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 get started, click here. This is where, all of your existing signatures will be listed. Simply click the plus icon to create a new one. 

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. For example, if you have an email signature promoting an upcoming event or promotion, you can add those details in these fields to specify when the signature should be used or more about what products are included in this promotion. Then, add your desired formatting to the signature including bold, italic and hyperlinks.

HINT: You can edit the HTML of the signature by clicking the View Source button.

Step 3: Insert a Search & Replace Fields

If you wish to include any information in the email signature which will be unique to the CRM user who uses it (e.g. the CRM 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 CRM user's personal information when it's being used.

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

HINT: We'd strongly recommend that you set a signature as the Profile Default so users don't have to select the signature every time they send a new email via the CRM. Not only will this save time, but it'll ensure users are on-brand.

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