Set Up Your Email Signature

Create a signature that appears automatically onevery email you send from Pipeline CRM.

Before you start

• Your email must be synced. See Sync Your Email.

Customize your signature

1. Click your profile icon in the top right corner.
2. Select My Profile.
3. Click the Email tab.
4. Scroll down to the Customize your signature section.
5. Build your signature with the formatting toolbar. You can format text, add links, and insert images like a company logo or headshot.
6. Click Save changes.

Your signature now appears at the bottom of every email you send through Pipeline CRM with email sync.

Add your signature to bulk emails and campaigns

Your signature isn't added automatically to bulk emails or email campaigns. For bulk emails or campaigns, add the Signature merge tag to the email. See Personalize Emails with Merge Tags.

Signature Types

Signature Types let you set up different signatures for use in email campaigns.

You need admin permissions to create Signature Types.

Create a Signature Type

1. Go to Settings.
2. Click the Email tab.
3. Click Signature Types.
4. Click \+ Signature Type.

Personalize a Signature Type

Once an admin creates Signature Types, each user can customize their own version of each type.

1. Go to My Profile.
2. Click the Email tab.
3. Scroll down to the Email Signature Types section.
4. Click View or Edit next to a Signature Type.
5. Personalize the signature and save your changes.

Signature Types can only be applied to email campaigns. You can't use them for one-to-one emails or bulk emails.

Need help? Contact support at customercare@pipelinecrm.com.