Prerequisites

  • You'll need CRM Admin rights in order to follow the steps in this article

Step 1: Creating a New Email Signature

When sending an email from the CRM, you have the option to choose different pre-configured signatures. To add a new Email Signature, you'll need to access the configure option via the Send Email view. 

Here, all of your existing signatures will be listed. Simply click the plus icon to add in a new signature. 

Step 2: Add Name & Description

Ensure you give the signature a relevant name and description, as these should help explain to other users when this email signature template should be used. Then, add formatting to your signature including bold, italic and hyperlinks.

Step 3: Insert a Search & Replace Fields

Please note: if you wish to include any information in the email signature which will be unique to every single user (e.g. the user's name, job title etc.), use the Field Selector on the right-hand side of the editor. These search and replace fields will ensure it pulls through the user's personal information when it's being used.

Once happy with your new Email Signature, click 'Create'. The signature will now appear within the signature drop-down to be used within the Send Email view.  

Please note: If you have a HTML signature that you wish to use, please contact the Customer Success Team to discuss this further. 

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