Note: You must set up an Email Profile in order to send email from the Nexus CRM
Your email signature (profile) is an important element of your marketing campaigns. It shows your brand personality, introduces the person behind emails, and provides necessary contact information.
To include a signature block on emails sent from Mercury Nexus you must first configure your Email Profile. Once configured your email profile will automatically appear in any of the following emails:
Opportunity email button
Opportunity note email
Opportunity auto-action email
People email merge
Opportunity Questionnaire invite
Opportunity Doc Request invite
Opportunity Client Centre invite
How do I set up my email signature?
Open the Admin app and select My Details from the main left-hand menu.
Navigate to Email Profiles in the top menu.
Click the +Add button to create a new email profile.
Select the Edit Details tab and enter the following information:
To include your company logo, select the Insert Logo. You can also upload your logo via the Load Company Logo button below.
You can toggle between the Preview and Edit Details tab to see your changes in real time.
Once you are happy with your design, check the Default box to automatically choose this profile when sending the email.
You can toggle between Preview and Edit Details using the tabs.
Note: For changes to take effect you will need to login out and back in to Mercury Nexus.
How to setup an email signature to send on behalf of another person
Open the Admin app and select My Details from the main left-hand menu.
Navigate to Email Profiles in the top menu.
Click the +Add button to create a new email profile.
Add the email address of the other person. If the O365 Integration is enabled you can also be given access to send from their actual O365 mailbox. Instructions found here.
Select the Edit Details tab and enter the following information:
To include your company logo, select the Insert Logo. You can also upload your logo via the Load Company Logo button below.
You can toggle between the Preview and Edit Details tab to see your changes in real time.
Once you are happy with your design, check the Default box to automatically choose this profile when sending the email.
You can toggle between Preview and Edit Details using the tabs.
Hold down Shift when pressing Enter for single spacing between lines.
Easy to use html email signature generator example