Scenario

You wish to understand how to design and apply Campaigns and Disclaimers in Signature 365.

Solution

Campaigns are designed to be used in a scenario where you wish to apply information to your signatures, such as an information banner, or details on a promotional campaign. This does not affect the base layout of your signatures.

Disclaimers are designed to apply a default disclaimer to all outgoing emails, but can equally be configured in a similar manner to campaigns. The only thing to note is that disclaimers cannot use link or click tracking.

Campaigns and disclaimers can also be configured to apply for specific users or groups, specific Signature templates, internal or external recipients, to New and / or reply emails, or a combination of these options.

Campaigns and disclaimers can also be configured to apply for a scheduled time period.

Campaigns and disclaimers are always applied after your signature, the order of these sections cannot be changed, and the sections are applied in the order;

Signature

Campaign

Disclaimer

The template design for campaigns and disclaimers is identical to that of signatures. For details on template design, see Getting started with the template editor.

As noted above, campaigns and disclaimers can be applied in a more configurable manner than Signature templates.

Clicking the + Add button will present a similar page to signature template design, with the Name, Description, and visual editor displayed.

The designer and its features are covered in the article linked above.

Scrolling down the page, the Apply to options are available;

The upper section defines which users or groups this should apply to. Use Add exclusions to leave specific users or groups out. Select Match campaign on Sender instead of From when email is sent on behalf of to match on the sender rather than the From address for emails sent on behalf of another user.

The lower section defines which signatures to apply to - for example, if an external marketing campaign should only be applied to a specific signature - and has the following options:

All Signatures can only be selected if the logged in user has permissions to the Home folder within Signature 365, and is disabled and cannot be selected if permissions are missing, as shown below. This option overrides all folder permissions and applies to all Signatures.

Specific signatures, as implied, allows selection of one or multiple signatures that the logged-in user has access to. Selected signatures can be removed by selecting the red delete icon.

Signatures in same folder as campaign (disclaimer), applies this campaign/disclaimer to all signatures in the same folder

Signatures in specific folders allows the logged-in user to select a folder and applies the campaign/disclaimer to all signatures in that folder.

Scrolling down, the Schedule section allows you to specify when a campaign will be applied. If the Active from and Expires date are blank, the campaign/disclaimer will always be applied. Choose the Time zone the dates apply in. You can specify both a date and specific time by selecting the Calendar or Clock icon.

The Append When option controls when the campaign will be appended to a signature.

The Tracking section controls if recipient opens and clicks on the email should be tracked by Signature 365.

The Create campaign (or Create disclaimer) and Publish buttons are in the page header. Clicking Create campaign will create this template as a draft, clicking Publish will create and publish, immediately applying to any emails sent that match the apply to rules.