Leveraging Automation in SmartLists for Efficient CRM Management

Discover the power of automation within SmartLists in Surplus Systems CRM to streamline your marketing and sales processes. This guide explains how to set up automated actions that trigger based on list criteria, helping you engage leads, follow up on opportunities, and maintain connections effortlessly


1. Navigate to Contacts section.

1 Click here.

2. Then select contacts from the list

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3. Access the automation settings.

3 Then, click here.

4. Click 'Ok, proceed' to confirm selections.

4 Afterwards, click on "Ok, proceed".

5. Select a workflow from the drop down list

5 Click on "Add the following contacts".

6. Add All at once automation type.

6 Next, click on "Automation Type".

7. Fill in description to your action

7 Then, click on "Add all at schedule time".

8. Next, add all at scheduled time automation type.

8 Now, click on "Automation Type".

9. Provide a description to your action

9 Click here.

10. Specify date and time for the scheduled time.

10 Afterwards, click on the element.

11. Click continue after choosing the scheduled date & time

11 Next up, click on the element.

12. Lastly, add in drip mode option

12 Afterwards, click on "Add in drip mode".

13. Fill in details for your action

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

14. Select Start Date here

14 After that, click here.

15. Next, provide batch quantity

15 Click on "Cancel".

16. Set repetition schedule

16 Click on "Add to Automation".

17. Set scheduled dates to send.

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18. Set Start from and End At dates

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19. Lastly, click add to automation to add successfully!

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