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Adding Custom Signatures to Emails

Article: 000050671
Updated: July 26, 2024

You can insert a custom signature merge variable into your emails. This way, you do not have to copy and paste your signature every time you want to include it in an email.

Once set, you can set it to be automatically attached to any email that includes the custom signature merge variable.

First, you'll need to create a custom signature from Settings in the Lead Gen & CRM platform. Click here to learn more about creating a custom signature. 

In this article, you'll learn how to add and preview custom signatures in emails and Smartmail. 


Article Contents


Users:
Administrators 
Company Managers 
Marketing Managers 
Sales Managers 
Salespersons 
Jr. Salespersons 

Light Bulb IconTip: Are you looking for information about Constant Contact’s Email and Digital Marketing product? This article is for Constant Contact’s Lead Gen & CRM product. Head on over to the Email and Digital Marketing articles by clicking here. Not sure what the difference is? Read this article.

 

Adding Custom Signatures to Emails

Custom signatures can be added to simple, designer, and legacy emails.

To add created custom signatures to emails, create or edit an email from the Email page in the left toolbar. 

  1. Place your cursor where the custom signature should go and click Merge.
  2. Click Lead Owner Fields.
  3. Click Lead Owner Email Signature in the editor's toolbar.

    Insert Merge Variable

     

  4. Enter default text to appear if the signature does not render properly.
     
    Note: Merge variables do not render in a pop-out preview.
  5. Click Ok.

    Enter default text in merge variable

     

  6. Click  email.png  Send Settings in the left panel.
  7. Click the Make Available as a Smart Mail in Contact Manager checkbox.
  8. Click Save.

    Select send settings

     

Important: Custom email styles may override the signature styles. We recommend testing emails before sending to ensure your signature will match the preview.

 

Adding Custom Signatures to Smart Mail

You can add custom email signatures to Smart Mails that do not already have the signature merge variable. 

To add a signature to your Smart Mail, start from Contacts in the left toolbar.

  1. Locate and click on the name of your lead.

    Click the contact

     

  2. Click Smart Mail.

    Click on Smart Mail within Contact

     

  3. Select the desired email to send.
  4. Click Personalize...

    Click Personalize

     

  5. Place the cursor where the custom signature should go and click  edit.png  Insert Your Email Signature in the email editor toolbar.
  6. Once clicked, the Insert Your Email Signature tool will add your custom email signature to the bottom of your Smart Mail.

    Add signature in Smart Mail editor

     


 

Previewing Custom Signatures via Smart Mail

Once a custom signature has been added to an email, you can preview it in a Smart Mail.

To preview custom signatures in an email, start from Contacts in the left toolbar.

  1. Click the name of the contact of which you are the lead owner.

    Select the Contact

     

  2. Click Smart Mail.

    Click on Smart Mail within the Contact

     

  3. Select the email with the custom signature.
  4. View the contents of the email.
  5. Click Cancel.

    Review the email contents

     

The custom email signature will show the signature of the lead owner associated with the recipient. If you are not the lead owner for that lead, then your signature will not display in the email.

Important: For emails to appear as a Smart Mail, the Make Available as a Smart Mail in Contact Manager checkbox must be checked in  email.png  Send Settings.
 


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