Add an event to an email campaign

1. Choose Marketing Campaigns in the left panel, then select Email.
   
   
2. On the Email Campaigns page, click Create at the top-right corner of the screen.
   
   
3. On the General Details page, enter a campaign name and select a topic for your campaign.
   
4. Click Next .
   

1. Note : Topics are information preferences selected by your contacts at the time of sign up or in their settings. By selecting a topic for your email campaign, you can make sure your contacts receive the information they signed up for. This also ensures that only the contacts associated with the selected topic receive your emails. If there are contacts who have not been associated with any topic, you can associate them with the selected topic by checking the box Map it to the selected topic on the email configuration page.
   
5. On the Type page , select Events.
6. Click Next .
   
7. Choose the platform where you're hosting the event you want to promote. You can choose either Eventbrite or Zoho Backstage . Make sure that the platform you choose has been integrated with your Zoho Marketing Automation account.
8. Click Next .
   

To use Eventbrite

1. Click Connect.
   
2. Click Continue . Learn more about the Eventbrite integration here.
   
   
3. On the Create a Campaign page , select the event name from the dropdown menu and click Next .  

To use Zoho Backstage

1. Click Connect .
   
2. On the Zoho Backstage Sync Setup page, select the organization to integrate, the event to sync, and the topic (optional) from the provided dropdown menus.
   
3. Click Initiate. Learn more about the Zoho Backstage integration here.
   
4. On the Create a Campaign page, select the event to be promoted from the dropdown menu and click Next .
   

Configure an email campaign

1. On the Configuration page, click  Add Recipients  in the To section.  
   
2. You can select recipients from the existing Lists, Segments, and Tags options, or define your own recipient criteria with the Custom option.
   
3. Select your target audience from the dropdown menu. You can exclude specific contacts by turning on the Exclude Contacts toggle.
   
4. Click Save .
   
5. In the Subject section, click Add Subject .
   
6. Enter a suitable subject line for the email campaign (up to 150 characters). You can use merge tags to customize your message for each of your contacts by clicking the Personalize button.
   
7. Optionally, enter a suitable line in the Preheader text field (up to 150 characters).
   
8. Click Save.
   
9. In the From section, click Add Sender Details.
   
   
10. Enter the sender's name and email address .
    
11. Enable the  Use different reply-to address  toggle. Enter the email address that will receive replies to this email campaign.
    
12. Enable the Track replies toggle to track your replies.
13. Click Save .

1. Note : If the contact was imported from Zoho CRM, you can personalize the sender details by clicking the Personalize button. This way, the name and email address of the CRM lead owner who owns the contact will be filled automatically.
   This feature is only available if your CRM account is integrated with Zoho Marketing Automation and the contacts are synced.
14. You can design your campaign with the help of the Template Gallery, Layouts, Build Your Own, or Sent Campaigns tabs. Once you're finished, click Save and Proceed .
15. Optionally, click Set Response Action  in the Response Action section. This helps you send responses automatically to recipients who have interacted with your campaign (link clicked, email opened, etc.).
    
16. Set the criteria for the response action and click Save .
    

 Info :  You can perform A/B testing on the Configuration page, where you create and send two different versions of your campaign to a small number of recipients. You can then send the best-performing version to the remaining contacts.

Conduct an A/B test

1. On the Configuration page, enable the A/B Test  toggle.
   
   
2. Configure the percentage, test duration, and winning metric settings, and select a variation to send if the results are inconclusive.
   
3. Click Save.
   
4.  Navigate to the Variation B sub-tab and create a new campaign. You can perform the test against a completely different version, or keep certain parts the same by enabling the Copy Variation A toggle in the subject, sender, and content fields. Once you enable this, the data in Variation A will be copied to the Variation B campaign.

Send a test email

1. Click Test email once you've designed your content.
   
2. In the Select email address field, enter up to five recipient email addresses. Click Send.

Send an email campaign

1. Click Review and Launch  at the top right corner of the Configuration screen.
   
2. Select Send immediately to choose from one of the following:
   
1. Send now: Send your campaign right now.
2. Batch sending : Segment your contacts into smaller batches and send your campaign at specified time intervals. This controls your website traffic and prevents potential strain on your server. To do this, your campaign needs a minimum of 200 contacts.
   
3. Optimal open time: Send your campaign when your recipients will mostly likely open their emails. This will be calculated based on past open time patterns for each recipient. If an optimal open time is not found for a recipient, your campaign will be sent immediately.
   
3. Click Send for Review .

Schedule an email campaign

1. Click Review and Launch in the top right corner of the Configuration screen.
   
2. Select Send later .
   
3. Select the date, time, and time zone to schedule the campaign.
   
4. Select a schedule type. You can send the campaign at a fixed time, in accordance with recipient time zones, in batches, or during the optimal open time.  
   
5. Click Send for Review.
   

Note : You can edit your email campaign any time before it is scheduled to send. Once the campaign is reviewed and approved by our content compliance team, it will be sent at the intended time. Campaign reports and analytics will be available in the Reports tab.