Portal for Support Agents

How to set email signatures for groups

Email signature settings assigned to a group of users will overwrite the company default setting (which you set in Signature menu). You can assign settings using rules or via group membership in Active Directory and Google Directory.

We suggest rules/groups for larger companies because, for smaller companies, it is just simpler to assign company-wide email signatures and then apply unique email signatures for a few individuals when necessary.


IT Pro: Segment using group membership

This method requires knowledge of your IT infrastructure, so if you are not from IT, please read the next section which you can set up without any technical knowledge.

IT Pro: How to read groups from Google Directory.


Segment using field content 

For users whose employee data matches a rule condition, for example for employees located in department = Marketing, they will get the email signature settings defined in that rule.

In Preferences menu (click on the drop-down menu below your name or click the big gear wheel):

You can Create, Delete and Edit rules.
You can move (drag & drop) rule priority (Top-down).
When an employee is found in a rule (top-down priority), those settings will apply.  

To create a new rule, click the ‘+’ button, build the rule definition and use 'Test' to validate:


Example #1 - Assign signatures to a department

Email signatures are assigned to employees in the Marketing department.


Example #2 - Assign signatures based on tel. number

Email signatures are assigned to employees with '27' in their mobile number.


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