Before you start
- A live campaign. See Create a campaign.
1
Read the counters on Campaigns
Open Outbound, then Campaigns. Each row shows Sent and Failed. A lead that was skipped before the send adds to neither number. If Sent does not move after a test lead, go to the next step.
2
Find the reason in Logs
Open Logs and filter Source to Zoho CRM. A skip is a warning line that reads “Template send skipped:” followed by the reason, for example
phone_missing or template_inactive. A success reads “Outbound template sent”. The reasons and what to do about each are listed on How a send works.3
Read the conversation
Open Conversations. A sent message appears on the lead’s thread with its delivery marks. See Thread and ticks.
When the counters and Zoho disagree
Troubleshooting overview
Start from the symptom.
