Contact Management
How can I export a particular contact from Zoho Campaigns?
You can export a single contact in one of the three ways – from the All Contacts page, the Smart View, and the Detailed View. Please follow the below steps: From the Navigation Toolbar to the left, click Contacts and select All Contacts. All Contacts ...I get an error when trying to filter contacts having a negative contact score. What am I doing wrong?
If you're either using the FILTER BY option or the Advanced Search button to filter contacts having a negative contact score, you need to filter a bit differently. Let us assume that you have contacts whose contact scores are between -40 and -45 and ...Can I create a custom view instead of using default views in the All Contacts page?
Zoho Campaigns has default views that you can use to filter your contacts. For example, you can filter the contacts based on their subscription type or if there have been no opens for the past few months. In addition to these views, if you're looking ...How do I update the subscriber preference for my existing contact list?
Consider you have 200 contacts (mailing list) in your Zoho Campaigns organization. You'd like to update their subscriber preference based on the campaigns they wish to receive from you. You have preferences like Monthly Newsletter, Latest Offers, ...How do I display the Account Name from Zoho CRM in the All Contacts view?
If you're using Zoho CRM and have integrated it with Zoho Campaigns, you may need to view the Account information, such as Account Name for your contacts in Zoho Campaigns. While this information can be viewed by accessing each contact, it is a time ...If I have the same contact in two different lists or segments, will they receive the campaigns twice if I send them to both the segments or lists?
When you're selecting multiple lists or segments as recipients in a particular email campaign, and if the same contact exists in multiple lists or segments, then we'll consider only unique contact entries and send the email campaign only to one ...Since my business uses Contact Score extensively, can I display the Contact Score in the All Contacts view?
Yes, it is possible to display the contact score of your contacts in the view or page that appears as soon as you click All Contacts from the Contacts module. To do this: From the Navigation Toolbar to the left, click Contacts and select All ...How do I add an internal note to some contacts for my reference?
You can add internal notes to your contacts in Zoho Campaigns. You can do this in three ways: In the Smart View In the Detailed View While creating contacts 1. In the Smart View You can add a note for an already created contact in their smart view. ...How do I have the City field to be a part of the first five columns of the All Contacts view?
If you want to view at a glance the city from which your contacts are from when you access All Contacts, that can be done. To do this: From the Navigation Toolbar to the left, click Contacts and select All Contacts. Click the Organize Columns button ...How do I always display the Unsubscribed Contacts view when accessing All Contacts?
Unsubscribed contacts are those whose subscription type is Unsubscribed; these contacts are no longer interested in receiving email campaigns. You can display the list of unsubscribed contacts – when you go to Contacts -> All Contacts – by making the ...Is it possible to search contacts having similar email address?
Yes, that is possible. Consider you're sending email campaigns to the employees (contacts) of Zylker Corporation and you'd like to know via a simple search how many contacts are present in your Zoho Campaigns organization from this company. You can ...When adding multiple contacts, how can I include the data for the 'Country' field?
When you're manually adding multiple contacts in Zoho Campaigns, at times, you may not be able to include data for certain basic fields. Rest assured, you just need to include them in the creation form, and that should do the trick. For instance, if ...I want to view only the activities related to contact scoring in the contact timeline. Can I do this?
Contact Timeline provides valuable history about the contact and its activities, right from when it was added till the present date. But if you want to view the full history of a particular activity, that is possible. Consider you urgently want to ...What are the different types of contact scoring options available in email campaigns?
You can enable or disable contact score for individual email campaigns in Zoho Campaigns. There are three different contact scoring options in email campaigns: Default Scoring Campaign Specific Scoring Custom Rules Default Scoring: This is the ...How do I make the contact score to be negative for a contact?
The overall contact score can be negative for a contact depending on the actions they perform. Negative score is usually associated with negative actions. By default, the Unsubscribe and Negative Reply actions in a campaign are scored negatively. For ...How to map a field of my file if there's no suitable field of Zoho Campaigns?
When importing contacts, you may come across a situation where you have a field in your import file whose data you wish to bring in to Zoho Campaigns for your contacts. But you would not find a suitable field from Zoho Campaigns to map it against. In ...Why can't I find the Delete option under the More Actions button when deleting contacts?
In Zoho Campaigns, it is possible to delete a single contact and also mass delete contacts. But there can be instances where you won't be able to find the Delete option under the More Actions button. Note: Once contacts are deleted, they can't be ...What's the difference between Basic and Advanced Segmentation in Zoho Campaigns?
In the pricing page of Zoho Campaigns, you may have come across the terms 'Basic segmentation' under the Standard plan and 'Advanced segmentation' under the Professional plan respectively and wondered what's the difference between the two. This ...Is there a limit for the number of non-marketing contacts that can be added?
Yes, in Zoho Campaigns, you can have up to 1 million non-marketing contacts in all the paid plans. In the Forever Free plan, you can't create non-marketing contacts.What is the purpose of 'Overwrite the subscription type for the existing contacts' option?
When creating contacts in Zoho Campaigns, you would've come across the 'Overwrite the subscription type for the existing contacts' checkbox. As the name suggests, it is used for overwriting the subscription type of existing contacts. But you may have ...How to change subscription type of contacts from non-marketing to marketing?
It is possible to bulk update the subscription type of non-marketing contacts to marketing in Zoho Campaigns. To do that: Click Contacts from the Navigation Toolbar to the left, and select All Contacts. At top left, click the All Contacts filter and ...What is a List key?
List key is used to add contacts to a mailing list via API method. It is used as an authentication parameter and represents the mailing list you're trying to access. To view list key From the Navigation toolbar, choose Contacts and select Manage ...How do I send an email campaign to a segment?
Open the Contacts tab and select Segments. Click the Create Campaign icon present on the right of the segment name. Alternatively, Open the Contacts tab and select Segments. Open segments and click More. Click Create Campaign.Can I send an Autoresponder to multiple segments of a mailing list?
No, you cannot send an autoresponder to different email list segments. However, it is feasible by implementing the Zoho Campaigns workflow feature. The "Enter a Segment" trigger can be used repeatedly to select the segments needed for this activity. ...Is there a limit on adding contacts in a segment?
There is no limit on the number of contacts that can be added in a segment. Any number of contacts that meet the criteria of segmentation will be added as a segment under the Contacts -> Segments tab.Where can I find the user agent stats?
Open Contacts tab from the navigation bar and select Manage Lists. You will get the list view of all your lists. Click any list and you will be able to view the user agent stats in the List Summary tab.Where can I view the contacts from my city, region and country?
You can view the local contacts by checking the list detail view. Open Contacts tab from the navigation bar and select Manage Lists. You will get the list view of all your lists. Click any mailing list. In List Summary tab, click Response view. You ...What are the file formats supported while importing contacts?
We support the following file formats: Import contacts from Excel file (.xls, .xlsx) Import contacts from CSV (Comma separated value files) files (.csv) Learn more about importing contacts from file File size should not exceed 25 MB. First row in a ...How do I enable signup form subscription for a mailing list?
You can enable signup form by editing the mailing lists. To edit a list, follow the steps below: Open Contacts tab from the navigation bar and select Manage Lists. You will get the list view of all your lists. Navigate to Forms tab to view the list ...How do I edit a list name?
Open Contacts tab from the navigation bar and select Manage Lists. You will get the list view of all your mailing lists. Click More option and select Edit list. Update the name in the pop-up window that appears and click Save.Can I receive a daily report on new contacts?
Definitely. You can receive notification emails of daily reports on the new contacts joining the selected list. The report will be sent on daily basis and will provide detailed information about the new contacts joining via Signup form or through ...How to merge two mailing lists?
To merge the lists, follow the steps below: Open Contacts tab from the navigation bar and select Manage Lists. Click More present in the top right corner. Select Merge Lists. Select the From list and To list to merge subscribers. Click Save. Note: ...How do I search a contact?
You can find the search icon present on the right hand side of ribbon and enter the contact details such as email address, first name or last name to search. In your Zoho Campaigns account: Click Contacts from the Navigation Toolbar to the left. ...How do I move contacts from one list to another list?
You can merge two mailing lists in order to move contacts. You need to select the source list and a target list to which you want to move the contacts. You can choose to either delete the source list or keep it with contacts in it. To move contacts ...How do I mass delete contacts?
Currently, it is only possible to mass delete contacts from the Marketing Contacts view or filter. It is not possible to mass delete contacts from All Contacts or Unsubscribed filters. Once contacts are deleted from your Zoho Campaigns account they ...How do I delete a contact?
Currently, it is only possible to delete contacts from the Marketing Contacts view or filter. It is not possible to delete contacts from All Contacts or Unsubscribed filters. Once contacts are deleted from your Zoho Campaigns account they cannot be ...How do I move unsubscribed contacts to all contacts?
This is applicable for users who have migrated to the new Topics version To reactivate unsubscribed contacts: From the Navigation toolbar, choose Contacts and select All Contacts. Select the drop down at the top-left and choose Unsubscribed Contacts ...How do I view other users' contacts?
Open the Contacts tab from the navigation bar. Click All Contacts. Under Filter by option, choose the respective user under Contact Owner filter. Click Apply button. Note : You need to have the privilege to access other user’s contacts.How to export unsubscribed contacts?
You can export your contacts from Zoho Campaigns to your desktop in different formats such as CSV, .XLS, JSON, etc. Open the Contacts tab from the navigation bar. Click All Contacts. Click Export Contacts option from the More option present on the ...How to export bounced contacts?
You can export your contacts from Zoho Campaigns to your desktop in different formats such as CSV, .XLS, JSON, etc. Open the Contacts tab from the navigation bar. Select the All Contacts sub tab. Click Export Contacts option from the More option ...Next page
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