Customize Your Email Signature

A professional email signature not only personalizes your messages but also provides essential contact information to your recipients. With Pipeline CRM, you can easily create and customize your email signature, ensuring every email you send from the platform leaves a lasting impression.
This guide will walk you through the simple steps to set up your personalized email signature.

Getting Started: Accessing Your Signature Settings
To begin customizing your email signature, follow these steps:

Navigate to My Profile. You can usually find this by clicking on your profile picture or name in the top right corner.
Select the Email tab.
Scroll down to the “Customize your signature” section.

Customizing Your Signature
Once you're in the "Email" section, scroll down until you find the "Customize your signature" area. This is where the magic happens!

You'll notice that the tools available here are similar to those you use when composing an email. This means you have a range of formatting options at your fingertips:

Text Formatting: Bold, italicize, underline, and change font styles and sizes to highlight key information.
Hyperlinks: Add links to your company website, LinkedIn profile, or other important pages.
Images: Include your company logo or a professional headshot to make your signature visually appealing.

What to Include in Your Email Signature
A great email signature is concise, professional, and provides necessary details. Consider including:

Your full name
Your job title
Your company name
Your phone number
Your email address
A link to your company website
Links to professional social media profiles (e.g., LinkedIn)

Sending Emails with Your New Signature
Once saved, your customized signature will automatically appear at the bottom of all emails you send from Pipeline CRM using the Email Sync feature.

For bulk email or campaigns, you must add the Signature merge tag for the signature to populate.

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