Socket Pro Tips: User Signatures

Here’s a step by step guide to get User Signatures set up for your account:

The first step is to set a default company email signature. This will be used in cases where there is no direct user associated with an email, for example, publicly generated quotes. This can be done by navigating to Settings > General > Default Email Signature as shown in the screenshot below:

Once the Default Email Signature has been set, you can set your personal email signature. This can be done by clicking on your name in the top right hand corner of Socket, and filling out the Email Signature field:

Now that both the Default Email Signature and User Signature have been set up, go to Settings > Labels & Messages where you’ll click on the Emails tab to use the new mail merge feature, ##Signature##  in any of the emails sent to customers. This includes the Quote notifications, Inquiry notifications, and Order notifications:

If a User doesn’t have a signature set, it will default to the Account’s Default Email Signature.