How to insert marketing banners to outgoing mail

Creating signatures including some rich media on bare Exchange Server may sometimes be troublesome because it most often requires installing add-ins to enrich your content. CodeTwo Exchange Rules Pro lets you create professional looking signatures / disclaimers including most types of rich media, like graphics, banners, photos, etc. using the built-in Editor in just a few clicks. 

Getting started

To configure the program to include the personalized signature with the marketing banner to the outgoing mail sent by members of a particular department, you need to:

Add a new rule with the Insert signature or Insert disclaimer action:

  • Add and configure the Message direction condition in the following way: Message direction is Outgoing.
  • Add and configure the Sender condition as follows: Sender belongs to AD group [group name].
  • Leave the default logical And relationship between the conditions.

Demonstration

Add a new rule to the list of rules using the Add button. Name your rule and describe it (Fig. 1.).

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Fig. 1. Adding and describing a new rule.

Go to the Conditions tab and select Message direction is outgoing (Fig. 2.).

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Fig. 2. Setting the condition to Message direction is outgoing.

Next, add a second condition by clicking the + button. Once the empty row for the condition appears on the list, configure it in the following way: Sender belongs to AD group. In the next step, click Edit and choose the group which members will be encompassed by the rule (Fig. 3.).

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Fig. 3. Adding the second condition.

Move to the Actions tab, click Add and choose Insert signature from the list. After the action is added to the list of actions, click Edit (Fig. 4.) to open the Editor and compose your signature template including the marketing banner (Fig. 5.).

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Fig. 4.  Opening the Editor to design the signature.
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Fig. 5. Designing the signature template in the Editor. 

Info

Please note that you can either make use of the ready made banners using the Template Library or create such from scratch via the Editor. Inserting the picture that will act as your banner using the Editor is easy: just choose the Picture button in the Editor's ribbon and select the picture either from the local library or the online resource. In addition to that, the Editor offers many ways to design your banner, e.g. you can link the banner to the specific website using its context menu, you can decide about a place within the template where the banner will be included (top, bottom, side banners) and customize its width (refers to the top and bottom banners only and enables you to narrow or widen them). You can also insert the {Rotating text} and the {Rotating image} placeholders to promote different content using one single place in your signature. 

Last but not least, save your settings in the Administration Panel (Fig. 6.).

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Fig. 6. Saving settings in the Administration Panel.

From now on, each outgoing message sent from the Sales Department will include the personalized signature and the marketing banner (Fig. 7.).

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Fig. 7. The signature along the banner added to the outgoing mail.

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