Add a deal owner's signature

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Add a deal owner's signature to an automated 1:1 email

Introduction

In ActiveCampaign, the ability to insert a deal owner's signature into an automated 1:1 email is a powerful feature that enhances personalization and professionalism in communication. This feature allows you to maintain a consistent identity in your communications while automating parts of your sales process. Including a signature not only adds a personal touch but also provides clear ownership of the deal, which can enhance trust and engagement with the recipient.

How to Access This Feature

To access the feature for adding a deal owner's signature to an automated 1:1 email, you will need to navigate to the Automations Overview page in your ActiveCampaign account. This can typically be found in the main navigation menu under the **Automations** section.

Step-by-Step Instructions

Follow these steps to insert a deal owner's signature into an automated 1:1 email:

1. Click Automations to navigate to the Automations Overview page.
2. Locate and click Edit for the automation that contains the 1:1 email you wish to update.
3. Find the specific 1:1 email action you want to modify and click on it.
4. A modal window will appear. Click the personalization icon (a lightning bolt).
5. In the personalization options, select the Deals category and then choose the Deal Owner: Signature option.
6. The personalization tag, %DEAL_OWNER_SIGNATURE%, will be added to the 1:1 email action. Click outside the personalization modal to close it.
7. Finally, click the Save button to confirm your changes.

Once your automation is set to "Active," any contact that reaches this action within the automation will receive a 1:1 email containing the deal owner's signature.

Configuration Options and Settings

To make full use of this feature, it is essential that each deal owner on your account creates their unique signature. This can be done through their Account Settings page. Here, the deal owners can personalize their signatures according to their preferences. Remember, if a personalized signature is not created, the signature tag will not populate as expected.

Best Practices and Tips

- Ensure each deal owner on your team has an appropriate, professional signature set up in their account. This helps maintain brand consistency and professionalism. - Regularly review and update signatures as necessary to reflect any changes in contact information or branding elements. - Before setting the automation to "Active," test sending the email to yourself or a colleague to ensure that the signature displays correctly. - Consider personalizing other elements of the email alongside the deal owner's signature to maximize engagement.

Common Use Cases with Examples

- **Sales Follow-ups**: When following up with leads that have previously interacted with your brand, including the deal owner's signature can help in reinforcing a relationship and encourage responses. - **Contract Negotiations**: If a deal is undergoing adjustments or negotiations, using the deal owner's signature in communication can add a personal touch and clarify accountability. - **Post-Meeting Recaps**: After a meeting, sending a summary email with the deal owner's signature reinforces the relationship and ensures the recipient knows who to reach out to for further inquiries.

Troubleshooting

If you encounter issues with the deal owner's signature not displaying in the automated email: - Double-check that the deal owner has set up their signature in the Account Settings. - Ensure that the personalization tag %DEAL_OWNER_SIGNATURE% has been correctly inserted into the email action. - Confirm that the automation is active and that contacts are reaching the email step in the automation sequence.

Related Features

- For additional functionalities in relation to emails, consider exploring other features in Automations that can be combined with the use of signatures for enhanced communication strategies.

FAQ

Q1: Do all deal owners need to create a signature? A1: Yes, each deal owner must create their signature in their Account Settings to use this feature.

Q2: What happens if the deal owner doesn't have a signature set up? A2: If a signature is not created, the personalization tag will not display anything when the email is sent.

Q3: Can I use more than one personalization tag in the 1:1 email? A3: Yes, you can insert multiple personalization tags in a single email, enhancing the personalized experience for recipients.

Q4: Is the deal owner's signature customizable? A4: Yes, each deal owner can customize their signature in their Account Settings to reflect their personal or professional branding.

Q5: Can I test the email before it goes live? A5: Yes, it's recommended to send a test email to ensure that the signature displays correctly and functions as intended.

Q6: Are there specific plans required to access this feature? A6: This feature is available for users on Plus, Professional, or Enterprise plans, and may require the sales engagement enhanced CRM add-on.

Q7: How often should signatures be updated? A7: Signatures should be reviewed and updated whenever there is a change in contact information or branding to ensure accuracy and professionalism. ```