How to Edit Templates in Surplus Systems CRM

Customize your communications with ease by learning how to edit templates in Surplus Systems CRM. This guide provides step-by-step instructions on modifying existing templates, enabling you to tailor content to better meet your business needs and resonate with your audience.

1. Start by selecting the 'Templates' option.

1 Click on the element.

2. Next, access 'Templates Snippets' to proceed.

2 Click on "Templates Snippets".

3. To edit an email template, click this icon.

3 After that, click here.

4. Provide your email changes in here. Whether in the email content, contact type or the Subject.

4 Click on "Compose Email Template".

5. Then hit Save button once done.

5 Upload

6. Next, if you want to edit SMS template click this icon.

6 After that, click on the element.

7. Provide changes for the content or template name

7 Click on "Compose Text Template".

8. Hit save button as well once done

8 Click on "Compose Text Template".

9. Under Emails, click on Templates to edit templates within a workflow.

9 Afterwards, click on "Templates".

10. Select a folder.

10 Click here.

11. Then click on the workflow.

11 Click on the element.

12. You can now edit this template within a workflow.

12 Click on the element.

Did this answer your question?

😞

😐

😁