Tip of the week 63- Know your contacts well with polls in Zoho Campaigns

Tip of the week 63- Know your contacts well with polls in Zoho Campaigns


Communication in its true form is characterised by feedback. In email campaigns there are a few avenues via which you can achieve this. Using polls in Zoho Campaigns is one such way. With polls enabled in campaigns, your contacts can interact with your emails and help you understand them well.

 

 

There are three types of polls available to be enabled in your email campaigns:

 

  • Basic poll
  • Rating based poll
  • Reaction based poll



 



 

Basic poll- 

 

Provide a question and allow the email recipients to choose from the options provided as answers. You can put up a minimum of two and a maximum of five responses. 

 

You can use this poll in campaigns sent in B2B communication. With the basic poll, you can initiate a straightforward feedback with the requisite words to back them.

 

You can ask your email recipients about the email content, sending time or any specific topic. A direct interaction via basic poll will enable you to gauge the preferences of your email recipients.

 

Real time scenario: You are interested to know from your contacts about the next topic of your email campaign. You post a question and ask them to choose from the topics you provide in the form of response options. Finalise the best topic based on the responses received from your contacts.



 

 

Rating based poll-

 

Enable rating based polls in your email campaigns and allow the email recipients to rate you based on the question provided. 

 

Rating based polls are very effective when you aim to allow your contacts to vote for a topic for your upcoming email campaigns. This type of poll will help you craft a more recipient oriented email campaign structure. 

With a minimum rating of 3 and a maximum of 10, you can provide adequate scoring options to your contacts.  

 

Real time scenario: You are curious to know how well your brand and its products are received by the people. You provide them with the necessary question, along with it, you allow them to respond by rating you. Where a score of 0 will denote displeasure and the highest score of 5 will denote extreme happiness. This will help you gauge how much your brand does resonate with your contacts.



 


Reaction based poll-

 

Adhering to more concurrent techniques, you can incorporate emojis in your poll and facilitate a more interactive feedback system. 

 

Emojis are often equated with reactions, and their implementation in B2C communication can be very effective. Alike rating based polls, reaction based polls are also determined by points, only here they are represented by emojis.

 

From a smiling face, angry face to thumbs up and etc, allow your recipients to tell you how they feel. Customise this poll accordingly and reach out to as many people as possible.

 

Real time scenario: One day you think of asking your email recipients whether they like the content they receive from you or not. You immediately incorporate reaction based poll in your email campaign. The different emojis will allow the recipients to express their reactions and help you learn more about their preferences.



 

 

Apart from polls, you can also utilize forms and survey based campaigns to measure your importance and relevance among your contacts.





Hope our tip helps you understand your contacts well.

Stay safe and stay connected. 



Regards,
Susmit Sen




      • Sticky Posts

      • Marketer's Space: Proven tips to improve open rates – Part II

        Hello Marketers! Welcome back to another post in Marketer's Space! We're continuing from where we left off a fortnight ago. We ended the previous post discussing the subject line, and we'll continue from there. Let's dive right in. Pre-header Pre-header

      • Tip of the week 03 - Sending emails in batches

        Today's marketers not only want their email marketing to be efficient, but also smart. For an email campaign, you may think you have all the essential elements for lead conversion—a big mailing list, an attractive template design, and the most-engaging message content, but after hitting the ‘send’ button, you may not get the expected conversions. Wondering why? Here’s one of the major reasons. Many marketers miss out on sending the email campaign the right way. Did you know that you should not be

      • Tip of the week 04 - Know about your recipients' 'prime open time.'

        In today's market, the importance of customer behavior is astounding, with a vast amount of research and resources going into finding how customers make decisions. The process of persuading your customers to open your email and click on your call-to-action becomes easy when you understand the psychology behind their behavioral traits. Time to turn into a psychologist! Let's get to the basics—you want your emails to resonate well with your recipients. So, what's the primary thing involved here? It's

      • Zoho Campaigns Expert Diaries on SoundCloud, Spotify, Apple Podcasts, and YouTube

        Hi email champs,  As email marketers, we find great lessons in each other's works—be it the subject lines that worked good, the design that was received well, or the CTA that had the maximum clicks. Email marketing encompasses a wide variety of topics spanning everything from creation and design to development and deliverability.  Here's when we from the Zoho Campaigns team found the need to build an email marketing community comprising of seasoned marketers and email geeks who can help each other

      • Email Deliverability Tip #3: Seal the deal with the preheader

        In the last post, we learned about the subject line. Today we'll be learning about the preheader. A preheader is the short text that follows the subject line in an email. The preheader is designed to hint at what your email message is all about. A good preheader should act as a second subject line and convince your contacts to open the email. Now, let's learn the best way to craft a preheader. Your subject line and preheader should work together and accurately convey the gist of your email. Keep

        • Recent Topics

        • Introducing Product Catalog in Bigin

          Greetings, I hope all of you are doing well. For many small businesses, sharing products and collecting customer interest often involves multiple tools, manual follow-ups, or even building a full ecommerce website. To address this challenge, we're excited

        • Products in Email Template

          I’m a little confused as to how to add the listed products, from within a specific deal, to an email template. I want to generate said email template when a deal reaches a specific stage and include the products that have been selected for the deal in

        • Option for - CSV Export from Pipeline Deals by Stage (Including Products, Companies, and Contacts)

          I would like to know when we will be able to export a simple CSV file from pipeline deals, with the option to select a specific stage within the pipeline. This export should include data for products, companies, and contacts, all in a single view. For

        • Zoho Billing Partial Proration...

          Hi, In Zoho billing, we offer upgrades, downgrades, suspends, and resumes. We use online payment for most subscriptions, but have only a few that are offline, but we treat them the same either way.. We prorate only parts of these changes.. Right now zoho

        • Announcing Zoho Sheet desktop app for macOS and Windows (Beta)

          Hello Sheet users, We know you’ve been waiting for this one. It has always been the top priority on our roadmap to provide a single native desktop app for macOS and Windows that works both online and offline. Today, we are excited to announce that the

        • What is the maximum length/size of a presentation on Apple TV?

          Hello, I have a presentation here that I regularly show on Apple TV. It’s always the same presentation, which keeps getting longer and more extensive over time. Almost every slide contains a graphic or photo that takes up the entire slide. That means:

        • CRM Notes

          Hello, We want to add a Note to the Contact record when a Note is added to a Case or Deal. I wasn't able to do this using a workflow, so I tried using Zoho Flow, but that didn't work either. Does anyone have a suggestion on how we can accomplish thi

        • Zoho Books | Product updates | April 2026

          Hello users, Welcome to our April 2026 product updates roundup! Highlights include profit margin for sales transactions, insights in reports, recording deposits from undeposited funds in banking, and faster production workflows with improved assembly

        • Sorter View No Longer Works Properly

          Today I realized that sorter view no longer works properly. I believe just yesterday, I was able to drag a slide or a group of slides and move it/them to the place I want to move it/them to. While I was dragging, I got a visual feedback of where I could

        • Ignroe_filtrers and drill through

          I have two charts, where one is connected to the other using drill-through. The issue is with the second chart (the drill-through target). It contains an aggregation formula that uses the ignore_filters function. Under normal conditions, the formula works

        • zoho creator panel add formula

          Hello. I'm using zoho panels which works good for me but i need to add an extra calculation the predefined sum function provided by zoho. not sure if this is possible? The code zoho is generating for the sum is as follows; <text margin='0px' padding='0px'

        • Kaizen #238: Fetching Employee Data from Microsoft SQL Server into Zoho CRM Using Queries

          Hello everyone! Welcome back to the Kaizen series! Many organizations manage workforce data such as employee designations, contact details, salary bands, and joining dates in an HRMS backed by Microsoft SQL Server, while their sales teams work in Zoho

        • Du prompt à la production : comprendre le fonctionnement du MCP

          Le Model Context Protocol (MCP) est un protocole ouvert qui standardise la manière dont les applications se connectent aux modèles de langage (LLM). En termes simples, le MCP est le « USB-C des agents IA » : une interface universelle qui relie l’intelligence

        • Add Flexible Recurrence Options for Meeting Scheduling in Zoho Cliq (e.g., Every 2 Weeks)

          Hello Zoho Cliq Team, We hope you are doing well. Currently, when scheduling a meeting inside Zoho Cliq, the recurrence options are limited to Daily, Weekly, Monthly, and Yearly. There is no ability to set a meeting to occur every X weeks — for example,

        • filter on sheets mobile (iOS, iPadOS) does not work

          re-posting this as a question because reporting as a problem netted zero responses... I have this issue on every spreadsheet, whether imported or created natively in Zoho Sheets. I can use on desktop without issue: but on iOS the filter dropdowns are

        • Inactive License for free account.

          I recently upgraded my Cliq subscription not my team (on the free version), are unable to login to their accounts. The error message received is Inactive License Looks like you have not been covered under the current free plan of users. Please contact

        • Zoho Books recurring invoicing link to a Zoho CRM Deal?

          With the Zoho CRM Finance Integration setup, normally when creating an invoice via Zoho CRM Finance Integration on a Deal, it creates the invoice in Zoho Books with the CRM Deal *Potential link for that invoice. Alternatively, if you create the invoice

        • No background for video recordings, no playback speed, can't even playback longer recordings - have to download…

          Hi. We utilize heavily video messages on Slack, but wanted to migrate to Cliq with Zoho One, however very basic yet very frequently used feature is missing: backgrounds for video recordings and playback speed. We were not happy with Slack's 5 minute limits

        • Introducing PDF conversion in Deluge

          Hello everyone, We're pleased to introduce built-in PDF conversion capabilities in Deluge with the launch of the convertToPDF task. As PDF is one of the most widely used formats in professional environments, this task helps streamline document generation

        • Changing naming convention for Estimates

          Hi there, How do I customise the naming of the filenames for estimates when sending them? Currently they are named literally just ES11.PDF or whatever the number of the estimate is. There is no Company name, description of the work, customer name, date

        • Email templates for estimates

          Hi there, When I send an estimate the option to choose a template appears. However it is common to need to make some minor personalizations and modifications to the email before sending ie. adding a second person to the greeting, or adding a small note

        • How to transfer uploaded files from Zoho Survey to external systems?

          Hi everyone, I'm currently integrating Zoho Survey with an external system and have run into a limitation I haven't been able to solve yet. I'm using webhooks to send submitted survey data (JSON) to my external API, which works perfectly for all standard

        • On Duty Requests - Zoho People Data

          Hello Team, We are currently using the On Duty Form to record Work From Home (WFH) requests in our organization. However, we are facing an issue where pending On Duty requests are not appearing in the Attendance Module. For example, if I submit On Duty

        • Editing Estimates

          Hi team, How do I delete line items in an estimate when editing it? I can't see any option to do this - no X, no trashcan, no drop down... And how do I revert to the original estimate after cloning? I cloned to see if the option to edit were disabled

        • Reading emails sent from Zoho

          Hi there, How do I view an email sent from Zoho, for example an email which contains an estimate? I can see there is a tab in the screen for that estimate which is labelled 'Emails' and I can see a summary of the email sent listed there, but I cannot

        • Feature Request: Mass update selected Contacts to Accounts

          I can't believe this isn't an ability already. It's a quick fix that would save hours of manual entry time. This looks like it had been requested 3-4 years ago with no answers from staff! Please add all contact fields into the "mass update" menu. You

        • Support Bots and Automations in External Channels

          Hello Zoho Cliq Team, How are you? We actively use Zoho Cliq for collaboration, including with our external developers. For this purpose, external channels are a key tool since they work seamlessly within the same interface as all of our other channels

        • How To Implement an Auto-Check-out Feature for Attendance?

          If an employee forgets to check out, the system should automatically check out the employee at 6:30 PM

        • Set Default Status of Assembly to "Assembled" When Entered in UI

          I've just discovered the new "confirmed" status of Assemblies within Inventory. While I understand the intent of this (allowing for manufacturing planning and raw material stock allocation), it was initially confusing to me when manually entering some

        • Sender Email Configuration Error.

          Hello Team, Hope you are all doing well. We are in the process of creating the Zoho FSM environment in the UAE. When we try to add the sender email address “techsupportuae@stryker.com”, we receive the error message: “Error occurred while sending mail

        • Share saved filters between others

          Hi, I am in charge to setup all zoho system in our company. I am preparing saved filters for everybody, but the only one can see its me. How can others see it? Thanks

        • Webinar Alert: Learn how to decode your landing page performance with analytics

          Every click, scroll, and drop-off tells a story. Are you listening? Join our Landing Page Analytics webinar to understand how data can reveal what’s working and what’s costing you conversions. In this session, you'll discover The most important metrics

        • Campaign Status Field in CRM

          I'm wanting to create a custom view in CRM that shows all those who have recently hard bounced in past campaigns so we can clean up the database. An old Zoho article said it was possible, but I don't see the option to push campaign status field to CRM,

        • Zoho Forms for Vertical Studio Subscriber Organizations

          We’re excited to introduce the Zoho Forms integration with Vertical Studio. This allows you to capture data using forms and send it directly to your Vertical Studio modules. With this integration, form submissions can be used to create or update records,

        • Zoho Flow not handling Boolean properly

          Hi, I have a checkbox in one system that I'm trying to sync with a checkbox in Zoho CRM. The value from the source system comes in as blank (unticked) or 1 (ticked). I've written the following custom function to convert the output to either boolean false

        • Printing invoice from creator using writer

          Hello. I have created my invoices using Zoho Writer and i'm sending data to them from Zoho Creator by selecting a row in a report and then clicking a button which has workflow connected to it to send the date to the invoice in writer. This is working

        • How to Initiate WhatsApp Message on SalesIQ?

          I've just activated a Business WhatsApp phone number through SalesIQ because of its touted omnichannel chat approach. Sounds exciting. I understand that when a customer sends me a WA message, I can reply to it on SalesIQ and keep the chat going, perfect.

        • i want to delete organization or tranfer ownership

          I accidentally created a Zoho organisation and now I cannot accept an invite from another organisation. I am the Super Admin and cannot leave. Please either delete my organisation or transfer ownership so I can leave.

        • Bulk upload images and specifications to products

          Hi, Many users have asked this over the years and I am also asking the same. Is there any way in which we can bulk upload product (variant) images and product specifications. The current way to upload/select image for every variant is too cumbersome.

        • Zoho FSM API Delete Record

          Hi FSM Team, It would be great if you could delete a record via API. Thank you,

        • Next Page