Key features of Zoho Campaigns

Key features of Zoho Campaigns

Zoho Campaigns is an email marketing tool that helps businesses communicate better with their customers. It allows you to create professional looking email campaigns, send them to the right audience at the right time, and track how they interact with your emails. For example, who opens them, clicks on links, and so on. You can also automate follow-up emails so messages are sent at the right time without manual effort.
In addition to email, Zoho Campaigns supports SMS marketing, making it easier to reach customers through multiple channels. It integrates smoothly with other Zoho and third-party applications, helping you manage contacts, campaigns, and marketing activities from a single platform saving time and effort.
Some of the key features available in Zoho Campaigns are:

Contact management 

Import contacts to your Zoho Campaigns account via file upload, integrations or APIs.
Manage contacts by grouping them into list and segments based on their interests, purchase behavior, demography, campaign engagement, and so on. You can also assign topics to contacts so that they receive only relevant information.
You can also grow your contact list using pre-designed sign up forms that can be customized to suit your requirements. You can add them to your website to collect information from new contacts.

Use case:

Sam runs a small online store that sells kids clothing. After subscribing to Zoho Campaigns, he imported the list of his existing contacts to Zoho Campaigns as a spreadsheet. He then grouped his customers based on their purchase behavior and how they engaged with previous emails. Topics are then assigned, such as 'Offers', 'New Arrivals', or 'Product Updates', so customers receive only the type of information they are interested in. He also added a signup form to his website, allowing new visitors to choose the topics they want to hear about. This helped Sam grow his contact list and send relevant messages to the right audience with minimal effort.

Email templates and design 

  1. You can choose from an array of professionally designed email templates across different categories including newsletters, welcome and thank you emails, festival wishes, event announcements, and so on.
  2. The drag-and-drop template editor lets you easily customize email content within seconds that too without requiring any coding.
  3. All the templates available in Zoho Campaigns are responsive and optimized to look great on different devices and screen sizes, ensuring your emails display well everywhere.
  4. If you are comfortable with coding, you can use the HTML Code Editor available in Zoho Campaigns to design a campaign from scratch.
  5. In case you have an email template ready in a different tool, you can bring it into your Zoho Campaigns account using the Import/Upload HTML option.
Notes
Note: 
Once your email campaign is ready: 
  1. You can send test emails to your team members to see if your email is working fine. 
  2. You can use the Preview option to see how your email will look on computer and mobile screens.

Use case:

To send his first email campaign, which is a monthly newsletter, Sam chose a pre-designed email template from Zoho Campaigns. Using the drag-and-drop editor, he quickly added product images, updated the text, and customized the layout without writing any code. Since the templates are already optimized for mobile and desktop screens, Sam didn't have to worry about how the email looks on different devices. He could create a professional-looking email in just a few minutes.

Content personalization 

  1. You can use the Dynamic Content element available in the template editor to show different content in the same email. This element works based on recipient details such as location, interests, or past activity, making each email feel more relevant to the person receiving it. For example, customers living in different cities can see store offers or event details specific to their location than a generic content.
  2. Merge tags can be added to the email content to automatically add personal details like the recipient’s first name, company name, or city into the email. This makes your emails feel more personal instead of generic.
  3. You can also personalize your email subjectline using merge tags to add the personal touch and grab recipient's attention and increase email opens.

Use case:

In his newsletter, Sam added Dynamic Content so customers in different cities see products that can be delivered to their location within 24 hours of placing the order. He also used merge tags to automatically include each customer’s first name in the email content and subject line. This made the emails feel more personal, helped grab attention, and increased the chances of customers opening and engaging with his emails.

Schedule campaign 

Once you draft an email campaign, Zoho Campaigns lets you schedule them to be sent out at the right time. The scheduling options available are:
  1. Fixed time and time zone – Choose a specific date and time, and the campaign will go out to everyone at once.
  2. Send in batches – Break your audience into smaller groups and send the email in batches, which can help manage server load and improve deliverability.
  3. Recipients’ time zone – Perfect for global audiences, ensuring each recipient gets the email at the same local time, no matter where they are.
  4. Recipients’ optimal open time – Uses past engagement data to deliver the email when each contact is most likely to open it.

Use case:

When his newsletter was ready, Sam scheduled it based on the recipients' time zones rather than sending it immediately. He set it up so that all the recipients would receive the email at 10am depending on their time zone. This way, emails will not land in their inboxes at odd hours, resulting in them missing out the emails, drastically dropping email opens, clicks and ultimately leading to less purchases.

Reports 

  1. Zoho Campaigns gives you both campaign-based (top five, last five, yearly report, etc) and list-based reports (contact data, yearly report, etc).
  2. You can track how your campaigns have performed including email opens, link clicks, bounces, unsubscribes and so on.
  3. You can also see the countries from where your contacts have opened your email and on what devices.
  4. You can analyze these insights to improve future campaigns and get better results in the long run.

Use case:

After sending his campaign, Sam checked the reports to see how it performed. He looked at how many customers opened the email, clicked on links, or unsubscribed. He also noticed that most of his emails were opened on mobile devices and that many opens came from specific countries. Using these insights, Sam adjusted his future campaigns to be more mobile-friendly and focused on the regions that showed higher engagement, helping him get better results over time. He also tried to understand what could be done to improve campaign performance in places where it was not performing well.

A/B testing 

  1. You can use the A/B testing feature to create two versions of an email by changing elements like the subject line, sender name and email address, and email content including call-for-action button or CTA. This helps you understand what your audience responds to better.
  2. After testing the best version of campaign that performed the best in terms of opens and clicks and can be sent to the rest of your contacts, helping you get better results from your campaign.

Use case:

When Sam had to send an email to promote a limited time sale, he wanted to ensure that the campaign performed well. He used the A/B testing feature to create two versions of the same email and experimented with the subject line. He sent both versions to a small group of customers to see which one received more opens and clicks. Once the better-performing version was identified, Sam sent that version to the rest of his contacts, helping him get better engagement from his campaign.

Email automation 

  1. Workflows in Zoho Campaigns is a go-to solution to automate repetitive tasks, such as sending purchase follow-ups, subscription reminders, updates on abandoned cart, welcome emails when a new contact signs up, and so on.  
  2. You can set up automated emails using workflows that send emails to contacts based on their actions like opening an email or clicking a link.
  3. By automating emails, you can also ensure that the right message reaches the right audience at the right time, helping you stay consistent with the efforts to build a lasting connection with your contacts.

Use case:

When a customer bought a product, Sam used workflows to send a follow-up email a few days later to collect feedback and suggest related products. He also set up a workflow that triggered an email when a customer left items in the cart without completing the purchase. This helped him build better customer relationships and improve his sales.

Campaign calendar 

  1. View all your scheduled and completed campaigns in one place, making it easy to point out your previous and future campaigns.
  2. Maintain appropriate gaps between campaigns so the you don’t bombard your audience with too many emails.
  3. Prepare your email content, images, audience segments, and CTAs in advance, helping you stay organized and save time.
  4. Track campaign dates and review their performance later to understand which campaigns worked well and which did not.
  5. Identify periods when you send more campaigns or fewer campaigns, helping you plan better for busy or slow times.
  6. Understand which sending frequencies get better engagement and which ones may lead to lower opens or unsubscribes.

Use case:

To remain connected with his customers, Sam sends regular emails to them, new product updates, kid’s outfit ideas, and so on. He uses the Calendar in Zoho Campaigns to plan and organize these emails. By doing this, he noticed that two emails were planned too close to each other. He rescheduled one of them to maintain a proper gap so customers would not feel overwhelmed. He also kept a close look at the calendar to compare campaign dates and performance, which helped him understand which days and sending frequency worked best.

SMS Marketing 

  1. You can send SMS campaigns using Zoho Campaigns’ own SMS gateway to the USA, Canada and India.
  2. You also have the option to integrate many third-party sms service providers with Zoho Campaigns to send SMS to different countries, helping you manage your email and SMS marketing efforts from one single platform.
  3. After sending the SMS campaigns you can analyse the reports to see how each campaign has performed.

Use case:

Sam uses the SMS campaigns feature in Zoho Campaigns to send updates about order confirmations and delivery alerts to his customers. He also uses SMS campaigns to inform customers about limited time sales, for example, when there is a limited period offer. He uses Zoho Campaigns’ own SMS gateway to send SMS campaigns to his contacts in the USA, and for customers in other countries, he connects a third-party SMS service provider to reach them easily. He also closely monitors the SMS campaign reports to understand what works and does not.

Integrations 

  1. Integrate with other Zoho apps including Zoho CRM to easily sync contacts and customer data across your Zoho ecosystem.
  2. Connect with third-party apps you already use so that you can seamlessly bring in information, reducing manual work and saving time.
  3. Connect with e-commerce platforms like Shopify and Zoho Commerce to send purchase follow-ups, abandoned cart reminders, and so on.

Use case:

Since Sam is running an online kid’s store, he uses a few other tools along with Zoho Campaigns. He integrates his Zoho Campaigns and Zoho CRM accounts so customer details are automatically synced and always up to date. He also connects his Shopify account, which helps him to send abandoned cart reminders to his contacts.

Email deliverability and compliance 

  1. Zoho Campaigns follows data privacy and compliance rules across different regions to keep your email communication safe and trusted.
  2. You can authenticate your sender domain using SPF, DKIM and DMARC in Zoho Campaigns so that your emails land in inboxes rather than spam folders.
  3. Your email campaigns will also be reviewed by Zoho Campaigns’ Content Compliance and Manual Moderation teams to ensure your campaigns follow email best practices, comply with regulations, and are safe to send to recipients.

Support

Whenever you feel stuck or are unable to figure something out while using Zoho Campaigns, we are always here to help you. You can:
  1. Reach out to the Zoho Campaigns Support Team by dropping an email to support@zohocampaigns.com
  2. Browse through our help documents and faqs to quickly understand features, step-by-step instructions, and troubleshoot common problems on your own.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit

                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsFormstack alternativeEncrypted Forms

                              Wufoo alternativeSecure Forms

                              TypeformWCAG

                                All-in-one knowledge management and training platform for your employees and customers.

                                            Create. Review. Publish.

                                            Write, edit, collaborate on, and publish documents to different content management platforms.

                                            Get Started Now




                                                              You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                  Manage your brands on social media


                                                                    • Desk Community Learning Series


                                                                    • Digest


                                                                    • Functions


                                                                    • Meetups


                                                                    • Kbase


                                                                    • Resources


                                                                    • Glossary


                                                                    • Desk Marketplace


                                                                    • MVP Corner


                                                                    • Word of the Day


                                                                    • Ask the Experts


                                                                      Zoho Sheet Resources

                                                                       

                                                                          Zoho Forms Resources


                                                                            Secure your business
                                                                            communication with Zoho Mail


                                                                            Mail on the move with
                                                                            Zoho Mail mobile application

                                                                              Stay on top of your schedule
                                                                              at all times


                                                                              Carry your calendar with you
                                                                              Anytime, anywhere




                                                                                    Zoho Sign Resources

                                                                                      Sign, Paperless!

                                                                                      Sign and send business documents on the go!

                                                                                      Get Started Now




                                                                                              Zoho TeamInbox Resources





                                                                                                        Zoho DataPrep Demo

                                                                                                        Get a personalized demo or POC

                                                                                                        REGISTER NOW


                                                                                                          Design. Discuss. Deliver.

                                                                                                          Create visually engaging stories with Zoho Show.

                                                                                                          Get Started Now








                                                                                                                              • Related Articles

                                                                                                                              • An extensive view of Campaigns App in iPad

                                                                                                                                The Zoho Campaigns app is available on both iPhone and iPad. The flow and functionality of the app is similar on both devices, despite the fact they use different operating systems (iOS on iPhone and iPadOS on iPad). However, thanks to the larger ...
                                                                                                                              • Bot filter in Zoho Campaigns

                                                                                                                                The bot filter enhances the accuracy of email marketing metrics by differentiating and filtering out the bot-generated activities. This ensures that your email reports show genuine user interactions, giving you specific insights into the performance ...
                                                                                                                              • Email marketing with Zoho Campaigns

                                                                                                                                Email marketing is a way to communicate with a large audience using emails. These emails can be used to stay in touch, share information about your products or services, and build good relationships with your audience. Businesses also use email ...
                                                                                                                              • API Key

                                                                                                                                An API Key is a token that is used to authenticate requests to access our APIs. Alternatively, it is a unique code that helps the developers interact with the data and functionalities of Zoho Campaigns Email API. It is similar to OAuth 2.0 access ...
                                                                                                                              • Migrating to Zoho Campaigns

                                                                                                                                Moving to a new email marketing platform is an exciting transition that promises better growth and conversions. However, the process of migration may be a daunting task for marketers as they will have to acclimatize to the UI, features, and ...
                                                                                                                                Wherever you are is as good as
                                                                                                                                your workplace

                                                                                                                                  Resources

                                                                                                                                  Videos

                                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                  eBooks

                                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                  Webinars

                                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                  CRM Tips

                                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                                    Zoho Show Resources