How to create an email campaign - Online Help | Zoho Campaigns

Create an email campaign

Email marketing is considered the simple and most effective method to reach out your leads and contacts. The best part is that the return on investment (ROI) is much higher than other marketing channels making it as the most affordable way of marketing.

To create and send an email campaign, you’ll go through following steps,
  1. From the Navigation toolbar, select Campaigns and choose Email Campaigns
  2. Click Create Campaign on the top-right and select regular campaign.
  3. Click the Edit icon on the top-left to name your campaign. Click Add to Folder to add the campaign to a folder if you want.

  4. Click Save after you enter the name.
  5. Select a topic for your email campaign.  Selecting a topic helps your contacts know exactly what they will receive from your newsletters. Some common examples of topics with a brief description are:
    • Product Updates (Getting your contacts started with your product and feature updates)

    • Latest news, offers, and discounts (To inform your contacts about promotions and advertisements related to any new offers, sales, or discounts)

    • Conferences and events (To inform your contacts about user conferences and promotional events about any upcoming features or new products)

    • Weekly Digest (To let your contacts know about weekly updates regarding the latest and upcoming features in your products)

  6. Click Add Subject. Enter the subject line and the pre-header text of the email and click Save.

  7. Click Add Sender Details and enter the sender name.

  8. Click Show reply-to details. Enable reply tracking, enter a reply-to address and click Save.

  9. Click Add Recipients to select the contacts who will receive this email campaign.

  10. Select either lists or segments and click Save. 
    select lists or segments

    select segments
  11. Click Exclude Contacts to exclude specific contacts from receiving the campaign.

  12. You can exclude contacts based on a campaign that you've sent to them previously or the mailing list in which they are in. Select the email campaign and / or mailing list and click Save.

  13. Click Create Content to design the content of your email campaign.

  14. Select a template from one of our options available :
    1. Basic Templates
    2. Pre-designed Templates
    3. Saved Templates

  15. Additionally, you can also choose to add content from :
    1. HTML Editor - Select this if you want to send your campaign with visual images and logos. The recipient of your campaign must be using a browser/email client and device that support this format. Learn the techniques to render your content properly on Outlook.
    2. Plain Text Editor - These are simple emails without images or logos. The purpose is to send your message without losing any content. Plain-text campaigns have a very high degree of deliverability (no lost content).
    3. Import / Upload content - With this option, you can import the HTML content for your email. You can browse and select the HTML file as well as any related images, and then upload them.
    4. Choose a recently sent campaign
  16. Add your content and Click Save and Next.

  17. You can send a test mail to view how the message will look in the recipients’ inbox. Click Send test email.
  18. Select email addresses to which you want to send your test email. You can select upto 5 email addresses and click the Send Test Email button.

  19. Click Inbox Preview to view how your email will look in different email clients and devices.
  20. Add a header and footer for your Campaign by clicking Change.
  21. If you want to promote your email campaign on various social media click Connect Account.
  22. Select the media where you would like to promote your campaign and click Save.

  23. Click Show Advanced Options to configure tracking, integrations and calendar for your email campaign.
  24. You can choose to track plain text URL, track URLs using Google Analytics and track video views in Wistia. Just enable the toggle button to start tracking.
  25. Click Configure to add this campaign as an event to your Office 365 Calendar.
  26. Configure response actions for those contacts who have responded to the email campaign.

  27. Finally, send your campaign for Review and Launch where you can send your email campaign for review and it will be sent instantly after the review is done.

  28. You can also choose to send the campaign at a later date. You can also send them in batches. If you choose to schedule your campaign, you will be given three options to send your campaign.
    1. Send it at a fixed time and time zone
    2. Send it at your recipient's time zone
    3. Send it at your recipient's optimal open time

    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

            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide

                        Still can't find what you're looking for?

                        Write to us:



                          Zoho Marketing Automation

                            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 SalesIQ Resources

                                                    Zoho TeamInbox Resources

                                                            Zoho DataPrep 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

                                                                                      • A/B Test Email Campaigns

                                                                                        A/B testing (also known as split testing) is a tool to help you compare two different versions of an email campaign. To run an A/B test, come up with two versions of an email, then assign equal traffic to both versions. Once the test period is over, ...
                                                                                      • Campaign Calendar

                                                                                        The calendar is a space where you can set reminders, and create draft campaigns for upcoming holidays or events. It already contains all major holidays by country and you can create private holidays for specific dates. You will be notified to create ...
                                                                                      • Target Marketing

                                                                                        Target marketing is a business strategy that involves understanding and grouping consumers based on their needs and preferences, identifying consumers whose needs can be met by your product/service, and then focusing your marketing efforts on those ...
                                                                                      • Adding comments to Email Campaigns

                                                                                        Posting Comments on an email campaign allows the recipients to provide feedback which can convert to a discussion in the long term. Zoho Campaigns provides a text box where users can submit comments for your email campaigns. You will be able to ...
                                                                                      • Why my email campaign is put on hold?

                                                                                        Every email goes through a review process where our moderator reviews it and ensures that your email meets our industry standards. Often, the emails are approved without any further questions from our end. However, if we need more information from ...
                                                                                      Wherever you are is as good as
                                                                                      your workplace



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


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


                                                                                        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