Add a survey to an email campaign

1. Choose Marketing Campaign s in the left panel, then select Email.
   
   
2. Click Create  in the top-right corner of the screen in the Email Campaigns list view.
   
   
3. Enter a campaign name and select a topic  for your campaign in the General Details section.
   
4. Click Next .
   

1. Note : Topics are information preferences your contacts select when signing up for your emails or what they choose later in the preference center. In this way, you can make sure your contacts receive the right information. While creating an email campaign, it's mandatory to select a suitable topic. This is to ensure only the contacts associated with the selected topic will receive your email. If there are contacts who have not been associated with any topic, you can associate them to the selected topic by checking the Map it to the selected topic box on the email configuration page.
   
5. Select Survey. Click Next .


6. Choose the platform where you're hosting the webinar you want to promote. You can choose either Zoho Survey or SurveyMonkey. Make sure the platform you choose has been integrated with your Zoho Marketing Automation account.
   
7. Click Next.
   
   

Using Zoho Survey

1. Click Connect. Learn more about the Zoho Survey integration.
   
2. Once your Zoho Marketing Automation account is integrated with Zoho Survey, s elect the name of the survey you want to promote from the dropdown list.
3. Click Next.
   

Using SurveyMonkey

1. Click Connect.
   
2. Click Continue. Learn more about the SurveyMonkey integration.
   
3. After integrating with your SurveyMonkey account, select the survey you wish to promote from the dropdown list.
   
4. Click Next.
   

Configure an email campaign

1. Click Add Recipient under the To section to select the contacts to whom you wish to send your email campaign.         
2. You can select the recipients by clicking either of the following options:
   
1. Lists - Various lists from your organization can be selected. Contacts in the lists will be added as recipients.
   
2. Segments - Various segments from your organization can be selected. Contacts in the segments will be added as recipients.
   
3. Tags - Various tags from your organization can be selected. Contacts associated with the tags will be added as recipients.
   
4. Custom - You can define your own criteria, and contacts that satisfy those criteria will be added as recipients.
   
3. Select your target audience from the dropdown menu. You can exclude specific contacts by turning on the toggle icon adjacent to the Exclude Contacts option. This lets you exclude contacts to whom you don't want to send the campaign.
4. Click Save.
   
5. Under the Subject section, click Add Subject to add a suitable subject line.
   
6. Enter a suitable subject for the email campaign. You can use merge tags to customize your message for each of your contacts by clicking the Personalize button.
7. Enter a suitable preheader line in the Preheader text field if you wish. You can enter a maximum of 150 characters in both the fields.
8. Click Save.
   
9. Under the From section, click Add Sender Details .
   
10. Enter the name and email address.
11. Enable the Use different Reply-To address toggle. Enter an email address to which you want to receive the 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. Now, the name and email address of the CRM lead owner who owns the contact will be filled in automatically.
   This feature is available only if your CRM account is integrated with Zoho Marketing Automation and the contacts are imported over a sync.
14. To add content to your campaign, click Add Content under the Content section.
    
15. You can design your campaign with the help of Template Gallery, Layouts, Build Your Own, or Sent Campaigns. After adding the content, click Save and Proceed.
    
16. To set a response action, click Set Response Action in the Response Action section. This helps you send responses automatically to recipients who have shown any activity, such as clicking a link, opening the email, or similar actions on the email campaign.
    
17. Set the criteria for the response action and click Save .
    

Info:

You can perform A/B testing in the configuration page to create and test two completely different versions of your campaign with a small section of your recipients. With that, you can send the version of the campaign that performs better to the remaining recipients. 

Conduct an A/B test

1. Enable the A/B Test toggle on the configuration page.
   
   
2. Configure the required settings like choosing the percentage , the test duration , and a winner metric.
   
3. You should also select an action to be performed if the results that emerge are inconclusive.
   
4. Click Save.
   
5. Navigate to the Variation B sub tab and create a new campaign. Here, you can perform the test against a completely different version or just the required part(s) of the campaign by enabling the Copy Variation A toggle present in each field—namely subject, sender, or content. 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 the email addresses to which you wish to send the test email. Click Send . You can send the test email to a maximum of five email addresses at a time.
   

Send an email campaign

1. Click Review and Launch  in the top-right corner of the configuration screen.
   
2. Configure when to send your campaign. You can send it immediately or schedule it for later.
3. Select Send immediately. Here, you can select any 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 strains on your server. To do this, you need a minimum of 200 contacts.
3. Optimal open time - Send your campaign at a time your recipients are likely to 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.
   


4. Click Send for Review.

Schedule an email campaign


To 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 . Apart from batch sending and optimal open time options, there's an additional As per recipient's time zone type, by which you can send the campaign at the desired time in the recipient's time zone.
5. Click Send for Review .
   

Note :

You can edit your email campaign before the scheduled time. Once the campaign is reviewed and approved by our content compliance team, it will be sent at the intended time. Reports will be available on the Reports tab, which shows analytics relevant to the campaign.