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Customizing Email Templates with the Appearance Tab in Surplus Systems CRM

Unlock the full potential of your email designs by using the Appearance tab in Surplus Systems CRM. This article provides an overview of how to customize the look and feel of your email templates, including layout, colors, fonts, and more, ensuring your emails align perfectly with your brand identity.

1. Let's start by selecting the templates tab.

1 Click on the element.

2. Now, please navigate to Campaigns.

2 Click on "Campaigns".

3. Select the folder that contains the campaign

3 After, click on the element.

4. Select the existing campaign to edit.

4 Click here.

5. Move to the Appearance tab.

5 Click on the element.

6. These are the sub-menu under Appearance Tab. You can use these menu's for you to configure your campaign.

6 Upload

7. Template Setting options under Appearance Tab

7 Click on "Background Color".

8. Button menu options under Appearance Tab

8 Click on the element.

9. Divider menu options under Appearance tab

9 Then, click here.

10. Custom CSS option under Appearance tab

10 Afterwards, click here.

11. Mobile formatting option under Appearance Tab

11 Click on the element.

12. Link menu options under Appearance Tab

12 Click on the element.

13. Click Save button to save your campaign.

13 After that, click on "Save".

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Customizing Email Templates with the Appearance Tab in Surplus Systems CRM | SURPLUS SYSTEMS