How to Assign Email Signatures by Groups, Folders, and Fields

Email signatures (New/Reply/Optional) assigned to a group of users will overwrite the company default setting (configured in the Signatures menu). You can assign signatures to a group via group membership in Active Directory or Google Directory using folders and field content.

We recommend using rules/groups for larger companies. For smaller teams, assigning company-wide signatures and only configuring individual signatures when needed is easier.

IT Pro: Segment Using Group Membership

This method requires knowledge of your IT infrastructure. If you're not from IT, skip to the next section for a more straightforward setup.

Read groups from Active Directory (Azure & On-Prem)
Read groups from the Google Directory

To assign signatures to multiple groups, use a semicolon-separated list with no spaces.

Example:

"Services";"TEAM FLY";"Release Manager"

Group example

Segment Using Folders

Create a folder under EMPLOYEES, add users, and define a rule.

Segment Using Field Content

If a user's employee data matches a rule condition (e.g., department = Marketing), the user will receive the corresponding signature.

Go to the Preferences menu (click your name or the gear icon) to manage these rules:

Preferences Menu

You can createdelete, and edit rules. Drag and drop rules to change their priority (top-down). The topmost matching rule is applied.

Rule Management

To create a new rule, click the ‘+’ button, define the rule, and use ‘Test’ to validate it:

Create Rule

Rule Result

Example #1 – Assign to a Department

Assign signatures to employees in the Marketing department.

Example #2 – Assign by Phone Number

Assign signatures to employees with ‘27’ in their mobile number.

Example #3 – Assign Using Checkbox Field

Assign signatures to users with ‘Show cell number’ checked (e.g., Alexander Beck).

Use the 'equal' filter and manually enter the value True.

To filter users who don’t have the box checked, use the 'not equal' filter and type True.


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