Associating a contact with a topic

Associating a contact with a topic

Topics are used to categorize your contacts according to their preferences, so that you can send them the right emails. You can configure multiple topics according to your requirements using the Topics feature in Zoho Campaigns.
 
After configuring the topics, you need to associate your contacts with the suitable topics. In this document, we'll cover how to associate contacts with the configured topics in the different modules of Zoho Campaigns.

Note: Click here to learn more about topic management in workflows.

Assign topics to existing contacts

You can assign topics to contacts that have already been added to Zoho Campaigns. You can manually select contacts and associate them, a list, or a segment with the suitable topics.

Associate topics with existing contacts

  1. From the Navigation toolbar, click Contacts.
  2. Click All Contacts.
    all contacts
  3. Select the necessary contacts.
  4. Click Assign Topics.
    assign topics
  5. Select the topics to be associated with the selected contacts and click Save.assign topics popup

Associate topics with existing contacts in a list

  1. From the navigation toolbar, choose Contacts and select Manage Lists.
  2. Mouse over the list, you wish to edit.
  3. Click the More icon, then click Assign Topics.
    Assign Topics
  4. A pop-up will appear where you can choose topics.
  5. Click the Save button to confirm.
    assign topics popup

Associate topics with existing contacts in a segment

You can associate one or more topics with a segment. 
  1. From the navigation toolbar, choose Contacts and select Segments.
  2. Open the segment you want to assign a topic.
  3. Click the More icon, then click Assign Topics.
    assign topics to segment
  4. Select the topics to be associated with the segment and click Save.
    assign topics popup

Associate topics with contacts

You can associate contacts with a topic while you are manually adding your contacts into Zoho Campaigns.
  1. From the Navigation toolbar, choose Contacts and select All Contacts.
  2. Choose Add Contacts, and then click Contact from the drop-down menu.
  3. Enter the basic details required in the given box.
  4. You can also add Custom Fields, More Details and Account Information by clicking related links. 
    add single contact
  5. Associate the contacts to a list by selecting the lists.
  6. Give the source of contact.
  7. Add Subscription type.
    select subscription type
  8. Associate contacts with the relevant topics and click Save.
  9. Click to enable the contact consent related checkbox. Click Add.

Associate topics with contacts during Import

You can associate contacts with a topic while you are importing your contacts into Zoho Campaigns.
  1. From the Navigation toolbar, choose Contacts and then All Contacts.
    all contacts
  2. Click Import.

  3. Click Select File.
  4. Choose a .csv or excel file by clicking the specified space.

  5. Add Subscription Preference. 
    subscription preference
  6. Associate your contacts with necessary topics. If you associate topics, you have to select the lawful basis of communication.
  7. Click to enable the contact consent related checkbox. Click Add.

Associate topics with contacts in Zoho CRM sync

You can associate contacts with topics when you are importing contacts using Zoho CRM sync. Select the topic to be associated when you are setting up the sync.
 
​To associate synced contacts with a topic:
  1. From the Navigation toolbar, choose Contacts and select Sync Services.
  2. Click New Sync, then choose the type of sync.
  3. Select the module and view for the sync.
  4. Select the topics to be associated with the records.
    crm sync setup

Associate topics with contacts in other sync services

Similar to Zoho CRM sync, you can associate contacts with topics when you are importing them from different sync services available in Zoho Campaigns. Select the topic to be associated when you are setting up the sync. 
To associate synced contacts with a topic, click the respective link.
  1. Zoho Docs
  2. Zoho Recruit
  3. Zoho Backstage
  4. Zoho Meeting
  5. Bigin
  6. Zoho Creator
  7. Zoho Invoice
  8. Zoho Contacts
  9. Box
  10. Dropbox
  11. OneDrive
  12. Google Drive
  13. Unbounce
  14. Evernote
  15. Eventbrite
  16. GoToWebinar
  17. Google Contacts
  18. HubSpot
  19. SugarCRM
  20. Salesforce
  21. MS Dynamics 

Associate topics with contacts in signup forms

You can associate your signup form with a topic. Contacts added through that signup form will be associated with that topic. 
To associate a signup form with a topic:
  1. Go to the Contacts tab from the Navigation bar and select Signup Forms.
  2. Click the Edit icon.
  3. Hover over Associated topic in the Forms section.
    associated topic
  4. Click the Edit icon.
  5. Select the topic and click Associate.

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