Overview
Signatures builds the email signature appended to this client's outreach. You can either pick one of the ready-made default templates or build a custom signature in a small editor. Set the company details (website and logo) that the signature can pull in, use merge tags so each sender's name and title fill in automatically, save, then send yourself a test email to see exactly how it renders in an inbox.
How to use this page
Set the company details
In Company Details, enter the client's website (it autosaves) and upload or remove the company logo. These feed the signature so links and the logo appear correctly.
Choose Default or Custom
Use the two mode buttons. Use a Default lets you pick from the shared default signature templates, each shown as a live preview card. Custom Signature opens the editor to build your own.
Build a custom signature
Give it a name, then edit in the Visual editor using the toolbar: Bold, Italic, Underline, text color, Insert Link, upload or insert an Image by URL, and a horizontal line. Switch to the HTML tab to paste or hand-edit raw HTML. Click a merge-tag button to drop a placeholder like the sender's name or title into the signature.
Preview and save
The preview shows the signature with merge tags resolved so you can confirm it looks right. Click Save Signature. A Saved confirmation appears; the button stays disabled until a default is selected or the custom content is not empty.
Send a test email
Click Send Test Email, pick which connected sending account to send from, enter a recipient (yours is prefilled) and subject, and send. This delivers a real email so you can see the signature in a live inbox.
What the buttons do
- Website
- The client site URL used in the signature. Autosaves as you type.
- Upload / Remove logo
- Adds or clears the company logo shown in the signature.
- Use a Default / Custom Signature
- Switches between picking a shared default template and building your own signature.
- Visual / HTML
- Toggles the custom editor between the visual toolbar and raw HTML editing.
- Bold / Italic / Underline / Color
- Standard formatting for the selected text in the visual editor.
- Link / Img / URL / HR
- Insert a hyperlink, upload an image, insert an image from a URL, or add a horizontal line.
- Merge tag buttons
- Drop a placeholder (such as the sender's name or title) that fills in per sender at send time.
- Save Signature
- Saves the selected default or your custom signature. Disabled until there is something to save.
- Send Test Email
- Sends a real test email from a chosen account so you can preview the signature in an inbox.