Signatures, templates & tracking

Prepare reusable messages while retaining control of the final email.

Where to go

My account / Email → Signatures & templates

Step by step

Create your personal signature with your name, designation and approved contact details.
Set your default signature; it is automatically used for new messages and replies.
Save an enquiry, follow-up or quotation message as a template. Keep signatures out of template text to avoid duplication.
Review substituted contact/company details before sending; missing unsupported values can block sending.
If tracking is wanted, review the available setting in My account and verify events with a controlled test.

Demo example

Demo follow-up: “Hello {{first_name|there}}, following up on our enquiry. Please share your update.”

Will my saved signature appear on replies too?

The default personal signature is automatically appended to new messages and replies. Review the composer before sending.

How many signatures and templates can I save?

Up to3 signatures and50 personal templates per user.

Does an Open event prove a human read the message?

No. Image blocking, prefetching and mail-client privacy features affect open events.

Reviewed 10 October 2026 · CRM 0.53.1