201: How to setup Signatures for Templates

Insert the merge field:  [[Signature]]   into any template in order to include your personal signature in that template.    To setup your signature find/create the template that has the title of:  "Signature" and make changes as needed.  

See the video below for step-by-step details:

 

 

This video shows how to setup a basic "Signature" Template that can be used in other email Templates that uses the Merge Field [[Signature]].

Be sure to edit the "Signature Enhanced" Template as well, since it will be used with the emails that were created using the Enhanced Editor. Also, be sure not to delete or rename either the "Signature" or "Signature Enhanced" Templates, or they may not work correctly in your account.

 

Take a look at these videos for more details on editing Templates!

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Comments

  • Avatar
    Jodi Rabinowitz

    How do you change the line spacing. I do not see this option and when I hit the return there is too much spacing between the lines of the signature.

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    Dave Crumby

    Hi Jodi - Hit SHIFT-ENTER for single space.

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    page huyette

    If I have multiple signatures, can I also use a merge field of [[Signature2]] and so on, or can only one be used with merge fields.

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    Jackie Freed

    I was wondering the same thing as Page above - what is the Merge Field code for the additional email signatures?

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    Gary Hall

    Only one. The only one that the system recognizes is [[signature]]

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    Kelly Grant

    I am confused by the statement that the system recognizes "only one" which is [[signature]]
    What would be the point of setting up different signature options if it is only going to recognize [[signature]] Does that mean that the initial introductory email cannot be sent from a merged signature specified with the contact information for the closing coordinator and Agent, such as Signature2Debbie&Kelly ?

  • Avatar
    Gary Hall

    [[Signature]] note the upper case 'S' is the only one that can be used. It can be different for each user. There is no option for multiple signatures yet. The [[Signature]] is used for the system signature.

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    John Bretthauer

    How do you make it different for each user?

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    John Bretthauer

    Thanks Tricia!

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    Gary Hall

    Hi JohnnyB! - Each user will have a signature in their Templates called "Signature". It will be different for each account, even though it is called the same thing.

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    Gary Hall

    Hey JohnnyB - I must have been in Tricia's account when I answered your question so it looked like it came from Tricia. I fixed it. Oops! :)

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