Help CenterCampaign ManagementTriggering your campaignTrigger Campaigns through Zoho CRM in Mailmodo

Trigger Campaigns through Zoho CRM in Mailmodo

Last updated December 25, 2023

In this article we will see how to send trigger campaigns in Mailmodo from your Zoho CRM account.

How to create a trigger campaign in Mailmodo?

Step 1: Go to templates from the vertical menu on the left side. Click on create new template.

Trigger Campaigns through Zoho CRM in Mailmodo

Step 2: Either select a blank template or a pre-existing template 

Trigger Campaigns through Zoho CRM in Mailmodo

Step 3: Use the editor to edit the template. Save and rename the template upon completion.  After saving, click on back arrow.

Trigger Campaigns through Zoho CRM in Mailmodo

Step 4: Click on save and exit.

Trigger Campaigns through Zoho CRM in Mailmodo

Step 5: You will be redirected to the home page. Click on Trigger under Campaigns from the vertical menu on the left. Next, click on Create trigger campaign.

Trigger Campaigns through Zoho CRM in Mailmodo

Step 6: Select the template you saved before. Click on next.

Trigger Campaigns through Zoho CRM in Mailmodo

Step 7: Add Subject Line, Pre-header text, From name and Reply to email. Click on next.

Trigger Campaigns through Zoho CRM in Mailmodo

Step 8: You will be redirected to trigger on events. Select Webhook from the list of platforms. Click on next.

Trigger Campaigns through Zoho CRM in Mailmodo

Step 9: Review and test your campaign. To test, click on send test campaign->enter email ID->send test email.

Once tested and reviewed, click on enable campaign.

Trigger Campaigns through Zoho CRM in Mailmodo

Step 10: You will be redirected to Campaign page. Select setup steps -> Click on Copy URL button. We will use this webhook url in Zoho CRM. 

Trigger Campaigns through Zoho CRM in Mailmodo

 

To access this page in future, go to trigger in the vertical menu (left side)->select the campaign-> setup steps

Zoho CRM Setup

Step 1From your Zoho CRM home page, click on Setup (Gear Icon)->Automations->Workflow Rules

Trigger Campaigns through Zoho CRM in Mailmodo

Step 2Click on Create Rule -> Select a Module, for ex -> Contacts -> Add Rule Name and Click Next

Trigger Campaigns through Zoho CRM in Mailmodo
Trigger Campaigns through Zoho CRM in Mailmodo

Step 3Add an event by selecting an option for, 'When do you want to execute this rule?'. 

For example, Select, 'On a record action' -> Create. It would mean, You want to execute this workflow when a contact is created. 

Trigger Campaigns through Zoho CRM in Mailmodo

Step 4: Click Next to add conditions in the workflow. For example, here you can select, 'All Contacts',  this would mean that this workflow would consider all the contacts. 

Trigger Campaigns through Zoho CRM in Mailmodo

Step 5Click Next and Choose Webhook as an Instant action. 

Trigger Campaigns through Zoho CRM in Mailmodo

Step 6: Click on New Webhook to set up the configuration. 

Trigger Campaigns through Zoho CRM in Mailmodo
Follow the steps in the video and add the relevant details. 

1. Paste the URL copied from Mailmodo's Trigger Info section. Select request Method as POST.

Trigger Campaigns through Zoho CRM in Mailmodo

2. Select body type as raw and format as JSON. Copy and paste the following code snippet in the body :

{  "email": "",  "data": {} }
Trigger Campaigns through Zoho CRM in Mailmodo

Map the respective parameters as shown in the video. Place the cursor in between the double quotes and type "#". Select the relevant user attribute from the drop-down list. 

After mapping, the body should look like this:

{  "email": "${Contacts.Email}",  "data": {} }

The argument to “email” points to recipient emails and “data” points to the personalisation parameters. 

NOTE: You can add more parameters (depending on the campaign) by adding a few extra lines of code in the “data” section.

Make sure that the key of the parameter is exactly same as the key written in the email.

For example:

{ "email":"abc@gmail.com", "data":{ "first_name":"John", “last_name”:”Doe”, “Age”:”18”, }
}

Replace the parameter ‘John’ with ‘#’ and select the appropriate field matching the parameter ‘first_name’.

Step 7Click on Save and Associate to complete the setup.

Trigger Campaigns through Zoho CRM in Mailmodo

 

Once everything is configured, click on Save to set the Rule active. 

Trigger Campaigns through Zoho CRM in Mailmodo

You have successfully created a trigger campaign!

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