Original Question:
Raymond Truong asked:
“How to attach an email signature in Agent CRM email or email template?”
Answer:
Adding an email signature in Agent CRM ensures that all your outgoing emails maintain a professional appearance and consistency. With the new sidebar update, the location of the settings has changed slightly. Follow these steps to set up your email signature in Agent CRM.
Step-by-Step Guide to Setting Up Your Email Signature (Updated Sidebar)
1. Access Your User Settings
- From your Agent CRM dashboard, click on Settings in the left-hand menu.
- Select My Staff from the settings menu.
2. Edit Your User Info
- Locate your user profile in the My Staff section.
- Click Edit next to your name.
3. Enter Your Email Signature
- In the User Info section, scroll down to the Email Signature field.
- Type or paste your desired email signature.
- Customize it with your name, contact details, and branding elements (if applicable).
4. Enable Your Signature
- Check the box for “Enable Signature on all outgoing messages.”
- You can also choose to “Include this signature before quoted text in replies.”
5. Save Your Settings
- Click the Save button to apply your email signature.
- Once saved, your signature will automatically appear in outgoing emails.
How to Use Your Email Signature in Email Templates
If you’re creating an email campaign or template, you can manually insert your email signature:
- Copy the signature from your User Info section.
- Paste it into the email template where you want it to appear.
- Save the email template, and your signature will be included in all future emails using that template.
Watch and Learn
More Resources
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