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.
2. Select the contacts for bulk email send.
3. Choose 'Send Email' from the bulk actions list.
4. Click 'Ok, proceed' to start creating the email.
5. Start by selecting an email template.
6. Choose the desired email template from the list.
7. Enter your name in the 'From Name' field.
8. Next, provide your email in the 'From email' field.
9. Now, set a subject for your email.
10. Compose your email content here
11. Edit your email content by using these tools
12. Choose a tracking option for your email. For this, choose Send all at once
13. Provide a brief description for your action.
14. Otherwise, set the schedule for your email send.
15. Provide a description for your action
16. Set a date for your email schedule.
17. Choose a time for your email schedule and click 'Continue'
18. If you wish to send emails in a drip mode, select the option.
19. Fill out these details for your Send in drip mode option
