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 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 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 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 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 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…
Contacts Overview Manage your guest records In the main menu of your dashboard, you’ll find Contacts – there, you can manage all of the contacts collected from your campaigns as well as send out real-time broadcasts. Selecting Contacts from the main menu will display a list of everyone who has connected to one of your…
Manage Your Campaigns Manage your guest login experience In the main menu, you’ll find Campaigns – there, you can create, edit, and manage your campaigns that will be broadcast at your locations. Campaign management overview You can quickly access each of your campaigns from this list. Create campaigns You can create new…
Manage Your Devices In the main menu of your dashboard, you’ll find Devices – there, you can manage all of the network devices you have deployed, as well as add new ones. Once you have added your devices, you can assign them to locations — then your locations will start broadcasting your campaigns and…
Manage Your Locations In the main menu of your dashboard, you’ll find Locations – where you can create and manage everything that is associated with each of your locations. Locations overview Go to Locations in the main menu. This will display your locations. Locations management overview You can quickly…
Manage Your Clients In the main menu, you’ll find Clients – there you can create clients and manage their assigned locations, campaigns, apps, scheduled reports, and sub-users. Clients overview Select Clients from the main menu. This will display your clients, as well as the number of associated locations, campaigns, apps, users, and…
Dashboard Overview The main dashboard of your account contains a number of reports, meant to give you as much of the most important information as possible on a single screen. Platform Metrics This shows you the number of clients, locations, devices, and apps that are associated with your account. This will show all…