Knowledge Base

5 Best Practices for Effective Marketing Automation with Surge.AMS

Surge.AMS is a powerful marketing automation tool that allows you to create and execute complex marketing campaigns to engage your audience and drive business growth. One of the key features of Surge.AMS is its ability to create targeted segments, campaigns, emails, text messages, and focus items to ensure that you are delivering the right message to the right people at the right time. In this blog post, we will explore some best practices for using these features in Surge.AMS, with a focus on welcome campaigns, exit intent pop-ups, and autoresponders.


Segmentation is the foundation of any effective marketing campaign. Surge.AMS allows you to create segments based on a wide range of criteria, including demographics, behavior, and interests. By segmenting your audience, you can create more personalized and relevant campaigns that resonate with your customers.

Best practices for segmentation in Surge.AMS include:

  • Start with a clear understanding of your target audience and the segments that are most relevant to them.
  • Use data from multiple sources to create more detailed and accurate segments.
  • Regularly update your segments to ensure they remain relevant and accurate.
  • Test different segments to determine which ones are most effective in driving engagement and conversions.


Surge.AMS allows you to create multi-channel campaigns that include email, SMS, focus items, and more. When creating a campaign, it’s important to have a clear goal in mind and to ensure that all elements of the campaign are aligned with that goal.

Best practices for creating campaigns in Surge.AMS include:

  • Define a clear goal for each campaign, such as increasing sales or driving engagement.
  • Use a mix of channels to reach your audience, including email, SMS, social media, and focus items.
  • Ensure that all elements of the campaign are consistent in terms of messaging, branding, and tone.
  • Use A/B testing to optimize your campaigns over time.


Email is one of the most effective marketing channels, and Surge.AMS allows you to create and send highly targeted and personalized emails to your audience. When creating emails, it’s important to focus on the subject line, the content, and the call to action.

Best practices for creating emails in Surge.AMS include:

  • Write clear and compelling subject lines that grab the reader’s attention.
  • Use personalization tokens to make your emails more personalized and relevant.
  • Focus on the content of the email, ensuring that it is informative, engaging, and easy to read.
  • Include a clear call to action that encourages the reader to take the next step.

Text Messages

SMS is a powerful channel for engaging with customers in real-time. Surge.AMS allows you to create and send targeted text messages to your audience, providing a quick and effective way to communicate with your customers.

Best practices for creating text messages in Surge.AMS include:

  • Keep your messages short and to the point, focusing on the key message you want to convey.
  • Use personalization tokens to make your messages more relevant and engaging.
  • Use a clear call to action that encourages the reader to take action.
  • Ensure that your messages are sent at an appropriate time, taking into account time zones and other factors.

Focus Items

Focus items are a great way to capture the attention of your audience and drive engagement. Surge.AMS allows you to create and display focus items on your website, such as pop-ups, slide-ins, and notification bars.

Best practices for using focus items in Surge.AMS include:

  • Use clear and compelling messaging that encourages the reader to take action.
  • Ensure that the focus item is relevant to the page content and the visitor’s behavior.
  • Use A/B testing to optimize the placement, design, and messaging of your focus items.
  • Set clear goals for your focus-items

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