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Customer experience | Sales, Customer Insights,...
Answered

email signature in template

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Posted on by 200

Hi all,

I am sending out a campaign activity (email) to contacts in a marketing list. My default signature is not added automatically even though I choose to distribute email messages as 'The owners of the records in the target marketing lists'.

Am I missing something in setting this up? 

Efthimios 

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  • Suggested answer
    Community Member Profile Picture
    on at

    Hi ThimiosSp,

    There is nothing you missed. It is by design. The signature couldn't be added automatically even if it is default. The signature would be added automatically when you add a new email activity and the From field(User/Queue) has default signature. You could refer to this doc: Create email signature in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs

    And the setting 'The owners of the records in the target marketing lists' just change the owner of email. So you need to add it manually by now. Or you can add an email template with signature and use it when you distribute campaign activity.

  • ThimiosSp Profile Picture
    200 on at

    Thank you  ,

    If I understand correctly, even changing the setting from 'The owners of the records in the target marketing lists' to 'the owner of email' will not allow signature to be added automatically?

    Can you pls explain under which conditions different user signatures can be added to an email based on the owner of the contact?

    Regards / Thimios

  • Verified answer
    Community Member Profile Picture
    on at

    Hi ThimiosSp,

    "If I understand correctly, even changing the setting from 'The owners of the records in the target marketing lists' to 'the owner of email' will not allow signature to be added automatically?"

    Yes, that's right.

    "Can you pls explain under which conditions different user signatures can be added to an email based on the owner of the contact?"

    Unfortunately, there is no setting to do this by now.

  • Community Member Profile Picture
    on at

    Don't include too much information.

    Keep your color palette small.

    Keep your font palette even smaller.

    Use hierarchy to direct the eye.

    Keep your graphic elements simple.

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