Contact Management
How do you add a tag to a single contact?
Step 1: Navigate to the Contacts module. Step 2: Select All Contacts. Step 3: Search for the contact through the Search icon. Step 4: Select the contact by clicking the checkbox to the left of their email address. Step 5: Click Assign Tags button ...Why am I not getting any contacts in the inactive contact status?
You may not have access to contacts added by other users. Click the Filter By option and select inactive users or other users.How can you move contacts who haven’t opened any campaigns to the unsubscribed list?
Step 1: Navigate to the Contacts module. Step 2: Select All Contacts. Step 3: At the top-left, click the Marketing Contacts filter and choose any of No opens in the past 1 month/3 months/6 months/1 year/2 years/3 years filters. Step 4: Select all the ...How can you check if a contact is synced from Zoho CRM?
Step 1: Navigate to the Contacts module. Step 2: Select All Contacts. Step 3: Search for the contact using the search button at the top-right. Step 4: Once the contact appears, click their email address to open the smart view. Step 5: In the smart ...How do you add a contact to the mailing list?
Step 1: Navigate to the Contacts module. Step 2: Select Manage Lists and click the desired mailing list to open it. Step 3: Click Add at the top-right, then choose Add Contacts option. Step 4: Here, you can add multiple contacts manually, or import ...How to view the campaign activities of a single contact?
Step 1: Navigate to the Contacts module. Step 2: Select All Contacts. Step 3: Search for the contact using the search button at the top-right. Step 4: Once the contact appears, click their email address to open the smart view. Step 5: In the smart ...How can I view the invalid contacts?
Step 1: Navigate to the Contacts module. Step 2: Select All Contacts. Step 3: At the top-left click the Marketing Contacts filter and choose Invalid Contacts.Where can I view bounced contacts?
Step 1: Navigate to the Contacts module. Step 2: Select All Contacts. Step 3: At the top-left click the Marketing Contacts filter and choose Bounced Contacts.How can I delete bounced contacts?
In Zoho Campaigns, you cannot delete bounced contacts. However, you will not be able to send campaigns to them, and they will not count toward the contacts count of your subscription plan.How do you delete non-marketing contacts?
You cannot delete non-marketing contacts directly. First, you have to change their subscription type to Marketing, then go to the Marketing Contacts view, select the contacts, click the More Actions button that appears at the top and click Delete. To ...What is Zoho Campaigns' default password for export files?
Zoho Campaigns’ default password is a combination of the first four characters of your email address and the last four digits of your Zoho user ID. This password will be used for every file you export. To know your user ID, click the profile icon at ...How can I re-add the contacts that were moved to Unsubscribed contacts by the user?
Step 1: Navigate to the Contacts module. Step 2: Select All Contacts. Step 3: Click the Marketing Contacts filter at the top-left and choose Unsubscribed Contacts. Step 4: In the left side of your screen, under the Filter By section, you'll see the ...How can you re-add the unsubscribed contacts?
If contacts have unsubscribed themselves, use Zoho Campaigns' signup forms to have them resubscribe.What are re-added contacts?
Re-added contacts in Zoho Campaigns are email addresses that were previously removed or deleted but have been added back into the system. They retain their original status and subscription preferences.How do you export contacts added by other users?
Step 1: Navigate to the Contacts module. Step 2: Select All Contacts. Step 3: In the left side of your screen, you'll see the Contact Owner option under Filter By. Step 5: Choose the other users and click Apply. Step 4: Once the contacts are listed, ...How do you export contacts that aren’t associated with any topics?
Step 1: Navigate to the Contacts module. Step 2: Select All Contacts. Step 3: In the left side of your screen, select the checkbox next to the Associated Topics option. Step 4: Select None from the drop-down menu. Step 5: Once the contacts are ...How do you export contacts that aren’t associated to any list?
Step 1: Navigate to the Contacts module. Step 2: Select All Contacts. Step 3: Click the More button at the top-right and choose Export Contacts. Step 4: Choose Contacts not yet associated to any list from the Export field drop-down. Step 5: Apply ...How can I add a new email address to the unsubscribed contacts list?
Step 1: Navigate to the Contacts module. Step 2: Select All Contacts. Step 3: Click the More button on the top-right. Step 4: Choose Add to Unsubscribed Contacts and click Go Ahead. Step 5: Enter the email addresses you wish to add to the unsubscribe ...How can I add a tag to specific contacts based on a particular field value?
Step 1: Navigate to the Contacts module. Step 2: Select All Contacts. Step 3: Locate the field and click the drop-down icon next to its name to access the filter option, which allows you to segment contacts by field value. Step 4: Once the contacts ...How do I filter contacts based on a particular field in the All Contacts view?
Step 1: Navigate to the Contacts module. Step 2: Select All Contacts. Step 3: Find the field and click the drop-down icon next to its name to access the filter option, which allows you to filter the contacts in this view.How do you view a field in the All Contacts view?
To make a particular field listed in the All Contacts view, click on the Organize column located next to the Search and Advanced Search buttons above the field names, and then select the checkbox for the desired field to make it visible.Why am I not able to view contacts added by other users?
Users may not have permission to view contacts added by others. Please reach out to your super admin to review the permissions assigned to your role.How many contacts can I add at one time using the Add Multiple Contacts option?
You can add 20 contacts at a time. If you want to add more than 20 contacts at a time, we suggest to import them.How many segments can I create in Zoho Campaigns?
You can create any number of segments in Zoho Campaigns to categorize your contacts as there isn't a limit currently.Is there a limit to the number of contacts that can be added to a list?
While there's no limit to the number of contacts you can add to a list, it is usually dependent on the number of contacts you've purchased if you're in the paid plan of Zoho Campaigns. In the Free plan, you can have 2,000 contacts. Hence, you can add ...Is there a limit to the number of lists I can add to Zoho Campaigns?
As of now, there isn't a limit to the number of lists you can create. You can create any number of lists in Zoho Campaigns.Is there a limit to the number of marketing contacts that can be deleted?
Yes, there is a limit to the number of marketing contacts you can delete per organization in Zoho Campaigns. The limit is set at 100%. This is to ensure that the users don't needlessly delete and re-add their marketing contacts repeatedly. The limit ...How can I remove a particular contact from a list?
If you're looking to remove only a single contact or a group of contacts from a list, then the Clear List option wouldn't be suitable as it'll remove all the contacts from the list. Instead, you can simply go to the list, click the Contacts tab at ...How do I find the number of contacts that are unsubscribing from my mailing list?
To find the contacts that are unsubscribing from your lists, you can use the Unsubscribed view. Step 1: Navigate to the Contacts module. Step 2: Select All Contacts. Step 3: Click the Marketing Contacts filter at the top-left and choose Unsubscribed ...Inside a list I can see the 'Forms' tab, but it doesn't appear in another list. What can be the reason?
This can be because the signup form option could've been disabled for that particular list. You can check the Setup tab in the list to enable or disable the signup form option. Please check the below video to know how to enable or disable this ...How can I view all the marketing contacts in a list?
To view all the marketing contacts in a list, you can access that list, click the Contacts tab, and filter to the Marketing Contacts view. Please check the video below for a visual guide.I created a new list and added contacts to it accidentally instead of adding them to an existing list. What can I do now?
In this scenario, where you've added the contacts to a new list accidentally, you can make use of the Merge List option. For example, you have List A which contains 150 contacts, and you're looking to add 100 more contacts to it. You created List B ...What's the difference between the Clear List and Delete List options?
There's a chance for confusion to arise while looking at the Clear List and Delete List options in a list. This document will clear the confusion for you. First thing that you should note is that there will be a checkbox present in both the pop-ups ...Can I view all the signup forms created for a particular list?
Yes, you can view all the signup forms created for a particular list. You can do that by: From the Navigation Toolbar to the left, click Contacts and select Manage Lists. Click a list's name to access it. Click the Forms tab at the top. All the ...Can I group similar lists in a single place?
Imagine you have a steady set of contacts to whom you send email campaigns every Thanksgiving. And, every year, the contacts are new contacts, so you don't send campaigns to the existing contacts alone. Assuming you create a list for each ...Can I display more than 20 contacts in a single page?
Yes, you can. While by default, 20 contacts are displayed in a single page when you go to Contacts -> All Contacts, you can choose to display 50, 100, or even 200 contacts. To do that, go to Contacts -> All Contacts. At the bottom of the page, click ...What is the 'Right to be forgotten' option and what does it do?
Right to be forgotten option is present in the detailed view of a contact. After entering the detailed view, click the More Actions button at the top left to access this option. Right to be forgotten option will permanently erase the contact along ...What is the 'Right to Access' option and what does it do?
Right to Access option is present in the detailed view of a contact. After entering the detailed view, click the More Actions button at the top left to access this option. Right to Access option will send an email to the contact requesting them to ...How can I navigate from one contact to another contact?
If you're already viewing the details of a contact in the detailed view and want to directly view the details of another contact without actually going back to the All Contacts page, you can make use of a couple of navigation options that are present ...Can I customize the view that appears when clicking a contact?
The view that appears when you click a contact's email address is called the smart view. There's another view that will appear when you click the View All Details button in the smart view; this is the detailed view. Yes, you can customize both these ...Next page
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