Zoho Campaigns fixes -- 2

Budget 200$

1. Background

We currently send commercial newsletters using the following stable production stack:

Designmodo → AdButler → Email Octopus

This setup is revenue-safe, technically stable, and serves as the reference standard.

A strategic decision has been made to fully retire Email Octopus and move 100% of email sending to Zoho Campaigns.

Previous attempts to use Zoho Campaigns failed due to:
– HTML rendering issues
– AdButler conflicts
– list inflation and data architecture problems
– unstable test sending

This project is execution-only.
No research, no experimentation, no partial migrations.

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2. Objective (Non-Negotiable)

Deliver a production-ready Zoho Campaigns setup that:

• Uses HTML built in Designmodo
• Correctly inserts AdButler ad units
• Does not duplicate or break ads
• Renders correctly in Outlook, Gmail, Apple Mail
• Replaces Email Octopus completely

Email Octopus must be removable without any loss of functionality.

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3. Current Stable Baseline (Reference Standard)

Designmodo → AdButler → Email Octopus is the current production setup and must be treated as the benchmark.

• HTML loads without modification
• AdButler ads insert correctly
• No ad duplication
• No HTML breakage
• Stable sending
• Correct rendering in Outlook, Gmail, Apple Mail
• Clean unsubscribe and bounce handling

Zoho Campaigns must replicate this behavior 1:1 before Email Octopus is retired.

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4. Scope of Work

4.1 Zoho Campaigns Full Reset & Cleanup

Contractor must:

• Fully reset Zoho Campaigns (lists, segments, workflows, rules)
• Remove all legacy configurations
• Ensure no historical logic affects new campaigns

Deliverable:
Clean Zoho Campaigns environment, ready for rebuild

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4.2 Correct Data Architecture (Mandatory)

Implement correct structure:

• Zoho CRM is the single source of truth
• Clear separation between:
– Leads
– Contacts
– Subscribers
• Correct CRM → Campaigns sync
• No artificial list inflation
• No duplicate subscribers
• Unsubscribes sync correctly across systems

Deliverable:
– Documented data flow
– Verified sync with test contacts

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4.3 Designmodo HTML Compatibility

Ensure that HTML exported from Designmodo:

• Uploads without errors
• Saves correctly (Save / Save & Next)
• Sends test emails successfully
• Is not altered or injected with unwanted markup

Deliverable:
– Successful test sends using Designmodo HTML

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4.4 AdButler Integration Fix (Critical)

Zoho Campaigns must:

• Insert AdButler ad units correctly
• Never duplicate ads
• Never break layout
• Preserve ad rotation and tracking

Ad behavior must match Email Octopus 1:1.

Deliverable:
– Verified ad rendering in test and live sends

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4.5 Cross-Client Rendering Validation

Emails must render correctly in:

• Outlook (Windows desktop)
• Gmail (web + mobile)
• Apple Mail

Deliverable:
– Screenshot proof or live test confirmation

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5. Testing & Cut-Over Process

Phase 1 — Parallel Testing

• Same HTML
• Same AdButler setup
• Sent via Zoho Campaigns
• Compared against Email Octopus output

Phase 2 — Acceptance

Once Zoho output matches baseline:

• Email Octopus sending is disabled
• Zoho Campaigns becomes the only sender

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6. Acceptance Criteria (Strict)

Project is considered complete only if:

✓ Zoho Campaigns sends Designmodo HTML without errors
✓ AdButler ads display correctly with no duplication
✓ Emails render correctly in all required clients
✓ Unsubscribes and bounces work correctly
✓ Email Octopus can be fully retired

Any failure = project not accepted.

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7. Out of Scope (Explicit)

❌ No ESP comparisons
❌ No “Zoho limitations” explanations
❌ No redesign of emails
❌ No partial migration
❌ No suggestion to keep Octopus

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8. Contractor Requirements

• Proven experience with Zoho Campaigns
• Strong HTML email debugging skills
• Experience with third-party ad insertion in email
• Understanding of CRM → Campaigns data flows

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9. Payment & Work Format (Fixed and Non-Negotiable)

• This project is paid as a fixed fee of $150 USD
• No hourly billing
• No milestones
• No renegotiation

• Work is performed via full remote control of my computer (not screen sharing)
• Contractor operates directly on my machine during agreed sessions

Payment is released only after all acceptance criteria in Section 6 are fully met.

Partial or non-functional delivery is not accepted.

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10. Ownership

All configurations, fixes, and documentation become the property of the client.

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11. Mandatory Confirmation (Read-to-the-End Check)

To confirm that you have fully read and understood the project details, your application must end with the following exact phrase:

Control phrase:
Designmodo → AdButler → Zoho Campaigns — understood

Applications without this phrase will be ignored.