Workflow
Instant Workflow
Use the instant workflow to perform actions on your contacts instantly, whenever a defined condition is satisfied. User scenario Jane has an online store for antiques. Contacts join her mailing list through the signup form embedded in her website. To ...
Time-based Workflows
Use the time-based workflow to perform actions on your contacts at a specific time. You have the option of triggering this workflow either once or at regular intervals. In conditional workflows, you can send emails only once to your contacts in the ...
Activity-based Workflow
This workflow's trigger is based solely on contact activity. These are pre-definable workflows that can be invoked for any entity, including signup forms, campaigns, and more. User scenario 1 Jane has embedded signup forms in her website, blog, and ...
How do contacts get skipped in your workflow components?
You successfully set up a workflow from scratch, then activated it. Unfortunately, some of your contacts have not been added to it. This may have you pondering over why and how this could have happened. This guide will take you through the most ...
How does cyclic trigger work?
This is a recurring trigger where contacts enter the workflow based on the conditions specified in the trigger. This trigger will only be scheduled after you activate the workflow and reset when you freeze it. When you reactivate the workflow, it ...
Edit an active workflow
Using Zoho Campaigns, you can edit your active or running workflows. Currently, you can only edit workflow processes and actions. How to edit an active workflow From the Navigation toolbar, select Automation and click Workflows. Select the active ...
How can you use email response to get contacts who have clicked or not clicked on links in your emails
Email response lets you enable actions for contacts to perform based on their responses to emails sent to them. So what happens to those contacts who've opened but not clicked on any links in your emails? This guide will help you configure the email ...
How to use email response to identify contacts who've opened or not opened their email
With email response, you can enable actions for contacts to perform based on how they respond to emails sent to them. In this guide, we'll help you configure the email response process to assemble a list of contacts who've opened their email and a ...
How to set up a workflow for contacts who've not opened and not clicked on a link in their email
Effective communication in a business relies on how your contacts react to your emails. We often need to create a list of contacts who've not responded to the emails sent to them. With workflows, you can identify such contacts. Upon receiving this ...
Manage topics in your Workflows
Topic management allows you to send emails related specifically to the topics your contacts have subscribed to. As a result, your contacts will receive relevant emails containing content that they are interested in. Let's say you have a business with ...
How does email response work?
The email response component allows contacts to enter workflows based on their responses to emails sent to them. The email response action is in the Send Email and A/B Test components of the workflow. To use the email response action , simply enable ...
How does email activity work?
The email activity component allows contacts to enter workflows based on their previous email actions in an email campaign. You can choose an email campaign through which contacts can enter this process. With this process , you can create new paths ...
How to create an automated workflow?
A Workflow is an automation tool that lets you create unique processes based on your business requirements. With workflows you can create various paths your customers can take based on set conditions in each process. In Zoho Campaigns, we offer six ...
Workflow Reports
Upon creating a workflow and activating it, a report is automatically generated. Detailed reports about your contacts' journey through a workflow are provided in these reports. You can view three different reports about your workflow: Version-based ...
Manage workflows
Edit a workflow To edit a workflow in draft: From the Navigation toolbar, select Automation and choose Workflows. Select the intended workflow from the list view. This will open the workflow canvas, where you can make the necessary changes. To edit a ...
Manage Conditional Workflows
Zoho Campaigns offers three types of conditional workflows: Instant, Time-based and Activity-based workflows. Read our articles to learn how to create an instant workflow, time-based workflow and activity-based workflow. In this article, we will ...