Zoho Campaigns

The Zoho Campaigns integration lets a recipe manage your Zoho Campaigns lists and contacts from activity on your WordPress site: a comment, a purchase, a form submission, a course completion. This article covers connecting your account and building a first recipe.

If you have Uncanny Automator Lite, you’ll first need to connect your site to a free Uncanny Automator account, which gives you app credits to use with Zoho Campaigns. On a paid plan, app integrations are included.

The integration has four actions:

• Create a list: creates a new list in Zoho Campaigns.
• Subscribe a contact to a list: adds an email address to a list you choose.
• Unsubscribe a contact from a list: removes an email address from a list.
• Move a contact to Do-Not-Mail: moves a contact to Zoho’s Do-Not-Mail list so no campaign reaches them.

Connecting a Zoho Campaigns account

1. In your WordPress dashboard, go to Automator > Settings > App integrations > Zoho Campaigns.
2. Click Connect Zoho Campaigns account.

3. Sign in to Zoho if asked, then click Accept to let Uncanny Automator access your Zoho Campaigns account. You are returned to the settings page with the account connected.

Until an account is connected, the recipe builder’s picker hides Zoho Campaigns while its Ready-to-use only switch is on.

Creating a recipe using Zoho Campaigns

This example subscribes a commenter’s email address to a Zoho Campaigns list when they comment on a post. For the builder itself, see Creating a recipe.

1. Go to Automator > Add new recipe. In the Select a recipe type modal choose Logged-in users or Everyone, depending on whether your commenters are logged in (see Recipe types: logged-in users and everyone), and click Confirm.
2. Click Add trigger. In the picker, select WordPress Core, type comment in the search box to shorten the list, and select A user submits a comment on a post.

3. In the Set up step, choose the Post type and the Post to watch. Number of times is how many comments the user must submit before the trigger completes; leave it at 1 so a single comment is enough. Click Save.

4. Click the + at the end of the flow. In the picker, search for Zoho Campaigns, select it, then select Subscribe a contact to a list.
5. In the Set up step, choose the list in List. In Email, click the ∗ button and insert the trigger’s Commenter email token, so the address of whoever commented is the one subscribed (see Managing tokens).
6. Choose a Topic. It is required, and its options come from your Zoho Campaigns account; click Refresh options if one you created recently is missing.
7. Optionally, fill in other contact fields in the Fields table. It lists your Zoho Campaigns contact fields by Field name; type or insert a token in the Value of each one you want to set. Click Refresh if a field you added recently is missing. Click Save.

8. Switch Recipe on in the top bar. The recipe saves automatically, and from now on each comment on that post adds the commenter to the list.

From here you can add more triggers (a comment and a form submission, with Change trigger logic deciding whether any or all must happen), more actions (subscribe the contact and send them an email), or build other recipes around the remaining Zoho Campaigns actions.

Related: Creating a recipe, Managing tokens, Recipe types: logged-in users and everyone