Advanced Rules – Exclaimer Knowledge Base

Description

The Advanced Rules tab in signature rules management allows you to set content rules for Server-Side signatures to apply or exclude a signature based on the subject line or message content. It also contains options for signature stacking for both Server-Side and Client-Side.

NOTES: The content rules for Server-Side signatures cannot be applied to Client-Side deployment. If you set Server-Side content rules then send a Client-Side email, the rules will not be applied. This is because Server-Side emails are processed via Exclaimer's servers to add the signature and detect your advanced rules. In Client-Side deployment, the message is not processed via Exclaimer's servers, so any advanced rule triggers cannot be detected.

This option is only available to users on Standard or Pro plans. For more information, see Exclaimer pricing plans.

How to access it

To access the Advanced Rules tab:

Select Signatures from the menu sidebar.
From the All Signatures tab, select Manage Rules next to the relevant signature.

This opens the Manage screen.
Select the Advanced Rules tab.

_{The Advanced Rules tab.}

Applying Advanced Rules

You can use trigger text in Server-Side messages, either in the email subject line or the body of the message, to control if a signature is applied.
You can use stacking rules for both Server-Side and Client-Side to apply multiple signatures to an email.

NOTE: Any changes you make within tabs on the Manage screen will only be applied once you select Save. You can switch tabs without losing your progress.

Select an option below to view the related instructions:

The 'Only add this signature if the email subject contains' option

This option allows you to enter trigger text which, if found in the email subject line, automatically applies the signature. The signature is only applied if the trigger text is detected in the subject line.

WARNING! Advanced Rules cannot detect text if your signature is rendered as a bitmap, such as when using custom fonts. To avoid rendering as a bitmap when using fonts, see How to use font stacks in Exclaimer.

To configure this option:

In the Server-Side Content Rules section, select the Only add this signature if the email subject contains checkbox to enable the condition configuration.

_{The available options when Only add this signature if the email subject contains is enabled.}
In This Text, enter the text you wish to act as the trigger text.

NOTE: We recommend that you do not use special characters in your trigger text, as these can cause problems due to UTF-8 encoding.
Specify your preferred setting for Remove this text from subject:

Select the checkbox to remove the subject trigger text from the subject line during signature application. Recipients will not see the trigger text.
Deselect the checkbox to keep the subject trigger text in the subject line. It will be visible to the recipients.
In the unsaved changes banner, select Save to apply your rules, or select Cancel to revert all changes.

The 'Do not add this signature if the message contains' option

This option allows you to enter trigger text which, if found in the body of the email, stops the signature from being applied. The signature is not applied if the trigger text is found anywhere in the message content.

In the Server-Side Content Rules section, select the Do not add this signature if the message contains checkbox to enable the condition configuration.

_{The available options when Do not add this signature if the message contains is enabled.}
In This Text, enter the text you wish to act as the trigger text.

NOTE: We recommend that you do not use special characters in your trigger text, as these can cause problems due to UTF-8 encoding.
Under In, select whether the trigger text should be searched for Anywhere in email trail or Only in the most recent email.
Under If this signature is not applied, select Do not process the next signature to stop the next signature from being processed if the exception text is met, or select Process the next signature to process the next applicable signatures if the exception text is met.

CAUTION! If both Only add this signature if the email subject contains and Do not add this signature if the message contains are enabled, then the rule Do not add this signature if the message contains will take priority.
In the unsaved changes banner, select Save to apply your rules, or select Cancel to revert all changes.

Stacking Server-Side signatures

To control whether to add more signatures to an email:

In the Advanced Server-Side Rules section, under If this signature is applied, select EITHER:

Do not process the next signature to stop any further signatures from applying

OR

Process the next signature to apply the next available signature.

_{The Advanced Server-Side Rules section.}

For more information on stacking signatures, see How to apply multiple signatures to the same email.

Stacking Client-Side signatures