How to setup an email signature in Zoho CRM
Install your HTML email signature in no time! Follow our step-by-step guides to install your email signature in Zoho CRM.
It's never been easier to create a new email signature for Zoho CRM. Check out our beautiful email signature templates and easy to manage email signature software, that makes creating email signatures for Zoho CRM a breeze.
Before you start
Before you start
- Login to your Zoho CRM account.
- Ensure you have your HTML email signature file available.
Follow our Step-by-Step Guide below for full instructions on installing your email signature within Zoho CRM.
If you run into any issues during your HTML email signature installation in Zoho CRM, please see the Troubleshooting FAQ for frequently asked questions, before contacting support through your member account.
Install: Step-by-Step Guide
1 Step One
Open your HTML email signature in your web browser.
Press Ctrl + A to Select All, followed by Ctrl + C to Copy the code.
If running macOS, use the Cmd (⌘) key instead of Ctrl.
2 Step Two
Login to your Zoho CRM account, then from the top right of your screen, click on the Settings icon.
3 Step Three
On your Setup page, select Personal Settings under the first General heading.
4 Step Four
You will see your signature field just below your Locale Information. Click on the Pencil icon to the top-right of the signature window to edit it.
Click inside the signature field, then press Ctrl + V to paste your copied email signature. If running macOS, use the Cmd (⌘) key instead of Ctrl.
5 Step Five
Click Save and your email signature will be installed.
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 Zoho CRM and you run into any issues, please read through this troubleshooting guide before contacting Support for further help.
Experiencing an issue? Let us know!
We aren't currently aware of any issues with installation in Zoho CRM. If you experience an 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 email signature by clicking Full Screen Preview from your Dashboard or when editing your email signature.
- If you have been emailed your HTML file, open the file in your web browser.
- If you have your HTML file saved on your computer hard drive, navigate to where you have saved the HTML file and open it in your web browser.
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.