Creating Email Campaigns | Online Help - Zoho Marketing Plus

Creating Email Campaigns

Every marketing project involves different activities such as email campaigns, social posts, webinars, surveys, events, and SMS campaigns. These activities can be created for a marketing project from the Brand Studio.

Email campaigns

Campaigns in Marketing Plus offers the complete toolkit to meet your marketing needs from creating responsive designs to customizing messages and connecting with new customers. Campaigns can be created from the Brand Studio of a marketing project. You can create a Regular Campaign or an Advanced Campaign.
  1. Regular Campaign: This option lets you send an email campaign to a group of contacts or schedule it for a specific date and time.
  2. Advanced Campaigns: This lets you integrate with various applications to send email campaigns to your contacts. For example, you can integrate with Zoho Meetings to promote your webinars through email campaigns.

To create a regular email campaign

  1. Go to Brand Studio and select a Marketing Project.

  2. Click the + icon next to Activities.

  3. Hover over Email Campaigns and select Regular in the Create Activity pop-up.

  4. In the Basic Info stage:

    • Enter the Campaign Name, Subject, and Sender Name.

    • Select the Sender Address from the dropdown list.
      You can add a sender address by selecting Add Sender Address from the dropdown.

    • Select a Reply-to address.
      You can add a sender address by selecting Add Reply-to Address from the dropdown list.

    • Select the Personalize 'to-address' checkbox to include the recipient's name in the 'To' address.

    • Select the Marketing Project and specify the Expected Launch date.

    • Click Next.

  1. In the Content stage:

    • Select Saved Templates, Pre-designed Templates, or Basic Templates

    • Hover over the email template you want to use and click Select Template.


    • Modify the template in the template builder and click Save and Next.

    • Click Preview and Test to test the email campaign.

    • Enter the email address in the Test Email field and select the Send Email Type.

    • Click Send Test Email.

    • Click Next.

  1. In the Recipients stage:

    • Select the Mailing List.

    • Click Exclude Contacts to prevent contacts from receiving the email.
      You can exclude contacts based on Mailing Lists or Campaigns.

    • Click Next.

  1. In the Verify section:

    • Click Send Review to send the campaign to our compliance team for review.

    • Enable the Track URLs using Google Analytics or Track your video views in Wistia toggle switch in the Campaign Tracking section if required.

    • Specify Response Actions to be carried out automatically when a contact opens or makes a click in the campaign from the dropdown.

    • Specify Contact Scoring if required.

    • Verify the Subject and Sender, Content, and Recipient details. You can click Edit to modify the information.

    • See how the email content looks in various email clients and devices by clicking Start Litmus Test.

    • Select Character encoding and Header and footer theme from the dropdown list.

    • Click the Office 365 icon to add the campaign as an event in your Office 365 account.

  1. Once the campaign has been approved by the compliance team:

    • Click Send Now to launch the campaign right away.

    • To schedule a campaign:

      • Click Select a Schedule Type.

      • Click Set Time and Zone and select the date and time you want to schedule the campaign for.

      • Click Set Time to launch the campaign in the recipient's time zone and specify the date and time.

      • Click Set Date and Time to launch the campaign at the Recipients' optimal open time and specify the date and time.
        The campaign will be sent within the next 24 hours at the time they are likely to open it. If a recipient doesn't have an optimal time, then the email campaign will be sent at the specified date and time.

    • Click Create Batches to send the campaign in batches at specific intervals.

    • Select the Batch, Interval, Date, and Time and click Schedule.


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