Create your first signature

Email signatures in AdSigner are created for users in your User directory.

User profiles are necessary to generate signatures. User profiles provide personal data to populate the signature fields, and also serve as a reference for signature access permissions. In the next steps, we will create a user profile and a signature for that user.

1. Create your first user profile by navigating to the User directory and pressing the Add user button.

2. Fill in all the data you want to displayed in the signature. Make sure to enter a valid email address of the person who will be using the signature, even if the email address displayed in the signature will be different.

3. Navigate to the Signatures page and press the New signature button.

4. Pick a layout for your signature. The layout can be customized in the next step. Press Continue to proceed.

5. On the signature editor page, you can customize the signature layout and content. The signature fields on the left are divided into five categories:

   • Personal Personal information about the user, such as name, job title, email address, phone number, etc.

   • Organization Information about your organization, such as company name, address, website, etc.

   • Social Links to the user's social media profiles, such as LinkedIn, Twitter, Facebook, etc.

   • Theme Visual properties such as font family, font size, colors, etc.

   • Banner Advertising banners, images, and links that can be controlled through signature campaigns. Fields in this category can be changed dynamically without updating your signature.

   On the right side, you can see the preview of your signature. You can select which user to preview in the dropdown menu above the preview.

   All fields can be connected with user profile data, or contain static information that will be the same for all users using the signature. Notice the symbols below to toggle field data source.

   Connected value Green arrow symbol indicates that the field is connected to a user profile value.

   Static value Gray crossed-out arrow symbol indicates that the field contains a static value that will be the same for all users using the signature.

   Fill out the signature fields with your information and make sure the signature fields are properly connected to the user profile values. You can switch between different users in the preview to verify that the signature is correctly populated with user data.

6. In the Code tab on the right, you can customize the HTML template code of your signature. This requires knowledge of HTML and CSS. You can read more about writing custom code for your signature templates in our developer documentation. You can also ask our AI agent to modify the code for you.

7. When you are satisfied with your signature design, press the Save button in the top right corner to save your signature.

8. At this point, your signature design is saved. However, the signature is not published to users yet.

   • In the Selection section on the left, you can choose which users will receive this signature.
   • In the Campaigns section, you can choose to add this signature to a group for easier management via signature campaigns.
   • In the Automation section on the right, you can choose whether the signature will be automatically applied to selected users, updated when the any connected user profile data changes, and created for new users who fit the selection criteria. If this option is disabled, the signatures will only update when you manually press the Publish button.
   • In the Email notifications section, you can configure how email notifications are sent to users when their signature is created or updated. If you are using automatic signature deployment, you may not need to send email notifications. Read more about signature deployment in our guide How to deploy email signatures.
   Recommendation

   For your first signature, we recommend enabling email notifications, so that you can install your signature via the link you will receive in your email.

9. When you are ready to start using the signature, press the Save and publish button in the top right corner. If you wish to save your work and return to this page later, you can click the Save button and come back later.

10. Your new signature will now appear in the Signatures page. In the signature card, you can see how many user it is applied to, whether it is published or not, and whether email notifications and automatic publishing are enabled. Hover over the icons for more information.

11. If you enabled email notifications, check your email inbox for the email with the link to install your new signature. The email is sent to the email address in your user profile, irrespective of the email that is actually visible in the signature. Follow the instructions in the email to install the signature in your email client.