Integration with Cogsworth
This section describes how to integrate CodeTwo Email Signatures for Office 365 with Cogsworth. Cogsworth is a scheduling tool that lets your customers schedule meetings with your users in an easy way. Thanks to this app you can stop worrying about time zone differences, double booking or ongoing conversations just to determine when you and your customer can meet.
Integration of the Cogsworth service with CodeTwo Email Signatures for Office 365 allows you to:
- add a “Schedule a meeting” button to every email signature,
- get passive leads thanks to an easy and non-problematic way of booking a meeting,
- easily integrate your meeting calendar with the Office 365 calendar,
- increase your conversion rate with each email sent, by providing your recipients with an easy way to schedule a meeting at any time.
Set up your Cogsworth account
As the first step to integrate Cogsworth and CodeTwo Email Signatures for Office 365, you need to configure your Cogsworth account. This includes adding your users, configuring available services, synchronizing Cogsworth and Office 365 calendar, and more. In the upper-right corner of your Cogsworth profile, you can find a tutorial video (Fig. 2.) which helps you get through the configuration process.
When you finish configuring your account, go to the Staff menu (Fig. 3.):
Here, you need to access your users’ profiles to copy their individual Cogsworth links. To do so, click on any staff member and copy the link to their Staff Booking Page (Fig. 4.). Repeat this for all of your users who have Cogsworth accounts, saving those links to use later in CodeTwo Email Signatures for Office 365.
Add individual links to users’ profiles in Office 365
The next step is to add the links obtained in the previous step to your Office 365 users.
First, go to your Office 365 dashboard and enter the Microsoft 365 admin center (Office 365 adimn center) (Fig. 5.).
In the Microsoft 365 admin center, use the left menu to go to the Exchange admin center (Fig. 6.)
Fig. 6. Accessing the Exchange admin center.
Go to recipients > mailboxes (Fig. 7.)
Fig. 7. Exchange Online admin center.
In the mailboxes view, find the user whose scheduling link you have copied in the Cogsworth user panel and click the Edit (pencil icon) button (Fig. 8.)
Fig. 8. Accessing the mailbox settings.
In the mailbox settings, click the More options button and then Edit (pencil icon) to add a new Exchange custom attribute (Fig. 9.).
In the pop-up window, insert the previously generated individual Cogsworth link to the custom attribute of your choice (Fig. 10.). Repeat this for all users who have their Cogsworth account set up. Make sure you use the same custom attribute number for all users.
Adding the Cogsworth scheduling link to CodeTwo Email Signatures for Office 365
Before you launch the Manage Signatures App, make sure you have synced the custom Exchange Attributes. Learn more
When the custom attributes are synced, launch the Manage Signatures App, go to the Design tab and Edit your signatures (Fig. 11.).
The CodeTwo Editor will open. Here, you can modify your email signature design. Select an element you want to link to the Cogsworth booking page (it can be a text fragment, a button, etc.) and click the Insert hyperlink button (Fig. 12.).
In the Insert hyperlink window (Fig. 13.), type any URL address, preferably one that is unique and easy to find (it does not need to be an existing one). In one of the next steps, you will have to substitute this link with a Custom Exchange Attribute placeholder. This way, CodeTwo Email Signatures for Office 365 will automatically add the right scheduling link to the users for whom you created a Cogsworth link.
Fig. 13. Inserting a hyperlink.
Back in the Editor, click the </> Source button (Fig. 14.) to access the source code view.
In the source code view, find the hyperlink you entered before (Fig. 13.) and substitute it with the same Custom AD attribute (Fig. 15.) that you have filled in previously in Exchange Center (Fig. 10.) When you are done, save the changes and close the HTML source code view.
Now, when you save changes to your email signature rules, all the users you specified will have the link to the Cogsworth booking page in their email signature (Fig. 16.).
Whenever someone clicks on the scheduling link, a simple scheduling wizard opens up (Fig. 17.). It lets customers book a meeting in a few easy steps and add the meeting details to their Office 365, Gmail or Outlook calendars.
Fig. 17. Booking a meeting through Cogsworth.
To learn more about Cogsworth, its features and how to set it up, go to Cogsworth’s official page.