Mastering Bulk Email Sends with Surplus Systems: A Step-by-Step Guide

Learn how to efficiently send bulk emails using Surplus Systems CRM to enhance your marketing reach and engagement. This guide covers everything from setting up your email campaign to analyzing post-send metrics to ensure maximum impact. Perfect for marketers looking to save time while maintaining personalized communication with their audience.

1. Navigate to your contacts list.

1 Click on the element.

2. Select the contacts for bulk email send.

2 Click here.

3. Choose 'Send Email' from the bulk actions list.

3 Click here.

4. Click 'Ok, proceed' to start creating the email.

4 Click on "Ok, proceed".

5. Start by selecting an email template.

5 Click on the element.

6. Choose the desired email template from the list.

6 Once that's done, click on the element.

7. Enter your name in the 'From Name' field.

7 Next up, click on the element.

8. Next, provide your email in the 'From email' field.

8 Click on the element.

9. Now, set a subject for your email.

9 Click on the element.

10. Compose your email content here

10 Upload

11. Edit your email content by using these tools

11 Upload

12. Choose a tracking option for your email. For this, choose Send all at once

12 Afterwards, click here.

13. Provide a brief description for your action.

13 After that, click here.

14. Otherwise, set the schedule for your email send.

14 Next, click on "Send all at schedule time".

15. Provide a description for your action

15 Click on the element.

16. Set a date for your email schedule.

16 Afterwards, click on the element.

17. Choose a time for your email schedule and click 'Continue'

17 Afterwards, click on the element.

18. If you wish to send emails in a drip mode, select the option.

18 Once that's done, click here.

19. Fill out these details for your Send in drip mode option

19 Now, click here.

20. Send Email once it's all set!

20 Now, click on "Send Email".

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