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
2. After that, select the 'Campaigns' option.
3. Press the 'New' button.
4. Next, choose blank template to start from scratch
5. These are the two options for email campaign editor
6. Choose the desired design by clicking 'Select'.
7. You can name your campaign here!
8. Click 3 dots to view more options.
9. Select action from the list
10. Next, find and select the 'Elements' section.
11. This is where you can build your campaign. Simply drag and drop the elements here.
12. Hit Save once you want to save the campaign as DRAFT.
13. Your new campaign has been added to the list.
14. Press 'Send or Schedule' icon.
15. Fill in details to 'Send Now' the campaign
16. Next, choose 'Schedule' and fill in details to process the option.
17. Select "Batch Schedule' and fill in necessary details to process your option.
18. Last option is RSS Schedule
19. Once done, you can Test Email to check before sending it to the recipients.
