Marketing Automation
Does editing an active workflow affect the wait time process?
The wait time process that has not yet expired in your workflow is unlikely to be affected by this. Contacts will not enter the path that precedes the wait time component of the workflow if the wait time process has expired or completed.What happens when the components of an active workflow is re-organised while being edited?
If the workflow path is re-organised by moving some components around, some of the old contacts may not move forward and all further actions in the workflow will not be performed on them. User Scenario You have an active workflow that will be ...What happens when the email response component of an active workflow is edited?
If the email response action is edited, both new and old contacts will enter the component if they satisfy the set criteria. User Scenario You have an active workflow that sends an email to the contacts entering the selected list. You've configured ...What happens when the email activity component of an active workflow is edited?
If the email activity component is edited, then only new contacts will enter the component when they satisfy the set criteria. User Scenario You have an active workflow for a list of contacts who've performed some actions on an email campaign sent to ...What happens when a component in an active workflow is moved from one path to another?
If a component is moved from one path to another path of the workflow, all the contacts (new and old) that are already present in the component will move (along with the component) to the new path of the workflow.Can we edit an active or live workflow?
Yes. Using Zoho Campaigns, you can edit your active or running workflows. Currently, you can only edit workflow processes and actions. To edit an active workflow: From the Navigation toolbar, select Automation and click Workflows. Select the active ...Can I send the same email recurrently to the same list of contacts using conditional workflows?
No you can't. In conditional workflows, you can send emails only once to your contacts in the selected mailing list, so the same contact will not receive the same email twice. However you can use the cyclic autoresponder as a workaround to send the ...Can the email response process be used for plain text campaigns?
This workflow cannot be created for plain text campaigns because opens cannot be tracked.This workflow cannot be created for plain text campaigns because opens cannot be tracked.How does email response work?
Contacts will enter into further processes of the workflow, continuously, as and when they satisfy the conditions selected above, therefore resulting in the same contact entering multiple paths in the workflow at different times. To learn more about ...How do you add an email response in your process?
To configure email response, follow the steps below: 1. From the navigation toolbar, select Automation and click Workflows. 2. Click Create Workflow from the top-right and select a workflow template. 3. From the left panel, drag and drop a trigger ...What is an email response process?
This process lets you enable an action for contacts to perform based on their responses to emails sent to them. Let's say you've got a list of contacts who've opened your email, replied to your email and clicked on a link in your email. You can set ...What happens to contacts who've entered the workflow through a date field trigger in exit criteria?
For date field trigger note that once the date field is changed then the contacts who've entered the workflow on the previous selected date will not be exited. For example, you specify a date, 25.12.2021 and certain contacts have entered the workflow ...What is exit criteria for contacts who have not met the workflow trigger configurations?
You can set exit criteria for those contacts who've not satisfied a workflow's trigger configurations by either removing them from the workflow or keeping them in the workflow. What is re-enrolment of contacts into a workflow?
Re-enrolment of contacts into a workflow occurs when you want contacts to re-enter workflows multiple times, resulting in them performing new actions and achieving new goals.When does a contact achieve its goal?
A contact is said to have achieved their goal when they have met all the criteria set for them.What is exit criteria?
Exit criteria is an action that moves contacts out of the workflow if they have achieved their respective goals or re-enrols contacts into the workflow to achieve new goals.Why can't I select the link click/specific link click action for a selected email campaign?
If you've added any links in the email content of the selected campaign, then you will be able to select the link click / specific link click email actions. When there are no links added to the email content, the link click/specific link click ...Why can't I select the reply action for a selected email campaign?
Reply tracking option needs to be enable for the selected email campaign to track replies for the 'Replied' email action. If you've not enabled the reply tracking option while creating your email, the reply action is disabled not allowing you to ...Can the email activity process be used for plain text campaigns?
This workflow cannot be created for plain text campaigns because opens and clicks for those emails cannot be tracked.How does the email activity process work?
Contacts will enter into further processes of the workflow only once, when they initially satisfy the selected conditions. To learn more about how this process works click here. For example, email activities you've selected are sent, opened, and ...How do you add an email activity process into your workflow?
To configure email activity, follow the steps below: 1. From the navigation toolbar, select Automation and click Workflows. 2. Click Create Workflow from the top-right corner and select a workflow template. 3. From the left panel, drag and drop a ...What is email activity process?
This process lets contacts enter into the workflow based on their past email activity. Let's say you want to list out contacts based on their various email activities like opened, not opened and opened but not clicked on any link. You can use this ...How does wait time work in Zoho Campaigns workflows?
Using wait time, you can allow contacts to wait for a specific time before they move into further processes of the workflow. 1. Drag and drop the Wait Time process onto the canvas. By default, contacts will be made to wait for an hour on all days of ...Can contacts re-enroll into your workflow from the selected list?
Yes. Click Settings icon above your workflow canvas to enable the re-enrolment criteria. Select the List Entry trigger for contacts to re-enroll into your workflow. How do you add list entry trigger?
To configure a list entry trigger, follow these steps: 1. From the navigation toolbar, select Automation and click Workflows. 2. Click Create Workflow from the top-right and select a workflow template. 3. From the left panel, drag and drop the list ...What is list entry trigger?
You can create a workflow for any contacts who have entered a specific list using this trigger. You can also decide which contacts can enter the workflow by allowing only new contacts or only existing contacts or both new and existing contacts to ...What happens if I select the 'Any Email' option?
There are three things you need to know when you select the any email option to trigger a workflow. Reply tracking needs to be enabled for email campaigns to track email replies. Link click activity can only be tracked for plain text campaigns if ...Can contacts re-enroll into the workflow using email action trigger?
No. Re-enrolment is disabled for email action trigger therefore contacts cannot re-enroll into workflows using this trigger.Why are my replies not tracked for the selected email campaign?
Replies can be tracked only for those email campaigns where reply tracking is enabled.Can link click activity be tracked for plain text campaigns?
For plain text campaigns, link click activity can only be tracked if track plain text URL is enabled. Therefore, when you create a plain text campaign and if you want to tract the link click activity for that email, make sure to enable the track ...Can opens be tracked for plain text campaigns?
For plain text email campaigns, a link click activity is considered as an open response. Therefore, opens will be tracked only if the links in the email campaign are clicked.What is an email action trigger?
The email action trigger is used to trigger the entry of contacts into a workflow based on their responses to the emails sent to them.Can you choose more than one segment to trigger your workflow?
No. You can only select one segment to trigger your workflow.Can contacts re-enroll into your workflow from the selected segment?
Yes. Click Settings icon above your workflow canvas to enable the re-enrolment criteria. Select the Enter a Segment trigger for contacts to re-enroll into your workflow. How to add Enter a Segment trigger?
To configure the enter a segment trigger, follow the steps below: 1. From the navigation toolbar, select Automation and click Workflows. 2. Click Create Workflow from the top-right corner and select a workflow template. 3. From the left panel, drag ...What is the Enter a segment trigger?
You can create a workflow for any contacts who've entered a specific segment using this trigger. You can also decide which contacts can enter the workflow by allowing only new contacts or only existing contacts or both new and existing contacts to ...Can you edit the date-field trigger after it has been applied?
Yes. There are two ways your date-field trigger after its been applied: Click on more (...) on the date-field trigger and click Edit icon. You can also edit the date field trigger from the detail view on the right side of the canvas by clicking the ...Can contacts re-enroll into the workflow while using the date-field trigger?
Yes contacts can re-enroll into your workflows. Click the Settings icon on top of your canvas and enable the re-enrolment of contacts option and select date-field trigger. However, no contacts can re-enroll into a workflow twice on the same day when ...When can you use date-field trigger for custom date or specific date?
Select the specific date field to trigger the workflow for specific events, webinars, renewals and likewise. Select the custom date field for customised dates, such as birthdays, anniversaries, and festivals.Can you choose specific contacts to enter your workflow with date-field trigger?
Yes, you can drag and drop the date-field trigger to the canvas and click Select Date. Choose to use a custom date or a specific date. Specify the time contacts can enter the workflow. Enable the Set criteria for contacts to enter the workflow ...Next page
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