How to setup an email signature in LionDesk CRM

Before you start

• Login to your LionDesk CRM 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 LionDesk CRM.

If you run into any issues during your HTML email signature installation in LionDesk CRM, please see the Troubleshooting FAQ for frequently asked questions, before contacting support through your member account.

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 LionDesk account, then from the top right of your screen, click on your Profile icon and select Profile.

3

Step Three

From your Profile page you will see a number of fields with your profile information, including your Email Signature field.

Click the Edit button next to Email Signature.

4

Step Four

Click inside your signature field and a toolbar will open above with a range of buttons. From the top left, click the Source button.

Paste your copied email signature code into the window and click OK.

5

Step Five

You will see your email signature appear in the box now, likely with borders around it. Ignore these as they're just the table and cells being outlined and will not show when your email is sent.

Click the Save Signature button to the left of your signature box.

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 LionDesk 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 LionDesk 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 LionDesk 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.

• 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.

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.

Join Email Signature Rescue