About this article
This article will explain Email Signature manager, and the four main components that constitute it. You will learn how to create an email signature, a campaign, a tag line or a legal disclaimer, and how to edit their settings.
- Creating Signatures Using Signature Designer
- Creating Campaigns Using Campaign Designer
- Creating Tag Lines and Disclaimers
Pre-requisites
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Creating Signatures Using Signature Designer
Step 1 - Select Signature Template
- Navigate to the Email Signature section of the Admin Center
- Click on Signatures
- Click on the
Create
button - Provide a name to the signature and select a template
- Click
Next
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Step 2 - Add Signature Content
- Select a field and click the pencil icon
- Fill in the field value by manually typing in the desired binding or static text OR by searching for dynamic tags:
- Click on the magnifying glass icon and use the search to link the field to user profile or data sources information
- Click
Done
- Repeat for all fields that would be part of the signature
- Click
Next
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Step 3 - Add Signature Font
- In the Font dropdown, select the desired web safe font that should be applied
- In the Font size dropdown, select the overall font size
- Small: 8 - 9pt
- Medium: 9 - 10pt
- Large: 10 - 11pt
- In the Font color section, select the desired color or enter the desired HEX code
- Click
Next
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Step 4 - Add Signature Details
- In the Email type dropdown, select which email message the signature should target:
- All emails
- New emails only
- Reply and forward emails only
- In the Recipients dropdown, select who the signature should target:
- All recipients
- External recipients only
- Internal recipients only
- Optionally, provide a validity period for the signature
- Click
Save & Close
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You will now be redirected back to the Signatures page with the new signature set to inactive and selected. Make sure to:
- Set the desired target users and domains
- Reorder the signatures to reflect desired priority
- Activate the signature
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Creating Campaigns Using Campaign Designer
Step 1 - Select Campaign Template
- Navigate to the Email Signature section of the Admin Center
- Click on Campaigns
- Click on the
Create
button - Provide a name to the campaign and select a template
- Click
Next
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Step 2 - Add Imagery and Customize Spacing
- Fill in the
Image
field(s) by manually typing in the desired binding, uploading static image(s), OR by searching for dynamic tags:- Click on the magnifying glass icon and use the search to link the field to user profile or data sources information
- Set the dimensions of the image(s)
- Repeat Step 1 for the
URL
andAlt text
fields - Customize the spacing before, after, and between banners (if using more than 1 image)
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Step 3 - Add Campaign Details
- In the Email type dropdown, select which email message the campaign should target:
- All emails
- New emails only
- Reply and forward emails only
- In the Recipients dropdown, select who the signature should target:
- All recipients
- External recipients only
- Internal recipients only
- Optionally, provide a validity period for the signature
- Click
Save & Close
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You will now be redirected back to the Campaigns page with the new campaign set to inactive and selected. Make sure to:
- Set the desired target users and domains
- Reorder the campaigns to reflect desired priority
- Activate the campaign
Creating Tag Lines and Disclaimers
- Navigate to the Email Signature section of the Admin Center
- Click on Tag Line or Disclaimer
- Click on the
Create
button - Fill out the information the required information:
- Campaign name
- Audience
- Message type
- Valid from/to date
The validity period will be applied following the time zone selected in the settings.
- Click on
Next
- Makes the desired edits in the HTML editor
- Once done, click
Finish
and thenClose
on the next dialog box that opens. - You will now be redirected back to the signature part page with the signature part set to inactive and selected.
- Set the campaign preferences:
- Signature Priority
- Target users/groups and domains
- The campaign can now be activated
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