How to Create a Default Email Signature
When you're ready to set up a Default Email Signature in Senior Place, you'll want to follow a few simple steps:
1) Navigate to Email Templates & Signatures Setting
- Click the Settings Cog ⚙️
- Choose Settings
- Navigate to the Email Templates & Signatures
2) Click Create new template or signature
3) Customize the Signature Template
- Add a Title
- Create your Signature - If you have existing formatting for the signature you use in Gmail, Outlook, or another platform, the best way to keep the same formatting is to copy/paste the entire signature block from that platform into Senior Place. In the example above, everything we copied, including the image, retained our formatting from Gmail.
- Choose Signature
- Check Set as default signature if you want the signature to always show up on Senior Place emails.
- Click Save
4) Preview Your Signature
After creating your Default Email Signature, we recommend making sure it shows up how you're expecting. Simply 1) navigate to any Community, Client, or Referral Source, 2) click Actions, and 3) choose Send Email.
After doing so, you should see your default signature appear in the email builder as we show in the example below.
Have more questions? Feel free to reach out to us at support@seniorplace.io!