Contacts
What's the difference between Basic and Advanced Segmentation in Zoho Marketing Automation?
In the pricing page of Zoho Marketing Automation, you may have come across the terms 'Basic segmentation' under the Standard plan and 'Advanced segmentation' under the Professional plan respectively and wondered what's the difference between the two. ...
How to search for contacts in Zoho Marketing Automation?
In Zoho Marketing Automation, you can quickly search for a particular contact out of thousands to access it, view its details, and make changes to it. To search for contact(s): From the Navigation Toolbar to the left, click Contacts and click View ...
How to update subscription type of existing contacts via import?
You may know that you can import contacts into your Zoho Marketing Automation account by either uploading a csv file from your computer or choosing the file from a cloud service. During this import process, you can also change the subscription type ...
Is there a limit to the number of marketing contacts that can be deleted?
Yes, there is a limit to the number of marketing contacts you can delete per organization in Zoho Marketing Automation. The limit is set at 100%. This is to ensure that the users don't needlessly delete and re-add their marketing contacts repeatedly. ...
Is there a limit to changing the subscription type of the contacts?
Yes, there is a limit to changing the subscription type of your contacts in Zoho Marketing Automation. This limit is present at an organizational level and is set at 300%. Before explaining about this 300% limit, there should be an understanding of ...
How to change subscription type of contacts from non-marketing to marketing?
It is possible to bulk update the subscription type of non-marketing contacts to marketing in Zoho Marketing Automation. You can do this in two ways – directly from the View Contacts module by using filter or by creating a Segment first. If you ...
What is the difference between deleting a contact and permanently deleting a contact?
Within the Contacts module, you can delete the contacts in two ways – either bulk deleting them or deleting an individual contact. If you bulk delete contacts, you'll see a pop-up requesting your confirmation of deleting these contacts. You'll see ...
How do I delete a contact permanently?
You can delete a single contact from its detail page permanently. To delete a particular contact from the contact details page: Click Contacts from the Navigation Toolbar to the left. Select View Contacts. Click on a particular contact to view its ...
How to add more than two email addresses for a contact?
In Zoho Marketing Automation, you can add up to two email addresses for a Contact. But there can be instances where you'd like to add more. In such cases, you can create custom fields for the contacts and specify the email address in those fields. To ...
How to filter contacts based on their birthday?
In case you're looking for a way to filter contacts based on their date of birth to send specialized birthday offers and campaigns, you can easily do so. You must ensure that the Date of Birth field is filled in for the contacts. From the Navigation ...
How to create a segment from within the view contacts module?
If you quickly need to create a segment of a particular advanced filter that you're performing in the View Contacts module, that can be done easily. To do so: From the Navigation Toolbar to the left, click on Contacts and select View Contacts. Click ...
How to filter contacts based on their country?
While there are smart filters that you can use in the View Contacts section, if you're looking for something specific, you can use our advanced filters. For example, if you want to filter the contacts originating from a specific country, that can be ...
How to create a new folder and move some of my lists to that folder?
In Zoho Marketing Automation, it is possible to compartmentalize your lists into different folders. You can also do the same for segments, lead generation reports, signup forms, signup pop-ups, and landing pages – the procedure would be the same in ...
How to add a secondary email address for a contact?
In addition to having an email address for a contact, it is possible to have another email address. To do so: From the Navigation Toolbar to the left, click on Contacts and select View Contacts. Click on a contact to go into its detail page. Click on ...
What is E.164 format?
E.164 is a numbering plan followed internationally to ensure each device on the Publicly Switched Telephone Network (PSTN) has a globally unique number. Its important to follow the E.164 format when importing contacts to your Zoho Marketing ...
Can I score contacts based on website activities?
You can assign scores to your contacts for the activities they perform in your websites, such as downloading an e-book, clicking a particular link or button, or reading a particular blog. You can define your own activities and score your contacts ...
How to setup field based scoring?
Select Contacts and choose Lead Qualification from the Navigation Toolbar to the left side. Click the Plus icon + in the Field Based Scoring section or click Configure Scoring. Provide an Identifier for the scoring. Define the field and its value, ...
What campaign activities can be considered while scoring a contact?
Zoho Marketing Automation provides you with an array of email campaign activities that can be used to score your contacts. Any contacts with your target score can be considered marketing qualified. Here are all of the email campaign activities your ...
What is lead classification?
Lead classification refers to the process of ranking your contacts based on their readiness to buy your product. This way, you can distinguish between high potential and low potential contacts. There are three default classifications of contacts in ...
Can I delete a default lead stage?
You cannot delete a default stage. However, you can disable it by using the toggle switch located to the right of a default stage. When you disable a default stage, you can move the leads associated with the stage to any stage you wish to using the ...
What are lead stages?
Lead stages lets you group your contacts according to their engagement with your product and their inclination to convert. The stats related to lead stages is displayed in the Zoho Marketing Automation. There are five default lead stages in Zoho ...
What are tags?
Tags are labels that you add to a group of contacts so that you can sort, search, categorize, filter, and segment them efficiently. You can add tags to contacts based on demographics such as location, revenue, age or company size, scores etc. When ...
Why are topics associated with contacts instead of lists?
Each contact may have multiple preferences. This means associating a contact with relevant topics is an easier and more efficient way of organizing and storing the contact preferences.
What is a list key?
List key is used to add contacts to a mailing list via API method. It is used as an authentication parameter and represents the mailing list you're trying to access. Please check here to know more about list management API.
What are criteria based lists?
Zoho Marketing Automation allows you to create criteria based lists to aid in effective contact organization. You can create a list and define the conditions to be met for a contact to get added to the list. This way, you can automatically create ...
Why aren't group email addresses accepted while importing?
Zoho Marketing Automation restrict the import of group email addresses such as info@zylker.com, support@zylker.com, admin@zylker.com,and help@zylker.com. These email addresses have a high probability of email getting landed in the spam folder.
Why are some of my contacts ignored?
There are a few reasons why you may see some contacts excluded from your list: Issue Type Reason Troubleshooting Bounced Mail was undeliverable to the contacts or the email address doesn't exist. Only hard bounced contacts will get ignored. If its a ...
What is subscription type in Zoho Marketing Automation?
Subscription Type can be used to identify the current stand of contacts to decide if it is the right time to send them email campaigns, as well as whether they want to receive email campaigns. There are three types: Marketing: These contacts are ...
What are a few points to avoid for a smooth import of contacts from csv files?
Points to avoid in csv file while importing contacts are: Missing “@” symbol – For example, "jane.doegmail.com" is missing the “@” symbol. Missing "." – For example, "Patrick@yahoocom" is missing the period. Spacing in File – This could be due to the ...
What are a few important tips to remember while importing contacts from excel files?
Tips to remember while importing the excel files: Column headers should not exceed 255 characters. File size should not exceed 30 MB. Avoid using hyperlinks in email addresses. Add email addresses under the appropriate column headers only. When ...
I was able to create a Tag when in the trial version, but even though I have moved to the paid plan, I cannot create Tags anymore. Why is that?
This could be because you would have subscribed to the Standard plan of Zoho Marketing Automation. In this plan, you cannot create Tags. You should at least be in the Professional plan to use it. Please check our pricing page to learn more about the ...
How to add Contacts to Zoho Marketing Automation from third-party services?
There are a few ways of doing this: 1. You can have the list of Contacts in a spreadsheet file in your computer or cloud and manually import them using the Import option available in the View Contacts section or 2. You can use our Lead Subscribe API ...
Why are the imported contacts marked as skipped?
Zoho Marketing Automation uses a Zero-bounce validation mechanism to evaluate the legitimacy of the Contacts. This mechanism checks if the email ID of the Contacts is active and has a valid inbox. If these criteria do not meet, those leads will be ...
Why am I not able to create a Tag?
The Tags feature is available from the Professional plan in Zoho Marketing Automation. If you are in the Standard plan, you would not be able to make use of it unless you upgrade at least to the Professional plan. Please check our pricing page to ...
What is the difference between Lists and Segments?
Lists are static in nature, whereas Segments are dynamic. The criteria set on the List will fetch only the existing contacts to the List. Whereas, the criteria set on the Segment will fetch both the existing and newly added contacts. To expand ...
Why are new Contacts entering into my Zoho Marketing Automation account not visible on the List that meets the criteria?
The List in Zoho Marketing Automation is static in nature. Hence, the criteria set for the list will pull only the existing contacts on your Marketing Automation account when you initially create a List. When creating a Contact, if you leave the List ...