Include email signature of a user to the Automation emails

The ERC Group
The ERC Group Member Posts: 1 VERIFIED MEMBER
edited April 24 in Workflow Automation #1

Hi,

I have an automation that when a deal has been moved to a different stage, it will send an email. However, when it sends a message, it would only send the body of the email template and it does not include the user/sender's signature.

Is there a way to include the user/sender's email signature on this automation?

Thank you!

Answers

  • inacyakup
    inacyakup Member Posts: 179 VERIFIED MEMBER
    100 Comments 25 Likes 5 Answers First Anniversary
    #2

    Hi @The ERC Group


    i think the problem will be solved when you add a signature under the automation.

  • JPChadwick
    JPChadwick Member Posts: 3 VERIFIED MEMBER
    First Comment
    #3

    I do not see any settings for the signature in the automations. If there is one - it is not in an easy location to be found.

  • JPChadwick
    JPChadwick Member Posts: 3 VERIFIED MEMBER
    First Comment
    #4
    image.png

    I found out where the setting is. Add a step between "instant condition" and

    action"


    Then select the Use email signature.

  • JPChadwick
    JPChadwick Member Posts: 3 VERIFIED MEMBER
    First Comment
    #5
    image.png


    It appears that it needs to be selected twice. Not sure. Good luck, everyone lol

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