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Zoho Campaigns Workflow Automation

This guide by Zoho helps you understand workflow automation and how to choose the right workflow for your task.

Workflow automation lets you perform actions on subscribers that have been categorized based on criteria that you’ve set.

For example, if you want to send an email to subscribers in the United Kingdom, set the condition, “Country contains United Kingdom” and the action, “Send email”. The workflow will scan the entire mailing list for subscribers belonging to the United Kingdom, then trigger the action for subscribers who meet the condition.

Here is the table of contents for this guide:

  • Understanding workflow automation – Making the right choice
  • Creating a workflow
  • Ordering and reordering instant workflows in list view
  • Associating activity-based workflow to an email campaign
  • Changing the criteria pattern
  • Managing workflows
  • Workflow reports
  • Workflow status

Not finding what you are looking for in regards to Zoho Campaigns? Drop us a line and we would be happy to see what we can do to fill that gap!

For more guides on Zoho Campaigns Click Here.

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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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