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Creating Custom Email Signatures

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Taylor Glass
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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. SharpSpring enables you to place the HTML of your email signature into your user settings. 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.

Note: SharpSpring offers Professional Services to assist with custom coding. You must have code knowledge in order to use the information within this article.

The following user roles can create custom signatures:

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


Article Contents

 


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

Custom email signatures require that your personal settings be modified.

To create custom email signatures, do the following:

  1. In SharpSpring's top toolbar, click
    user.png  User Settings > Settings.
  2. In the left panel, under My Account, click
    User Email Settings.
  3. Click the Custom Email Signature tab.
  4. In the Custom Email Signature text box, enter the HTML of the signature.
  5. Click Save. 

The custom signature will be displayed in the Preview pane. It will update as content in the text box is saved.

  


Click to enlarge.
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.

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. 


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. In SharpSpring's top toolbar, click
    Content > Email.
  2. Create or edit an email.
  3. Scroll to the bottom of the body of the email.
  4. Click into the email's body text to open the inline editor.
  5. Place the cursor where the custom signature should go.
  6. In the editor's toolbar, click
    Merge > Lead Owner Fields > Lead Owner Email Signature.
  7. 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. In SharpSpring's top toolbar, click
    Contacts > Contact Manager.
  2. Click on a 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.
  


Click to enlarge.
Important: 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.

 


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