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Custom Signatures

Create, manage, and automatically attach personalized signatures to your outgoing texts.

Overview & Signature Behavior

Custom signatures let you personalize your outgoing texts with your name, title, or business details. Each user can create as many unique signatures as needed, choose a default signature, or toggle auto-insertion for all sent messages.

Keep in mind that signatures do count towards your message character count.

Signature Feature Operational Behavior User Scope
Default Signature Pre-selected when you open a new message tray or reply. Saved per individual user profile.
Auto Add Signature Automatically appends your default signature to every outgoing text. Applies only to messages sent from your user profile (does not affect other users).
Per Message Selection Swap or remove signatures directly inside any message draft. Customizable per message.

 

Creating and Managing Signatures

Save multiple signatures to your personal user profile so they are ready to insert at any time. 

Path:  Profile & Preferences (Avatar Icon) > Notifications  > Profile Settings > Signature

Access Profile Settings

1. In the Signature section, type your new signature into the Add new signature field.

2.  Press Enter to save the signature to your profile list. 

Add New Signature

3. Select the Radio Button next to a signature to set it as your default.

4. (Optional) Toggle Auto add signature to all messages to On to automatically add your default signature to outgoing texts.

5. (Optional) Click the Trash Can icon next to any signature to remove it from your list.

Note: Enabling Auto add signature to all messages only affects texts sent from your individual user profile. It will not force signatures onto messages sent by other team members sharing the same dashboard.

 

Sending a Custom Signature

Whether starting a brand-new message or replying to an ongoing conversation, adding a signature to your draft follows the exact same process.

Path: Compose Message OR Conversations > Select Conversation

1. Start your message draft by clicking Compose Message (for a new message) or selecting an existing thread in Conversations (for a reply).

2. Type your text into the message field.

3. Click the Signature icon (squiggly line) in the message tray.

4. Select your desired signature from your saved list.

5. Click Send.

Need to change or remove a signature before sending? Click the Signature icon again to choose a different signature, or select None to clear the signature completely from your current draft.