Documentation

Everything you need to know about creating and managing your email signatures. Find guides, tutorials, and answers to common questions.

Fields & Labels

Enable or disable fields
  1. Select the field you would like to turn on or off
  2. Click on the power icon located underneath the text box
Enable or disable a label

A label is the prefix that comes before your contact details. For example, m. before mobile or a. before address. Here are the simple steps required to disable the label for a specific field:

  1. Select the field you would like to turn the label on or off for
  2. Click on the power icon on the left side, located underneath the label
Change a label (change the m. before mobile, w. before website etc)

A label is the prefix that comes before your contact details. For example, m. before mobile or a. before address.

To change a label, all you need to do is select the field that you want to change the label for, then click in the left text box and change your new label.

Bolding or italicising text

Making your contact detail or label bold or italicised is simple. Select the label, then press the Bold icon or Italic icon below.

Add a web link to text

To add a web link you need to select the contact field you want to add a link to, then click the link icon below and enter your web address in the text box.

Note: The link you see in the link box when you enable it is just dummy text, you need to add your own web URL here.

Add a mailto (email address) link to text

A mailto link is similar to a web link, but when clicked it will compose a new email from your default mail client and automatically enter your email address as the recipient.

  1. Select the contact field you want to add a link to
  2. Click the mail icon below and enter your email address in the text box

Note: The email address you see in the mailto box when you enable it is just dummy text, you need to add your own email address here.

Our mailto box also allows you to add a subject to your mailto link. When the recipient clicks the mailto link, their mail client will compose a new email with your email address as the recipient and your defined subject already entered.

To add a subject to your mailto link you need to add the following string of text after your email address:

?subject=Email%20Subject
Duplicate or add a new field

Duplicating an existing field is simple, all you need to do is ensure the field you want to duplicate isn't selected, then hover over that field and select the duplicate icon to the far right.

Delete a duplicated field

Deleting a duplicated field is simple as the process is the same as duplicating it. Hover over the unselected field, then to the far right click the x icon.

NOTE: This icon will only display if it's a duplicated field. Original fields cannot be deleted but can be disabled instead.

Re-arrange the order of fields

You can re-arrange the order of your fields by clicking the field, then dragging and dropping it above or below other fields.

NOTE: Your main contact details (Name, Credentials, Role, Company, Tagline) cannot be re-arranged and are locked to the positioning of the template.

Links

Add a social icon link
  1. Select your Links tab
  2. Click on the green Add a link button which will open a new panel
  3. Under the Our Icons sub-heading, you can filter through over 300,000 unique social icons. Filter by Type, Colour, Shape and Size or search by name
  4. Click on an icon to add it to your signature. The icon will now be shown in your email signature preview at the top and will be added to your list of icons and text links below
  5. Select the link/chain icon or the email icon below on the social icon to add a web link or mailto link, then enter your website URL or email address
  6. You can re-position your social icons by dragging and dropping them above or below one another
Add a custom text link
  1. Select your Links tab
  2. Click on the green Add a link button which will open a new panel
  3. Under the Text Links sub-heading, you can enter any text you like and select a color for the text
  4. Click the + Add Text Link button to add it to your email signature. The text link will now be shown in your email signature preview and will be added to the list of icons and text links below
  5. Select the link/chain icon or the email icon below on the social icon to add a web link or mailto link, then enter your website URL or email address
  6. You can re-position your text link and social icons by dragging and dropping them above or below one another
Upload your own custom icons
  1. Select your Links tab
  2. Click on the green Add a link button which will open a new panel
  3. Under the Your Icons sub-heading, click the green Upload button
  4. Click the Choose File button then navigate to and select your custom icon that you wish to upload
  5. Use the tool select the entire icon, then click the Save button

NOTE: Your social icons will automatically be resized to 24px x 24px.

Add Call-To-Action text before your social icons or text links
  1. Select your Links tab
  2. In the bottom panel that displays your added social icons and text links, you will see a text box above each of the social icon links and the text links, with the words Follow Me and My Links inside
  3. You can turn on the CTA text by pressing the on/off power icon below it, as well as customising the text and giving it bold or italic styling
Sort social icons and text links
  1. Select your Links tab
  2. In the bottom panel that shows your selected icons and text links, you can drag and drop them to reorder
  3. Simply click and hold an icon or text link, then drag it to the desired position
  4. Release to drop it in the new position
Delete a social icon or text link
  1. Select your Links tab
  2. In the bottom panel that shows your selected icons and text links, you will see an x icon on the right side
  3. Press this icon to delete any unwanted social icons or text links
Swapping a social icon
  1. Select your Links tab
  2. In the bottom panel that shows your selected icons and text links, you will see a Swap Icon button next to your added social icons
  3. If you want to replace any of your icons with a new one, you can simply click the Swap Icon button, then click the new icon from the above gallery

NOTE: If you experience issues with this feature, delete your icon then add a new one instead.

Images

What is a primary image?

A primary image is the primary position where your image is located in your email signature. Generally a logo or headshot of yourself should be uploaded in the primary image position.

As a rule of thumb, your primary image should not exceed 100px wide or high, however, there are exceptions depending on your signature design.

What is a secondary image?

A secondary image is the secondary position where your image is located in your email signature. Generally a headshot should be uploaded in the secondary image position but it can also be treated as a different position for your logo.

As a rule of thumb, your secondary image should not exceed 100px wide or high, however, there are exceptions depending on your signature design.

What is a base image?

A base image is generally a banner or promotional image that displays at the bottom of your email signature.

You can add up to 4 base images to your signature. Here are the maximum dimensions for your base images:

  • 1 Base Image - 600px Wide x 100px High
  • 2 Base Images - 300px Wide x 100px High
  • 3 Base Images - 200px Wide x 100px High
  • 4 Base Images - 150px Wide x 100px High

Base images can also be uploaded at a larger height by selecting the vertical 600px x 600px layout, then using the Bypass Uploader option. Your image must be set at the correct dimensions when doing this.

Upload primary and secondary images
  1. Select your Images tab.
  2. Click the green Add an image button to the right of the primary or secondary image.
  3. A placeholder image will be added that you want to edit. Click the teal Edit button.
  4. Click Choose File and navigate to the image you want to upload. Your image should be .jpg, .gif or .png.
  5. Drag the crop tool around your image to where you desire then click Next.
  6. Drag the slider to resize your image if you wish, then click Save.
Upload base images
  1. Select your Images tab.
  2. Scroll down to your Base Images section and select the layout you'd like to use.
  3. Once selected, click the green Add an image button
  4. Click the Edit button and upload your image.
  5. Repeat the process for each base image.
Add a website link to images
  1. Select your Images tab.
  2. Scroll down to the image you'd like to add a link for.
  3. Click the chain/link icon to the left of the Edit button.
  4. Type in your website URL.
Add a mailto link to images
  1. Select your Images tab.
  2. Scroll down to the image you'd like to add a link for.
  3. Click the envelope/email icon to the left of the Edit button.
  4. Type in your email address.
Sort your primary and secondary images
  1. Select your Images tab.
  2. Click on the image and drag and drop it above or below the image you wish to swap the position with.

This can be done to swap primary and secondary images, or to swap the order of base images.

Edit an image

If you want to change the size of an image, crop it or add retina compatibility but have already uploaded it, then you can edit the image without having to re-upload.

  1. Select your Images tab.
  2. Click the Edit button to the right of the image.
  3. Follow the steps to crop and/or resize your image.
  4. Save your changes.
Delete an image
  1. Select your Images tab.
  2. Click the x icon to the far right of the image.
  3. Confirm the deletion in the prompt box.
What does Bypass Uploader do?

Our Bypass Uploader checkbox should be used if your image is already at the correct dimensions and doesn't require editing on upload. What it does is uploads your image exactly as it is, without applying any cropping, resizing or compression which results in a crisper image.

What does Scale for Retina and HiDPI Devices do?

The Scale for Retina and HiDPI Devices feature is extremely beneficial as it allows your images to display crisp and clear on retina and hi-dpi devices such as Macbook's and mobile phones.

Retina devices display at a higher resolution than your normal computer monitor, because of this an image that would usually display as crisp and clear on your monitor may appear slightly blurry to others using a retina device.


If you require a High Definition version of your image for use on Retina and HiDPI displays such as the latest iPhones, iPads and Surface Pro's, you should create your image at double the required finished dimensions at 72DPI resolution.

For example if you would like your image to display at 150 pixels wide by 50 pixels high, then you will need to create your image at 300 pixels wide by 100 pixels high.

Once you have done this you can upload this image and tick the "Scale for Retina and HiDPI devices" option, then you can crop and scale your image as normal OR also tick "Bypass uploader" to leave the image untouched before clicking Next.

Design

Changing the template

You can change the entire design of any already created email signatures just by switching templates. Here's how to do this:

  1. Go to your Design tab.
  2. Select a new template from the drop down box that says 'Please select your signature template'

If you want to see a preview of our email signature templates, you can visit our Samples page.

For more examples of user created email signatures using different templates, visit our Examples page.

Changing the text size
  1. Go to your Design tab.
  2. Change the text box that says 'Please select your text size'

NOTE: Our text size uses a pixel value ranging from 8px to 14px. Outlook uses a point value for the text size so the text size will display as a different number to what you've set, but the text size itself will not change.

Changing the font style
  1. Go to your Design tab.
  2. Change the dropdown box that says 'Please select your font'

NOTE: All of our fonts listed are websafe fonts that are compatible with both Windows and Mac OS X. Alternative fonts cannot be added due to requiring CSS code isn't recognized by mail clients.

Changing the text colors

When changing your text, you have two options. A base color and a feature color. The feature color is for contact fields such as your name, company field and labels. The fields that use your feature color differ with each template.


To change your Base Color:

  1. Go to your Design tab.
  2. Click on the color picker for your Base Color, then select your color. If you require a specific shade of color, you can type in or paste the hexdecimal color value in the box.

To change your Feature Color:

  1. Go to your Design tab.
  2. Click on the color picker for your Feature Color, then select your color. If you require a specific shade of color, you can type in or paste the hexdecimal color value in the box.
Changing the left margin width

Different mail clients have different positioning for body text within emails. Gmail for example has no indentation on the body text, whereas Outlook does. Our left margin width setting allows you to change the indentation of your email signature to align it with the body text when sending emails from your favourite mail client.

  1. Go to your Design tab.
  2. Change the dropdown box that says 'Change the left margin width'.

You won't be able to tell if it aligns until your email signature is installed. Once installed you can make changes in your Email Signature Rescue dashboard then re-install the signature.

Changing the vertical spacing

Changing your vertical spacing will adjust the height between each row of information. There are three settings for your vertical spacing.

  1. Go to your Design tab.
  2. Select the 'Change the vertical spacing' dropbox and change it to either Micro, Small or Regular.
Removing separators

Some templates have separators in between each the contact details and between your name and role. If you don't want these in your email signature, they can be removed with the following steps.

  1. Go to your Design tab.
  2. Where is says Select Separator Style, click the Off switch.

NOTE: Some templates have two separator styles, you can switch one of these on/off or both if you wish.

Changing the separator style

Some templates have separators in between each the contact details and between your name and role. These separators can be customized with different symbols to add a unique touch to your email signature.

  1. Go to your Design tab.
  2. Where is says Select Separator Style, click the drop down box and select your symbol of choice.

NOTE: Some templates have two separator styles, you can change the separator style for both of these.

Messages

Add a legal disclaimer or privacy text

Adjusting your Disclaimer/Privacy Text

  1. Go to your Messages tab.
  2. Click on your Privacy Text field and press the top power icon to switch it on.
  3. Click inside the top text box to change our default privacy text and add your own.

Customizing your Read More link

  1. Go to your Messages tab.
  2. Click on your Privacy Text field and press the bottom power icon to switch it on.
  3. You can adjust your read more link by editing the text or enabling/disabling the bold and italic styling.
  4. Link through to your terms and conditions by clicking the link icon and adding your website URL.
Add a green text message

In a bid to raise awareness about doing our bit to keep our carbon footprint as small as possible, we've added a green text feature to our email signatures. You can use this to remind your recipients to save your emails rather than print them, and that every little bit helps.


How to add a green text message:

  1. Go to your Messages tab.
  2. Select your Green Message field and enable it by selecting the power icon.
  3. Customize your green message by editing the text box, or use our own. You can then change your green message icon if you wish.

Why not use one of these examples?

  • Think before you print
  • Save trees, save paper
  • Please consider the environment before printing
Sort the position of my messages and banner images
  1. Go to your Messages tab.
  2. Click on the field you wish to re-position, then drag and drop it above or below the others.
Add registered office details (European Law Compliance)

Some countries in Europe require that you include specific business information in your email signature. We've added a feature which allows you to do this.

  1. Go to your Messages tab.
  2. Tick the required check box according to your country law. This will be one of the following, if not both:
    • Are you a public (LLP) or private (Ltd) company based in the UK?
    • Are you a company based in Europe?
  3. Some options will be provided when the check box is ticked. Enter your business details as required.

Account Settings

How do I change my password?
  1. Go to your Member Profile then select your Client Profile tab.
  2. Enter your new password in the Change Password field.
  3. Confirm your new password in the field below.
  4. Click Save & Update at the bottom of the page.
How do I change my login address or username?
  1. Go to your Member Profile then select your Client Profile tab.
  2. Enter your new email address or a username which will be used to login in the Username field.
  3. Click Save & Update at the bottom of the page.
How do I change my notification email?
  1. Go to your Member Profile then select your Client Profile tab.
  2. Enter your email address in the Email field. This will be the new address that your notification emails will be sent to.
  3. Click Save & Update at the bottom of the page.
How do I find my member ID?
  1. Go to your Member Profile then select your Client Profile tab.
  2. At the top of your Client Profile you will see your Member/Client ID.
How do I update my billing details?
  1. Go to your Member Profile then select your Client Profile tab.
  2. Below you will see all of your billing information. You can update your address, postal code etc if required.
How do I enable Google Analytics?
  1. Go to your Member Profile.
  2. Select your Settings tab.
  3. Switch Google Analytics from OFF ALL to Per Link.
  4. Click Save & Update.

Once Google Analytics is enabled, you then need to enable it for the link you wish to track by clicking the checkbox next to the link itself.

How do I enable Short Links?
  1. Go to your Member Profile.
  2. Select your Settings tab.
  3. Switch Short Links from OFF ALL to either ON ALL or Per Link.
  4. Click Save & Update.

Once Short Links are enabled, you then need to enable it for the link you wish to shorten by clicking the checkbox next to the link itself.

How do I enable the CDN?
  1. Go to your Member Profile.
  2. Select your Settings tab.
  3. Switch CDN from OFF to ON.
  4. Click Save & Update.
How do I change my character encoding?
  1. Go to your Member Profile.
  2. Select your Settings tab.
  3. Select the Character Encoding checkbox and select one of the suitable options.
  4. Click Save & Update.
How do I cancel my plan?
  1. Go to your Member Profile.
  2. Select your Plans tab.
  3. Press the red Cancel Plan button.

If you're cancelling your plan within 7 days of signing up with us, you can request a refund through our Support Team and they will happily issue one for you. If you experience issues, please reach out to our Support Team before cancelling your plan.

How do I upgrade or downgrade my plan?
  1. Go to your Member Profile.
  2. Select your Plans tab.
  3. Press the green Change Plan button.
  4. Select the plan you want to upgrade or downgrade to from the dropdown box.
  5. Agree to terms and conditions and confirm

If upgrading, you will only be charged for the difference in upgrade for the time remaining on your current subscription.

If downgrading, you will need to have a lesser amount than the plan you are trying to downgrade to. You will then be issued a refund for the remaining unused time on your plan.

How do I check when my next payment is due?
  1. Go to your Member Profile.
  2. Select your Plans tab.
  3. Your next payment information will be displayed here.
How do I check how much my next plan payment will cost me?
  1. Go to your Member Profile.
  2. Select your Plans tab.
  3. Your next payment information will be displayed here.
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