Zoho Campaigns Integration

    Zoho Campaigns is an email and SMS marketing solution designed to help your business connect with your customers through personalized and targeted messaging. It provides automation tools, real-time analytics, and seamless integration with other Zoho apps and third-party platforms.

    With Zoho Campaigns integration in Zoho Mail, you can manage your email marketing more efficiently. It allows you to quickly add emails to your contact lists, browse through your existing lists, and access drafts or recently sent campaigns. It also enables you to create new campaigns and analyze detailed performance reports of those you have already sent.

    Configure Zoho Campaigns

    Zoho Campaigns integration in Zoho Mail will not enabled by default and will only be available once the Organization Admin configures it. After configuration, users can easily access the Zoho Campaigns extension directly from their accounts. To enable the integration, follow the steps outlined below in the Admin Console:

    1. Log into Zoho Mail Admin Console as a Admin.
    2. Navigate to Other App Settings> Extensions.
    3. Scroll or Search for Zoho Campaigns Integration.
    4. In the Zoho Campaigns integration tab, Turn on the toggle button to enable the Integration.  
    5. Click Enable in the confirmation pop-up.
    6. You can either choose to enable the integration for
      • All users- All users part of the organization, will be able to use the Integration.
      • Selected users/groups- Add the user account in the Associated Users tab to enable the integration for the users or for specific groups in the Associated Groups tab.

    Once the organization Admin enables the Zoho Campaigns integration in the Admin Console, the extension will be automatically available to all users. Additionally, users can enable or disable the extension as needed to suit their preferences via Zoho Mail settings.

    You can also choose a different portal to use Zoho Campaigns in Zoho Mail instead of the portal selected by default by navigating to the Zoho Campaigns integration settings in Zoho Mail settings.

    Access Zoho Campaigns extension in eWidget

    For easy access and better navigation, the Zoho Campaigns extension will be available as a eWidget in the right pane. To access it, simply click on the Zoho Campaigns eWidget icon. For quicker access, you can pin or mark the Zoho Campaigns icon as a favourite within the eWidget pane. Once you click on the Zoho Campaigns eWidget, you will be directed to the Campaigns tab.

    Manage Workspaces

    All the Workspaces you have created or joined will be displayed in the Zoho Campaigns eWidget. To switch to a different Workspace, simply click the Workspace name drop-down menu located in the eWidget header.

    View Campaigns

    With the Zoho Campaigns eWidget in Zoho Mail, you can easily view all the campaigns you have created in Zoho Campaigns, along with their creation dates displayed for your convenience. You can also:

    • Click on any of the created Campaigns to view basic details such as Subject, Sender Address, Reply-to-Address, Recipients, Campaign Preview and Summary Report. You can preview the Campaign created by clicking on the View Campaign icon.
    • You can directly view any campaign you have created by clicking the Open in Campaigns icon within the Zoho Campaigns application.

    Contact Lists

    Easily manage your email recipients by adding their email addresses as Contacts. This helps you organize your audience and ensures your emails are sent to the right people. All the Contacts associated with the list they are part of that you have saved will be listed in the Contact lists tab.

    Lists help you group your contacts under a specific group. You can use lists in sending campaigns to a particular group of contacts. Lists can also be created for your reference.

    Add a list

    1. Log into your Zoho Mail account.
    2. Click on the Zoho Campaigns extension in eWidget.
    3. In the Contacts tab, click on the + icon available in the top right corner.
    4. In the Create List pop-up, enter the list name and enter the email addresses you want to add to the list. You can remove the email addresses by clicking on the Remove icon.
    5. Click on Create list to save contact details.

    Add a contact

    1. Log into your Zoho Mail account.
    2. Click on the Zoho Campaigns extension in eWidget.
    3. In the Contacts tab, click on the + icon available in the top right corner.
    4. In the Create Contact pop-up, enter the email addresses, first name, last name and the list(List name) you want the contacts to be associated with.
    5. Click on Create contact to save contact details.

    Search

    With multiple contacts and lists details, finding a specific information can be time-consuming. To save time, you can use the Search bar in Zoho Campaigns eWidget to quickly find what you are looking for, instead of manually scrolling. The search allows you to easily access information in your Zoho Voice extension. Simply enter your prompt for the details you require and click enter to view the relevant details.

    Create Contact/ List from Email

    You can add email address as contacts or c

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