Manage Your Ads

Manage Your Ads Advertise in your campaigns In the main menu of your dashboard, you’ll find Ads – there you can create and manage ads that you can then add to your campaigns. Click Ads Manager to expand the submenu to show all four options: Ads, Ad Zones, Ad Campaigns, and Ad Reports.   Here’s…

Sales CRM Overview

Sales CRM Overview In the main menu of your dashboard, you’ll find Sales CRM – there you can manage your campaign previews, your leads, and your website widget.     Previews Here you can see a list of all your created previews and information about them, preview your campaigns, view the related leads list, and…

Manage Your Apps

Manage Your Apps In the main menu of your dashboard, you’ll find Apps – there, you can create and manage your applications. Select Apps from the main menu to see a list of your available apps.   Apps management overview You can quickly access various aspects of each app, including quick access features and the…

Automation Overview

Automation Overview Use Automations to send out your guest data Once you’ve added an app to your account, integrating with a third party, you can use those apps to create automations. What are automations? Automations are tasks that you would normally perform yourself, but are instead completed for you by SurgeSocial or other services such…

Timeline Overview

Timeline Overview See your connected guests in real-time In the main menu, you’ll find Timeline – there, you can view a timeline history of all connections to all your locations. Each entry on your timeline is in chronological order, with the most recent connection appearing first, at the top of the screen. Scrolling down will…

Analytics Overview

Analytics Overview View aggregated guest data In the main menu, you’ll find Analytics – there, you can view and manage all the data you have collected from your contacts in an easily-understood way with charts and graphs — as well as export that data. The Analytics section of your dashboard will begin on the Essentials…