Scenario
You want to add a hyperlink within a signature template that will change its URL destination based on the sender. For example, a social media icon that links to each sender's social media page, or a banner that links to a sender-specific marketing page.
Resolution
You can create user-specific URLs by using custom attributes to populate the hyperlink. There are two ways to achieve this:
- Adding complete hyperlinks to user custom attributes, allowing each user's hyperlink to be completely different. For example, one user's hyperlink could be www.google.com and another's could be www.bing.com.
OR - Creating a URL with a static first half which is then completed with custom attribute information, so that each URL connects to the same location and only varies the destination page within. For example, the hyperlink could be set to always be a LinkedIn page, with the specific page depending on the sender. The static part of the URL would be https://www.linkedin.com/in/, and the dynamic part of the URL would be, for instance, karen-green-a2ab18205.
When a user sends an email using the template, Exclaimer will populate the hyperlink using the data you stored for that user in the custom attribute.
Select the options below to view the related instructions:
Step 1: Store the URL in a custom field
NOTE: For instructions on how to create and populate custom fields for Active Directory, Microsoft 365, Microsoft Entra ID or Google Workspace, see How to add custom fields to your signature.
- Select a custom attribute field for your data. Ensure that you use the same attribute field for every user.
- EITHER:
If making a fully custom hyperlink, enter your user-specific URL.
OR
If making a part static, part dynamic hyperlink, enter your user-specific section of the URL.
The user-specific section of the URL is stored in the custom field when creating a part-dynamic hyperlink.
Step 2: Synchronize your data
We recommend! Allow a couple of hours after you've made changes in Microsoft 365 or Google Workspace before you manually synchronize data.
For Microsoft 365: An automatic sync is done to user data twice a day.
For Google Workspace: An automatic sync is done every 12 hours.
For Microsoft 365: An automatic sync is done to user data twice a day.
For Google Workspace: An automatic sync is done every 12 hours.
- Log into the Exclaimer portal and launch your subscription.
- From the header bar, select the cogwheel icon to open the Settings menu, then select Sender Management.
The Settings menu is found under the cogwheel icon.
- From the Start Synchronization section, select Start sync.
The Start Sync button is located in the Start Synchronization section of Sender Management.
For more information, see how to synchronize user contact details for Microsoft or Google.
Step 3: Connect the link to the signature element
To create a Dynamic URL:
- Open your signature template in the Signature Designer.
- Select the signature element you would like to add the hyperlink to.
Tip! Most signature elements can be given a hyperlink via the Properties pane. For more information, see our knowledge base resources on working with different signature elements. - In the Properties pane, locate the Hyperlink section. Depending on the element you have selected, this may be by expanding the Hyperlink properties section, or by expanding the Text properties section and selecting Add Hyperlink.
Examples of where the Hyperlink entry field can be found. This depends on the element you are adding the Hyperlink to.
- In the Destination URL entry field, EITHER:
If you stored the complete URL in the custom attributes, type { and select the relevant custom attribute from the autocomplete dropdown.
Examples of the Destination URL field in both the HyperLink window and the Hyperlink properties. Select the Custom Attribute in which you stored your URL.
OR
If you stored the user-specific section of the URL in the custom attributes, enter the static part of the URL, then type { and select the relevant custom attribute from the autocomplete dropdown.
The static part of the hyperlink will be the same for all users. Select the Custom Attribute in which you stored the dynamic section of the URL.
- Select Save Changes.