How do I log out from my Zoho Campaigns account?  

You can sign out of your Zoho Campaigns account by following the instructions below:

Go to your Zoho Campaigns account and click on the profile icon on top-right corner of the screen

This will open an another screen where you'd click the Sign Out option.

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 period by logging in to your account.

If you fail to export your data within the aforementioned time, we will send you an email with your data attached after the account deactivation. You can download the zipped file attached in the email which contains your data.

Download your Zoho Campaigns data before we permanently remove it from our system.

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 before we deactivate it. After the removal of your existing account, you can still sign up again as a new user.

Accounts with long period of inactivity are removed for security reasons.

My contacts say that they are still receiving email campaigns after they unsubscribed. How can this be resolved?  

In the new topic version, contacts can unsubscribe from the organization or subscribe to a few topics of their interest by using the manage preference link in the email campaigns.

In the older version of contact management, 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 all mailing lists. Ask your  contacts to choose the Remove from the Org option to unsubscribe from all mailing lists in your organization, and they will no longer receive any emails from you.

What are mail and social default values?  

The mail default value is the filler value that will appear in email campaigns if a field is empty.

For example, if the field $[UD:CITY]$ has no value and the mail default value is City, then social campaigns will have City wherever the city merge tag is used.

Note: Social default values cannot be added for fields as it has been deprecated. However if you have already added a social default value for your merge tag previously, you can continue to use it.

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 will be sent as an attachment. In Gmail and Outlook, when contact clicks on the attachment, you will be added as a contact. A download link will also be sent, which contacts can use if the attachment is not supported.

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 page. Copy the Merge tags associated with Survey name and Survey link and paste it in the template.

Learn about how to add merge tags to your content

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 no value in the first name field, it will be replaced by "Customer or Guest".

How to use the First Name merge tag:

When you're creating the email content, choose the text component, mouse over to Merge Tags and choose Contacts Merge Tags and then Contact's first name.

Merge tags do not work in test emails. If you check your test email, you can find the merge tags like this: $[FNAME]$. If you want to test merge tags in an email campaign, we suggest you create a mailing list by name "Test List" and send an email campaign to the test list.

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 Skype_id. You will have to create a "SKYPE" merge tag for the custom field. Then you can use the merge tag to display the Skype ID in your campaigns.

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 icon beside the custom field.

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.

1. Click Settings icon on the top-right corner of the screen.
      

2. select Notification Settings.

3. Navigate to Mailing Lists tab.

4. Enter the following details:

• Send Interval: Choose the intervals for receiving notifications: daily,  weekly, or monthly.

• If you choose weekly or monthly, select the day and date to be notified on.

• Time: Choose the time you want to receive notifications at.

• Add Mailing Lists: Choose the mailing lists to be notified about.

       4.Click Save Preferences.

Can I change the background color of the footer?  

You can edit your campaign theme using the Footer component. Post a recent update, you cannot edit or delete campaign themes under Settings. However, you can choose an existing theme while creating a campaign.

Yes, you can change the background color of your header and footer in Themes section of the Settings tab.  

1. From the Navigation toolbar, choose Campaigns and select Email Campaigns.

2. Click Create Campaign in the top-right corner of the screen and then select Regular email.

3. Enter the Campaign Name and Topic Name of your email campaign in the Create Campaign page.

4. Click Save and Proceed in the bottom-right section of the page.

5. In the content page, select a template from the three categories.

6. Select Footer component in the Template editor. Drag and drop the Footer component to the last section of your email content.

7. Now, you can change the background color of the footer.

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 the Imprint Information page.

Is there a way to customize unsubscribe forms for contacts?  

Yes, you can customize the unsubscribe forms for opt-in and imported contacts. The steps to customize the Unsubscribe form are:

1. From the Navigation toolbar, click Settings.

2. Select Signup Pages and Emails option under Customization.
   

3. Choose one of the options under Unsusbcribe which you want to customize.
   

4. Click the Edit icon in the top right corner of the preview.
   

Can I customize the Update Profile form ?  

Yes, you can customize Update Profile form.

1. Click Settings icon on the top-right corner of the screen.
      

2. Select Signup Pages and Emails under Customization.

3. Select the Update Profile section and make the necessary changes.

Note: You cannot change the function or URL of the button as it is one of the built-in feature

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. Organizations and Users who wish to send marketing and promotional newsletters to recipients are required to make this basic information available. The Imprint information must be provided in each and every email that is sent.

Make sure your campaigns clearly show who the sender is and provide sufficient contact information to enable the recipients to contact you. This information must be directly and permanently visible to the recipients.

The Imprint should include the following:

1. Name of an authorized representative

2. Email address of the representative

3. Phone number

4. Postal address

5. Tax Identification Number

Section 5 of the German Telemedia Act, states that it is mandatory that the Imprint information is easily identifiable, directly accessible, and always available in every marketing and promotional newsletter. Irrespective of the laws to comply with, providing the imprint information will increase the transparency in communication between senders and recipients. Including an Imprint becomes a mandatory step when you wish to send emails to the residents of Europe.

If you comply with laws other than the German Telemedia Act, it is not mandatory to provide all the imprint details. However, name and email address of an authorized representative is a mandatory information that has to be provided and it is the user's choice to provide other details.

To learn how to add imprint details, click here

How do I assign a custom role to a user?  

Users with administrator privilege can assign custom roles.

1. Click Settings icon on the top-right corner of the screen.
      

2. Select Manage Users under Users and Control.

3. Click on the Assign Role link which is present beside the username.

4. Select the role in the Change Role pop up.

5. Click  Assign. 

How can I create a custom role?  

Users with administrator privilege can add new custom roles.

1. Click Settings icon on the top-right corner of the screen.
      

2. Open the Roles and Privileges under Users and Control.

3. Click Add button and select Role.

4. Enter the role name and click Add.

5. Assign the required privileges and click Save. 

Who can access the roles and privileges tab?  

All users can view this module. To view the module,

1. Click Settings icon on the top-right corner of the screen.
      

2. Select Manage Users.

3. Click  Roles and Privileges.

Only paid users with administrator privilege can add a new role and edit the privileges of existing roles

What does access control option do?  

This option is not available in the new roles and privileges setup.

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?  

​This option is not available in the new roles and privileges setup.

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 not be able to view that module in the product.