Two questions about email - Templates and Signature

Hi, just upgraded from free to standard. In a large organizations, but two of us are test driving at the moment.

I wanted the option to create my own email signature. I understand we are stuck with Monday branding unless we go to Pro. Does this also rule out personal email signatures.

Also wanted ability to make email templates. That option is no longer present. Does that require Pro as well? Thank you.

Hey @dacker ~ Welcome to the Community! :wave:

If you are referring to the Gmail Integration and the Emails & Activities App, then you can indeed add signatures to your emails!

There shouldn’t be a limit to the Pro Plan for this ability, so to the best of my knowledge you should be able to add this on the Standard Plan.

If you are having issues with this at all, please contact support@monday.com and our Support Team would be happy to troubleshoot with you :slight_smile:

In the meantime, you can find signature instructions for both features below:

As for templates, the Outlook Integration and Gmail Integration are effectively already “templates” as they send out the same message to the appropriate person/email based on a specific trigger:

For the Emails and Activities app, you can find instructions to create templates on it here:

I hope this helps! Remember to mark as solved if this answers your question :slight_smile:

Cheers,
Jenna

Jenna,

There was no ability to do an email signature nor to do an email template until I upgraded to Pro. Now I can do it but it costs me. If you are sure I can get these features on Standard please join me on a zoom and we can do it together.

Debbie

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