Adding a signature to all automated emails

  • Updated

In this article, you will learn how to save an email signature that can be sent out with all automated emails. 

Email signatures are a great way of consistently establishing trust, reinforcing your brand, and providing key contact information. Including a signature in your automated emails helps ensure every message looks professional and personalized, no matter who it’s going to or when it’s sent.

When saving an email signature for your automated messages, please be aware that:

  • You can only save one signature for your account
  •  Signatures will only be visible in automated emails, not text messages

Want to save email signatures for your individual team members? You can save them on a per-user basis so that they're automatically included whenever your team manually sends an estimate, invoice, or message from Workiz. To learn more about saving email signatures, please see this article

Saving an email signature for automations

Before creating a global email signature for all of your automations, we recommend reviewing all of your existing automation rules to make sure they don't already include a built-in signature. If they do, you may want to remove it to avoid sending emails with duplicate signatures.

  1. From the sidebar menu, select Automations

    Not seeing this option in your sidebar menu? You can pin this feature to the sidebar from the Feature Center.

  2. At the top of the page, select Add signature
    Add-Signature-Automation.png
  3. Create your account-wide signature and select Save
    Email-Signature-automation.png

    Adding a hyperlink to your email signature? Make sure to include "https://" at the beginning.

  4. Select Save

How your signature will appear

Signatures will begin to appear in all automated emails sent after creating your signature. It will automatically be placed at the end of these emails.

AutomationSignature.png

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