Zoho CRM

How Can I Use An Email Signature in Zoho CRM?

By April 21, 2021No Comments

Wouldn’t it be easier if the emails you sent out of Zoho included the same signature all your other emails?  Luckily Zoho makes it easy to add your signature and also customize your email templates to include an email signature!

How Do I Had Add An Email Signature in Zoho CRM?

  1. Click the gear symbol in the top right corner to get into the setup menu
  2. Select Personal Settings in the General Box on the far left of the top row
  3. Scroll down in your personal settings until you come to a box that says Signature
  4. In this box, you can either copy in the signature from your email or create a new one.

Now that this is set up, whenever you send an email within Zoho CRM your signature will be added.

How To Use Email Signatures in Email Templates

You can also add email signatures to your email templates.  To do this, you will want to add a merge field at the end of your template by typing “#” where you want the signature to go.  Once you do this, you will be able to add the signature field by choosing Users and then Signature.

After you have added the email signature to email templates, Zoho will always pull the signature for the owner of the specific record. Therefore, if you are using a template to email a group of contacts with different contact owners, each contact will receive an email with the email signature for their owner.

Did you know The Marks Group is offering Zoho CRM Admin training? Check out our Events page to sign up!  Also, don’t forget to check out our Zoho Training Video library on our YouTube channel for more assistance with Zoho CRM and many other Zoho products! Feel free to contact us at info@marksgroup.net with any questions or if you need Zoho support. Feel free to comment below. We’d love to hear your thoughts!

Dena Falek

Author Dena Falek

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