There are two places you may create an email signature. In the email templates or on the email composer by pressing the pencil icon to create a signature that adds into your manually sent emails. In this guide, we’ll look at how you can use HTML to format the signature.
Adding formatting and colours
Using the formatting bar, you can set text formatting including custom colours, links and more. This allows you to set up your signature exactly as you need it. You can also use shortcodes to personalise your template. These allow you to quickly change key details across all your templates with one settings change instead of having to edit each template separately.
[Company Name] – inputs the Company name under Settings > Account settings
[Account Email] – inputs the email address shown under Settings > Account settings
[Account Phone Number] – inputs the phone number shown under Settings > Account settings
[Allocated User First Name] – inputs the first name of the user assigned to the job. If more than one user is assigned, it uses the user marked as the ‘Primary’ user. If no user is assigned in inputs the Company Name
[Allocated User Last Name] – inputs the first name of the user assigned to the job. If more than one user is assigned, it uses the user marked as the ‘Primary’ user. If no user is assigned, no information is added (it enters blank)
[Allocated User Number] – inputs the phone number of the user assigned to the job. If more than one user is assigned, it uses the user marked as the ‘Primary’ user. If no user is assigned it inputs the Company Phone number from the account settings.
Adding images / logos
You can also add in images such as logos to your templates.
Note: you cannot paste in an image. Although it will display in the editor, it will not be sent out in emails as it won’t have been added in a suitable manner.
If you are pasting in images from a footer or email template created on another system such as MailChimp, the images will be sent. It is only images pasted in directly that will not work.
To add in an image or logo, you can upload an image to your website Media folder (speak to your web developer if you do not know how to do this) and they can provide you with the public media URL. You can then add this into the HTML code below and add it to your template.
Press the “Show code editor” button and paste the code below into the template. Switch back to the text editor using the “Show text editor” button to view how it will look when sent out.
HTML CODE:
<img src=”https://yourimageurl.com” width=”300px”>
You can adjust the width value to suit your image so it looks the right size.
Adding media to your website
- Wordpress: https://wordpress.com/support/media/
- Wix: https://support.wix.com/en/article/studio-editor-adding-media-to-a-site#uploading-your-own-media
- Squarespace: https://support.squarespace.com/hc/en-us/articles/206542377-Managing-and-reusing-images-and-videos
- GoDaddy: https://www.godaddy.com/en-uk/help/upload-photos-and-files-for-my-free-starter-site-40159
Email composer signature (following the 28th December update)
On the email composer, you can switch to a code editor to add HTML and add the same general formatting (colours, sizing etc) via the formatting bar.
Open the composer, click the pencil icon and then click to add a signature. Enter the details in the pop up and press save.
Click “Save as primary signature” so that your signature automatically displays in the editor on loading.
