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Email Signature
Reporting Overview
Introduction
An email signature is a block of text appended to the end of an email message which often contains the sender's name, contact information, and sometimes a quote or company details. Setting up a professional email signature is an essential part of personalizing your customer interactions in Richpanel.
Prerequisite
You must have admin access on Richpanel to set up email signatures for email account.
Steps to set up signature
Step 1: Setting Up Email Signatures for Your Account
- Navigate to Settings: Log into your Richpanel account. 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: Once you're 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 look for the 'Enable Signature' checkbox. Make sure the box is checked 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.
Step 2: Setting Up Email Signatures for Individual User Profiles
- 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.
Conclusion
By following these steps, you can ensure that all outbound emails sent from Richpanel will include your professional signature, providing a consistent and personalized experience for your customers. Remember to keep your signature concise and make sure it aligns with your company's branding and communication guidelines.
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