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Update : This feature has been revamped. For the most current information and improved functionalities, please visit the updated version here.


Dear Marketers,

 

We're excited to announce a new feature designed to enhance the accuracy of your email campaign analytics: bot filtering. This feature helps you filter out bot-generated opens and clicks, ensuring your campaign reports reflect genuine recipient engagement.

 

What are bot clicks? 

Bot clicks are actions performed by automated software, not humans. These programs often scan emails for security threats like viruses or malicious links. As a result, they can inflate your engagement metrics by showing multiple clicks from a single contact, even if no one actually interacted with the email.

 

Why bot filtering matters 

Bot-generated activity can distort your campaign performance metrics. Our bot filtering feature helps you eliminate this noise, providing a more accurate picture of your audience's engagement.

 

Key features of bot filtering

  • Easy toggle: Enable or disable bot filtering with a simple switch in Settings > General Settings.

  • Accurate reporting: When enabled, bot filtering automatically excludes bot activity from your campaign reports, offering clearer insights.

  • Transparency: A visual indicator in your reports shows whether bot filtering is active, ensuring full transparency in your data analysis.


How it works

Default setting: Bot filtering is initially turned off to include all opens and clicks in your reports.

By leveraging bot filtering, you can gain a more accurate understanding of your email campaign performance and make data-driven decisions with confidence. 


NotesNote: To provide more granular insights, we're incorporating detailed bot data into our email campaign reporting. This will empower users to monitor performance closely and take informed actions.Due to the simultaneous development of report handling improvements, we have revised the anticipated release date. You can expect this release to go live by Jan 2025.


Here's how to enable the bot filtering option in Zoho Marketing Automation.

Step 1: Bot filtering option

Locate the Bot Filter link under Settings > General settings.



Step 2: Toggle the bot filtering option

In the Bot Filter setting, click the bot filtering toggle to enable the feature.



When you enable this option, a pop-up will appear to confirm your decision. Click enable to activate this feature, which will be applicable to all upcoming campaigns.

Step 3: Enable/disable the option

Filter enabled: If the bot filter setting is enabled, all bot opens/clicks will be excluded from email campaign reports and overall reports.

Filter disabled: If the bot filter setting is disabled, all bot opens/clicks will be included in email campaign reports and overall reports.


Here's how you can see it in the campaign reports, When the bot filter setting is disabled 




When the bot filter setting is enabled




Info
Note
  • Open rates may decrease when the bot filter is enabled.

  • Follow-up actions, such as journeys and response action components, will not be triggered by bot interactions.

  • Campaigns that have already been sent or are in progress will not be affected by new changes. We'll roll this update out in two weeks, and after that, users might notice an increase in opens and clicks, as the bot filter will be disabled by default.

  • We'll examine the bot settings when sending the campaign.

  • Please note that Apple Mail Privacy Protection (MPP) opens are not currently filtered in this update.  We are working on a solution to handle Apple MPP opens and will provide another update soon.

For example, if a user disables bot filtering before sending a campaign but re-enables it afterward, the email campaign report will still reflect bot-related activities. This occurs because the settings were disabled at the time the campaign was sent

Bot filter option when campaign was sent

Bot filter option after the campaign was sent

Bot-related activities in campaign reports

Enabled

Disabled

Excluded

Disabled

Enabled

Included


Step 5: Pop-up confirmation to disable bot filtering

You'll see a pop-up while disabling bot filtering.


We're here to help

As always, our support team is ready to assist you with any questions you may have about bot filtering or any other feature in Zoho Marketing Automation.

We're confident that bot filtering will provide you with more reliable insights and enable better decision-making and more optimal marketing strategies.

Happy marketing!

Best regards
Zoho Marketing Automation Team

4 utilisateurs aiment cette annonce.
32 Réponses
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18 plus

Hello All, 

Thank you for the replies.

I appreciate your patience and continued interest in the upcoming bot filtering feature for Zoho Marketing Automation as well as for Zoho Campaigns. We understand that this feature has been highly anticipated, and we are committed to delivering it to you as soon as possible.

During our testing phase, we encountered some challenges that required us to temporarily put the rollout on hold. However, our teams have been working tirelessly to resolve these issues and ensure the feature meets our high standards.

I am pleased to inform you that we are making significant progress and anticipate rolling out this feature by the end of February 2025. We appreciate your understanding and support as we work towards delivering a robust and reliable solution.

Hope this helps. Please feel free to drop an email to support[at]zohomarketingautomation[dot]com for further clarifications.

Regards, 

Jeshua Edward
Zoho Marketing Automation

  • il y a 10 jours

Hi everyone, just wanted to let you know that the feature discussed in this post is now live! You can read all about the updates and how to use them here. We appreciate your patience and feedback, and we hope you find these improvements helpful!

  • il y a 10 jours

We do not see this in our General Settings of Marketing Automation - how do we force this upgrade ?

  • il y a 10 jours

Image to prove it...

nobot.jpg
nobot.jpg42 KB
  • il y a 10 jours


  • il y a 10 jours

Hello Jed,

Thank you for your comment.

Kindly navigate to Settings >> Marketing Channels >> Email >> Bot Filter. Please find the link for our recent post on bot filtering for more details,

Enhancing Data Accuracy: Bot Filtering & Apple Mail Privacy Protection Compliance



Hope this helps. Please feel free to contact us for any further assistance.


Regards,
Nagaraj S 
Zoho Marketing Automation


  • il y a 10 jours

Not there either 

Hello Jed,

Thank you for the comment.

The bot feature was updated recently and would not have been displayed due to cache. Hence, kindly clear the cache in the browser and then check the outcome.

Hope this helps. Please feel free to drop an email to support[at]zohomarketingautomation[dot]com for further clarifications.

Regards,

Jeshua Edward
Zoho Marketing Automation

  • il y a 10 jours

Yep per my note below, resolved.  Thanks

Also - how do we get this activated on the Campaigns side?

Hello Rich,

Thank you for the reply.

Currently, this feature is rolled out only for Zoho Marketing Automation, but our team is working on updating the same for Zoho Campaigns as well. We will update the same once it is rolled out.

Hope this clarifies. Please feel free to drop an email to support[at]zohomarketingautomation[dot]com for further clarifications. 

Regards,

Jeshua Edward
Zoho Marketing Automation

  • il y a 10 jours

Ok for all parties that might see this, in Marketing Automation we do see this now...the push must have just taken a bit longer to hit our MA platform.  Looking forward to validating this HUGE FEATURE !  THANKS ZOHO !!

Hi, team

Since this feature was activated, email reports take a long time to load, and this happens with all sent campaigns. How can I solve this problem?


Hello Juan,

Thank you for the reply.

As an error is displayed while fetching the reports of the campaign, we have sent an email to you email address requesting for additional information. We request you to reply to the email, so that we can check it. 

Looking forward to assist you. Please feel free to drop an email to support[at]zohomarketingautomation[dot]com.

Regards,

Jeshua Edward
Zoho Marketing Automation

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