Get a detailed overview of campaign management within Surplus Systems CRM. This article explains how to navigate the campaign module, encompassing creation, execution, and tracking of various marketing campaigns. Learn to leverage these tools to drive engagement, measure effectiveness, and achieve your marketing goals efficiently.
1. Begin by selecting templates tab.
2. Next, navigate to the 'Campaigns' section.
3. Now, select the 'Create Folder' option.
4. Then, click to enter the 'Folder Name'.
5. Afterwards, finalize by hitting 'Create'.
6. The folder has been created!
7. Proceed by clicking 'New' to start a new campaign.
8. From the available options, select 'Choose Templates'.
9. You're doing great! Continue by clicking settings button.
10. Under Settings option, you can configure Campaign Attribution
11. Here, you need to select 'Sender Preferences'.
12. Afterwards, select 'Fonts' to customize your campaign's text.
13. Next, select 'Back' to return to the previous menu.
14. Now, click to start searching for 'Campaign Name'.
15. Hit 'Filters' to narrow down your search criteria.
16. Sort your campaigns by selecting 'Title'.
17. Hit 'Last Updated' to see when each campaign was last modified.
18. Click on 'Execution Date' to view scheduled dates.
19. To view campaign status, select 'Status'.
20. Now, interact with the other options icon.
21. Finally, finish up by selecting from these options.
