Zoho Campaigns Date-Based Email Automation Setup

Service Scope

Zoho Campaigns Date-Based Email Automation Setup is a fixed-scope Zoho Campaigns email marketing service for one business, one Zoho Campaigns account, up to two date-based workflows, and one email per workflow.

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 Date Data

We confirm up to two approved contact date fields, their formatting, time zone, coverage, intended use, and eligibility conditions.

• Date field name and type
• Missing or malformed values
• Time zone
• Lead time
• Annual or one-time behavior

Configure the Date Workflows

We create up to two workflows with one approved email each and configure the supported before-date, on-date, or after-date timing.

• Date trigger
• Message timing
• Annual recurrence when available
• Topic and subscription eligibility
• Exit and suppression rules

Test Representative Dates

We use representative records or safe test values to review entry and message timing, then restore approved data and activate 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.

• Up to 2 date-based Zoho Campaigns workflows
• 1 email per workflow
• Up to 2 approved date fields
• Before, on, or after-date timing rules
• Annual recurrence when supported
• Eligibility and exclusion configuration

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
• Up to two accurate date fields
• Final content for one email per workflow
• Approved timing, recurrence, eligibility, and exclusion rules
• Representative test contacts
• Written authorization before activation

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 two workflows or one email per workflow
• Date-data collection or repair
• Custom calendar application development
• New custom template design
• Original long-form copywriting
• Ongoing date 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