Skip to main content

How to apply a server-side signature

Zendesk API Admin
  • Updated

Relevant Products: Exclaimer Cloud - Signatures for Office 365 | Exclaimer Cloud - Signatures for G Suite

Once you have created a signature, you can determine how it is deployed to your users using signature rules.

Note: 

There are two options when defining signature rules:

  • Server-side: Signatures are applied once the message has been routed to Exclaimer Cloud. As the signature is applied once the message has been sent, you will not be able to see the signature whilst composing your email. Signatures will be applied to messages sent from any device. 

  • Client-side: Signatures are synchronized to Microsoft 365 (Outlook and Apple Mail) or G Suite (Gmail) where they are visible whilst composing your email.

This article describes the steps on how you can apply signature rules for server-side deployment.
For client-side deployment, see How to apply a client-side signature. 

Applying server-side signatures rules

To apply server-side signature rules:

  1. Log into the Exclaimer portal (portal.exclaimer.com) and Launch your subscription. All existing signatures (and signature folders) are displayed on the Home page, in the processing sequence. 

  2. Hover your cursor over the signature that you wish to update and select the Signature rules option: 



    The Signature rules window is displayed with a focus on the Server-side (Office 365) tab. 

  3. Ensure that the Apply this signature option is enabled:



  4. Enable the Only add this signature if the subject contains option then enter the text you wish to use as the subject line trigger word/phrase. (This text will act as a condition for the signature to be applied to the email.) 
    Note: Only one word/phrase can be entered per signature. This feature is not case sensitive.

    For example:

    SubjectText.png

    - Enable the Remove this text from the subject option to remove the subject line trigger word/phrase from the email once this signature has been added by Exclaimer Cloud. This step is optional.
  5. Enable the Don't add a signature if the message contains option:



    - Enter a word, phrase or Active Directory (AD) field that will be present in the email signature; for example, your company's registration or VAT number. If the exception word/phrase is found during processing, then Exclaimer Cloud will not append the signature again.

  6. Having entered the required exception text, select one of the following In options:

    - anywhere in the email trail: Select to check the exception text anywhere in the entire message trail.

    - only the most recent email: Select to check the exception text in the most recent message.

    Now, you need to select the next steps based on the In option:

  7. If the signature isn't added to the email, you can either select:

    - process the next signature: Select to process the next signature.
    This means that Exclaimer Cloud will perform all the required checks then the next signature will be processed.  

    - don't process the next signature: Select to not process the next signature.
    This means that Exclaimer Cloud will not perform any more checks and the next signature will not be processed. 

  8. If the signature is added to the email, you can either select:

    - process the next signature: Select to process the next signature.
    This means that Exclaimer Cloud will perform all the required checks then the next signature will be processed.    

    - don't process the next signature: Select to not process the next signature.
    This means that Exclaimer Cloud will not perform any more checks and the next signature will not be processed. 

  9. Click OK to save the changes made, else click Cancel to close the Signature rules window without saving any changes.