Help CenterPlatform · Settings

Signatures

Build the email signature appended to a client's outreach, then send a test to preview it.

Build the email signature appended to a client's outreach, then send a test to preview it.

Overview

Email Signature builds the signature block appended to this client's outreach. Set the signature details (website, logo, and more), save it, and send yourself a test email to confirm how it renders.

How to use this page

  1. 1
    Select the client

    Pick the client in the top-right switcher to edit their signature.

  2. 2
    Edit the signature

    Give the signature a name and fill in the details such as website and logo. Sender name and title come from the email account's sender settings.

  3. 3
    Save and test

    Save the signature, then use the test email to send yourself a preview and confirm it looks right.

What the buttons do

Signature Name
A label for this signature.
Website / Logo
Signature detail fields.
Send Signature Test Email
Sends a preview of the signature to a chosen address.

Common questions

Where do the name and title come from?

They come from the email account's sender settings (Email Accounts), via the senderName and senderTitle fields.

How do I check it looks right?

Use Send Signature Test Email to send yourself a live preview before relying on it.

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