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Manage your contact details

  1. Exclaimer Knowledge Base
  2. User Manual
  3. Settings
  4. Sender Management
Ari Flavell
  • Updated

Description

With the Exclaimer User Details Editor users can view and edit the contact details available for use in email signatures. The Editor displays your user details as they will appear in the signature and contact information can be edited in available fields.

Users on Pro plans can also download Meeting Branding for use in their video calls and edit their details for personalized vCards for use with the QR Codes signature element. 

NOTE: You can only view sections and/or edit the fields that have been enabled by your administrator. Disabled sections will not appear, and disabled fields are read only. For more information on how to unlock fields for editing, see Manage user editable contact details.

Select an option below to view the related instructions:

Managing your contact details for Microsoft 365 subscriptions

To access the User Details Editor:
 

  1. Launch the User Details Editor portal by entering the following URL that corresponds to your region:

    Region URL
    Australia https://au.details.exclaimer.net
    Canada https://ca.details.exclaimer.net
    Europe https://eu.details.exclaimer.net
    UAE https://uae.details.exclaimer.net
    UK https://uk.details.exclaimer.net
    US https://us.details.exclaimer.net
    Tip! You can also launch the User Details Editor from your Exclaimer account by selecting the cogwheel icon on the header bar, then select Sender Management. Navigate to the User Details Editor section and select Go to User Details Editor to launch or copy the provided regional URL. For more information, see User Details Editor.
  2. Select Sign in with Microsoft and sign in using your Microsoft 365 credentials.
     

  3. If prompted, accept the permissions request by selecting the Consent on behalf of your organization checkbox, then selecting Accept. This opens the Your contact details and assets screen.

    NOTE: This screen may look different depending on your Exclaimer plan type. Meeting Branding and QR Details for vCards are for Pro plan users only. For more information, see Exclaimer pricing plans.


    The Your contact details and assets screen. This example shows Meeting Branding and Contact Details. QR codes, if available, are found in the third section.
     

  4. The contact details fields Exclaimer currently uses to populate your email signature are displayed in the Contact Details section. To edit your details, select an available field.

    NOTES:
    The maximum character limit for details fields is 255.

    The information entered will be represented in your signature as plain text - for example, URLs will be represented as text only, not converted to hyperlinks. For information on using hyperlinks, see our resources on the Properties pane when using our Signature Elements.

    You can only edit the fields defined by your administrator as editable. For more information on how to unlock fields for editing, see Manage user editable contact details.


    The fields for entering contact details.
     

  5. To edit the details that appear in your personalized vCard via QR codes, check or uncheck the available fields.


    The QR details checkboxes.

    NOTE: Personalized vCards are only available in Pro Plan. For more information on pricing plans, see Exclaimer Pricing Plans.

  6. To download your branded background for Meeting Branding, select Download background. 


    Select Download to download your branding.

    NOTE: Meeting Branding is only available in Pro Plan. For more information on pricing plans, see Exclaimer Pricing Plans.

  7. In the unsaved changes banner, select Save to save your details. For Client-Side signatures, your details may take up to an hour to synchronize.

    Tip! As a Global Administrator, you can define which fields users can edit. Select Settings to go to the Settings screen.
Managing your contact details for Google Workspace subscriptions

To access the User Details Editor:

  1. Launch the User Details Editor portal by entering the following URL that corresponds to your region:

    Region URL
    Europe https://eu.details.exclaimer.net/google
    US https://us.details.exclaimer.net/google
    Tip! You can also launch the User Details Editor from your Exclaimer account by selecting the cogwheel icon on the header bar, then select Sender Management. Navigate to the User Details Editor section and select Go to User Details Editor to launch or copy the provided regional URL. For more information, see User Details Editor.
  2. Select Sign in with Google and sign in using your Google credentials.
     

  3. If prompted, accept the permissions request by selecting Allow. This opens the Your contact details and assets screen.

    NOTE: This screen may look different depending on your Exclaimer plan type. Meeting Branding and QR Details for vCards are for Pro plan users only. For more information, see Exclaimer pricing plans.


    The Your contact details and assets screen. This example shows Meeting Branding and Contact details. QR Codes, if available, are found in the third section.
     

  4. The contact details fields Exclaimer currently uses to populate your email signature are displayed in the Contact Details section. To edit your details, select an available field.

    NOTES:
    The maximum character limit is 255.

    The information entered will be represented in your signature as plain text - for example, URLs will be represented as text only, not converted to hyperlinks. For information on using hyperlinks, see our resources on the Properties pane when using our Signature Elements. 

    You can only edit the fields defined by your administrator as editable. For more information on how to unlock fields for editing, see Manage user editable contact details.


    The fields for entering contact details.

  5. To edit the details that appear in your personalized vCard via QR codes, check or uncheck the available fields.


    The QR details checkboxes.

    NOTE: Personalized vCards are only available in Pro Plan. For more information on pricing plans, see Exclaimer Pricing Plans.

  6. To download your branded background for Meeting Branding, select Download background. 


    Select Download to download your branding.

    NOTE: Meeting Branding is only available in Pro Plan. For more information on pricing plans, see Exclaimer Pricing Plans.
  7. In the unsaved changes banner, select Save to save your details. For Client-Side signatures, your details may take up to an hour to synchronize.
    Tip! As a Global Administrator, you can define which fields users can edit. Select Settings to go to the Settings screen.
NOTE: All data uploaded to the User Details Editor is stored in Exclaimer's own load-balanced data centers.
Next steps: Once you have added data to your contact fields, you can use these fields to populate your signature using the All {Fields}, Address {Fields}, Contact {Fields}, and Personal {Fields} elements. The fields pull data from the User Details Editor fields and reproduce the text in the signature template.
Have you got a question? Please take a look at our Frequently Asked Questions page.