1. Choose the module for sync. You can choose Leads, Contacts, or custom modules.
2. Select the mailing list and any specific topics for the sync. Only pick topics beyond the default one if you have configured additional ones. 
3. Choose the subscription type: Marketing (for subscribers consenting to marketing emails) or Non-Marketing.
4. Enable Update empty field values to reflect any deletions or changes from your Vertical Studio subscriber data in the synced destination.
5. In Advanced Options:
1. Enable Exclude opt-out contacts to skip syncing subscribers who have opted out.
2. Enable Remove opt-out subscriber records to delete opted-out contacts from the synced list, keeping it clean and active.
6. Click Next. You will be taken to the field mapping screen. Basic details will be pre-mapped.
7. If you want to map additional fields, click Map more fields and map accordingly
8. Click Initiate to initiate the sync.

Once initiated, you can add a new sync from Zoho Campaigns:

1. Log in to your Zoho Campaigns account
2. Navigate to Contacts > Sync Services > Zoho Solution
3. Click +New Sync
4. Do the necessary configurations.
   

Note: Each Zoho Campaigns account can be connected to only one Vertical Studio subscriber account. If an account is already integrated, new setups will be restricted until the previous connection is removed.

Viewing and Editing the Sync

1. Navigate to Contacts > Sync Services > Solution.
2. Select the specific sync you want to view or update.
3. On this screen, you can:
1. Update the sync configuration
2. Modify field mappings
3. View sync details

Updating Field Mappings

Field mappings can be updated at any time after the sync is created. To add or change field mappings, open the sync details and click Map More Fields. This allows you to include additional data from the Vertical Studio subscriber account.

Viewing Sync History

The Sync History provides a detailed breakdown of each sync operation, including:

1. Total – The total number of contacts processed during the sync.
2. Added – New contacts added to Zoho Campaigns through the sync.
3. Updated – Existing contacts whose data was updated.
4. Skipped – Contacts that were not added due to one of the following conditions:
5. Duplicate Contacts – Contacts already present in Zoho Campaigns and re-encountered during the sync.
6. Ignored Contacts – Contacts that could not be added due to specific issues. Learn more about ignored contacts.
   

Pausing the Sync

You can pause an active sync at any time:

To pause a sync from Vertical Studio:

1. Log in to your Vertical Studio subscriber account.
2. Go to Setup > Marketplace > Zoho > Zoho Campaigns.
3. Locate the specific sync you want to pause.
4. Toggle the Status switch to Off to pause the sync.
   

To pause a sync from Zoho Campaigns:

1. Navigate to Contacts > Sync Services > Solution.
2. Select the specific sync you want to pause.
3. On the sync details screen, click Pause Sync.
   

Once paused, the sync will stop transferring data until manually resumed. Pausing a sync temporarily halts syncing for that specific configuration. The sync remains available and can be resumed at any time. No data or configuration is lost when the sync is paused.

Disable Integration

Disabling the integration unlinks all campaigns in Vertical Studio from Zoho Campaigns and stops all live data syncs for current and past campaigns. Additionally, all configured syncs (data sync rules and mappings) are permanently deleted and cannot be recovered.

Deactivate Integration

Deactivating the integration fully disconnects Vertical Studio from Zoho Campaigns. All active campaigns in the Zoho Campaigns layout are converted to offline campaigns in the standard layout. After deactivation, synchronized data will no longer be accessible within offline campaigns. Note that any unsent campaigns must be sent directly from Zoho Campaigns.

You can disable or deactivate the Zoho Campaigns integration directly from the Campaigns homepage in Vertical Studio. To do this, navigate to Setup > Marketplace > Zoho > Zoho Campaigns > Manage, then click Deactivate and choose either Disable or Deactivate based on your needs.

Troubleshooting and FAQs

Q: Why can’t I enable the integration?

Q: Why are some contacts skipped during sync?

Q: Can I use the same Zoho Campaigns account for multiple Vertical Studio accounts?

Q: Field mappings are not syncing correctly or some fields are missing. How can I fix this?

Q: Some contacts are skipped during sync, labelled as “Ignored Contacts.” What does this mean?

Q: Sync is not updating changes made in Vertical Studio. Why?

Q: Does this integration support two-way data sync?

Q: Are subscriber opt-outs and unsubscribe preferences respected?

Q: Can I sync custom fields and tags?