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Manage Disclaimer rules

  1. Exclaimer Knowledge Base
  2. User Manual
  3. Disclaimers
Ari Flavell
  • Updated

Description

Once you have created a Disclaimer, you can configure the rules and settings to apply that Disclaimer using the Manage screen. The Manage tabs for a Disclaimer work in the same way as the options available in the Manage screen for signatures, allowing you to configure rules to apply your Disclaimer in certain ways, such as targeting or excluding specific senders and/or recipients.

NOTE: Unlike signatures, Disclaimers do not have an Enable tab, as enabling a Disclaimer happens on the Create Disclaimer screen. This means that Disclaimers are not individually applied to Client-Side/Server-Side, and do not have a 'Set as default' functionality - depending on the rules you configure for your Disclaimer, it will always be applied if it is enabled and applicable.

How to access it

To open the configuration options for a Disclaimer:

  1. Select Disclaimers from the menu sidebar.
     
  2. Find your Disclaimer and select Manage. This opens the Manage screen, which has five tabs: Senders, Exceptions, Recipients, Date/Time, and Advanced Rules. 


    Select Manage on your Disclaimer.

Using the Manage options

Each tab in the Manage screen contains different rules to control how your Disclaimer is applied. For more information on using rules, see the Manage Signature Rules section of this knowledgebase or follow the links in the table below.


Select a tab to configure your Disclaimer.

The following table outlines the functionality available in each tab:

 

Manage tab Configuration available
Senders Apply the Disclaimer to specific senders, such as via specific domains or user attributes.
Exceptions Exclude specific senders from using the Disclaimer.
Recipients Apply the Disclaimer to specific recipients, such as Internal or External or on Salesforce lists, or by excluding recipients.
Date/Time Apply the Disclaimer during a specific time period.
Advanced Rules

NOTE: Advanced Rules in Disclaimers is for server-side deployment only.

 

Apply or prevent a Disclaimer using trigger text in the subject or body text of the email.
NOTE: Changes made in any Manage tab will only be saved once you select Save Changes. You can edit rules across multiple tabs before saving.

Once you have configured your Disclaimer and selected Save Changes, it will be automatically appended to your email when the send conditions are met. It appears in the emails you send along with your email signature(s) and Campaigns.