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Email Signature
Updated over 3 months ago

Email Signature:

We have introduced a new feature that allows you to set up email signatures for your connected email accounts, including SMTP and Gmail. This guide will walk you through the steps to configure and manage your email signatures.


Key Features

  • Separate Signatures for Different Email Accounts
    You can create unique signatures for each connected email account. This allows you to personalize and tailor your communication based on the email account you are using.

  • Rich Text Editor Support
    Customize your signature with a rich text editor that supports formatting options along with emojis.

  • Usage Options
    Choose how and when your signature is applied:

    • New Emails: Automatically add your signature to all new emails.

    • Replies and Forwards: Optionally include your signature in replies and forwarded emails.

  • Variable Support
    Use dynamic variables to personalize your signature automatically. Supported variables include:

    • Store Name: Automatically inserts the name of your store.

    • Agent Name: Automatically inserts the name of the agent sending the email.

    • Journeys Support: Integrate journey-specific information into your signature.

    • Helpdesk Signature Variables: The helpdesk.signature variable can be used for advanced customization based on your helpdesk settings.

Default Agent Name
The default agent name configured in the settings will be used if the Agent Name variable is included in the signature.


Setting Up Your Email Signature

Step 1: Access Signature Settings

  1. Navigate to the Channel Management under the Settings Tab.

  2. Under the Email tab, find the Email Signature settings.

Step 2: Create or Edit a Signature

  1. Select the email account you want to create or edit a signature for.

  2. Use the rich text editor to design your signature. You can add text, format it, insert images, and include hyperlinks.

  3. Use variables to dynamically insert information. For example:

    • To include the store name, use the {store.name} variable.

    • To include the agent name, use the {agent.name} variable.

Step 3: Configure Signature Usage

  1. Choose when your signature should be applied:

    • New Emails: Automatically include the signature in all new emails.

    • Replies and Forwards: Optionally include the signature in replies and forwards.

  2. Save your settings.

Step 4: Journeys Integration

  • In the Email Reply Block of a journey, you can use the helpdesk.signature variable to automatically insert your configured signature.

  • Note: The signature will only be visible in the journey if it has been configured.

  • Alternatively, users can select the variable from the variable picker under the Ticket Variable section.


Frequently Asked Questions (FAQs)

Q1: Can I have different signatures for different email accounts?
A: Yes, you can create separate signatures for each connected email account.

Q2: Can I edit the signature after it's been set up?
A: Yes, you can edit your signature at any time by going back to the Signature settings.

Q3: How do I insert variables like store name or agent name into my signature?
A: Use the corresponding variables, such as {store.name} for the store name and {agent.name} for the agent name, in the signature editor.

Q4: Will the signature be included in replies and forwards automatically?
A: You can configure this in the settings to include the signature in replies and forwards.

Q5: How do I use the helpdesk.signature variable in journeys?
A: Add the helpdesk.signature variable in the Email Reply Block of your journey. Ensure that the signature is configured for it to appear correctly.


For further assistance or to raise feature requests related to Email Signature, please contact [email protected].

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