Zoho Campaigns

Zoho Campaigns

With Zoho Campaigns, you can create, send, and track effective email campaigns that will help you build lasting relationships with your customers.

Table of Contents

Basic Info

Provide the details of your email campaign to get started.

 

Where do I provide the details of my campaign?

  1. Click Email Campaigns on the left pane of the Launch tab.
  2. Click Start in the Zoho Campaigns section. You'll be taken to the Zoho Campaigns page.
  3. Hover the mouse over Campaigns at the top of the screen.
  4. Click Advanced Campaigns.

    Zoho Survey integration with Zoho Campaigns

  5. Click Create Campaign and select Zoho Survey

    Create an email campaign with Zoho Campaigns

  6. Hover the mouse over Create New and select Regular Campaigns.

    Create regular campaigns

  7. Complete the Basic Information page.

    Create advanced campaigns

  8. Click Next to go to the next step.
  9. Click Save & Exit to save the changes and exit the screen.

 

Content

Design and configure the content of your email by choosing an email type and content option.

Create content for email campaigns

 

How do I design the body of my email campaign?

  1. Design the content of your email on the Content page. See Creating the content for my email for more information.
  2. Personalize your email messages by adding merge tags.
  3. Choose a save option:

    Design email body for campaigns

    • Save: Save the changes and stay on the same page.
    • Save & Proceed: Save the changes and proceed to the next step.
  1. To save this template to your library, click More, then select Save to Library. Add a name for the template, then click Create.
  2. Click Close to close the section.
  3. To see a preview of your email, click Preview and Test.
  4. Click Previous to go back to the previous page.
  5. Click Next to go to the next step.
  6. Click Save & Exit to save the changes and exit the screen.

 

Send a Test Email

Send a test email to make sure everything is working before you send the final one.

Send test email in Zoho Campaigns

 

How do I send a test email?

  1. Click Preview and Test. On the left pane, you can see the HTML and Text preview of the email. 
  2. Type an email address in the Test Email box on the right pane. The user can select addresses from the list of addresses available in your database.
  3. To add a new email address, click Add new email address and type in the address.
  4. Click Add.
  5. Click any option in the Select Email Type section to select the email type.
  6. Click Send Test Email.
  7. Click Send More Test Emails and continue the process if you want to send out more test emails.
  8. Click View History to take a look at the number of test emails you have sent.
  9. Click X to close the section.

 

Recipients

After you successfully send a test email, you can start adding recipients to your email campaign.

Add recipients for email campaigns

 

How do I add recipients?

  1. Click Next on the Content page to go to the Recipients section. See Creating an email campaign <https://www.zoho.com/campaigns/help/create-campaign.html#Choose_Recipients> for more information. Your mailing lists will appear in the My List section.
  2. Select the mailing lists you want to use in your email campaign. They will be added to the Selected Lists section on the right pane. 
  3. Hover over the mailing list you'd like to choose and click Add Subscribers.

    Add subscribers for email campaigns

  4. ​You can perform the following actions:
     
    • Type the email address in the Email box.
    • Type in the first names and last names of your contacts in the First Name and Last Name fields respectively.
    • Type the name of your organization in the Company Name box.
    • To save the changes, click Add.
    • To discard the changes, click Cancel.
  1. Hover over the mailing list you'd like to choose and click Create Segment.

    Create segment

    • Type a segment name in the Segment Name box.
    • Set a criteria and click Save.
  1. Click Next.
  2. Click Save & Exit to save the changes and exit the screen.

 

Review

After adding the recipients for your email campaign, send it for review and get it verified by the compliance team at Zoho. Select approver(s) and click Send for Approval on the Review page. You'll receive an email when your campaign has been verified and authenticated by the compliance team.

Review email campaign

 

Clone Email Campaign

Create a clone of your email campaign and send it to a different audience or save it for later use.

 

How do I create a clone of the campaign?

  1. Click Clone.
  2. Fill in the Name field.
  3. Select a survey.
  4. Click  to see a preview of the survey.
  5. Type in the subject for your campaign.
  6. Click Merge Tags to personalize your subject line. 
  7. Edit the Change Sender Details and Settings section as needed. 
  8. Complete the Advanced Options section as needed. 
  9. Click Save.

 

Send Campaign

After your email campaign has been verified, it's time to send it out to your audience. You can send it immediately or schedule it to send at a later time.

 

How do I send out the campaign?

  1. Open the Zoho Campaigns home page.
  2. Select the verified campaign you'd like to send.
  1. Choose an option to send out the campaign: Send Immediately, Send Later, or Send Later in Recipient's Time Zone. If you choose to send it later, specify the date, time, and time zone when you'd like it to be sent, and then click Schedule

 

View Individual Responses

After you successfully launch a campaign, you can access the survey reports of each respondent in the email list.

 

How do I view individual responses?

  1. Click Email Campaigns on the Zoho Campaigns home page.
  2. Click  to see all of the campaigns you have sent.
  3. Select an email campaign.
  4. Click Survey Campaign Reports.
  5. Click View Report next to corresponding email addresses.

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