How to setup filters for email signature and email campaigns

Adding filters to email signature or an email campaign allows you manage that different users in the organization will get different email signature.

Filter options

Filters can be setup based on choices made by the user in the user profile or based on the information from your company Active Directory (AD), for example:

• Email domain
• User profile 
  • Country
  • Department
  • Language

• Active Directory (claims)
  • AD user group
  • Email
  • Country
  • Department

NOTE: filters based on Active Directory can not be changed by the user

Managing signatures using filters

The primary filter option is email domain. An email domain must be set for all email signatures. 

Filter logic

Who will get what signature? When multiple email signatures have been setup it is important to know the logic of the filter options.

A user will get the first active email signature on the list where:

• User email domain matches the email "valid for" domain.
•  The users credentials matches the filter that has been setup. 

On the image below you see multiple signatures. All in this example are valid for the same email domain. So whoever matches the first signature on the list will get this. In this case the BDR team has a different email signature

By clicking on the email signature it is possible to see what filters that have been setup

• In this case the "valid domain" has been set to templafy.com (1)
• A claim based filter has been setup to filter on specific email signatures (2)
• A list of email signatures has been added (3)

All on this list will get this email signature.

Another email signature on the list has only one valid domain and no filters. If this signature was on top of the list - all users that comes from this domain will get this - regardless of what ever emails there is below where a specific filter has been setup.

IMPORTANT: email signatures that have filters setup must be higher on the list than "general" signatures that applies to all in an organization

Change the order of the signatures by clicking "Reorder"

Reorder signatures

Use the arrows to reorder the signatures

Click the red check mark when done reordering

Click on the X to cancel

How to add filters

Choose the email you want to apply a filter to and click "Edit".

Click "Add new filter"

Select what you what to filter on e.g. a claim or an Active Directory Group

In the screen shot below Active Directory Group is chosen - select a group that the email should apply to.

It is possible to add more filters, which will be combined. For example, if the signature should be only for the Legal department at the London office, there should be one filter for each.

The email will apply to any user that is part of any filter that is setup.

Remember to click save. 

Read more about this functionality in the following article: https://support.templafy.com/hc/en-us/articles/360000566905-Configuring-Active-Directory-Groups-for-Email-signature