Integrating Zoho Campaigns with Zoho Desk | Online Help - Zoho Desk

Integrating Zoho Campaigns with Zoho Desk

Zoho Campaigns is an email marketing platform that allows organizations to create, send, and track email campaigns. By integrating Zoho Campaigns with Desk, businesses can view campaign details and perform other activities right within the ticketing software.

Setting up integration between Zoho Campaigns and Desk

Zoho Campaigns extension can be installed from Zoho Marketplace. The integration provides the following benefits:
  1. Users in Zoho Desk can view and follow all the campaigns that are created in the Zoho Campaigns account right inside Desk.
  2. Users can create mailing lists from the Desk account.
  3. Users can view the number of campaigns a customer is a part of within the customers ticket.
  4. Customers can be added to or removed from mailing lists from within the ticket.
  5. Desk contacts can be added to new or existing mailing lists.
Note: Only those users who have admin profile in Zoho Campaigns can authorize the extension.
To setup the integration
  1. Log into the Zoho Desk account with administrative privileges.
  2. From the Setup, go to Marketplace and click All.
  3. Search for Zoho Campaigns and click on it.
  4. In Zoho Campaigns, under General Settings, select the Departments who you want to access the integration.
  5. In Profiles, select the profiles that should have access to the integration.
  6. Check the Term of Use option.
  7. Click Install.
    You will be redirected to the Zoho Campaigns integration page.
  8. In the Successfully Installed pop-up, click Authorize.
    You will be redirected to the authorization page.

  9. In the Authorization page, click Accept.
    Zoho Campaigns extension for Desk will be successful installed.

Accessing Zoho Campaigns tab from Desk

Once the extension is successfully installed and authorized, a separate tab/module called Zoho Campaigns is added to the top panel.
In the Zoho Campaigns tab, campaigns and mailing lists will be displayed where users can perform following actions:
  1. Desk users can view all the campaigns created in the Zoho Campaigns account.
  2. Users can view all the mailing lists available in the Campaigns account in the Mailing Lists tab
  3. New contacts from Desk can be added in the Mailing lists.

Accessing Zoho Campaigns from Tickets

A Zoho Campaign icon is added within the tickets that displays the:
  1. Number of campaigns the particular contact was sent, opened, and clicked.

  2. Number of mailing lists the contact is associated with.
  3. Other mailing lists that are present in the Campaigns account. The contact can be added to any of these mailing lists. 

Working with the Zoho Campaigns tab

In the Campaigns tab, users can perform the following actions:
  1. View a campaign's status: percent delivered, opened, and clicked.
  2. Edit, clone or delete campaigns in the draft stage.
  3. Clone or delete campaigns that were already sent.
  4. View campaigns based on their status: draft, delivered, clicked, opened.
Note: You cannot create or send campaigns from Desk.
In the Mailing List tab, users can perform the following actions:
  1. View the mailing lists present in the Zoho Campaigns account.
  2. Create new mailing lists and associate contacts to it.
  3. View mailing lists for:
    1. Number of contacts it was sent to.
    2. Number of users that unsubscribed.
    3. Total number of bounces.
    4. Number of campaigns sent to the recipients in the mailing lists.
    5. Number of campaigns scheduled for the recipients.
  4. Add contacts to a mailing list.
  5. Edit or delete a mailing list.

Creating mailing lists

In the Zoho Campaigns module, you can create new mailing lists from the Mailing lists tab. The integration will allow the platforms to sync so the new mailing list will be displayed in the Zoho Campaigns account as well.

To create new mailing list
  1. Go to the Zoho Campaigns module and click the Mailing Lists tab.
  2. Click Create New Mailing List.
  3. On the Create Mailing List page, enter the Mailing List name and enter text that you want to be displayed in the email campaign footer.
  4. Click Add Contacts, select the Contacts, and click Add.
  5. Click Create.
    A new mailing list will be created inside the Desk.

Adding contacts to mailing lists

Contacts present in the Desk account can be added to the mailing lists.
  1. Go to the Zoho Campaigns module and click the Mailing Lists tab.
  2. Click on the desired Mailing list.
  3. Click Add contacts, select the Contacts from the list.
  4. Click Add.

Removing and associating contacts from mailing list within tickets

Once integrated, agents can view the number of campaigns a particular contact is a part of within the ticket. They can also find the mailing lists these customers belong to. If required, these customers can be removed from mailing lists as well. Likewise, the contacts can be associated with mailing lists as needed.

To remove contacts from the mailing lists
  1. In the Tickets tab, select the desired Ticket.
  2. Click the Zoho Campaigns icon from the lest panel.
  3. Click the Mailing lists tab.
  4. Go to the Associated lists tab and select the mailing list from where the customer needs to be removed and click Remove.
  5. In the alert message, click Remove to confirm.
To associate contacts to the mailing lists
  1. In the Tickets tab, select the desired Ticket.
  2. Click the Zoho Campaigns icon from the left panel.
  3. Click the Mailing lists tab.
  4. Go to the Other Lists tab, and select the desired mailing list.
  5. Click Associate.
  6. In the alert click Associate, to confirm.


    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


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        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 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







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Integrating WhatsApp with Zoho Desk

                                                                                                    WhatsApp is the world's most widely used instant messaging (IM) service app, with over 2 billion users. The ubiquity of this app is reason enough for businesses of all sizes to look at it as a channel for customer support. If your customers ...
                                                                                                  • Introduction to Zoho Desk

                                                                                                    Help Desk is a department in an organization that is in charge of providing the support needed by customers while using the company's product or a service. Customers contact the help desk when they have a question or a problem and a product expert ...
                                                                                                  • Integrating LINE with Zoho Desk

                                                                                                    LINE Messaging App LINE is the fastest growing instant messaging app in the world, bringing agents closer to their customers and end-users. Send free messages and make voice calls or video calls anytime, anywhere. LINE is now available on a variety ...
                                                                                                  • Integrating Zoho Desk with Zoho CRM

                                                                                                    Zoho CRM integration gives your sales and support teams a holistic view of your customers by maintaining a single customer and product database which is always in sync. For the integration, you must have Administrator privileges in Zoho Desk. Also, ...
                                                                                                  • GoToWebinar for Zoho Desk

                                                                                                    Webinars help give product demos and make a great tool for customer support. The GoToWebinar extension for Zoho Desk helps support agents explain their product efficiently through webinars, allowing them to resolve support tickets faster. With this ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

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



                                                                                                      eBooks

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



                                                                                                      Webinars

                                                                                                      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