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, reminder, follow-up, or any custom email you create.
Can opens be tracked for plain text campaigns?
For plain text email campaigns, a link click activity is considered as an open response. Therefore, opens will be tracked only if the links in the email campaign are clicked.
Plain text emails don’t support tracking pixels, which is why opens rely entirely on link clicks.
Why are my replies not tracked for the selected email campaign?
Replies can be tracked only for those email campaigns where reply tracking is enabled. Reply tracking must be enabled at the time of campaign creation to capture this activity.
Why can’t you select the reply action for a selected email campaign?
The reply tracking option needs to be enabled for the selected email campaign to track replies for the “Replied” email action. If you haven’t enabled the reply tracking option when creating your email, the reply action is disabled and won’t allow you to select it for this configuration.
Why can’t you select the link click/specific link click action for a selected email campaign?
If you’ve added any links in the email content of the selected campaign, you’ll be able to select the link click/specific link click email actions. When there are no links added to the email content, the link click/specific link click actions are disabled and won’t allow you to select it for this configuration.
What kind of emails can you send using this component?
You can send promotional emails, welcome emails, follow-ups, newsletters, product updates, re-engagement emails, and thank-you notes.
Can you send different emails to your list/segments in automation?
Yes. You can insert multiple Send Email components after using filters, conditions, or splits, so that each segment receives a relevant email.
What is the response toggle in the Send Mail component?
This toggle will create the paths to filter and segregate emails based on recipient activities like opens, clicks, replies, and skipped.
What is the difference between email activity and response toggle?
Once a contact enters the email activity, they follow the defined path. However, if they perform the expected email action (e.g., open or click), they can move through the response path at any time.
What is an email response process?
This process lets you enable an action for contacts to perform based on their responses to emails sent to them.
You can set up actions for contacts based on responses such as opened, replied, or clicked, moving them into different paths in the workflow.
How do you add an email response in your process?
- From the Navigation toolbar, select Automation and click Workflows.
- Click Create Workflow at the top-right and select a workflow template.
- From the left panel, drag and drop a trigger onto the canvas.
- Drag and drop the Send Email action from the left panel under the trigger.
- Click Create Message, create the email content, and get it reviewed.
- Enable the Response button.
- Select the responses contacts should have performed to enter the workflow.
- Click Done.
How does email response work?
Contacts will enter into additional processes of the workflow continuously, as and when they satisfy the selected conditions.
For example, if a contact first receives an email and later opens and clicks it, they’ll enter the corresponding paths each time the condition is satisfied.
Can the email response process be used for plain-text campaigns?
This workflow using email activity process cannot be created for plain-text campaigns because opens can’t be tracked for those campaigns.
A/B Test
What is the A/B Test component in Automation in Zoho Campaigns?
The A/B Test component allows you to send two versions of an email to different subsets of your audience to compare performance. By analyzing metrics such as open rates or click rates, you can identify which version resonates better. The better-performing email is then automatically used for the rest of the contacts in the workflow.
What exactly can you use to test in the A/B component?
You can test:
- Subject lines.
- Sender names.
- Email content.
How does the A/B Test work in automation?
Zoho Campaigns splits your audience into two groups (A and B), sends each group a different email, and automatically chooses the better-performing email.
You want to set up two different subject lines. How can you set that up?
Use the A/B Test component to create two email versions with identical content but different subject lines. Zoho Campaigns sends these versions to a small sample of your audience and measures performance based on open rates. The subject line that performs better is automatically selected and sent to the remaining contacts in the workflow.
Can you test two different call-to-action buttons?
Yes. Create two emails with the same layout but different CTA buttons and set the winning metric as the click rate.
You want to make sure your email performs before sending it to everyone. Can an A/B Test help with that?
Yes. Send the two test versions to a small percentage of your contacts and send the winning version to the rest.
Send SMS
What is the Send SMS component in Automation in Zoho Campaigns?
The Send SMS component lets you send automated text messages to your contacts during their workflow.
Do you need an SMS provider to use this component?
Yes. You need to integrate an SMS gateway provider or use Zoho Campaigns’ own SMS gateway. Once the SMS gateway is configured and verified, you can send automated SMS messages from your workflows seamlessly. This setup ensures reliable message delivery and allows you to include SMS as part of your multi-channel automation strategy.
What type of messages can you send using the Send SMS component?
You can send order updates, promo codes, event or webinar reminders, and short announcements.
Is SMS useful in combination with email?
Yes. SMS is perfect for quick follow-ups or reminders after emails, especially when open rates are low. It helps you reach contacts instantly with time-sensitive messages and reinforces important communication when emails go unnoticed.
Why would contacts be skipped from the SMS component?
Contacts must have a valid phone number, including the country code, saved in the mobile field. Contacts without this information will be skipped.
Productivity Actions
Add to List/Remove from List
What is the Add to List action?
This action adds the contact to a specified list. This is useful for grouping contacts based on their behavior or stage in the workflow, making it easier to target them with relevant follow-ups or future campaigns.
Why would you want to add contacts to a list in a workflow?
This helps you segment your audience, track them better, and use those lists for future campaigns or automations.
What is the Remove from List action?
This action removes the contact from a specified list. This helps keep your lists accurate by automatically removing contacts who no longer meet certain criteria. It’s especially useful for managing lifecycle-based lists, such as moving leads out of nurture or promotion-specific lists.
What is the Remove from List component in Automation?
The Remove from List component lets you remove a contact from one or more mailing lists automatically based on their actions or behavior.
Assign Tag/Remove Tag
What is the Add Tag action?
This action adds a specific contact tag to the recipients. This helps you label contacts based on their actions, interests, or workflow stage for better segmentation. Tagged contacts can then be targeted with personalized follow-ups or included in future automation and campaigns easily.
Can you assign the tags to the contacts within the workflow?
The contacts who are entering into the assign tags component will be assigned to the configured tags.
What is the Remove Tag action?
It removes a tag from the contact. This helps ensure that contact tags remain accurate as a contact’s status or behavior changes over time. It’s commonly used to remove outdated tags, such as Lead or Prospect, once a contact moves to a new stage in the workflow.
How do you remove tags using workflow?
Workflows have Remove from Tags components. The contacts entering the component will be removed from the configured tag.
Add Score/Subtract Score
What is the Add Score component in Automation?
The Add Score component is used to assign or increase a lead score to a contact based on their behavior.
Can you assign scores using workflow?
Yes. Using the Add Score component, you can assign scores to the recipients. Scores can be added based on actions such as email opens, link clicks, or form submissions. This helps marketers identify more engaged leads and prioritize follow-ups or handoffs to sales teams.
What is the Subtract Score component in Automation in Zoho Campaigns?
The Subtract Score component is used in workflows to reduce points from a contact’s score based on their behavior. This is useful when contacts show low engagement, such as not opening emails for a long period or skipping key interactions. By lowering scores automatically, marketers can keep lead qualification accurate and focus efforts on more active prospects.
Subscription Management
What is the Subscription Management component? And why is managing topic subscriptions important?
The Subscription Management component allows you to update a contact’s topic preferences automatically within a workflow. This helps ensure that contacts receive only the content they’re interested in, based on their preferences or actions. It also reduces unnecessary unsubscribes by letting marketers manage topic-level subscriptions instead of removing contacts entirely.
Update Field
What is the Update field component?
This component updates the field value for the contacts entering the component. It allows you to automatically modify contact details such as status, source, or any custom field based on their workflow stage. It’s commonly used to reflect lead progression, qualification status, or internal segmentation without manual updates.
Internal Notification Email
Can you notify a user with workflow actions?
Yes. You can use the Internal Notification Email component to notify a user with the workflow action. This helps keep internal teams informed when a contact reaches a key stage, such as submitting a form or achieving a score threshold. It’s especially useful for alerting sales or support teams to take timely follow-up actions without manual intervention.
What is the Internal Notification Email component in Automation?
The Internal Notification Email component is used to send an automatic email to your internal team members.
Exit from Workflow
What is the Exit from Workflow component in Automation?
The Exit from Workflow component is used to remove a contact from the workflow.
Can you stop a contact’s journey in a workflow?
Yes. Use the Exit from Workflow component.
Wait Time/Wait Condition
What is the Wait component?
The Wait component delays the next step until a condition is met or a specific amount of time passes.
What is the Wait Time component in Automation?
The Wait Time component allows you to pause a contact’s journey for a specific amount of time in the workflow.
What is the Wait Condition component in Automation?
The Wait Condition component pauses the contact in the workflow until a specific condition is met.
How is the Wait Condition different from Wait Time?
Wait Time always waits for a fixed duration. Wait Condition waits for a specific action or trigger.
Move to Another Workflow
What is the Move to Another Workflow component in Automation?
The Move to Another Workflow component allows you to transfer a contact from the current workflow to a different one automatically.
Can you move contacts from one workflow to another?
Yes. First, you can create the workflow you want to move the contacts to, and then use the Move to Another Workflow component.
Zoho CRM Actions
Push Data
What is the Push Data component in Automation?
The Push Data component allows you to send contact details from Zoho Campaigns to Zoho CRM.
What kind of data can be pushed to the CRM?
You can push fields like name, email, phone, lead scores, and even custom field data.
Create Task
What is the Create Task component in Automation?
The Create Task component automatically allows you to create a task in Zoho CRM for a contact or lead.
What kind of tasks can be created?
You can create tasks like “Follow-up call,” “Send demo link,” or “Schedule meeting.”
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