Zoho Campaigns Account Setup & Configuration

Service Scope

Zoho Campaigns Account Setup & Configuration is a fixed-scope Zoho Campaigns email marketing service for one business, one Zoho Campaigns account, one workspace, and up to three users.

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.

Review the Account Requirements

We confirm the business identity, account owner, time zone, mailing address, approved users, primary sender, and intended email marketing use before configuration begins.

• Organization information
• Account ownership and access
• User roles
• Time zone and regional settings
• Primary sender and reply-to address

Configure the Core Account Settings

We configure or review the organization profile, one workspace, up to three user invitations, campaign footer information, sender details, and the available default campaign preferences.

• Business profile
• User invitations
• Workspace naming
• Footer identity
• Default sender preferences

Prepare the Account for Handoff

We confirm that the approved users can access the intended workspace, the primary sender is available, and the basic account configuration is ready for separate audience, design, authentication, integration, or campaign work.

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 Zoho Campaigns account setup or review
• Organization and business profile configuration
• Up to 3 user invitations and role review
• 1 workspace and basic account structure
• 1 primary sender identity setup
• Campaign footer and reply-to settings

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
• The legal business name and mailing address
• Names and email addresses for up to three users
• One working business email address for the primary sender

Delivery and Revisions

Standard delivery is 5–7 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:

• Contact import or cleanup
• Domain authentication or DNS changes
• Template or campaign creation
• Website, store, CRM, or API integration
• Automation workflow configuration
• 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