Sync Settings - Zoho Campaigns to Zoho Recruit
Configure your sync settings to keep all of your campaigns and contacts updated across both applications. You can push campaigns to Recruit to update contacts and campaign member status.
To configure your sync settings,
- Log in to Zoho Campaigns.
- From the Navigation toolbar, select Contacts and click Sync Services.
- Under Zoho Recruit, click Active Syncs.
- Go to Settings tab and click Edit beside Campaigns to Recruit Settings.
- In the Push Zoho Recruit reports to Campaigns section, you may do the following,
- Update fields with empty values - When this option is enabled, values of mapped fields that are deleted from Zoho Recruit will be updated and deleted from Zoho Campaigns as well.
- Update deleted contacts - Enable this option to update and remove the contacts from Zoho Campaigns that are deleted from Zoho Recruit.
- In the Push Campaigns reports to Zoho Recruit section, you may do the following,
- Create Campaign in Zoho Recruit - Enable this option to push email campaigns created in Zoho Campaigns to Zoho Recruit.
- Update Campaign Member Status in Zoho Recruit - Enable this option to update the status of campaign members, such as opens, clicks, and bounces in Zoho Recruit.
- Update Opt-out Contacts – Enable this option to update the opt-out contacts in Zoho Recruit who has unsubscribed from Zoho Campaigns.
- Push Member Status as Fields in Zoho Recruit - Enable this to push the status (opens, clicks, bounces) of the most recent five campaigns to a custom text area field of Contact or Candidate's details page. (Fields selected under Push Member Status will get updated with the email campaigns report and will overwrite the pre-existing data.
- Push Member Status as Fields in Zoho Recruit (Email Campaigns) - Enable this to push the status (opens, clicks, bounces) of the most recent five campaigns to a custom text area field of Contact or Candidate's details page. (Fields selected under Push Member Status will get updated with the email campaign's report and will overwrite the pre-existing data.)
- Push Member Status as Fields in Zoho Recruit (Autoresponders) - Enable this to push the status (opens, clicks, bounces) of the most recent five messages to a custom text area field of Contact or Candidates' details page. (Fields selected under Push Member Status will get updated with the autoresponder's report and will overwrite the pre-existing data.)
- Click Save.
Note: Before pushing your campaign status to CRM, make sure you have created a multi-line field exclusive for Campaigns status in Contacts or Leads module.
Use Cases
How do I update unsubscribed contacts in Zoho Campaigns as opt-out records in Zoho Recruit?
To update unsubscribed contacts go to Campaigns to Recruit Settings and select Update Opt-out. This will update the opt-out in Zoho CRM for those contacts which were unsubscribed from Zoho Campaigns. (Only for records synced with Zoho Recruit).
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