Zoho Campaigns Advanced Segmentation Setup

Service Scope

Zoho Campaigns Advanced Segmentation Setup is a fixed-scope Zoho Campaigns email marketing service for one business, one Zoho Campaigns account, and the contact data already available in the selected audience.

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 Available Segmentation Data

We review the contact fields, lists, topics, tags, campaign engagement, source data, and connected store information that can be evaluated reliably in the account.

• Standard and custom fields
• List and topic membership
• Campaign opens and clicks
• Acquisition source
• Purchase data when connected

Build Reusable Segments

We create up to twelve saved segments based on approved business definitions and supported conditions.

• Lifecycle stage
• Location or language
• Customer or lead type
• Engagement level
• Product interest
• Purchase behavior when available

Validate Segment Logic

We compare representative records and counts, identify unexpected overlap or missing data, and document how each segment should be used in future campaigns or workflows.

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 audience structure review
• Up to 12 reusable segments
• Up to 10 approved fields or criteria families
• Profile and subscription-based logic
• Engagement-based segment logic
• Source or commerce criteria when available

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
• Written business definitions for each requested audience
• Accurate source fields and representative test contacts

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
• Data enrichment
• Custom website event implementation
• Predictive modeling
• Campaign creation
• Automation workflow setup
• Ongoing segment maintenance
• 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