Custom Zoho Campaigns Email Workflow Setup

Service Scope

Custom Zoho Campaigns Email Workflow Setup is a fixed-scope Zoho Campaigns email marketing service for one business, one Zoho Campaigns account, one custom workflow, up to five emails, ten steps, and two decision branches.

The service covers the approved quantities and configuration described below in one Zoho Campaigns account. Work outside those quantities is quoted separately.

The objective is to deliver a practical, documented configuration that the client can understand, approve, and continue using after handoff.

Map the Custom Journey

We document the business objective, supported entry trigger, eligible audience, up to ten steps, two branches, timing, data requirements, exclusions, and exit conditions.

• Entry trigger
• Email steps
• Delays
• Decision conditions
• Exit and suppression logic

Configure the Workflow

We build the approved workflow using supported Zoho Campaigns components and format final client-provided content in up to five emails using existing templates.

• Up to five emails
• Up to ten steps
• Up to two branches
• Contact updates when approved and supported
• Eligibility and exit safeguards

Test Representative Paths

We test the primary paths with representative records, review visible platform behavior, document exceptions, and activate only after written approval.

Testing and Validation

Before handoff, we review the completed configuration against the approved scope and test the platform behavior that can be validated safely with the access and data provided.

• Approved quantities and settings
• Names, fields, and mapping logic
• Visible platform status
• Representative test result
• Exceptions requiring client action

Implementation Summary

At handoff, the client receives a concise implementation summary covering the completed work, the configuration visible in Zoho Campaigns, and any unresolved platform or third-party dependency.

• 1 custom Zoho Campaigns email workflow
• Up to 5 email messages
• Up to 10 total workflow steps
• 1 approved entry trigger
• Up to 2 decision branches
• Timing, eligibility, and exit rules

Client Requirements

Before work begins, the client must provide the following access, information, content, and approvals:

• Zoho Campaigns administrator access
• An active Zoho Campaigns plan that supports the approved configuration
• Final business information, brand assets, content, and implementation instructions required for the service
• Permission-based contact data and accurate marketing-status instructions when contacts are involved
• Timely review and written approval of proposed settings and test results
• A complete approved workflow brief
• Final content for up to five emails
• Approved existing templates
• Field, trigger, branch, delay, eligibility, and exit definitions
• Representative contacts for each main path
• Written authorization before activation

Delivery and Revisions

Standard delivery is 10–15 business days after all required access, content, data, and approvals are received. Platform processing or third-party delays may extend completion.

One consolidated correction round is included when submitted within seven days of delivery and remains within the approved scope. New content, replacement data, additional assets, or a materially different configuration is treated as separate work.

Important Scope Boundaries

The following items are not included in this service:

• More than five emails, ten steps, or two branches
• Unsupported trigger or action development
• Custom application or tracking code
• New reusable template design
• Original long-form copywriting
• Ongoing workflow optimization
• Zoho Campaigns subscription or usage fees
• Original legal, privacy, or regulatory advice
• Unapproved work outside the stated quantities
• Ongoing management after handoff
• Guaranteed delivery, inbox placement, engagement, leads, or revenue