Marketing Automation
What is freezing a workflow?
When you freeze a workflow, it will stop accepting new contacts and will perform actions only for subscribers who have already entered the workflow. You can resume the workflow anytime.
What is the maximum number of workflows I can create and activate?
You can create and run up to fifty workflows at any time. If you wish to increase this number, contact our support team at support@zohocampaigns.com.
What will happen if I have associated the same smart list (target list) with two different workflows?
Workflow triggers are sequential; at any point, the smart list will only contain contacts who match the criteria of the last triggered workflow.
What is a smart list?
A smart list contains only those contacts who meet the criteria specified in the workflow. If at any point a contact stops meeting the criteria you've set for the smart list, they will automatically be removed from the smart list. To add a smart ...
What will cause a contact to be skipped while pushing subscriber data to Zoho CRM?
Contacts will be skipped when: 1. There is data missing in mandatory fields of the Standard Layout of Zoho CRM that have been mapped against the Zoho Campaigns fields. 2. Data entry in certain fields of the Standard Layout of Zoho CRM is invalid. 3. ...
What will cause a contact to be skipped while sending an email?
Contacts will be skipped when: the email address is invalid there are deliverability issues and soft bounces
Who are skipped contacts and how do I view them?
Contacts who did not have actions performed on them are listed as 'skipped contacts'. To view skipped contacts: From the navigation toolbar choose Automation and select Workflow. Select the intended workflow from the list view. Navigate to the action ...
Can I view, edit, and delete another users' workflow?
You can view and edit another user's workflow provided you have the required permissions to do so. You can only delete another user's workflow if you are the organization administrator. Organization users cannot delete other users' workflows.
What will cause actions to stop?
Actions will stop due to the following reasons: If the action is 'Add to another list', the target list (i.e. the list you've selected to add the subscribers to) may have been deleted. If the action is 'Push to Zoho CRM', the custom field mapped to ...
When will a workflow stop?
Instant and time-based workflows will stop when the source list has been deleted. all of the defined actions have been stopped. custom fields used in the workflow criteria have been deleted. One-time workflows will stop after triggering at the ...
What will happen if I reorder Time-based workflows?
Reordering time-based workflows in the list view will not have any impact on the execution order of your workflows, as time-based workflows trigger on the scheduled date and time.
Can a workflow in draft be associated with any entities?
No. Workflow has to be activated before associating it with any entities.
How many entities can I associate with an activity-based workflow?
You can associate any number of entities with one workflow provided the workflow is active.
Which entities can be associated with an activity-based workflow?
You can associate campaigns and signup forms with an activity-based workflow. Make sure that the workflow is active before you associate them.
How do I change the criteria pattern?
If you choose to use all six criteria, the default pattern is "( ( ( ( ( 1 and 2 ) and 3 ) and 4 ) and 5 ) and 6 )". However, you can choose between the operators 'And' or 'Or' between the conditions. If you wish to change the position of ...
How many conditions can I set as criteria?
You can give a maximum of 6 conditions as criteria and change the pattern as you wish.
When will an activity-based workflow trigger?
Activity-based workflows will trigger for contacts as soon as they perform the specified action.
On whom will an activity-based workflow trigger?
This workflow will trigger for contacts who perform specific actions. For example, if you set an activity-based workflow for campaign opens, it will trigger for any of the contacts who open the campaign.
When will a time-based workflow trigger, and who will it trigger for?
This type of workflow will trigger on any contacts who meet the specified criteria. You can make these workflows run once or periodically at a specific time.
When will an instant workflow trigger, and who will it trigger for?
The workflow will trigger for any contacts as soon as they meet the specified criteria.
What is the difference between a workflow and an autoresponder?
Autoresponder An autoresponder allows you to send out a series of emails and SMS messages automatically based on a single condition. You can also send followup messages in the same autoresponder. There are seven types of autoresponders listed below. ...

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