How to Import HTML Email Templates/Campaigns into Surplus Systems CRM

Easily enhance your email marketing efforts by importing HTML email templates and campaigns into Surplus Systems CRM. This guide provides clear instructions on the import process, ensuring your custom designs and campaigns are seamlessly integrated for a cohesive and effective email marketing strategy.

1. Start by selecting Templates from the menu.

1 Click on "Templates".

2. Then, choose Campaigns to proceed.

2 Now, click on "Campaigns".

3. Next, click New to create something fresh.

3 Next up, click on "New".

4. Select 'Blank' to start from scratch.

4 Click here.

5. Now, select HTML Code Editor

5 Click on "Select".

6. Click here to modify further details.

6 Following that, click here.

7. The template has been updated.

7 Click on "Back".

8. Ensure your changes are saved; click Save.

8 Click on "Save".

9. Go back.

9 Click on "Back".

10. Next, revisit Templates to add or adjust.

10 Next up, click on "Templates".

11. Again, click New to start afresh.

11 Next up, click on "New".

12. Select a Blank Template to begin from scratch.

12 Click on "Blank Template".

13. Now choose HTML Code Editor .

13 Click on "Select".

14. Paste your HTML code here.

14 Click on "xmlns".

15. Finalize by clicking Save Template.

15 Click on "Save Template".

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