Note: You can automatically manage your company's email signatures after setting up the integration with Microsoft 365.
After filling out our questionnaire while registering your account, all your information will be saved to your first segment, which will be added to the Segments list.
Let's find out what a segment is in MySignature. This is an organizational unit (e.g., marketing, finance, sales). In addition, segments allow you to create different signature templates (layouts) for individual groups of users.
Now, let's watch our video guide on how to create a segment and signature template below:
Or follow these steps:
Step 1.
Click Create a segment button.
Step 2.
Start creating your signature template for a segment from scratch, or choose a signature template from our list.
Note: Each segment can have only one email signature template. Also, in the future, if you have already created templates for other segments, you can choose one of them when you create a new segment.
Step 3.
Next, in the General tab, type the general information, such as company, department, etc. Then click Add field button in the Contacts section to add the contact details.
Or click Add field button in the Custom fields section to add the customs information (for example, second email, website, address, etc.).
Step 4.
Using the Images tab, upload your company logo / personal image by clicking Upload image and the banner by clicking Upload or choose from our gallery. Afterward, select their size and shape or add the links.
Note: You can also turn on the "Replace with the image from the user profile" option to replace the image in the editor with your Microsoft 365 user's profile picture. In this case, you can hover over the image and choose a shape.
Step 5.
In the Social tab, you can select the social media pages you use most often and would love to promote in your signature. Please be sure you provide the correct URLs to social media profiles.
Step 6.
If preferred, go to the Addons tab and add other signature elements such as Sign off, Disclaimer, Green message, etc.
Step 7.
Next, choose the best-suitable layout options in the Design tab, such as font and size, template and text color, custom field styles, social icon size, shape and style, social icon background, and more.
Step 8.
Click Save segment button to save your signature.
You can now see your created segment on the Segments dashboard. To open your segment, click on it.
To rename your segment, click three dots, click Rename, change the title for your segment, and click Rename again.
If you no longer need your segment, click Delete button.
Note: Deleting a segment will also delete the signature template created with this segment.
After that, you can check our guide on how to add users to a segment.