Getting Started: Use the Same Branded Email Template for all Users

Getting Started: Use the Same Branded Email Template for all Users

With 3 quick steps, you can be up and running with Black Pearl Mail. These steps are ideal for a company that wants to use the same branded email template for all their employees.

Step 1 - Customize a Template

Go to the Templates tab in the top navigation. Select the Default Design Template then click Edit. Adjust Layout, customize your Signature, add your logo and/or banner messaging in Branding & Ads, and add, if you use one, a Disclaimer.

Step 2 - Add User Details

Go to the People tab in the top navigation. Click on a person and add details like Job Title, Division, Phone Numbers, Addresses, and Social Media links. If you want, you can also upload a picture for your users. You can also easily manage your user data via a csv file.

Step 3 - Turn on Signatures*

Go to the People tab in the top navigation. At the top right, you can turn on signatures and reply signatures for all users by using the toggle switches. Otherwise, you can select a user and then use the toggle switches to the right to enable signatures for new emails and reply/forwards. 

*Before you turn on signatures for you users, you will want to have the user turn off or remove signatures from their email clients. 

After you turn on signatures in the People tab

  1. New emails sent by those users will have the Default Design template applied. Note: users will not see the signature when drafting their email.
  2. Replied or forwarded emails will have the Reply / Forward Template applied. Note: unless you edited this template, it will remove all branding & images and just provide the user’s signature details.



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