Exploring the Zoho Campaigns Workspace - Online Help | Zoho Campaigns

Exploring the Zoho Campaigns Workspace

In this article, we'll walk you through the Zoho Campaigns workspace and show you how to use every feature available to you as you prepare to send out email campaigns to all of your contacts.

Take a look at the screenshot below to see how your Zoho Campaigns workspace appears.

  1. Navigation Toolbar – This toolbar on the left side of the screen contains tabs for quick access to the various Zoho Campaigns features.
  2. Create New – Create new email campaigns, workflows, signup forms, social media posts, mailing lists, and lot more.

  3. Global Search - This enables a user to search for information across the entire product. The global search feature shows results that contain your search terms, then displays related data based on campaigns, lists, contacts, and more.
    Global search
  4. Feedback – Tell us how you feel about Zoho Campaigns.

  5. Subscription – This opens up the subscription plan menu. Here, users can upgrade to a suitable subscription plan that matches their needs. Learn how to manage your subscriptions.
  6. Favorites - Mark email campaigns, lists, templates, fields, and so on as favourites so that you can readily access them from this section. You can customize your favorites to appear in the order you like using the drag and drop option.

  7. Folders - Create folders to have immediate access to the various activities you've performed in your account.

  8. Calendar – Look up the calendar to mark important dates such as events, webinars and more. You can choose to view calendars of various countries by adding them to your calendar.

  9. Notification – Get notified about each and every activity taking place in your organization.
  10. Get Help – This is a quick link to access our help guides, knowledge base, blogs, and user community. We encourage users to start conversations in our user community and share their best practices for using Zoho Campaigns.

  11. Profile – Here you can view your profile information such as email address, user ID, and account info. Learn how to manage your profile.


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