Zoho Campaigns Welcome Email Automation Setup

Service Scope

Zoho Campaigns Welcome Email Automation Setup is a fixed-scope Zoho Campaigns email marketing service for one business, one Zoho Campaigns account, one welcome workflow, and up to three email messages.

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.

Plan the Welcome Journey

We confirm the approved entry source, message sequence, timing, audience eligibility, exclusions, calls to action, and completion conditions.

• Form or list entry
• Up to three messages
• Delay intervals
• Suppression and topic eligibility
• Completion or exit behavior

Build the Workflow and Emails

We configure one automated workflow and format final client-provided content in up to three emails using approved existing templates.

• Trigger configuration
• Email sequence
• Sender and subject details
• Links and tracking
• Eligibility and exclusion rules

Test and Activate

We test representative entry, delay, message, and exit behavior, document visible limitations, and 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 welcome workflow
• Up to 3 welcome emails
• 1 approved form, list, or contact-entry trigger
• Timing and delay configuration
• Eligibility and exclusion rules
• Sender, subject, and link setup

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 three emails
• One approved existing template
• Approved trigger, delays, eligibility, and exit rules
• Representative test contacts
• 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:

• More than three emails or one workflow
• New custom template design
• Original long-form copywriting
• Signup form design
• Contact import or cleanup
• Advanced multi-branch logic
• Ongoing workflow 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