To access SMS settings,

1. Click Settings icon at the top right corner of the screen.

2. Under Marketing Channels, click SMS.

Gateways

Zoho Campaigns includes its own built-in SMS gateway, which means you can send SMS campaigns without needing to rely on a third-party service. You can send SMS messages directly to contacts in the following countries:

• United States (USA)

• Canada

• India

Register your sender ID

Sender addresses are the names or codes that appear instead of a phone number when someone receives your SMS. They help recipients recognize your brand and can improve the chances of your message being opened.

There are two common types of sender addresses:

• Alphanumeric sender ID: This uses a mix of letters and numbers. It can include uppercase letters (A–Z), lowercase letters (a–z), and numbers (0–9). For example, ZylkerFest or 123Zylker.

• Numeric sender ID: This shows a phone number made up of digits (0–9) when the message is received, such as +1 718 222 1234.

Before sending any SMS campaign, you need to register a sender ID. The registration process differs slightly depending on the country you are sending to.

To begin sender registration: 

1. Click the Settings icon at the top-right corner of the screen.

2. Under Marketing Channels, click SMS.

3. Click the Gateways tab.

4. Choose either Zoho Campaigns' own SMS gateway or a third-party SMS provider.

5. If you choose a third-party provider, click Configure next to their name and follow their integration steps.

6. If you are using Zoho Campaigns' own gateway, click Start Sender Configuration.

7. Select your target country from the dropdown: USA, India, or Canada.

For Canada 

To register a sender ID to send SMS campaigns to Canada,

1. Enter a combination of digits you would like the number to start or end with.

2. Click Search to view a list of available numbers.

3. Select a number from the list and click Purchase.

4. A monthly charge of $1 applies per number. Confirm the purchase when prompted.

For USA 

You must complete 10DLC (10-Digit Long Code) registration to send SMS campaigns in the USA. This is required by US carriers to reduce spam and ensure message deliverability.

Learn more about how to complete the 10DLC registration

Once approved, you can start sending SMS campaigns to US contacts.

For India 

You must complete the DLT (Distributed Ledger Technology) registration to send SMS campaigns in India. This is a government-mandated process for all commercial SMS senders in India.

Learn more about how to complete the DLT registration

Third-party SMS gateways 

If you prefer to use a different provider, Zoho Campaigns also supports integration with several third-party SMS gateways. To configure them,

1. Click the Settings icon at the top right corner of the screen.

2. Click SMS under Marketing Channels.

3. Identify the third-party gateway you'd like to connect with and click the Configure button next to it.

An alternate way to integrate your Zoho Campaigns account with third-party SMS gateway is,

1. Click the Settings icon at the top right corner of the screen.

2. Click Apps under Integration

3. Select the SMS gateway and click Connect.

Subscriptions

You need SMS credits to send SMS campaigns using Zoho Campaigns. To purchase SMS credits,

1. Click Settings icon at the top right corner of the screen.

2. Click SMS under Marketing Channels.

3. Click the Subscriptions tab.

4. Click Buy more credits.

5. You'll be directed to the Zoho Store page where you can make your payments.

Preferences 

The Preferences tab lets you manage key settings that affect how your SMS campaigns. You can enable options like unsubscribe links and link tracking to ensure a better recipient experience while also monitoring engagement more effectively.

• Toggle the button to enable unsubscribe link: This lets you to automatically include an unsubscribe link in your SMS campaigns, allowing recipients to opt out easily. You can add URL prefix text, Unsubscribe URL, and the URL suffix text.

• Toggle the button to enable SMS click tracking: This allows you to automatically shorten and track all links in your SMS campaigns to measure engagement.

Integrating Zoho Campaigns with Zoho CRM connects the two. CRM records sync into Zoho Campaigns automatically, so you can send targeted campaigns to your CRM audience without exporting a single CSV file, and marketing engagement data can flow back to Zoho CRM to help sales prioritize the right leads.

Overview  

This doc walks you through:

• Why you'd integrate Zoho Campaigns with Zoho CRM, and who it's for

• Connecting your Zoho CRM account to Zoho Campaigns

• Setting up a sync for a CRM module, including filtering which records sync and where they land

• Mapping fields between Zoho CRM and Zoho Campaigns, in both directions

• Managing your integration after setup: editing, pausing, re-initiating, and disconnecting

Why integrate Zoho Campaigns with Zoho CRM  

If your organization uses Zoho CRM to manage leads or customers and Zoho Campaigns to communicate with them, integrating the two keeps everyone working off the same data. This is especially useful if a sales team qualifies leads before handing them to marketing, if you're running email campaigns for prospects who live in CRM, or if marketing and sales simply need to see the same activity on a contact.

Once connected, updates you make in Zoho CRM show up in Zoho Campaigns after the next sync, so you're not maintaining two versions of the truth. CRM fields like lead source, industry, or territory become available for segmentation without any manual list-building. And because engagement data can sync back to Zoho CRM, your sales team can see whether a lead opened your last campaign before they pick up the phone.

Without the integration, marketing typically maintains its own contact database that drifts out of sync with CRM, sales has no visibility into email engagement, and contacts risk getting duplicate or outdated communication. The integration exists to remove that gap.

Info: This integration uses a continuous sync model. Instead of a one-time import, Zoho CRM records stay in sync with Zoho Campaigns for as long as the sync is active, and you can control exactly which records, fields, and subscription rules apply.

Before you start  

Check the following before connecting your accounts:

• You need an active Zoho CRM account. If you have multiple Zoho CRM accounts, only one can be selected for integration.

• You must be the organization administrator in both Zoho Campaigns and Zoho CRM to set up the sync.

Connecting your Zoho CRM account  

1. In Zoho Campaigns, go to Settings, then Integrations, then Apps.

2. Under Zoho, find the Zoho CRM card and click it.

3. On the Zoho CRM page, review the Features list and the Before you start requirements, then click Connect.

4. In the Integrate with Zoho CRM window, select your organization from the Select an organization to integrate with Zoho Campaigns dropdown.

5. Click Integrate.

You'll see a Zoho CRM connected confirmation, and the window automatically moves to the Setup Sync step.

Note: The organization you connect to here determines what's available in every later step, including which custom modules you can sync. For example, if you connect to a Zoho CRM organization called "Skyline Realty," you'll only be able to sync modules and custom modules that exist in Skyline Realty's account, not in any other Zoho CRM organization you might have access to.

Setting up a sync  

A sync connects one Zoho CRM module, either Leads, Contacts, or a custom module, to Zoho Campaigns. You can set up a sync for each module separately, and each one has its own module selection, record scope, subscription settings, and field mapping.

Choosing a module and record scope  

1. From Select Module to Sync, choose Leads, Contacts, or Custom module.

2. If you choose Custom module, a second required field appears. Use the Custom module dropdown to pick the specific module you want to sync, for example, a "Property Enquiries" module built for a real estate business.

3. Choose how many records to sync:

• All Records syncs every record from the selected module.

• Specific Records lets you sync only the records that match criteria you define. This applies to new records only, so it won't retroactively remove or add records that already existed in the module before you set it up. To apply your criteria to existing records too, use Re-initiate Sync after setup.

Note: Custom module only appears as an option if the connected Zoho CRM organization has at least one custom module set up. If it doesn't, you'll only see Leads and Contacts in the dropdown. The custom modules listed also depend on which organization you connected to.

If you choose Specific Records, the Add Contact Filter window opens:

1. In Group 1, choose a field, then a condition (for example, contains, is empty, starts with), and enter a value.

2. Click the + icon next to a condition to add another condition to the same group, or the trash icon to remove one.

3. Click Add a Group to create additional groups of conditions. When you add a second group, an AND/OR toggle appears between the groups, and a Criteria Pattern (for example, (G1 OR G2)) summarizes how the groups combine.

4. To customize how groups combine beyond a simple AND or OR, click Change Pattern and edit the pattern directly, then click Save.

5. Click Apply Filter.

Back on the Setup Sync screen, your filter appears as a tag with a Modify Filter link, so you can revisit it later without rebuilding it from scratch.

Choosing where synced contacts land  

The Associations section controls what happens to contacts once they're synced.

• Subscription Type. Choose Marketing if these contacts have given permission to receive marketing communication. They'll count toward your subscriber plan. Choose Non-Marketing if they haven't. Non-marketing contacts don't receive marketing communication and don't count toward your subscription plan.

• Workspaces. If your Zoho Campaigns account has multiple workspaces, pick the one that should receive these contacts.

• Add to List. Select an existing mailing list, or type a new name and click Create List to make one on the spot.

• Add to Topic. Available only when Subscription Type is set to Marketing. Topics are grouped by category in the dropdown, and you can select more than one.

If you add contacts to a topic, a Lawful basis for communication field becomes required. Choose the basis that applies: Not Applicable, Consent, Legitimate Interest, Contract, Public Task, Legal Obligation, or Vital Interest. If you choose Consent, a Sync consent status from Zoho CRM checkbox appears, letting you keep consent records aligned between the two systems.

Setting sync rules  

The Sync Rules section controls how unsubscribes and deletions in Zoho CRM affect your Zoho Campaigns contacts.

• Opt-Out Field. Choose the Zoho CRM field where unsubscribe preferences are stored. Available options depend on the module: Leads offers Email Opt Out, Is Converted, and Locked; Contacts offers Email Opt Out and Locked. If you create a custom field in Zoho CRM for this module, it also becomes available as an option here.

• Sync opt-out status. When enabled, unsubscribe status syncs for new and existing records based on your selected Opt-Out Field. Choose what happens to those contacts in Zoho Campaigns: Mark as Non-Marketing Contact, Mark as Unsubscribe, or Delete.

• Sync deleted contacts. When enabled, records deleted in Zoho CRM trigger the same action in Zoho Campaigns: Mark as Non-Marketing Contact, Mark as Unsubscribe, or Delete.

• Sync empty field values. When enabled, clearing a field's value in Zoho CRM empties that field in Zoho Campaigns too.

Click Save & next to move to field mapping.

Mapping fields between Zoho CRM and Zoho Campaigns  

The Map Fields step controls which CRM fields carry over to Zoho Campaigns, and which Zoho Campaigns fields, if any, flow back to Zoho CRM.

Mapping CRM fields to Zoho Campaigns fields  

Email and Mobile are mapped by default and can't be removed, since Zoho Campaigns needs at least one of them to reach a contact. Other default mappings, like First Name, Last Name, and Phone, can be edited using the dropdowns or removed with the trash icon. Click the + icon to add another field mapping.

For the Contacts module, field mapping is organized into tabs for the module itself and its related modules: Contacts, Accounts, and Deals. Each tab comes with a sensible set of default mappings (for example, Account Name, Industry, and Annual Revenue under Accounts; Deal Name, Stage, and Amount under Deals), and you can adjust any of them the same way. The Leads module doesn't have related-module tabs, since leads don't carry account or deal associations.

Click Add new field if the field you need isn't already listed. This lets you map a custom Zoho CRM field without leaving the field mapping screen.

Sending marketing insights back to Zoho CRM  

Toggle Sync from Zoho Campaigns to Zoho CRM on to share marketing data, including opt-out status and contact scoring, with your sales team.

1. Under Zoho Campaigns, select the field you want to send, for example Email Opt-out or Contact Score (contact's total engagement score.)

2. Under Zoho CRM, select the field that should receive it.

3. Click the + icon to map another field.

Warning: If the Zoho CRM field you're trying to map to doesn't exist yet, you'll see an error like "Please create the Contact Score field in Zoho CRM." Create the matching field in Zoho CRM first, then come back and complete the mapping.

Things to know before you save  

• Record owner information, including Name, Email, Role, Profile, Street, City, Zip, Phone, Mobile, Fax, and Website, syncs by default and can't be mapped separately in field mapping.

• Mobile numbers must follow E.164 format to send SMS and WhatsApp campaigns.

• A contact must have either an email address or a mobile number to sync successfully.

Click Save to finish. You'll see a confirmation once your sync and field mapping are saved.

Managing your CRM integration  

Once a sync is set up, you can manage it from the Zoho CRM integration page under Settings, then Integrations, then Apps.

Viewing your connected account and modules  

The page shows your connected Zoho CRM account and organization at the top, and a Modules table listing every module you've synced, its Status (Active or Paused), Mapped List, and Last Sync Time, along with who created it and when.

Adding a sync for another module  

Click Create New Sync in the top-right corner. Since your account is already connected, this shortens the wizard to two steps: Setup Sync and Map Fields. Only modules that don't already have a sync appear in the Select Module to Sync dropdown, and, as before, Custom module only shows up if the connected organization has one available. For example, if you've already set up a sync for Leads, only Contacts and any unsynced custom modules show up when you create a new sync.

Editing an existing sync  

Click the three-dot menu next to a module and choose Edit. This reopens the Configuration and Field Mapping tabs with your current settings, so you can adjust the record scope, associations, sync rules, or field mappings without starting over.

Pausing and resuming a sync  

Click the three-dot menu next to a module and choose Pause Sync to stop it temporarily. No records will be added or updated through that sync while it's paused, though the configuration stays intact.

To bring it back, choose Resume Sync. New records will be added and existing records updated based on your current settings, including any changes you made while the sync was paused.

Re-initiating a sync  

Choose Re-initiate Sync from the three-dot menu to fetch all matching records from Zoho CRM again from the beginning. This is useful if you've made significant changes to your filter criteria or field mapping and want the sync to reflect them across your entire contact base.

Note: Re-initiating a sync re-fetches every matching record, not just what's changed. For a large CRM database, this can take a while to complete.

Viewing sync history

Choose Sync History from the three-dot menu to see a log of every sync run, with the date and time it ran, the Total Records synced, how many were Added, how many were Updated, and how many were Skipped because they didn't match your sync criteria.

It is also tagged with a sync type: Initial for the first sync after setup, Resync for a re-initiated sync, Manual for a sync you trigger through lists, and Instant for a sync that fires right after a matching change in Zoho CRM.

Disconnecting Zoho CRM  

Click the three-dot menu at the top of the page, next to Create New Sync, and choose Disconnect.

Alert: Disconnecting Zoho CRM stops all active syncs immediately. You won't be able to import further contacts from Zoho CRM, and you won't be able to share marketing activity, like opt-out status or scoring, with Zoho CRM. This doesn't delete contacts already synced into Zoho Campaigns.

Doing a one-time sync from a list  

Beyond the continuous module sync covered above, you can also pull contacts into a specific list with a one-time, manual sync. Synced contacts are treated as new contacts and are also accessible from the Contacts module in Zoho Campaigns.

This requires the Zoho CRM integration to be set up first. If you haven't integrated yet, you can start that process directly from the list.

If Zoho CRM is already integrated  

1. After creating the list, click Import from Zoho CRM.

2. In the slide-in window that appears, choose the Zoho CRM module and the Zoho CRM view you want to sync.

3. Click Sync to pull contacts from Zoho CRM into this list.

If Zoho CRM isn't integrated yet  

1. After creating the list, click Import from Zoho CRM.

2. You're redirected to the Zoho CRM integration page under Settings, then Integrations, to set up the integration.

3. Once the integration is complete, return to the list and click Sync from Zoho CRM again.

4. Choose the Zoho CRM module and the Zoho CRM view you want to sync.

5. Click Sync to pull contacts from Zoho CRM into this list.

What are skipped contacts?  

Skipped contacts are records that exist in your Zoho CRM module but don't make it into Zoho Campaigns during a sync. A record can be skipped for a few different reasons, and knowing what to check can save you time when a sync's contact count doesn't match what you expected.

Use these checks to avoid skipped contacts:

• Check your subscription plan before syncing. If you're syncing more Marketing contacts than your Zoho Campaigns plan allows, contacts beyond the limit are skipped. Confirm your plan can accommodate the incoming contacts before you sync a large batch.

• Make sure contacts haven't opted out in Zoho CRM. If Sync opt-out status is enabled and a contact is already opted out based on your chosen Opt-Out Field, that contact is skipped instead of added as an active subscriber.

• Confirm contacts haven't been deleted in Zoho CRM. A record deleted in Zoho CRM won't sync into Zoho Campaigns, even if it previously matched your sync criteria.

• Fill in mandatory fields. Every contact needs either an email address or a mobile number. Records missing both are skipped. Mobile numbers must also follow E.164 format.

• Check that the module you're syncing from still exists. If a CRM module is deleted after you've set up a sync from it, every contact under that module is skipped until you point the sync at a different module.

• Match data types in your field mapping. Mapping a text field to a number field, or a similar type of mismatch, causes affected records to be skipped. Keep field types consistent on both sides of the mapping.

• Watch field length limits. If a field's value is longer than what Zoho Campaigns allows, that record can be skipped. Trim oversized values in Zoho CRM before syncing.

Note: You can see exactly how many contacts were skipped in a given run from the Skipped column in Sync History, covered earlier in this doc.

CRM actions in Workflows  

Beyond keeping contact data in sync, Zoho Campaigns lets you trigger actions in Zoho CRM directly from a Workflow. Two CRM actions are available:

• Push Data, which sends contacts from Zoho Campaigns into a Zoho CRM module based on your workflow's criteria. See Push Data in Workflows for setup steps.

• Create Task, which creates a task in Zoho CRM automatically when a contact reaches that point in your workflow. See Create Task in Workflowsfor setup steps.

Bigin by Zoho CRM 

 Features 

1. Import contacts along with associated deal information.
   
2. Engage contacts through campaigns and move them through your pipeline.
   
3. Update campaign-related details for records in Bigin. 
   

 Prerequisites 

1. You must have an active Zoho Bigin account. If you have multiple accounts, only one account can be selected for integration.
   
2. Only users with Administrator permission in both Zoho Bigin and Zoho Campaigns can setup the sync.
   

 To integrate with Zoho Bigin 

1. Click Settings icon on the top-right corner of the screen.

2. Choose Apps under Integration.

3. Select Zoho Bigin under Zoho Apps and click Connect

4. A pop up appears to integrate and create a new sync.

5. After linking the account by choosing an organization to sync with Zoho Campaigns, proceed to the next step of configuring the sync.

6. Fill in the details of the sync:
   1. Select the Bigin module you want to sync.  
   2. Select the Workspace under it.
   3. Select the list you want to sync with(optional).
   4. Select the subscription type.
   5. Choose a topic for the imports if required(optional).
   6. Toggle whether you want to update empty field value as per Zoho Recruit details.
   7. Under Advanced settings, Toggle whether to Exclude contacts who had opted-out and Remove contacts who opted out.
   8. Click Save and Next

7. Now, Map the fields from Zoho Bigin to Zoho Campaigns.

8. Click Initiate once you are done.

What happens if I deny my Zoho Bigin account Integration?     

If you deny this integration,

• You cannot import further contacts from Bigin.

• All active syncs will be disabled.

• Your existing syncs and settings may be deleted.

Denying access to Zoho  Bigin

1. Click Settings icon in the top-right corner of the screen.

2. Choose Apps under Integration.

3. Under connected apps, Select Zoho Bigin.

4. Click the Disconnect option after clicking the three dots in the right.

5. A pop appears informing about the effect of disconnecting.

6. Click Proceed.

 Post Integration 

• You can always go back and edit the Sync details and Field Mapping.

• You can also view the Sync History which logs all the actions related to this integration including Total Records, Added, Updated, Skipped contacts.  

Features 

1. Sync customers, products, orders, and store details from Zoho Commerce into Zoho Campaigns.
   
2. Create targeted email campaigns based on customer purchase behaviour and engagement.
   
3. Segment customers using order activity, purchase history, and cart interactions.
   
4. Automate follow-up emails, promotional campaigns, and customer journeys.
   
5. Monitor and manage sync activities directly from Zoho Campaigns.
   
6. Maintain updated customer and store information across both platforms.
   

 Prerequisites

1. You must have an active Zoho Commerce account. If you have multiple active accounts, only a single account can be selected for integration.
   
2. You must be the organization administrator in both Zoho Campaigns and Zoho Commerce to perform the sync.
   

Integrate with Zoho Commerce   

1. Click Settings icon on the top-right corner of the screen.

2. Choose Apps under Integration.

3. Select Zoho Commerce under Zoho Apps and click Connect

4. A pop up appears to integrate and create a new sync.

5. After linking the account by choosing an organization to sync with Zoho Campaigns, proceed to the next step of configuring the sync. Fill in the details of the sync:

1. Select the Workspace under it.
   

2. Select the list you want to sync with (optional).
   

3. Choose a topic for the imports if required (optional).

6. Now, Map the fields from Zoho Commerce to Zoho Campaigns

7. Click Save.

8. Upon integrating, your online store and the data in it (customers, products, store domain, currency used) will be connected and synced with Campaigns.
   

What happens if I deny my Zoho Commerce account Integration?       

If you deny this integration,

1. Store data will no longer be in sync with Zoho Campaigns.
   
2. Any scheduled email campaign of e-commerce type will not be sent.
   
3. Active/draft automations with e-commerce triggers will not function any longer.
   

 To disconnect integration with Zoho Commerce:    

1. Click Settings icon in the top-right corner of the screen.

2. Choose Apps under Integration.

3. Under connected apps, Select Zoho Commerce.

4. Click the Disconnect option after clicking the three dots in the right.

5. A pop appears informing about the effect of disconnecting.

6. Click Proceed in the confirmation popup.

 Post Integration 

• You can always go back and edit the Sync configuration details and Field Mapping on the Edit icon available in respective tabs.

• You can also view the Sync History which logs all the actions related to this integration including Total Records, Added, Updated, Skipped contacts.   
  

Shopify  

Integrate Shopify with Zoho Campaigns to sync your store data and automate customer engagement campaigns based on shopping activity.

Shopify is an e-commerce platform used to create and manage online stores. By integrating Shopify with Zoho Campaigns, you can sync store data and use it for customer communication and campaign management.

 Features

1. Sync customer, product, and order information from Shopify into Zoho Campaigns.
   
2. Segment contacts using shopping behaviour, order details, and engagement data.
   
3. Create personalized email campaigns based on customer activity and purchase history.
   
4. Automate cart recovery emails, promotional campaigns, and follow-up workflows.
   
5. Monitor sync activity and manage integration settings directly from Zoho Campaigns.
   
6. Keep customer information updated automatically between Shopify and Zoho Campaigns.
   

Prerequisites

1. You must have an active Shopify account. If you have multiple active accounts, only a single account can be selected for integration.
   
2. You must be the organization administrator in Zoho Marketing Campaigns to perform the sync.
   

 Integrate with Shopify:   

1. Click Settings icon on the top-right corner of the screen.

2. Choose Apps under Integration.

3. Select Shopify under e-commerce Apps and click Connect

4. A pop up appears to integrate and create a new sync.

5. First, connect your Shopify store by entering your Shopify store URL and associated client information, Which includes:
   Shopify store URL
   Client ID
   Client Secret

6. Click Connect & Next.

7. Now, fill in the details of the sync by:
   1. Select the list you want to sync with (optional).
   2. Choose a topic for the imports if required (optional). 

8. Now, Map the fields from Shopify to Zoho Campaigns

9. Click Save.

10. Upon integrating, your online store and the data in it (customers, products, store domain, currency used) will be connected and synced with Campaigns)

Note:

Zoho Campaigns will automatically map the fields of your contacts already available in Shopify. Once you have set up the sync, you can view the fields that have been mapped.

Any new contacts added in Shopify after the integration will sync real-time to Zoho Campaigns by default.

What happens if I deny my Shopify account integration?  

If you deny/change Shopify integration

1. The contacts in your Shopify account will not be imported.

2. Shopify campaigns in the draft cannot be sent, but campaigns that are scheduled or in progress or in testing will be sent as usual.

3. Recipients who have purchased your products won't be tracked.

4. e-commerce reports and the summary of your campaigns won't be generated.

To disconnect integration with Shopify applications:      

1. Click the Settings icon in the top-right corner of the screen.
   
2. Choose Apps under Integration.
   
3. Select Shopify under Connected Apps.
   
4. Click the Disconnect option after clicking the three dots in the right.
   
5. A pop appears informing about the effect of disconnecting.
   
6. Click Proceed in the confirmation popup. 
   

1. You must have an active wordpress website in order to perform the integration.
   
2. You must be the organization administrator in both Zoho Campaigns and WooCommerce to perform the sync.
   

 How to install Zoho Campaigns plugin for WordPress?   

1. In your WordPress admin panel, go to Plugins and click Add New.
   
   

2. Search for Zoho Campaigns plugin in WordPress.

3. Click the Install Now button to activate the plugin.

4. Navigate to Installed Plugins and click Activate. 

Connecting your Zoho Campaigns Account with Wordpress  

First, You need to connect your Zoho Campaigns account to wordpress in order to access any of its features and functions.

1. First, click on the Connect button to initiate integration.

2. Enter your Zoho Campaigns account credentials and review the terms and permissions. When done, click accept.

3. Now the account will have been integrated with the wordpress account and you can now access and use any of the following features as shown in the image.

Connect WooCommerce with Zoho Campaigns

Connect your WooCommerce store with Zoho Campaigns and completely automate your e-commerce activities.

1. In the WordPress admin panel, go to e-commerce.

2. Click Connect store.

3. Authenticate the integration.

4. Select a mailing list to be associated with the store and click Associate List.

5. After you associate a list, your store's orders, products, customers and other details will be synced with Zoho Campaigns.

6. Once the store is connected, take a look at all the features supported by Zoho Campaigns for your WooCommerce store, as well as some Opt-in settings that can be modified as per your preferences.

7. Click Open Zoho Campaigns to access the e-commerce solutions.
   

Note:

if the marketing box is checked after selecting a list, all existing contacts will be marked as Marketing contacts regardless of their previous status during the sync. Any contacts added after that will not be automatically marked as marketing contacts, unless they choose to opt in for marketing at a later stage. Learn more .

Note:

Currently, only promotional SMS campaigns are supported. Transactional SMS is not available at this time.

Prerequisites 

Before you can create and send an SMS campaign, make sure the following are in place:

• Each contact must have a mobile number saved in your Zoho Campaigns contact list. Without a mobile number, the contact will not receive the SMS.

• You must purchase SMS credits. Credits are consumed each time an SMS is sent. 

• You must register a sender ID (also called a sender address). This is the name or number that appears as the sender when your contacts receive the SMS.

• If you are sending SMS campaigns to contacts in India, you must complete the DLT (Distributed Ledger Technology) registration as required by Indian telecom regulations.  Learn more

• If you are sending SMS campaigns to contacts in the USA, you must complete 10DLC registration.  Learn more

• If you are using a third-party app to send your SMS campaigns, ensure that you've integrated it with your Zoho Campaigns account.

How to create an SMS campaign 

Once your sender ID is registered and your credits are in place, you are ready to create your SMS campaign. For that,

1. From the left navigation toolbar, click Campaigns, then select SMS.

2. Click the Create button at the top-right corner of the screen.

3. Fill in the SMS campaign details on the configuration screen:
   (a) To: Select the contact lists and segments you want to send the SMS to. Both lists and segments created in your Zoho Campaigns account can be used as recipients.
   (b) Sender: Select the sender number that will appear when your contacts receive the SMS. This is the sender ID you've registered.

4. Now you can add the SMS content. Use the '@' symbol to insert merge tags and personalize your message. For example, you can include the contact's first name in the greeting.

5. In the To opt out section, you can include a link to allow recipients to unsubscribe from future messages.

6. In the Response action section, you can define what should happen when a recipient interacts with your SMS campaign. For example, you can add the contact to a new list, or assign a tag when someone clicks a link in your SMS.

7. The Credits in Wallet section shows your current available credit balance. Make sure you have enough credits before launching the campaign.

8. When you are ready to send the campaign, click Launch. You will be given two options:
   (a) Send immediately: sends the campaign right away.
   (b) Send later: lets you choose a specific date, time, and time zone for delivery.

Note:

1. If your message exceeds 160 characters, it will be automatically split into multiple messages of up to 70 characters each. This may use additional SMS credits.
   
2. If your message contains non-GSM characters (such as characters from languages like Tamil, Hindi, or Arabic), it will be treated as a Unicode message and split into segments of 70 characters or fewer.
   
3. You can include one link in the message. Link clicks (other than unsubscribe link clicks) can be tracked. Only unique clicks are counted.
   

Sending a test SMS 

Before sending your SMS campaign to all recipients, it is a good idea to send yourself or a teammate a test SMS to check how the message appears on a real device. To send a test SMS,

1. On the SMS configuration page, click the Test SMS button.

2. Select a phone number from the available options. Note that you can only select one number at a time.

3. Click Send.

Prerequisites 

Before you create a WhatsApp campaign using Zoho Campaigns, you need to meet the following prerequisites:

• You need to have a WhatsApp business account and dedicated phone numbers to use the WhatsApp business API. You'll receive an authentication code to the dedicated number to verify the number in our platform.

• You need to have created a personal Facebook account (linked to your business email) to send WhatsApp campaigns.

• You need to have a valid website for your business, and you'll need to have a legal name and an address for your business that can be displayed in campaigns if required.

• You need to integrate your WhatsApp business account with Zoho Marketing Automation and add numbers.

• Draft your WhatsApp templates beforehand. You can send a WhatsApp campaign only after Meta approves it.

Creating WhatsApp campaigns 

Follow the steps given below to create a WhatsApp campaign in Zoho Campaigns:

1. From the Navigation toolbar click Campaigns and select WhatsApp.

2. Click Create New.

3. In the Campaign Details section, select who should receive your campaign. Under the 'To' field, choose contacts from the lists and segments you've already saved.

4. In the 'From field', add the sender details.

5. In the Content section, choose whether you want to create a new template or use an existing one.

6. If you already have saved templates, browse through them and select the one you want to use. Edit the template if needed before continuing.

7. To create a new message, click Create New and enter the required template details. Add a clear Template Name, choose a Category (such as promotional or transactional), and select the Language your audience prefers.

8. Add the content for your message. You can include a Header, Body, Footer, and Buttons. The Header is optional and appears at the top of your message. You can use text, an image, a video, or a document to make your message more engaging.
   

Note:
(a) The header can contain a maximum of 60 characters and one placeholder. It does not support new lines, formatting characters, emojis, or asterisks.
(b) The body can contain up to 800 characters, including placeholders such as merge tags and links. It cannot contain the characters <, >, {, or }, and can have a maximum of 10 placeholders.
(c)The footer can contain up to 60 characters. It does not support multiple lines, placeholders, emojis, or special characters.
(d) A WhatsApp template can contain a combination of Quick Reply and Call-to-Action buttons, with a maximum of 10 buttons in total. You can add up to 10 Quick Reply buttons, 2 URL buttons, and 1 Call Phone Number button.

1. Add your main message in the Body section. Keep the content short, simple, and easy to read. For example: “Hi! We’re offering 20% off all hair services this weekend only. Book now to reserve your slot!”
   

2. Optionally, add a Footer with extra details such as your business name, support information, or unsubscribe instructions.

3. You can also add up to ten Buttons to encourage action. These buttons can let customers quickly reply, visit your website, or call your business directly.

4. Once your message is ready, click Send for Review. Your campaign will be reviewed to ensure it follows WhatsApp guidelines.

5. After approval, click Launch to deliver the campaign to your selected contacts.

Send a Test WhatsApp Campaign 

Once your WhatsApp campaign is ready, you can test it before sending it to your recipients. Sending a test message helps you verify that the message content, formatting, placeholders, media, and buttons appear as expected. It also allows you to review the overall experience from a recipient's perspective and make any necessary changes before launching the campaign.

To test your campaign:

1. Click Test WhatsApp.

2. Select a phone number from the drop-down list.

3. Click Send.

Best Practices 

• Use simple language

• Keep the message short

• Use clear headers, which will help recipients quickly understand what your message is about.

• Add a clear call-to-action button to tell customers exactly what you want them to do.

• Space out your campaigns, and do not send campaigns frequently.

• Avoid using all caps in your message.

• Always include a way for customers to contact you or opt out in the footer.