subheading, paragraph, images, table and columns and the best part is that you don’t require any HTML or web designing knowledge.
  • Rich-Text Editor – Customize the text part of the content such as font, style, size, alignment, etc.
  • Add Images – You can upload images of your choice and customize it to a compatible size.
  • Layout– You can select either two or three column layouts in your template. You can also select the width for the columns in the layouts.


  • Template Library – A place where you can save your designed templates in order to avoid repeated designing of templates.

Import/Upload - In this option, you can import the HTML content for the email. Browse and select the HTML file along with the related images that were created for your campaign and upload them here.

To import the HTML content,

  1. Go to Content Configuration page, Select Import/ Upload option.
  2. Browse and select the HTML page and related image files in Zip folder.


Here you need to upload the HTML file for the campaign designed for your email newsletter.

Image Files

All images which include logo, banner, and CSS files should be zipped into single folder. Make sure that you zip the images folder and not the images. We’ll extract the images from the .zip folder.

In spite of uploading the image zip, I’m not able to find any image.

It can be one of these scenarios due to which you are not able to view your image.
HTTP resource:

  • Typo error – Recheck the spelling of the images and its code in HTML; it may be a typo error.
  • 404 Error – This error occurs when the image is removed from that particular location.
  • Authenticated session access – Particular image is taken from a site which requires an access into the website.
  • Not a public image – Image cannot be accessed publicly.

Non-HTTP Resource:

  • Please check whether the image is present in the zip folder.
  • Recheck the spelling of the images and its code in HTML; it may be a typo error.
  1. Click Import button to upload the files.

HTML Editor - You can design your own HTML content using our HTML editor and you don’t have to take the trouble of importing your HTML files along with the related images, logos and CSS files.


  • Avoid using any embedded videos & options for dropdown list, radio button, checkbox and iframe.

Import Google Docs - In this option, you can import the document from your Google Account. Before importing a document, make sure that you integrate your Google account with Zoho Campaigns. Once you import the document from Google Docs, you do not have the option to edit the content and have to reimport the content after making necessary changes in the Google Docs. Learn how to integrate Google account with Zoho Campaigns.


  • Avoid using any spreadsheets or drawings in the document.

Campaign Customization - Customize your Campaign with themes where you can change the background color, font style & size and personalize the header & footer options. Here the theme you can select from the dropdown list. Learn more about Campaign Themes (Header & Footer Customization).


  • In the preview page, you can view how your email content would look to your recipients. We provide both the options of HTML as well as plain text preview page.

Choose Recipients

  1. In Choose Recipients page, select the mailings of contacts.
  2. If you’ve not created any mailing list, nothing to worry, you’ll be asked to create one.
  3. To create a mailing list, follow the path Contacts tab --> Import Contacts subtab. Learn more on How to import Contacts?
  4. Click Proceed.

Send Test Mail

While creating an email campaign, it is always recommended to send a test mail to view how the message will look in the recipients’ inbox. Moreover it acts as an acid test 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.
  3. Click Send Test Email to proceed.


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


  • To use another email address as the sender’s email address, you need to verify the email address by sending a verification email to your own email address.

Send for Review

Before you send your campaign, it undergoes the process of review where one of our moderators checks the content, subject line and mailing list and verifies the anti-spam compliance. Learn more on why my campaign is reviewed?

Send Campaign

In the Delivery options page, we’ve three different options to send a campaign.

    • Send Immediately - To send your mails immediately.
    • Schedule Delivery - To schedule the emails to be sent later.
    • Send later in Recipient's Time Zone - To send emails based on each subscriber's time zone.

To schedule based on Recipient's Time Zone

  1. In the Schedule Email page, select Send Later in Recipient's Time Zone.
  2. Choose the date and time for email delivery.
  3. Click Schedule.


  • You have to schedule campaigns at least 24 hours in advance so that all time zones in the world are covered.

Time Zone based Reports

During the 24-hour period when the emails are being sent, you can view a detailed report of the campaign. The following reports will be shown:

  • Recipient Activity as a Summary View
  • The Time Zone Stats will show the number of recipients in every time zone and also the status of the emails sent. (Scheduled or Sent).

Exclude Contacts

Using this feature, you can exclude the contacts which have already received a campaign so that you can concentrate your campaign on newly added contacts. Let us explore and understand the relevance of exclude contacts in email campaigns.

Case Study on Monthly Newsletter: Softosys Corporation sends a monthly newsletter to a mailing list of 500 contacts. After a week, you notice that 200 contacts have been added to the same mailing list. Now, you clone the sent campaign (monthly newsletter) and select the same mailing list to send the campaign to newly added contacts. It is obviously redundant to send the cloned campaign to already existing contacts from that list. In order to exclude those sent contacts from the list, you can make use of this feature called Exclude Contacts.

To Exclude Contacts

  1. In Send Campaigns page, Click Exclude contacts.
  2. You’ll be prompted with the Recipients of the Campaign with a drop down menu.
  3. Select the previous sent campaign.
  4. Click Save to proceed.

Case Study on Promotional Offer: It is a season sale and you are running a product promotional offer for your subscribers and send an email campaign to a mailing list. After a week, 50 subscribers get added to the mailing list and you want to send the promotional offer by cloning the sent campaign.

After a week, 100 more subscribers get added to the list and you repeat the cloning process to newly added subscribers again.

In such scenarios, when you want to exclude all contacts of previous sent campaign, you can Add Criteria in the popup message and exclude those contacts and opt for Any option wherein any contacts of those previous sent campaigns will be excluded.

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


  • You can have Add Criteria option to the maximum of 5 Campaigns.
  • Exclude contacts feature is not applicable to Child Campaigns, Drip & A/B Campaigns.

Social Sharing

Promote your email campaign on social media by sharing it on Facebook, Twitter and LinkedIn.

To share it on social media

  1. Click Email Campaigns moduleàClick the campaign you want to share.
  2. In Report Summary page, click Social Share button.


  • Associate your social accounts to share your email campaign, respectively.
  • Only Sent campaigns can be shared on social media.

Related Topics

Campaign Themes | Merge Tags

Related FAQs

1.How can I make sure my emails are not considered Spam?
2. What are the types of templates, Zoho Campaigns offer?
3. I am sending out bulk emails, but my subscribers should feel it personalized?