Last updated September 21, 2026
JourneyFuse adds a signature to supported client emails. Your personal signature takes priority; otherwise, the agency default is used. These are alternative signatures, not two signatures stacked together.
Open the account menu at the bottom left, choose Settings, then open Profile. Find Personal Email Signature below Email Sender Name. Your signature typically includes your name, title, phone number, and agency details.
The personal signature belongs to your advisor profile in the current workspace. Choose Use agency signature to inherit the shared template, or Use custom signature to supply your own. Use Save to apply this choice.
Tip: In custom mode, use Paste HTML for a signature from another tool, or Visual editor to edit it directly. Inspect the preview before saving.
Rather than typing your details in by hand, click Insert field above the editor to drop in a placeholder that fills itself in on every email you send. Each one is written as {{field_name}}, and the live preview below the editor shows exactly what it resolves to for you.
| Field | What it fills |
|---|---|
{{agent_name}} | Your name |
{{agent_first_name}} | Your first name |
{{agent_title}} | Your title |
{{agent_email}} | Your client-facing email address |
{{agent_phone}} | Your client-facing phone number |
{{agency_name}} | Your agency (or brand) name |
{{website}} | Your agency website |
{{agent_email}} and {{agent_phone}} prefer Contact details clients see on your profile. If those are blank, the signature fields fall back to your login email and user-profile phone. This is different from the agency fallback used for blank contact fields on client documents. Check the actual signature preview rather than assuming the two fallbacks are the same.
These fields work in both Visual editor and Paste HTML, and the agency template uses the same personal fields. Use them instead of typing one advisor’s details into a template intended for everyone. Check the resolved preview and any links before client use.
Open Settings → Agency & Branding → Branding, then move down to Agency-Wide Default Signature. Owners and admins manage this shared fallback. Working solo? The same card is Default Email Signature on Settings → My Business.
Use Template builder to choose the signature elements, or Paste HTML for a custom design. The personal fields fill in for the advisor sending the message, so one agency template can serve the whole team. Changes on this agency page save automatically.
The preview shows the agency default. Send test to me tests the signature your own emails use, which may be your personal override. It does not prove how a message to an external client will be routed.
Agency owners and admins can set a disclosure or legal disclaimer for supported outgoing client emails. Advisors cannot edit or remove the agency disclosure.
To set a disclosure:
The disclosure is separate from signature selection. Using a personal signature does not replace the agency disclosure on supported client emails.
For supported client emails, JourneyFuse uses:
If neither signature is configured, no signature is appended. Before normal client use, arrange a controlled external test with a recipient who expects it. Check the From address, displayed name, reply destination, signature, and links in the received message.
Signatures support rich text formatting. You can also paste raw HTML using the Paste HTML mode. Keep them concise and professional. Common elements to include:
View and manage all client communications — emails, portal messages, and trip conversations — in one place.
Find and file automation emails in Automations → Emails: Family and When filters, folders, and categories you name yourself.
Compose and send emails to clients from your JourneyFuse inbox with rich formatting, images, and thread history.