How to create email signature parts?

About this article

This article will explain what is the Email Signature manager, and the four main components that constitute it. You will learn how to create an email signature, a campaign banner, a legal disclaimer, and how to edit their settings. 

Pre-requisites

Create from HTML

Templafy’s Email Signature manager supports multiple designs, campaigns, and disclaimers for different user groups. More specifically you can control 4 parts that compose the entire email signature:

• Signatures
• Tag Lines
• Campaigns
• Disclaimers

Similar to all four parts, follow the steps below:

1. Click one of the next sections: Signatures /Tag Lines / Campaigns / Disclaimers
   
   
   
   
2. Click on the blue Create button:
   
   
   
   
3. Fill out the information on the next page:
   
   
   
   
4. Give the signature that is being set up a name.
   
   
5. From the Message type dropdown, choose whether this email signature part applies to:
   
   • New emails
   • Reply emails
   • New and Reply emails
6. In the valid from/valid to, set a specific time frame that this email signature part is valid from and to. 
7. From the Target Audience dropdown, choose whether this email signature part applies to:
   
   • All messages
   • Internal messages only
   • External messages only
8. When done, click Next and a new page will appear where you can create the HTML.
   
   
9. Once done, click Finish and then Close on the next dialog box that opens.
   
   
   
   
10. You will now be redirected back to the signature part page with the signature part set to inactive and selected. Set target users/groups for the signature part.

Create from template (Campaigns only)

1. Navigate to the Email Signatures tab and select Campaigns.
   
   
   
   
2. After clicking Create select Create from Template.
   
   
   
   
3. Fill out the information the same as you would when creating via HTML. This includes:
   1. Campaign name
   2. Audience
   3. Message type
   4. Valid from/to date
      
      
      
      
4. Select the amount of images to insert into the campaign (1, 2, or 3).
   
   
   
   
5. Upload your image file(s), enter the link for the image(s) to redirect to, as well as Alt text if needed for the image to have a description for accessibility reasons.
   
   
   
   

   Images uploaded with create from template will not be available for other email signature parts. If the image should be changed later on, either create a new campaign or upload the image to data sources and use the DataSource function.

   
   
   
6. Click Close on the dialog box that appears.
   
   
   
   
7. You will now be redirected back to the Campaigns page and the campaign will be selected and set to inactive. Set also your target users/groups for your campaign.

Related articles