Settings

The footer section of your email campaign will display your address related information. This is for the recipients to know that the email is from an authentic source that they can recognize.

You can do this by clicking on Settings >> Company Profile

Yes. There are two ways to do this.

1. Go to Settings >> Company profile
2. You will find ‘Brand logo’.  Select file from your machine and upload it.
3. This logo will display as a small thumbnail in the footer.

You can also go to Settings >> Campaign Themes

1. Enter a name for your theme
2. You will find ‘Footer logo’ section below
3. Upload your logo and update the link for your company website
4. Click on ‘Save’

Monthly subscription

1. You can send unlimited number of emails
2. You need it for Autoresponders and workflows
3. You can add more social media accounts in Social campaigns
4. No need to purchase email credits
5. Best type of plan for those who use email marketing regularly

Pay as You Use Plan

1. You need to purchase email credits in accordance to the number of emails you want to send (1 credit = 1 email/1 contact)
2. Best kind of plan for those who don’t use email marketing on a regular basis
3. The number of emails you can send depends on the credits you purchase

No, you get only 2,500 contacts. Free account contacts do not get added to any paid plan you upgrade to.

No the number of contacts in the plan applies for the entire org and not individual users. For example, if you sign up for 5,000 subscribers, the org receives 5,000 contacts.

Email credits is required only if you are under the ‘Pay As You use Model’

1 credit = 1 email

So if you need to send 1,000 emails, you need to purchase 1,000 email credits.

Your contacts, emails and all other data will be there as it is. Sending emails is however restricted unless you renew subscription.

You have to put in an email request to support@zohocampaigns.com to get free account privileges after downgrading from paid account.

Yes, your data will be preserved.

You can do this anytime. Just visit this page https://www.zoho.com/campaigns/pricing.html or simply go to Settings --> Subscription

You can create a campaign without a header and footer if you are a paid user of Zoho Campaigns. You also have to make sure you insert the ‘Unsubscribe’ merge tag as a hyperlink in the body of the email.

You can do this if you are a paid user of Zoho Campaigns.

1. Click on Email campaigns >> Create campaign
2. Fill in the details and click on Create Content
3. Choose email type and create your content
4. Click on ‘Save & Close’
5. Your campaign is saved and on the same page you will see Campaign Customization
6. Under ‘Select a campaign theme’ choose None (no Header & Footer)

A popup appears telling you to make sure you insert the Unsubscribe link in the campaign content without which the campaign will be sent with a default header and footer. Click on ‘Ok’

1. Go to Settings à Campaign themes
2. All the themes you have used in your email campaigns will be displayed here.
3. Click Edit to make changes to the theme.

If the theme you are editing is associated with campaigns that are in the ‘Scheduled’ or ‘Reviewed’ status, it will be moved to Drafts. This is because it has to go for review once again. We review every aspect of the email campaign including the campaign theme.

If the theme you are editing is associated with campaigns that are in the ‘Scheduled’ or ‘Reviewed’ status, it will be moved to Drafts. This is because it has to go for review once again. We review every aspect of the email campaign including the campaign theme.

When you click on ‘Clone theme’ in Campaign themes, you are able to create a copy of the particular theme you have selected. This allows you to retain all customizations of that theme and make small modifications. You need not take the efforts to create a fresh theme from scratch when you can clone a similar theme and make the appropriate changes.

Yes, you can. Just go to

1. Settings >> Campaign Themes
2. All the themes will be displayed
3. Click Edit button to edit theme

A pop-up will appear telling you that the campaigns associated with the theme will be moved to Drafts. Click on OK.

While you create a Campaign theme via Settings >> Campaign themes, You will see a small checkbox under Campaign name saying ‘Set as Default Theme’. Check that to set the particular theme for all campaigns.

If you have more than one theme and want to set a new one as a default theme, just go to Settings >> Campaign Themes

Click on ‘Edit’ next to the theme that you want to make as default. Under the theme name you will see the checkbox, ‘Set as Default Theme’. Check this to set the particular theme for all campaigns.

Yes you can. But you have to make sure you insert it in the content part of the email. There is no way of sending email campaigns without the ‘Unsubscribe’ present. This is a rule followed by all credible email marketing software.

Slight differences are possible. Currently there is no way to accurately ensure that the email appears properly across all email clients and browsers. Take precautions while inserting images. It is always better to choose an image to ‘fit’ rather than insert it the way it is. Copy-pasting content to Notepad and then pasting it in the Editor will remove issues with formatting. Avoiding lots of elements in 2-column format also limits the chances of issues.

This is of use when the recipient forwards the email campaign to a contact of theirs. That person can click on ‘Subscribe’ and become a part of the same mailing list.

A page opens whereby the person can update their First name, Last name and email address. A selection of public mailing lists from the sender is also displayed. They can check those lists that they want to be a part of.

A recipient can click this link to enter the email address of a person who they want to share the email campaign with. The fact that the email campaign has been shared via this link will be reflected in your Reports.

Yes you can have links to your Facebook page, Twitter profile and LinkedIn page in the footer. When you are creating a campaign theme via Settings >> Campaign themes, you will find the provisions for Facebook page, Twitter profile and LinkedIn Page at the bottom. Click on ‘Show in footer’ and insert the urls of your respective pages.

As long as you are a free user of Zoho Campaigns, the logo will be displayed in the footer. You need to upgrade your account to a paid version to have it removed from your campaigns.

1. Go to Settings >> Custom Fields
2. Select a Field type. For example, select Integer if you want the field to have numerical data. Scroll through the list and pick the one that is most appropriate.
3. Display label is going to be the name of the field. For example you can put in ‘Phone number’ as the display label if you are creating the custom field for this.
4. Depending on the field type you pick, you have to enter field length or other details.
5. Click ‘Add’ and a custom field will be created.

Yes you can. You need to add them as a user to your org.

1. Go to Settings >> Manage users
2. Enter the email id and name of the user you want to add.

Follow the step below:

1. Go to Settings >> Manage users
2. You will see the list of users
3. Click on Change role as admin next to the name of the user

Yes you can. Just go to Settings >> Manage users >> Privileges Now set the desired privileges.

You can add a maximum of 5 users and there are no additional costs.

You can add up to 5 sender addresses.

1. Please check to see if you have set the right privileges.
2. Go to Settings >> Manage Users >> Privilege
3. Ensure that you have enabled the appropriate privileges that allow users to access your campaigns.

It’s not mandatory but we recommend our users to authenticate their email domains so that it increases their email deliverability.

Not necessary, to setup your SPF/DKIM information in your text records you need to follow the instructions mentioned in our help section:

https://www.zoho.com/campaigns/help/setup-spf-dkim.html

This could be due to the following reasons:

1) When the sender and recipient address are from the same domain.
2) If the subject or content contains spam words.
3) If you use single image without any text in the email content.

To achieve good delivery rate we suggest you to setup email authentication for your domain.

You can find the subdomain by clicking Settings tab —>Email Authentication —>SPF/DKIM setup.

It means that the 80% of the people might have not have read your email or deleted the email without opening it or your recipients might not have viewed the email completely by loading all the images in the email content.

We recommend you to configure the Email Authentication under Settings--->Email Authentication for better deliverability.

In Zoho Campaigns merge tags are used to pull information such as First name and Last name from the mailing list into the email campaign. Additionally, there are merge tags for inserting Youtube video and tags for inserting the Subscribe and Unsubscribe links. Visit this link for more information https://www.zoho.com/campaigns/help/merge-tags/index.html

Mail default value- in the absence of the 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 word ‘Tenant’ if there is no item under Company name in the mailing list.

Social default value- this is the same as mail default value except that it applies for social media.

No you can’t edit predefined merge tags. You can create your own merge tags. Redirect to (Can 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.

1. Go to Settings --> Custom Fields
2. Select a Field type. For example, select Integer if you want the field to have numerical data. Scroll through the list and pick the one that is most appropriate.
3. Display label is going to be the name of the field. For example you can put in ‘Phone number’ as the display label if you are creating the custom field for this.
4. Depending on the field type you pick, you have to enter field length or other details.
5. Click ‘Add’ and a custom field will be created.

Now to create Merge tags, follow these steps

1. Now go to Settings--> Merge Tags
2. Click on Contact Custom Tags and click on the button Add Contact Custom Tag
3. The field you created under Custom field will appear in the dropdown menu, choose that.
4. Type in the merge tag in caps without space. You can see a small preview right there that would look something like this $[UD:SAMPLE]$
5. Enter a ‘Mail default value’. In the absence of the 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 word ‘Tenant’ if there is no item under Company name in the mailing list.
6. Enter a ‘Social default value’. This is the same as mail default value except that it applies for social media. Now you have created a custom merge tag.

You can add a video from Youtube or Vimeo in your email campaign. Video Merge tags are used for that. You can find them in Settings --> Merge Tags --> Video Tags.

No, by hitting ‘Like’ a customer only ‘Likes’ the email campaign and not the Facebook page.

On clicking on the ‘Like’ button, the email campaign opens in a new browser. Here the number of ‘Likes’ and ‘Comments’ will show on the top.