Signature implementation for Texting

Anjali Kapadia — Thu, 10 Aug 2023 15:35:45 +0000

Now you can add a signature while sending text messages as well. In order to do that, you must add and save the signature template you want with every text message. To have the signature added automatically, you will need to mark it as default.

This signature will be applied whenever you send any text message from Pipeline Automation, Send Text Message (through the add Button on the top), and Single Contact Drip.

To view the enhancement:

Navigate to Engagements
Click on Signatures

Click on Add Signature

Select Text
Type the subject for the signature
Type the signature content
Check the box to Mark as Default
Click on Submit

You will get a notification saying:

You can also mark the signature as default from the signature list.

Note: If you deselect this, the signature will not be added by default while sending any text message.

Note: Signature can be added only once for text messages.

In Pipeline Automation

In Single Contact Drip

In Send Text (from Global add button +)

Note: If you have already selected to add the signature by default, it will be automatically added. If you have not done so, click on the Add Signature checkbox while sending the text message.

The post Signature implementation for Texting appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Signature Templates

InsuredMine — Sat, 15 Jan 2022 05:05:44 +0000

In this article, you will learn:

You can create multiple signature templates and have a library ready to choose from.

How to create a signature?

Click on Add Signature and a window from the right panel will open

Create your signature, give it a name, and click Submit.

Note: If you have an HTML template you can upload that too.

A successful notification will pop up saying Signature Template Saved

Enhancement: January 2021

Change default signature

Now you can change the default signature even while adding a new signature.

Note: In case you have a default signature prior, and now while adding a new contact you are trying to mark this new signature as default signature, while submitting you will get an alert message asking “Are you sure you want to change the default signature?”. Click yes to save the new signature as the default signature.

You can find the signature you created in the list of Signatures, ready for you to use.

You can also move the grey toggle bar to mark the signature as a default signature.

To edit the signature click on the edit icon, panel from the right will open where you can edit the signature.

To delete just click on the bin icon. You will get a confirmation message asking if you are sure to delete the signature. Click ‘yes’ to delete it.

Ready to input a signature into an email?

Open your Email and click on the drop-down next to Signature to find a list of available signatures. Select the one you want and it will populate into your email.

The post Signature Templates appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.