Templates & Design

Your email signature is often the first (and most frequent) point of contact with customers. In the Templates section, you design the visual appearance of your emails — centrally managed and compliant with your corporate design (CI).

Instead of each employee crafting their own signature in Outlook, you create central templates here that are dynamically populated with data from your user directory.

Create a New Template

Before you start with the visual design, you lay the foundation for your new template. Here you define the intended use and language, which is crucial for later routing.

1. Navigate in the menu to Disclaimer > Templates.
2. Click the + plus icon in the upper right corner.

The editor opens. First configure the basic settings in the upper area:

Settings

• Name: Choose a descriptive internal name (e.g., "Standard Signature Sales - EN").
• Preview Sender: Select a real user from your system here.
  • Why? This way you can immediately see during design how the signature looks with real data (e.g., "John Smith", "+1 555...") instead of just seeing placeholders.
• Type: Choose the intended use:
  • Signature: For the personal closing at the end of the email.
  • Disclaimer: For legal notices (often at the very bottom).
  • Campaign: For temporary marketing banners (e.g., trade show invitations).
• Language: Select the language of the text (e.g., "English").
  • Background: Conbool uses intelligent language logic in routing. If you build a template for "German" and "English" each, the system can later automatically deliver the correct version to the recipient.

Next Steps

Once the basic settings are in place, it's time for the details:

• The Design Editor: Create pixel-perfect layouts via drag & drop and embed images.
• Personalization & Logic: Make your template intelligent with placeholders and the Empty Tag {ET}.