Zoho Campaigns Training & Consultation

Service Scope

Zoho Campaigns Training & Consultation is a fixed-scope Zoho Campaigns email marketing service for one private ninety-minute remote session, up to three attendees, and up to three approved Zoho Campaigns topics.

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.

Choose Up to Three Topics

We agree on a focused agenda before the session so the available time is used on the client’s highest-priority email marketing questions.

• Account and sender settings
• Contacts, lists, topics, and segments
• Templates and campaigns
• Email workflows
• Reports and analytics
• CRM or store integration concepts

Complete a Live Guided Session

We walk through the approved topics in the client’s account or an appropriate demonstration environment and answer in-scope questions during the ninety-minute session.

Receive Notes and Next Steps

After the session, the client receives concise notes summarizing key answers, decisions, recommended next actions, and items that require separate implementation or research.

Testing and Validation

Before the session, we confirm the agenda, attendee count, meeting link, screen-sharing plan, and whether the client account or a demonstration environment will be used.

• Three-topic agenda
• Up to three attendees
• Primary questions
• Meeting access
• Account-access expectations
• Time and time zone

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.

• Topics covered
• Key answers and decisions
• Recommended next steps
• Visible platform limitations
• One follow-up clarification email

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
• Names and email addresses for up to three attendees
• Up to three topics and primary questions submitted in advance
• Account access or screen-sharing permission when account-specific guidance is requested
• Attendance at the scheduled time

Delivery and Revisions

Sessions are normally scheduled within 5–7 business days after the agenda and attendee information are received. One reschedule is permitted with at least one business day of notice.

Concise session notes are provided after the meeting. One follow-up clarification email submitted within seven days is included; additional meetings, research, implementation, or documentation are separate services.

Important Scope Boundaries

The following items are not included in this service:

• Hands-on account implementation
• Campaign scheduling or launch
• DNS, integration, or data changes
• Custom code development
• Full account or deliverability audit
• Custom training manual or recording production
• Additional meetings
• 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