Email Signature
The Email Signature utility will enable your signature to be used when sending an Email Template from ClickPoint.
Note, your email template must use the {User:Signature} variable.
To Create an Email Signature
Step 1
Select More > My Account > Email Signature
Navigating to Email Signature
Step 2
Either create signature text or copy from another platform (Word, Outlook, etc.).
Step 3
Consider inserting an image. Select the Insert Image button; click Upload (1) and then select each image, one at a time, which you will need to insert into the Email Signature.
Step 4
Make sure to adjust the pixel width and height as necessary. Or, format the image outside of ClickPoint.
Step 5
Select Insert (2) once the image has been highlighted.
Insert Image
Step 6
Consider adding a hyperlink to your images or to any text. Perhaps you want to link to your company website or to a landing page somewhere.
Step 7
Select the image or text and then select the Insert Hyperlink. Enter the web address, text and tool tip as necessary.
Insert Hyperlink
Note: After all is entered make sure to Save in the Email Signature box as well as Save Changes. Test with your email templates to make sure it displays correctly.
Best Practices
Best Practice: When creating your Email Signature, ensure it includes all relevant contact information and a clear, professional image.
Troubleshooting: If your signature doesn’t display correctly, double-check the formatting and image sizes. Testing with different templates can also help identify issues.
Ready to Go
With your Email Signature now set up in SalesExec, you’re ready to streamline your email communications. This feature helps you maintain a consistent and professional image when interacting with leads, ensuring that your emails always reflect your brand.