Enable Signature for Distributed Users (Admin)
Updated
You can allow the Distributed users to include Signatures in their communications. The signature usually includes content that a user would want to incorporate, irrespective of whosoever the mail/message is being sent to. Signatures may consist of details about the users' designation or professional position. They may also include hashtags, website or social profile links, a piece of content that is a relevant part of terms and conditions, etc.
Use Cases
A sales representative includes their designation, company logo, and contact information in their email signature.
Support agents include a link to the company’s FAQ or help center in their email signatures.
Customer service emails include a disclaimer or legal notice as part of the signature.
Benefits
Standardizes signatures across the organization, ensuring that all communications are uniform and aligned with company standards.
Allows for the inclusion of marketing messages, such as promotional links or hashtags, directly in the email signature, increasing marketing reach.
Note: User Signatures can be set up by the user or the admins on three levels.
Default Signature: If not specified explicitly, this will be the default signature for all messages.
Channel specific signatures: Configure custom signature for specific channels. This will override the default signature.
Account specific signatures: Configure custom signature for specific accounts. This will override channel specific and default signatures.
How to set up this capability?
Note: Setup required via a Support ticket. This capability needs specific setup. Get in touch with your Success Manager to get the DPs enabled in your environment.
Enabling signatures on messages published via journeys:
Edit the required Distributed Control Panel on which you want to populate the signatures for messages published via the journeys.
Go to ‘App Properties’ and under Journey Facilitator mark the checkbox ‘Publish agent signature on journey messages’.
Click Save.
Adding signatures for distributed users as an Admin in Space:
You need to have the ‘Manage Signatures’ permissioned assigned to your user.
Go to All Settings and select Users.
Click the Options icon, and select Manage Signatures beside the user for which you want to add the signatures.
Add or Edit signatures as per your requirement.
Click Save.
Bulk update signatures for distributed users as an Admin in Space:
For more advanced users: You can bulk update the signatures of the users from the Configurator. It is suggested to always take a backup of the existing configuration before making any changes.