To let employees manage fields in their signatures on their own, thus create the dynamic content based on the employees’ selection, the Xink admin should make some steps.



 

First mark the necessary fields as 'Editable by the employee' in the Fields settings - Preferences/Fields - in the Xink account:

 

  1. Open Preferences in the top right corner of the window:

     

     

  2. Click Fields in the top menu:

     

     

  3. Edit the field and check it as 'Editable by the employee':

     

     

 

The marked fields will appear in employees' 'My Contact Details' form in the Xink app in tray. Here the employees can adjust their fields' values themselves and check their individual results after updating the sig in their emails.

 

 

But before giving such access to the employees, the admin should make little coding to avoid blank fields or on the contrary some redundant items in the signature, which can remain after employees changes in 'My Contact Details'.

 

That is the second step, which admin should do and examples below we hope will help to understand more clear of how it works:

 

This is the original signature without any individual changes from the employees' side:

 

 

  1. No Photo

    If the employee doesn't want to have her photo on the signature, she just 'Clear' it in her Contact Details in the Xink app in tray and save.

     

               

     

    After update she will get the signature with RED X in Outlook:

     

     

    To avoid this, the coding should prepare the signature for such changes from employees.

     

    The Photo field should be wrapped into the {$$NULL( )$$VALUE( )$$} statement, which suppose that in case the employee has no photo it won't be rendered in her signature at all.

     

    {$$NULL( )$$VALUE( )$$}


     

    FYI the article "How to leave out blank fields in email signatures (NULL statement)".

     

    Apply the condition and check one more time. No Photo in employees record - no red 'X's and photo in the signature due to the NULL statement set by your Xink administrator.

     

     

     

  2. No Cell Number

    If the employee doesn't want to show her cell number in her email, she just unmark 'Show cell number' in her Contact Details in the Xink app in tray and save while Xink admin is setting the condition for this field.

     

     

    The statement {$$CASE(Cello)$$WHEN(False)$$THEN()$$ELSE(cell: ((Mobile)) )$$} says that when 'Show cell number' field is empty/unchecked (False), then the value from THEN is put on its place and it is empty, else if the 'Show cell number' field is checked (True) - the value from the ELSE will be substituted. 

    {$$CASE(Cello)$$WHEN(False)$$THEN()$$ELSE(cell: ((Mobile)) )$$} 

     

     

    Now checking the result in Outlook and see that the coding has substituted the value from Then quotes, because the cell number was unchecked by the employee. That is correct.

     

     

     

  3. No Phone Number

    If the employee doesn't want her phone number displaying in her signature, she should also uncheck 'Show phone number' in the Xink app in tray and save.

     

     

    The admin adds the condition operator {$$CASE(showphone)$$WHEN(False)$$THEN()$$ELSE(tel ((Phone))  | )$$} to the sig including all the styling and also the grey stick. So when 'Show phone number' is blank/unchecked (False), then the value from THEN quotes is taken and it is blank, else the 'Show phone number' is check (True) the value from ELSE quotes is substituted.

     

    FYI the article about CASE statement.  

     {$$CASE(showphone)$$WHEN(False)$$THEN()$$ELSE(tel ((Phone))  | )$$} 

     

     

    Let's check it in Outlook.

     

     

     

  4. Choosing the banner from the drop-down list

    Employee also can select the values from the drop-down list, for instance the banners for her own signature. But first the administrator should insert the next condition to the signature to make the banners display correctly as employee wishes.

     

    We use the CASE statement again.   

    {$$CASE(Banner)$$WHEN(Integration API promotion)$$THEN(Integration API promo)$$WHEN(eBook promotion)$$THEN(eBook promo)$$ELSE()$$}

     

     

    So when the employee chooses 'Integration API promotion' value, then Integration API promo banner will render in her signature; when she selects 'eBook promotion' value from the drop-down list, then eBook promo banner displays, if nothing is chosen the ELSE value applied and it is empty in our case, so no banner will be placed under the signature.

     

     

    The employee chose the 'Integration API promotion' from the drop-down list 'Show this banner' in the Xink app in tray and saved.

     

    After updating the Integration API promo banner displays in Outlook.

     

     

    The employee selected the 'eBook promotion' from the drop-down list 'Show this banner' in the Xink app in tray and saved.

     

    After updating eBook promo banner displays in Outlook.

     

     

  5. No LinkedIn icon

    We see on the pic that admin let the employee manage her LinkedIn info as a string and check types. So we'll consider both versions in different conditions.

     

     

     

    If employee doesn't want her LinkedIn icon to be rendered in her signature and wants to uncheck 'Show LinkedIn icon', the admin can insert the next case statement to the signature
    {$$CASE(bja)$$WHEN(False)$$THEN()$$ELSE( )$$} and the icon won't be visible at all.  

    {$$CASE(bja)$$WHEN(False)$$THEN()$$ELSE( )$$}

     

     

     

     

    If the employee just clears the value in the 'My LinkedIn link', there is needed another condition, because in this way employee clears only the link, but the icon remains in the signature and renders there without URL. Admin will gonna use NULL statement {$$NULL(LIL)$$VALUE(LinkedIn )$$}.

     

    So that 'My LinkeIn link' field is blank, the LinkedIn info won't render due to NULL statement. 
     

     

     

    Here is the signature in Outlook. The view after applying both statements is the same - no LinkedIn icon:

     

     

     

More examples 


Q: We would leverage a drop down list that would have a selection of blogs.  
If someone selects Blog A then we would want the associated blog picture added to the signature with a hyperlink going to the particular blog page. 

A: Assume that the blog page is www.company.com/blog1 (blog dropdown name is 'blog') and that the icon associated with this is /img/ab1 (url given by Xink) and another blog ../blog2 and image /ab2.   

{$$CASE(blog)
$$WHEN(www.company.com/blog1)$$THEN(<td><a href=www.company.com/blog1><img src="/img/ab1"></a></td>)
$$WHEN(www.company.com/blog2)$$THEN(<td><a href=www.company.com/blog2><img src="/img/ab2"></a></td>)
$$ELSE(Some default)$$}

  



Q: If someone wanted to add their LinkedIn or Twitter, we would want them to select an option (maybe a checkbox) and then allow them to add in their personal LinkedIn or Twitter information that gets linked to the icons.
 If no item is selected then no icon would appear.


A: There is already a LI field, let''s call it 'Linkedin' and it contains the url.
There is also a checkmark "include my LI profile", this checkmark we call 'chkLI'.   

{$$CASE(chkLI)
$$WHEN(true)$$THEN(<a href=((Linkedin))><img src=inkedinurl></a>)
$$ELSE()$$}

 



Q: Secondary office address. 

We would want users to have the ability to choose a secondary office (some of our partners have multiples office locations) perhaps from a drop down list and then we can have the address populated, but would still need them to enter in their secondary office phone number. 


A: Checkmark called 'chkAddress' with text "Use my second address". You have a field for secondary tel number ((2ndtel)), first tel number is ((Telephone)) .

When checkmark set, the second address will display and the second phone. Else you want the primary . 

{$$CASE(chkAddress)
$$WHEN(true)$$THEN(<b>67000 First Address Drive<br>Beverly Hills, 90210<br>Tel: ((Telephone))</b>)
$$WHEN(false)$$THEN(<b>870 The Strip<br>Las Vegas, 80780<br>Tel: ((2ndtel))</b>)
$$ELSE()$$}