Quick Start - Create Your Program from a Template

The quickest way to get started is to use the “Create Program from Template” option. This will provide you with the following:

• a pre-configured user data entry form / database setup with variables
• generic HTML email signature code
• generic plain-text code
• the necessary “styles” file
• pre-configured vCard mapping

These are the building blocks of an email signature program. All of them are then editable, as needed, but this quick-start process gets you 75% done with just a few clicks!

Here’s the process:

• navigate to your “Account Details” page
• click the three-dot menu opener
• select “Create Program from Template”

• give your new program a name
• select the best beginning template, usually based pn the orientation of your company’s logo
• click “Run Action”

Here’s what the templates look like (before you’ve done any editing to them):

Here’s what the user-facing form looks like (before you’ve done any editing to it):

You’ll then be able to edit the form as needed to add or remove fields, create and attach your location(s), and also edit the HTML template to dial-in your signature program.