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Hi, what are the guidelines for customising email signatures to be more on brand and match that of our main email system, or ideally, will Dentally ever integrate with Office 365.for example as a mail relay so it's all handled in one place?

I am keen to tailor the messaging and offers on the patient Comms as we send most of this out through Dentally to existing patients.

 

Thanks 

Hey Harry,

 

The best way to customise your email signatures would be to create custom email templates that include your signature. Here’s how:

1. Go to Settings, then click on Templates.

2. Select the Emails tab and click on ‘New Template’ or edit an existing one.

3. In the template body, add your signature text. If you have an HTML/CSS version of your email signature (like one designed by a designer or generated by a tool), you can paste that code directly into the HTML part of the editor. Dentally’s email editor supports CSS, so you can use it to style your signature as needed.

4. Adding Images: To include an image in your email template (like your practice logo), you’ll need to use HTML code. Unfortunately, there isn’t a built-in feature for directly inserting images. You may need help from someone who can write HTML code to set up how the images display and their position within the email.

5. If your signature is simpler and doesn’t need images, you can use the formatting options in the editor.

6. Save the template, and your signature will be included whenever you use it for patient communications.

 

We know this isn’t the most streamlined approach, so I’ll be passing your feedback along to our Product team. Specifically, I’ll suggest adding an option for a single email signature that applies to all outgoing emails, including system-generated ones, as well as making it easier to insert images without HTML.

 

Regarding the Microsoft 365 integration, currently, there’s no direct integration with Office 365 for email handling, so email management must be done within Dentally itself. However, I also share your interest in this integration with the team as something to consider in the future.

 

If you have more ideas or want to share details about how these features would benefit your practice, feel free to add them here!


Ok thanks.

 

We will do what we can,  but we use a system on our Office 365 email accounts that automatically rotates our banners and offers, it would be great for consistency to have it all via one platform, rather than having to do it manually in Dentally. A little bit like the Microsoft SSO you have provided for login, this would be a great addition.

 

Thanks


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