Getting Started with Karbon
You will want to update the following 4 items when first starting out in Karbon. You can find this all under your Name at the bottom-left corner of Karbon.
1. Instructions on how to update your Email Signature
- Log into Karbon
- Click on your name at the bottom-left corner.
- Email Signature --> 'Edit'
- Copy and Paste from Email Signature Guru Card Attachment;
- Attachment: Employee Email Signature - Outlook
- First & Last Name
- Title
- Phone number
- Email
- 'Save'
- Check-off the box, "Append signatures to replies as well as new emails from Karbon"
- Done! 🙌
2. Email Settings
Be sure "Auto Share email from Contacts" is turned ON
- select 'edit' under the profile section within your name (see below)
- At bottom of page - make sure box is checked then click 'Save' (see below)
3. Profile Picture
Add a profile picture at the top of your profile! Be sure that the rest of the details (Mobile #, Title, Hours Capacity) are updated as well.
4. Signup for the Karbon Live Kickstart Training!
First-time user of Karbon? You can get a kickstart on how to use the basic features of Karbon via this live training. Sign up here: https://karbonhq.com/live-training/kickstart/
Common issues
- Q) My Email Signature is not there when replying back, why?
- A) Need to check the box within the Email Settings
- Q) When copy and pasting the file into the Karbon Email Signature, it is coming in as plain text and not formatted right. What am I doing wrong?
- A) You need to download the Guru Email Signature file and open it as a Word Document. Do not copy and paste via the PDF.
What's next?!
I would suggest to read up on the following Guru Cards to learn more about how to use Karbon!