Campaigns | Contact Management

Contact Management
How do I export contacts from Zoho Campaigns?
You can export your contacts from Zoho Campaigns to your desktop in different formats such as .csv, .xls, .json, etc. You need to have export privilege in Contacts module to perform this action. Click the Contacts tab from the Navigation Toolbar to ...
What is the difference between unsubscribe from a mailing list and unsubscribe from the organization?
If you've migrated to the new topic version, then your contacts can unsubscribe from topics and not lists. And if they have not subscribed to any topic or want to change their preferences, they will be unsubscribed from your organization. When ...
How do I view the import details?
You can view the import history by following the steps below: Open the Contacts tab from the navigation bar. Click All Contacts sub tab. Click Import Overview from the More option present on the top right corner. This shows the contacts segregated ...
Will I be able to access contact scoring once my subscription expires?
No, you can't view the score details under contact score module once subscription is expired or canceled. However on renewal of your subscription, you can view and access contact scoring.
What is the maximum number of criteria I can set for a contact score view?
You can set up to a maximum of two criteria per contact score view.
Who can create contact score view?
Any user can create contact score view, but only the owner and the admin can edit/delete it.
Who can set, edit and delete Campaign-Specific scoring?
Only the owner of the campaign and the users who have privilege to access other users' campaigns can set campaign-specific scoring. Users who do not have privilege can only view the scoring.
What is the maximum number of criteria I can give in custom scoring?
You can give a maximum of three criteria in custom scoring (campaign-specific scoring). Each criteria can have a maximum of three conditions.
How do I disable a criteria in custom scoring?
In the campaign creation process, proceed to the review step. Navigate to the section Contact Scoring. Under Campaign-Specific scoring, turn off the toggle switch next to the desired criteria.
Is it possible to have only the custom (Campaign-Specific) scoring active for my campaign?
Yes, you can have only the custom scoring active by disabling default scoring for the campaign. In the campaign creation process, proceed to the review step. Navigate to the section Contact Scoring. Turn off the toggle switch under default scoring to ...
Does custom scoring still take place while contact scoring is disabled?
Disabling/enabling contact scoring in the main feature does not affect custom scoring. Custom scoring for campaigns, contact information, and website activities continue to happen until they are disabled in their respective fields.
Can I reset scores while contact scoring is disabled?
Yes, reset is possible when scoring is disabled.
Can I edit scores while contact scoring is disabled?
Yes, you can edit contact scores no matter what the current status is.
Is there a limit on the number of resets I can do?
No. You can run as many resets as you like, but once you reset, you won't be able to see past scores. Make sure every reset carries a necessity.
Who has permissions to edit, reset, and enable/disable contact scoring?
In the new roles and privileges setup, both organization and workspace admins have access to edit, reset, and enable/disable contact scoring. Other Users are only allowed to view scores. In the old setup, organization administrators have the ...
Is contact scoring available for all plans?
Contact scoring is available for all users under the Professional plan. If you are currently in some other subscription plan, you need to change it to a Professional plan to access this feature.

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