Campaigns | Action Components

Action Components
Can you assign the tags to the contacts within the workflow?
The contacts who are entering into the assign tags component will be assigned to the configured tags.
How do you move contacts from one workflow to another?
The contacts who are entering into another workflow component will be moved to the configured workflow.
Can you send cart-abandonment reminders through SMS?
Yes. If SMS is integrated with your store.
What if the email wasn't opened? Can you follow up with an SMS?
Yes. Use Email Activity to check if the email wasn’t opened, then use Send SMS.
You want to remind users about an upcoming webinar. Can you do this via SMS?
Absolutely. Use Send SMS 30 minutes or one day before the event.
Can you send a thank-you SMS after someone signs up or purchases?
Yes. Right after a form submission or order confirmation, use Send SMS to say: "Thanks for signing up! Stay tuned for updates."
Is SMS useful in combination with email?
Yes. SMS is perfect for quick follow-ups or reminders after emails, especially when open rates are low.
What type of messages can you send using the Send SMS component?
You can send order updates, promo codes, event or webinar reminders, and short announcements.
Do you need an SMS provider to use this component?
Yes. You need to integrate an SMS gateway provider (like Twilio, ClickSend, or others supported by Zoho Campaigns) or use Zoho Campaigns’ own SMS gateway. After setup and verification, you can send SMS through the automation.
What is the Send SMS component in Automation in Zoho Campaigns?
The Send SMS component lets you send automated text messages to your contacts during their journey. It helps you instantly communicate updates, reminders, offers, and more.
You want to make sure your email performs before sending it to everyone. Can an A/B Test help with that?
Yes. Send the two test versions to a small percentage of your contacts. Based on the results, Zoho Campaigns will send the winning version to the remaining contacts to improve your chances of success.
Can you test two different call-to-action buttons?
Yes. Create two emails with the same layout but different CTA buttons (e.g., “Buy Now” vs. “Explore Products”). Set the winning metric as the click rate.
You want to set up two different subject lines. How can you set that up?
Use the A/B Test component and create two emails with the same content but different subject lines. Zoho Campaigns will send both versions to small groups and pick the one with the higher open rate.
How does the A/B Test work in automation?
Zoho Campaigns splits your audience into two groups (A and B), sends each group a different email, and after a specific time, it automatically chooses the better-performing email (based on open rate or click rate) and sends that to the remaining ...
What exactly can you use to test in the A/B component?
You can test: ● Subject lines ● Sender names ● Email content
What is the A/B Test component in Automation in Zoho Campaigns?
The A/B Test component allows you to send two versions of an email to see which one performs better. You can test differences in subject lines and content, and the winning version will be used for the rest of your contacts in the workflow.
Can you send different emails to your list/segments in automation?
Yes. You can insert multiple Send Email components after using filters, conditions, or splits, so that each segment receives a relevant email.
What kind of emails can you send using this component?
You can send Promotional emails, Welcome emails, Follow-ups, Newsletters, Product updates, Re-engagement emails, and Thank you notes.
What is the Send Email component in Zoho Campaigns Automation?
The Send Email component allows you to send an email campaign to your contacts at a specific stage in their workflow. It can be a welcome email, offer, reminder, follow-up, or any custom email you create.
Can you move contacts from one workflow to another?
Yes. First, you can create the workflow you want to move the contacts to, and then use the "Move to Another Workflow" component in the source/from workflow.
Can you use a workflow to update the subscription type?
Yes. You can update the type using the Subscription management component.
Can you assign scores using workflow?
Yes. Using the “Add score” component, you can assign scores to the recipients.
Can you send SMS from a workflow?
Yes. If SMS is configured, you can send SMS as an action in the workflow.
Can you stop a contact’s journey in a workflow?
Yes. Use the “Exit from workflow” component.
Can you notify a user with workflow actions?
Yes. You can use the “Internal notification email” component to notify a user with the workflow action.
What is the “Remove Tag” action?
It removes a tag from the contact.
What is the “Add Tag” action?
It adds a specific contact tag to the recipients.
What is the “Remove from List” action?
It removes the contact from a specified list.
What is the “Add to List” action?
It adds the contact to a specified list.
What is the “Send Email” action?
It sends an email campaign to the contacts in the workflow.
Can you update a contact’s score in a workflow?
Yes. You can update the score by using the “Field Update” component.
Can you use multiple “Wait” components in a workflow?
Yes. You can use as many as you need.
What is an “Update field” component?
It updates the field value for the contacts entering the component.
What is a “Wait” component?
It delays the next step until a condition is met or a specific amount of time passes.
What are the different types of actions available in Workflow?
The Actions section has three types: Engagement: Send Email, A/B Test, Send SMS, Send Survey Email; Productivity: Add to List, Remove from List, Assign Tag, Remove Tag, Add Score, Subtract Score, Subscription Management, Update Field, Internal ...
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. To re-enroll contacts into your workflow: From the Navigation toolbar, ...
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 ...
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