Zoho Campaigns Manual (free PDF)

Logo Zoho Campaigns

Newsletters and automated email campaigns connected to your CRM. This free 33-page manual by Nuagix combines a user guide and an administrator guide for Zoho Campaigns, a deployment checklist and an English-French glossary of interface terms.

  • PDF format · 33 pages
  • Language: English
  • Updated: September 2026
  • Free

What's inside

The first chapters are for users; the following ones are for account administrators.

  1. 1. Introduction and access
  2. 2. Interface and navigation
  3. 3. Contact management
  4. 4. Lists, segments and tags
  5. 5. Signup forms and preferences
  6. 6. Creating an email campaign
  7. 7. Content builder and templates
  8. 8. Testing, scheduling and sending
  9. 9. SMS and WhatsApp campaigns
  10. 10. Automations and journeys
  11. 11. Reports and analytics
  12. 12. E-commerce
  13. 13. Best practices
  14. 14. Roles and user management
  15. 15. Organization settings
  16. 16. Sender domain authentication
  17. 17. Deliverability and reputation
  18. 18. Compliance: CASL and Quebec Law 25
  19. 19. Integrations
  20. 20. SMS and WhatsApp channel setup
  21. 21. Subscription and credits
  22. 22. Deployment checklist
  23. A. English-French glossary

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Need help implementing or optimizing Zoho Campaigns?

Nuagix is a Quebec-based company founded in 2011 and a Zoho Premium Partner since 2019, with more than 350 implementations and more than 250 optimizations of existing clients. Nuagix received the Sales Achievement award at the Zoho Partner Awards 2024.

  • Zoho Campaigns implementation and configuration tailored to your processes
  • Optimization of an existing Zoho account and automations
  • AI agents (Zia) and integrations
  • Training for your users and administrators
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