Contact Management
How does contact scoring work in Zoho Campaigns?
Contact scoring in Zoho Campaigns assigns scores or points to contacts based on their actions, like opening emails or clicking links. You define the scoring rules, and the system automatically updates scores as contacts engage with your campaigns. ...Can I create a segment using tag-based criteria?
Yes. You can create a segment in Zoho Campaigns using tag-based criteria, allowing you to filter contacts based on one or more tags assigned to them. When creating a segment, you can use the Tags as criteria.Are segments accessible via API?
Yes. Segments are accessible through the Zoho Campaigns API. Under List Management API, you can access APIs related to segments.Can a contact belong to multiple segments?
Yes. A contact can belong to multiple segments if they meet the criteria for each one.Can I use behaviors (opens/clicks) to build segments?
Yes. You can use behaviors such as opens and clicks to create segments in Zoho Campaigns. You can use theCan you apply multiple criteria (AND/OR) in one segment?
Yes. In Zoho Campaigns, you can apply multiple criteria within a single segment using AND/OR conditions. This allows you to filter contacts more precisely by combining different rules. When creating a segment, after choosing the first criteria, click ...Are segments dynamic, and how often are they refreshed?
Yes. Segments in Zoho Campaigns are dynamic and update automatically whenever there are changes in contact data or campaign activity.What types of segment criteria can you use (e.g., demographics, custom fields)?
In Zoho Campaigns, you can segment contacts using criteria such as demographics (name, location), custom fields, email activity (opens, clicks), contact score, signup date, tags, and list membership. This allows you to group contacts based on their ...How do you find the campaigns sent to a specific mailing list?
Step 1: Navigate to the Contacts module. Step 2: Select Manage Lists and click the desired list to open it. Step 3: You'll be seeing the List Summary tab. Click the number displayed below the Sent Campaigns section to view the campaigns that were ...Is it possible to restore a deleted mailing list?
No. Once a mailing list is deleted in Zoho Campaigns, it cannot be restored. You’ll need to recreate the list and add the contacts again if you chose to delete the contacts as well.Can you segment inactive contacts from a list?
Yes, you can create a segment with the list as one of the criteria. But, kindly note that this is applicable only for the users in Professional plan. The steps to do so are below: Step 1: Navigate to Contacts and click Segments. Step 2: Click the ...Can you send a campaign to multiple mailing lists at once?
Yes, you can send a campaign to multiple mailing lists at once. When you're creating an email campaign, you can select more than one list during the recipient selection step of campaign creation process.Should you use separate lists for different audiences?
Yes, creating separate lists makes it easier to target the right audience and deliver more personalized communication.How often should you clean your mailing lists?
Cleaning a mailing list involves removing inactive, bounced, or least interactive contacts to ensure that your campaigns reach only those who want to receive them. You should clean your mailing lists at least once every 3 to 6 months to maintain a ...How do I find to which list a contact belongs to?
You can find to which list a contact belongs to in a contact's profile page. The steps are: Step 1: Navigate to Contacts and select All Contacts. Step 2: Click the contact email address or search for the contact using the search icon and click the ...Can you see how many contacts are in a list?
Yes. List statistics display the total contacts, active contacts, unsubscribed contacts, bounced contacts, and non-marketing contacts. List statistics are displayed in the List Summary tab (which is the first tab) and will appear when you click a ...How do you delete a single contact from a list?
Step 1: Navigate to the Contacts module. Step 2: Select Manage Lists and open the desired list by clicking it. Step 3: Click the Contacts tab in the list to access the list of contacts. Step 4: Search for the contact you want to delete using the ...Can contacts unsubscribe from a list?
No, every campaign includes an unsubscribe link that allows contacts to opt out of specific topics but not from the entire mailing list.What is the opt-in method used in mailing lists?
Zoho Campaigns supports both single and double opt-in methods. Using the single opt-in method, subscribers are added to your mailing list immediately upon submitting their email address. When using the double opt-in method, subscribers first submit ...Can you track open rates by mailing list?
Zoho Campaigns allows you to track open rates by mailing list, but this is done indirectly through campaign reports associated or linked to that list.Can you schedule list-based reports?
The List-based Reports itself present under the Reports section in Zoho Campaigns cannot be scheduled. But, under Settings -> General -> Notifications you can schedule reports for list opt-in and list deletion scenarios to be sent to your email or to ...Is there an API to manage mailing lists?
Yes. Zoho Campaigns provides an API to manage mailing lists programmatically. You can use the List Management APIs to create, update, delete, and retrieve mailing lists as well as manage list's contacts. You can access the APIs for lists by clicking ...How do you manage email preferences for a contact in a list?
To manage a contact’s email preferences within a list in Zoho Campaigns, you can update their topics, subscription status, and consent manually, or you can automate these changes using workflows.How do you export a mailing list?
Step 1: Navigate to the Contacts module. Step 2: Select Manage Lists and hover the mouse on the desired list. Step 3: Click the More option (the three-dotted icon). Step 4: Choose Export Contacts. In the screen that appears, fill the necessary ...Can lists be made private or restricted?
In Zoho Campaigns, mailing lists cannot be marked as private. However, you can restrict access and control user permissions for lists through the Roles and Privileges option in Settings.What happens to contacts when they’re deleted from a list using the 'Clear List' option?
When using the Clear List option, contacts will not be deleted from your Zoho Campaigns organization unless you explicitly choose to remove them during the deletion process. The contacts will remain in All Contacts and can still be part of other ...Can Zoho CRM contacts be synced into a mailing list in Zoho Campaigns?
Yes. Zoho CRM contacts can be synced directly into a mailing list in Zoho Campaigns. When you're setting up a sync in Zoho Campaigns, you'll see the Sync to Lists option. You can associate a list so that the contacts that get synced from Zoho CRM to ...How can I tag contacts in a mailing list?
Step 1: Navigate to the Contacts module. Step 2: Select Manage Lists and open the desired list. Step 3: Click the Contacts tab at the top of this list. Step 4: Click the checkbox to the left of the contacts' email address to select them. Step 5: ...Can you set up email triggers based on list activity?
Yes. You can use the Workflow feature to set up email triggers based on list activity in Zoho Campaigns. For example, if you want to send emails to your contacts after they're added to a list, you can do that by creating workflow. You need to use the ...How do you identify bounced contacts in a list?
Step 1: Navigate to the Contacts module. Step 2: Select Manage Lists and open the desired list. Step 3: In the List Summary tab click the number displayed under the Bounces section. You’ll see contacts categorized under: Hard Bounce – Permanent ...How many contacts can you have per mailing list in the free edition?
You can manage up to 2,000 contacts in your organization or mailing lists in the Forever Free edition of Zoho Campaigns. Contact management is not on a per list basis, but on an overall basis for your organization.Can I simply remove the contacts from a list but not delete the list?
Yes, you can use the Clear List option to clear the contacts from a list. Here are the steps for clearing contacts from a list: Step 1: Navigate to the Contacts module. Step 2: Select Manage Lists and hover the mouse on the desired list. Step 3: ...How does Zoho Campaigns handle unsubscribed contacts in a list?
When a contact unsubscribes, they’re automatically removed from the specific mailing list, and their email address is added to the Do Not Mail list. As a result, they will no longer receive emails from any campaign, regardless of the list, unless ...Can I automate adding subscribers or contacts to a mailing list?
Yes. You can automate the addition of subscribers to a mailing list in Zoho Campaigns. This can be achieved through sign-up forms, integrations with third- party applications, or by syncing contacts from Zoho CRM and other supported platforms.What’s the difference between a list and a segment?
A list is a static collection of contacts that you manually add or import. It represents your audience at a broader level. A segment is a dynamic subset of a list, created based on specific conditions or criteria such as contact properties, ...How do you segment a mailing list?
Step 1: Navigate to the Contacts module. Step 2: Select Segments. Step 3: Click Create button at the top-right and choose Segments. Give the segment a name. Step 4: Configure the criteria as “List” in “List name” AND/OR followed by other criteria (if ...How do you delete a mailing list?
Step 1: Navigate to the Contacts module. Step 2: Select Manage Lists and hover the mouse on the desired list. Step 3: Click the More option (three-dotted icon). Step 4: Choose Delete List. You can check the option for Delete the contact even if it’s ...Can I import contacts into a mailing list from an Excel file?
Yes. You can import an Excel file, containing your contacts, directly to the mailing list by following these steps: Step 1: Navigate to the Contacts module. Step 2: Select Manage Lists. Step 3: Click the Create List button at the top-right, enter the ...How do I create a new mailing list?
Step 1: Navigate to the Contacts module. Step 2: Select Manage Lists. Step 3: Click the Create List button at the top-right, enter the mailing list name for internal reference and click Save. Step 4: You can now add or import the contacts to this ...How do you add tags to multiple contacts?
Step 1: Navigate to the Contacts module. Step 2: Select All Contacts. Step 3: Click the checkbox to the left of the email address of the contacts to select them for assigning tags. Step 4: Click the Assign Tags that appears at the top. Select the ...Next page
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