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Email Signatures in Stack

Creating and managing email signatures in Stack is straightforward. Follow these steps to set up email signatures for your users and automatically include them in your email campaigns.

Creating an Email Signature for a User​

  1. Navigate to Settings
    Start by clicking on Settings in your Stack dashboard.

  2. Access My Staff
    Select My Staff from the menu.

  3. Edit User Information
    Find the user whose email signature you want to update and click Edit.

  4. Expand User Info
    Within the user's profile, expand the User Info section.

  5. Add or Update Email Signature
    Scroll to the Email Signature section. Here, you can enter or update the email signature. You can also insert HTML code if needed.

  6. User Self-Edit Option
    Alternatively, users can log in themselves and update their email signature by navigating to the Profile tab.

  7. Save Changes
    Once you've made the necessary changes, click Save.

Automatically Adding Email Signatures to Campaigns​

  1. Access Marketing Section
    Click on Marketing in the main menu.

  2. Select or Create a Campaign
    Choose an existing campaign by clicking its name, or create a new one if needed.

  3. Configure the Campaign
    Within the campaign, go to Campaign Configurations.

  4. Assign Users to the Campaign
    Use the dropdown in the Users field to assign the appropriate user(s) to the campaign.

  5. Edit Email Events
    Click Edit on an existing email event within the campaign, or add a new email event.

  6. Insert Signature in Email Template
    In the email template, click Custom Values -> User -> Signature. Ensure the signature code is placed at the bottom of the email template.

  7. Save and Publish
    Save your changes. Ensure the campaign is Published to start adding contacts to it.

Now, all contacts added to this campaign will receive emails with the assigned user's signature automatically included.

Learn more about Round Robin Campaigns

FAQ​

Why is the user signature blank when I send a manual email in the conversation tab?​

If you're experiencing issues with email signatures not appearing, ensure that you are logged in as the user who owns the signature. If you are sending emails manually from the conversation tab, consider using a workflow or campaign to ensure signatures are included. For more details on sending test emails, visit this guide.