How to Configure Brand or Organizational Agent Signatures
Configuring brand or organizational agent signatures ensures consistent communication and professional representation in customer interactions. This guide provides detailed steps to set up and customize agent signatures for your organization or brand.
Steps to Configure Brand or Organizational Agent Signatures
You can configure signatures in instances discussed below.
While Adding a New Brand
- Log in to your BoldDesk account as an administrator and navigate to Admin module > Brands, and click Add Brand.
- Enter the required brand information, then input the signature under the Brand Signature section.
- Click Add to complete the setup.
In an Existing Brand
- Log in to your BoldDesk account as an administrator.
- Go to the Admin module, select Brands, and choose the brand for which you wish to add the brand signature.
- Edit the brand by clicking the More Options icon (⋮) next to the brand name, then select Edit Brand Signature.
- Add the signature, and you can also use the placeholders to dynamically update the given content.
Learn more on Setting Up a Default Agent Signature at the Brand or Organization Level.
- To ensure images are properly embedded and display correctly in customer emails, always use the “Insert Image” option when uploading. Avoid copying and pasting images, as this can lead to formatting issues or broken visuals.
- When both a default signature and a brand-specific signature are configured, the system prioritizes the default signature. This may result in the brand signature not appearing in customer emails as intended.
- In BoldDesk, it is not possible to set up multiple signatures for each brand; only one signature can be configured per brand.
- To ensure consistent branding, verify that the brand signature is not being overridden and adjust the configuration by changing the brand signature from default to the desired brand.
Frequently Asked Questions (FAQ)
1. What is a brand or organizational agent signature in BoldDesk?
It’s a predefined signature added to outgoing emails from agents, ensuring consistent branding and professional communication across customer interactions.
2. Where can I configure a brand signature in BoldDesk?
You can configure it:
- While adding a new brand via Admin > Brands > Add Brand
- By editing an existing brand via Admin > Brands > Edit Brand Signature
3. Can I set up multiple signatures for a single brand?
No. BoldDesk allows only one signature per brand. You cannot configure multiple signatures for the same brand.
4. What happens if both a default signature and a brand-specific signature are configured?
The default signature takes precedence. If both are present, the brand signature may not appear in customer emails.
5. Can I use dynamic placeholders in brand signatures?
Yes. When editing a brand signature, you can use placeholders to dynamically insert agent or brand-specific information.
6. Why are my images not displaying correctly in email signatures?
Ensure you use the Insert Image option when uploading images. Avoid copy-pasting, as it may cause formatting issues or broken visuals.
7. How do I manage signature visibility across brands?
To ensure the correct signature appears, verify that the brand signature is not being overridden by a default signature. Adjust the configuration as needed.
8. Is it possible to configure agent signatures at the personal level?
Yes. Agents can set up personal signatures. Learn more on How to Add a Personal Agent Signature.
