A considered rollout
Email signature rollout checklist
From brand decisions to a real-message pilot, make sure the essentials are covered before your team starts sending.
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List desktop, web and mobile clients. Check the installation guide for each client before selecting a rollout method.
Compare platform optionsConfirm logos, colours, names, job titles, phone formats and disclaimer wording. Have legal wording reviewed where necessary.
Explore templatesDecide who designs, who approves and who manages directory connections. Start with a small pilot group.
Review workspace featuresSend real test messages from each supported client. Check images, links, replies, forwarded messages and mobile rendering.
Open the signature builderUse the relevant client installation guide. Directory import and approval rules do not automatically stamp outgoing email; mail-server stamping is not currently available.
Read installation guidesTest tracked links and banner dates. Assign someone to maintain contact details and review signatures after brand changes.
Explore campaigns and add-ons