Process Components
How can you follow up only with people who didn’t open your first email?
Use the Email Activity component to check: If Not Opened = Resend the email with a new subject line, If Opened = Move them to the next step or send a new offer.
Is this component useful for engagement-based follow-ups?
Yes. It's perfect for triggering follow-up actions based on how people interacted (or didn’t interact) with your emails.
How does the Email Activity component work?
After sending an email, the component waits for a certain period (you can define this wait time) and then checks the selected activity. Based on the result, it directs contacts into the path.
What activities can the Email Activity component track?
It can track Delivered, Not Sent, Opened, Not Opened, Replied, Opened but Didn't Reply, Skipped, Clicked on any link, Opened but didn't click on any link, Clicked on a specific link. Set a wait time before this component so that the last action of ...
Can you personalize follow-ups based on gender or age group?
Yes. Use Multi-Way Condition to check: Gender is Male = Send Email A; Gender is Female = Send Email B; Gender is Other/Not specified = Send neutral content.
How can you send different emails based on a contact’s country?
Use Multi-Way Condition to check for country: If Country is India = Send content in Hindi. If Country is US = Send content in English. If Country is France = Send content in French.
What type of conditions can you use in a Multi-Way Condition?
You can use various conditions such as: Field values (e.g., Country , Gender), Campaign behavior (e.g., Email Opened, Link Clicked), Date fields (e.g., Signup Date, Birthday).
How is Multi-Way Condition different from Simple Condition?
Simple Condition only checks one condition with two outcomes: Yes or No. Multi-Way Condition allows you to check multiple conditions at once and branch into several customized paths based on the contact’s data or behavior.
What is the “Multi-Way Condition in Automation” in Zoho Campaigns?
The Multi-Way Condition component lets you create multiple conditions in a single step. Instead of just “Yes” or “No” like Simple Condition, it allows you to define several paths based on different criteria—like splitting users based on country , ...
Can you trigger different actions based on gender or birthday fields?
Yes. For example, check if "Gender = Female" or "Birthday is [Date]" using a Simple Condition, then send customized emails, offers, or greetings accordingly.
Can you resend a campaign to only those who didn’t engage?
Yes. After the first email, use a Simple Condition: If the contact didn't open or click, send them a reminder email. If they engaged, move them to the next step.
Can you check if a contact belongs to a specific list?
Absolutely. Use Simple Condition to check if a contact belongs to a particular list (e.g., VIP customers). Then, send special content to them while regular users get standard content.
You want to target users who clicked a specific link in the email. Can Simple Condition help?
Yes. Add a Simple Condition to check if a contact clicked a specific link. If yes, send them more details about that topic. If No, send them a different email with more general info.
How is Simple Condition different from Multi-Way?
They are similar, but Simple Condition allows one condition only, while Multi-Way lets you evaluate multiple conditions and branch accordingly.
Is Simple Condition used for contact behavior tracking?
Yes. Simple Condition is perfect for tracking actions like: Opened an email, Clicked a specific link, Belongs to a specific list or segment, and Field value in the contact details.
How does Simple Condition work?
It evaluates a condition. For example, "Did the contact open the email?" If Yes, they go down the “Yes” path. If No, they go down the “No” path. You can then set different follow-up actions based on their behavior.
What is the “Simple Condition in Automation” in Zoho Campaigns?
The Simple Condition component checks if a contact meets a specific condition (like email opened, link clicked, list membership, etc.) and then sends them down the Yes or No path accordingly.
You want to notify your sales team only once after testing different lead nurturing content. Can you do this with Merge?
Yes. After the different nurturing paths, Merge the contacts and add a step to notify your sales team or assign a task - so it’s done just once, regardless of the path they took.
You want to remove all contacts from a list after they go through different paths. Can Merge help?
Yes. After the branches complete, merge them, and then add an action to remove everyone from a specific list or move them to a new one.
Can Merge be used before exiting a workflow?
Yes. If your branches are done and you want everyone to exit the workflow together or perform a final action (like adding a tag or sending a survey), Merge helps you do it cleanly.
Can you use Merge after a simple condition based on contact behavior?
Yes. If you split based on whether someone clicked or didn’t click, and want everyone to receive a final thank-you email, you can merge the two paths before sending it.
What if you sent different emails to two groups? How do you bring them back to one flow?
After using a Random Split to send two versions of an email, you can add the Merge component so both groups rejoin and receive a common follow-up email.
Do you need to use Merge after every split?
Not always. You only need to use Merge if you want all branches to join back together and continue with a common action.
Is Merge the same as Conditional or Random Split?
No. Conditional and Random Split divide your audience based on logic or randomly. Merge is used to reconnect those divided paths back into one single flow.
Does the Merge component affect how contacts are processed?
No. It simply joins paths. All actions that happened in the separate paths are completed, and then the contacts move together into the next step after the Merge.
When should you use the Merge component?
Use the Merge component after splitting contacts into different paths (for testing or targeting). Once those actions are done, the Merge lets everyone continue with the same next step - like sending a final email or exiting the journey.
What is the “Merge component in Automation” in Zoho Campaigns?
The Merge component is used to combine two or more separate paths in an automation into a single unified path. After contacts go through different branches (like Conditional or Random Split), the Merge brings them all back to one common flow.
Can you use Random Split to send different content to different users?
Yes. You can send Version A of your email to one group and Version B to another and later compare which version had better open rates or clicks.
Is Random Split the same as Simple Condition?
No. Simple Condition divides contacts based on conditions or rules (like location, open status, etc.), while Random Split divides contacts purely by dividing the contacts as a percentage with no condition applied.
Can you customize the percentage of the split?
Yes. You can drag the percentages meter to split two paths based on how many contacts you want to go down each route, such 70% to 30%, 60% to 20%, etc.
What is the main purpose of using Random Split?
To break the large number of contacts from a list or segment into several smaller parts that can be added to lists, tags, send emails, and SMS.
How does Random Split work?
When contacts reach the Random Split component in a workflow, they’re randomly distributed into the paths you’ve defined. For example, 50% can go to Path A and 50% to Path B by default. You can change the percentage for each path as needed.
What is “Random Split in Automation” in Zoho Campaigns?
Random Split is a component in Automation that splits your contacts randomly into two paths (A and B).
What is the difference between “Email Activity” and “Response Check”?
"Email Activity" is used to split/branch contacts based on their email actions completed within the wait time configured before it. “Response” is part of the “Send Email” action to handle next steps based on how a contact responds.
What happens if a condition is deleted?
The contact will not move further in the workflow, and their action will be traced to the last path before deletion.
Can you send different emails based on conditions?
Yes. You can place the respective emails in different condition true/false branches.
Can you branch the workflow using conditions?
Yes. You can create True/False paths using the Simple condition.
What happens if you don’t use any process component?
The workflow will follow a straight path to the next component from the trigger
What is the “Email Activity” condition in process?
This condition checks if a contact performed a specific action in the workflow. For example, opened, not sent, opened but didn't reply, or clicked a campaign.
Can you check email opens or clicks in a condition?
Yes. Use the “Email Activity” condition to check these analytics.
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