Installing BBB Dynamic Seal for Email Signature · different set of options until you get the right...

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Installing BBB Dynamic Seal for Email

Signature

Updated June 6, 2020

Hurdman, Inc. 1344 W 75 N Phone: 801-292-7673 Centerville, UT 84014 Fax: 801-292-1621 www.hurdman.net Email: [email protected]

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Installing BBB Dynamic Seal for Email Signature

Hurdman, Inc. | 1344 West 75 North, Centerville, UT 84014 Email us at [email protected]

I. INTRODUCTION

This is a guide on how you download and then install the BBB dynamic seal into your email signature. Note

that the code for this type of seal is very modified to work in email and not use Javascript. Also, if the logo

is downloaded by the mail client it will stop being dynamic. Some email systems do that, others do not.

There's nothing that you can do to control that unfortunately.

II. DOWNLOADING THE DYNAMIC SEAL

Here are the steps in downloading the HTML code for email signatures:

Step 1: Go to your dynamic seal download page. For example, http://www.bbb.org/arkansas/dynamic-seal.

Click the link at the bottom of the page and then agree to the “Terms of Use” and fill in your BID.

http://www.bbb.org/arkansas/dynamic-se

http://www.bbb.org/greater-san-francisco/logo-linking

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Step 2: In the options page, choose “Email Signature” option under “Type of Installation” category and select

the most appropriate option that applies to your system for all the other categories especially on the email

type. Once you have chosen the format for you, click the “Save and Download” button.

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Step 3: Copy the generated links or HTML code (depending on the email type you choose) and set it up for

Interface for Email Signatures Created Using Raw HTML

(e.g., Gmail, Yahoo, Hotmail, and AOL)

Step 4: If the output format is not suitable for the system you’re using, you may download again choosing a

different set of options until you get the right combination for you.

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III. INSTALLING THE DYNAMIC SEAL INTO YOUR EMAIL SIGNATURE

Installing the dynamic seal into an email signature can be as simple as adding an image and

linking it to your business review or as complex as creating an html signature with the html code of the

dynamic seal on it. It all depends on the email system being used. For this, we have categorized

the installation process into two: A.) Rich text format which is the usual environment in webmails like GMail,

Windows Live, Yahoo! Mail, AOL and the like and B.) HTML format, an option for most email clients like MS

Outlook and Thunderbird among others.

A. Rich text format

Adding the dynamic seal into an email signature in a rich text format environment is quite easy. You

just need to add the seal as an image from the seal web page using the “Image URL Link” provided in the

download page. Once the dynamic seal logo is displayed, you click on it and link it to the “Business Review

Link” as provided in the download page for webmail. This whole process will be illustrated in the next pages.

The image below is a sample of a seal code generated when the webmail option is chosen.

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The first box contains the “Image Link URL”, the source of the dynamic seal image. This provides the

dynamic seal logo which, if properly linked, will go to the business review of the AB once it is clicked.

The second box contains the “Business Review Link” which should be used as the external link of

the dynamic seal logo. It is useful to add this as this script can help keep track of stats going to your business

reviews.

In the following pages, you will see illustrations and detailed steps on how to set up the dynamic

seal in emails hosted in the web and/or using the rich text format environment.

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1.) GMail

Step 1: Click on the “gear” icon at the top right portion of your webmail and choose “Settings”. Under

the “General” tab, scroll down to the “Signature” section and choose the option for inserting

signature:

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Step 2: Click the “Insert Image” tool.

Step 3: Enter the “Image Link URL” in the generated seal code as the “Web address (URL)” and then click OK.

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Step 4: Click on the image and then the “Link” tool.

Step 5: Choose the “Link to Web address” option and link the dynamic seal logo to the business review by entering the “Business Review Link” generated in the dynamic seal download page. You may also enter an appropriate text to display. Then click OK.

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Step 6: You may add more information and other details that you want to appear in your email

signature.

NOTE: Make sure to click on the “Save Changes” button at the bottom of the Settings page to save your

new signature. Your new signature should now appear whenever you compose a new email

message.

.

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2.) Windows Live, Hotmail and/or Outlook in Web Browser

Step 1: Select “Options” (the gear icon) and then “More mail settings”.

Step 4: Highlight the dynamic seal logo with your mouse. As an alternative, you can press Ctrl-A (in Windows and Linux) or Command-A (Mac) to select it.

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Step 5: Press Ctrl-C (Windows, Linux) or Command-C (Mac).

Step 6: Back at Windows Live Hotmail's signature editor, position the cursor where you want to insert the seal under Personal signature. Then, press Ctrl-V (Windows, Linux) or Command-V (Mac).

departments as they are needed in eBINDr

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Step 7: Link the dynamic seal to your Business Review.

a. Highlight the dynamic seal logo and then click the “Insert Hyperlink” tool.

b. Enter the “Business Review Link” in the box and click OK.

Step 8 (Optional): Add more texts and information that you want included in the email signature.

Step 9: After everything is done, click “Save”.

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3.) Yahoo! Mail

In Yahoo! Mail, adding the dynamic seal logo to your email signature in some non-IE (Internet Explorer)

web browsers is a little tricky. Generally, the following steps outlined below should work when using IE

(Internet Explorer) as your browser. These directions will only work if you have upgraded to the latest Yahoo

Mail formatting/view. If you haven't done so. That will need to be done before anything else.

Step 1: Click on the “gear” icon at the top right portion of your webmail and choose “Mail Options”.

Click on “Signature” and choose “Show a rich text signature”.

Step 2: Open a new tab in your browser; paste the “Image Link URL” in the generated seal code and press enter. You should see the dynamic seal logo. Right click on that image and select “Copy image”.

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Step 3: Go back to your webmail signature settings. Position the mouse cursor inside the box

intended for email signatures, right click and then select “Paste”.

Step 4: Highlight the dynamic seal image (A), click on the “Web Link” tool (B), enter the “Image Link URL” in the generated seal code as the URL for the link to point to (C) and then click OK.

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Step 5: You may add more information and other details that you want to appear in your email

signature. NOTE: Make sure to click on the “Save” button at the upper right hand corner of the

Signature section to save your new signature. Your new signature should now

appear whenever you compose a new email message.

If the general steps outlined above did not work for you, please try using a different web

browser. If it still doesn’t work in the test using different web browsers, send us an email that

contains screenshots of what you are seeing and the browsers (and browser versions) you used

in testing these dynamic seal signature installation steps.

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4.) AOL Mail or AIM Mail

Step 1: In your AOL Mail interface, go to "Options". Click "Mail Settings" and then, “Compose”.

Step 2: In “Rich Text / HTML” section, check “Use Rich Text/HTML Editing” and select “Use Signature”

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Step 3: In a separate browser window, open the web page containing your dynamic seal. Use the “Image Link URL” provided in the dynamic seal code download page.

Step 4: Highlight the dynamic seal logo with your mouse. You may also use Ctrl-A (in Windows and Linux) or Command-A (Mac) to select it.

Step 5: Press Ctrl-C (Windows, Linux) or Command-C (Mac).

Step 6: Go back to AOL. Inside the signature box, position the cursor where you want to insert the seal and then press Ctrl-V (Windows, Linux) or Command-V (Mac).

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Step 7: Link the dynamic seal to your Business Review. Note that this step may not work in a non-IE browser.

If you are using a non-IE browser and Step 7a does not work, please try Step 7b.

a. Highlight the dynamic seal logo and then click the “Link” tool.

b. Position the cursor anywhere inside the signature box where you want to put the link

and Click the “Link” tool. Put in the “Text for the link” box any wording you want to

use.

Step 8: Choose “Web Site” as the “Link To:” option and enter in the appropriate box the “Business Review Link” provided in the dynamic seal download page. Click OK.

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Step 9 (Optional): Add formatted text and information above or below the dynamic seal (and your Business Review link).

Step 10: Scroll down and click the "Save Settings" button.

To view how your new email signature looks, open a new email form. If you want anything

changed in your signature, just follow the entire steps again.

B. Email Signature in HTML for Email Clients

When installing an email signature in an email client, there is an option to attach the

signature from a file. Here are the steps to follow if you want to proceed with that option.

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Step 1: Open a text editor (Notepad, if you're on Windows).

Step 2: Paste your signature including the dynamic seal code in the text editor. Note that the dynamic

seal code to be used in this case is the one produced when you choose the “Email Clients” option in

the dynamic seal download page.

The image below shows a sample code generated when the Email Client option is chosen:

Step 3: Save the file as signature.html anywhere you wish. You can then upload this file in your email client.

NOTE: Most email clients allow users to just add HTML codes directly into the interface so it may not be necessary to follow the steps outlined above.

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1. Thunderbird

Step 1: Click 'Tools' and then 'Account Settings'.

Step 2: If using multiple email accounts, select the account you wish to add the signature to from the left pane.

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Step 3: Make sure 'Use HTML' is checked and then copy and paste the code downloaded from the dynamic

seal page into the “Signature Text” box. You may need to add your own manual breaks on other

information, such as your name and phone number, which you can do using the code <br />

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Step 4 (Optional): You can also use the “Attach the signature from a file instead” option if you have

your signature in an HTML file. The instruction to do this option is outlined in the first part of this

“Email Client” section. (See page 18.)

Step 5: When done, press OK to save your changes.

2. Windows Outlook 2020

Step 1: In the Outlook menu, select “File” and then “Options”.

Step 2: Go to the “Mail” tab and click “Signatures...”.

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Step 3: Under “Email Signature” tab, click “New” to create a new signature.

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Type in a name for the signature:

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Step 4: Close Outlook and locate the Signatures folder.

For Windows 10 users, the folder can be found in this directory format:

C:\Users\alexm\AppData\Roaming\Microsoft\Signatures

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OR

Hit +R in your keyboard and copy/paste this file directory to locate the folder:

%userprofile%\AppData\Roaming\Microsoft\Signatures

Step 5: Open seal signature.htm via Notepad or any text editor.

Step 6: Copy the HTML code of the dynamic seal that you downloaded, scroll down to the bottom most part of the file and paste the code as shown, then Save the file.

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Step 7: Re-open Outlook 2020 to use the signature:

NOTE: If your system was not covered in this help file and / or the general steps do not work for you,

please send us an email so we can look into it and add the appropriate steps to this help file. Please

include in your email the following information, whichever is applicable.

a.) email provider used

b.) email settings for signature (either HTML or raw text file)

c.) the browser and browser version used in creating the dynamic seal signature and/or sending

the email with a dynamic seal signature

d.) screenshots of what you are seeing

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3. Apple Mail

Watch video tutorial https://www.youtube.com/watch?v=x3RhIAxIslY

a) Go to Apple Mail > Preferences… > Signatures and click the + button at the bottom of the

second column (your signatures list).

https://www.youtube.com/watch?v=x3RhIAxIslY

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b) Give your new signature a title and leave it at that (you don’t need to enter any text in the third (content) column, as you’ll be replacing this content later). Drag the signature (from the second column) on top of the email account you would like it to be associated with.

c) Quit Mail.

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d) Open the Signatures folder. The quickest way of doing this is go to go your Finder and in the top menu bar click Go > Go to Folder… and enter “~/Library/Mail/” (excluding the quote marks). Now, you might see a few folders here. Select the latest “V” folder. For example if you see V2, V3 and V4 folders, open V4. Now open MailData > Signatures

e) Paste the HTML Signature. In the Signatures folder (if you’ve got a lot of files in this folder, view the folder as a list and order by the Date Modified column) locate the newest file that ends with .mailsignature and will have a load of letters and numbers as the file name. Right-Click or CTRL-Click on the signature and choose Open With > TextEdit.

f) Delete all text starting from <body

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g) Open your new HTML Signature file (that your designer/developer provided) in TextEdit and paste into position in the previous file you’ve just opened and replace the highlighted text above with the dynamic seal HTML code you downloaded. Save, but do not close the file.

h) Lock the file.

i) Go back to your Finder, highlight the .mailsignature file and select File > Get Info and check the “Locked” checkbox.

j) Open Apple Mail and create a new email (File > New Message). Select your new email signature from the Signatures dropdown

k) Default Signature. If you would like this to be your default signature go to File > Preferences… > Signatures. Select your email account in the first column from the Choose Signature dropdown, select your new signature.

l) My new signature doesn’t show. Make sure you checked the Locked checkbox in Step 5, otherwise Apple will overwrite that file.

m) For more info follow the video tutorial below.



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