OnBoard Day 18 - Signatures, Headers & Footers

Anytime you send out an email, it normally contains an area with your personal contact information located toward the bottom of the message known as a "Signature".  Most people include information like Name, Job Title, Designations, Mailing Address, Email and Phone Numbers as well as a Photo and Company Logo in their signature.  The challenge is that Signatures change over time which can be problematic when they are included in every template in your library.  Having to edit each template and update the personal information every time it changes would be a real pain, especially if you have hundreds of templates in your system.

To solve this problem, Realvolve allows you to setup a special "Signature" template that can be used as your signature.  When you want to include your signature in a document, simply insert signature merge field.  

The image below shows a sample signature template that replaces the merge field shown above when the message is sent.

At that point, any changes to the signature can be done in one location and span across all documents that uses that merge field.  Two additional merge fields of Header and Footer have similar benefits for those users wanting stationery like features in their emails.  

How to setup a Signature (SEE VIDEO)

How to setup a Header or Footer (SEE VIDEO)

ACTION STEPS:

Create your own Signature, Header and Footer templates so they are ready to use when needed.

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Comments

  • Avatar
    Melody Birdsong

    Is the [[SIgnature]] unique to each user or do you have to set up [[Signature1,2,3,4,etc.]] for each team member?

  • Avatar
    Gary Hall

    It is unique to each user and the only one that the system will recognize as your auto-signature.

  • Avatar
    Sana Hassan

    How i can add new signature [[Signature]] to new user template?
    Please Help.

  • Avatar
    Gary Hall

    A new user Template? You just mean a new Template? If so, you just key in the [[ and click on [[Signature when it appears in the drop-down.

  • Avatar
    Sana Hassan

    No i have created my one user Jarrod template with
    [[Header]]
    [[ Signature]]
    [[Footer]]

    Now i 'm going to create another template of new user Amy Foote but if i assign same tags
    [[Header]]
    [[ Signature]]
    [[Footer]]
    It shows Jarrod template.
    So my question is how i will assign Amy
    Header, Signature & Footer Like if i create [[ Header1]] [[Signature1]] [[Footer1]] it is not working so please help me creating the right Tags for each new user.

    Thank you for your help!

  • Avatar
    Gary Hall

    You can only have one [[Signature]] per account. Each account creates their own [[Signature]]. We will allow for multiple signatures in the future but not yet.

  • Avatar
    Jim Lynch

    Just a quick clarification on this, we have one account but multiple users. We want each user who is logged in to have their information show up in the signature line. So if I understand this correctly, the [[Signature]] default won't work for us and each user will have to manually insert their own signature template into any outgoing emails, is this correct?

  • Avatar
    Gary Hall

    Not at all. Each Account has their own [[Signature]] and it can be the same or different in each account.

  • Avatar
    Melissa Green

    So, when we have a team with 8 users (all under one account), can each user have their own signature?

  • Avatar
    Gary Hall

    Yes. Each user and sub-user has their own [[Signature]] in their account which will only show their Signature.

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