You can add 20 contacts at a time. If you want to add more than 20 contacts at a time, we suggest importing them. You can do this by uploading a .csv or .xls file containing the contacts data into your Zoho Campaigns organization. You may not have the permission to view contacts added by other users of your Zoho Campaigns organization. Reach out to your super admin to review the permissions assigned to your role because they have the access to modify the permissions.
To list a particular field in the All Contacts view, follow these steps:
1. Go to Audience → Contacts.
2. Click the Customize Columns icon at the far right.
Customize Columns option to show or hide the desired contact field.
3. Select the checkbox for the desired field to make it visible.
4. If needed, you can re-position the field by dragging it using the six dots located to the left of its name.
5. Click Save.
1. Go to the Audience module.
2. Click Contacts.
3. Click the filter icon at the top-right before the Import Contacts button.
Click the Filter icon -> select a field -> specify a value -> Apply.
4. Select the field you want, select the modifier and value, and click Apply.
This filters contacts based on a specific field.
You can add a new contact directly to the unsubscribed contacts only via an import. When you do the import, you need to choose the Subscription Type as Unsubscribed and that should do it.
1. Navigate to the Audience module.
2. Click Contacts.
3. Click the Import Contacts button at the top-right.
4. Choose the file to upload.
5. Select the Subscription Type as Unsubscribed and proceed with the import.
This adds a new email address to the unsubscribed contacts list
1. Navigate to the Audience module.
2. Click Contacts.
3. Click the More Actions (3-dotted button) at the top-right in any contact view.
4. Select Export Contacts.
5. In the slide-in window that appears, you can specify the file name.
6. You can also further filter the contacts based on the users who added them.
7. Click the Export.
This exports contacts added by other users.
Re-added contacts in Zoho Campaigns are email addresses that were previously removed or deleted but have been added back into the system. They retain their original status and subscription preferences. You'll come across re-added contacts in the Import Overview section where you can check the details of an import.
There are two scenarios when it comes to re-adding unsubscribed contacts:
1. If these contacts have unsubscribed themselves from your campaigns or newsletters using the Unsubscribe button, you'll need to use Zoho Campaigns' signup forms to have them resubscribe.
2. If these contacts were moved to the unsubscribed list by you or other users of Zoho Campaigns, you can follow these steps:
1. Navigate to the Audience module.
2. Select Contacts.
3. Click More Actions (3-dotted button) on the top bar.
4. Choose the Manually Suppressed view.
5. Select contacts using the checkbox to the left of the Contact Email column.
6. Click the Actions button at the top.
7. Click Change Subscription Type.
8. Select the Marketing subscription type.
9. Click Proceed in the pop-up window.
This re-adds unsubscribed contacts into Zoho Campaigns.
9. What is Zoho Campaigns' default password for export files?
Zoho Campaigns’ default password is a combination of the first four characters of the registered email address and the last four digits of your Zoho account user ID. When you sign up for Zoho Campaigns, an account will be created in Zoho Accounts, and this account will have a unique user ID. This password will be used for every file you export. To see your user ID, click the profile icon at the top right of your Zoho Campaigns organization. There, you'll see the User ID.
To delete the non-marketing contacts:
- Go to Audience -> Contacts.
- Click the More Actions (3-dotted) button in the top bar.
- Select the Non-Marketing view.
- Select the contacts using checkbox present to the left of their email column,
- Click the Delete button that appears at the top.
- Click the Delete Contacts button in the pop-up that appears.
This deletes non-marketing contacts. Once these contacts are deleted, you'll have to re-add them.
To view bounced contacts, follow these steps:
1. Go to the Audience module.
2. Click Contacts.
3. Click the More Actions (3-dotted) button in the top bar.
4. Choose the Bounced view.
You cannot delete bounced contacts in Zoho Campaigns. You won’t be able to send campaigns to them, and they won’t count toward the contacts count of your subscription plan.
Similarly, you can view invalid contacts using the below steps:
1. Go to the Audience module.
2. Click Contacts.
3. Click the More Actions (3-dotted) button in the top bar.
4. Choose the Invalid Contacts view.
1. Navigate to the Audience module.
2. Click Contacts.
3. Search for the contact using the Search button.
4. When the contact appears, click their email address to open its detail view. 5. Click the Timeline tab.
6. At the far right, click the Filter icon.
7. In the drop-down, select Email Campaigns. If needed, use the date filter beside the filter icon to expand or narrow down your search.
This allows you to view the campaign activities of a single contact.
1. Navigate to the Audience module.
2. Click Contacts.
3: Search for the contact using the Search button.
4. When the contact appears, click their email address to open its detail view.
You should see the Source at the top below the contact name. There, you'll see the text "Zoho CRM."
This label confirms that the contact synced from Zoho CRM.
1. Navigate to the Audience module.
2. Click Contacts.
3. Click the More Actions button at the top.
4. Choose any of No emails opened in the last month/3 months/6 months views.
5. Click the checkbox next to the Contact Email column to select all of the contacts.
6. Click the Actions button at the top.
7. Choose Change Subscription Type and click Unsubscribed. Click Proceed in the pop-up that appears.
This moves contacts who haven’t opened any campaigns to the Unsubscribed list.
Yes, there is a limit to the number of marketing contacts you can delete per organization in Zoho Campaigns. The limit is set at 100%, but it will reset every month. The reset date depends on when you've subscribed to the paid plan of Zoho Campaigns. If you subscribed to the paid plan on January 2, the reset will happen on February 2 irrespective of whether you're in the monthly or yearly subscription.
This ensures that users don't needlessly delete and re-add their marketing contacts repeatedly.
The limit is set at 100% for each organization based on the license purchased. If you have 1,000 marketing contacts, you can delete a maximum of 1,000 marketing contacts only. You can't delete marketing contacts for whom you've created campaigns; you have to delete the campaigns first before deleting the contacts.
In exceptional cases where you need to delete marketing contacts that exceed the limit, contact support (support@zohocampaigns.com) for further help. 16. Can you display more than 50 contacts on a single page?
Yes. By default, 50 contacts are displayed on a single page, but you can choose to display 100, 150, or even 200 contacts. To do that:
1. Go to Audience → Contacts.
2. At the bottom of the page, click the arrow next to 50.
3. Choose the number of contacts you want to display.
This displays more than 50 contacts on a single page.
Imagine you have a contact to whom you sent email campaigns in the past, but they decided they no longer want to receive campaigns and unsubscribed. But, they also request you not store their data in your Zoho Campaigns organization and ask you to remove their data permanently.
In this scenario, you may think that deleting this contact using the Delete option would be the best course of action. But, if you're deleting this contact, they’ll be deleted from your Zoho Campaigns organization, but not permanently. Data related to this deleted contact will still be available on our end. If you manually re-add this contact individually or via import, their data and activities will be populated automatically as soon as they’re added to Zoho Campaigns.
For example, say you've deleted a contact for whom the First Name and Job Title were filled. If you manually re-add this contact without filling data in these two fields, those fields will be auto-populated with data that was present at the time of deletion.
Instead, when you're deleting the contact, ensure you enable the Permanently delete this contact checkbox. If you use this option, this contact along with its data will be permanently deleted in 15 days.
Audience -> Contacts -> click a contact -> More Actions -> Delete -> tick checkbox -> Delete Permanently
If you still want to re-add that particular contact, they have to add their details via a signup form, email campaign, or other means.
18. What is the Right of Access option, and what does it do?
The Right of Access option is present in the detail view of a contact. After entering the detailed view, click the More Actions button at the top right to access this option.
The Right to Access option will send an email to the contact asking them to update their information. A pop-up will appear once you click this option. You can click the Proceed button to send the email.
Imagine you have a contact to whom you’ve sent email campaigns in the past, but they decided they no longer want to receive campaigns and unsubscribed from your campaigns. Then you learn that they want to resume receiving campaigns. In these cases, you can use this option to request information regarding topics and preferences.
The email the contact receives can vary from user to user because you can customize the email content and include relevant information for your contact to fill. Under Settings → Contacts and Customization → Signup Pages and Emails, you'll see the Update Profile section. Here, you can edit the sender details and the email content of the Email section. You can also edit the Form section to include necessary details that you want your contacts to fill in. To view the email, SMS, and WhatsApp campaigns associated to a particular contact:
- Navigate to Audience -> Contacts.
- Click a contact for whom you want to view the associated campaigns.
- Click the Engagement tab at the top.
- Here, you can switch between the three marketing channels.
To view the email, SMS, and WhatsApp campaigns associated to a particular contact:
- Navigate to Audience -> Contacts.
- Click a contact for whom you want to view the associated campaigns.
- Click the Engagement tab at the top.
- Here, you can switch between the three marketing channels.
- At the far-right, click the date range filter to display the campaigns for a particular date range.
You can export a single contact in two ways: from the Contacts page, and the Detail View.
For Contacts, follow these steps:
1. From the Navigation Toolbar, click Audience.
2. Select Contacts.
3. On the All Contacts page, select the contact by ticking the checkbox on the left of the Contact Email column.
4. Click More Actions.
5. Choose Export Contacts.
Exporting single contact from list view page.
For Detail View, follow these steps:
1. Click the contact's email to open the Detail View.
2. Click the More Actions button at the top-right and choose the Export option.
After clicking the Export option in the two ways, a window appears. Select either all of the fields or just the fields you want to export. Name the file, choose the format, and decide if you want to password protect it. Click Export when you’re done, and the file will be downloaded to your computer. You can access the downloaded file from the Downloads section of your browser.
22. Can you create a custom view instead of using default views in the Contacts page?
Zoho Campaigns has default views that you can use to filter your contacts. For example, you can filter contacts based on their subscription type, or if there have been no opens for the past few months. If you're looking to create your own custom view for a list of contacts that can't be captured by the default views, you can do that as well.
- Navigate to Audience -> Contacts.
- In the list view page of the contacts, click the More Actions (3-dotted) button at the top.
Click the Create Custom View button.
Creating a custom view for contacts.
- Provide a view name.
- Specify the criteria by selecting various attributes, and choosing values and modifiers.
- Click Create View.
Imagine you have 200 contacts (mailing list) in your Zoho Campaigns organization. You want to update their subscriber preferences based on the campaigns they want to receive from you. You have preferences like Monthly Newsletter, Latest Offers, Coupons, Product Releases, and Freebies.
In Zoho Campaigns, you can use Topics for this purpose.
You can create topics for the list of preferences you have and send emails to your contacts based on these preferences. Once you've collected their preferences, you can create segments to segregate these contacts based on the topics they've chosen.
Creating segments will allow you to send targeted campaigns to a group of customers showing similar interests or preferences. When sending an email campaign, you can choose a segment. The campaign will be sent to the contacts in this segment.
In this manner, you can use topics to understand your contacts' interests and improve your campaign sending strategy.
If you're using Zoho CRM and have integrated it with Zoho Campaigns, you may need to view the Account information, such as Account Name, for your contacts in Zoho Campaigns. While this information can be viewed by accessing each contact, it’s time consuming to go into each contact and check. There's a way to display the Account Name field as a column in the All Contacts view.
To do this:
1. From the Navigation Toolbar, click Audience and select Contacts.
2. Click the Customize Columns icon at the far right.
Audience -> Contacts -> Customize Columns
3. Scroll through the drop-down and tick the Account Name field, or search for 'account name' using the search icon and tick this field.
4. If needed, change its position to the top by dragging it using the small dotted icon next to it so you can view this field instantly instead of scrolling horizontally in the All Contacts view page
5. Click Save once you're done.
This displays the Account Name from Zoho CRM in the All Contacts view.
You can add internal notes to your contacts in Zoho Campaigns. You can do this in two ways:
In the Detail View.
While creating contacts.
A. In the Detailed View
You can also add a note in the detailed view of an already created contact by following these steps:
1. From the Navigation Toolbar, click Audience.
2. Select Contacts.
3. Click the email address of a contact to open its detail view.
4. Scroll to the Notes section at the bottom, click Add Note.
5. Type the note and click Add Note.
6. Alternatively, You can also click the More Actions (3-dotted) button at the top right inside the contact's detail view, select Notes, type a note and click Add Note.
If you want to add a note when manually creating contacts, follow these steps:
1. From the Navigation Toolbar, click Audience.
2. Select Contacts.
3. Click the drop down next to Import Contacts button at the top right and select Add New Contacts.
4. On the screen that appears, click the Customize Columns icon at the far right.
5. Scroll through the drop-down that appears and tick the Note field, or search for Note
using the search icon and tick this field.
When adding contacts manually, use Customize Columns -> include Note field and add your notes.
6. If needed, change its position to the top by dragging it using the small dotted icon next to it.
7. Click Save. If you use this field frequently, this method is useful if you don't have to scroll horizontally to include this information for your contacts.
8. Type the data in the Note field.
9. Click Save after ensuring all of the necessary information has been filled in.
These processes add an internal note to select contacts.
If you want to see the city your contacts are from at a glance when you are in the contacts list view, follow the steps below.
1. From the Navigation Toolbar, click Audience.
2. Select Contacts.
3. Click the Customize Columns icon at the far right.
4. Scroll down the drop-down and tick the City
field (if it hasn't already been ticked).
Select the City column and re-arrange by dragging it.
5. Change its position to the top by dragging it using the small dotted icon next to it.
6. Click Save.
This arranges the different fields according to your needs.
To edit the field data of a particular contact:
- Navigate to Audience -> Contacts.
- Click a contact to open its detail view.
- You can edit in one of the two ways:
- Click the More Actions button -> choose Edit.
Hover over the Personal Info section in the left side and click the Edit icon.
Edit option under More Actions or Edit icon in Personal Info section.
- A slide-in window will appear, you can make the edits and Save the changes.
Yes, you can. Say you're sending email campaigns to the employees (contacts) of Zylker Corporation. You want to know via a simple search how many contacts are present in your Zoho Campaigns organization from this company. The company doesn't follow a uniform email address pattern; instead it uses a mixture of @zylker.com and @zylker.org. You can perform the search by:
- Navigate to Audience -> Contacts.
- Click the filter icon (present before the Import Contacts button) at the top right in the contacts list view page.
- Tick the Contact Email checkbox and choose "contains any of" as the modifier.
Enter the value you want and press the Enter key. Then, enter another value and press Enter to have multiple values.
Filter option useful for doing a quick search. Creating a Segment is another option.
- Click Apply.
The advanced way of searching would be to create a segment with the same criteria so that contacts that you add even after creating the segment get dynamically added to this segment. You also have a readily available way to access these contacts exclusively instead of doing the search again and again. When you're manually adding multiple contacts in Zoho Campaigns, you may not be able to include data for certain basic fields. You’ll just need to include them in the creation form.
For instance, if you need to specify the country of the contacts, you can do that by:
1. From the Navigation Toolbar, click Audience.
2. Select Contacts.
3. Click the drop-down next to Import Contacts button at the top right and choose Add New Contacts.
4. On the screen that appears, click the Customize Columns icon at the far right.
5. Scroll through the drop-down and tick the Country
field. Click Save.
Selecting the Country field to be displayed when creating contacts.
6. If needed, change its position to the top by dragging it using the small dotted icon next to it.
This includes data for the Country field when you’re adding multiple contacts. This is useful if you don't have to scroll horizontally to include this information for your contacts, provided you use this field frequently.
You can include the Country field and other fields you need to enter data in during contact creation.
Note: Once you've set this column sorting, it will remain until you modify it again; if you rearrange the Country field to be displayed as the third field, it will remain there until you rearrange it again.
Note: Once contacts are deleted, they can't be retrieved because deletion is an irreversible process.Currently, you can delete contacts from certain views inside the Contacts module. For instance, you cannot delete Bounced, Invalid, Unsubscribed contacts. That could be one reason why you cannot find the Delete option. This is also applicable for deleting a single contact.
There can be a scenario where you can't find the Delete option even if you're in the correct contact view. It can be because of the role you're assigned. If you're assigned the Editor or the Viewer role, you can't delete data from your Zoho Campaigns organization. These roles, being system default roles, can't be modified. If you want permission to delete, you need to ask your admin to either provide you with the Manager role or create a custom role and provide the Delete permission for that role.
A custom role with Delete permission for Contacts module.
Once you're assigned the necessary default role or a custom role, you should be able to delete the contacts from the views in which deletion is possible.
Yes, in Zoho Campaigns, you can have up to 1 million non-marketing contacts in all paid plans. In the Forever Free plan, you can't create non-marketing contacts. To check the topics associated to a particular contact:
- Navigate to Audience -> Contacts.
- Click a contact to open its detail view.
- Click the Associations tab at the top.
- Under the Topics sub-tab you should now be able to view the topics.
You can bulk update the subscription type of non-marketing contacts to marketing in Zoho Campaigns by following these steps:
- Navigate to Audience -> Contacts.
- Go to the Non-Marketing view by clicking it in the top bar. If it's not present there, click the More Actions (3-dotted) button and select it.
- Select the desired contacts using the checkbox present to the left of their email address.
- Click the Actions button at the top.
- Select Change Subscription Type and choose Marketing.
- In the pop-up that appears click Proceed.
This changes contacts’ subscription type from non-marketing to marketing.
To search for a particular contact, provided you know their name or email address, or any other detail:
- Navigate to Audience -> Contacts.
- At the top of your Zoho Campaigns organization, you can find the search bar. Place your cursor inside it or use the keyboard shortcut / (forward slash).
- Type the name or email address of the contact. Search results will appear instantly.
- Click Search in Contacts option to get more results.
Currently, it’s possible to mass delete contacts only from certain contact views such as Reachable Contacts, Non-Marketing, etc views. It’s not possible to mass delete contacts from All Contacts or Unsubscribed filters. Once contacts are deleted from your Zoho Campaigns account, they cannot be retrieved.
To mass delete contacts:
1. From the Navigation Toolbar, click Audience.
2. Choose Contacts.
3. Choose the desired view from the top bar.
4. At the bottom of the page, click on the drop-down and select 200 to show the maximum number of contacts in a single page.
5. Select the contacts using the checkbox next to them. If you want to select all of the contacts in one click, click the checkbox next to the Contact Email column.
7. Click the Delete button.
8. In the pop-up that appears, click Delete Contacts.
You can delete up to 200 contacts at a time. That’s the maximum number of contacts that can be displayed on a single page. But what if you want to delete more than 200 contacts at a time?
To delete more than 200 contacts:
1. After selecting all of the contacts, click Select All button that appears at the top. This will select all of the contacts that match the criteria of the current view. In this instance, all marketing contacts will be selected
2. Click the Delete button.
3. In the pop-up that appears, click Delete Contacts.
This deletes more than 200 contacts at a time.
Currently,
it’s possible to mass delete contacts only from certain contact views
such as Reachable Contacts, Non-Marketing, etc views. It’s not
possible to mass delete contacts from All Contacts or Unsubscribed
filters. Once contacts are deleted from your Zoho Campaigns account,
they cannot be retrieved.
1. Navigate to Audience -> Contacts.
2. Choose the desired view from the top bar (Marketing, Non-Marketing).
3. Click the contact you want to delete.
4. In the contact's detail page, click the More Actions (3-dotted) button at the top right.
5. Choose Delete.
5. In the pop-up that appears, click Delete Contact.
This deletes a contact. If you want to delete multiple contacts at one time or delete more than 200 contacts, refer to this help document.
Note: You cannot use this option if the contacts have unsubscribed from their end. In that case, ask them to resubscribe or sign up again using the relevant signup form to reactivate them.To reactivate unsubscribed contacts:
1. Navigate to Audience -> Contacts.
2. Go to the Manually Suppressed view by clicking it in the top bar. If it's not present there, click the More Actions (3-dotted) button and select it.
3. Select the contacts you want to move back to your mailing lists using the checkboxes next to each email address.
4. Click the Actions button at the top.
5. Click Change Subscription Type.
6. Select Marketing in the Subscription type drop-down.
7. In the pop-up that appears, click Proceed.
This moves Unsubscribed contacts to Marketing contacts.
You can export your contacts from Zoho Campaigns to your desktop in different formats such as .csv, .xls, .json, etc. You need to have export privileges in the Contacts module to perform this action.
1. Navigate to Audience -> Contacts.
3. Click the Actions button at the top.
4. Click the Export Contacts option.
5. In the slide-in window that appears, specify a name for your file, choose the file format, select the fields that you want to export, and click the Export button.
The file will be downloaded to your system. Enter the password if you’ve chosen to use Zoho Campaigns' default password to open the downloaded file. Zoho Campaigns' default password is the combination of the first four characters of the users’ email address and the last four digits of the users’ Zoho user ID.
Note: The file will be downloaded to the location where all of the files you download from a browser are located. To access the file in your system, open the Downloads page from your browser. After accessing this page, you can find the exported file. Click to access it.
For example, if you're using Google Chrome, access the Downloads page by typing chrome://downloads in a new tab and load this page. Use Ctrl + J (for Windows) or Command + Shift + J (for Mac) to access this page. If you use Mozilla Firefox, use Ctrl + J (for Windows) or Command + J (for Mac) to access this page.
You can filter your contacts in Zoho Campaigns based on WhatsApp campaign-related activities. To do so:
- Navigate to Audience -> Contacts.
- Click the filter button present the at top-right, before the Import Contacts button.
- In the search field, type 'whatsapp' to list all the filters you can use related to WhatsApp marketing.
Below are the filters available:
Whatsapp Campaign ReceivedWhatsApp ActivityTotal Number of Whatsapp Campaigns DeliveredTotal Number of Whatsapp Campaigns ClickedFirst Whatsapp Campaign Delivered dateFirst Whatsapp Campaign Clicked dateLatest Whatsapp Campaign Delivered dateLatest Whatsapp Campaign Clicked dateFirst Whatsapp Campaign DeliveredFirst Whatsapp Campaign ClickedLatest Whatsapp Campaign DeliveredLatest Whatsapp Campaign Clicked
To find a list of non-marketing contacts:
1. Navigate to Audience -> Contacts.
2. Go to the Non-Marketing view by clicking it in the top bar. If it's not present there, click the More Actions (3-dotted) button and select it.
You should now be able to find a list of non-marketing contacts.
The limit to change the subscription type of your contact is three times the number of contacts allocated to your plan for each month.
Use case: Paul has subscribed to the Standard plan (10,000 contacts limit) for his organization. He can update the subscription type of contacts in his organization 30,000 (3*10,000) times in a month.
You
can change the subscription type of any single contact, a set of
contacts, or all of the contacts in your organization multiple times
given that it comes within your monthly allotted limit.
If a user is maintaining Unsubscribed contacts in a different service.
If the user is migrating from a different service.
If the user receives a direct request from their end recipient to unsubscribe them.
We recommend that you upload contacts as Unsubscribed when they fall under one of these scenarios.
E.164 is a numbering plan followed internationally to ensure each
device on the Publicly Switched Telephone Network (PSTN) has a globally
unique number. Its important to follow the E.164 format when importing
contacts to your Zoho Campaigns organization. Rules you need to
follow for a phone number to be E.164 qualified include:
- The maximum length of phone numbers is 15 digits.
- The
format of the phone number should comprise a country code (1 to 3
digits) and subscriber number including area code (up to 12 digits).
A
sample phone number adhering to the E.164 plan would be similar to
+12345678901, where [+1] is the country code, [234] is the area code,
and [5678901] is the subscriber's phone number. Ensure that all your
contacts are saved in the format as shown in the image below.

Given below are some of the examples of E.164 numbers:
E.164 format
| Country code
| Country
| Subscriber Number
|
+12468097531
| 1
| US
| 2468097531
|
+16789012345
| 1
| Canada
| 6789012345
|
+919876543210
| 91
| India
| 9876543210
|
While creating or importing contacts into Zoho Campaigns organization, contacts that
are not saved according to the E.164 format will either be ignored or
considered invalid. You will not be able to send campaigns to such
contacts, hindering your business communications with them.