How to include sender's email signature in workflow-sent emails?

(0) Share

Report

Posted on by Community Member

I have an email template that I want to send to Contacts, driven by a workflow. The workflow specifies the owner of the Contact to be the sender. I need the email to include the email signature from the sender/owner.

Seems like a pretty basic request, but there doesn't seem to be an OOB way of doing this.

I created a workaround in the past by adding a workflow step to copy Owner data to fields on the Contact record so that I could use them in the email template as a signature, but I now need to include an image as well (different images in each signature). I set up signatures to handle the image files and they work great when sending manually, but the workflow-sent emails are giving me a headache.

Any advice would be greatly appreciated.

*This post is locked for comments

I have the same question (0)

All responses (3)

Answers (0)

Suggested answer

Adrian Begovich 1,027 Moderator on at

Like (0)

Report

Hi dannye770,

This article outlines a method of setting the email signature.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Hi Adrian - thanks! I can see how this method would work for developers. Unfortunately, this method (writing a custom workflow assembly) is over my head. I'm not a developer, unfortunately. I know how to install workflow assemblies...I just can't write them. :)

Another approach: Is it possible to alter the URL of the linked image in a template dynamically? I tried to use a modified version of this method (https://www.linkedin.com/pulse/ms-crm-how-modify-image-url-workflow-email-signature-using-olena) to alter the URL of the image dynamically in the template, but can't seem to get it to work.

I created a text field on the contact record called with the name "po_ownerimageurl". If I insert the field in a template, it shows up in Chrome inspector as "{!contact:po_ownerimageurl}" and when the template is sent, the URL appears in the email. So I inserted an image into the template, and then using inspector, edited the image source attribute to equal {!contact:po_ownerimageurl} as follows:

But then after saving the template, the brackets and everything are swapped out with encoded text - which seems to kill the reference in CRM:

If I just hardcode the URL using inspector, I can easily change the image and it works - but I can't get it to work when referencing a dynamic field. Any suggestions?

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Note: by "Chrome inspector" above, I meant Chrome Dev Tools...

It looks like my src tag {!contact:po_ownerimageurl} is automatically being encoded as a URL, despite that it is not a URL yet. I tried to get around this by using a getElementByID script:

<img src="" id=image> <script> document.getElementById('image').src = "{!contact:po_ownerimageurl}"; </script>

But when I save the template, Dynamics strips out the script step. Is there way to set the image src dynamically without using a script? Sorry - I know this is an HTML/JS question, not a Dynamics question - I'm just hoping there's some workaround that will do the trick.

Was this reply helpful? Yes No