HELP FILE

How to create Email signatures

When setting up your ticketing system, you can configure your tickets and other outgoing system-based emails to display a signature. Signatures can be configured for emails sent from each of your Knowledge Bases. Bold360 ai has several out-of-the-box basic signatures and you can also add new personalized signatures.

To Create an Email Signature, do the following:

  1. In the Bold360 ai Console, go to the Admin Center > Ticketing Settings > Signatures tab. The existing basic signatures are displayed.
  2. Optionally, select a signature for emails sent from a specific Knowledge Base from the drop-down lists below the signature templates.
  3. To create a personalized signature, click the New Signature icon, at the top of the My Signatures page. The Create Signature dialog is displayed.
  4. Name your new signature.
  5. From the Share with drop-down list, specify who can use the new signature:

    Note: In the body of the signature, the area with the generic Latin text represents the body of the email and cannot be modified at this stage.

    • If you select Only Me, your signature will be displayed in the list under My Signatures.
    • If you select Everyone, the signature will be displayed in the list under Shared Signatures.
  6. In the Header and Footer areas, you can add a branded logo, tagline and signature.

    To enter an image, ensure that you have your image saved to a proprietary URL. Click the image icon and enter the URL in the dialog displayed. To enter a tagline, select and replace the generic text.

    Optionally, use the following placeholders:

    • My name: %repName%
    • My Username: %username%
    • My Email: %repEmail%
    • User's email: %ticketEmail%
    • User's name: %name%
    • Ticket Title: %ticketTitle%
    • Message quote: %quote%
    • Context category: %context category%

  7. Click Create to save your new signature. You can select it from the list of available signatures.
  8. At the bottom of the My Signatures page, you have the following additional options:
    • Default Signature: Drop-down lists for each existing Knowledge Base, enabling you to select the required signature.
    • Limit Users to Default Signature checkbox: Select to only allow agents and users to use the a pre-defined default signature.
    • Users can create personal signatures checkbox: Select to allow users to create their own, personalized signatures.