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
- New emails sent by those users will have the Default Design template applied. Note: users will not see the signature when drafting their email.
- 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.