How to append a custom signature in your emails?
Crisp teams who migrated from an email-based customer-support workflow may be used to appending signatures to the emails they send (eg. containing their brand name, their company logo and their job title). Crisp lets you design your own signature, that gets appended to all emails sent by your operators, to your users.
The Email Signature feature is available from Crisp Unlimited. You need to make sure your website is subscribed to that plan so that you can use the Email Signature feature.
Check the Crisp Pricing page if you need more information on our plans.
Email signatures, once configured, are appended at the end of all message replies that get sent over email to your users. Once configured, all emails, sent from all your operators, get this custom signature included. Signatures are only sent to message replies to your users from the Crisp Inbox. They are not used in chat transcript and campaigns.
Signatures are configured in Markdown, which lets you style your text (bold, italic, etc.), insert images and files, and include replacement tags (variables that get replaced with eg. the sending operator job title).
Follow the steps below in order to configure your email signature:
First, make sure that your website is running on the Crisp Unlimited plan, as explained above;
Now, go to your Crisp Dashboard;
Go to your website settings, under "Settings", then "Websites", then click on your website;
In the website settings, scroll down to "Advanced configuration", open it, and click on "Custom Email Signature";
Then, enable the custom email signature (this will reveal a text field);
Write your email signature, and once you are done, hold on a few seconds and check that you get a "saved" green confirmation bar;
All good! You may now proceed testing your signature (check how to proceed below).
Signatures can contain dynamic contextual data, which get replaced upon sending each email with context information, eg. using the sending operator information.
This can be used by including replacement tags in your Markdown code, using the "Insert a replacement tag" button in the signature editor. A fallback default value can be configured, so that this fallback value is shown instead if no context value could be acquired for a specific email signature.
Note that you have to add {{ operator.name.first }} in the custom signature to get rid of the default signature as the operator's name is mandatory here.
For instance, the operator job title can be included in the signature, in order to generate signatures as such "John Doe, Customer Support Lead at Acme, Inc.". This can be included using the following Markdown syntax: {{ operator.title | "Optional fallback value" }}.
Supported replacements are:
- {{ operator.title }} (Marketing, Technical, ...)
- {{ operator.name.full }} (John Doe)
- {{ operator.name.first }} (John)
- {{ operator.name.last }} (Doe)
- {{ operator.email}} (john.doe@gmail.com)
You do not need to write this replacement tag Markdown code yourself. You can click on the "Insert a replacement tag" button as shown on the picture below instead.
The operator job title value can be configured per-operator in the website settings operators section (click on the "Edit operator membership" blue button on the right of each operator). This value is then inserted in your email signatures upon sending an email, by expanding the replacement tag into an actual value.
Keep in mind, if the {{ operator.name }} variable is present, the default name row and image will be removed, as the combination of both is not feasible. If the same variable is not present, the default name row and image will be preserved. In such case, the custom signature/custom text will be placed below the default signature.
In order to test the email signature you just configured, simply go to your Crisp Dashboard, access your inbox, and pick a conversation with yourself, or create a new one (ie. a conversation with your own email).
Then, send a message in the conversation (for instance "Hello!"). Beware that you do not read the message in the chatbox, if the conversation is bound to a chatbox session. Wait a few minutes (1-2 minutes), and you'll see a "Delivered to email" indicator under the message in your Crisp Inbox.
Now, open your mailbox app, and open the email. You should see your formatted signature at the bottom of the email you just received.
Required plan for Email Signature
The Email Signature feature is available from Crisp Unlimited. You need to make sure your website is subscribed to that plan so that you can use the Email Signature feature.
Check the Crisp Pricing page if you need more information on our plans.
How does Email Signature work?
Email signatures, once configured, are appended at the end of all message replies that get sent over email to your users. Once configured, all emails, sent from all your operators, get this custom signature included. Signatures are only sent to message replies to your users from the Crisp Inbox. They are not used in chat transcript and campaigns.
Signatures are configured in Markdown, which lets you style your text (bold, italic, etc.), insert images and files, and include replacement tags (variables that get replaced with eg. the sending operator job title).
How do I configure an Email Signature on my website?
Follow the steps below in order to configure your email signature:
First, make sure that your website is running on the Crisp Unlimited plan, as explained above;
Now, go to your Crisp Dashboard;
Go to your website settings, under "Settings", then "Websites", then click on your website;
In the website settings, scroll down to "Advanced configuration", open it, and click on "Custom Email Signature";
Then, enable the custom email signature (this will reveal a text field);
Write your email signature, and once you are done, hold on a few seconds and check that you get a "saved" green confirmation bar;
All good! You may now proceed testing your signature (check how to proceed below).
How to include contextual data in my signature?
Signatures can contain dynamic contextual data, which get replaced upon sending each email with context information, eg. using the sending operator information.
This can be used by including replacement tags in your Markdown code, using the "Insert a replacement tag" button in the signature editor. A fallback default value can be configured, so that this fallback value is shown instead if no context value could be acquired for a specific email signature.
Note that you have to add {{ operator.name.first }} in the custom signature to get rid of the default signature as the operator's name is mandatory here.
For instance, the operator job title can be included in the signature, in order to generate signatures as such "John Doe, Customer Support Lead at Acme, Inc.". This can be included using the following Markdown syntax: {{ operator.title | "Optional fallback value" }}.
Supported replacements are:
- {{ operator.title }} (Marketing, Technical, ...)
- {{ operator.name.full }} (John Doe)
- {{ operator.name.first }} (John)
- {{ operator.name.last }} (Doe)
- {{ operator.email}} (john.doe@gmail.com)
You do not need to write this replacement tag Markdown code yourself. You can click on the "Insert a replacement tag" button as shown on the picture below instead.
The operator job title value can be configured per-operator in the website settings operators section (click on the "Edit operator membership" blue button on the right of each operator). This value is then inserted in your email signatures upon sending an email, by expanding the replacement tag into an actual value.
Keep in mind, if the {{ operator.name }} variable is present, the default name row and image will be removed, as the combination of both is not feasible. If the same variable is not present, the default name row and image will be preserved. In such case, the custom signature/custom text will be placed below the default signature.
How do I test my Email Signature?
In order to test the email signature you just configured, simply go to your Crisp Dashboard, access your inbox, and pick a conversation with yourself, or create a new one (ie. a conversation with your own email).
Then, send a message in the conversation (for instance "Hello!"). Beware that you do not read the message in the chatbox, if the conversation is bound to a chatbox session. Wait a few minutes (1-2 minutes), and you'll see a "Delivered to email" indicator under the message in your Crisp Inbox.
Now, open your mailbox app, and open the email. You should see your formatted signature at the bottom of the email you just received.
Updated on: 27/01/2023
Thank you!