How to Create an Email Campaign in Surplus Systems CRM

Learn the essentials of crafting compelling email campaigns with Surplus Systems CRM. This guide outlines the process from designing your email to segmenting your audience and analyzing results. Get insights on best practices to engage your subscribers and achieve your communication goals effectively.

1. Navigate to Templates

1 Click on the element.

2. After that, select the 'Campaigns' option.

2 Click on "Campaigns".

3. Press the 'New' button.

3 Then, click on "New".

4. Next, choose blank template to start from scratch

4 Next, click here.

5. These are the two options for email campaign editor

5 Next up, click on the element.

6. Choose the desired design by clicking 'Select'.

6 Click on "Select".

7. You can name your campaign here!

7 Then, click on "Untitled campaign name".

8. Click 3 dots to view more options.

8 Afterwards, click here.

9. Select action from the list

9 Once that's done, click on "Back".

10. Next, find and select the 'Elements' section.

10 Click on "Elements".

11. This is where you can build your campaign. Simply drag and drop the elements here.

11 Then, click on the element.

12. Hit Save once you want to save the campaign as DRAFT.

12 Next, click on "Save".

13. Your new campaign has been added to the list.

13 Click here.

14. Press 'Send or Schedule' icon.

14 Now, click on "Send or Schedule".

15. Fill in details to 'Send Now' the campaign

15 Then, click on "Send or Schedule".

16. Next, choose 'Schedule' and fill in details to process the option.

16 Click on "Send or Schedule".

17. Select "Batch Schedule' and fill in necessary details to process your option.

17 Click on "Send or Schedule".

18. Last option is RSS Schedule

18 After that, click on "Send or Schedule".

19. Once done, you can Test Email to check before sending it to the recipients.

19 Afterwards, click on "Send Test Email".

20. Click here for more actions

20 After that, click on the element.

21. Choose action that you'd like to execute.

21 Click on "Email Campaigns".

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