Workflows
Autoresponders
How can you send archive links of previous messages to new contacts in a smart series autoresponder? To attach links for previous messages to new contacts: In the template editor, click on the Archive link component. Select and drag either Ordered ...
Use Cases
How do I send a welcome email to new subscribers? You can use the “Welcoming and Onboarding” pre-designed templates or use the “List Entry” trigger and send a welcome email. When you choose the “List Entry” trigger, the automation begins the moment a ...
Workflow Settings
How do I remove a contact from the workflow? In long-running or multi-step workflows, you may need to remove a specific contact manually—for example, if they no longer qualify for the campaign, have requested exclusion, or are being handled through ...
Subscription Management
What is subscription management in workflows? This action helps you manage topic subscription for contacts entering your workflows. For users that require only the default topic (Marketing): You can choose whether to mark contacts as marketing or ...
Action Components
Engagement Actions Send Email What is the Send Email component in Zoho Campaigns Automation? The Send Email component allows you to send an email campaign to your contacts at a specific stage in their workflow. It can be a welcome email, offer, ...
Process Components
Workflow Process Components Overview What are the different types of processes available in Workflow? The Process section has two types: Flow Control: Random Split, Merge. Conditions: Simple Condition, Multi-Way Condition, Email Activity. Random ...
Trigger Components
Understanding Triggers What is a trigger? A trigger is the starting condition that initiates the workflow. It defines when and why a contact should enter the workflow. Triggers act as the entry point of any workflow. Without a trigger, the workflow ...
Managing Workflows
What are the different workflow reports available, and what do they track? Contact-based report This tracks the number of contacts who have entered, exited, re-enrolled, and achieved the goal within the overall workflow. Message-based report The ...