Zoho Campaigns Lead Nurture Email Automation Setup

Service Scope

Zoho Campaigns Lead Nurture Email Automation Setup is a fixed-scope Zoho Campaigns email marketing service for one business, one Zoho Campaigns account, one lead nurture workflow, up to five emails, and one decision branch.

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.

Map the Nurture Strategy

We document the intended lead, entry condition, five-message sequence, timing, one decision point, qualification criteria, exclusions, and exit conditions.

• Lead source or audience
• Content sequence
• Delay schedule
• Decision condition
• Qualification and exit rules

Build the Automated Workflow

We configure the supported trigger, up to five emails, delays, one branch, and approved eligibility and exit logic. Final client content is formatted using approved existing templates.

• Entry trigger
• Email steps
• Delays
• One yes-or-no branch
• Completion and exclusion rules

Test the Main Paths

We test representative entry, progression, branch, message, and exit scenarios, then activate the workflow 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.

• 1 Zoho Campaigns lead nurture workflow
• Up to 5 nurture emails
• 1 approved entry trigger
• Timing and delay configuration
• Up to 1 decision branch
• Engagement or qualification 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
• Final approved content for up to five emails
• One approved existing template
• Written lead, branch, qualification, and exit definitions
• Representative contacts for both paths
• Written authorization before activation

Delivery and Revisions

Standard delivery is 10–15 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 five emails, one branch, or one workflow
• Lead-scoring model creation
• CRM sales process design
• Custom event tracking
• Original long-form copywriting
• New reusable template design
• 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