Zoho Campaigns Engagement-Based Email Workflow Setup

Service Scope

Zoho Campaigns Engagement-Based Email Workflow Setup is a fixed-scope Zoho Campaigns email marketing service for one business, one Zoho Campaigns account, one engagement-based workflow, and up to three follow-up emails.

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.

Define the Engagement Trigger

We confirm the supported source campaign or email action, the evaluation window, eligible contacts, exclusions, and the response expected after the selected behavior.

• Campaign or message source
• Open or link action when supported
• Evaluation timing
• Audience eligibility
• Exit and suppression rules

Build the Follow-Up Paths

We configure one workflow with up to three emails, delays, and one engagement branch using final client-provided content and approved existing templates.

• Trigger
• Follow-up messages
• One engagement condition
• Delays
• Exit behavior

Test Supported Behavior

We test representative paths and document measurement limitations. Privacy controls, delayed activity reporting, and blocked tracking can affect open-based conditions.

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 engagement-based Zoho Campaigns workflow
• Up to 3 follow-up emails
• 1 approved campaign or email-action trigger
• Timing and delay configuration
• Up to 1 engagement branch
• Eligibility, exclusion, 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
• One approved campaign or email action
• Final content for up to three follow-up emails
• One existing template
• Approved branch, delay, eligibility, and exit rules
• Written authorization before activation

Delivery and Revisions

Standard delivery is 7–10 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:

• Custom event implementation
• More than three emails or one branch
• Creation of the source campaign
• New custom template design
• Original long-form copywriting
• Guaranteed tracking accuracy
• Ongoing 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