Custom email signatures

Some business workflows require email template signatures to be updated so outgoing communications display the appropriate contact information for customer follow-up and correspondence.

This is particularly important when responsibility for a customer opportunity is shared between team members. In these cases, the employee responsible for managing quotes and customer communications may differ from the employee associated with the sales order for commission purposes.

Email templates default to the signature of the employee assigned to the record; therefore the template should be modified to display the contact information of the employee responsible for customer follow-up. This ensures customers know who to contact with questions, approvals, and other correspondence.

Note

The Sales: Order Confirmation email template is used as the example throughout this article to demonstrate how email signatures can be customized.

Open the email template

To modify an email template, first activate developer mode, then navigate to Settings app ‣ Technical ‣ Email Templates. Click on the email template being modified, in this case, the Sales: Order Confirmation template.

Update from field

On the email template, open the Email Configuration tab. Delete the default text in the From field and replace it with: {{ (user.email_formatted) }}.

Modify the code

Click the Content tab, and highlight some text so the toolbar is visible. Click the </> (Code view) button and the text changes to code.

Search the code for signature to find the two instances of the code object.user_id.signature. Replace both object.user_id.signature instances with User.signature.

Tip

If a user has not set up their email signature, instead of having the default Mitchell Admin populate the signature, the company name can be displayed instead.

To do this, search for Mitchell Admin in the code, and replace it with the company name.