Adding Custom Signatures to Emails

You can insert a custom signature merge variable into your emails. This way, you do not have to copy and paste your signature every time you want to include it in an email. Once set, you can set it to be automatically attached to any email that includes the custom signature merge variable.

First, you'll need to create a custom signature from Settings in the Lead Gen & CRM platform. Click here to learn more about creating a custom signature. 

In this article, you'll learn how to add and preview custom signatures in emails and Smartmail. 

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Article Contents

• Adding Custom Signatures to Emails
• Adding Custom Signatures to Smart Mails
• Previewing Custom Signatures via Smart Mail

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Email

Contacts

Users:

Administrators	✓
Company Managers	✓
Marketing Managers	✓
Sales Managers	✓
Salespersons	✓
Jr. Salespersons	✓

Adding Custom Signatures to Emails

Custom signatures can be added to simple, designer, and legacy emails.

To add created custom signatures to emails, create or edit an email from the Email page in the left toolbar. 

1. Place your cursor where the custom signature should go and click Merge.
2. Click Lead Owner Fields.
3. Click Lead Owner Email Signature in the editor's toolbar.
   
   

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4. Enter default text to appear if the signature does not render properly.
   
   
   Note: Merge variables do not render in a pop-out preview.
5. Click Ok.
   
   

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6. Click    Send Settings in the left panel.
7. Click the Make Available as a Smart Mail in Contact Manager checkbox.
8. Click Save.
   
   

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Adding Custom Signatures to Smart Mail

You can add custom email signatures to Smart Mails that do not already have the signature merge variable. 

To add a signature to your Smart Mail, start from Contacts in the left toolbar.

1. Locate and click on the name of your lead.
   
   

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2. Click Smart Mail.
   
   

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3. Select the desired email to send.
4. Click Personalize...
   
   

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5. Place the cursor where the custom signature should go and click    Insert Your Email Signature in the email editor toolbar.
6. Once clicked, the Insert Your Email Signature tool will add your custom email signature to the bottom of your Smart Mail.
   
   

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Previewing Custom Signatures via Smart Mail

Once a custom signature has been added to an email, you can preview it in a Smart Mail.

To preview custom signatures in an email, start from Contacts in the left toolbar.

1. Click the name of the contact of which you are the lead owner.
   
   

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2. Click Smart Mail.
   
   

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3. Select the email with the custom signature.
4. View the contents of the email.
5. Click Cancel.
   
   

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The custom email signature will show the signature of the lead owner associated with the recipient. If you are not the lead owner for that lead, then your signature will not display in the email.

Important: For emails to appear as a Smart Mail, the Make Available as a Smart Mail in Contact Manager checkbox must be checked in    Send Settings.