Create Signatures

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Create signatures to quickly enter your name and title at the end of an email or even a chat conversation. Your signature can contain just your name or include other information, like your official title or position in the company. Add it in your administration panel and use in everyday conversations with your clients or colleagues. Learn how to configure and use your signature in the few easy steps below:

How do I create and use signatures?

To create a new signature in your Paldesk app, follow these simple steps:

Step 1. Go to Administration > Settings > Signature and click on the little “+” icon in the upper right corner to create a new entry. To delete an existing template, click on the trashcan icon next to the “+” icon. 

Create a new signature

Image 1. Create a new signature

 

Step 2. Once you’ve done that, a new form will open. Fill in the required fields and save changes. These are the fields:

  • Name – title or tag used to differentiate between entires. Agents will type in the signature name to apply the signature in a chat or email conversation. 

For example, an agent will type in “@” and then “Phoebe” for the text to appear in a chat window or an email, as shown below. 

  • Signature – text or content of the signature, to be displayed to customers in a chat or email conversation. In this case, the signature is “Chief Support Ninja”.
  • Description – an optional field used mainly to provide additional information to the team. 

New signature fields

Image 2. Fill in these fields to create a new signature

Once you’re done with all that, click “Create” to create a new signature. You can now use in a chat or an email, here’s what that will look like: 

Use a signature in a chat

Image 3. Use a signature in a chat

use signature in an email

Image 4. Use a signature in an email

And that’s how you can create and use signatures to help you reply to your customers in a quick and easy way. If you come across any issues, reach out to us via live chat at paldesk.com or email us at support@paldesk.com. We’ll be more than happy to help you set things up!

Create Signatures was last modified: April 10th, 2020 by student@paldesk.com
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