You can set periodic sync of candidates and contacts between Zoho Recruit and Zoho Campaigns on a daily, weekly and monthly basis.
The default criteria pattern is ''( ( ( ( ( 1 and 2 ) and 3 ) and 4 ) and 5 ) and 6 )'' if you choose all six criteria. However, you can choose between the operators 'AND' or 'OR' between the conditions. If you wish to change the position of the parentheses, click the link Change pattern to edit the pattern.
Can I use the same view for multiple syncs?
Yes, you can use the same view for multiple syncs.
To sync records from the Job Openings module,
Remember that the converted candidates will be ignored in all further sync you create irrespective of the module you choose. So, you cannot add those contacts as contacts in any of your Campaigns' mailing lists.
Jane initiates a sync "Interview" and syncs 50 contacts to mailing list "Zylker". Later, she enables Update Deleted Contacts and Exclude email opt-out records options from Advanced Settings for the sync.
Basic fields like email address, first name, and last name are mapped by default. You can map other fields according to your requirement by clicking on Map more. You can edit or delete a mapped field by clicking the respective icon displayed beside the mapped field.
You can re-map or map more fields for your sync settings by choosing the Edit Mapping in the Edit drop down.
You can edit the retrieval details such as retrieve interval, data to be retrieved and sync contacts configuration by choosing the Edit Retrieval Details in the Edit drop down.
To sync all data:
Use this option to get a detailed history of the contacts synced from Zoho Recruit to Zoho Campaigns. You can see this in the detailed view of the sync.
|Total Contacts||Contacts imported/synced in a single fetch.|
|New Contacts||Contacts added to the Campaigns organization.|
|Re-added Contacts||Contacts already deleted in Campaigns account but now added again.|
|Duplicate Contacts||Contacts already present in some other mailing list of Campaigns account.|
|Ignored Contacts||Contacts are not added to the mailing list.|
|Deleted Contacts||Contacts deleted in Books account and getting updated in Campaigns as well.|
Contacts are ignored during the import if they fall under one of the following categories,
|Bounced||Contacts bounced from recipient's mailing list in campaigns that were sent previously.|
|Do-Not-Mail||Contacts moved to Do-Not-Mail registry by other users/contact.|
|Group Email(s)||Contacts having a role/group email address. For e.g. info@, administrator@, careers@, service@, support@, etc.|
|File Duplicate(s)||Contacts present more than once in the file.|
|Invalid Pattern||Contacts with an invalid pattern; e.g. patriciazylker.com, email@example.com|
|Empty email address||Contacts whose email address field is missing.|
When do I change my ZSC key in Zoho Campaigns?
You need to change your ZSC key in Zoho Campaigns under these two scenarios,
You can regenerate your ZSC (Zoho Service Communication) key by copying the ZSC key from your Zoho Recruit account and pasting it in your Campaigns account.
To change your ZSC key,
1. I am updating my ZSC key in my Zoho Campaigns account. Will it impact on existing sync status?
Yes, the change will deactivate the existing syncs. In such cases, you need to activate all syncs manually. Once you regenerate the ZSC key, all previous syncs will become inactive, and you will need to enter the new ZSC key in your Zoho Campaigns account to activate the periodic syncs.
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