Zoho Campaigns Contact Import & List Organization

Service Scope

Zoho Campaigns Contact Import & List Organization is a fixed-scope Zoho Campaigns email marketing service for one business, one Zoho Campaigns account, and one CSV or XLSX file containing up to 10,000 email contacts.

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.

Prepare the Contact File

We review one supplied file for column headings, empty rows, obvious spacing problems, visibly duplicated email addresses, and basic formatting issues that can interfere with import.

• Email address column
• Names and approved contact details
• Marketing status instructions
• List membership
• Subscription topic information

Map Fields and Organize Lists

We map up to fifteen approved fields and configure up to ten clearly named mailing lists. Available subscription topic information is mapped only when the client supplies accurate instructions and the account supports the intended structure.

• Standard contact fields
• Approved custom fields
• List names
• Topic relationships
• Update rules for existing contacts

Import and Review the Results

We complete one approved import or update operation and review the available result for accepted, updated, skipped, restricted, or malformed records. One correction and re-import attempt is included for an in-scope mapping or formatting issue.

• Submitted contact count
• Accepted and updated records
• Skipped or restricted records
• Visible import errors
• Recommended data corrections

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 CSV or XLSX file with up to 10,000 contacts
• Basic file formatting and duplicate review
• Mapping of up to 15 contact fields
• Up to 10 mailing lists
• Subscription topic mapping when supplied
• Marketing status and permission mapping

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
• One final CSV or XLSX file
• Accurate column headings and list instructions
• Documented permission for every contact identified as subscribed
• Instructions for updating existing 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:

• More than 10,000 contacts or more than one source file
• Third-party email verification
• Data enrichment or manual contact research
• Major spreadsheet reconstruction
• Resubscribing unsubscribed or restricted contacts
• Consent collection or contact acquisition
• 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