Zoho Campaigns Setup & Usage Guide
- Introduction
- Add SendForensics as a contact in Zoho Campaigns
- Activate the Zoho Campaigns integration within SendForensics
- Enjoy using the new workflow!
Note: The ESP's API can change unexpectedly from time to time, and there may also be variations within individual ESP accounts. If you are having any trouble connecting or with integration features, please raise a ticket with our friendly Support team who will help you through it.
1. Introduction
The SendForensics system needs to become another recipient of your emails (in the same way as any other customer) to be able to analyze your deliverability properly:
So when you send a campaign email (one to many), you will need to include your unique SendForensics analysis address (Account > Addresses) in the list of recipients.
The integration then allows the automated analysis of your Zoho Campaigns engagement data* to complete the deliverability picture:
*Anonymous, aggregated email marketing metrics containing no personally identifiable information (PII). More information »
2. Add SendForensics as a contact/recipient in Zoho Campaigns
First locate your unique SendForensics analysis address within your SendForensics account (Account > Profile):
Now copy this unique analysis address and add it as a new contact in Zoho Campaigns.
We would suggest creating a new list/segment just for this contact, calling it something recognizable such as 'Deliverability Testing' so it can be easily included in all live sends, and also used for pre-send tests.
Now whenever you send an email campaign with Zoho Campaigns, always include this list/segment/contact and the SendForensics system will receive a live copy for analysis.
3. Activate the Zoho Campaigns integration within SendForensics
To enable the Zoho Campaigns integration, simply login to your SendForensics account, visit the Domain Settings page. Click on the desired domain, go to "ESP Integrations", then "Add integration" and select "Zoho Campaigns". You will need to first select the region your data is hosted in within Zoho, then click to Activate integration and follow the instructions to give SendForensics permission to integrate.
On successful activation, the system will pull in the engagement data for all campaigns (after the date of activation) that have a corresponding analysis in the system (by being a recipient as per Step 1. Add SendForensics as a contact in Zoho Campaigns).
Enjoy using the new workflow!
5. Campaign sends (one to many)
Each time you create a new campaign and are ready to send live, first send a test to your unique SendForensics analysis address for pre-emptive deliverability analysis.
After receiving it, the system will process your email and display the full deliverability analysis results within your (SendForensics) dashboard. It will be marked as a 'Test' send where detected (if it is mistakenly marked as a 'Live' send, use the Test/Live switch to correct it).
Cycle through the tabs (Content, Infrastructure etc) following the advice and recommendations to optimize the deliverability of your email as much as possible, re-testing as necessary. When you have reached a comfortable deliverability score (vs amount of work needed to improve it further), the campaign can be sent live.
The live send will also be processed (as a result of Step 1 above), and will additionally contain an analysis of your engagement data (live results):
Click on any of the bounce/complaint/unsubscribe graph points to click through to the campaign email responsible for those results. Any reported issues with these metrics especially should be acted on and corrected before the next live send.