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How to setup an email signature in Insightly CRM

Install your HTML email signature in no time! Follow our step-by-step guides to install your email signature in Insightly CRM.

It's never been easier to create a new email signature for Insightly CRM. Check out our beautiful email signature templates and easy to manage email signature software, that makes creating email signatures for Insightly CRM a breeze.

Before you start

Before you start

  • Login to your Insightly account.
  • Ensure you have your HTML email signature file or the signature files HTML code available.

Next Step

Follow our Step-by-Step Guide below for full instructions on installing your email signature within Insightly CRM.

If you run into any issues during your HTML email signature installation in Insightly 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 Insightly account,then from the top right of your screen, click on your Profile icon and select User Settings from the drop-down list.

select user settings from your menu

3
Step Three

On the left hand side of your User Settings page, you will see a column menu with Email Signature listed. Select this.

select email signature from the left menu

4
Step Four

You will now see your Email Signature field with a toolbar across the top of various buttons. Click the < > button at the far left which will allow you to enter your HTML code.

The window should go black, you can now press Ctrl + V to paste your copied signature code. Click the < > button again to go back to your normal view.


5
Step Five

Your email signature may not display correctly in this preview window. Don't worry though, once you compose a new email and send it, it should then display correctly.

Click Save Email Signature.


Congratulations! Your email signature is now installed and ready to use!

Troubleshooting: FAQ

If you have tried our Step-by-Step Guide for installing your email signature in Insightly 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 Insightly 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 Insightly 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.

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