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.
We’ve a great deal of merge tags treasure which can be used to personalize your campaign. Overall, you can divide the merge tags in two different branches:
Pre-defined merge tags - Pre-defined fields are fields set by default which are basic contact info in the sign up form / add contact page.
User-defined merge tags – User defined fields are fields that can be used to address your subscribers, only if you've created a custom field. If you’ve, then select the field and define the tag, your mail default value and social default value.
You can make use of different types of merge tags such as
At Zoho campaigns, we provide an option to create themes where you can change background color, alignment for your Header & Footer & opt for other customizations such as center alignment of your email content and sharing the email Campaign on social pages, thus, making the Header & Footer settings more relevant or identifiable to the background color of your email campaigns or organization. Let’s figure out how to create a new theme custom made for your Campaigns?
To create your own theme,
In Header & Footer, you can find the display links which determines the background information such as sender of the email and also provides the usability of the document to end customers through quick links.
You can choose any of these below links necessary for your email campaigns.
Join List – Visitors can subscribe to the mailing list by clicking the Join List tab present in the email campaign link. This option is visible to only those mailing list that are enabled with sign-up form.
Translate – This tab is used to translate the email campaign in the foreign languages mentioned in the drop-down menu.
Share – Recipients can manually share the email campaigns on their social networking pages such as Facebook, Twitter, LinkedIn, Google Plus and Pinterest profiles. Users can also view the number of shares made by the recipients on social networking sites, respectively.
Post your Comment - Your recipients can add comments to your campaign by clicking the link “View this email in a browser”. When the link is clicked, the campaign opens in a separate tab where the recipient can add comments. You can also add Merge Tags to add the link or icon for "Add Comment" option in your email newsletters.
Print – This icon provides the convenience to print the email newsletter directly from the browser.
Any theme, apart from these links, includes background color, font style & size which are pivotal and provides the solid base to it. Let’s explore the different ways to add color and font to the theme.
This section allows you to enter information relating to your company profile. The information you enter will be used in your footer. This is to let your subscribers know they are receiving emails from a genuine source helping you reduce the no. of spam complaints improving your reputation.
To add company profile, follow the steps below,
Make your changes to the header or footer by using the options on the right side. For example, you can change the font, size, or apply a different font color. You can customize the Header part and customize the same across the Footer by checking the box “Same as Header Customization.” In this way, you can create a header and footer that appears the same on every page, or you can customize the page with different header and footer options.
We also provide a few options to change the alignment of your content and to enable social plugins to share your campaign on social sites.
Use our default center alignment: This is an option to align your email content to the center. It has been found that the readability of content is high when the content is centrally aligned.
Use our social plugins: It is an add-on which provides the option for your recipients to share their email on their social pages.
This applies to the Sender's email address and reply to email address. At times, you would want to use other sender email addresses for a lot of your campaigns and not necessarily use your own email address every single time.
For security reasons, as a stringent measure to prevent any possibility of Zoho Campaigns being used as a SPAM tool, we have made it mandatory to use only verified email addresses.
Zoho Campaigns ensures you are using the correct email address and the respective owner is also aware of your usage.
To verify sender address, follow the steps below,
While you create your campaign, you can send verification email at the time of selecting Sender Email Address. All you need to do is:
Zoho Campaigns allows you to create your own custom fields for your contacts where you can store the extra information. With Custom fields, you can fill with any type of information, set character limit and use them to save data which are specific to your business.
To edit company profile, follow the steps below,
We’ve different field types to create diverse custom fields ranging from text area field to radio box.
|Field Type||Other Details|
To enter a simple text input
|Integer||To enter and validate numeric input|
To enter a valid email address
To enter a valid phone number
Format: MM/DD/ YYYY
|Date & Time|| |
Format: MM/DD/ YYYY HH:MM
|Pick List||Specify the pick list values|
|Multi-select Pick list|| |
Specify the multiple pick list values
To enter Percentage values.
To enter numerical decimals
|Radio Button|| |
To choose any one of the predefined set of options.
To choose multiple values
|Long Integer||To enter numerals with maximum characters|
To enter a web address
|Text Area|| |
To enter a text input with maximum characters, e.g. Description field.
Every custom field you create can be converted into merge tags which can be used to personalize your email content to specific recipient. For example, you can remind a subscriber to pay their EMI using the merge tag related to the custom field where the EMI amount would be mentioned.
You can make use of custom field as criteria to create segments and filter out the subscriber’s specific to an email campaign. For example, you can focus on subscribers based on custom fields related to geographical locations such as city and region and focus your email campaign to the subscribers in that region.
Sign-up form themes allow you to customize the appearance of your sign-up forms. You can edit the color, font, font-size, background-color, etc. Later, you can apply the sign-up form theme while creating the sign-up form for a mailing list.
Let's take a look at Sign-up form themes.
To create a sign-up form theme,
Make changes to your sign-up form theme by using sign-up page tools present on right hand side. For example, you can change the font, size, or apply a different font color. You can customize the page, body, heading, form and button.
Page - This is the outer space of sing-up form theme and can be customized by changing the background color and padding.
Body - This is the main space which occupies the sign-up form. You can customize the body by changing the background color, border, padding and the text color, font and size present in sign-up form.
Heading – This is the title or name of your sign-up form. You can customize the size, color and font of your sign-up form title.
Form – This is the core part of sign-up form and constitutes the field label and field text. You can customize the font, color, size of different field related options.
Button – This is the call-to-action button which confirms the completion of sign-up process. You can customize the color, and text font.