How to configure your PromoServe email footer

The following helpsheet explains how to setup your PromoServe email footer.

STEP 1

Under 'System Personalization,' select 'Codes and Phrases.'

 

STEP 2

Here, a new email footer can be created. Select the blue + button to add a new entry.

  

STEP 3

Phrase Code = EFT1 (Additonal email footers can be created by incrementing this number by one. E.g EFT2, EFT3 etc)

Phrase Type = GT General Text (This should always be set to GT General Text)

Description = Email Footer 1 (A description for the entry)

Notes / Text = Enter here what you would like to be displayed for the footer (You can add HTML code here to display images, tables and HTML formatted text. You can do this by copying the HTML code directly into the Notes / Text box.)

Once finished, select the blue checkmark to save changes.

 

STEP 4

Close the Codes & Phases screen return to 'Emails' under 'CRM.'

 

STEP 5

Go to 'Accounts' under 'Configuration.' 

 

STEP 6

Select the email account in use and click the blue triangle button to change the settings.

  

Step 7

Select the 'Header & Signature & Footer' tab at the top of the screen.

You will see the recently created email footer displayed at the bottom of the screen. Click just to the left of the footer description (Email Footer 1) to make the email footer active.

Now click the blue disk icon to save changes.

  

Step 8

Once in a new message screen within the PromoServe Email Client, the active footer can be inserted into the email at the position of the cursor by clicking 'Insert Footer'