Crafting and Applying Email Signatures in the CRM

Setting Up Your Email Signature

Establishing your email signature within the CRM is an easy task. Here’s how you can do it:

1. Go to Settings: Start by accessing the settings option from the CRM’s main dashboard.

2. Select "My Profile": Once in the settings menu, find and click on the "My Profile" section.

3. Enter Your Signature: Scroll down to the email signature area. Here, you can create your signature by typing it out. If you already have a pre-existing signature from another platform, simply copy it and paste it into the designated area. Be sure to adjust the formatting if needed to ensure it appears as intended.



4. Add Images (Optional): If you'd like to include images such as your company logo, you can drag and drop the image into the editor. Resize the image to fit within the signature appropriately.

5. Save Changes: After customizing your signature to your satisfaction, don’t forget to save the changes so they will take effect.

Using Your Email Signature

After your signature is set up, there are two ways you can incorporate it into your emails:

1. Manually Adding the Signature: If you prefer to insert your signature manually in certain emails, use the placeholder {{user.email_signature}} at the end of your email text.




2. Automatic Signature Inclusion: For a more hands-off approach, you can set your signature to automatically attach to all outgoing messages. This way, it will always be included without you needing to add it manually.

Note: Your email signature will only appear in messages if you are the designated contact person for the recipient. This ensures the correct signature is attached when multiple users are sending emails through the CRM.

Common Issues and FAQs

• My signature looks misaligned. How can I fix it?
  If the formatting of your signature seems off, try simplifying its design or scaling down any images. Simpler signatures tend to display better across different email clients.
  
  

• How can I change my signature?
  You can update your signature anytime by returning to the "My Profile" section and modifying it.
  

• Can I include clickable links in my signature?
  Yes, hyperlinks can be added to your signature. This is a great way to direct email recipients to your website, social media pages, or other important links.