Marketing Automation

Calendar Based Promotions

Quick Linksup

Zoho Campaigns offers Calendar Based promotions - an automated email marketing plan to promote your product/services for Calendar-Based events such as Christmas, Halloween day, summer holidays, etc. 

Create Calendar Based Promotions

To create a Calendar-Based promotions Autoresponder, follow the steps given below:

  1. Go to Autoresponders tab --> Create Autoresponder.
  2. In the Create Autoresponder page, click Calendar based Autoresponder.
  3. Give name to your Autoresponder and select the Mailing List that you want to send your Autoresponder.
  4. To send the Autoresponder to a segment of mailing list, select the check box for Select Segment and choose the segment from the drop down menu.
  5. Choose the Yes radio button to repeat the promotional offer for the forthcoming years.
  6. Click the Create button to proceed. This will take you to the page, where you can create messages for this Autoresponder.

Create Calendar Based Promotions Messages

To create the message for the Autoresponder, follow the steps given below:

  1. Click the Create Message button to create your message for the Autoresponder.
  2. In Build your Promotion page, add the following information:
    • Promotion Name - Give a name to your message.
    • When - Select the event. This could be a festival, anniversary or a special event.
    • Send on - Choose when to send the message.  You can either send it earlier or schedule it on a later date.
    • At - select the time and time zone for the scheduled message.
  3. Click the Save button to proceed.
  4. Now, you can create the content in the same way as a regular email campaign is created such as entering basic details, adding content, and send it for review.
  5. Once the message content is reviewed, you can start the Autoresponder  by clicking the Activate button.

Seasonal Tags

An easy way to identify messages by labeling them with tags which are relevant to promotions such as festivals, seasons, sports, and annual celebrations. Tagging the messages under a seasonal tag will help you to group them under a common banner.

Edit Autoresponder Message Name

You can edit an Autoresponder message name by following the steps given below:

  1. Go to Autoresponders subtab, and click the relevant Autoresponder .
  2. Now, go to the relevant message and click the Settings icon.
  3. This will prompt you with a pop-up where you can edit the message name.
  4. Enter the new message name and click the Save button to confirm.

Edit Autoresponder Message Timing

You can edit the timing of an Autoresponder message by following the steps given below:

  1. Go to Autoresponders subtab, and click the relevant Autoresponder .
  2. Now, go to the relevant message and click the Edit icon corresponding to Send Settings.
  3. You’ll get a pop-up page to schedule the timing.
  4. Click the Done button to confirm.

Edit Autoresponder Message Content

You can edit Autoresponder message content by following the steps given below:

  1. Go to Autoresponders subtab, and click the relevant Autoresponder.
  2. Now, go to the relevant message and click the Edit link to make changes in the message content.
  3. Click the Proceed button.

Clone Autoresponder

You can clone an Autoresponder by following the steps given below:

  1. Go to Autoresponders subtab, and click the Autoresponder.
  2. Click the Clone button on the top Autoresponder.
  3. Click OK to confirm.

Disable Autoresponder

Disabling an Autoresponder will pause all the Autoresponder messages.

  1. Go to Autoresponders subtab, and click the Autoresponder.
  2. Click the Disable button on the top of page.
  3. Click OK to confirm.

Delete Autoresponder

You can delete an Autoresponder by following the steps below:

  1. Go to Autoresponders module, and click the appropriate Autoresponder.
  2. Click the Delete button on the top of Autoresponder.
  3. Click OK to confirm.

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