Act-On allows you to create email signature templates for consistent message branding. These can be personalized to a single user or available for account-wide use.
Instructions
Create an Email Signature
- Navigate to Content > Branding > Signatures
- Create a new signature:
- To make a signature for your personal use, go to My Signatures and click Add.
- To create a signature that all Act-On users can add to an email, go to Account Signatures and click Add.
- Select a Signature Graphic (optional).
- This image will display above the Signature Text
- Note: This option allows you to select an image from your local computer, not the Image Library
- Use the Rich Text Editor to create your Signature Text
- Tip! You can add personalization fields, such as account fields, sender fields, and Salesforce Owner data. This is a best practice for Account-wide signatures and when using sender personalization features like Personalized From Addresses. These are available in the Sender Field option of the Insert Personalization menu:
- Tip! You can add personalization fields, such as account fields, sender fields, and Salesforce Owner data. This is a best practice for Account-wide signatures and when using sender personalization features like Personalized From Addresses. These are available in the Sender Field option of the Insert Personalization menu:
- When you are done designing your signature, click Save
Your signature will now appear as an option in the Email Composer.
Set a Default Signature
Setting a default signature will tell Act-On to automatically select your preferred signature when you add a signature to an email. You will always have the option to change the selected signature when you are editing a message.
To set a default:
- Hover over the signature you want to preselect
- Click the checkmark icon to set it as your default signature
Edit an Existing Email Signature
- Navigate to Content > Branding > Signatures
- Hover over the signature you want to change and click the pencil icon
- Click the checkmark icon to set it as your default signature or the trashcan icon to delete it
- Update your Signature Image and/or Signature Text as needed
- Click Save
Note: Editing a signature in the Branding section will not update signatures in the following messages:
- Automated Program messages
- Form response messages
- Webinar messages
- Scheduled Messages
To edit signatures in these messages, you must navigate to them directly. For program messages, form response messages, and webinar messages, go to Outbound > Other Messages > Triggered Messages. To update a Scheduled Message, go to Outbound > Other Messages > Scheduled, move it back to back to Drafts, edit the message, and then reschedule.
Applying your new signature will allow your updated signature to take effect.
Add a Signature to an Email Message
- When editing any new or existing email message, navigate to Design > Content
- Drag and drop a Signature block into your email body
- Select a signature from My Signatures or Account Signatures, then click OK
Edit a Signature in an Email Template or Draft
Signatures cannot be edited from the Email Composer. To make changes to the signature text or image, go to Content > Branding and edit the signature.
To select a different signature in an existing message design, hover over it and click the pencil icon.
