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Signature Rules

After creating signature templates, you must set signature rules to define how and when those signatures are applied. Signature rules control which template is used, who it applies to, and under what conditions a signature is added to an email.

By default, Sigsync creates a DefaultRule with commonly used settings. To meet your organization’s requirements, you can modify this rule or create additional rules. Setting rules allows you to assign different signature templates, apply conditions based on senders, recipients, or keywords, control rule priority and execution flow, and schedule signatures for specific scenarios.

Once the required rules are configured and saved, signatures are applied according to the defined logic.

How Signature Rules Work

When an email is sent, Sigsync evaluates it against the configured rules in priority order.

  • If an email matches a rule’s conditions, the assigned signature is applied.
  • If no rule matches, no signature is added.

This approach ensures the right signature is applied for the right scenario, based on your organization’s requirements.

Step 1: Login to Sigsync Dashboard.

Step 2: Navigate to ‘Manage Signatures’ → ‘Signature Rules’.

manage-signature

Default Rule

Sigsync automatically creates a DefaultRule with standard settings.

You can:

  • Edit the DefaultRule to suit your needs, or
  • Create additional rules for advanced use cases

Create and Manage Signature Rules

  • Click on the ‘New’ button

    Create new rule

  • Enter a 'Rule Name' and click 'Save'.

    Add new rule

Assign Signature Templates to a Rule

  • Select the rule and assign the required signature template

    Assign-template

Separate Signatures for Replies and Forwards

To use different signatures for replies or forwards:

  • Select the ‘Use this signature in the initial email and choose a different signature for subsequent replies or forwards’ option
  • Assign the appropriate template

    Assign Subsequent Template

Configure Rule Conditions

Sender Conditions

Define whether signatures apply to:

  • All senders, or
  • Specific senders or sender groups

Configure these options under the ‘Senders’ tab.

Click here to know more about to set senders condition

Senders

Recipient Conditions

Control signature application based on:

  • Specific recipients
  • Recipient groups
  • All recipients

Configure these options under the ‘Recipients’ tab.

Click here to know more about to set recipients condition

Add Signature Recipients

Keyword Conditions

Apply signatures based on keywords found in:

  • Email subject
  • Email body
  • Or both

All keyword-related settings are available under the ‘Keywords’ tab.

Click here to know more about to set keywords condition

Add Keywords

Rule Priority and Execution Flow

When multiple rules exist:

  • You can set rule priority
  • Control the execution flow based on your requirements
  • Ensure the most relevant rule is applied first

This provides precise control over how signatures are applied across different scenarios.

Click here to know more about Rule Execution Flow

Rule Execution Flow

Save Rule Changes

After completing all configurations:

  • Click Save to apply the rule changes.

    Save Rule

Next:

Add SPF Record

 

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