Within your eDesk account, you will be able to set different signatures at different levels. 

This help file will guide you through creating signatures in eDesk and how they work.

Before you start

  • Any user with access to their eDesk Mailbox can create their own signature.
  • To set a company or channel signature, you’ll need an Admin login to eDesk. If you don’t have an Admin login, you can request one from an Admin user within your business.

01 All about Signatures

A signature is made up of formatted text, images, and/or hyperlinks, and, if configured, is automatically added to the bottom of the messages you send from eDesk. Signatures are a great way to deliver a consistent message to your customers and promote your brand. For example, you can include:

  • Your Name , Job title and Company logo. 
  • Links to your shop.
  • Links to social media.

There are three levels in eDesk for which you can set a signature. You will need to decide which level to use.

  • User signature: Each user has their own unique signature.
  • Company signature: One single company-wide signature. 
  • Channel signature: A signature that is used only for messages on a particular channel.


02 User Signature

  1. Click on the Settings cogwheel.

  2. Select My Account → Profile Preferences.

  3. Then Mailbox tab → User email signature. 

  • Set your signature here to allow each user to have their own unique signature.
  • This must be set by each user individually. 
  • To include a link to social media, use the tools at the top of the Email Signature field to add an image of the social media logo. Then select the social media logo in the Email Signature field and click the Hyperlink tool to add a link to your social media.
    Adding a link to social media
  • If using this option, you must enter #agent_signature# in the signature field in the channel settings (Settings → Channels → select the channel → Mailbox tab → Email signature). This instructs eDesk to add this user signature to your messages, rather than the company or channel signatures. To find out more about snippets, click here.


03 Company Signature

  1. Click on the Settings cogwheel.

  2. Select Company Settings → Company.

  3. Then Mailbox tab → Message signature.

  • Set your signature to have the same signature for every message sent from eDesk, regardless of the channel or user. 
  • You can use the snippet #agent_first_name# or #agent_full_name# to have the agent’s name automatically pulled into the signature on each message.  To find out more about snippets, click here. 
  • To include a link to social media, use the tools at the top of the Email Signature field to add an image of the social media logo. Then select the social media logo in the Email Signature field and click the Hyperlink tool to add a link to your social media (see screenshot above). 


04 Channel Signature 

  1. Click on the Settings cogwheel.

  2. Select Channels → Company.

  3. Then Mailbox tab → select the channel → Mailbox tab. 

  • Set your signature here to have a specific one for each channel.
  • You can use the snippet #agent_first_name# or #agent_full_name# to have the agent’s name automatically pulled into the signature on each message.  
  • To include a link to social media, use the tools at the top of the Email Signature field to add an image of the social media logo. Then select the social media logo in the Email Signature field and click the Hyperlink tool to add a link to your social media  (see screenshot above). 
  • If using this option, you must enter the snippet #channel_signature# in the company settings signature field (Settings → Company Settings → Mailbox tab → Message signature). This instructs eDesk to add the channel signature to messages, rather than the user or channel signatures.To find out more about snippets, click here. 

Further Readings

 

To find out more about using snippets with eDesk, click here.

Interested in learning how to respond faster to customers using Templates? Click here.