How to configure your PromoServe email signature

The following helpsheet explains how to setup your PromoServe email signature.


Under 'System Personalization,' select 'Codes and Phrases.' 


Click the blue '+' button

Step 3

Here, a new email signature can be created. Select the blue + button to add a new entry.

Phrase Code = SIGN (Additonal email signatures can be created by incrementing this number by one. E.g SIGN1, SIGN2, SIGN3 etc)

Phrase Type = GT General Text (This should always be set to GT General Text)

Description = Email Signature 1 (A description for the entry)

Notes / Text = Enter here what you would like to be displayed for the signature (You can add HTML code here to display images, tables and HTML formatted text. You can do this by copying the HTML code directly into the Notes / Text box.)

In this instance, some default details have been inserted. The system tags, such as YOURNAME and COMPANYNAME etc pull in details from various areas within PromoServe. will pull in the logged in users name from the Staff Database.

Once finished, select the blue tick to save changes.


Return to the main menu and select 'Emails' under 'CRM.'


Select 'Email Productivity Client'.


Select 'Configuration' at the top left, then 'Accounts'.


Select the email account in use and click the blue triangle button to change the settings.


Select the 'Header & Signature & Footer' tab at the top of the screen.

You will see the recently created email signature displayed in the middle of the screen. Click just to the left of the signature description (Email Signature 1) to make the email signature active.

Now click the blue disk icon to save changes.


Once in a new message screen within the PromoServe Email Client, the active email signature will be automatically inserted. If you are using Microsoft Outlook to email from PromoServe, the active signature in PromoServe will be carried through to the new message in Outlook.