Documentation

Custom templates

Template language

When writing your own custom templates you can place user data into your HTML via Template Variables using the following {{variable}} notation.

If a Template Variable is not specified in your template, the associated input field will not appear to your users when they're editing the email signature.

Currently custom templates supports the following variables:

Full Name
User's full name
{{name}}
Job
User's job tile or role
{{job}}
Department
User's department
{{department}}
Email
User's email address
{{email}}
Phone Number
User's phone number
{{phone}}
_Phone Number
User's phone number without spaces
{{_phone}}
Mobile Number
User's mobile phone number
{{mobile}}
_Mobile Number
User's mobile phone number without spaces
{{_mobile}}
Avatar
User's uploaded profile image URL
{{avatar}}

Variables without spaces

You may have noticed that versions of the phone numbers are available without spaces via Template Variables with an underscore prefix eg. {{_mobile}}

These are intended to be used in association with links to ensure that a phone call to the correct number is triggered when a user clicks on it.

Embed a profile image

Paid Feature

To embed the user's uploaded profile image into your email signature you'll need to use a snippet of code similar to this:

Important Please ensure your img element has a class of avatar. This will ensure that the preview profile image renders correctly for users that select to crop the upload into a circle.

Note If the user does not decide to upload an image, the {{avatar}} tag will default to rendering the URL of a transparent 1x1 gif.

To utilize profile images in your custom templates you will need to be on a Basic plan or higher. More information on our plans can be found on the pricing page.

Conditional Logic

New

You can now show specific HTML in your custom templates based on whether or not a Template Variable value exists. This is achieved by adding a sh:if="variable" attribute to a HTML element:

You may also use a negation operator (sh:if="!variable") to specify any HTML elements that should be rendered if the associated Template Variable value is empty.

Testing custom templates

It is imperative that you test your custom templates thoroughly. Coding for email is notoriously tedious with its HTML tables and inline CSS. Rendering issues are also common so we suggest using a tool such as Litmus to ensure your signature renders as desired across all the major email clients.

Seasonal Calls to Action

Updating your Call to Action Image

We offer the ability to dynamically update your signature's call to action image without the need for your users to re-install their signature.

Warning This feature does not work with signatures installed to Microsoft Outlook and Windows 10 Mail. This is due to how these clients store and embed your signature's images. You'll need to re-install your signature to see the updated Call to Action image with these two clients.

Take the following signature for example and say you wanted to update the "Doggy Food Sale" call to action banner:

Screenshot of siganture with dog food sale call to action image
  1. From your Dashboard click the Assets link to visit the asset library.
  2. Locate the image you would like to replace and click the Replace Image link in the bottom left corner of the tile. Screenshot of image in assets library
  3. Upload your replacement call to action image and click the Replace button.

    Important Your replacement image should be the same dimensions of your existing image. Replacing the image with one of different dimensions will cause it to stretch to fit the original image's size.

    If you need to add a call to action image with different dimensions then we recommend you remove the existing image from the signature, upload your new image and have your users re-install the signature.

    Screenshot of replacement call to action image being uploaded
  4. Now when your users go to send an email they should see the replacement image in their signature.

    Important Email clients and browsers implement asset caching so please allow up to 24 hours for your image to update across your installed signatures.
    Screenshot of siganture with Christmas sale call to action image

You can also dynamically update where users are directed to when they click on a call to action banner without the need for your users to re-install their signature.

Simply update the existing Call to Action Link in your signature editor and click Update Share Link in the Share dropdown to publish the change.

Troubleshooting

I've updated my Call to Action Link but when I click my user's call to action image nothing happens.

If your Call to Action Link was empty when it was first installed by a user then there will be no link attached to their call to action image.

They'll need to re-install their signature to solve the problem.

I've updated my Call to Action Link but when I click my user's call to action image it redirects me to the old link.

You must publish your new Call to Action Link by clicking Share and then Update Share Link for this change to fully take affect.

Installing Your Signature

Choose your email client

It's important that when you are installing your signature you select your email client. Selecting your desired client allows us to perform some behind the scenes alterations to your signature's code that are specific to that email client. This will help guarantee your signature renders without any issues.

For example Spark (MacOS) will introduce extended margins if you were to copy and paste the signature as it is.

Screenshot of increased padding on Spark MacOS
What if my email client isn't listed?

Let us know if your email client is missing from our database and we'll test it's compatibility with Signature Hound and add instructions as soon as we can.

In the meantime we provide the ability for you to copy your signature to your clipboard (as well as copy the HTML and download the HTML file). With these tools you should be able to install your signature to any email client that supports HTML email signatures.

White Label Branding

Uploading your logo

Paid Feature

Users on the Studio plan have the ability to replace the Signature Hound logo with their own when sharing signature ie. the top left corner of the edit signature screen and in any emails sent via the platform when sharing via email or CSV.

Preview of White Label Branding on Signature Hound

To setup White Label Branding upgrade to the Studio plan. Once you've done this a placeholder logo will appear in the bottom of the edit signature sidebar. Clicking this will open a popup that allows you to upload your logo.

Screenshot of White Label Branding option on Signature Hound

Note Your logo will be cropped into a small circle so use an image that works best in this scenario eg. your Instagram or Facebook profile picture.

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