How to add Signatures in your emails


Add signatures at User Level and Business Unit Level

Adding signatures in your emails is a common use case. This can be achieved by creating an email template and setting the signatures by either typing or using merge fields containing the signature information. Setting signatures via the template also enables the User to put them at the right place in the email e.g., end of email, before footer, etc. 

 

 

Please use the guidelines from below to set the signatures:

  1. User fields as Merge Fields

If you want to set signature of an email depending upon the User information, please use User Fields as merge fields in the template

 

  1. Business Unit Fields as Merge Fields

If your organization uses Business Units and you want to set signatures on this level, please use the Business Unit fields as merge fields

 

  1. Set Default Templates

If you want e2a email client to pre-populate a template and/or signature information, set that template as default in e2a User Settings. Also you can set default Business Unit depending upon your use case. For more information, you can also visit our help pages on templates and how default templates settings work on various levels.

 

 

Sample Templates

Below are few example templates for New, Reply and Forward Emails containing merge fields that could be useful in creating templates of your choice:

 

  1. For New Email 
    In this sample template, user fields are used as merge fields for Signature. 
    Email Body

     

    Regards, 

    {!User.Name
    {!User.CompanyName} 

    Cell No: {!User.MobilePhone} 
    Phone: {!User.Phone} - Extension: {!User.Extension} 
    Email: {!User.Email}

     

  2. Reply Email
    In this sample template, Business Unit fields are used as merge fields for Signature
    Subject RE: {!ortoo_e2a__EmailMessage__c.ortoo_e2a__Subject__c}
    Email Body

     

    Regards, 
    {!ortoo_e2a__Business_Unit__c.ortoo_e2a__Busines_Unit_Title__c} 

    Phone: {!ortoo_e2a__Business_Unit__c.ortoo_e2a__Phone_Number__c} 
    Email: {!ortoo_e2a__Business_Unit__c.ortoo_e2a__Email_Address__c} 
    Website: {!ortoo_e2a__Business_Unit__c.ortoo_e2a__Website_URL__c} 

    --------------- Original Message --------------- 
    From: {!ortoo_e2a__EmailMessage__c.ortoo_e2a__From_Name__c} [{!ortoo_e2a__EmailMessage__c.ortoo_e2a__From_Address__c}] 
    Sent:{!ortoo_e2a__EmailMessage__c.ortoo_e2a__Message_Date__c} 
    To:{!ortoo_e2a__EmailMessage__c.ortoo_e2a__To_Address__c}; 
    Subject:{!ortoo_e2a__EmailMessage__c.ortoo_e2a__Subject__c} 

    {!ortoo_e2a__EmailMessage__c.ortoo_e2a__Html_Body__c}

  3. Forward Email
    In this sample template, User fields are used as merged fields for Signautre

    Subject FWD: {!ortoo_e2a__EmailMessage__c.ortoo_e2a__Subject__c}
    Email Body

     

    Regards, 
    {!User.Name

    {!User.Department} 
    {!User.CompanyName} 

    Phone: {!User.Phone} 
    Email: {!User.Email} 
    Fax: {!User.Fax} 


    --------------- Original Message --------------- 
    From: {!ortoo_e2a__EmailMessage__c.ortoo_e2a__From_Name__c} [{!ortoo_e2a__EmailMessage__c.ortoo_e2a__From_Address__c}] 
    Sent:{!ortoo_e2a__EmailMessage__c.ortoo_e2a__Message_Date__c} 
    To:{!ortoo_e2a__EmailMessage__c.ortoo_e2a__To_Address__c}; 
    Subject:{!ortoo_e2a__EmailMessage__c.ortoo_e2a__Subject__c} 

    {!ortoo_e2a__EmailMessage__c.ortoo_e2a__Html_Body__c}

     

Please contact us at support@ortooapps.com for any questions.

Was this information helpful?

The page cannot be found

The page you are looking for might have been removed, had its name changed, or is temporarily unavailable. Please make sure you spelled the page name correctly or use the search box.

Support