Marketing Automation
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 ...
Can you allow contacts to enter a workflow before the selected date?
Yes. 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. You can enable the Allow contacts to enter before selected date button ...
What happens when you unsubscribe a contact from all topics in subscription management in workflows?
When you unsubscribe contacts from all topics in the organization, they will be exited from the workflow immediately and will no longer receive any marketing emails. Please you could also mark these contacts as non-marketing if you don't want them to ...
What happens when you mark a contact as non-marketing in subscription management in workflows?
Marking contacts as non-marketing will ensure that they will no longer receive any marketing emails and they will be unsubscribed from all topics. Please note that you can subscribe topics to these contacts again i.e, mark contacts as marketing ...
Why should you choose a lawful basis for communication when you add topic subscription for your contacts?
Zoho Campaigns complies with GDPR laws to ensure contacts have consented to receive marketing emails related to the topics they have been subscribed to. Zoho Campaigns gives users 6 lawful basis of communication to choose from. They consent, ...
How to manage topic subscriptions in workflows?
Zoho Campaigns allows you to use workflows to associate your contacts with topics. Topic management is mandatory to send email campaigns. If there are contacts that are not associated to any topic in your workflow, they might get skipped from the ...
What will happen to my autoresponders if I downgrade my subscription?
If the subscription gets downgraded, your autoresponders will be suspended and you will receive a notification email. When you renew your subscription, the autoresponders can be restarted.
Can I send chain campaigns to recipients who have opened and clicked my autoresponder messages?
Yes. To send a chain campaign to these contacts: From the autoresponder timeline, navigate to the Reports section and click Create Campaign. Select Opened or Unopened from the dropdown menu. Select All messages or Any message from the dropdown menu. ...
What is the maximum number of messages per autoresponder?
You can create and send a maximum of 60 messages per autoresponder.
What is the difference between date-field autoresponders and calendar autoresponders?
Date field autoresponders are sent based on the date in the date field. This date won't be the same for all contacts. Calendar-based autoresponders are sent based on the date and time you schedule.
Will End-of-Series actions be performed on contacts who have exited the autoresponder series?
No. Any contacts who do not match your filter criteria will stop receiving the series and End-of-Series actions will not be performed. The end-of-series actions will only be performed when the last message of a series is sent to the subscriber.
What causes an autoresponder to stop?
Autoresponders will be stopped for the following reasons: When the source mailing list or segment has been deleted. When the date field associated with a date-field autoresponder has been deleted.
Can I create more than one cyclic autoresponder series with the same frequency?
Yes. Any number of series can be created for the same frequency.
How frequently can a cyclic autoresponder be sent?
Cyclic autoresponders can be sent on a daily, weekly, monthly, and yearly basis.
Can I make followups the first message of the smart series?
Yes. Navigate to the followup you wish to make the first message of the series and click Set this as your first message. This will swap your first message with the followup. Note: Swapping can be done only before you start the autoresponder. If ...
Will archive links be removed for contacts who have already received the campaign?
Yes. Any links to previously received messages will be removed automatically.
How can I send archive links of previous messages to new contacts in a smart series autoresponder?
To attach links for previous messages to new contacts, use the template editor: In the template editor, click on the Archive link component. Select and drag either Ordered list or Unordered list into the editor. A popup will appear. Remove the ...
What is the minimum delay between two messages in a smart series autoresponder?
There should be a minimum delay of one day between two messages.
What will happen if the source campaign is deleted?
Source campaign deletion will not affect the autoresponder. The messages will still be sent to the recipients who have performed the specified actions.
Can I set up end-of-series actions for an email-action autoresponder?
You cannot configure end-of-series actions for this type of autoresponder. Because the email-action autoresponder is based on recipient activity, the end of the series cannot be determined.
Can I create more than one autoresponder for a single campaign?
You can only create only one autoresponder per campaign.
Can I create a single email-action autoresponder for more than one campaign?
You cannot create an autoresponder for more than one campaign. If you want to create the same series of messages for another campaign, you can clone the autoresponder and change the source campaign as you like.
How and when will an email-action autoresponder trigger?
Email-action autoresponder messages will be sent to contacts who have performed the specified action on the source campaign according to the message schedule.
When does a calendar-based autoresponder trigger?
Messages in a calendar-based autoresponder will be sent at the scheduled date and time.
What is the minimum delay between two messages in closed group and smart series autoresponders?
The minimum delay between two messages is one day.
Can I change the message schedule after activating a closed group autoresponder?
Any message can be cancelled and rescheduled.
Can I associate an autoresponder with more than one list?
No. If you want to send the same series of messages to contacts of another list, you can clone the autoresponder, then change the mailing list as you like.
What is 'list freezing' in a closed group autoresponder?
The autoresponder will only be sent to contacts that have been added to list before the scheduled activation date. "List freezing" means no contacts can be added to the autoresponder after activation.
Who does a closed group autoresponder trigger for?
The series will be sent to contacts who have been added to the list before the date and time you've scheduled.
Can I create an autoresponder for more than one date field?
Only one date field can be associated with an autoresponder at a time. If you want to associate the same series with another date field, you can clone the autoresponder and change the parameters as you like.
Can I change the custom date field associated with a date-field autoresponder after creating the autoresponder?
Once you've created a date-field autoresponder, you cannot change the date-field. If you want to send the autoresponder according to a different date-field, you can clone the autoresponder and change the parameters as you like.
When will a date-field autoresponder trigger?
The messages in a date-field series will be triggered based on the date in the custom date-field associated with the autoresponder.
How do I manage multiple message versions?
After you have created a new version, it will be listed under your existing version. Click Show more to view all of your versions. You can activate any one of them by clicking the Activate option next to the message content. Activating one of the ...
Is it possible to edit an autoresponder message after the autoresponder has started?
You cannot edit an autoresponder message once it has started . However, you can create another version of the message. To create another message version: Navigate to the message you wish to create another version, then click Create another version. ...
How do I edit contact sources in a signup-based autoresponder?
To change the contact source: Navigate to the Details section of the autoresponder. Click the Edit icon in the top-left corner. Check/uncheck the Include contacts added via Import and CRM sync option to change the source.
What will happen if I apply criteria and filter the contacts?
You can apply criteria and filter contacts for a message. Only those contacts who match the criteria will receive that particular message and the series thereafter. This criteria can be based either on the contact information or on the contact ...
Can I send messages to contacts who have missed those messages?
You can send any message to contacts who exist in your mailing list but haven't received the message. To send a message: Navigate to the message you want to send. Click the Settings icon. Select the Send to Missed Contacts option. Schedule the date ...
When does a signup-based autoresponder trigger?
When a contact joins the mailing list associated with an autoresponder, the autoresponder will trigger according to the schedule you've set. For example, you can schedule the first message to be sent immediately after a contact joins your mailing ...
I am not able to delete my workflow. Why?
In Zoho Campaigns, you must first freeze the workflow, then shut it down and finally delete it. Follow the steps below to delete a workflow: 1. From the Navigation toolbar, select Automation and choose Workflows. 2. Hover over the workflow you want ...
What will happen if I shut down a workflow?
A workflow that is shut down will not perform actions on any contact, even those who have already entered the workflow. You cannot activate a workflow once it is shut down.
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