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Maximizing Zoho Campaigns with “Email Action” Workflows

Capturing all the data you need from your email campaigns can sometimes be challenging. But did you know that Zoho Campaigns offers a built-in feature that can solve some of these limitations? This feature, known as “Email Action,” can make a huge difference in managing workflows and what kind of data you can extract.

Why Use “Email Action”?

Email campaigns are often more than just sending out newsletters or promotional material. It’s about data – knowing who opened your email, who skipped it, and why. With Zoho’s “Email Action,” you can have a finer control over these metrics. For instance, if you set up a workflow and notice that some contacts are being skipped, this feature offers an effective workaround.

How “Email Action” Works

When setting up a workflow in Zoho Campaigns, navigate to the “Automation” tab. From there, choose the email series you want to focus on. This is where naming your emails clearly comes in handy. Once you’ve selected an email, you’ll have the option to set triggers based on various actions like “skips,” “opens,” or even if a survey embedded in the email is completed.

Addressing Skipped Contacts

A common issue many of us face is having contacts who get skipped in a workflow, often because they are not correctly associated with a topic. With “Email Action,” you can create another workflow that captures these skipped contacts. The best part? You can then add these skipped contacts to a new list, essentially exporting data that you otherwise wouldn’t be able to.

Use Cases Beyond Skipped Emails

The power of “Email Action” extends beyond managing skipped emails. If you have a survey that’s part of your campaign, this feature can tell you if the survey was opened, completed, or even just started. This opens the door for more targeted, follow-up actions.

Closing Thoughts

The “Email Action” function within Zoho Campaigns is a feature that should not be overlooked. It offers you the ability to capture a wide range of metrics that can be crucial for the success of your email campaigns. So the next time you set up a workflow in Zoho, don’t forget to take full advantage of this invaluable feature.

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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