How to setup an email signature in FreshSales CRM
Install your HTML email signature in no time! Follow our step-by-step guides to install your email signature in Freshsales CRM.
It's never been easier to create a new email signature for Freshsales CRM. Check out our beautiful email signature templates and easy to manage email signature software, that makes creating email signatures for Freshsales CRM a breeze.
Before you start
Before you start
- Login to your Freshsales CRM account.
- Ensure you have your HTML email signature file or the signature files HTML code available.
Follow our Step-by-Step Guide below for full instructions on installing your email signature within Freshsales CRM.
If you run into any issues during your HTML email signature installation in Freshsales CRM, please see the Troubleshooting FAQ for frequently asked questions, before contacting support through your member account.
Install: Basic Step-by-step Guide
1 Step One
Open your HTML email signature file in Notepad if running Windows, or Text Edit if running macOS.
Press Ctrl + A to Select All, followed by Ctrl + C to Copy the code.
If running macOS, using the Cmd key instead of Ctrl.
2 Step Two
Switch across to your web browser and your Freshsales CRM account, then from the top right of your screen, click on your Profile icon and select Profile Settings.
3 Step Three
From your Profile page you will see your User Details with your Email Signature field beneath that.
Click the Source button from the toolbar at the top left, then click inside the box and press Ctrl + V to paste your copied code.
4 Step Four
Click the Source button again and you will see your email signature appear. It's likely that you may see some borders around your email signature, this is normal as it's the outline of the table and cells that hold your signature together. These lines will not show when you send your emails.
5 Step Five
Click the Save button to the bottom right of your signature setting to save your changes.
Congratulations! Your email signature is now installed and ready to use!
If you have tried our Step-by-Step Guide for installing your email signature in Freshsales CRM and you run into any issues, please read through this troubleshooting guide before contacting Support for further help.
My email signature does not look right when in Freshsales CRM's settings
If your signature has just been inserted into your settings by pasting the code, you may see some outlined borders around your email signature. That's fine, these are just the table and cells that hold your email signature together and will not show when you send your email. You can test this by sending yourself an email.
Found another issue? Let us know!
We aren't currently aware of any other issues with installation in Freshsales CRM. If you experience any other issues, please get in touch with our Member Support Team through your Email Signature Rescue account using the red help button.
Troubleshooting: Where do I find my email signature HTML code?
- If you are an Email Signature Rescue member and are logged into your account, you can access your signature code by selecting the Copy Code button next to your email signature on your Dashboard.
- If you have been emailed your HTML file, open the file in Notepad or TextEdit.
- If you have your HTML file saved on your computer hard drive, navigate to where you have saved the HTML file and open with Notepad or TextEdit.
Troubleshooting: I don't have an email signature HTML file
If you don't have an email signature HTML file, consider joining Email Signature Rescue now and get creating! We offer over 20 professionally designed and tested email signature templates, tools and features to create and manage your email signatures online and a whole lot more.