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Integration with Cogsworth

We will show how to integrate Cogsworth in your email signature so that you can directly call the sender or a contact in the sender's organization. This can be used to initiate direct one to one conversation or if you wish to open a contact option with customers, it will come in handy since there are no extra processes to go through.

How to setup Cogsworth in signature template

First, create an account in Cogsworth and add your users, configure services, synchronize Cogsworth and Office 365 calendar. In the top right corner of your profile, you can find a tutorial video.

create-account-in-cogsworth

In the Staff menu, you have to access users' profiles to copy the link to their Staff Booking Page. These links you can add in custom attributes of the exchange admin center and then use it in your signature template in Sigsync. Learn how to add custom attributes in EAC.

copy-link-to-staff-booking-page

Each of the Cogsworth meeting links has the same format, for example: https://www.cogsworth.com/title/aksjdh8934ralkjsr93lkjn39

Add the bold part in the custom attribute field.

Steps to add Cogsworth links in Signature:

  1. Login to Sigsync dashboard
  2. Add your Office 365 tenant to manage its signature (Not required if you have added before)
  3. Create your signature template using Sigsync Signature Generator

    generator-toolbar-icons

  4. Insert a suitable image into the image placeholder that represents the Cogsworth as shown and click the Save button.

    insert-image

  5. Click on the image added in the signature. Select Hyperlink in the Edit window that appears.

    select-hyperlink

  6. Add the https://www.cogsworth.com/title/aksjdh8934ralkjsr93lkjn39 in Href(Link) section. And add a placeholder custom attribute in the link and click on the Save button.

    add-and-save-link

    saved-link-insignature

This will give a link for the recipient to call the sender directly.

 

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