Contact Management
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. If you want to filter contacts based on criteria, you can do that too.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?
From the Navigation toolbar, choose Contacts and select All Contacts. You will get the contact list view. Select the contact(s) you want to delete. Click the Delete option under More Actions. This will prompt a message to confirm that you want to ...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 ...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. Open the Contacts tab from the navigation bar. Select ...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 portal 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 privilege to ...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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