Marketing Automation
How and when will an email-action autoresponder trigger?
Email-action autoresponder messages will be sent to contacts who have performed the specified action on the source campaign according to the message schedule.
Can I create a single email-action autoresponder for more than one campaign?
You cannot create an autoresponder for more than one campaign. If you want to create the same series of messages for another campaign, you can clone the autoresponder and change the source campaign as you like.
Can I create more than one autoresponder for a single campaign?
You can only create only one autoresponder per campaign.
Can I set up end-of-series actions for an email-action autoresponder?
You cannot configure end-of-series actions for this type of autoresponder. Because the email-action autoresponder is based on recipient activity, the end of the series cannot be determined.
What will happen if the source campaign is deleted?
Source campaign deletion will not affect the autoresponder. The messages will still be sent to the recipients who have performed the specified actions.
What is the minimum delay between two messages in a smart series autoresponder?
There should be a minimum delay of one day between two messages.
How can I send archive links of previous messages to new contacts in a smart series autoresponder?
To attach links for previous messages to new contacts, use the template editor: In the template editor, click on the Archive link component. Select and drag either Ordered list or Unordered list into the editor. A popup will appear. Remove the ...
Will archive links be removed for contacts who have already received the campaign?
Yes. Any links to previously received messages will be removed automatically.
Can I make followups the first message of the smart series?
Yes. Navigate to the followup you wish to make the first message of the series and click Set this as your first message. This will swap your first message with the followup. Note: Swapping can be done only before you start the autoresponder. If ...
Where can I view the nurtured subscribers report?
You can view the Nurtured Subscribers Report in the Reports section of your autoresponder by clicking on the Nurtured Subscribers Reports button. Here you will get insights about the number of subscribers that are nurtured from the total number of ...
How can I set lead nurturing exit criteria?
Lead nurturing exit criteria can be based on subscriber field information.
How frequently can a cyclic autoresponder be sent?
Cyclic autoresponders can be sent on a daily, weekly, monthly, and yearly basis.
Can I create more than one cyclic autoresponder series with the same frequency?
Yes. Any number of series can be created for the same frequency.
What causes an autoresponder to stop?
Autoresponders will be stopped for the following reasons: When the source mailing list or segment has been deleted. When the date field associated with a date-field autoresponder has been deleted.
Will End-of-Series actions be performed on contacts who have exited the autoresponder series?
No. Any contacts who do not match your filter criteria will stop receiving the series and End-of-Series actions will not be performed. The end-of-series actions will only be performed when the last message of a series is sent to the subscriber.
What is the difference between date-field autoresponders and calendar autoresponders?
Date field autoresponders are sent based on the date in the date field. This date won't be the same for all contacts. Calendar-based autoresponders are sent based on the date and time you schedule.
What is the maximum number of messages per autoresponder?
You can create and send a maximum of 60 messages per autoresponder.
Can I send chain campaigns to recipients who have opened and clicked my autoresponder messages?
Yes. To send a chain campaign to these contacts: From the autoresponder timeline, navigate to the Reports section and click Create Campaign. Select Opened or Unopened from the dropdown menu. Select All messages or Any message from the dropdown menu. ...
What will happen to my autoresponders if I downgrade my subscription?
If the subscription gets downgraded, your autoresponders will be suspended and you will receive a notification email. When you renew your subscription, the autoresponders can be restarted.
How to manage topic subscriptions in workflows?
Zoho Campaigns allows you to use workflows to get your contacts subscribed to topics. To manage topic subscription in workflows: From the Navigation toolbar, select Automation and click Workflows. Click Create Workflows on the top-right corner. ...
Why should you choose a lawful basis for communication when you add topic subscription for your contacts?
Zoho Campaigns complies with GDPR laws to ensure contacts have consented to receive marketing emails related to the topics they have been subscribed to. Zoho Campaigns gives users 6 lawful basis of communication to choose from. They consent, ...
What happens when you mark a contact as non-marketing in subscription management in workflows?
Marking contacts as non-marketing will ensure that they will no longer receive any marketing emails and they will be unsubscribed from all topics. Please note that you can subscribe topics to these contacts again, anytime in future, if needed.
What happens when you unsubscribe a contact from all topics in subscription management in workflows?
When you unsubscribe contacts from all topics in the organization, they will be exited from the workflow immediately and will no longer receive any marketing emails. Please you could also mark these contacts as non-marketing if you don't want them to ...
Can you allow contacts to enter a workflow before the selected date?
Yes. Drag and drop the date-field trigger to the canvas and click Select Date. Choose to use a custom date or a specific date. Specify the time contacts can enter the workflow. You can enable the Allow contacts to enter before selected date button ...
Can you choose specific contacts to enter your workflow with date-field trigger?
Yes, you can drag and drop the date-field trigger to the canvas and click Select Date. Choose to use a custom date or a specific date. Specify the time contacts can enter the workflow. Enable the Set criteria for contacts to enter the ...
When can you use date-field trigger for custom date or specific date?
Select the specific date field to trigger the workflow for specific events, webinars, renewals and likewise. Select the custom date field for customised dates, such as birthdays, anniversaries, and festivals.
Can contacts re-enroll into the workflow while using the date-field trigger?
Yes contacts can re-enroll into your workflows. Click the Settings icon on top of your canvas and enable the re-enrolment of contacts option and select date-field trigger. However, no contacts can re-enroll into a workflow twice on the same day when ...
Can you edit the date-field trigger after it has been applied?
Yes. There are two ways your date-field trigger after its been applied: Click on more (...) on the date-field trigger and click Edit icon. You can also edit the date field trigger from the detail view on the right side of the canvas by clicking ...
What is the Enter a segment trigger?
You can create a workflow for any contacts who've entered a specific segment using this trigger. You can also decide which contacts can enter the workflow by allowing only new contacts or only existing contacts or both new and existing contacts to ...
How to add Enter a Segment trigger?
To configure the enter a segment trigger, follow the steps below: 1. From the navigation toolbar, select Automation and click Workflows. 2. Click Create Workflow from the top-right corner and select a workflow template. 3. From the left panel, drag ...
Can contacts re-enroll into your workflow from the selected segment?
Yes. Click Settings icon above your workflow canvas to enable the re-enrolment criteria. Select the Enter a Segment trigger for contacts to re-enroll into your workflow.
Can you choose more than one segment to trigger your workflow?
No. You can only select one segment to trigger your workflow.
What is an email action trigger?
The email action trigger is used to trigger the entry of contacts into a workflow based on their responses to the emails sent to them.
Can opens be tracked for plain text campaigns?
For plain text email campaigns, a link click activity is considered as an open response. Therefore, opens will be tracked only if the links in the email campaign are clicked.
Can link click activity be tracked for plain text campaigns?
For plain text campaigns, link click activity can only be tracked if track plain text URL is enabled. Therefore, when you create a plain text campaign and if you want to tract the link click activity for that email, make sure to enable the track ...
Why are my replies not tracked for the selected email campaign?
Replies can be tracked only for those email campaigns where reply tracking is enabled.
Can contacts re-enroll into the workflow using email action trigger?
No. Re-enrolment is disabled for email action trigger therefore contacts cannot re-enroll into workflows using this trigger.
What happens if I select the 'Any Email' option?
There are three things you need to know when you select the any email option to trigger a workflow. Reply tracking needs to be enabled for email campaigns to track email replies. Link click activity can only be tracked for plain text campaigns if ...
What is list entry trigger?
You can create a workflow for any contacts who have entered a specific list using this trigger. You can also decide which contacts can enter the workflow by allowing only new contacts or only existing contacts or both new and existing contacts to ...
How do you add list entry trigger?
To configure a list entry trigger, follow these steps: 1. From the navigation toolbar, select Automation and click Workflows. 2. Click Create Workflow from the top-right and select a workflow template. 3. From the left panel, drag and drop the list ...
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