Zoho Campaigns Migration Service

Service Scope

Zoho Campaigns Migration Service is a fixed-scope Zoho Campaigns email marketing service for one business, one source email marketing platform, one Zoho Campaigns account, and up to 10,000 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.

Inventory the Source Account

We review the approved source export, contact fields, lists, segments, subscription categories, suppression records, and up to three compatible email templates.

• Contact count and status
• Standard and custom fields
• Audience structures
• Suppression data
• Reusable template assets

Prepare the Destination Structure

We configure the approved Zoho Campaigns fields, lists, topics, and naming structure before importing the prepared data.

• Up to fifteen mapped fields
• Up to ten audience structures
• Subscription mapping
• Suppression preservation
• Template destination

Migrate and Validate

We complete one primary migration, compare source and destination counts, review skipped or restricted records, and make one in-scope correction attempt. Up to three compatible templates are recreated or imported within the available editor capabilities.

• Imported contacts
• Field values
• List and topic membership
• Restricted statuses
• Template rendering

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 source email marketing platform
• Up to 10,000 email contacts
• Mapping of up to 15 contact fields
• Up to 10 lists, segments, or topic structures
• Unsubscribe and suppression data preservation
• Migration of up to 3 compatible email templates

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
• Source-platform administrator or export access
• Complete contact, status, suppression, and asset exports
• Approved source-to-destination mapping
• Documented permission for subscribed contacts

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 10,000 contacts or one source platform
• Historical campaign report migration
• Unsupported feature recreation
• Complex automation migration
• Data enrichment or major database repair
• Source-platform cancellation or billing management
• 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