Setting Up Email Signatures and “From” and “Reply To” Email Addresses

When you create the content of your emails, you also have to decide how you want to sign the email. In most cases, brokers go for one of two options.

The first option would be to personalize emails and sign them with the appropriate merge tag - {custom_custom_prd_name}, which means that the email will be signed with the assigned producer’s/CSR’s name.

The other option is to have a generic signature at the end of every email - like “Pathway Team”.

This is what the generic signature will look like:

In addition to setting up your email signature, you need to make sure that you properly set up the “From” and “Reply to” email address under Subject and Sender. This is how you would do it:

Step 1: Go to email editor.
Step 2: Go to Subject and Sender and choose the appropriate email address.
If you want to personalize the email from a specific producer or CSR, you would just choose the same merge tag that you used in the body of the email.

If you want to use a generic email, you might need to add it to your account first, before it shows up in this drop-down menu.

This is how you would do it:

Step 1: Go to Settings → Profile → Email address
screen4.pngStep 2: Check the inbox of the email address that you just added and click on the confirmation link.

After the confirmation, you will be able to see that email address in the Subject and Sender dropdown menu.

NOTE: Setting up the “From” and “Reply to” email address is not only important for obvious reasons, but also because it will be visible in the email that you are sending.

At the top of the email
And at the bottom of the email

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