Campaigns Workflow Automation not Triggering on Updating Field Change
In Zoho Campaigns, I have a Workflow Automation. It's an email campaign for existing or new contacts who request an ebook. If they submit a Zoho Form through my website, the form will update Zoho CRM and change the custom checkbox field "Ebook Download:SOLVED - Please explain how 'Wait' work in Automation > Workflow
Hello I have been using Workflows for a while, but still not sure I understand how the Wait option works when checking 'Enable specific wait period'. 1. The following is obvious 'wait an hour before doing the action' 2. But what about this? Is it a) wait an hour and then, on Monday at 12:30 do the action, or b) wait an hour from 12:30 on Monday and then do the action, or c) wait until 13:30 on Monday and then wait an hour before doing the action? ThanksLists - Change Owner
A former employee created a list for some campaigns. When I look at "All Lists" under Contacts that list "Newsletter Subscribers" is not included. The only place I can see it is after I click "Recipients" when creating a new campaign. , but it is not listed under Contact Lists. 1) How do I make me the owner/creator of that list since the original creator no longer works for me? 2) How do I add it to the listing of lists under Contacts? 3) How do I update the list with new subscribers? Thanks, TracyAnnouncing an important update to the Zoho CRM-Zoho Campaigns integration
At Zoho Campaigns, 2021 has all been about improving the product's usability. From renewing the way you manage your contacts with topics, lists, and segments to updating the workflow automation feature, the goal has always been to keep Campaigns as simpleA prelude to our Segments update inside Zoho Campaigns
Hello, everyone! When you log in to Zoho Campaigns on November 17, 2021, you'll see a new option called Segments inside the Contacts module. Segmentation feature Segments is an existing feature that helps you send well-targeted email campaigns by groupingzoho crm intergration with zoho campaign
I to intergrate zoho CRM with zoho campaigns https://help.zoho.com/portal/en/kb/crm/integrations/zoho/zoho-campaigns/articles/zoho-campaigns-crm-integration#Configuring_the_integration_and_setting_up_sync but in step1, when i click to zoho campaigns,Mass Update Contacts In Zoho Campaigns
Is there a way to mass update contacts in zoho campaigns? I want to be able to change the content of a field for a few hundred contacts, and can't go through all of them individually.Problem when forwarding emails
When I want to forward an email received through Zoho, the layout changes: Buttons are cut Pictures change size Text changes alignment (left/right/center) Is this a common problem in Zoho? Thank you, SuzannahZoho Campaign Google Analytics Report - 'Error Occurred. please try again.'
Hello, I am trying to integrate google analytics with Zoho Campaigns. I am following the guide at: https://help.zoho.com/portal/en/kb/campaigns/user-guide/reports-and-analytics/articles/google-analytics I have followed the prompts at Reports > GoogleZoho Campaigns 'envelope-from' address in email header is blocked by spam filters
Emails sent out by Zoho Campaigns seem to be blocked by spam filters because the 'envelope-from' setting in the header address is not correct. With 'Reply Tracking' disabled, and 'Sender Address' and 'Reply-To' addresses set to the same email address, and senders domain and email correctly authenticated, ZC uses a '.....[@]zcsend.net' email address in the 'envelope-from' field instead of the Sender Address. This seems to be picked up by spam filters and blocked. Can this be fixed?How to add an iframe in a campaign
Hi, I would like to add in my campaign, some content that comes from our website. Is there a way for that? I tried with html code by using <iframe> but wo results. Any idea ? Thanks, BenoîtUnsubscribing page
How can I create and customize unsubscribing page?Mapping “Account Name” from CRM to Campaigns
I’m syncing our Contacts list to Campaigns and want to select “Account Name” as an available field. Account Name does not appear in the drop down menu for CRM field even though Account Name is a field in our standard layout. How can I make it availa'Opened any emails' segment criteria
When creating a segment, there is a criteria option called "Opened any emails". I can't get this to work or find any instructions on what Campaigns is expecting me to put as the dropdown or in the text box on the right (see screenshot). Please can someoneHow to use tags to create Campaigns lists and email clients?
Hi, How can I use tags (from Contacts) to dynamically create marketing lists and email my clients regularly? I really hope that the option is not to create a manual list every time because this is just not manageable. I know how to create segments butChild campaign - send to recipients that have NOT clicked
I want to send a Child Campaign to recipients who have opened but not clicked on a link in the parent campaign. I cannot see an option for this - see screenshot. How can I do it please? (It is for a webinar event and I want to target recipients that haveZoho Campaigns not recognizing Zoho CRM currency fields
Hey Team, We are now creating campaigns involving currency fields in Zoho CRM. When I tried to sync all currency fields, it does not show any amount in the Campaigns custom fields. I checked in Campaigns and it seems like all currency fields were set as long integer or text. I tried creating a custom field but there is no currency field. Can you advise on how to sync CRM currency fields into Campaigns?Currency Field in Zoho Campaign
I am not seeing a currency field option and I need to add a merge tag for a dollar amount. I want it to be formatted with commas like $1,000.25 instead of 1000.25. I used the long integer option and that does not work. Please help!New product updates to improve your user experience and email marketing results
Hello users, Thank you for choosing us and providing your continuous trust throughout your email marketing journey! Today, we're excited to launch organization-level segments, multi-portals, and updates to workflow. We hope these updates will help youRepeat Workflow for a Contact?
Hi, I was just told by Zoho Support that a contact cannot go through the same workflow twice, but I'm having a really hard time believing that. For example, we set up a "Thank You" email workflow that we trigger when a customer purchases from us. I was told that the customer cannot go through that workflow again? Does Zoho not realize businesses need to send the same information or workflow to a customer more than once over the customer's lifetime with the company? Every other CRM we've worked withIs there a way to configure dark mode for Campaigns emails that go out to customers?
I've found a lot of information on how to configure dark mode for my (The user) personal Zoho workspace and email, but is there any way to edit dark mode settings on emails that we send out to customers via campaigns? We sent out a test email the otherProgressive Profiling
Do you have Progressive Profiling on forms or are you planning on develop progressive profiling? We want to pre-fill forms with the information we already have, i.e. first name, last name, company, email... and when the prospect returns, ask for moreExport Zoho Campaigns Template as HTML
Dear Support Team, I cannot find the option to export an email template I made in Zoho Campaigns as a HTML template. Where do I find it? The reason why I need to do this is because I want to be able to use the base template I created in Zoho Campaigns in Zoho CRM. These are the steps of this specific workflow: 1. New lead entered in Zoho CRM. 2. Personalize the email, basing it off of the template I created in Zoho Campaigns. 3. Send them the personalized email through Zoho CRM. Alternatively, itAbout Non-Marketing Contacts
I've been using ZohoCampaign to send out campaigns, but I noticed that some users are unintentionally marked as "Non-Marketing Contacts”. I noticed that some users are unintentionally marked as "Non-Marketing Contacts" and cannot be delivered. Is thereIntroducing Topic Management in Zoho Campaigns
Hello all, We are glad to announce one of the most significant updates we had been looking to bring in our product—Topic Management, a setting that helps you improve subscriber satisfaction by letting them choose what they want to see in their inbox. So far, your subscribers would have been setting up their email preferences by choosing the mailing lists that they want to join. But, your subscribers would be more likely to engage with you when you display a name that curates their interest ratherHard Bounce List
Hello I recently sent some test e-mail campaigns to internal company colleagues. Owing to some e-mail authentication issues with our company domain, these internal contacts have bounced three times and have been added to a hard bounce list, meaning I can no longer send e-mail campaigns to them. Now that the domain authentication issues have been resolved, I need to be able to send e-mail campaigns to my internal colleagues, but the system will not let me because of the contacts' hard bounce status.Campaign export, do NOT create password by default.
This is a nuisance. Someone answered it relates to GDPR. But it is the only place in entire Zoho it does this. And the solution for that would be stating we are under GEPR. I end up having to resend so many exports (to my own computer for my own use)Campaign Syncing With ZohoCRM Contacts Only Showing for Main Account User
Our main account user 6B Architect has setup sync to pull all contacts from ZohoCRM but no contacts show for any of the other Standard Admins setup in the Subscriptions system. I don't see any permissions or setting I can change that will enable all usersmailed-by: eu.zcsend.net I don't want to show this in my mail receipt header
mailed-by: eu.zcsend.net I don't want to show this in my mail receipt header.. When I am trying to send my 1st regular campaign it shows in the mail info header that mailed-by: eu.zcsend.net but I don't want to show this in my campaigns please help meExporting Contacts
Hi, I was wondering why it will ask a password once I export the contacts in Zoho Campaign. Before, it will not appear in WinRAR and won't ask a password. Please refer to the screenshot below. Regards, CatherineHow to Get An Image's URL once it's uploaded to library?
I manage to find URLs to the images I uploaded to my library, but after a day, it seems the links stop working like its only temporary. Where can I find the ACTUAL solid URL for my images that I upload to my Library so I can use them for my custom template / HTML coded template? Thanks, MacCreate custom template with repeating options and edit blocks
Is it possible to create a custom template (HTML) for ZOHO campaigns with locked parts like the header and the footer and make other parts editable or repeatable. Just like in any other email system like for example mailchimp? like so. So you can addZoho Campaigns Update: Email deliverability knowledgebase
At Zoho Campaigns, we know that the success of your email marketing handle largely depends on email deliverability. The best way to achieve email deliverability is by adopting hygienic email sending practices and staying updated with the latest trends.High delivery time for Email campaigns
Hi there, I have just started sending email marketing campaigns via Zoho but the last 2 ones took around 4-5 hours for full delivery. Is that normal? I used to send with other softwares and would take max. 30 minutes. My list is aprox. 18k Best, BrunoHoliday email tip - A starter kit to craft your Christmas emails
We can almost hear the Jingle Bells ringing as the Christmas season is fast approaching. Hence it's the right time to jot down ideas to put a smile on your customer's face through a creative Christmas email marketing strategy. Since your customers areLeads converting to contacts
We are creating mailing segments but want to differentiate leads from contacts. I've noticed that in doing this we are seeing some leads appear within the contact mailing list after conversion. When leads get converted, are they removed from the leadsCannot import WooCommerce customers into Zoho Campaigns
Hello, We are trying to set up an automated email sequence that will go out to our WooCommerce store customers. I can't get the complete list of customers to sync with Zoho Campaigns though. It syncs completely with our Mailchimp account but not withHow to filter list of contacts that do not have Topic associated in ZOHO CAMPAIGNS
I am trying to send out an email campaign to a specific topic list. When selecting recipients, it is telling me 10 of my recipients meeting the list criteria do not have topic associated with them. How can I find out those 10 contacts in ZOHO CAMPAIGNMy "trigger" panel disappear from my workflow ...
Hello, I want to add a trigger to an email sequence, but the "trigger" panel has disappeared when I want to modify ...I used a predefined template to create this sequence, is that because of that? Thank you. I have attached a screenshot to youStart an email sequence for a list
Hello, I am new to Zoho. And I wanted to create a first emailing sequence for a list of 500 subscribers. I created an "automation" from a template with a form input and a list input. I connected the correct list to automation. But I can't get my streakNext Page
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Announcements
Announcing an important update to the Zoho CRM-Zoho Campaigns integration
At Zoho Campaigns, 2021 has all been about improving the product's usability. From renewing the way you manage your contacts with topics, lists, and segments to updating the workflow automation feature, the goal has always been to keep Campaigns as simpleA prelude to our Segments update inside Zoho Campaigns
Hello, everyone! When you log in to Zoho Campaigns on November 17, 2021, you'll see a new option called Segments inside the Contacts module. Segmentation feature Segments is an existing feature that helps you send well-targeted email campaigns by groupingNew product updates to improve your user experience and email marketing results
Hello users, Thank you for choosing us and providing your continuous trust throughout your email marketing journey! Today, we're excited to launch organization-level segments, multi-portals, and updates to workflow. We hope these updates will help youIntroducing Topic Management in Zoho Campaigns
Hello all, We are glad to announce one of the most significant updates we had been looking to bring in our product—Topic Management, a setting that helps you improve subscriber satisfaction by letting them choose what they want to see in their inbox. So far, your subscribers would have been setting up their email preferences by choosing the mailing lists that they want to join. But, your subscribers would be more likely to engage with you when you display a name that curates their interest ratherThe much-awaited real-time sync between Zoho Campaigns and Zoho CRM is live.
Hello all, You don't have to wait for 24 hours to pull data from CRM to Campaigns anymore. Instantly bring subscriber data from contacts, leads, and custom modules and get going with your nurturing process right away. What has changed? We have two types of syncs now: Immediate and periodic. The UI: We have cut down on the number of steps for the sync from three to two. When to use which sync: Immediate Sync: When you want the data to get reflected in Campaigns as and when it is added in CRM.
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Most Discussed Topics
Announcing an important update to the Zoho CRM-Zoho Campaigns integration
At Zoho Campaigns, 2021 has all been about improving the product's usability. From renewing the way you manage your contacts with topics, lists, and segments to updating the workflow automation feature, the goal has always been to keep Campaigns as simpleA prelude to our Segments update inside Zoho Campaigns
Hello, everyone! When you log in to Zoho Campaigns on November 17, 2021, you'll see a new option called Segments inside the Contacts module. Segmentation feature Segments is an existing feature that helps you send well-targeted email campaigns by groupingHow to use tags to create Campaigns lists and email clients?
Hi, How can I use tags (from Contacts) to dynamically create marketing lists and email my clients regularly? I really hope that the option is not to create a manual list every time because this is just not manageable. I know how to create segments butAbout Non-Marketing Contacts
I've been using ZohoCampaign to send out campaigns, but I noticed that some users are unintentionally marked as "Non-Marketing Contacts”. I noticed that some users are unintentionally marked as "Non-Marketing Contacts" and cannot be delivered. Is thereLeads converting to contacts
We are creating mailing segments but want to differentiate leads from contacts. I've noticed that in doing this we are seeing some leads appear within the contact mailing list after conversion. When leads get converted, are they removed from the leads
Sticky Posts
The much-awaited real-time sync between Zoho Campaigns and Zoho CRM is live.
Hello all, You don't have to wait for 24 hours to pull data from CRM to Campaigns anymore. Instantly bring subscriber data from contacts, leads, and custom modules and get going with your nurturing process right away. What has changed? We have two types of syncs now: Immediate and periodic. The UI: We have cut down on the number of steps for the sync from three to two. When to use which sync: Immediate Sync: When you want the data to get reflected in Campaigns as and when it is added in CRM.Tip of the week 03 - Sending emails in batches
Today's marketers not only want their email marketing to be efficient, but also smart. For an email campaign, you may think you have all the essential elements for lead conversion—a big mailing list, an attractive template design, and the most-engaging message content, but after hitting the ‘send’ button, you may not get the expected conversions. Wondering why? Here’s one of the major reasons. Many marketers miss out on sending the email campaign the right way. Did you know that you should not beMarketer's Space: Template Editor - Dynamic Content
Dynamic content has become an inevitable part of email marketing. It's basically the process of displaying content to your leads that is relevant to them based upon them matching a particular criteria you have set previously. To put it in simpler terms, it is the right content for the right people at the right time. How to use the dynamic content While creating an email campaign, you go on to select a pre-designed or basic template to add content, and then click Advanced --> Dynamic to createPromote Campaigns on your LinkedIn Company page
Hello! We are happy to announce that Zoho Campaigns has further improved its integration with LinkedIn to provide more services. This time, we've come up with a new feature where you can promote your email and social campaigns on your LinkedIn company page. LinkedIn company page is a hub where followers are updated about the company, its products & services and of course new features & updates. It acts as a public portal for prospects, vendors and partners, etc. You can engage your followersTip of the week 21 - Let subscribers know about your company's terms.
Building a target audience might be right up your alley, but before that, have you taken some time to check if your subscribers are well-informed about your organization? While people subscribe to your newsletters, offers, or any deliverables, it's important for them to know what they're complying to, when they choose your brand. Telling your subscribers about how their data would be processed is an effective way of building a trustable relationship with them. By maintaining a transparent engagement
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