How to Share a Dynamic Video Campaign through Zoho
1. Create your Dynamic Video Campaign
Generate your Dynamic Videos and ensure all of them have been processed
2. Download the updated CSV File
Download the CSV file of leads to get the updated version where any unsuccessful videos are filtered out.
Click on Download CSV to get the updated version.
3. Access Zoho Account
Log in to your Zoho account.
Go to Contacts and click on Manage Lists.
4. Create and Import Contact List
Create a new list (e.g., "July List").
Click on Import Contacts.
Upload the downloaded CSV file:
Map only the mandatory fields (email and first name: ). Optionally, map job title and company name.
Save and import the contacts.
Note: You don't need to map Video Link or background URL.
5. Create an Email Campaign
Go to Campaign and select Create Campaign > Email Campaign > Regular Email.
Name your campaign (e.g., "July Campaign").
Add a subject line and sender information.
6. Add Recipients
Click on List and select your newly imported contact list.
7. Create Email Content
Choose Pre-designed Templates.
Use the Insert HTML tool from the left sidebar.
Drag and drop the HTML block into your email content.
8. Insert Dynamic Video Campaign
Go back to your dynamic video campaign and select Share Campaign > Zoho.
Copy the provided HTML code and paste it into the HTML block in Zoho.
Apply the changes.
Side Notes
Variables and Placeholders: During test emails, placeholders might not display correctly due to variable placeholders. For accurate testing, add yourself as a contact and send the campaign to a secondary email with a different domain.
Spam Issues: Sending emails from the same inbox to the same inbox may be flagged as spam. Use a different domain for test emails if needed.