Follow-up campaigns - Online Help | Zoho Campaigns

Other Campaign Activities

Chain Campaign

A chain campaign allows you to retarget the recipients of previously sent campaigns, based on their opens or unopens. Chain campaigns are not restricted to just one follow-up campaign, you can create as many campaigns as you want, in order to achieve the desired results.

Campaigns that have had chain campaigns created for them will be denoted by a chain symbol. Clicking on this symbol will display all the chain campaigns created for that particular campaign.

chain campaign
Why should I send a chain campaign?
  • To reach out to unresponsive subscribers
  • To boost your open rates
  • To focus more on the qualitative leads

Create a chain campaign

To create a chain campaign:
  1. From the  Navigation  toolbar, choose  Campaigns , and select  Email Campaigns .
  2. Click the campaign that you want to create a chain campaign for.
  3. Click  View Report .
  4. Click  Send Follow-up  in the top-right.
  5. Under chain campaign, select  For Opens  to send the email to opened recipients and  For Unopens  to send it to unopened recipients.
  6. Now proceed with the usual campaign creation flow.

View chain campaigns reports

To view the reports of a chain campaign:
  1. From the  Navigation  toolbar, choose  Report, and select  Sent Campaigns.
  2. Click the campaign that you want to see reports for.
  3. Click  View Chain Reports . The Chain Campaigns pop-up will list all the chain campaigns created for that campaign. You can also toggle between Opened and Unopened.
  4. Click  View Overall Report  to view a detailed report of the chain campaigns.
Note :
  • The concept of chain campaigns is applicable to all advanced campaigns except A/B campaigns.
  • While sending a follow-up for unopens, the option to clone the previous campaign content will be enabled by default. You can disable it if you want to.
  • Merge tags will not work in chain campaigns.

Child Campaign

A child campaign allows you to send a new email campaign to your recipients based on their actions in the parent campaign. Child campaigns are not sent as a sequence of emails like chain campaigns, but instead as a single email. You can also create a child for a child campaign. A child campaign is always denoted by a follow-up symbol.
Depending upon the recipients' actions, child campaigns can be classified into three categories:
  1. For Opened Recipients:  This sends an email campaign based on the parent opens.
  2. For Unopened Recipients:  This sends an email campaign based on the parent unopens.
  3. For Clicked Recipients:  This sends an email campaign based on clicks.
child campaign

Create a child campaign

To create a child campaign :
  1. From the Navigation toolbar, choose Campaigns  and select Email Campaigns.
  2. Click the campaign that you want to create a child campaign for.
  3. Click  View Report .
  4. Click  Send Follow-up  in the top-right.
  5. Under child campaign, select  Separate Opened  to send the email to opened recipients,  Separate Unpoened  to send it to unopened recipients, or  Clicked  to send it to recipients who have clicked links in the parent campaign.
  6. Now proceed with the usual campaign creation flow.

View child campaigns reports

  1. From the  Navigation toolbar, choose Reports, and select Sent Campaigns.
  2. Click the child campaign that you want to see reports for.
Note: Merge tags will not work in child campaigns.

Send to Other Lists

Forward Campaign allows you to forward the same email campaign to subscribers from other mailing lists. This saves a lot of time, as you don't have to create an email campaign from scratch.

Forward a campaign

To forward a campaign:
  1. From the Navigation toolbar, choose Campaigns , and select Email Campaigns.
  2. Click the campaign that you want to forward. 
  3. Click  View Report .
  4. Click   Send Follow-up  in the top-right.
  5. Under forward campaign, select  Other Lists .
  6. Now proceed with the usual campaign creation flow.
You can send a chain campaign or child campaign, or forward a campaign from the Reports tab as well.
  1. From the Navigation toolbar, choose Reports ,and select Sent Campaigns.
  2. Click the campaign of your choice.
  3. Click  Send Follow-up  on the top-right.
  4. Select the type of campaign:
    • Chain Campaign:  Select For Opens to send the email to opened recipients and For Unopens to send it to unopened recipients.
    • Child Campaign : Select Separate Opened to send the email to opened recipients, Separate Unopened to send it to unopened recipients, or Clicked to send it to recipients who have clicked links in the parent campaign.
    • Forward Campaign:  Select Other Lists.
  5. Now proceed with the usual campaign creation flow.

Clone Campaign 

You can copy the template/content of a campaign and reuse it by cloning the campaign. It saves time and you don't need to start an email campaign from scratch. To clone a campaign: 
  1. From the Navigation toolbar, choose Campaigns, and select Email Campaigns.
  2. Mouse over the campaign you want to clone, and click Clone .
  3. Enter the Campaign Name and Subject Line.
  4. Click  Save .
Now, your campaign is copied and saved in the draft mode. You may now edit it further, select recipients and send for email review.

Alternate method:
  1. From the Navigation toolbar, choose Campaigns ,and select Email Campaigns.
  2. Click the Campaign you want to clone.
  3. Click  More  on the top-right, and select  Clone  from the dropdown menu.
  4. Enter the Campaign Name and Subject Line.
  5. Click  Save .

Edit Campaign

  1. From the Navigation toolbar, choose Campaigns , and select Email Campaigns.
  2. Mouse over the campaign you want to edit, click More and select Edit .
  3. Now make the necessary changes, and proceed with the usual campaign creation flow.
Alternate method:
  1. From the Navigation toolbar, choose Campaigns, and select Email Campaigns.
  2. Click the Campaign you want to edit. 
  3. Click  Edit  on the top-right.
  4. Now make the necessary changes, and proceed with the usual campaign creation flow.

Delete Campaign

A campaign can be deleted only when it is in draft mode or after it has been sent.
  1. From the Navigation toolbar, choose Campaigns, and select Email Campaigns.
  2. Mouse over the campaign you want to delete, click More and select Delete
  3. Click  Go Ahead  to confirm deletion.
Alternate method:
  1. From the Navigation toolbar, choose Campaigns ,and select Email Campaigns.
  2. Click the Campaign you want to delete.
  3. Click  More  on the top-right, and select  Delete  from the dropdown menu.
  4. Click  Go Ahead  to confirm deletion. 
Note : Deleting a campaign will automatically delete all related reports.  

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