Table of contents
Questions
How do I add my signature to an email in onTrackCRM?
onTrackCRM automatically appends your signature to the end of every email you send. A company logo is also automatically appended in order to facilitate email tracking.
What if I do not want my signature at the very end of the email?
To place your email signature anywhere other than the end you can use the email merge token
$users-signature$
Be sure copy the entire token, which includes the dollar signs ($).
Can I change my email Signature?
Yes, you can change your email signature in My Preferences.
Access Your Email Signature
- In onTrackCRM, click My Preferences in the upper right corner menu
- Scroll down until you see the field Signature
Easiest Way to Edit
The Signature field in My Preferences does not have a visual editor so you will see the HTML Source Code for your signature. The easiest way to edit your signature is in an HTML5 compliant visual editor.
- Delete the text already in the editor. Click here for editor
- Type your email signature as desired
- If you want you picture to be in the email signature, follow the section below
- Click the Source button, when you are done constructing your email signature
- Press CTRL-A (select all), the CTRL-C (copy) to collect the HTML code for you signature
- Next, go to onTrackCRM > My Preferences
- Click the Edit button
- Paste the HTML code (CTRL-V) into the Signature field
- Click Save
- Send an email to your test contact record to confirm that your signature appears as desired
Adding a Picture
- Start by making a copy of your picture and resizing it to be appropriate for an email thumbnail. This will ensure it does not take a long time to load when your client views your emails. There are numerous photo editors that you can use to resize your photo.
- Upload your image to Photobucket and obtain the Direct Link. See tutorial
- Position the cursor where you would like the photo to appear
- Click the Image Button icon on the toolbar
- Paste the Direct Link obtained from Photobucket into the URL field in the Image Button dialog box and click OK
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