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Conversations - How to setup an Email Signature

Conversations - How to setup an Email Signature

Learn how to create and customize your email signature in Webware so every email you send through Webware Conversations automatically includes your contact details and branding.

Updated over a month ago

Introduction:

A professional email signature helps create a consistent and professional look for your outgoing emails, while making it easy for customers to contact you or find your website and social media links. You can set up your signature through your Webware My Account settings, and it will appear on all emails you send from the Conversations Inbox, CRM Contact Card, and other areas like Form Submissions and the Hot List.


🔔 What to Know Before You Start:

  • You’ll need Admin or TeamAdmin permissions to access the signature settings.

  • Each user can set up their own personalized signature, so team members can have unique contact details.

  • Signatures support text formatting, links, and images (such as your logo).


🛠️ Step-by-Step: How to Set Up Your Email Signature

  1. Log in to your Webware Dashboard.

  2. From the dashboard, click View Website in the top navigation bar.

  3. On the next page, click My Account (usually located in the top right corner).

  4. Select My Profile from the dropdown menu.

  5. Scroll down until you see the Signature section.

  6. In the signature editor, enter your desired signature. You can include:

    • Your full name

    • Your job title

    • Your company name

    • Your phone number

    • Your website URL

    • Links to social media profiles

    • A small company logo if desired

  7. Use the formatting options (bold, italic, hyperlinks, etc.) to style your signature.

  8. Once you’re satisfied, click the Save button at the bottom of the page.


Pro Tip:

Use Write For Me (Rivi AI) directly in the signature editor if you want help drafting a professional bio or closing line for your signature.


🎯 Next Steps:

  • After saving your signature, test it by sending an email from:

    • The Conversations Inbox.

    • A Contact Card.

    • The Hot List, New Leads, or Form Submissions areas.

  • Encourage your team members to set up their individual signatures to ensure consistent branding across your business.

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