Guide to cleaning your email list before importing it into Zoho Campaigns to optimize campaign performance

1. Create a New Campaign

To create and send an email campaign in Zoho Campaigns, follow these steps:

• Log in to your Zoho Campaigns account. From the left menu, select Campaigns → Email Campaigns.
• Click the "Create Campaign" button in the middle of the screen or at the top-right corner.
• Choose Regular Email.
• Name your campaign to distinguish it from others, e.g., “BENOCODE Sample,” and click Save and Proceed to continue.

2. Configure the Campaign

At this stage, you'll edit the email name, add sender details, and select recipients:

• You can rename the campaign by clicking the Edit icon (a pencil) in the top-left corner.
• To organize your campaigns, click Add to Folder and choose a folder, or proceed by clicking Add Subject to set the email subject line. Enter your desired subject (e.g., "BENOCODE EMAIL 1") and click Save.
• Add sender details by clicking Add Sender Details. You can choose from the following options:
  • Same sender for all: Use one sender for all emails.
  • Based on custom field: Set custom sender details, e.g., use a company email for VIP clients and a personal email for familiar customers.
  • CRM owner address: If integrated with Zoho CRM, emails are automatically sent using the CRM owner's address.
    After entering the details, click Save to proceed.
• Add recipients by clicking Add Recipients. Select an email list or segment. A segment is a subset of your email list based on specific criteria or conditions. For example, you can segment customers over 50 years old by gender or by the products they choose.
  After selecting, click Save to complete this step.

3. Add Email Content

To design your email content:

• Click Create Content to begin.

• Choose a template. Zoho Campaigns offers two main options:

  • Pre-designed Templates: Ready-to-use designs for specific themes.
  • Basic Templates: Simplified templates for customization.

  Skip options like HTML Code Editor or Import/Upload HTML unless you're familiar with coding.

• For this example, select Pre-designed Templates and choose a theme like "Happy New Year." Click Use This Template to continue.

• Customize the content and add images using the drag-and-drop editor.

• After editing, click Preview and Test to review the final design.

• Once satisfied, click Proceed to move to the next step.

4. Test the Email

Before sending the campaign, test the email to ensure it reaches the intended recipients with the correct settings:

• Click Test Email in the Content section.
• Add an email address (e.g., your own) and click Send Test Email to perform a test.
• If no issues arise, your setup is correct. If errors occur, review the steps to fix them.

5. Launch the Campaign

After completing all steps, Zoho Campaigns will confirm that your setup is successful.

You have two options:

• Send Now: Immediately send the email campaign to your recipient list.
• Send in Batches: Distribute the campaign in batches to reduce server load and minimize the chance of emails being marked as spam. Set the interval between batches as needed.

Choose Send Now and click Send to launch your campaign.

By following these steps, you've successfully created your first email marketing campaign using Zoho Campaigns. Best of luck in connecting with and engaging your customers through email marketing!