This YouTube quick-tip (by Tom Pelton) explains how to generate an email signature using mycbdesk.com and add it to Outlook across platforms. The speaker emphasizes TCPA compliance (do not use automated calling/texting or pre-recorded/artificial-voice messages) and then demonstrates step-by-step how to copy a generated signature and install it in Outlook Web, Outlook Desktop (Mac and PC), and Outlook Mobile.
Using automated calling/texting platforms and pre-recorded messages in artificial voices; also contact consumers without permission and failure to check Do-Not-Call lists.
Chapters
We appreciate you being here since this program is optional and discusses best practices for your consideration. If you are thinking of adopting any of them, please make sure to review the requirements in your area region with your broker, branch manager, or manager, including those related to contacting consumers. We do want to highlight the importance of the Telephone Consumer Protection act, better known as tcpa. The general rules are that it's okay to call people if the person recently gave you their phone number, but remember to check the DNC list regularly if they haven't spoken to that person in a while. You will also want to check the DNC list anytime you don't have permission. Automated calling Texting platforms should never be used. Pre recorded messages in artificial voices should never be used. You will be personally liable for any violations of the tcpa. We'll mention the TCPA a few times throughout this presentation. Log in to mycbdesk.com go to the Marketing tab on the left menu. If it's not visible, click the Expand arrow in the upper left corner. Choose Generate Email Signature. Fill in the necessary details. Preview your email signature at the bottom, Click Copy Signature. Let's demonstrate adding the email signature to the web version of Outlook Navigate to outlook via my cbdesk.com Click the settings gear in the upper right corner, then select Compose and Reply. Choose to add a new signature. Paste in your email signature and input a name. Hit Save and choose your default Signature settings to confirm the correctness. Return to your mail box and compose a new message. Let's demonstrate adding your signature to the desktop version of Outlook. For Mac, Open the Outlook app from your desktop. Select Outlook from the top navigation bar, then Settings, then Signatures. Click the plus icon. Paste in your signature, give it a name, and save. Select your default signature settings. Confirm the correctness by composing a new message in your mailbox. Let's demonstrate adding your signature to the desktop version of Outlook for PC. Select the new Mail button, find the Include icon on the ribbon, and select Signature, then Signatures. Select New. Give your signature a name and paste it in. Select Save and choose your default signature Settings, then okay. Confirm the correctness by composing a new message in your mailbox. Let's demonstrate adding your signature to Outlook for Mobile. To transfer your email signature to your phone, email it to yourself from your computer, then copy it from the email. Open your Outlook app. Copy the email signature you sent to yourself. Open the settings from the left navigation bar. Select Signatures, Then paste the signature into the text box and save by clicking the check mark. Confirm the correctness by composing a new message in your mailbox.
