How to insert your email signature into RollWorks Sales Automation

You can copy your email signature from your Email Settings into RollWorks to automatically fill in the %%Rep_Signature%% merge tag in your email templates. This will make sure the appropriate rep signature is included in each email, which adds a touch of professional personalization.

Note: Don't copy an email signature from an actual email, because the images will probably not render correctly. You need to find the signature area in your email client--the source--and copy it from there. This article shows you how to do that with Gmail and Outlook.


Sales Automation email signature setup from Gmail

Open Gmail and click the gear in the upper right- hand corner. Then click "Settings" in the drop-down menu. Scroll down the Settings page until you come to the email signature field, then select the signature--images and all--and copy.

Now, Login to RollWorks account and navigate to 'Sales Automation' > 'Settings' and click on the 'Team' tab.


Select the "Action" drop-down arrow on the right-hand side next to the rep that you want to add a signature to. Scroll down to their signature space. Paste the signature that you copied from Gmail settings and click "Save."



Sales Automation email signature setup from Outlook

Navigate to Settings, which can be accessed by clicking the gear icon in the top right of the Outlook web application. Scroll down the settings menu to "View full settings," then click on "Personalizations." Highlight and copy the email signature in the blank.

Now, the %%Rep_Signature%% merge tag will include this signature for each email that goes out for that rep. Remember, even if you're using a different email service than Gmail or Outlook, find the signature within that email service and copy it from there instead of from an actual email.

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