How to add different signatures to emails sent to different recipients
In this article, you learn how to use CodeTwo Email Signatures for Office 365 to add different signatures depending on the recipients of your messages.
You might consider setting up a different signature template for emails sent to an individual person or a group of people to:
- include different contact details while sending emails to specific recipients,
- run targeted email campaigns and add e.g. personalized or region/industry-specific promotional banners, directed at selected recipients,
- use signatures in different languages,
- include different legal disclaimers when sending messages to recipients from different countries or states, to comply with their local laws,
- include any other additional information that you think may be necessary only for some of your recipients/customers,
- and other.
If you would like to know how to set up the program to add different signatures to internal and external users, refer to this article instead.
This article shows how to configure CodeTwo Email Signatures for Office 365 for a specific email signatures usage scenario. If you need more basic information, use the links below:
How to configure the program for this scenario
Use the links below to set up CodeTwo Email Signatures for Office 365 working in:
The program can be configured to automatically add signatures to emails based on who the recipient is. In this example, we will set up three server-side signature rules, with scopes of recipients ranging from the narrowest to the broadest:
- A rule for adding a signature to emails sent to a specific group of users only.
- A rule for adding a signature to emails sent to specific domain(s).
- A rule for adding a default signature to emails sent to recipients that are not covered by any other signature rule.
For the signatures to be added flawlessly, you need to set the correct order in which the rules are executed.
Creating the first signature rule for adding a signature to emails sent to a specific group of users
First, create a new server-side signature rule (Fig. 1.). Let's name it e.g. Signature for Sales Team.
In the Recipients step, specify a group of recipients this signature rule will apply to.
- For internal recipients (users within your company), click Add > Group members (inside organization) and select an existing group, distribution list, etc. from your Microsoft 365 tenant, e.g. Sales Team (Fig. 2.). Click OK to apply.
- For external recipients, click Add > Email addresses and provide a specific email address. If you want this rule to apply to all contacts within a specific company, enter an email address in the following format: *example.com (Fig. 3.). Click OK to apply.
In the Logic step, leave the default options, as shown in Fig. 4.
In the Design step, click Edit signature to open the signature template editor. Design a signature template for these recipients or select one of the predefined ones. Learn more about how to create a signature template
Once done, submit your changes by clicking Save.
The second rule will apply to a broader scope of recipients. In this example, we want this rule to add signatures to all emails sent to German speaking countries (recipients).
Create another server-side rule, as shown in Fig. 1. Let's name it e.g. Signature in German.
If you want to make only slight changes to the signature template used in the first rule, you can also use the Clone button (visible after selecting a rule) in the signature management app's main window (Fig. 5.) to create the exact copy of the first rule.
In the Recipients step, select Add > Email addresses and in the window that opens enter *.de. You can also include other country coded top-level domains for other German speaking countries, such as *.at for Austria or *.li for Liechtenstein, separated by semicolons, as shown in Fig. 6. Click OK to apply.
In the Logic step, leave the default options, as shown in Fig. 4.
Go to the Design step to create or edit a signature template (e.g. either in German language or dedicated to companies from the specified German speaking countries).
Submit your rule by clicking Save.
This rule will add a default email signature, i.e. a signature that will be applied to messages sent to other recipients than those specified in the previously configured signature rules.
Add a new server-side signature rule (as shown in Fig. 1.) or use the Clone button in the signature management app's main window (Fig. 5.) to create a copy of one of your other rules.
If you ever create a new signature rule for narrower scope of recipients, be sure to use the Move up and Move down buttons in the app's main window (Fig. 8.) to place that rule above the one used to add the default email signature.
In the Recipients step, click Add > All recipients (Fig. 7.).
There's no need to change anything in the Logic step for this rule as well – leave the defaults unchanged (Fig. 4.).
In the Design step, click Edit signature to create your default company signature or make changes to the existing template.
Finally, click Save to submit your rule.
Signature rules are executed in accordance with the signatures list in the signature management app's main window, from top to bottom (learn more). As a general rule, place the rules with the narrowest scope of recipients first (at the top) and rules with the broadest scope last (at the bottom).
Considering the example above, use the Move up and Move down buttons to put the rules in the following order: Signature for Sales Team > Signature in German > Default signature, as shown in Fig. 8.
When your signature rules are ready, select all of them and click Publish selected, as shown in Fig. 9. This will make the signatures active in your organization.
If you configured these rules according to the steps above, email signatures will be added to messages sent by all users in your organization. If you want to limit the scope of senders, make additional changes in the Senders step. Learn more
In client-side mode, simply create as many signature rules as many signature templates you need. Your users will choose the appropriate signature when typing an email in Outlook, depending on who their intended recipient is.
Refer to this article to find out how to create a client-side signature rule. Bear in mind the following important points:
- Provide a descriptive name for each client-side rule you create (Fig. 10.). This way your users will be able to easily identify each signature template in Outlook.
- Create a rule for adding a default email signature. Go to the Logic step and use the following settings for this rule (Fig. 11., item A).
Additionally, use the Move up and Move down buttons in the app's main window to move this rule on top of the signature rules list (Fig. 11., item B). This way, the default signature will be automatically added to new messages while typing them in Outlook desktop or Outlook on the web (OWA). Learn more
- You can also restrict access to some templates to selected users only. Learn more on how to change the sender's scope
In server-side mode, CodeTwo Email Signatures for Office 365 will automatically apply the correct email signature to each outgoing email, depending on who the recipient is (a member of the group defined in the first rule, a recipient whose email address ends with one of top-level domain names defined in the second rule, or any other recipient, according to the third rule). If you send a message to an email address that ends with .de but that is also included in the first rule, the recipient will only see the signature added by this first rule.
As you type an email, you can use the CodeTwo Signatures Web Add-in for Outlook to check which signature will be added by our service (Fig. 12.).
Sending emails to multiple recipients
If you send a single message to 2 (or more) recipients, each recipient will get a signature that is intended for them. Learn more about the message splitting feature
In client-side mode, each user is provided with as many signature templates as many you created (and make available for them). The default signature is inserted to every new message being created in Outlook or OWA. To change the signature to a different template (e.g. when sending an email to a member of the Sales Team), use the Use this signature button (Fig. 13.). Learn more