Zoho Campaigns

Zoho Campaigns Advanced Analytics

Zoho Campaigns Advanced Analytics powered by Zoho Reports enables you to easily analyze your email campaigns and derive great insights. This helps product marketers and analysts to slice and dice their campaign data, keep track of them and effectively manage their email campaigns.

You can create and analyze reports on email domain, subscribers, list, users, campaigns etc., and do much more. This connector comes with 50+ core hand picked reports and dashboards that will help you jumpstart on analyzing data.

Note:

  • The Zoho Campaigns Advanced Analytics is currently in public beta testing. Therefore, you may encounter certain functional bugs and limitations.
  • This connector is available for all the paid users of Zoho Reports.
  • If you are a free plan user and wish to evaluate this integration, write to us at support@zohoreports.com

General

  1. What is Zoho Reports?
  2. Why Zoho Campaigns Advanced Analytics connector?
  3. Who can use the Zoho Campaigns Advanced Analytics connector?
  4. What are the advantages of using Zoho Campaigns Advanced analytics over the reporting module inside Zoho Campaigns?

Pricing

  1. How much does this cost?
  2. What do you mean by 'Users' in the pricing plan?
  3. What do you mean by 'Rows' and how is it calculated in the pricing plan?

Setup

  1. How do I setup the Zoho Campaigns Advanced Analytics?
  2. How long should I wait for my Zoho Campaigns data to initially appear in Zoho Reports?
  3. I got this email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?
  4. How frequently can I synchronize my data with Zoho Reports?
  5. Can I edit the Zoho Campaigns connector Synchronization setting?
  6. Can I synchronize my Zoho Campaigns data instantly?
  7. Can I setup the Zoho Campaigns within any other existing databases or in any other Advanced Analytics database?
  8. Can I transfer my Zoho Campaigns connector to another admin account?
  9. How can I remove the setup?

Reporting Features

  1. How can I create reports using this connector?
  2. Can I create reports using the columns from different forms?
  3. What are the report types supported by Zoho Reports?
  4. What are Formulas in Reports?
  5. How do I create my own formulas in Zoho Reports?
  6. What are the default formulas added by Zoho Reports on setting up this connector?
  7. Can I add/modify data in the Zoho Campaigns data tables from within Zoho Reports?
  8. Can I add new columns to the Zoho Campaigns data tables from within Zoho Reports?
  9. Can I add new data tables in this reporting database to create reports & dashboards?
  10. Can I combine data from other sources with the data from Zoho Campaigns to create reports and dashboards?
  11. Can I join data from multiple tables to create reports?
  12. What are Query Tables?

Users, Sharing & Collaboration

  1. How do I share the reports in Zoho Reports with my colleagues?
  2. Why are other members in my company not able to access the reports created?
  3. How can other members in my company create reports?
  4. What are the user roles available in Zoho Reports?
  5. Why can't other users edit the reports that I have shared with them?
  6. How do I access the reports that I create using this?
  7. Can I share the same report created by multiple users with different criteria associated, so that they see different data?
  8. Can I export a report/dashboard?
  9. How can I print the reports & dashboards created in Zoho Reports?
  10. How can I email reports & dashboards created in Zoho Reports in a scheduled manner?
  11. How do I embed my reports in my intranet, blog or presentation?

Cross-Functional Analytics with Popular Business Applications

  1. What are the popular business applications that I can integrate Zoho Campaigns with?
  2. How can I analyze the data from the business applications along with Zoho Campaigns
  3. Will a relationship (lookup) be created between Zoho Campaigns and the third party applications that I integrate it with?

Solutions

  1. Does Zoho Reports support embedded analytics or rebranding?

Help & Support

  1. How do I get technical support on Zoho Reports?
  2. Can I have someone from Zoho do a demo of this for me?

General

1. What is Zoho Reports?

Zoho Reports is an on-demand reporting and business intelligence solution that helps you derive insights on your business data through its powerful reporting and analytical capabilities. You can create dynamic reports in minutes, with no IT help.

It offers the following important capabilities:

2. Why Zoho Campaigns Advanced Analytics connector?

Zoho Campaigns Advanced Analytics enables you to import/synchronize your campaign data in Zoho Campaigns into Zoho Reports for advanced reporting and analysis. This brings in all the capabilities of Zoho Reports described above to Zoho Campaigns users.

3. Who can use the Zoho Campaigns connector?

Any Zoho Campaigns user (Paid user) who wishes to analyze their application data can make use of this.

4. What are the benefits of using the Zoho Campaigns Advanced Analytics over the inbuilt Reporting module in Zoho Campaigns?

The advantage of using the Zoho Campaigns Advanced analytics over the reports tab inside Zoho Campaigns is tabulated below.   

Reporting Module in Zoho CampaignsZoho Campaigns Advanced Analytics
Users cannot create any reports or dashboards. The Reports section in Zoho Campaigns allows the user to view basic reports such as open rate, click rate etc.It offers over 25+ chart types along with pivot, summary and tabular views. Users can create any type of report over their data. Also, the Zoho Campaigns Advanced Analytics comes with over 50+ handpicked default reports and dashboards that you will find of great use.
Does not support the creation of dashboards.Users can create dashboards to view all the reports in a single page layout
Cannot create KPI Widgets.Allows creation of KPI widgets to track and monitor the key performance metrics. Supports 6 types of single number widgets and 2 types of chart type widgets.
Cannot combine and analyze data from different sourcesCan combine data from any resources for advanced reporting and analysis
Does not allow the users to email the reports.Users can not only email reports to users but also schedule emails.
Does not allow the users to embed the reports that they create.Users can embed the reports that they create in a website or blog.
Does not offer formula engine.Offers a powerful formula engine.
Limited customizations.Offers a wide range of customizations.

Given the advantages, we would recommend you to use the Zoho Campaigns Advanced Analytics.

Pricing

1. How much does this cost?

Zoho Campaigns Advanced Analytics is currently in public beta testing and is enabled for all the paid users of Zoho Reports. 

2. What do you mean by 'Users' in the pricing plan?

Anyone to whom you privately share your databases, tables (data), reports and dashboards, created in Zoho Reports, for collaboration is considered a 'User' in Zoho Reports. A user is identified by his/her unique email address, with which their Zoho Reports account was registered.

Suppose you subscribe to the Zoho Reports Standard plan, you can privately share the data/reports in your account and collaborate with 4 other persons. Now your Zoho Reports account is said to have 5 users (including yourself). Click to know more about the Zoho Reports user model.

3. What do you mean by 'Rows' and how is it calculated in the pricing plan?

In Zoho Reports, a row or record is defined in the same context as in a database (or spreadsheet). In simple terms, a table consists of rows (records) and columns (fields). Each row in a table represents a set of related data and has the same structure. For example, in a table that represents "Invoices", each row would represent a single invoice record. The number of rows calculated for pricing is the sum of all rows/records stored across all your database tables in your Zoho Reports account.

Setup

1. How to Setup Zoho Campaigns Advanced Analytics?

Also refer,

2. How long should I wait for my Zoho Campaigns data to initially appear in Zoho Reports?

After configuring this connector, you might have to wait some time for the initial fetch to happen. You will receive an email notification once the import is complete. If you access the database before the initial fetch, it will not display any data.

3. I got this email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?

The import/sync process of your Zoho Campaigns data can fail sometimes, due to a variety of reasons. Hence you may receive such mails occasionally. The Zoho Reports team will look into it immediately and get back to you, after taking the required corrective action.

Case 1: You will receive the Setup Process Failed mailwhen there is a failure during the initial fetch. In this case, we request you to:

  • Open the database in which you have setup the connector.
  • Click the Zoho Campaigns button (or Data Sources button - in the case where the database contains multiple tables) in the Explorer tab.
  • In the Data Sources tab that appears click the Retry Now link.
  • If the issue persists please do write to support@zohoreports.com. We will look into it and get back to you immediately.

Case 2: You will receive the Synchronization Failed mail if there is any failure during the data synchronization process between Zoho Campaigns and Zoho Reports, after the initial setup & import of data. This might be a momentary failure due to any internal issues. This import schedule will get suspended if there are five successive failures.

4. How frequently can I synchronize my data with Zoho Reports?

If you are a Basic plan user, you can synchronize your data once every day.

If you are a user of the Standard plan or above, you can choose to synchronize your data at one of the hourly intervals mentioned below.

  • 3 Hours
  • 6 Hours
  • 12 Hours

5. Can I edit the Zoho Campaigns connector Synchronization setting?

Yes, you can edit the Zoho Campaigns connector synchronization setting if you are the administrator of the Zoho Campaigns Advanced Analytics Database.

To do so,

  • Open the Zoho Campaigns Advanced Analytics reporting database.
  • Click the Zoho Campaigns button in the Explorer tab (or Data Sources button - in the case where the database contains multiple connector setups).
  • In the Data Sources tab that opens, click the Edit Setup link.

  • Make the necessary changes and click Save.

6. Can I synchronize my Zoho Campaigns data instantly?

Yes, you can synchronize your Zoho Campaigns data instantly when needed.

To synchronize your data instantly:

  • Login to your Zoho Reports account.
  • Open the corresponding reporting database.
  • In the Explorer tab, click Zoho Campaigns button (or Data Sources button - in the case where the database contains multiple connector setups).
  • In the Data Sources tab that opens click Sync Now.

  • Zoho Campaigns data will get instantly synchronized.

Note: This option can be used to a maximum of five times between the schedules

7. Can I setup the Zoho Campaigns Advanced Analytics in any other existing reporting databases or in any other Advanced Analytics database?

Yes, you can setup the Zoho Campaigns Advanced Analytics in any of the existing reporting databases or in any of the Advanced Analytics database to analyze data together. To do this,

  • Open the reporting database into which you would wish to import your Zoho Campaigns data
  • Click the Import Data button in the Explorer tab or Select New > New Table/Import Data.
  • In the Create New Table tab that opens, select Import from Zoho Campaigns.
  • In the Import from Zoho Campaigns dialog that opens, authenticate your Zoho Campaigns account.
  • Select the form and the corresponding fields that need to be imported into Zoho Reports.
  • Select the necessary schedule import options in the Schedule Import Settings section and click Next.

Your Zoho Campaigns data will be imported into your database. Refer to this setup presentation.

8. Can I transfer my Zoho Campaigns connector to another admin account?

At present, we do not provide an option in the user interface. If you require this transfer, please do mail us to support@zohoreports.com and we will do this for you.

Once the transfer is done, the new administrator must login to his Zoho Reports account and follow the below steps.

  • Open the corresponding reporting database.
  • In the Explorer tab, click Zoho Campaigns button (or Data Sources button - in the case where the database contains multiple connector setups).
  • In the Data Sources tab that opens click Re-authenticate.

9. How do I remove this setup?

  • Login to your Zoho Reports account.
  • Open the corresponding reporting database.
  • In the Explorer tab, click Zoho Campaigns button (or Data Sources button - in the case where the database contains multiple connector setups).
  • In the Data Sources tab that opens click the Settings icon and select Remove Data Source as shown in the snapshot.

Reporting Features

1. How can I create reports using this connector?

Also refer,

2. What are the modules in Zoho Campaigns on which I can create Reports?

You can create reports using the data from the following modules:

  • Campaigns
  • Campaigns vs Contacts
  • Clicks
  • Contacts
  • Lists, Lists vs Contacts
  • Open Locations
  • Unsubscribes
  • Users

3. What are the report types supported by Zoho Reports?

Zoho Reports supports a wide variety of reports.

  • Charts
    • Pie
    • Bar
    • Stacked bar
    • Bubble
    • Packed Bubble
    • Line
    • Smooth Line
    • Scatter
    • Combination
    • Area
    • Stacked Area
    • Web
    • Funnel
    • Doughnut
    • Dial
    • Bullet
    • Table View
  • Pivot tables (Matrix Views)
  • Summary view
  • Tabular view
  • Dashboards (multiple reports arranged in the same page)
  • KPI Widgets

4. What are 'Formulas' in reports?

Formulas, as the name indicates, are calculations that help you derive key business metrics that can be used in reporting and analysis. Zoho Reports provides a powerful formula engine to create any type of calculations required, to enable creating the required reports. Refer Adding Formulas in Zoho Reports to know more.

5. How do I create my own custom formulas in Zoho Reports?

You can create a custom formula by clicking Add > Formula Column in a Table. Refer to the Adding Formulas in Zoho Reports help page.

6. What are the default formulas that gets added by Zoho Reports on setting up this connector?

The default formulas added by Zoho Reports are listed below. You can view these formulas by opening the corresponding table and selecting Add > Edit Formulas from the toolbar.

The following are the default formulas in the Campaigns table

Formula NameFormulaFormula TypeDescription
Click RateAggregate(Sum("Campaigns"."Unique Clicks")/Sum("Campaigns"."Emails Sent"))*100Displays the click rate of the campaign
Open RateAggregate(Sum("Campaigns"."Unique Opens")/sum("Campaigns"."Emails Sent"))*100Displays the open rate of the campaign
Hard BounceAggregate(Sum("Campaigns"."Hard Bounces")/Sum("Campaigns"."Emails Sent"))*100Displays the number of hard bounces in the campaign
Soft BounceAggregate(Sum("Campaigns"."Soft Bounces")/Sum("Campaigns"."Emails Sent"))*100Displays the number of soft bounces in the campaign

The following are the formulas from the Campaigns Vs Contacts table

Emails sentAggregatecount("Campaigns Vs Contacts"."CAMPAIGN_ID")Displays the number of emails sent
Click RateAggregate(countif("Campaigns Vs Contacts"."Clicks">0)/count("Campaigns Vs Contacts"."CONTACT_ID"))*100Displays the click rate of the campaign
Open RateAggregate(countif("Campaigns Vs Contacts"."Opens">0)/count("Campaigns Vs Contacts"."CONTACT_ID"))*100Displays the open rate of the campaign
Hard BounceAggregate(Countif("Contacts"."Status"='hardbounce')/count("Campaigns Vs Contacts"."CAMPAIGN_ID"))*100Displays the number of hard bounces in the campaign
Soft BounceAggregate(Countif("Contacts"."Status"='softbounce')/count("Campaigns Vs Contacts"."CAMPAIGN_ID"))*100Displays the number of soft bounces in the campaign

The following are the formulas from the Contacts table

Formula NameFormulaFormula TypeDescription
Domain NameCustomright("Email",(length( "Email") - indexof( "Email", '@')))Provides the domain name
Is Qualified Domain?Customif(( "Domain Name"='gmail.com' OR "Domain
Name"='yahoo.com' OR "Domain Name"='yahoo.co.in' OR "Domain Name"='outlook.com' OR "Domain Name" = 'hotmail.com'), 'No','Yes')
Displays yes - if the domain is a dedicated domain, displays no if the domain is gmail, yahoo, outlook or hotmail
Unsubscription PercentageAggregate(Countif("Contacts"."Status"='donomail')/Count("Contacts"."CONTACT_ID"))*100Displays the percentage of users who have unsubscribed.

7. Can I add/modify data in the Zoho Campaigns data tables in Zoho Reports?

No, you cannot add/modify data in the Zoho Campaigns data tables. Data from Zoho Campaigns application will automatically get synced into Zoho Reports in the different tables (one table for one form). You cannot edit any of this data or add new data records from within Zoho Reports.

However, you can add new tables and add/import data into that, to create reports combining it with the data from Zoho Campaigns.

8. Can I add new columns to the Zoho Campaigns data tables in Zoho Reports?

No, you cannot add new columns. But, you can add Formula Columns and Aggregate Formulas (i.e., calculated fields) to these tables to help you create powerful reports. Refer Adding Formulas to know more on this.

9. Can I add new data tables in this reporting database to create reports & dashboards?

Yes, you can add new data tables. Click New > New Table to add a new table in the existing Zoho Campaigns reporting database.

With this feature, you can import data from other sources or add them manually into your reporting database to analyze and create reports combining this with your Zoho Campaigns data . You can also import data from other business applications like Google Analytics, Salesforce CRM etc.

Refer:

10. Can I combine data from other sources with the data from Zoho Campaigns to create reports and dashboards?

Yes, you can combine data from your other sources with your Zoho Campaigns application data for analysis.

To do this, you need to add/import a new data table into the Zoho Campaigns reporting database as explained in the previous question and then define a look-up to join it with the table from Zoho Campaigns.

To define a lookup relationship between two tables, it is essential that the tables have at least one column which is common between them. Follow the below steps to look up a column from Zoho Campaigns along with the data from any other source.

  • Open the corresponding table, right-click the column header and select Change to Lookup Column.
  • Change to Lookup Column dialog that opens, select the column to look up.
  • Click OK

Click to learn more.

11. Can I join data from multiple tables to create reports?

Yes, you can join data from multiple tables to create the reports. Refer tothe previous question for detailed help on this.

12. What are Query Tables?

Query Table allows you to pull data from the tables by writing standard SQL SELECT Queries. You can create reports over this Query Table as you do over a data table. Refer to this help document to know about how to create Query Tables in Zoho Reports.

Users, Sharing & Collaboration

1. How do I share the reports in Zoho Reports with my colleagues?

You can easily share the reports that you create with the other users in your organization. Refer to Sharing and Collaboration help page for more details on this.

Once you privately share a report to your colleagues they will be able to access the reports as you do. Refer here to know how to access the reports.

2. Why are other members in my company not able to access the reports that I create?

When a Zoho Campaigns Administrator configures the Zoho Campaigns - Zoho Reports, the tables and reports will be available only to him/her, by default. The Administrator has to share the database with other members of the company. Only then will the default reports be accessible by those members.

To know more, refer to Sharing and Collaboration help page.

3. How can other members in my company create reports?

The Zoho Campaigns Administrator who has set up the should share the tables present in 'Zoho Campaigns Advanced Analytics' database with other members of the company. Once this is done, the shared users can create reports based on those tables.

To know more, refer to Sharing and Collaboration help page.

Note: If you add a user as a Database Owner in the Zoho Campaigns reporting database created in Zoho Reports (Refer Managing Users in Zoho Reports, to know how to add Database Owners), the user will be able access all the data & reports, create new reports and do any operation that you could do on the reporting database

4. What are the user roles available in Zoho Reports?

Zoho Reports offers three user roles - Administrator, Database owner, and User. Click to know more about the Zoho Reports User Model and User Roles.

5. Why can't other users edit the reports that I have shared with them?

This is the expected behavior. Only when the users to whom the reports are being shared is set as a database owner, they will be able to edit the reports. If a normal user wants to edit the report, he/she will have to save the report with a new name using the Save As option toolbar. The User can edit this report. To know more about user roles, click here.

6. How do I access the reports that I create using this connector?

You can access the reports that you create by logging into Zoho Reports.

7. Can I share the same report created to multiple users with different criteria associated, so that they see different data?

Yes, you can. Refer the topic Apply filter criteria.

8. Can I export a report/dashboard?

Yes, you can export the report/dashboard in various file formats such as CSV, EXCEL, PDF, HTML and Image. Click to know more.

9. How can I print the reports & dashboards created in Zoho Reports?

In order to print the report/dashboard, you first need to export it. You can export the report in various file formats such as CSV, EXCEL, PDF, HTML and Image. Click to know more.

Note: If you are a user to whom a report has been shared and you want to take a print, ensure you have been provided the Export permission by the Administrator to the report, only then you will be able to print the report.

10. How can I email reports & dashboards created in Zoho Reports in a scheduled manner?

If you are the Administrator of the Zoho Reports or a 'Database Owner', you can schedule reports and dashboards to be emailed automatically. Refer to the email schedule section in this help documentation.

11. How do I embed my reports in my intranet, blog or presentation?

You can easily embed the reports & dashboards created in Zoho Reports in your website, web application or blog. Refer Embedding in Web Pages/Blogs to know more about this.

Cross Functional Analytics with Popular Business Applications

1. What are the popular business applications that I can integrate this connector with?

You can integrate and perform cross-functional analytics with almost all the business applications that Zoho Reports offers integration with. 

2. How can I analyze the data from the other business applications along with Zoho Campaigns?

To import data from business apps,

  • Open the reporting database in which you have setup the connector
  • Click the Import Data button
  • In the Create New Table tab that opens, select the application that you wish to import.
  • Provide the necessary authentications
  • Select the necessary modules and fields
  • Select the schedule import options
  • Click Create

3. Will the related modules from Zoho Campaigns and other third-party application be created automatically?

No, a lookup relationship will not be created between the Zoho Campaigns modules and the modules of the application that you are trying to import automatically. 

To manually create a lookup relationship refer this help link - https://www.zoho.com/reports/help/table/joining-tables.html

Solutions

1. Does Zoho Reports offer Embedded Analytics or rebranding?

Yes, Zoho Reports supports various rebranding options such as Portal rebranding/white labeling and Logo Rebranding.

Help & Support

1. How do I get technical support on Zoho Reports?

We offer 24x5 technical support (Monday to Friday). In case if you need our assistance kindly do mail us your questions to support@zohoreports.com.

You can also reach out to us on our toll-free numbers -

  • United States: +1 (888) 900 9646
  • United Kingdom: +44 (20) 35647890
  • Australia: +61-2-80662898
  • India: +91-44-67447000

2. Can I have someone from Zoho do a Demo of this for me?

Yes, certainly. Register for a demo in this page.