Overview
The Email Signature feature allows you to create a professional, branded signature that automatically appears in emails sent through SalesExec. Once configured, your signature can be used in email templates, nurture campaigns, and individual emails, ensuring consistent branding across all communications.
Key Functionalities
Automatic Insertion: When added to email templates using the
{User:Signature}variable, your signature automatically appears in outgoing emails.Rich Formatting: Create professional signatures with formatted text, images, and hyperlinks.
Centralized Management: Set up your signature once in My Account, and it can be referenced across all your email templates.
Brand Consistency: Maintain a uniform professional appearance in all prospect communications.
How to Create an Email Signature
Step 1: Access Email Signature Settings
Click MORE in the main navigation toolbar.
Select My Account from the dropdown menu.
Navigate to the Email Signature section.
Step 2: Create Your Signature
In the signature editor, you can:
Add Text: Type your name, title, company, and contact information.
Format Text: Use the formatting toolbar to adjust font, size, color, and alignment.
Insert Images: Click the Insert Image button to add your company logo or other graphics.
Add Hyperlinks: Highlight text or an image and use the Insert Hyperlink button to create clickable links to your website, social media, etc.
Step 3: Save Your Signature
Click Save within the Email Signature editor to store your signature.
Ensure you also click Save Changes at the bottom of the My Account page to apply all updates.
Using Your Signature in Email Templates
To make your signature appear in emails:
When creating or editing an Email Template, place the
{User:Signature}variable tag where you want the signature to appear (typically at the end of the email body).Save the template. Your signature will now automatically populate when the template is used.
Best Practices
Keep It Concise: Include only essential information, such as name, title, company, phone number, and email address. Avoid cluttering with too many lines or images.
Use a Professional Headshot or Logo: A small, optimized image helps with brand recognition. Please note that some email servers may automatically block incoming images; this is outside of SalesExec's control.
Test Hyperlinks: Always click-test any links in your signature to ensure they work correctly.
Mobile-Friendly: Preview how your signature looks on mobile devices, as many leads will view emails on phones.
Standardize Across Teams: Encourage team members to use consistent signature formatting for a unified brand presence.
Troubleshooting
My signature isn't appearing in sent emails.
Verify that the{User:Signature}variable tag has been correctly added to your Email Template. Also, confirm that you saved both the signature in the editor and the changes on the My Account page.The image in my signature isn't displaying.
Verify that the image was uploaded and inserted correctly. Some email clients block images by default, which is outside of SalesExec's control.Signature formatting looks broken.
Avoid complex formatting or copying/pasting from Word documents, as this can introduce problematic HTML. Build your signature directly in the SalesExec editor for best results.