Create & Use Signatures

  • Updated

Create reusable signature templates in Act-On for consistent branding across your messages. Signatures can be personalized to the individual sender or made available across the full account.

Quick Reference (Advanced Users) – Click to Expand
  • Create: Content → Signatures → My Signatures / Account Signatures → Add.
  • Personalize: Add sender fields, account fields, and Salesforce Owner fields.
  • Default: Hover a signature → click the checkmark to preselect it.
  • Edit: Hover → pencil icon (updates future, not existing, messages).
  • Add to email: Insert a Signature block → Browse signatures → Insert.
Try it like this: Create an account-wide signature that uses Sender Fields for name, title, phone, and email. Every user automatically gets their own personalized version when they insert it into a design.

Create a Signature

  1. Go to Content → Signatures.
  2. Choose where to create the signature:
    • My Signatures → Add (for your personal use).
    • Account Signatures → Add (available to all users in your account).
  3. Select a Signature Graphic (optional).
    • The image appears above your signature text.
    • Note: You upload the file from your computer, not the Image Library.

  4. Use the Rich Text Editor to create your Signature Text.

    Tip: You can add personalization fields such as sender fields, account fields, and Salesforce Owner data.

    In the editor, click Personalization → Sender Field → choose a field.
    Add_Sender_Field_to_Signature.png
    For more help, see Use Personalization Fields in Emails.
  1. Click Save.

mceclip1.png

Your new signature is now available for use when inserting a signature into an Email or Landing Page design (see below).

Set a Default Signature

Setting a default signature tells Act-On which signature to insert automatically.

  1. Go to Content → Signatures.
  2. Hover over your preferred signature and click the checkmark icon.

Edit an Existing Signature

  1. Go to Content → Signatures.
  2. Hover over a signature and click the pencil icon to edit.
    • Checkmark → Set as default.
    • Trashcan → Delete the signature.
  3. Update the Signature Image or Signature Text.
  4. Click Save.

Editing a signature does not update existing messages in:

  • Automated Program messages
  • Form response messages
  • Webinar messages
  • Scheduled Messages

To update those messages, edit the message itself: 

• Automated / Form / Webinar messages → Outbound → Other Messages → Triggered Messages
• Scheduled messages → Outbound → Other Messages → Scheduled → move to Drafts → edit → reschedule

Add a Signature to a Design

In the omposer:

  1. Open or create the design you want to edit.
  2. In the Design tab, add or select a Signature content block.
  3. Click Browse signatures and choose one from My Signatures or Account Signatures.
    • Preview selection (bottom left) to see how it looks.
    • Manage signatures (top right) to edit or create new signatures.
  4. Click Insert signature.

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