Setting the signatures for the company

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Written by Valentin Mazenq | Updated

With the UpSlide Account Portal, you can manage your signature campaigns by assigning them to group of users.

Note
Below is the list of prerequisites for the Outlook Signature
  • Access to the UpSlide portal
  • Outlook Signatures activated for your account

You can contact your Sales representative if you don't have all the prerequisites above.

Create a user group

Before starting your first campaign, you must create at least one group of users.

Follow the instructions in our guide to create and manage user groups. Come back here after you have followed the instructions to continue the steps below.

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Create a new signature

Create a campaign

On the portal, look at the different menus on the left and select the page Email Signatures. You can click on Add a new campaign to create a new signature.

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A signature campaign is composed of:

  • A name
  • The user groups who will get the signature
  • A signature

Signature editor

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The signature editor allows you to insert:

  • Text in different sizes, fonts and colours
  • Images from your computer or a URL
  • Insert Fields that will be replaced by the user information

On the right of the editor, you will have a preview of the signature with an example of how the contact information will appear.

Tip
If you want to create a signature with another editor, you can copy-paste the HTML code of your signature by clicking on the button Change mode.

Assign user groups to a campaign

When your signature is ready to be deployed to your users, you can assign it to the relevant groups by selecting them on the top-right dropdown.

Tip
The signatures are shared between the accounts you manage. You can assign user groups from different accounts without creating a signature for each one.

User group campaigns priority

When creating and managing signature campaigns, you can assign user groups to each one you create.

User group campaigns take priority over the standard campaign for the groups concerned. Therefore, the default signature when creating a new email message will be from the campaign to which their user group is assigned.

You can adjust the order of your campaigns by clicking and dragging each campaign. This will change the campaign's priority, which the user will see by default in their task pane. By default, the user will get the highest-ranking signature they are assigned.

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In the example above, we've dragged and dropped the campaign for groups A and B below the campaign for group A, which means:

  • Group A's default signature will be Campaign Group A.
  • Group B's default signature will be Campaign Group A&B.

Users can still select the other signatures assigned to them in their UpSlide Signatures task pane.