Marketing Automation
Can contacts re-enroll into your workflow from the selected list?
Yes. Click Settings icon above your workflow canvas to enable the re-enrolment criteria. Select the List Entry trigger for contacts to re-enroll into your workflow.
How does wait time work in Zoho Campaigns workflows?
Using wait time, you can allow contacts to wait for a specific time before they move into further processes of the workflow. 1. Drag and drop the Wait Time process onto the canvas. By default, contacts will be made to wait for an hour on all days of ...
What is email activity process?
This process lets contacts enter into the workflow based on their past email activity. Let's say you want to list out contacts based on their various email activities like opened, not opened and opened but not clicked on any link. You can use this ...
How do you add an email activity process into your workflow?
To configure email activity, 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 and drop a ...
How does the email activity process work?
Contacts will enter into further processes of the workflow only once, when they initially satisfy the selected conditions. To learn more about how this process works click here. For example, email activities you've selected are sent, opened, and ...
Can the email activity process be used for plain text campaigns?
This workflow cannot be created for plain text campaigns because opens and clicks for those emails cannot be tracked.
Why can't I select the reply action for a selected email campaign?
Reply tracking option needs to be enable for the selected email campaign to track replies for the 'Replied' email action. If you've not enabled the reply tracking option while creating your email, the reply action is disabled not allowing you to ...
Why can't I select the link click/specific link click action for a selected email campaign?
If you've added any links in the email content of the selected campaign, then you will be able to select the link click / specific link click email actions. When there are no links added to the email content, the link click/specific link click ...
What is exit criteria?
Exit criteria is an action that moves contacts out of the workflow if they have achieved their respective goals or re-enrols contacts into the workflow to achieve new goals.
When does a contact achieve its goal?
A contact is said to have achieved their goal when they have met all the criteria set for them.
What is re-enrolment of contacts into a workflow?
Re-enrolment of contacts into a workflow occurs when you want contacts to re-enter workflows multiple times, resulting in them performing new actions and achieving new goals.
What is exit criteria for contacts who have not met the workflow trigger configurations?
You can set exit criteria for those contacts who've not satisfied a workflow's trigger configurations by either removing them from the workflow or keeping them in the workflow.
What happens to contacts who've entered the workflow through a date field trigger in exit criteria?
For date field trigger note that once the date field is changed then the contacts who've entered the workflow on the previous selected date will not be exited. For example, you specify a date, 25.12.2021 and certain contacts have entered the workflow ...
What is an email response process?
This process lets you enable an action for contacts to perform based on their responses to emails sent to them. Let's say you've got a list of contacts who've opened your email, replied to your email and clicked on a link in your email. You can set ...
How do you add an email response in your process?
To configure email response, follow the steps below: 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 a trigger ...
How does email response work?
Contacts will enter into further processes of the workflow, continuously, as and when they satisfy the conditions selected above, therefore resulting in the same contact entering multiple paths in the workflow at different times. To learn more about ...
Can the email response process be used for plain text campaigns?
This workflow cannot be created for plain text campaigns because opens cannot be tracked.This workflow cannot be created for plain text campaigns because opens cannot be tracked.