Email Marketing
Create, send, and track stunning email campaigns. Choose between a drag-and-drop visual editor or a powerful code editor for complete control.
Creating Emails
Surgio provides two robust environments for crafting your emails, each optimized for different workflows.
Visual Block Editor
Perfect for marketing teams who want to create professional emails without touching code.
- •Drag and drop pre-built blocks
- •Responsive design automatically
- •Image upload and management
- •Real-time preview
- •AI content suggestions
Code Editor
For developers who need pixel-perfect control over every aspect of the email.
- •Full HTML5 and CSS support
- •Syntax highlighting
- •Handlebars templating for dynamic data
- •Live preview panel
- •AI coding assistant
Dynamic Personalization
Both editors support merge tags for personalizing emails:
{{name}} - Recipient's name{{email}} - Recipient's email{{company}} - Company name{{custom_field}} - Any custom fieldSending Infrastructure
Choose the sending method that best fits your needs. Surgio supports both Gmail integration and custom SMTP providers.
Gmail Integration
The easiest way to get started. Perfect for personal outreach and small-scale campaigns.
Setup Steps
- Go to Settings → Email Integration
- Click Connect Gmail
- Authorize Surgio to send emails on your behalf
- Start sending emails from your Gmail address
Custom SMTP
Connect any email service provider for high-volume sending and advanced deliverability.
Configuration
Navigate to Settings → SMTP Configuration and enter:
Template Management
Save time by creating reusable templates for your most common email types.
Saving Templates
After designing an email, click "Save as Template" to add it to your library. Give it a descriptive name and optional tags for easy discovery.
Loading Templates
When creating a new email, click "Load Template" to browse your saved templates. Select one to use it as a starting point, then customize as needed.
Template Best Practices
- •Use merge tags for personalization
- •Test on multiple email clients before saving
- •Keep templates focused on a single purpose
- •Maintain consistent branding across templates
Sent Box & Tracking
Monitor the performance of every email you send. The Sent box provides detailed analytics and delivery status.
What You Can Track
- • Sent count
- • Delivered count
- • Bounced emails
- • Failed deliveries
- • Open rate
- • Click-through rate
- • Unique opens
- • Link clicks
Viewing Details
Click any sent email to see recipient-level details, including who opened it, when they opened it, and which links they clicked.
Unsubscribe Management
Surgio handles email compliance automatically. We ensure every recipient has a way to opt-out of your campaigns, protecting your sending reputation.
Automatic Footer
By default, Surgio automatically appends a professional unsubscribe footer to every campaign email you send. You don't need to do anything—it just works.
"You're receiving this email because you subscribed to our campaign. Unsubscribe from this campaign"
The unsubscribe footer is only automatically added to emails sent via Campaigns. Emails sent individually using the "Send Email" feature (Personal emails) will not have an unsubscribe link appended, even if you use the same template. This ensures your personal 1-on-1 communication remains personal and professional.
Custom Link Placement
If you want to place the unsubscribe link yourself (for example, to match your own custom footer design), simple use the standard placeholder:
{{unsubscribe_url}}Place this inside any link's href field.
<a href="{{unsubscribe_url}}">Click here to unsubscribe</a>
Managing Unsubscribes
You can easily see who has opted out directly from your Campaign Details page.
- 1.Go to your campaign dashboard.
- 2.Look for the red Unsubscribed card to see the total count.
- 3.In the recipient list, unsubscribed users are marked with a Unsubscribed badge and appear dimmed.
Email Inbox
View and manage all your incoming emails directly within Surgio. Switch seamlessly between Gmail and custom SMTP accounts to read emails from multiple sources.
Viewing Emails
Navigate to Emails → Inbox to access your email inbox. The interface features a Gmail-style layout with:
Email List
Browse all your emails with sender, subject, and preview. Click any email to view its full content.
Full-Screen View
When viewing an email, the list automatically hides to maximize reading space. Use the fullscreen button for an immersive experience.
Account Switcher
Manage multiple email accounts from a single inbox. Use the account dropdown at the top of the inbox to switch between:
Gmail Account
View emails from your connected Gmail account. Requires Gmail OAuth integration (see below).
SMTP Account
View emails from your custom SMTP account via IMAP. Requires IMAP configuration (see below).
Setting Up Gmail for Inbox
To view Gmail emails in your inbox, you need to connect your Gmail account with OAuth:
Setup Steps
- Navigate to Emails page
- Expand the Email Integrations section
- Click Connect Gmail under Gmail Integration
- Authorize Surgio to access your Gmail (read and send permissions)
- Once connected, select Gmail from the account dropdown in your inbox
Setting Up IMAP for Custom SMTP Accounts
To receive emails from your custom SMTP account (Outlook, Yahoo, custom domain, etc.), you need to configure IMAP:
Prerequisites
- 1.You must have an SMTP account already configured in Surgio
- 2.IMAP must be enabled in your email provider's settings
- 3.You need your IMAP server details (host, port, credentials)
Configuration Steps
- Navigate to Emails page
- Expand the Email Integrations section
- Click Configure IMAP button next to your SMTP account
- Enter your IMAP server details (see common providers below)
- Click Test Connection to verify your settings
- Once successful, click Save Configuration
- Select SMTP Account from the inbox dropdown to view your emails
Common IMAP Settings
Gmail App Password Required
If using Gmail with IMAP, you must generate an App Password instead of using your regular Google password:
- Go to your Google Account → Security → 2-Step Verification
- Scroll to "App passwords" and click it
- Generate a new app password for "Mail"
- Copy the 16-character password (remove spaces)
- Use this password in the IMAP configuration
Troubleshooting
If IMAP connection times out, check your firewall settings and ensure ports 993 or 143 are not blocked.
Verify your username (usually full email address) and password. For Gmail, ensure you're using an App Password, not your regular password.
Check your email provider's settings to ensure IMAP access is enabled. For Gmail, go to Settings → Forwarding and POP/IMAP → Enable IMAP.