Automatically change signature depending on who is logged in?

  • 0
  • 1
  • Question
  • Updated 4 years ago
  • Answered

Is it possible to change the signature of a template depending on who is logged in? Eg. One sales rep logs in to send quote email and their signature is added to the bottom of the template without editing.
Photo of Charterhouse Holdings Plc

Charterhouse Holdings Plc

  • 10 Posts
  • 1 Reply Like

Posted 4 years ago

  • 0
  • 1
Photo of Damian Gatta

Damian Gatta, Official Rep

  • 342 Posts
  • 43 Reply Likes
Official Response
Hi there!

You can save a template for each sales rep with their signature at the bottom and they can select their own template each time they send out a campaign.  You can create the template in the Assets section of your account and then share it with the appropriate sub-accounts.  Then, open the template in the sub account, add the signature for the sales rep and click on the arrow next to the save button to 'save as template' and name it with the sales rep name.  

When each sales rep wants to create a campaign, they would click on the 'create a new email' button and select their template from the 'My Templates' section.

Feel free to reach out with any questions or if there is anything else I can do to help!