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.
Navigate to Signature Rules Page
Step 1: Login to Sigsync Dashboard.
Step 2: Navigate to ‘Manage Signatures’ → ‘Signature Rules’.
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
- Enter a 'Rule Name' and click 'Save'.
Assign Signature Templates to a Rule
- Select the rule and assign the required signature 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
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.
Recipient Conditions
Control signature application based on:
- Specific recipients
- Recipient groups
- All recipients
Configure these options under the ‘Recipients’ tab.
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.
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.
Save Rule Changes
After completing all configurations:
- Click Save to apply the rule changes.
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