We have recently updated Topics in Zoho Campaigns. Please click here for the updated help document.

Learn more about how to integrate your Zoho Analytics and Zoho Campaigns.

Step 1: Sync Details

1. From the Navigation bar, select the Contacts module. Select Sync Services.
   
2. Click New Sync.
   
3.    
   
4. Enter the following details
   
1. Sync Description: Give your sync a name.
   
2. Database Name: Choose the database you want to sync with.
   
3. Table Name: Select the table with necessary contact data.
   
5. Choose which rows to import:
   
1. All Contacts: All contacts from your Analytics table
   
2. Criteria: Only contacts meeting the criteria you specify (e.g., Email isn't empty)
   
3. Mailing List Details: Select the mailing list in Zoho Campaigns to which you want to import the contacts.
   
6. Click Save and Continue.
   
   

Use cases

1. I have a Zoho Analytics query table, can I sync it with a Zoho Campaigns mailing list?

2. I want to sync contacts who attended the most recent event from a Zoho Analytics table into a mailing list in Zoho Campaigns. How can I do this?

Step 2: Map Your Fields

You can map fields of the table with your Campaign fields, choose a Analytics field and map it with the corresponding Campaign field. Mapping the email address field is mandatory. However, you can add custom fields from your table by checking the New Field option. You can edit or delete a mapped field by clicking the respective icon displayed beside the mapped field.

Use cases

I want to map the Product Category field from a table in Zoho Analytics. I cannot find it under the pre-mapped fields, how can I map it?

You can use the Map more option in the Mapping fields step during sync. Product category is not a default field in Campaigns, so you will need to add a custom field for it. You can do this from the Mapping fields page during Zoho Analytics sync.

1. From the Navigation toolbar, select Contacts and then Sync Services .
   
2. Navigate to Map Your Fields page and click Map more .
   
3. Select the required field from Zoho Analytics fields and check the New Field checkbox above Select Campaign Field dropdown.
   
4. A custom field is created and data is imported into that field.
   

Step 3: Configure sync

You decide how often data is imported from your table. The data can be retrieved just once, or you can set it to occur daily, weekly, or monthly depending on your requirements.

1. Select a sync frequency:
   
   • Retrieve Data: It is for a one time import.
     
   • Sync Frequency: Set the import frequency to recur on a daily, weekly, or monthly basis.
     
2. Select the data to be retrieved:
   
   • All data: Imports all contacts' data from the table.
     
   • After: Imports only those contacts' data that have been added/modified after the specified date and time.
     
3. Click Initiate. 
   

Note

• Once you set the option for import (All Contacts/Criteria), you will not be able to edit the preferences. To use different criteria, create a new sync.
  
• To enable sync frequency option, there should be atleast one calander field in your table.
  

Use cases

1. Can I edit the details of an inactive Zoho Analytics sync?

You cannot edit sync details after saving it. Instead, create another sync implementing whatever changes you need to make in Sync Details page. You can have a maximum of 144 active Zoho Analytics syncs at once.

Sync Detail View

1. From the Navigation bar, select the Contacts module.
   
2. Select Sync Services . Then, click Active Syncs.  
   
3. Hover over the sync and click View Details . 
   

Edit Field mapping

You can re-map or map more fields for your sync settings by choosing the Edit Mapping in the Edit drop down.

Edit retrieval detail

You can edit the retrieval details such as retrieve interval, data to be retrieved and sync contacts configuration by choosing the Edit Retrieval Details in the Edit drop down.

Import Details/History

Ignored Contacts

Contacts who are ignored during the import if they fall under one of the following group,

2. When do I need to change the Zoho Analytics authtoken in Zoho Campaigns?

ZSC key is a sensitive field. Changing your ZSC key invalidates all the existing syncs. The only two times you would need to change your ZSC key in Zoho Campaigns are:

• If you change the primary email address in your Zoho Analytics account.
  
• If you transfer your Zoho Campaigns connector to another admin account .
  

Change Authtoken

1. From the Navigation bar, select the Contacts module.
   
2. Select Sync Services .
   
3. Navigate to Zoho Contacts sync setup and click Active Syncs. 
   
4. Click Settings tab.
   
5. Click on Edit icon, which is beside Change account details section. 
   
6. Make necessary changes and click Update.