Email Campaigns - Online Help | Zoho Campaigns

email campaigns

Can you send a campaign even if the limit has been reached according to the email sending policy?   

 

Yes. You can apply an exception by clicking 'Apply Exemption' when sending the campaign.

 


Notes

Note

 

  1. Contacts may be excluded if the account’s configured policy has reached the maximum email limit for those contacts.

 

How does Zoho Campaigns allow users to share event details?  

 

Zoho Campaigns allows you to add an iCalendar (.ics) file as an 'ICS component' in your email campaigns, enabling you to share event details with your recipients.

 

Can we customize sender addresses?  

Yes, you can. Zoho Campaigns offers two ways to set up custom sender addresses:
  1. Based on custom fields: When you import contacts, the contact owner’s details (like name and email address) are stored in specific fields, which you can select from the dropdown and insert as merge tags. This way, recipients receive emails from their respective contact owners to build trust, and if any field is empty, the system uses the alternate sender name and email address you provide.
  2. CRM owner address: This option is available only if your account is integrated with Zoho CRM. When selected, the email will automatically use the contact owner’s name and email from Zoho CRM. If a contact doesn’t have owner details in Zoho CRM, the email will go out from the alternate sender name and email address you’ve set.

 How many batches does Zoho Campaigns support, and what are the available intervals?  

You can schedule your campaigns in up to 25 batches, with intervals ranging from 15 minutes to 360 minutes between each batch.

What is the difference between the recipient's time zone and the recipient's optimal time zone campaign?  

The recipient's time zone is determined from imported data, such as their country. The optimal time zone, on the other hand, is based on the recipient’s past engagement history, such as when they usually open emails.

Does Zoho Campaigns provide RTL layouts for Arabic and Hebrew languages?  

Yes, we do provide RTL layouts for Arabic and Hebrew languages. 

Why is the pre-header option not visible next to the subject?  

The pre-header option is not immediately visible next to the subject line. Once you have added the content and saved the template, click on Save and Exit to view the detail view page. The pre-header option will be available below the subject line. 

How to fix errors encountered while sending an email campaign?  

You might encounter a few errors while trying to send an email campaign. Let's take a look at how each of them can be addressed:

1. Error – "Insufficient email credit: You only have 0 email credits left in your account. Please purchase more email credits to continue sending this campaign to all desired recipients."
  

Check the remaining credits on your account by navigating to Settings > Subscription and purchasing the credits you need to send the campaign.

2. Error – "You cannot send or schedule this email campaign as there are no contacts in the list/segment you've selected."
  

It means that the total recipients count is zero. Please check whether the contacts are associated with the marketing subscription type and that they're been associated with the topic for which the campaign has been created.

3. Error – "You cannot send or schedule this campaign as the total contacts exceed your plan limit."
  

The total active contacts in your account are higher than the subscription limit. You should upgrade the plan or reduce the contact limit within the subscription.

4. Error – "Sender/Domain or IP blacklisted. Click here to re-validate."
  

Please open the MX toolbox and check whether the domain or IP is blacklisted.

5. Error – "Your campaign has reached the maximum bounce percentage, and it is cancelled. There are still (number) contacts to whom you're yet to send. For further queries send an email to support@zohocampaigns.com."
  

The maximum bounce percentage per campaign is 5%. If the limit is reached, the campaign will be cancelled automatically. Reach out to support@zohocampaigns.com with the campaign page URL to check this further.

6. Error – "Only one image is present. Campaign content has only an image."  

It's a warning sign; the recommended practice for email content is a 60:40 text-to-image ratio for better inbox placement.

7. Error – "Invalid URL. We've found an invalid URL in the email content."
  

Hover the mouse on the error to locate the exact URL causing the issue and cross check whether it’s redirecting to a proper website and that it's not broken.

8. Error – "Blank URL. We've found a blank URL(href="#") in the email content. Default urls(#)."
  

Hover the mouse on the error to locate the exact URL causing the issue and cross check whether it’s redirecting to a proper website and that it's not broken.

9. Error – "Default image found. Your email content contains a default image. It is ideal to use an image relevant to your campaign."
  

This error may occur if the image on the pre-defined templates is found for a different brand without any URL.

Can I reschedule an email campaign?  

Yes, you can reschedule a scheduled campaign in Zoho Campaign. To change the schedule of your campaign:

  1. From the Navigation toolbar, click Campaigns, and then select Email Campaigns.

  2. From the campaign list view, click the campaign you want to reschedule.

  3. Click on Reschedule now.
    Reschedule now

  4. Click Go Ahead in the confirmation pop up.
    Go ahead

  5. Reschedule the campaign, and click Schedule.
    Schedule

Learn more about sending email campaigns using Zoho Campaigns

Is it possible to duplicate an existing campaign?  

Yes, you can duplicate an existing email campaign using the Clone option available in Zoho Campaigns.

To clone a particular email campaign:

  1. From the Navigation toolbar, click Campaigns, and then Email Campaigns.

  2. From the campaign list view, hover over the campaign you want to duplicate and click the Clone icon.
    Clone a campaign

  3. Edit the details and click Save.
    Save 

Can I cancel sending a scheduled email campaign?  

Yes, you can cancel a scheduled campaign in Zoho Campaign. To cancel a scheduled campaign:

  1. From the Navigation toolbar, click Campaigns, and then select Email Campaigns.

  2. From the campaign list view, click the campaign you want to cancel.

  3. Click on Cancel schedule.
    Cancel schedule

  4. Click Go Ahead in the confirmation pop up.
    Go ahead

  5. You'll be redirected to the campaign configuration page.
    Campaign configuration page

Learn more about creating and sending an email campaign using Zoho Campaigns

How to share an email campaign I've sent on social media?  

Sharing an email campaign on social media will help it reach a larger audience beyond your email list. This can increase content visibility and drive more traffic to your website.

To share an email campaign that you've sent on social media:

  1. From the Navigation toolbar, click Campaigns, and select Email Campaigns.

  2. Hover over the sent email, click the More icon, and then Share this campaign on social media.
    Share this campaign on social media

  3. You can manually share the campaign on the social media platforms of your choice. You can also view a Campaign share URL, which can be used to circulate your email campaign on social media.
    Promote on social media

Can I delete a test email address?  

Yes, Zoho Campaigns lets you delete an email address added in the Test Email section.

To delete a test email address:

  1. From the Navigation tool bar, click Campaigns, and the select Email Campaigns.

  2. Click on the email from which you'd like to delete the test email address. Scroll down to the Content section, and click Test Email.

  3. Click on the Send Test Email dropdown and hover over the email address you'd like to delete.

  4. Click the Delete icon. The email address will be deleted.

Notes

Note:


  1. You'll not be able to remove the email addresses of users added as Admins from the Send Test Email section.

Is there a limit on the number of recipients per email campaign?  

The number of contacts you can add to your account depends on your Zoho Campaigns subscription plan. The paid plan starts with a minimum of 500 contacts and a maximum of 500,000 contacts. If your requirement is above 500,000, you may contact us at support@zohocampaigns.com.

Learn more about different subscription plans offered by Zoho Campaigns


How do I ensure my images are displayed properly in email clients?  

You can use the Preview and Test option in Zoho Campaigns to view how your images will look in the recipient's inbox. If the images look perfect in the preview, the same will also be reflected in the recipient's inbox.

To preview your campaign:

  1. From the Navigation toolbar, click Campaigns, and then Email Campaigns.

  2. From the campaign list view, click the campaign you want to preview.

  3. Scroll down to the Content section, and click Edit.
    Edit email campaign

  4. Click Preview and Test.
    Preview and test

  5. This is how the email preview will look.
    Campaign preview

Learn more about creating and sending email campaigns using Zoho Campaigns

 

How do I test my email before sending it to contacts?  

You can use the Test email option in Zoho Campaigns to see how your email will be delivered to your contacts before actually sending it to them.

To send a test email:

  1. From the Navigation toolbar, click Campaigns, and then Email Campaigns.

  2. From the campaign list view, click the campaign for which you want to send the test email.

  3. Scroll down to the Content section and click Test Email.
    Test email

  4. Select the email address from the dropdown to which you want to send the test email.

  5. Click Send Test Email.
    Send test email

Learn more about creating and sending emails using Zoho Campaigns

 

Can I send an email campaign in different languages?  

Zoho Campaigns does not restrict the language of your email campaign content. Based on your system's language settings, you can send campaigns in the language of your choice.

Additionally, we provide the RTL layout option for languages written from right to left, such as Arabic and Hebrew. Learn more

 

How many email sender addresses can an individual user add in Zoho Campaigns?  

Zoho Campaigns allows each user to add up to six email sender addresses. By default, the user's own email address will be added as a sender address. This means that they can add five additional sender addresses. For example, suppose a user Patricia with the email address patricia.b@zylker.com is trying to add sender addresses. In that case, she can add five other sender addresses as her own email address will be considered a sender address by default.

Learn more about adding sender addresses in Zoho Campaigns

Can I create a plain-text version of my email?  

Yes, you can create plan-text versions of email campaigns using Zoho Campaigns. To do so:

 

  1. From the Navigation toolbar, click Campaigns, and then Email Campaigns.

  2. Click Create Campaign on the top-right and select Regular email.

  3. Add a campaign name to distinguish it from the other campaigns. Select the topic from the dropdown, and click Save and Proceed.

  4. Click Create Content under the Content section.

  5. Click Plain Text Editor.

  6. Add the content and click Save and Next.

Learn more about creating and sending email campaigns using Zoho Campaigns

 

Can I import the email templates that I've created in a different platform to Zoho Campaigns?  

Yes, you can import email templates from other platforms, upload them in Zoho Campaigns, and send them to your contacts. You can achieve this using the Import HTML option in Zoho Campaigns.

 

To import templates created on other platforms to Zoho Campaigns:

  1. From the Navigation toolbar, click Campaigns, and then Email Campaigns.

  2. Click Create Campaign on the top-right and select Regular email.

  3. Add a campaign name to distinguish it from the other campaigns. Select the topic from the dropdown, and click Save and Proceed.

  4. Click Create Content under the Content section.

  5. Click Import/Upload HTML. You can choose between Upload from computer or Import from cloud options.

Learn more about creating and sending an email campaign using Zoho Campaigns

 

Can I change the campaign name after it's sent?  

Yes, Zoho Campaigns lets you change the name of an email campaign even after it is sent. Here is what you need to do:

  1. From the Navigation toolbar, click Campaigns, and then Email Campaigns.

  2. From the campaign list view, click the campaign you want to change the name of.

  3. Click the Edit icon.

  4. Change the name and click Save.

 

Why does my email appear different across email clients?  

The formatting of your emails gets distorted mostly when recipients forward them to their contacts. There are several reasons why formatting gets distorted when emails are forwarded. This mainly depends on how email clients, such as Gmail, Yahoo, Apple Mail, and Outlook handle forwarded messages. Some of the common reasons for distortion are:

  1. Code altered by email client: Email clients may modify or strip your code when forwarding, affecting the email's original layout.

  2. Images might not be forwarded properly: Forwarded emails may display broken image links or turn images into attachments.

  3. Images enabled or blocked: User-controlled image settings in email clients can alter how images appear or don’t appear.

  4. Recipient's operating system: The recipient’s OS version can affect how well your email content is rendered.

  5. Recipient's device and screen size: Display of emails varies depending on the recipient’s device type and screen size.

Learn more about how to avoid formatting issues while forwarding email campaigns

What is the maximum file size that I can add in my email campaign?  

The maximum size of a file you can upload to Zoho Campaigns is 10 MB. Additionally, ensure that uploaded file format is either .pdf, .doc(x), .txt, .rtf, .odt, .xls(x), .sxc, .sxc, .csv, .tsv, .ods, .ppt(x), .pps(x), .odp, or .sxi.

Learn more about adding files to email campaigns

 


Which image formats does Zoho Campaigns support in email campaigns?  

Zoho campaigns supports the following image formats in the email campaigns – .jpeg, .png and .gif. The image should also be within the dimensions of 6000x6000 pixels, and the maximum file size is 1MB.

Learn more about adding images to your email campaign

 

How do I prevent Gmail from clipping my emails?  

Email clipping occurs when the email client, especially Gmail, breaks your email content and shows only parts of it to your recipient. This happens if your email content size exceeds 102 KB. To avoid email clipping, ensure that your email size is below 102KB before sending it. You can check the size of your email using the Download HTML option in Zoho Campaigns.

To download your email campaign as an HTML:

  1. From the Navigation toolbar, click Campaigns, and then Email Campaigns.

  2. From the campaign list view, click the campaign you want to download.

  3. Click More and then click Download HTML. You'll receive a notification when the file is ready to be downloaded.


Notes

Note:

  1. By default, you can access the downloaded HTML file in your device's Downloads folder, unless you’ve set a different folder for your downloads.

 

How can I subscribe to countries to view their holidays in my campaign calendar?  

To subscribe to countries to view their holidays:

  1. Click the Calendar icon next to the notification icon on the top-right corner of the page.

  2. Now, click the Globe icon to view the list of countries.

  3. Select the countries whose holidays you want to view and click on Save.

How can I view all the actions added to a particular holiday in my campaign calendar?  

To view all the actions to a particular holiday in your campaign calendar:

  1. Click the Calendar icon next to the notification icon on the top-right corner of the page.

  2. Click on the date/holiday for which an action has been added. A side panel opens up listing out all the actions added to the events created for that date.

Notes

Note

  1. You will see the list of your private holidays and selected countries' holidays for the current year.

 

What is a card view?  

The card view is an alternative way to display your campaigns. It shows your campaigns in thumbnails, based on the month of creation. The thumbnail gives you a preview of your campaign content, and if you mouse over it you can also view the campaign details.

 

 

How do I cancel my Zoho Campaigns account?  

If you wish to cancel your Zoho Campaigns subscription:

  1. Click the Settings icon at the top-right of the screen.
    Settings icon 

  2. Select Subscription under General.
    .Subscription

  3. Before closing your Zoho Campaigns account, you need to cancel your subscription. Click the Cancel your subscription plan link.
    Cancel your subscription plan

  4. You will be redirected to the payments page. Click Change Plan.
    Change plan

  5. Click the Cancel Subscription link provided at the bottom of the page.
    Cancel subscription

  6. Click Yes in the confirmation pop-up.
    Confirmation pop-up

Once canceled, your email credit plan will become '0'.

Your contacts, campaigns, and templates will remain in your account but you won't be able to send email campaigns. All your scheduled campaigns will be changed to draft status. Afterwards, you can always upgrade your plan again and start sending campaigns.

 

 

Why shouldn't I use a public domain address?  

An email from a public domain sender address may make recipients hesitate to read your email, and they may even mark it as spam.

Spammers often use public domains for their sender addresses therefore their domain reputation tends to be low. Using a free domain sender address increases the chances of your emails to be classified as spam or junk.

To prevent spam messages getting through, many email services follow DMARC policy to protect their domain reputations. This means that when you use public domains, there is a risk that emails will be bounced or quarantined automatically.

Can I add attachments in my emails?  

 

Click here to learn more about the Attachment component offered by Zoho Campaigns.

 

How to remove an attachment from the email campaign?

Follow the steps given below to remove an attachment that you've added to your email campaign template:

  1. Click the attachment component you've added, and click the Delete icon.
    Delete attachment

  2. Click Delete in the confirmation pop-up.
    Delete attachment

 

How do I schedule a campaign for different time zones?  

To schedule a campaign based on the recipient's time zone, follow these steps:

  1. From the Navigation tool bar, choose Campaigns and select Regular Campaigns.

  2. Name your campaign and add content to it.

  3. In the Campaign Review page, click Select a Schedule Type.

  4. Choose Recipients' Time Zone.

  5. Specify the date and time.

  6. Click Schedule to start scheduling.

Note:

1. In order to make sure all time zones are covered, you must schedule the campaign at least 24 hours in advance.

2. The recipient's country, state or city information should be in proper format (United stated not US, California not CA, New York not NY). If this information is missing, we'll send the email in the user's timezone.

3. The email campaigns you send will reach your recipients at the set time in their time zone. For e.g., If you set the delivery time as 4.00 PM and one of the recipients happens to be in PST, the particular recipient will receive the email at 4.00 PM PST.

4. The time zone stats consists of real-time campaign status of different time zones recipients. This stats helps you find the number of recipients (across different time zones) who are yet to receive the campaigns you send.

 

 

 

When I create a new campaign, it says, “Personalize your subject line.” What does this mean?  

You can customize your subject lines using merge tags. For example, you can use your subscriber’s first name in the subject line to address them directly. Here are a few common merge tags:

Subscriber's email address - $[EMAIL]$

Subscriber's first name - $[FNAME|Customer|Guest]$

Subscriber's last name - $[LNAME|Customer|Guest]$

When using merge tags in the subject line, make sure you use mail and social default values. This is the value that is displayed in your email if you don't have all of the information for a subscriber.

 

 

How do my email look on desktop and mobile devices?  

Zoho Campaigns offer a wide variety of templates to make your email campaigns interesting. All our templates are compatible for both desktop and mobile devices. You can also preview how your email template will look on desktop and mobile devices before sending out the campaign.

To create and preview an email campaign, you will have to go through the following steps,

  1. From the Navigation toolbar, select Campaigns and choose Email Campaigns.

  2. Click Create Campaign on the top-right and select Regular email.

  3. Enter the campaign name and select a topic name. Click Save and Proceed.

  4. Enter the basic information in the appropriate fields. Click Create Content.

  5. Select a template from Saved Templates, Pre-designed Templates or Basic Templates. Additionally, you can also choose to add content from HTML Code Editor, Plain Text Editor, Import/Upload HTML and Recently Sent.

  6. Add your content and click Preview and Test to see how your email campaign looks on different devices.
    Preview and test

  7. Click the desktop icon on the top left of the screen to see how your email campaign will look on the desktop.

  8. Click the mobile icon on the top left of the screen to see how your email campaign will be displayed on a mobile device.

Footer

 

Only users who’ve created the Zoho Campaigns account before May 10, 2023 will be able to change the theme under Campaign creation section. Click the dropdown beside Header and Footer Theme. Learn more

Header and footer theme

Notes

Note: If you have selected No Header and Footer theme, then you must add the unsubscribe tag $[LI:UNSUBSCRIBE]$ to your campaign content. Only then will you be able to disable the header and footer.

 

How long does it take for a campaign to be reviewed?  

We try to review and approve campaigns as soon as possible. Typically, the Campaigns review team checks to ensure there is no spam content and that your sender address comes from a private domain (e.g., @yourcompany.com) and not a public one (e.g., @gmail.com). Usually, this may take from 15 to 30 minutes. Once your campaign is sent out, you'll be notified via an email and by a message that can be viewed on the Notification section (the bell icon) of your Campaigns' account.  Learn more about why your email campaign is being reviewed.

Can I embed videos to play within an email?  

 

To use a video component in your email campaign,

  1. From the Navigation toolbar, select Campaigns and choose Email Campaigns.

  2. Click Create Campaign on the top-right and select Regular email.

  3. Enter the campaign name, assign a topic, add recipients and select a sender address.

  4. Add content to your email by selecting an email template.

  5. Drag-and-drop the video component under Elements to the desired location in your email template.

  6. You can choose to add a new video or an existing video.

  7. If you want to add a new video, select New. Enter a name for the video, choose the source of the video i.e either from Youtube, Vimeo or Wistia, and enter a valid URL for the video.

  8. If you want to add an existing video merge tag, select Existing. Select an existing video tag from the dropdown.

  9. Click Change Play Button to customize the play button shown in your video.

  10. Click Save.

Learn more about the drag-and-drop template editor in Zoho Campaigns

 

 Do merge tags work in test emails?  

In test emails, merge tags will not work instead a merge tag code will be displayed. To check whether your merge tags are working properly:

  1. Create a test list and add your email address to it.

  2. Send the email to this list and check to see if the merge tags are working