Campaigns
Can a lead be assigned to multiple campaigns?
Yes. You can assign a lead or contact to multiple campaigns. Here is how you can do it: In the Leads tab, select the record that you want to link to the campaign. In the Lead Details page, the existing campaign details, if any, are displayed. Click ...
How can I create campaigns instantly?
To create a campaign instantly follow the steps below: Click the Campaigns tab. In the Create Campaign page, enter the campaign details. (Refer to the Standard Fields) Click Save.
How many emails can I send per day from Zoho CRM?
The email limit for every organization is calculated based on the total number of confirmed and active users in the account. In the Free Edition, it is 50 x total confirmed and active users (per day, per organization) for upto 4 users. For accounts ...
While converting a lead, what happens to the multiple campaigns that are associated with it?
A lead may have multiple campaigns associated with it. In such cases, when you convert that particular lead, you will have an option to select one from the associated campaigns. The selected campaign will be associated to the deal as Campaign Source. ...
Can I send two different campaigns from different Email addresses?
Yes, you can send campaigns from different email addresses. However, while creating a template you should select the appropriate email address that should appear while sending campaigns. This works only when you schedule mass emails.
Is it possible to send two different campaigns from different Email addresses?
Yes, it is possible to send campaigns from different email addresses. However, while creating a template you should select the appropriate email address that should appear while sending campaigns. This works only when you schedule mass emails.
How can I send mass emails to many contacts?
In Zoho CRM, the number of mass emails that you can send will vary based on your Zoho CRM Edition. Standard Edition – 250 per day. Professional Edition – 500 per day. Enterprise Edition – 1000 per day. To send mass emails, refer this link. Note: 12 ...
How can I add the existing accounts to a campaign?
You can add the existing accounts to a campaign by following the steps given below: Create a Lookup field for Accounts. A Related List will also be created for the Campaigns. For example: Label: Campaign Source (This field will be available ...
How to add existing leads to the newly created campaigns?
You can add the existing leads to the campaigns by following these steps: In the Campaign Details page, the existing lead details, if any, are displayed. Click Associate Existing Leads/Contact. In the Add Existing Leads/Contacts page, specify the ...
How do I export the data from campaigns to external sources?
Follow these steps to export the data from the Campaigns module: 1. Click Setup > Data Administration > Export. 2. In the Export Data page, select the Campaigns module. 3. Click Export. All the records will be exported and saved in .CSV format in ...