Contact Management
What is a segment in Zoho Campaigns and how is it different from a list?
In Zoho Campaigns, a list is a static group of contacts that you addmanually or via sync, remaining unchanged unless you update it. A segment, on the other hand, is a dynamic group that automatically updates based on criteria such as location, ...How do you use tags in A/B testing campaigns?
In Zoho Campaigns, you can use tags in A/B testing by first creating segments based on tags, then selecting those segments as your audience for each test version. This ensures your A/B test targets a specific group defined by tags (e.g., "Frequent ...Can you generate reports based on tags?
Zoho Campaigns does not offer direct tag-based reports, but you can generate reports by creating a segment using specific tags as criteria. You can then send campaigns to that segment and view campaign reports (opens, clicks, etc.) for that tagged ...How do you manage tags across different user roles?
To manage tags across different user roles in Zoho Campaigns, set role-based permissions in the Users & Roles section to control who can create, edit, or delete tags. Assign roles like Admin, Manager, or Viewer based on their need to manage contacts ...Can deleted tags be recovered?
No. Once a tag is deleted in Zoho Campaigns, it cannot be recovered. The tag is permanently removed from the system, and any associations with contacts are lost. But the contacts to which the deleted tag was associated will remain and not be deleted.Are there default tags in Zoho Campaigns?
: No. Zoho Campaigns does not create or provide default tags. All tags must be manually created by users or added through automation, imports, or integrations based on your requirements.Can you assign tags while creating a segment?
No. You cannot assign tags while creating a segment in Zoho Campaigns. Segments are built using existing data, including tags, but they do not support applying new tags during creation. Tagging must be done separately, before or after segment ...Can you assign tags via third-party integrations?
Yes. You can assign tags via third-party integrations in Zoho Campaigns. Many integrations—especially through Zoho Flow, Zapier, or the Zoho Campaigns API—allow you to automatically assign tags to contacts based on external triggers, such as form ...Can you tag contacts based on campaign activity?
Yes. You can tag contacts based on their campaign activity in Zoho Campaigns. This can be done manually by filtering contacts (e.g., those who opened or clicked an email) or automatically through workflows. To do it manually: Step 1: Navigate to ...What's the impact of tags on unsubscribed contacts?
Tags are still associated to unsubscribed contacts in Zoho Campaigns when they unsubscribe. Even if a contact unsubscribes, their tags remain in the system and can be used for organizing, filtering, or reporting—though you can’t send campaigns to ...Can you assign a tag using API calls?
Yes. You can assign a tag to a contact using Zoho Campaigns’ API. The API provides endpoints that let you add tags to existing contacts by specifying the contact's email address and the tag name in the request. The Tag Management APIs can be used for ...Do tags remain if a contact is removed from a list?
Yes. In Zoho Campaigns, tags remain associated with a contact even if that contact is removed from a mailing list. Tags are independent of lists and stay with the contact as long as the contact exists in your account.Can you use tags to exclude contacts from a campaign?
Yes. You can use tags to exclude contacts from a campaign in Zoho Campaigns. By creating segments, you can apply a criteria where the condition is “Tag is/not” with the desired tag and save it. Now, you can either use the segment (if the criteria is ...How do you view the total number of contacts under a specific tag?
Step 1: Navigate to Contacts. Step 2: Go to Contact Tags, Step 3: Click the desired tag to open it. Step 4: You'll see the list of contacts. Click the 'show' text present at the center of the tag screen to open a drop-down screen where the total ...Can Zoho CRM tags sync with Zoho Campaigns?
No. Zoho CRM tags do not automatically sync with Zoho Campaigns. While contacts can be synced between the two apps, tags in Zoho CRM aren’t transferred to Zoho Campaigns during sync. To use the Zoho CRM tags, you can use custom fields or create ...Can you assign tags using signup forms?
Zoho Campaigns lets you assign tags to contacts automatically using signup forms with the help of workflow. When creating or editing a signup form, you can use the advanced option to associate a workflow to the signup form so that the tags get ...How do you export contacts based on tags?
Step 1: Navigate to Contacts. Step 2: Go to Contact Tags. Step 3: Click the desired tag, and it will display the list of all contacts linked to that tag. Step 4: Select all the contacts by clicking the checkbox present to the left of the Contact ...Is there a limit to the number of tags per contact?
There is no limit to the number of tags you can assign to a single contact in Zoho Campaigns. Contacts can have as many tags as needed for categorization, segmentation, and automation.How do you rename an existing tag?
Step 1: Navigate to Contacts. Step 2: Go to Contact Tags. Step 3: Locate the tag you want to edit/rename and hover the cursor to the across the tag. Step 4: Click on the Edit icon next to that tag. Step 5: Make the changes and click Save.Are tags case-sensitive in Zoho Campaigns?
No. Tags in Zoho Campaigns aren’t case-sensitive. For example, "VIP" and "vip" will be treated as the same tag so you can't create multiple tags having the same name.Are tags visible on the contact details page?
Yes. Tags are visible on the contact details page in Zoho Campaigns. When you view a contact’s profile, all associated tags are displayed clearly, typically under the Contact Tags section for easy reference and management.How do tags work with segments in Zoho Campaigns?
In Zoho Campaigns, tags can be used as criteria when creating segments. While setting up a segment, you can specify conditions such as "Tag is" or "Tag contains" to include only contacts with specific tags. This allows for precise targeting in ...What’s the difference between tags and custom fields?
Tags in Zoho Campaigns are labels used to categorize or group contacts flexibly, while custom fields store specific data (like age, city, or interests) tied to each contact as a defined field. Tags are free-form, can be multiple per contact, and can ...Can tags be used in dynamic content or personalization?
No. Contact tags in Zoho Campaigns cannot be directly used for dynamic content or personalization within email templates. Instead, personalization relies on merge tags (like first name, email, etc.), and dynamic content is typically controlled ...How do you view all contacts associated with a specific tag?
Step 1: Navigate to Contacts. Step 2: Go to Contact Tags. Step 3: Click the desired tag, and it will display the list of all contacts linked to that tag.Are tags shared across mailing lists?
Yes. Tags in Zoho Campaigns are global, meaning they’re unique and shared across all mailing lists. A tag created once can be applied to any contact, regardless of which list they belong to.Can you trigger workflows based on tags?
Yes. In Zoho Campaigns, you can trigger workflows based on tags. When creating a workflow, you can set the entry condition as "Tag Assigned" to start the automation whenever a contact is assigned a specific tag.How do you filter contacts by tag?
Step 1: Navigate to Contacts. Step 2: Go to All Contacts. Step 3: In the left side in your screen, you can see the Filter section. Step 4: Select Tags under this section. Step 5: Choose the desired tags. Step 6: Click the Apply button at the bottom ...What happens to contacts if a tag is deleted?
When a tag is deleted in Zoho Campaigns, it’s removed from all associated contacts. While the contacts remain in the system, the deleted tag will no longer be linked to them or available for use in filters, segments, or automation.How do you delete a tag in Zoho Campaigns?
Step 1: Navigate to Contacts. Step 2: Go to Contact Tags. Step 3: Find the tag you want to delete. Step 4: Hover your cursor to the right of the tag. Step 5: Click the Delete icon next to the tag. Step 6: Confirm the deletion when prompted. Once ...Can you bulk assign tags to multiple contacts?
Step 1: Navigate to Contacts. Step 2: Go to All Contacts. Step 3: Select multiple contacts by clicking the checkbox present to the left of their email address. Step 4: Click the Assign Tags button that appears at the top. Step 5: Choose an existing ...How do you remove a tag from a particular contact?
Step 1: Navigate to Contacts. Step 2: Go to All Contacts. Step 3: Use the search icon to search for the particular contact. Step 4: Click the contact's email address to open the smart view. Step 5: Click the View All Details button to open the ...Can you add tags to contacts during import?
Yes. Zoho Campaigns allows you to add tags to contacts during the import process. While importing a file, you can specify one or more tags to all contacts in that import.How do you associate a tag to a particular contact manually?
Step 1: Navigate to Contacts. Step 2: Go to All Contacts. Step 3: Select the contact using the checkbox present to the left of the email address. Step 4: Click Assign Tags that appears at the top. Step 5: Choose an existing tag or add a new tag. Step ...Can a contact have multiple tags?
Yes. A contact can have multiple tags assigned, allowing for more flexible categorization and targeted segmentation across different campaigns.How do you create a new tag for contacts?
Step 1: Navigate to Contacts. Step 2: Go to Contact Tags. Step 3: Click the Create button. Step 4: Enter a tag name, description, and color. Step 5: Click Create to save the tag. You can also create a tag while importing contacts or when manually ...What is a contact tag in Zoho Campaigns?
A contact tag in Zoho Campaigns is a label or keyword assigned to one or more contacts to categorize, group, or identify them based on attributes, behavior, or custom criteria. Tags help organize contacts and enable more targeted email campaigns.Can I assign different scores for opens, clicks, and other actions?
Yes, the scores you assign to various activities need not be the same score. For example, you can assign a score of 10 for opens and 20 for clicks. Scores are updated automatically in real time according to the contact’s most recent activities.Is contact scoring automatic or do I need to set it up manually?
Yes. Scoring is automatic. You can assign different scores for various actions such as opens, clicks, bounces, and unsubscribes. The score for various activities must be set by you but the scoring process on the contacts is automatic.Can I assign different scores for the same activity across different campaigns or mailing lists?
Yes, that is possible but you need to set it up manually. Zoho Campaigns lets you define scoring rules based on contact activity.Next page
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