How to Send SMS and Email Campaigns Using Surplus Systems

Enhance your marketing efforts by learning to deploy both SMS and email campaigns through Surplus Systems CRM. This detailed guide explains how to set up, execute, and track the performance of your communications, ensuring you reach your audience through their preferred channels effectively

1. Let's start by clicking Contacts tab.

1 To start, click here.

2. Now, if the contact that you wanted to send SMS or Email is visible, you can select and click on it to open Conversation.

2 Next, click on "Columns".

3. Or you can use the Search bar to find the specific contact for sending SMS or Email.

3 Now, click on the element.

4. Once located, click on the contact to open Conversation.

4 Click here.

5. This is the message header.

5 After, click on "Owner (Assign To)".

6. Click this area to assign owner.

6 Upload

7. Select Assignee by choosing in the drop down list.

7 Next, click on "support@goacquirely.com".

8. Under 'Followers', click "+" icon

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9. Select person from the drop down list

9 Click on "Sales@LevelUp-Tools.com".

10. Click 'Phone' icon to call the contact.

10 Click on the element.

11. Click this icon to 'Read/Unread' Message

11 After that, click here.

12. Next to it, click 'Filters' button.

12 Click here.

13. Manage your filters here

13 Click here.

14. This is the Conversations section

14 Click here.

15. If you wish to send SMS, click 'SMS' icon and begin typing your message in the message field.

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16. For sending email, click on 'Email' icon and start typing your email content in the text field.

16 After that, click on the element.

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