How to build and distribute email signature parts

This article describes how to build an email signature from start to finish.

Create the email signature part

There are multiple parts possible to an email signature (tag line, main signature, campaign, and disclaimer). All parts are edited in the same way and the only difference is the order of appearance. To create a part, follow these steps:

1. In the Templafy Admin Center, navigate to the Email signatures tab.
2. Click on the specific component you would like to create.
3. Click on the Create button in the top right corner.
4. Follow the steps to create an email signature part.

Deploying the signature

Target Users and Domains

Firstly, make sure the correct domains for the signature part are enabled as well as your target users/groups are configured. You can do so with the following steps:

1. Select the signature part to deploy.
2. Click on the Domains tab and make sure that the domain in question is under Applied email domains and it is checked off.
   
   
   
   
3. Select the Target users tab and filter to any specific users or groups if needed, they will function as an 'OR' between Users and User groups. Alternatively, filter also by using User Profile fields.

Reorder signatures

Next, reorder the signature part making sure to include the most restrictive ones at the top of the list.

1. When in the correct email signature part, reorder by clicking the top right button Reorder.
2. Drag the email signatures as shown below.
3. Click Confirm.

Verify Signature Part

Next, make sure the signature part is verified. Check all of the important options such as timeframe, audience (internal/external), applied to (new/reply) and any filtering (target users/groups).

Activate Signature Part

When all of this information has been verified, activate the signature part with the following steps:

1. Navigate back to the signature part to activate.
2. Select the signature from the list.
3. Click on Activate on the right-hand side.

Synchronize

Synchronize your signatures in order for the changes to reach the user level.

1. Click on the More options ellipsis in top right and then Settings.
2. Navigate to the Synchronization tab.
3. Click Synchronize now.