Before you begin, do take a look at our help document: What to set up before sending an email campaign
To start creating an email campaign,
In the Navigation toolbar on the left, click Campaigns, and then select Email.
Click Create New to start a new email campaign.
You will now be taken to the email configuration screen. This is where you set up everything – your recipients, email details, and other advanced options. You will also see the option to choose a template and add your content.
You can start by setting up the Recipients section:
Click Topics to select the topic you want to associate with this email campaign. Topics help your contacts manage the types of emails they receive from you.
Click To to add your recipients. You can choose from your existing lists or segments.
Under the Email details section, fill in the following:
From: Click From to select the sender email address. This is the address your recipients will see in their inbox.
Reply-to: Click Reply-to to select the email address where replies from recipients should go.
Subject line: Add your email subject line. You can personalise it using merge tags (for example, the recipient's first name) and add emojis to make it stand out.
Preheader: Click Preheader to add a preheader text if needed. The preheader is the short preview text that appears after the subject line in the inbox. This step is optional.
Next, in the Advanced configuration section, you can,
Track replies: Toggle the Enable track replies option to monitor replies to your campaign email.
Attachments: You can attach files to your email. Supported file types are JPG, PDF, CSV, and TXT. The maximum file size per attachment is 2 MB.
Response action: Configure a response action to automatically trigger a follow-up action when a recipient responds to your email.
You can now add the actual content of your email. You have two main options:
(a) Use a pre-designed template
This is the easiest option, especially if you are new to email marketing and are not very comfortable coding:
Click See all to browse all available pre-designed email templates.
In the Gallery, find a template you like and click Use Template to select it.
You will be taken to the drag-and-drop template editor. Simply drag and drop elements such as text blocks, images, buttons, and so on to build your email layout.
Make your edits, then click Save and Close Editor when you are done.
(b) Build your email from scratch
If you prefer to design your own email, you can use one of the following options:
Upload HTML: Upload a ready-made HTML file.
Import HTML: Import HTML code from a URL.
Plain text editor: Write a simple text-only email with no formatting.
HTML editor: Write and edit HTML code directly within Zoho Campaigns.
Send a test email
Before sending your campaign to everyone, it is a good idea to send a test email to yourself or a teammate. This lets you check how the email looks in an actual inbox, including subject line, layout, images, and links, before it goes out to your recipients. Always check your test email on both desktop and mobile, as email layouts can look different depending on the device. Learn more
Once you are happy with your campaign and everything looks good, click Launch to send or schedule your email campaign. You can choose to send it immediately or schedule it for a specific date and time. The scheduling options available in Zoho Campaigns are:
Send later
Send in batches
Send at recipient’s optimal open time
Send at recipient’s time zone