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Optimizing Email Templates with Social Media and Footer Elements in Surplus Systems CRM

Boost the effectiveness of your email campaigns by integrating social media and footer elements into your templates using Surplus Systems CRM. This guide outlines how to seamlessly add social media links and create informative footers, enhancing your brand presence and providing recipients with easy access to key information

1. Navigate to templates tab.

1 Click on the element.

2. Find and click on the Campaigns section.

2 Then, click on "Campaigns".

3. Select a folder that you'd like to save your campaign.

3 Click here.

4. Click on the existing campaign to edit.

4 Click here.

5. Drag and drop Social element to the center field.

5 Upload

6. Social media icons are now added to your campaign.

6 Next, click here.

7. Editing options for social element

7 Following that, click here.

8. Edit social settings here

8 Click on "Edit Social".

9. Additional editing options

9 Following that, click on "Display".

10. Drag and drop footer element to the center field.

10 Upload

11. Editing options for footer element

11 Following that, click on "Copyright © {{right_now.year}} {{location.name}}, All rights...".

12. Footer content format settings

12 After, click here.

13. Adjust footer padding in this area.

13 Upload

14. To save your changes, locate and click the Save button.

14 Click on "Save".
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