Introduction
Use this guide to set an email signature at a company wide level or at a user level.
Company wide email signature
Use this setting if you want all agents to use the same signature. You can use tokens like %Agent First Name% and %Agent Title%, which will automatically be replaced with the agent's values in the signature.
You can add a signature to a specific support email (example: support@acme.com). This will apply the signature when any user replies using this support email.
- Navigate to Settings: Log into your Richpanel account and click on the 'Settings' gear icon on the left-hand sidebar.
- Select Email Channel: In the 'Settings' menu, find and select 'Email' under the 'Channels' section.
- Access Mailbox Settings: In the 'Email' settings, choose the email account for which you want to set up the signature from the list provided.
- Enable Signature: Scroll down to the 'Email replies' section and check the 'Enable Signature' checkbox to activate the signature option.
- Create Signature: In the text box provided, type your desired signature. This may include your name, position, contact information, and any regulatory information your company requires.
User level email signature
If you want to use a different email signature for yourself or one of the users. They can navigate to Settings → Profile to set a custom signature.
If you set an email signature in your profile then this will overwrite the email signature set at the company wide email level.
- Navigate to Your Profile: In the 'Settings' menu, select 'Your Preferences', and then click on 'Profile' from the submenu.
- Personalize Your Signature: In the 'Profile Settings' section, ensure the 'Enable Signature' checkbox is selected.
- Edit Signature Details: Below the 'Enable Signature' option, you will find a text box where you can enter your signature details.
- Preview Signature: On the right-hand side of the screen, you can preview how your signature will appear in email messages.
- Save Changes: After entering your signature, click 'Save Changes' to apply the signature to your email messages.
