Action Components
Why would contacts be skipped from the SMS component?
Contacts must have a valid phone number, including the country code, saved in the mobile field. Contacts without this information will be skipped.What is the difference between email activity and response toggle?
Once a contact enters the email activity, they follow the defined path. However, if they perform the expected email action (e.g., open or click), they can move through the response path at any time.What is the response toggle in the Send Mail component?
This toggle will create the paths to filter and segregate emails based on recipient activities like opens, clicks, replies, and skipped.Can you have custom components from one plan to another?
No. The features and functions are part of certain subscriptions, and we would not be able to custom add features from one to another.Is it possible to try all of the functions in the workflow during a free trial offer?
Yes. All parts of the workflow can be tried during the trial period. At the end of the trial, the relevant features will only be active based on the subscription chosen. If the lower subscription plan is chosen and the workflow has advanced ...How do you configure this in the workflow?
Connect the Create Task component to your workflow for a specific action. Click on Configure. Add the subject, due date, status, priority, and description and then assign the task.What kind of tasks can be created?
You can create tasks like “Follow-up call,” “Send demo link,” or “Schedule meeting,” and assign them to a CRM user with details like priority, due date, description, and contact association.What is the Create Task component in Automation?
The Create Task component automatically allows you to create a task in Zoho CRM for a contact or lead based on their activity in the workflow.What kind of data can be pushed to the CRM?
You can push fields like name, email, phone, lead scores, and even custom field data into CRM modules such as Leads, Contacts, and Deals.What is the Push Data component in Automation?
This component allows you to send contact details from Zoho Campaigns to Zoho CRM either by updating the new record or modifying the existing record.What are all of the Zoho CRM activities that can be carried out in Zoho Campaigns automation?
Push Data to Zoho CRM (create or update a record in Zoho CRM) and Create Task (automatically create a follow-up task in Zoho CRM).What happens after a contact is moved to another workflow?
The contact exits the current workflow and starts progressing through the target workflow from the beginning or from the entry point defined in that workflow.What is the Move to Another Workflow component in Automation?
The Move to Another Workflow component allows you to transfer a contact from the current workflow to a different one automatically. It’s useful when you want to continue nurturing contacts in a separate automation journey based on their behavior or ...What are the options available to configure the Wait Condition?
You can set up the below criteria for your contacts to satisfy to move forward in the workflow. You can select the field criteria under Contact Information or the Recipient Activity criteria. After this, you can set the Wait Time for contacts to ...How is the Wait Condition different from Wait Time?
Wait Time always waits for a fixed duration (e.g., three days). Wait Condition waits for a specific action or trigger to happen, like an email being opened or a field being updated, and then moves forward.What is the Wait Condition component in Automation?
The Wait Condition component pauses the contact in the workflow until a specific condition is met, such as opening an email, clicking a link, or a field getting updated. It waits until the condition becomes true or a maximum wait time is reached.Should you wait before checking if someone opened an email?
Yes. You can wait one to two days after sending an email before using the Email Activity condition to check if the contact opened or clicked it.Can you delay the next email after sending the first one?
Yes. Add a wait time of two to three days between emails in a welcome series or product promotion to avoid flooding your contact’s mailbox.Why should you add a wait time in your workflow?
Adding a wait time ensures that your communications are spaced out properly, giving contacts time to engage and respond, and avoids overwhelming them with back- to-back messages.What is the Wait Time component in Automation?
The Wait Time component allows you to pause a contact's journey for a specific amount of time before they move to the next step in the workflow. It helps create a natural delay between actions like sending emails, checking conditions, or triggering ...What is the Exit from Workflow component in Automation?
The Exit from Workflow component is used to manually remove a contact fromthe automation journey at a specific point manually. Once a contact reaches this block, they will no longer receive any further emails or actions in that workflow.How can you configure this action?
You can attach the internal notification component to your workflow for a specific action. You can configure the subject and email address to whom the internal notification has to be shared, the email content, and merge tags if necessary.Who receives internal notification emails?
Internal notifications are sent to your team members, such as marketing or sales reps (configured email address).What is the Internal Notification Email component in Automation?
The Internal Notification Email component is used to send an automatic email to your internal team members (not contacts) when a contact reaches a certain point in the automation journey.Can you update a field when someone becomes a qualified lead?
Yes. You can update a field like Lead_Status to “Qualified” based on actions like email clicks, form submissions, or scores reached.What is the Update Field component in Automation?
The Update Field component allows you to update a specific field value automatically (such as City, Status, Source, or any custom field) for a contact in your mailing list during the automation journey.Why is it important to have the Subscription Management component in a workflow?
If this component is added in the workflow next to the trigger, the contacts will not be ignored due to topics not associated or subscription type. When configuring this component, make sure that the contacts added through the trigger passed the ...Why is managing topic subscriptions important?
It gives contacts control over the type of content they receive and helps you keep your messages relevant. Instead of unsubscribing completely, they can opt out of one topic and stay subscribed to others, improving both deliverability and engagement.What is the Subscription Management component?
The Subscription Management component allows you to update a contact’s topic preferences automatically within a workflow.When does the score get subtracted?
You can define specific criteria for when the score should be subtracted—e.g., after a delay, based on a condition, or immediately when the contact enters the step.What is the Subtract Score component in Automation in Zoho Campaigns?
The Subtract Score component is used in workflows to reduce points from a contact's score based on their behavior.What is the Add Score component in Automation?
The Add Score component is used to assign or increase a lead score to a contact based on their behavior in the workflow (like opening emails, clicking links, or filling out forms).Can you remove a Lead tag when someone becomes a customer?
Yes. Once the contact completes a purchase, you can remove the Lead tag and optionally assign a new tag, like Customer, to reflect their updated status.What is the Remove Tag component in Automation?
The Remove Tag component lets you automatically delete a tag from a contact while they move through the automation workflow. It helps you keep your contact tags accurate and updated based on new actions or status changes.Can you tag webinar attendees or sign-ups?
Yes. Tag users who register or attend events with tags like “Webinar Signup— June”. This will help you follow up with relevant content or offers.What is the Assign Tag component in Automation?
The Assign Tag component allows you to label contacts in your workflow with specific tags based on their actions, behavior, or position in the workflow.What is the Remove from List component in Automation?
The Remove from List component lets you automatically remove a contact from one or more mailing lists based on their actions or behavior in the automation workflow.Can you use this to track users who opened an email?
Yes. If someone opens a specific email in your workflow, you can use the Add to List component to add them to an Engaged Contacts list.Why would you want to add contacts to a list in a workflow?
This helps you segment your audience, track them better, and use those lists for future campaigns or automations. It organizes your contacts based on their behavior or workflow stage.How do you remove tags using workflow?
Workflows has the Remove from Tags components. The contacts entering the component will be removed from the configured tag.Next page
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