Settings

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Account settings/Company settings

1. Will my company details display in the email I send to my subscribers?

The footer section of your email campaign will display your address related information. This is for the recipients to know that the email is from an authentic source that they can recognize.

2. How can I edit my company details?

You can do this by clicking on Settings >> Company Profile

3. Can I add my logo in the footer of the email?

Yes. There are two ways to do this.

  1. Go to Settings >> Company profile
  2. You will find ‘Brand logo’.  Select file from your machine and upload it.
  3. This logo will display as a small thumbnail in the footer.

You can also go to Settings >> Campaign Themes

  1. Enter a name for your theme
  2. You will find ‘Footer logo’ section below
  3. Upload your logo and update the link for your company website
  4. Click on ‘Save’

  Billing & Subscriptions

1. What is the difference between monthly subscription and pay as you use plan?

Monthly subscription

  1. You can send unlimited number of emails
  2. You need it for Autoresponders and workflows
  3. You can add more social media accounts in Social campaigns
  4. No need to purchase email credits
  5. Best type of plan for those who use email marketing regularly

Pay as You Use Plan

  1. You need to purchase email credits in accordance to the number of emails you want to send (1 credit = 1 email/1 contact)
  2. Best kind of plan for those who don’t use email marketing on a regular basis
  3. The number of emails you can send depends on the credits you purchase

2. When moving from free account of 2000 contacts to paid account of 2,500 contacts, do I get 4,500 contacts?

No, you get only 2,500 contacts. Free account contacts do not get added to any paid plan you upgrade to.

3. When I sign up for a paid plan, do all the users in my org individually receive the number of contacts purchased?

No the number of contacts in the plan applies for the entire org and not individual users. For example, if you sign up for 5,000 subscribers, the org receives 5,000 contacts.

4. What are email credits? Do they expire?

Email credits is required only if you are under the ‘Pay As You use Model’

1 credit = 1 email

So if you need to send 1,000 emails, you need to purchase 1,000 email credits.

Note

  • Email credits do not expire.

5. When I prematurely cancel my subscription, what will happen to my contacts and mails?

Your contacts, emails and all other data will be there as it is. Sending emails is however restricted unless you renew subscription.

6. Can I have free account privileges once I downgrade from paid account?

You have to put in an email request to support@zohocampaigns.com to get free account privileges after downgrading from paid account.

7. When I cancel my account, will my data be preserved?

Yes, your data will be preserved.

8. When can I downgrade or upgrade my account?

You can do this anytime. Just visit this page https://www.zoho.com/campaigns/pricing.html or simply go to Settings --> Subscription

  Campaign Settings

1. What if I don’t want a Header and Footer? Can I still create a campaign?

You can create a campaign without a header and footer if you are a paid user of Zoho Campaigns. You also have to make sure you insert the ‘Unsubscribe’ merge tag as a hyperlink in the body of the email.

2. How do I create a campaign without a Header and Footer?

You can do this if you are a paid user of Zoho Campaigns.

  1. Click on Email campaigns >> Create campaign
  2. Fill in the details and click on Create Content
  3. Choose email type and create your content
  4. Click on ‘Save & Close’
  5. Your campaign is saved and on the same page you will see Campaign Customization
  6. Under ‘Select a campaign theme’ choose None (no Header & Footer)

A popup appears telling you to make sure you insert the Unsubscribe link in the campaign content without which the campaign will be sent with a default header and footer. Click on ‘Ok’

3. How do I edit a Campaign theme?

  1. Go to Settings à Campaign themes
  2. All the themes you have used in your email campaigns will be displayed here.
  3. Click Edit to make changes to the theme.

If the theme you are editing is associated with campaigns that are in the ‘Scheduled’ or ‘Reviewed’ status, it will be moved to Drafts. This is because it has to go for review once again. We review every aspect of the email campaign including the campaign theme.

4. Why is my campaign theme moved to drafts when I edit it?

If the theme you are editing is associated with campaigns that are in the ‘Scheduled’ or ‘Reviewed’ status, it will be moved to Drafts. This is because it has to go for review once again. We review every aspect of the email campaign including the campaign theme.

5. What happens when I click on ‘Clone theme’?

When you click on ‘Clone theme’ in Campaign themes, you are able to create a copy of the particular theme you have selected. This allows you to retain all customizations of that theme and make small modifications. You need not take the efforts to create a fresh theme from scratch when you can clone a similar theme and make the appropriate changes.

6. Can I change Header and Footer content for my email campaigns?

Yes, you can. Just go to

  1. Settings >> Campaign Themes
  2. All the themes will be displayed
  3. Click Edit button to edit theme

A pop-up will appear telling you that the campaigns associated with the theme will be moved to Drafts. Click on OK.

7. I want the same campaign theme for all my emails, how do I set it?

While you create a Campaign theme via Settings >> Campaign themes, You will see a small checkbox under Campaign name saying ‘Set as Default Theme’. Check that to set the particular theme for all campaigns.

If you have more than one theme and want to set a new one as a default theme, just go to Settings >> Campaign Themes

Click on ‘Edit’ next to the theme that you want to make as default. Under the theme name you will see the checkbox, ‘Set as Default Theme’. Check this to set the particular theme for all campaigns.

8. Can I remove the ‘Unsubscribe’ link in the footer of the email?

Yes you can. But you have to make sure you insert it in the content part of the email. There is no way of sending email campaigns without the ‘Unsubscribe’ present. This is a rule followed by all credible email marketing software.

9. Will my email appear different across various browsers or email clients?

Slight differences are possible. Currently there is no way to accurately ensure that the email appears properly across all email clients and browsers. Take precautions while inserting images. It is always better to choose an image to ‘fit’ rather than insert it the way it is. Copy-pasting content to Notepad and then pasting it in the Editor will remove issues with formatting. Avoiding lots of elements in 2-column format also limits the chances of issues.

10. Why is there a ‘Subscribe’ link in the footer of the email?

This is of use when the recipient forwards the email campaign to a contact of theirs. That person can click on ‘Subscribe’ and become a part of the same mailing list.

11. What happens when a person clicks on the ‘Update profile’ link in the footer?

A page opens whereby the person can update their First name, Last name and email address. A selection of public mailing lists from the sender is also displayed. They can check those lists that they want to be a part of.

12. What does the ‘Tell-a-friend’ link do?

A recipient can click this link to enter the email address of a person who they want to share the email campaign with. The fact that the email campaign has been shared via this link will be reflected in your Reports.

13. Can I insert my social media links in the footer?

Yes you can have links to your Facebook page, Twitter profile and LinkedIn page in the footer. When you are creating a campaign theme via Settings >> Campaign themes, you will find the provisions for Facebook page, Twitter profile and LinkedIn Page at the bottom. Click on ‘Show in footer’ and insert the urls of your respective pages.

14. How do I remove the Zoho Campaigns logo from my footer?

As long as you are a free user of Zoho Campaigns, the logo will be displayed in the footer. You need to upgrade your account to a paid version to have it removed from your campaigns.

15. How to create a Custom field?

  1. Go to Settings >> Custom Fields
  2. Select a Field type. For example, select Integer if you want the field to have numerical data. Scroll through the list and pick the one that is most appropriate.
  3. Display label is going to be the name of the field. For example you can put in ‘Phone number’ as the display label if you are creating the custom field for this.
  4. Depending on the field type you pick, you have to enter field length or other details.
  5. Click ‘Add’ and a custom field will be created.

  Manage users & Privileges

1. Can I allow someone else to take care of my email campaigns?

Yes you can. You need to add them as a user to your org.

  1. Go to Settings >> Manage users
  2. Enter the email id and name of the user you want to add.

2. How do I make someone else the admin of my Campaigns account?

Follow the step below:

  1. Go to Settings >> Manage users
  2. You will see the list of users
  3. Click on Change role as admin next to the name of the user

3. Can I define administrator privileges for my users?

Yes you can. Just go to Settings >> Manage users >> Privileges Now set the desired privileges.

4. What is the maximum number of users I can add? Are there any additional costs?

You can add a maximum of 5 users and there are no additional costs.

5. How many sender email addresses can I add?

You can add up to 5 sender addresses.

6. Why can't other users see my campaigns?

  1. Please check to see if you have set the right privileges.
  2. Go to Settings >> Manage Users >> Privilege
  3. Ensure that you have enabled the appropriate privileges that allow users to access your campaigns.

  Email Authentication

1. Is it mandatory to authenticate my email domain?

It’s not mandatory but we recommend our users to authenticate their email domains so that it increases their email deliverability.

2. Do I need to be a tech-savvy to authenticate?

Not necessary, to setup your SPF/DKIM information in your text records you need to follow the instructions mentioned in our help section:

https://www.zoho.com/campaigns/help/setup-spf-dkim.html

3. Whenever I send mailers with an image, it lands in the Junk/Spam folder of the recipient. Is there a way to ensure it reaches Inbox rather than Junk?

This could be due to the following reasons:

1) When the sender and recipient address are from the same domain.
2) If the subject or content contains spam words.
3) If you use single image without any text in the email content.

To achieve good delivery rate we suggest you to setup email authentication for your domain.

You can find the subdomain by clicking Settings tab —>Email Authentication —>SPF/DKIM setup.

4. I usually see that all my email campaigns get statistics about 80% of unopened. What does this signify exactly? Not received, or simply not opened?

It means that the 80% of the people might have not have read your email or deleted the email without opening it or your recipients might not have viewed the email completely by loading all the images in the email content.

We recommend you to configure the Email Authentication under Settings--->Email Authentication for better deliverability.

  Merge Tags

1. What are merge tags?

In Zoho Campaigns merge tags are used to pull information such as First name and Last name from the mailing list into the email campaign. Additionally, there are merge tags for inserting Youtube video and tags for inserting the Subscribe and Unsubscribe links. Visit this link for more information https://www.zoho.com/campaigns/help/merge-tags/index.html

2. What is a Mail default value and Social default value?

Mail default value- in the absence of the custom field item, whatever you give as a mail default value will occupy that place. For example if your custom field is ‘Company name’ and you enter ‘Tenant’ as a mail default value, the campaign will use the word ‘Tenant’ if there is no item under Company name in the mailing list.

Social default value- this is the same as mail default value except that it applies for social media.

3. Can you edit predefined merge tags?

No you can’t edit predefined merge tags. You can create your own merge tags. Redirect to (Can I make my own merge tags?)

4. Can I make my own merge tags?

You can. You must first create a Custom field and then create a merge tag for it. Just follow the steps below.

  1. Go to Settings --> Custom Fields
  2. Select a Field type. For example, select Integer if you want the field to have numerical data. Scroll through the list and pick the one that is most appropriate.
  3. Display label is going to be the name of the field. For example you can put in ‘Phone number’ as the display label if you are creating the custom field for this.
  4. Depending on the field type you pick, you have to enter field length or other details.
  5. Click ‘Add’ and a custom field will be created.

Now to create Merge tags, follow these steps

  1. Now go to Settings--> Merge Tags
  2. Click on Contact Custom Tags and click on the button Add Contact Custom Tag
  3. The field you created under Custom field will appear in the dropdown menu, choose that.
  4. Type in the merge tag in caps without space. You can see a small preview right there that would look something like this $[UD:SAMPLE]$
  5. Enter a ‘Mail default value’. In the absence of the custom field item, whatever you give as a mail default value will occupy that place. For example if your custom field is ‘Company name’ and you enter ‘Tenant’ as a mail default value, the campaign will use the word ‘Tenant’ if there is no item under Company name in the mailing list.
  6. Enter a ‘Social default value’. This is the same as mail default value except that it applies for social media. Now you have created a custom merge tag.

5. How do I add a video in my email campaign?

You can add a video from Youtube or Vimeo in your email campaign. Video Merge tags are used for that. You can find them in Settings --> Merge Tags --> Video Tags.

6. What happens when a customer clicks on the ‘Like’ button in the content of the mail? Does they automatically ‘Like’ my page?

No, by hitting ‘Like’ a customer only ‘Likes’ the email campaign and not the Facebook page.

On clicking on the ‘Like’ button, the email campaign opens in a new browser. Here the number of ‘Likes’ and ‘Comments’ will show on the top.

7. How can I address a company with its name?

You must first create a Custom field and then create a merge tag for it. Just follow the steps below:

  1. Go to Settings >> Custom Fields
  2.  Select Text under Field type.
  3.  Display label is going to be the name of the field. Type in the words Company name.
  4.  Under Field length, choose a certain number of characters that you think the Company name will not exceed.
  5.  Click Add and a custom field will be created.

For the merge tag, follow the steps below:

Go to Settings >> Merge Tags

  1. Click on Contact Custom Tags and click on the button Add Contact Custom Tag
  2. ‘Company name’ will appear in the drop down menu, choose that.
  3. Type in COMPANY NAME in caps without space. You can see a small preview right there that would look something like this $[UD:SAMPLE]$ 
  4. Enter a ‘Mail default value’.  In the absence of the custom field item, whatever you give as a mail default value will occupy that place. Here your custom field is ‘Company name’ and you enter ‘Tenant’ as a mail default value, the campaign will use the word ‘Tenant’ if there is no item under Company name in the mailing list.
  5. Enter a ‘Social default value’. This is the same as mail default value except that it applies for social media.

Now the merge tag will appear under 'Contact Custom tags' under Merge Tags.