How do I manage signature settings in Whippy?

Use Signatures settings to create, edit, search, and set default message signatures in Whippy.

Before you start

• Confirm you have permission to manage signatures.

• Prepare the signature name and signature body before creating a new signature.

• Decide whether the signature should be a default signature or tied to a specific channel where that option is available.

Steps

1. Open Settings > Signatures.

2. Click Add signature to create a new signature.

3. Enter the signature name and signature body.

4. Select a channel if the signature should be tied to a channel and that field is shown.

5. Choose whether the signature should be the default when that option is available.

6. Save the signature.

7. Use Search signatures to find existing signatures.

8. Use row actions to edit, delete, set as default, or clear default for an existing signature.

Tips

• Keep signature bodies concise.

• Use channel-specific signatures when different senders need different wording.

• Set one clear default so users do not need to choose repeatedly.

• Review signatures when brand, compliance, or contact details change.

Troubleshooting

• If no signatures appear, clear Search signatures and add a new signature if the list is empty.

• If you cannot set a default signature, retry the row action and ask an admin if the action is blocked.

• If a signature does not appear when sending, review its channel and default status.