Zoho Campaigns l Zoho Analytics Help

Zoho Campaigns Advanced Analytics

Zoho Campaigns Advanced Analytics powered by Zoho Analytics 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.


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General

1. What is Zoho Analytics?

Zoho Analytics is a self-service BI and data analytics software that lets you analyze your data, create stunning data visualizations, and discover hidden insights in minutes.

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 Analytics for advanced reporting and analysis. This brings in all the capabilities of Zoho Analytics described above to Zoho Campaigns users.

3. Who can use the Zoho Campaigns connector?

Users with paid accounts of both Zoho Campaigns and Zoho Analytics (atleast the Basic plan) can avail this connector.

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 Campaigns
Zoho 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 sources
Can 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 bundled free for all the paid users of Zoho Analytics. The Zoho Analytics paid plans start at  ₹ 1,200  per month .   Click to learn more about Zoho Analytics Pricing .

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 Analytics, for collaboration is considered a 'User' in Zoho Analytics. A user is identified by his/her unique email address, with which their Zoho Analytics account was registered.

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

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

In Zoho Analytics, 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 Analytics account.

Setup

1. Who can setup the Zoho Campaigns Analytics Connector?

The Account Administrator and the Organization Administrators can set up the Advanced Analytics connector. Click here to learn about  Managing Users .

The credentials of the Administrator who set up the connector, will be used for establishing any connections with source application by other administrators.

2. 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 Analytics?

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.

4. I got this email which said 'Setup Process Failed'. What should I do?

The import process of your Zoho Campaigns data can sometimes fail for a variety of reasons. Hence, you may receive such emails occasionally. 
You will receive the 'Integration Setup Failed' mail when there is a failure during the initial fetch. In this case, we request you to:
  1. Open the Workspace in which you have set up the connector.
  2. Click the  Data Sources  button in the  Explorer  tab.
  3. In the  Data Sources  page that opens click the  Retry Now  link. If the issue persists please do write to  support@zohoanalytics.com . We will look into it and get back to you immediately.
Note:  The Account Administrator and the Organization Administrator can use the Retry Now link to resume the integration process.

5. I got this email which said 'Zoho Campaigns Data Synchronization Failure'. What should I do?

Data sync may sometimes fail due to a variety of reasons such as Authentication Failure, your business application is down etc. In that case, you will receive the "Data Synchronization Failure" mail with the reason for the failure and its solution. Click here to learn more about Synchronization Error Failures and its solutions.

6. How frequently can I synchronize my data with Zoho Analytics?

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

You can choose to synchronize data at one of the intervals mentioned below.

  1. 1 Hour (Enterprise plan Only)
  2. 3 Hours
  3. 6 Hours
  4. 12 Hours
  5. Every day
Note:
  1. Users in Enterprise plan alone can choose to synchronize data at every 1 hour.
  2. Users in Basic plan can synchronize their data only once everyday.

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

Yes, you can edit the Zoho Campaigns connector synchronization setting. The Account Administrator and the Organization Administrators can edit this setup. To do so,

  • Open the Zoho Campaigns Advanced Analytics Workspace.
  • 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.
  • In the Edit Setup -  Zoho Campaigns dialog that opens, make the necessary changes.


  • Click Save

8. Can I view the data synced history?

Yes, the Account Administrator and the Organization Administrators can view the  Sync History . Follow the below steps to view the data synced history.
  1. Open the corresponding Zoho Campaigns Analytics Workspace in Zoho Analytics.
  2. Click  Data Sources  on the left panel. All the data source of the workspace will be listed. 
  3. Click Zoho Campaigns. The  Data Sources  page for Zoho Campaigns will open.
  4. In the  Data Sources  page that opens, click the  Sync History  link.
  5. A calendar with the sync history of the last 45 days will open. The date when the data sync has happened will be highlighted. Hover to view the number of times the data  had got synced on a specific date.


  6. Click the date to view more details. 

9. 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 Analytics account.
  • Open the corresponding Workspace.
  • 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

10. Can I set up the Zoho Campaigns Advanced Analytics in any other existing Workspaces or in any other Advanced Analytics database?

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

  • Open the Workspace 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 campaign and the necessary modules that need to be imported into Zoho Analytics.
  • 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.

11. Can I transfer my connector to another admin account?

Yes, the Zoho Campaigns connector in your account can be transferred to another Administrator in the Organization.
Account Transfer: An Account Administrator can transfer the connector by transferring the account to an Organization Administrator. Click here to know more about Managing Organizations .
Leaving the Organization: An Organization Administrator can transfer the connector setup to another Administrator by unsubscribing from the Organization.
Transfer connector: Write to support@zohoanalytics.com , if the organization administrator continues to be part of the organization but wishes to transfer the Zoho Campaigns connector to another user(Organization Administrator).

12. Can I re-authenticate my Zoho Campaigns account in Zoho Analytics?

Yes, you can re-authenticate the connector setup. Only the Administrator who created the connector setup can re-authenticate it. Follow the below steps to re-authenticate the connector.

  • Open the corresponding Zoho Campaigns
  •  Advanced Analytics Workspace in Zoho Analytics.
  • Click  Data Sources  on the left panel. 
  • In the  Data Sources  page that opens, click  Re-Authenticate .

13. Can I track the action by all users in the connector workspace?

Yes, you can track all activities performed in Connector-configured workspaces by all users, using  Audit History . The Account Administrator and the Organization Administrators can view the audit history.
Follow the below steps to do so.
  • Open the corresponding Zoho Campaigns Advanced Analytics Workspace in Zoho Analytics.
  • Click  Data Sources  on the left panel. 
  • The  Data Sources  page will open. Click  Audit History.  
  • A dialog with audit history for the last 180 days will open with the following information. 
    • Date & Time of the action
    • Action done
    • User who performed the action
  1. The following are the actions that are logged in Zoho Analytics.
  • User Actions 
    • Create  - Connector setup created
    • Edit Setup 
      - Edit connector setup to do the following changes. 
      • Modules Added
      • Modules Removed
      • Fields Added
      • Fields Removed
      • Schedule Change and
      • Entities (Campaigns, Org, Handles) Modified
    • Delete  - Remove integration
    • Take Ownership  - Transferred connector to other admin. 
    • Re-authenticate  - Re-authenticate business app 
    • Sync Now  - Sync data instantly
    • Retry Now  - Retry to import data after initial setup failure
    • Connector Activated  (when you upgrade from Basic plan to Standard plan)
    • Connector Disabled  (when you downgrade from Standard plan to Basic plan)
  • System Event - Any action done by Zoho Analytics
    • The Connector is automatically deleted when you downgrade to free plan. 
    • The Connector is automatically restored when you upgrade from free plan to a higher plan. 
    • The Connector is automatically deactivated when you downgrade your plan. 
    • The Connector is automatically activated when you upgrade to a higher plan. 
    • The Connector is manually restored by the Zoho Analytics support.
    • Data synchronization schedule automatically changed to interval supported to your new pricing plan.

14. How do I remove this setup?

  • Login to your Zoho Analytics account.
  • Open the corresponding Workspace.
  • 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 Analytics?

Zoho Analytics 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 Analytics provides a powerful formula engine to create any type of calculations required, to enable creating the required reports. Refer Adding Formulas in Zoho Analytics to know more.

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

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

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

The default formulas added by Zoho Analytics 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 Name
Formula
Formula Type
Description
Click Rate
Aggregate
(Sum("Campaigns"."Unique Clicks")/Sum("Campaigns"."Emails Sent"))*100
Displays the click rate of the campaign
Open Rate
Aggregate
(Sum("Campaigns"."Unique Opens")/sum("Campaigns"."Emails Sent"))*100
Displays the open rate of the campaign
Hard Bounce
Aggregate
(Sum("Campaigns"."Hard Bounces")/Sum("Campaigns"."Emails Sent"))*100
Displays the number of hard bounces in the campaign
Soft Bounce
Aggregate
(Sum("Campaigns"."Soft Bounces")/Sum("Campaigns"."Emails Sent"))*100
Displays the number of soft bounces in the campaign

The following are the formulas from the Campaigns Vs Contacts table

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

The following are the formulas from the Contacts table

Formula Name
Formula
Formula Type
Description
Domain Name
Custom
right("Email",(length( "Email") - indexof( "Email", '@')))
Provides the domain name
Is Qualified Domain?
Custom
if(( "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 Percentage
Aggregate
(Countif("Contacts"."Status"='donomail')/Count("Contacts"."CONTACT_ID"))*100
Displays the percentage of users who have unsubscribed.

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

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

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 Analytics?

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 Workspace 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 Workspace.

With this feature, you can import data from other sources or add them manually into your Workspace 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 Workspace 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 to the 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 Analytics.

Users, Sharing & Collaboration

1. How do I share the reports in Zoho Analytics 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 Analytics, 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 Workspace Administrator in the Zoho Campaigns Workspace created in Zoho Analytics (Refer Managing Users in Zoho Analytics , to know how to add Workspace Administrators), the user will be able access all the data & reports, create new reports and do any operation that you could do on the Workspace

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

Zoho Analytics offers three user roles - Administrator, Workspace Administrator, and User. Click to know more about the Zoho Analytics 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 Workspace Administrator, 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. 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 .

7. 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.

8. How can I print the reports & dashboards created in Zoho Analytics?

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.

9. How can I email reports & dashboards created in Zoho Analytics in a scheduled manner?

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

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

You can easily embed the reports & dashboards created in Zoho Analytics 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

You can integrate and perform cross-functional analytics with almost all the business applications that Zoho Analytics 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 Workspace in which you have set up 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 a relationship (lookup) be created between Zoho Campaigns and other third party applications that I integrate it with?

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 -  Click here .

A lookup relationship between the modules of Zoho CRM and Zoho Campaigns will be created automatically. We are yet to come up with this model for other Zoho applications. Until then, you can manually create a lookup relationship between those modules. To know more, refer to joining tables help documentation .

Solutions

1. Does Zoho Analytics offer Embedded Analytics or rebranding?

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

Help & Support

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

We offer 24x5 technical support (Monday to Friday). In case if you need our assistance kindly do mail us your questions to support@zohoanalytics.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: +91-44-6965 6060

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

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