Create or Edit your Signature in B2B Dash

Having an email signature is like handing a person a business card every time you send an email. You want it to look professional and show your company’s personality. You wouldn’t just hand a prospective client a scrap of blank paper with your contact information scrawled on it, would you? No way! 

Email signatures can be an extremely valuable tool and very simple to implement. To set up your email signature, simply follow these steps:


STEP 1

Go to your Admin Panel from the top right corner of the screen.

STEP 2

Click on "Email" from the left menu 

STEP 3

Choose "My Email Signature" from the settings dropdown

STEP 4

Begin creating/editing your email signature using the editor toolbar

SHORTCUT: You can copy and paste your signature here from your email client (e.g. Gmail) to save time

For PCs: Use "Ctrl + V" to paste your signature into the email editor windows

For Macs: Use "Command + V" to paste your signature into the email editor window



STEP 5

When finished, click "Update Signature"

TIPS & TRICKS WITH EMAIL SIGNATURES

Using Images:

  • The best method to get images into your signature is to have them stored on the internet somewhere (such as your website or Box.com), you can then use the URL (or Link) for the image (e.g. http://www.mycompany.com.au/logo.png) in your signature and emails. This keeps your emails smaller and helps with deliverability to other people
  • When using the toolbar to add images, SOURCE is looking for a URL like the above point.

  • If you are unable to get this working and need to use an image from your computer, you can drag and drop it into the editor and then resize it by grabbing one of the corners of the image to get it down to the right size
  • Always use the smallest image file size you can in email and other online areas such as your website or blog. You can use these websites to compress the file size down: https://tinypng.com/ and https://tinyjpg.com/

USING MAIL MERGE:

  • Mail merge can help you and several of your team to have multiple signatures saved in the platform. Using mailmerge will allow a specific user to use their signatures with their correct details.
  • Mail merge works by grabbing your contact details such as name, phone number, photo and email from your profile and puts them on the signature itself.

  • Using Mail Merge would help you and your team have your own signatures to use if you plan to send single or bulk emails.

GET MORE TRAFFIC:

  • Don't just link to your website. Give people a reason to link to it. Use a powerful, thought-provoking question that makes people realise the link to your website will offer the answer. Such as:


    "Are you have trouble with saving for retirement?" (Financial Planning example)


    "Are you trying to get more traffic to your website?" (SEO Consultant example)


    "Is your small business ready for tax time?" (Accounting example)