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Create email signatures

Create email signatures, set a default for automated emails and assign signatures to your team.

You can create as many email signatures as you need, for example a team signature for automated emails and personal signatures for manual emails. Signatures are set up for each email profile.

Create a signature

  1. Go to Settings → Emails and choose the email profile the signature is for.

  2. Under Email Signatures, click Configure.

  3. Click Add New and enter a Signature name, for example "AR Team".

  4. Type your signature, or paste in the signature you already use. You can resize logos, reorder lines and add links.

  5. To make one signature work for everyone, click Insert smart field and add details such as the user's first name instead of typing a name.

  6. Click Preview to check it, then click Create.

Set a default signature

Switch on Use as default to make the signature the default for the email profile. The default signature is added to automated workflow emails when the template has Include Signature turned on. Only one signature per email profile can be the default.

Assign a signature to your team

  1. Open the signature and click Assign users.

  2. Tick the users who should use it.

  3. Click Save.

When those users send an email manually (Action → Email on a customer), the signature is added for them, with any smart fields filled in. Click Preview before sending to check it.

Use a custom HTML signature

If your signature is in HTML, for example copied from Outlook or Gmail:

  1. In the signature editor toolbar, click the Custom HTML button (the <> icon).

  2. Paste your HTML into the View and edit HTML source window and click Save.

  3. Click Preview to check the result, then Create or Update.

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Video walkthrough

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