Migration to the new Topics version - Online Help | Zoho Campaign

Migration to the new Topic version

We've updated our Topic management system and implemented some important changes, such as the following:
  1. Contacts are maintained at the organization level. In the old version, it was mandatory to add contacts to a list.
  2. When contacts choose to unsubscribe, they will be unsubscribed from the organization.
  3. Your contacts will be mapped with the default topic "Marketing".
If you've already configured topics in your organization then
  1. The existing topics will be seamlessly migrated to the new version.
  2. If the contacts choose to receive certain email campaigns on certain topics, they can do so under Manage Preferences.  
  3. Emails will be sent to contacts associated with the selected topic. The email will only be delivered to contacts associated with a topic.
  4. A mailing list can contain contacts mapped to different topics.
For a better understanding of Topics and the changes associated with this update, please read this document.
Note: You need to migrate to the new Topics version before migrating to the new Zoho CRM sync setup.

How to migrate to the new Topics version

  1. After logging in to your Zoho Campaigns organization, click the red Action Required button in the top bar.
  2. Click Migrate now in the window that appears.



  3. Alternatively, go to Contacts and click Manage Topics. You'll see a yellow banner in which you can click the Migrate now button.



  4. Read through all the changes that will happen in the latest version carefully to be prepared. Click Proceed.

During the migration

Please note that once you begin the migration, the following things will be true:
  1. New Topics cannot be created during migration.
  2. Mailing lists involved in the migration will be locked during the migration, which means email campaigns can't be sent and bulk operations can't be performed.
  3. Consent Emails already configured will be stopped.
  4. All Topics will be enabled after migration by default.

Best practices for topic creation   

  1. Classify topics under relevant products or brands. This will provide better clarity to your contacts while subscribing.
  2. The topic name should be simple and clear. You can come up with interesting ways to name them, but the names should not be misleading.
  3. Add a brief description for all of your topics. This helps your contacts understand exactly what the topic covers.
  4. You can create lists for internal use and classification of contacts. Avoid creating topics for such purposes.
  5. Maintain a minimum number of topics under each brand. It helps your contacts to manage their preferences easily.
Note:
It is recommended to not have the same name for topics and mailing lists for the following reasons:
  1. Lists are for internal use, whereas topics will be viewed by your contacts. The name of the topic should explain the purpose and context of emails that you'll send.
  2. The same name for topic and a mailing list might confuse you.

Assign topics to existing contacts  

  1. From the Navigation Toolbar to the left, click Contacts.
  2. Click All Contacts.

    all contacts

  3. Select the necessary contacts by clicking the checkbox present to the left of each contact.
  4. Click Assign Topics under More Actions.

    assign topics

  5. Select the topics to be associated with the selected contacts and click Save.

    assign topic
Click here to learn how to associate your contacts with suitable topics. 


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