Articles in this section

See more

Creating Custom Email Signatures

Avatar
Leya Wood
  • Updated
Follow
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.

This article will detail how to create, add, and preview custom signatures in emails.


Article Contents

     Available with:    
  Marketing Automation ✓  
  CRM Ultimate ✓  
  CRM PRO ✓  
  CRM Free ✓  
        
  Toolbar:    
01NavMarketing.png    01NavContacts.png    01NavSettings.png
       
  Users:    
  Administrators ✓  
  Company Managers ✓  
  Marketing Managers ✓  
  Sales Managers ✓  
  Salespersons ✓  
  Jr. Salespersons ✓  
 


Regarding Signature Creation

Certain external websites offer free services that generate HTML for use with custom email signatures.

Be aware that SharpSpring is not responsible for the content of these websites. Use their services at your discretion.


Creating Custom Signatures: Signature Designer

You can utilize SharpSpring's Signature Designer to create custom signatures that appear at the end of your sent emails. The Signature Designer is a what-you-see-is-what-you-get text editor, and it provides a simple, effective way of producing signatures.

To create custom signatures using the Signature Designer, do the following:

  1. Click  12personas.png  User Menu > Settings in SharpSpring's top toolbar.
  2. Click User Email Settings, located under My Account in the left panel.
  3. Click the Custom Email Signature tab.
  4. Click  eye.png  Text Editor in the Signature Designer toolbar.
  5. Utilize the available features of the Signature Designer to create or edit your email signature in the Custom Email Signature text box.
  6. Click Save.
  

Click to enlarge.
 
Note: When adding images, you cannot modify the image size or dimensions in the Signature Designer. Image sizes are static and dependent on the hosted image itself. Modify the size of the image with an external image editor before adding it into the signature.


Signature Designer Toolbar

The available features in the Signature Designer toolbar are as follows:

  Available Settings   Description  
  Undo


Reverses the last action.

 
  Redo


Restores an undone action.

 
  Font


The available list of fonts that text can be set as.

 
  Font Size


The available list of font sizes that text can be set as.

 
  Bold


Bolds selected text or text entered after the cursor.

 
  Italics


Italicizes selected text or text entered after the cursor.

 
  Underline


Underlines selected text or text entered after the cursor.

 
  Text Color


Modifies the selected text to appear as a specified color.

 
  Justification


Sets the justification of the specified content. Justification determines how content appears on a given line. Content can be set to appear on the left, right, or center of a content block.

 
  Link


Adds a clickable link. When added to selected text, the text
becomes a hyperlink.

 
  Image


Adds an image from a hosted URL at the cursor. 

 

 


Creating Custom Signatures: HTML

If you would prefer to create a custom signature by coding it with HTML, the Signature Designer offers a way to do just that.

To create custom email signatures in the Signature Designer using HTML, do the following:

  1. Click  12personas.png  User Menu > Settings in SharpSpring's top toolbar.
  2. Click User Email Settings, located under My Account in the left panel.
  3. Click the Custom Email Signature tab.
  4. Click  code.png  Edit Code in the Signature Designer toolbar.
  5. Enter the HTML of the signature in the Custom Email Signature text box.
  6. Click Save.

The custom signature will be displayed in the Text Editor. It will update as content is modified.

When using custom signatures, use <id> and <class> tags, and not just <element> tags.  This is due to that, when customizing a signature, using tag names in the styling will affect any elements below the signature if those elements do not have their own inline styling to overwrite it.

  

Click to enlarge.
Note: SharpSpring offers Professional Services to assist with custom coding.
Note: The Enter key on the keyboard does not function in HTML code the same way that it does in a word processor. To add empty lines of space between sentences, you will need to utilize <br> and <p> tags.


Adding Custom Signatures to Emails

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

To add created custom signatures to emails, do the following:

  1. Click Marketing > Content > Emails in SharpSpring's top toolbar.
  2. Create or edit an email.
  3. Click into the email's body text at the bottom of the body of the email.
  4. Place the cursor where the custom signature should go.
  5. Click Merge > Lead Owner Fields > Lead Owner Email Signature in the editor's toolbar.
  6. Click  email.png  Send Settings in the left panel.
  7. Click the Make Available as a Smart Mail in Contact Manager checkbox.
  8. Click Save.
  

Click to enlarge.

 
Important: Custom email styles may override the signature styles. SharpSpring recommends testing emails before sending to ensure your signature will match the preview.
 
Note: Merge variables do not render in a pop-out preview.
   


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, do the following:

  1. Click Contacts > Contacts in SharpSpring's top toolbar.
  2. Click the name of contact of which you are the lead owner.
  3. Click Send Smart Mail.
  4. Select the email with the custom signature.
  5. View the contents of the email.
  6. Click Cancel.

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.

  

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


Adding Custom Signatures to Smart Mails

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, do the following:

  1. Click Contacts > Contacts in SharpSpring's top toolbar.
  2. Locate and click your lead.
  3. Click Send Smart Mail.
  4. Select the desired email to send.
  5. Click Personalize...
  6. Place the cursor where the custom signature should go.
  7. Click  edit.png  Insert Your Email Signature in the email editor toolbar.
  

Click to enlarge.

Once clicked, the Insert Your Email Signature tool will add your custom email signature to the bottom of your Smart Mail.

Related articles

×

Why was this help article not helpful?

Still didn't find what you are looking for?