Designing Effective Email Layouts in Surplus Systems CRM

Craft visually appealing and highly functional emails using the Email Layouts feature in Surplus Systems CRM. This guide walks you through the different layout options available, providing best practices and tips to structure your emails for maximum engagement and readability. Enhance your email marketing by mastering the art of effective email layouts.

1. Begin by clicking ‘Templates’.

1 To start, click on the element.

2. Next, under Emails, select ‘Templates’.

2 Click on "Templates".

3. Then, choose an email template or open a folder.

3 Click on the element.

4. Drag and drop selected layout in the center field area.

4 Click here.

5. Editing options for this element

5 Upload

6. Subsequently, opt for your preferred layout style.

6 Following that, click here.

7. Afterwards, customize your margin settings.

7 Now, click on "Margin".

8. Next, you can choose the background type.

8 Upload

9. Progress by entering the desired hex color code.

9 Then, click on the element.

10. Following that, choose a pattern.

10 Now, click on "Select a pattern".

11. Pick on the available patterns you desired to use in your template.

11 Click on the element.

12. Lastly, ensure to save your template.

12 Click on "Save Template".

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