Configuring, Customizing, and Troubleshooting Email Signatures in DriveCentric
Email signatures in DriveCentric can be customized and managed to suit individual users or store-wide needs. This guide provides an overview of how to configure, use, and troubleshoot email signatures effectively.
Overview of Email Signatures in DriveCentric
DriveCentric supports both user-specific and store-wide email signatures. In Store Settings > Email Settings, Expert Users can choose one of 2 options:
Always Use Store Signature
Use User Signature; if None then Store Signature is Used
If Option 2 is selected, User signatures are applied automatically, while store signatures serve as a fallback when no personal signature is set.
Signatures can also be included in email templates using tokens or manual formatting.
Configuring User and Store Signatures
Setting Up Personal User Signatures: - Navigate to My Settings → Email Signatures. - Enter your preferred signature text and save changes. This signature will be used for all future emails.
Enabling User-First Signatures: - Configure the system to prioritize user signatures over store signatures by going to Store Settings > Email Settings > Signature Settings. If a user signature is unavailable, the store signature will be used as a fallback.
Using Tokens for Signature Automation
Email Signature Token: - Use the
#DV_EmailSignature#token in templates to automatically insert the sender’s signature. This token pulls the signature of the person sending the email.Salesperson Phone Number Token: - Use the Store Phone token to insert the main store phone number. Note that this does not pull individual salesperson numbers.
Customizing Email Templates with Signatures
Manual Formatting: - Email templates do not automatically append signatures. To include a specific signature layout, format it directly into the template using Tokens.
Prebuilt Templates: - For email blasts, use a prebuilt template that includes the desired signature or footer. Alternatively, add the signature manually in the editor.
Troubleshooting Common Signature Issues
Missing Signatures in Templates: - Ensure the signature is formatted directly into the template if the
#DV_EmailSignature#token is unavailable or not working.Signature Not Appearing: - Email templates do not append signatures automatically. Build the desired signature into the template to ensure it appears.
Missing Signatures in Transactional Emails: Signatures will append to the email once sent. After sending, you can see the signature by clicking on the 3 dots under the email on the customer card, then select View Full Email.
FAQs
Do I need to change the email token in templates to make user signatures work? No, the existing email token will automatically pull the user’s signature after enabling user signatures in Store Settings > Email Settings.
How can I include a salesperson’s signature in an email template? Use the
#DV_EmailSignature#token in the template. If a BDC agent is sending on behalf of a salesperson, select the salesperson in the Send As field.
By following these guidelines, you can effectively manage and customize email signatures in DriveCentric, ensuring consistent branding and personalization across all communications.