This article explains 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.
Prerequisites
|
Creating Signatures Using Signature Designer
Step 1 - Select Signature Template
- Navigate to the Email signatures 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.
NoteSignatures can also be created using HTML by selecting the Create in HTML from scratch option. |
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.
Note
|
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.
NoteOnly Web Safe CSS fonts are available within the dropdown to avoid inconsistencies within the font style of emails. |
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.
NoteThe signature will automatically be set to inactive once the validity period is over. |
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.
NoteIn the Email Signature Settings pane, you can set the time zone that will apply for the validity period.
|
Creating Campaigns Using Campaign Designer
Step 1 - Select Campaign Template
- Navigate to the Email signatures 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.
NoteCampaigns can also be created using HTML by selecting the Create in HTML from scratch option. |
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 and Alt text fields.
- Customize the spacing before, after, and between banners (if using more than 1 image).
NoteStatic images uploaded within the Campaign designer cannot exceed 1MB. |
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.
NoteThe signature will automatically be set to inactive once the validity period is over. |
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 signatures section of the Admin Center.
- Click on Tag Lines or Disclaimers.
- Click on the Create button.
- Fill out the information the required information:
- 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.
- Make the desired edits in the HTML editor.
- Once done, click Finish and then Close 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 preferences:
- Signature Priority.
- Target users/groups and domains.
- The campaign can now be activated.
Comments
Article is closed for comments.