To create a new campaign,Click the Email campaigns tab (next to the Home tab), and then click Create Email Campaign
Click the Home tab --> Getting Started --> Create Email Campaign
Fill in the following information:
|1. Name||Name your Campaign for future reference.|
|2. Subject||A suitable subject to describe your Campaign.|
|3. Personalize sender details with CRM data||Select this checkbox to personalize the sender name based on account owner present in Zoho CRM. Learn more|
|3. Sender Name||Mention your name or your organization’s name.|
|4. Sender Email Address||Specify your business email address. (The email address used to create your Zoho Campaigns account will be set as sender address by default)|
|5. Reply-to Address||This should be the same as the sender email address.|
Personalize your "To" address: Instead of just adding the recipients' email addresses, add their first and last name too.
Advanced Options: You can use Google Analytics to track the traffic flow and the traffic source of your campaign. We tag 3 campaign-tracking parameters to all URLs in the email campaign:
Note : You can use an alternate email addresses as the sender's email address. Just add the email address, send a verification email; verify and use.
Design and configure the content of your email by choosing your email type and content option:
Templates - You can go with one of our templates and upload images, add text, have options for button, inline image, anchor tag, and easily customize the layout using the dropdown feature. We’ve categorized our templates on the basis of your requirements:
Template Editor - In addition to selecting a template you can add to the design and upload images, add text, have options for button, inline image, anchor tag, and easy customization of the layout using the dropdown feature. All these options are available through the template editor.
To import the HTML content,
Here you need to upload the HTML file designed for your email campaign.
All images which include logo, banner, and CSS files should be in a single zip folder. Make sure that you zip the images folder and not the images. We’ll extract the images from the .zip folder.
If inspite of uploading the image zip folder, the images do not appear on the email it can be one of these reasons:
Campaign Customization - Customize your campaign with themes.
Here you can change the background color, font style & size and personalize the header & footer options. You can select the theme from a dropdown list. Learn more about Campaign Themes (Header & Footer Customization).
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
To ensure that your email campaign reaches the recipients inbox, our moderators check the subject line, mailing list and content for anti-spam compliance. Learn more on "Why is my campaign reviewed?"
You have three options to send a campaign.
To schedule email campaign based on Recipient's Time Zone
You can view detailed reports of the campaign. The following reports will be shown:
You can exclude contacts who have already received an email for a particular campaign to concentrate on newly added contacts.
To Exclude Contacts, follow these steps:
If you want to exclude all contacts of a previously sent campaign, you can Add Criteria in the popup message. The contacts will be excluded by adding 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.
Promote your email campaign on social media by sharing it on Facebook, Twitter, LinkedIn, Google Plus, and Pinterest.
Click Email Campaigns tab --> Choose the campaign you want to share.
In Report Summary page, click Social Share button.
You can also manually share their email campaigns on Facebook, Twitter, LinkedIn, Google Plus, and Pinterest profiles.
When it comes to reviewing any e-mail campaign content, a moderator or the campaign content administrator plays a vital role with respect to the approval of the campaign to be sent. Lists of mandatory checks taken are the following as 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 don't 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.
2. What are the types of templates Zoho Campaigns offers?
At Zoho Campaigns we offer wide range of templates such as basic templates, designed templates and smart templates or mobile templates.
3. How do I personalize the email for bulk email campaigns?
You can personalize your messages with your recipients’ name, address and other details by using merge tags. Merge Tags are smart tags that pulls data directly from your mailing list into your email message. You can personalize the subject and/or the content.