Begin your admin journey

Begin your admin journey

What's your role as an admin?

As a Zoho Campaigns administrator, your role is to set up and manage a well-configured Campaigns account that enables your organization to plan, execute, automate, and measure customer communications across multiple channels.

You are responsible for making sure your teams can use Zoho Campaigns effectively, while maintaining the quality of your audience data, protecting email deliverability, and getting the most value from the platform's capabilities. You should also continuously explore new features and capabilities to improve engagement and streamline your organization's marketing operations.

Your core tasks are to:

  1. Help your users get the most out of Zoho Campaigns by guiding them on how to use its tools, features, and best practices effectively.
  2. Configure Zoho Campaigns to match your organization's marketing processes, including users, roles, permissions, preferences, integrations, and communication settings.
  3. Maintain accurate and trustworthy audience data by managing mailing lists, contacts, segments, topics, consent, and subscription preferences effectively.
  4. Design and manage automated customer journeys that deliver timely, personalized communications based on customer behavior, preferences, and engagement.
  5. Enable your teams to engage customers across multiple channels, using email and other available communication channels to deliver consistent and relevant experiences throughout the customer journey.
  6. Set up reports and dashboards that help marketing teams and managers monitor campaign performance, audience engagement, deliverability, conversions, and other key marketing metrics.
  7. Maintain a healthy and compliant communication environment by managing consent, subscription preferences, sender authentication, deliverability settings, and other account-level configurations.

We'll help you take your first steps in implementing Zoho Campaigns for your organization in the following sections:

  1. Set up your organization account
  2. Manage your subscriptions
  3. Manage users, roles, and permissions
  4. Customize your account
  5. Configure your email settings
  6. Configure SMS gateways
  7. Configure WhatsApp Business account
  8. Define consent and privacy
  9. Set email tracking and sending limit
Read more
  1. Get a quick overview of Zoho Campaigns UI
  2. Check out Zoho Campaigns specifications.
  3. Use our developer docs to extend Zoho Campaigns functionality.
Other resources
  1. View release notes to stay in the loop about newly added features and enhancements.
  2. Learn about our policies with respect to compliance.
  3. View our stance on privacy: Privacy Commitment.
  4. Learn about Zoho Campaigns terminology in our Glossary.