Conditions and exceptions

Signature rules let you decide when to add email signatures and to which senders. The signature adding algorithm is based on conditions and exceptions. Conditions are circumstances that need to be fulfilled to trigger a signature rule. Exceptions are the exact opposite - they suppress the action of adding a signature. Conditions and exceptions are defined in the Senders, Keywords and Email direction tabs. This article explains:

The Senders, Keywords and Email direction tabs

The Senders tab lets you configure conditions necessary to apply a signature rule to selected users or groups (Fig. 1.). In the top list (Add signatures to emails...) you can define senders whose emails will be stamped with your signature. The bottom list (Do not add signatures to emails...) allows you to add exceptions, i.e. the users or groups who will not get the signature. In the example below we configured the rule to add signatures to emails sent by our IT guys, excluding the managers.

The Senders tab with one condition and one exception configured.
Fig. 1. The Senders tab with one condition and one exception configured.

The program allows you define the conditions and exceptions in many ways, e.g. by adding all/individual users or AD groups (Fig. 2.).

Various selection options.
Fig. 2. Various selection options.

Keep in mind that the scope of users might also be limited during the configuration of connectors.

In our example (Fig. 1.), the software knows when to add signatures because we added an Azure AD filter condition to check if the sender's Department field in Active Directory is equal to IT (Fig. 3.). In a similar way, an exception to the rule was defined: if the user's Title in AD contains the value Manager, the rule will not be triggered.

Azure AD filter options.
Fig. 3. Azure AD filter options.

Thanks to all these user configuration possibilities, you can apply your signature rule to a group of users and exclude one or more users at the same time, e.g.:

  • add a signature to the whole IT department except for the manager whose signature is covered by a different rule for managers, as shown in the example above,
  • add a legal disclaimer to all company emails except for the emails of employees from a foreign site, because different laws apply there,
  • add signatures with marketing banners to the whole customer support department but not to emails sent by people from other departments, etc.

Info

Remember to define at least one user in the conditions field (top list). If you leave this section empty, signatures will be added to all users specified in the connectors wizard (read more). The program will notify you about that (and automatically add the All users condition to the list) when you submit your changes via the Save (ESIG for O365 rule save) button. If you would like to create a rule, but do not want to apply it to any users, you can temporarily disable it via the switch (ESIG for O365 rule switch) button.

The next tab - Keywords - allows you to define specific phrases that will trigger or suppress your signature rule (Fig. 4.). This option is very useful e.g. when you want to apply an additional signature only to selected recipients or if you want to quickly remove the default signature of your company from a private message. The latter case is shown in Fig. 4. - if the program finds the #nosignature phrase within the email subject or body, the signature will not be added and the phrase itself will be removed from the message.

The Keywords tab.
Fig. 4. The Keywords tab.

When adding or editing a keyword (Fig. 5.) you can define where to search for the phrase and decide if the program should delete it from the message.

Keyword configuration options.
Fig. 5. Keyword configuration options.

Info

You can insert your keyword anywhere inside the message title or body. An asterisk (*) may be used as a wildcard character. Add it before and/or after the phrase to make sure that your keyword is always found (see Fig. 5.).

The Email direction tab lets you decide if the signature rule should be applied to all sent emails or to internal/external correspondence only (Fig. 6.).

The Email direction tab.
Fig. 6. The Email direction tab.

Understanding conditions and exceptions

As described above, all three tabs (Senders, Keywords and Email direction) let you set conditions/exceptions which have to be fulfilled to add/exclude email signatures. To use them efficiently, you need to understand how these conditions and exceptions are related.

Conditions

Conditions can be defined in the upper lists of the Senders and Keywords tabs and in the Email direction tab. By default, all these conditions are connected via the and logical operator (logical conjunction). This means that:

Important

All defined conditions have to be fulfilled to trigger a rule and add a corresponding signature.

As an example, let us analyze the following scenario: a company has a new product "XYZ" and would like to add a dedicated signature to selected emails sent by the marketing team outside the organization. Let us assume that a signature template for our new product is already prepared and we only need to define conditions.

First, we add the Online Marketing group as the only condition in the Senders tab, with no exceptions (Fig. 7.). This means that our signature will be added only to emails sent by employees from Online Marketing.

The Senders tab with one condition.
Fig. 7. The Senders tab with one condition.

Next, we define a keyword condition (upper list in the Keywords tab), as shown in Fig. 8. Now the dedicated signature will be added only to emails sent by Online Marketing which contain the XYZ phrase in their subjects. The message subjects will remain unchanged (the keyword phrase will not be removed).

Defining the keyword condition.
Fig. 8. Defining a keyword condition.

Finally, we set the email direction to external only (Fig. 9.).

Configuration of the email direction condition.
Fig. 9. Configuration of the email direction condition.

After this configuration, the signature dedicated to our new product will be added only to emails which simultaneously fulfill all 3 conditions:

  • are sent by Online Marketing
  • and contain the XYZ phrase in the message subject
  • and are sent to users outside the organization.

Exceptions

Exceptions (the bottom lists in the Senders and Keywords tabs) are connected via the or logical operator (logical disjunction). In other words:

Important

If you define several exceptions, a signature rule is suppressed for each exception individually.

The following example will help you understand how the exceptions are processed by the program. Let us modify the signature rule described previously. In the Senders tab, we add an exception (the bottom list) by creating an Azure AD filter, as shown in Fig. 10. This will exclude the users whose names contain the letter A or a (our search algorithm is case-insensitive) from having their emails stamped with the associated signature.

Adding an exception to email senders.
Fig. 10. Adding an exception to email senders.

We can add an additional exception in the Keywords tab, as shown in Fig. 11. Now every email which contains the removesignature phrase in its body or subject will not receive the signature, and the phrase itself will be removed from the message.

Defining a keyword exception.
Fig. 11. Defining a keyword exception.

With these 2 exceptions and 3 conditions combined, our rule will:

  • add signatures only to emails sent by Online Marketing which contain the XYZ phrase in the message subject and are external,
  • not add email signatures in 2 cases: if the emails are sent by users whose names contain the letter A or if the removesignature phrase is found in the message subject or body.

Adding signatures to messages sent by delegates

Sometimes a user or a group of users have permission to send messages as other users or on their behalf. These users are referred to as delegates (see Microsoft Technet, e.g. this article, for more information on delegate permissions).

If User A, who has the Send As right to the User B's mailbox, sends a message and enters the User B's email address into the From field, this message will be considered as sent by User B. Therefore, the rules covering User B will be executed.

However, User A may also have the On behalf of delegate permissions to the mailbox of User B. In such a case, if User A enters the email address of User B into the From field when sending a message, the message will be considered as coming from User A, and the rules covering User A will be executed.

Important

Delegate permissions may affect the visibility of signatures in the Sent Items folder. For more information, see this article.

See next

Signature editor - read about the main features of the built-in signature editor.

Template library - learn how to use the signature templates available in the program and how to create custom templates.

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