Mastering Email Templates: Text and Image Elements in Surplus Systems CRM

Elevate your email campaigns with striking text and image elements using Surplus Systems CRM. This guide delves into the process of incorporating visually appealing graphics and effective text in your email templates, enhancing engagement and conveying your message more powerfully to your audience

1. Start by selecting Templates tab

1 Firstly, click on the element.

2. Continue by clicking on the 'Campaigns' section.

2 Next, click on "Campaigns".

3. Move forward and tap on the 'New' button to create a new campaign.

3 Then, click on "New".

4. Choose 'Blank' option to start from scratch

4 Click here.

5. Select Design Editor to configure your campaign.

5 Following that, click on "Select".

6. You can set the campaign name in this section

6 Afterwards, click on "Untitled campaign name".

7. These are the elements in building your campaign

7 Click here.

8. To start editing using text element, you need to drag this to center.

8 Upload

9. You can see here the formatting options in text element.

9 Click on "Padding".

10. There are other tools as well that helps you with your text element.

10 Afterwards, click on "Heading".

11. Adjust the text element padding in this area.

11 Click here.

12. Drag and drop image element in the center field

12 Upload

13. Adjust and configure your image element in this area

13 Click on "Edit Image".

14. Additional image element settings

14 After, click on the element.

15. You can check these options as well .

15 Following that, click on the element.

16. Round off by clicking 'Save' to keep your changes.

16 Following that, click on "Save".

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