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How can I create an email signature using HTML and merge variables in OpenCRM?

Updated: 02 August 2016 16:05:33 OpenCRM::Emails OpenCRM::Settings::Templates

In OpenCRM you are able to create email signatures that can be used by any number of Users, containing details specific to that user.

This is done by using merge variables to populate the email signature with details relevant to each user - making a template that can be used throughout an organisation whilst still creating an personalised signature.

A merge variable is the term given to a symbolic name e.g. "$users_last_name" that is used to pull data from your OpenCRM system into a mail, document or template. It tells the system to find and insert the name or word that is referred to, in this example it is the User Last Name.

You don't need to be an HTML expert to do this, as we have compiled a list of merge variables for you to use. Simply select the required variable from the drop-down menu at the top of the email edit screen
 

Then copy and paste the merge variable into your email body as required, for example:
 

 

The variables selected will then pull through the relevant details into the email so that sending a mail using the variables in the example above will produce results along these lines:

A quick note about FORMATTING

Programs such as Word have a tendency to add formatting to documents. As a result your email template may show unexpected formatting such as extra spaces, different fonts, font size and so on. To avoid this, copy text into a program such as Notepad and then copy and paste the text from Notepad, this will strip any unwanted formatting.

Adding an image or company logo to your email template

To add your company logo or any other image into your email template, please refer to this FAQ: http://opencrm.co.uk/crm-knowledgebase/kb744103/I-would-like-to-add-an-image-to-an-Email-how-do-I-do-this.html

 

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