Creating and Editing your Email Signature

You may want/need to set up your email signature so that you save time when sending emails not to mention appearing more professional.

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


STEP 2

Click on "Email" > Email Signature" from the left menu 

STEP 3

Begin creating/editing your email signature using the editor toolbar (Try our Own Signatures)

NOTE: If only one person will be using B2B Dash then 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

If multiple users will be using Dash, go to TIPS & TRICKS WITH EMAIL SIGNATURES.

STEP 4

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)