Customize Email Signature

Occasion gives you the ability to include a standard email signature in all your emails going to your customers.


Why use Email Signature?

The email signature is included in every email sent to the customer.

  1. Makes you look professional
  2. It is a great way to provide customers information on how to reach you - phone and email - for customer service.
  3. You can provide personal touch by adding a custom messages in your signature.

Example of an Email Signature


What's included in an Email Signature?

Every email signature contains two pieces of information:

  1. Customer Service Information: This is the phone number or email address where customer can reach you when they need help.
  2. Custom Message: This is a great way to highlight your friendly brand to your customers. Some good examples of a custom message are:
    1. "We are here to help, don't hesitate reaching out."
    2. "You will find us smiling when you call us or ask for help"

Setting your "Custom Message" in your Email Signature:

  1. Go to Settings > Account details
  2. On the left panel of the screen, select "Business Information"
  3. You can add a custom message.
  4. Make sure to save changes (top-right corner) of the page.

Adding your "Customer Service Information" in your Email Signature:

There are two ways to do this:

  1. Account-level setting: If your customer service is handled at one phone number and email - this is the way to go.
    1. Go to Settings > Account settings
    2. On the left panel of the screen, select "Business Information"
    3. You can add an email and phone number.
    4. Make sure to save changes (top-right corner) of the page.
  2. Location-level setting: If each of your locations has a unique email and phone number, choose this option instead.
    1. Go to Settings > Account Settings
    2. On the left panel of the screen, select "Business Location"
    3. Click "Edit Venue" and uncheck the box "This venue uses the same customer service information as the main account"
    4. You will now see a place to enter location-specific phone number and email which will be included in the email signature.


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