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Email Signature

    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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