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2018/04/24

How to insert a signature in an email with GMail?

When you send an email from Simple CRM, if you use GMail messaging and have
set up a signature, the signature is not taken into account and the email is not signed.


You can remedy this by activating the GMail module "Standard answers", you can insert
your signature after writing the email.


For that:


1) Activate the GMail module "Standardized Responses".


Open a GMail window. Click on the "Gear" icon then "Settings".


Then click on the "Labs" tab.



Activate the module "Standardized answers", then click on the button "Save the modifications".
 

2) Compose an email with only your signature


Open a new message on GMail.
Paste or type your signature.



At the bottom right of the new message window, click on the small triangle to the right
of the "Delete" icon, then on "Standard Replies", then on "New Standard Reply...".
Enter the name of the signature in the dialog box that appears.

Now delete the draft that was used to record the signature.



It's done! It's done! Your signature is recorded and ready for use.


3) Use the signature


In Simple CRM, from an interaction, choose the type and template of email to use,
then click on the envelope that appears.

A new GMail message window appears, pre-filled by Simple CRM. Edit the content
if necessary, then insert your signature.
To do this, at the bottom right of the new message window, click on the small triangle
to the right of the delete icon, then on "Standard replies", then, in the "Insert" section,
on the name of your signature.



There you go! Your signature is inserted in the email.


You can now send your message.

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