Introduction
Creating custom email subjects and bodies in BoloSign enhances communication and adds a personal touch to your digital signature requests. Follow these SEO-friendly steps to set up custom emails in BoloSign.
Personalized Email Communication with BoloSign
1. Click on Create Template
2. Click on Add Sample Pdf
3. Click on Sample
4. Click on Enter Role
5. Click on Role and Assign roles like "Manager", " Product Manager" and " Client".
6. Click on Confirm
7. Click on Signature
8. Drag the Signature field as required for each role.
9. Change the role to "Product Manager" and add associated fields.
10. Add Signature field.
11. Change the role to "Client" and add associated fields.
12. Drag and place the fields as per requirement.
13. Add other contact fields like "First Name".
14. Drag and place the "Company" fields as per requirement.
15. All the fields are set.
16. Once the document is ready, click on Save.
17. Enter the email address and their name.
18. Add the Company name "BoloSign"
19. To use the custom email option, type "@".
20. All the options will appear - "Signer Name, "Signer Email". "First Name" and "Company". Click on Signer Name
21. Type Hi @
22. Click on First Name
23. Add Company field by typing "@".
24. Click on Preview to see how the email will look.
25. Review the preview of the email.
26. Click on Send
27. Click on Send Via Email
28. Confirm it was Successfully Sent.
FAQs
How can I create a custom email in BoloSign?
Start by creating a template, adding roles, and customizing the email subject and body using dynamic fields like "Signer Name" and "Signer Email".Can I preview the custom email before sending?
Yes, you can preview the email by clicking on the Preview button to see how it will look before sending.What dynamic fields are available for custom emails?
BoloSign offers dynamic fields such as "Signer Name" and "Signer Email" to personalize your email content.Is it possible to add multiple roles in a document?
Yes, you can assign multiple roles such as "Manager", "Client 1", and "Client 2" within a single document.How do I ensure the email looks professional?
Customize the email subject and body carefully, use dynamic fields, and preview the email before sending to ensure it looks professional and accurate.
Conclusion
Creating custom email subjects and bodies in BoloSign is a straightforward process that enhances your digital signature workflow. By following these steps, you can personalize your email communications, making them more engaging and professional. BoloSign's user-friendly interface and robust features make it easy to manage digital signatures and improve overall productivity.