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Customer Insights - Journeys forum

Email Signatures, Email Templates, and Quick Campaigns

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Posted on by 150

I have found that if we try to use a Quick Campaign for an Email based on an Email Template, it does NOT use the current User's default signature. I can understand that at times you might not want to have a Users signature at the bottom of certain Templates, but it seems like you should be able to tell the system when you are sending the Quick Campaign if you want to use an Email Signature. Am I missing something? If we have a Marketing Team that wants to start building Templates that our Sales Team will be able to use, and the Sales Team wants their Signature at the bottom of these Templates,  can we accomplish this within Quick Campaigns? I know if you are sending an individual Email, and you select a Template, that your Default Signature still loads at the bottom, but we are not having any luck getting this to work with Quick Campaigns. Any advice is greatly appreciated, thank you!

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  • Verified answer
    cloflyMao Profile Picture
    25,210 on at

    Hi Chris,

    It seems Inserting Email Signature function manually or automatically is not supported in email editor in quick campaign.

    I found that the signature presentation content is stored as XML data in Email Signature entity, so you may need to write a plug-in to implement your requirement of auto-populating.

    https://community.dynamics.com/crm/b/crminogic/archive/2016/08/03/set-email-signature-using-workflow-in-dynamics-crm-2016-update-1 

    Or you could request it as an idea in Ideas forum.

    Regards,

    Clofly

  • Suggested answer
    Christian Abeln Profile Picture
    on at

    Hello, Chris

    thank you for your feedback regarding email signatures in the traditional campaign execution module!

    We have recorded your input as a backlog item.

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