Campaign Overview in Surplus Systems CRM

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.

1 Click on the element.

2. Next, navigate to the 'Campaigns' section.

2 Click on "Campaigns".

3. Now, select the 'Create Folder' option.

3 Click on "Create Folder".

4. Then, click to enter the 'Folder Name'.

4 Click here.

5. Afterwards, finalize by hitting 'Create'.

5 Next up, click on "Create".

6. The folder has been created!

6 Next up, click on "New".

7. Proceed by clicking 'New' to start a new campaign.

7 Click on "New".

8. From the available options, select 'Choose Templates'.

8 Click on "Choose Templates".

9. You're doing great! Continue by clicking settings button.

9 Then, click on the element.

10. Under Settings option, you can configure Campaign Attribution

10 Next, click on "Settings".

11. Here, you need to select 'Sender Preferences'.

11 Click on "Attribution".

12. Afterwards, select 'Fonts' to customize your campaign's text.

12 Afterwards, click on "Attribution".

13. Next, select 'Back' to return to the previous menu.

13 Next up, click on "Back".

14. Now, click to start searching for 'Campaign Name'.

14 Click here.

15. Hit 'Filters' to narrow down your search criteria.

15 Once that's done, click on "Email Campaigns".

16. Sort your campaigns by selecting 'Title'.

16 Click on "Title".

17. Hit 'Last Updated' to see when each campaign was last modified.

17 Click on "Last Updated".

18. Click on 'Execution Date' to view scheduled dates.

18 Click on "Execution Date".

19. To view campaign status, select 'Status'.

19 Click on "Status".

20. Now, interact with the other options icon.

20 Click on the element.

21. Finally, finish up by selecting from these options.

21 Next up, click on "Email Campaigns".

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