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. 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. 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. 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 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 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 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 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 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 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. 7. Out of Scope (Explicit) ❌ No ESP comparisons ❌ No “Zoho limitations” explanations ❌ No redesign of emails ❌ No partial migration ❌ No suggestion to keep Octopus 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 9. Payment Terms • Payment tied to acceptance criteria • No payment for partial or non-functional delivery • Fixes required until acceptance is achieved 10. Ownership All configurations, fixes, and documentation become the property of the client.