Other than Socket, nothing helps the quoting and selling process more than a personalized touch. To help you achieve this, we now allow you to set your email signature, which can be used for customer emails throughout Socket.

Here’s a step by step guide to get it set up:

  1. First off, it’s best to set a company email signature. This will be used in cases where there is no direct user associated with an email, for example, publicly generated quotes. This can be done in the Settings > General tab:default-email-sig
  2. Now, set your personal email signature. This can be done by clicking on your name in the top right hand corner of Socket, and filling out the Email Signature field.
  3. Finally, to start using these new fields, head over to the Labels & Messages section. Under the Emails tab, you will see a new mail merge feature, ##Signature##. Add this in to any of the emails sent to customers, including Quote notification, Inquiry notification and order notifications.

If a User doesn’t have a signature set, it will default to the Account’s Default Email Signature.

We hope this helps you close more deals! Happy quoting!

 

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