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:
- 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
- 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
- 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:
- 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} - Reply Email
In this sample template, Business Unit fields are used as merge fields for SignatureSubject 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} -
Forward Email
In this sample template, User fields are used as merged fields for SignautreSubject 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.
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