You must configure an Email Profile before sending emails from Mercury Nexus.
Your email profile includes your signature and branding. Once set up, it will automatically appear in emails sent from CRM.
Where your email profile is used
Your configured email profile will apply to:
Opportunity email button
Opportunity note email
Opportunity auto-action email
People email merge
Opportunity Questionnaire invite
Opportunity Document Request invite
Opportunity Client Centre invite
Set up your email signature
To create an email profile:
Open the Admin app.
Select My Details from the left-hand menu.
Click Email Profiles in the top menu.
Select + Add to create a new profile.
Configure your email profile
Open the Edit Details tab.
Enter your contact information.
Select Insert Logo to include your company logo.
Alternatively, upload your logo using Load Company Logo.
You can toggle between:
Edit Details
Preview
to review your design in real time.
Tip
Hold down Shift + Enter to create single spacing between lines.
Set as default profile
Once your profile is complete:
Tick the Default box to make this the automatically selected profile when sending emails.
Changes save automatically.
Important
Log out and log back in to Mercury Nexus for changes to take effect.
Send emails on behalf of another person
You can create an email profile to send on behalf of another user.
To do this:
Open the Admin app.
Select My Details.
Click Email Profiles.
Select + Add.
Enter the other person’s email address.
If Office 365 (O365) integration is enabled, you can be granted permission to send directly from their mailbox.
See [link: Setting up Office 365 integration]
Then:
Configure the signature details as required.
Preview your changes.
Tick Default if appropriate.
Designing your signature
For HTML signature layouts, you may use a signature generator tool.
Always ensure your signature complies with:
Your business branding guidelines
Regulatory disclosure requirements
Need help?
If you need help setting up email profiles in Mercury Nexus, contact your Partnership Manager or email [email protected].