Settings
What happens to my data if my account gets deactivated?
Zoho Campaigns deactivate accounts that have been inactive for a long time for security reasons. We will be sending warning/notification emails about the deactivation before deactivating the account, you can export your data before the mentioned time ...Will my Zoho Campaigns account get deactivated or removed?
Yes. Your Zoho Campaigns account will be deactivated and later removed if you don't use it for a period of two years. However, you can prevent it by accessing your account. You will be notified via email and we'll ask you to access your account ...Creating custom fields
Zoho Campaigns allows you to create your own custom fields for your contacts where you can store the extra information. With Custom fields, you can feed any type of information, set character limit and use them to save data which are specific to your ...My contacts say that they are still receiving email campaigns after they unsubscribed. How can this be resolved?
Opt-in contacts can use the Unsubscribe link to remove themselves from the mailing list they signed up for. When they unsubscribe from a mailing list, they also have the option to remove themselves from the organization, which will remove them from ...Is there a size limit for videos added via a video merge tag?
You need to upload the video link when you create a video merge tag. The video will still be hosted from the external service, so the size of the video does not make any difference to Zoho Campaigns.What are the email and social default values?
The email default value is the filler value that will appear in email campaigns if a field is empty. The social default value is the filler value that will appear in social campaigns or campaigns that are shared socially if a mapped field is empty. ...Is there a way to make your contacts add you to their contact list without directly asking them to do so?
You can be added as a safe sender or contact in your contacts' inboxes by including a vCard tag in your email content. A vCard is an attachment with the sender's contact details. If you add this merge tag to your email campaign, your contact details ...How can I embed my survey link in the email content for a survey campaign?
You can use survey merge tags to do this. Survey Merge Tags are used to generate the survey name and survey link in the content section of your survey campaign. You can view the survey name and link in the merge tags section of your content creation ...How can I personalize my subject line using my contact's name?
You can personalize the subject line by inserting the merge tag for the contact's first name $[FNAME|Contact]$. When your contacts see their own name in an email subject line, it will awaken their curiosity and make them more likely to open the ...How do I address a contact by the first name in an email campaign?
You can add "First Name Merge tag ($[FNAME]$)" in the content of your campaign to address your contacts by their first name. This tag can be used if you are sure that your subscriber’s first name is mapped to the contact details field. If there is ...I have imported some fields from CRM using sync and I want to display them when I send campaigns to my mailing lists. How can I do this?
You can display the data from imported fields using custom fields and merge tags. Create a merge tag and choose the custom field that you have imported from CRM. For example, you've imported a field "Skype ID" from CRM into a custom field named ...Whenever I try to add my logo near the footer, it is enlarged. How can I add a small logo to the footer?
Hover your mouse to the right of your theme and click the Edit icon. Select the Footer tab. You will see the Footer Logo option which allows you to add the logo to the footer and you adjust the size of the image.When I try to add a new custom field with the Checkbox type, I receive an error message saying I have reached the maximum limit. How can I add the custom field?
You need to delete one of the Checkbox custom fields to add a new field of the same type. You can create a total of 250 custom fields and 10 custom Checkbox fields. To delete a custom field, navigate to the Custom fields tab and click the Delete ...Can I receive notifications whenever a contact is added to my mailing list?
Yes, you can configure your notification settings to receive notifications about your mailing lists. From the Navigation toolbar, click Settings and select Notification Settings. Navigate to Mailing Lists tab. Enter the following details: Send ...Can I change the background color of the footer?
Yes, you can change the background color of your header and footer in Themes section of the Settings tab. From the Navigation toolbar, click Settings and select Themes. Navigate to Campaign Themes tab. Click the Edit icon beside the theme you want ...The changes I've made in a form in Signup Pages and Emails are not reflected in the form that is displayed in an associated mailing list. Have the changes been updated?
Yes, the changes will be updated and be applied to all the mailing lists in your account. You can not see the changes as it won't change visibly in the UI in mailing lists. However, it is all updated in the back end and all new lists will contain the ...I am unable to customize the unsubscribe form by following the instructions on the help page. Whenever I follow those steps, the Imprint Information page keeps popping up, why?
You must provide imprint information about your organization in your email campaigns, so that your subscribers know who you are and can contact your organization if they need to. You can only edit your forms in Signup Pages and Emails if you fill out ...Is there a way to differentiate between the unsubscribe forms for opt-in contacts and synced or imported contacts?
Yes, you can customize the unsubscribe forms for opt-in and imported contacts. The unsubscribe option has two different forms based on the source of the contacts. Implied subscribers (imported/synced/manually added): These contacts will receive an ...Can I customize the Update Profile form ?
Yes, you can customize Update Profile form. From the Navigation toolbar, click Settings and select Themes. Navigate to Signup Pages and Emails tab. Click Forms tab, then click the Edit icon in the top right corner of the preview. Note: You cannot ...Why do I need to add imprint information?
Every newsletter that you send using Zoho Campaigns shall contain an 'Imprint' section. An Imprint is a type of notice that indicates the authenticity of the sender while also conveying basic legal information about the senders to the recipients. ...How do I assign a custom role to a user?
Users with administrator privilege can assign custom roles. From the Navigation toolbar, click Settings. Select Manage Users under Users and Control. Click on the Assign Role link which is present beside the username. Select the role in the Change ...How can I create a custom role?
Users with administrator privilege can add new custom roles. From the Navigation toolbar, click Settings. Open the Roles and Privileges under Users and Control. Click Add button and select Role. Enter the role name and click Add. Assign the ...Who can access the roles and privileges tab?
All users can view this module. To view the module, From the Navigation toolbar, click Settings and select Manage Users. Click Roles and Privileges. Only paid users with administrator privilege can add a new role and edit the privileges of existing ...What does access control option do?
Access is the master control option which controls direct module or cross-module access to data within the organization. By default, this setting will be enabled if a user chooses create, modify, or delete.What is tab visibility?
Tab visibility is a special control option. It influences which modules (The different functions in Zoho Campaigns application) should be visible to the users assigned to a particular role. Disabling the tab visibility of a module means the user will ...How do I make my own Merge tags?
You can. You must first create a Custom field and then create a merge tag for it. Just follow the steps below. From the Navigation toolbar, go to Settings. Click Custom Fields under Customization. Click Add New and choose Contacts Field or Account ...How do I edit predefined merge tags?
It is not possible to edit a predefined merge tag. However, when you insert it in the content of the campaign, you can change the mail default and social default value. For instance, $[FNAME|Customer|Guest]$ is the first name merge tag. Here ...What is Mail default value and Social default value?
Let us look into an example to understand in a better way, $[FNAME|Customer|Guest]$ If your contact’s first name is mapped to the contact field, your contact’s will be addressed with their first name. If not, they will be addressed as Customer in ...How do I add a video in my email campaign?
There are two ways which you can add videos, Using the video component in the content creation page. Using the video merge tags which you have created.What are merge tags?
In Zoho Campaigns, merge tags are used to pull information such as First name and Last name from the mailing list into the email campaign. Additionally, there are merge tags for inserting Youtube video and tags for inserting the Subscribe and ...How do I create a custom field?
From the Navigation toolbar, go to Settings. Click Custom Fields under Customization. Click on Add New and choose Contact Field or Account Field. Select a Field Type. For example, select Integer if you want to have numerical data. Scroll through ...How do I remove the Zoho Campaigns logo from my footer?
As long as you are a free user of Zoho Campaigns, the logo will be displayed in the footer. When you upgrade your account to a paid version, it'll be automatically removed.How do I insert social links in the footer?
You can add links to your Facebook page, Twitter profile and LinkedIn page in the email's footer. When you're creating a campaign theme under Settings and Themes, you'll see options for these networks. in the footer section. Check the box for the ...What does the Tell-a-friend link do?
Recipients can click this link to enter the email address of someone they want to share the email campaign with. Email campaigns shared with this link will be reflected in your Reports. To add Tell-a-friend merge tag, From the Navigation toolbar, ...What happens when someone clicks the Update Profile link in the email's footer?
A page will open where they can make changes to their profile's first name, last name and email address info. A selection of public mailing lists from the sender will also be displayed. Recipients can check lists that they want to subscribe to.Why is there a Subscribe link in the email's footer?
This link is useful when the recipient forwards the email campaign to one of their contacts. That person can then click the link to become part of the same mailing list.Will my email appear identically in all browsers and email clients?
Slight differences are possible. Currently there's no way to ensure that email appears identically across all clients and browsers. There are some precautions you can take to avoid issues.When inserting images, it's always better to choose the option ...How do I remove the Unsubscribe link in the footer of my email messages?
The Predefined theme has an unsubscribe link in the footer by default. You should change your theme to None ( No Header And Footer) or any other customized theme to remove the Unsubscribe link. You can click the Header and Footer Theme drop down and ...I want the same campaign theme for all my email messages. How do I set one?
When you create a campaign theme by selecting Settings and choosing Header and Footer under Customization, you'll see the list of themes. Hover over the preferred theme to view the Set as Default link. Click the link and confirm in the popup that ...What happens when I click clone theme?
When you click Clone Theme in Campaign Themes, you can create a copy of a specific theme you've selected. This allows you to retain any customizations you made to that theme and edit it for changes, rather than creating a new theme from scratch.Next page
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