Settings
Is there a way to differentiate between the unsubscribe forms for opt-in contacts and synced or imported contacts?
Yes, you can customize the unsubscribe forms for opt-in and imported contacts. The unsubscribe option has two different forms based on the source of the contacts. Implied subscribers (imported/synced/manually added): These contacts will receive an ...
Why do I need to add imprint information?
Every newsletter that you send using Zoho Campaigns shall contain an 'Imprint' section. An Imprint is a type of notice that indicates the authenticity of the sender while also conveying basic legal information about the senders to the recipients. ...
What is a Mail default value and Social default value?
Mail default value - In the absence of a custom field item, whatever you give as a mail default value will occupy that place. For example if your custom field is ‘Company name’ and you enter ‘Tenant’ as a mail default value, the campaign will use the ...
Will my email appear identically in all browsers and email clients?
Slight differences are possible. Currently there's no way to ensure that email appears identically across all clients and browsers. There are some precautions you can take to avoid issues.When inserting images, it's always better to choose the option ...
How do I remove the Unsubscribe link in the footer of my email messages?
You'll need have to insert it as a merge tag in the email's content instead. There is no way of sending email campaigns without the Unsubscribe link. This is a rule followed by all credible email marketing software.
My contacts say that they are still receiving email campaigns after they unsubscribed. How can this be resolved?
Opt-in contacts can use the Unsubscribe link to remove themselves from the mailing list they signed up for. When they unsubscribe from a mailing list, they also have the option to remove themselves from the organization, which will remove them from ...
Is there a size limit for videos added via a video merge tag?
You need to upload the video link when you create a video merge tag. The video will still be hosted from the external service, so the size of the video does not make any difference to Zoho Campaigns.
What are the email and social default values?
The email default value is the filler value that will appear in email campaigns if a field is empty. The social default value is the filler value that will appear in social campaigns or campaigns that are shared socially if a mapped field is empty. ...
Is there a way to make your contacts add you to their contact list without directly asking them to do so?
You can be added as a safe sender or contact in your contacts' inboxes by including a vCard tag in your email content. A vCard is an attachment with the sender's contact details. If you add this merge tag to your email campaign, your contact details ...
How can I embed my survey link in the email content for a survey campaign?
You can use survey merge tags to do this. Survey merge tags are used to embed the survey name and survey link in the content section. You can view the survey name and link in the merge tags section of your content creation page. Copy the merge ...
How do I know if any contacts are restricted by email limits?
During the campaign review process, if subscribers in the selected mailing list are restricted by email limits, you will be notified of the count of the same. Administrators get notified via the notification bar when a campaign has been requested ...
What happens if I skip the exemption process?
If you proceed with an email campaign and skip the exemption process, subscribers restricted by email limits will not receive the campaign.
I'm allowed to send n number of emails per week within a certain time interval. How does the time period work?
Here's an example to illustrate the time interval system: You have sent out the first email for the week at 9.00 AM on Monday and the time interval between two emails is two days with a weekly limit of three emails. You can start sending out the ...
Can I skip the content approval process?
No. Users who have been marked to go through the content approval process cannot send out campaigns unless the campaign content has been reviewed and approved by an administrator.
What does access control option do?
Access is the master control option which controls direct module or cross-module access to data within the organization. By default, this setting will be enabled if a user chooses create, modify, or delete.
How do I create a custom field?
From the Navigation toolbar, go to Settings. Click Custom Fields under Customization. Click on Add New and choose Contact Field or Account Field. Select a Field Type. For example, select Integer if you want to have numerical data. Scroll through ...
What happens to my data if my account gets deactivated?
Zoho Campaigns deactivate accounts that have been inactive for a long time for security reasons. We will be sending warning/notification emails about the deactivation before deactivating the account, you can export your data before the mentioned time ...
How do I assign a custom role to a user?
Users with administrator privilege can assign custom roles. From the Navigation toolbar, click Settings. Select Manage Users under Users and Control. Click on the Assign Role link which is present beside the username. Select the role in the Change ...
How can I create a custom role?
Users with administrator privilege can add new custom roles. From the Navigation toolbar, click Settings. Open the Roles and Privileges under Users and Control. Click Add button and select Role. Enter the role name and click Add. Assign the ...
What is tab visibility?
Tab visibility is a special control option. It influences which modules (The different functions in Zoho Campaigns application) should be visible to the users assigned to a particular role. Disabling the tab visibility of a module means the user will ...
How do I make my own Merge tags?
You can. You must first create a Custom field and then create a merge tag for it. Just follow the steps below. From the Navigation toolbar, go to Settings. Click Custom Fields under Customization. Click Add New and choose Contacts Field or Account ...
How do I edit predefined merge tags?
It is not possible to edit a predefined merge tag. However, when you insert it in the content of the campaign, you can change the mail default and social default value. For instance, $[FNAME|Customer|Guest]$ is the first name merge tag. Here ...
How do I add a video in my email campaign?
There are two ways which you can add videos, Using the video component in the content creation page. Using the video merge tags which you have created.
How do I remove the Zoho Campaigns logo from my footer?
As long as you are a free user of Zoho Campaigns, the logo will be displayed in the footer. When you upgrade your account to a paid version, it'll be automatically removed.
I want the same campaign theme for all my email messages. How do I set one?
When you create a campaign theme by selecting Settings and choosing Header and Footer under Customization, you'll see Set as Default displayed beside each theme. Choose your preferred theme and click the link.
How do I edit a campaign theme?
From the Navigation toolbar, go to Settings and select Header and Footer under Customization.. All themes you've used in your email campaigns will appear here. Click the Edit icon to make changes If the theme you're editing is associated with ...
How do I add a logo to the email footer?
There are two ways to do this: From the Navigation toolbar, click Settings. Choose Company Profile under General. You'll see an option to add a Brand logo. Select an image file from your computer and upload it. OR From the Navigation toolbar, ...
How do I edit my company profile?
From the Navigation toolbar, click Settings. Choose Company Profile under General. Click the Edit button at the top-right corner. Click Update to save your changes.
How do I edit my profile?
From the Navigation toolbar, click Settings Choose Profile under General. Click the Edit button at the top-right corner. Click Update to save your changes.
Can users and administrators discuss a campaign during the content approval process?
Yes, there is an option to add comments in the content approval page where an administrator and a user can discuss the campaign. The steps are, Click Show comments in the Campaign Detail View page. This will take you to the approval process page. ...
Where can I see the status of a campaign I've requested content approval for?
You can see the status of campaigns in the following sections, The notification bar The Campaign Review page The Campaign Detail View page
Where can administrators see the campaigns submitted for content approval?
Administrators get notified via the notification bar when a campaign has been requested for content approval, which they can either approve, hold, or deny.
Who has content approval privileges?
Administrators can set content approval for those users whose campaign content should be reviewed before getting published. Admins can select View Approvers to see the organization administrators that has content approval privileges.
As the organization administrator, how do I exempt my contacts that have met their email limits?
Administrators of the organization can exempt their subscribers and help them receive an important campaign: Proceed to the review step in the campaign sending process. Under Email-Sending Policy, you will see the restricted contacts count. ...
Where can I see the exemption request status?
Users can see their exemption request status under the following sections, Notification bar Review page of the relevant campaigns Relevant campaigns' detail view page
Who can set email limits?
An organization's email limits, also called email policy or email-sending policy, is a set of conditions for the appropriate use of the email system. In Zoho Campaigns, an email policy defines how many times it's appropriate to contact a contact ...
Will my Zoho Campaigns account get deactivated or removed?
Yes. Your Zoho Campaigns account will be deactivated and later removed if you don't use it for a period of two years. However, you can prevent it by accessing your account. You will be notified via email and we'll ask you to access your account ...
How can I open campaign policy?
From Navigation toolbar, click Settings and click Campaign Policy to view it. You can view sections like email policy, content approval and export policy.
What happens when I click clone theme?
When you click Clone Theme in Campaign Themes, you can create a copy of a specific theme you've selected. This allows you to retain any customizations you made to that theme and edit it for changes, rather than creating a new theme from scratch.
Is it necessary to get your contacts exempted by all the administrators?
No, you can proceed sending the campaign once the contacts get exempted by at least one of the administrators. You can speak with your administrators about why this campaign should be exempt by posting comments. To post comments: 1. Click the Track ...
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