Signature Recipients

How to access it

To access the Recipients tab:

1. From the menu pane, select Signatures. Next to your signature, select Manage Rules.
   This opens the Manage screen.
   
2. Select the Recipients tab.
   
   
   _{Select the Recipients tab.}

Defining which recipient(s) this signature applies to

To define recipients for the selected signature:

To set the type of recipient

The Type of Recipient options apply a signature to recipients based on their internal or external organization status.

To select the type of recipient for the selected signature:

1. Under Type of recipient, select either:
   
   All Recipients (Internal and External): The signature is applied to all recipients.
   
   OR
   
   Internal Only: The signature is applied only to recipients within your organization.
   
   OR
   
   External Only: The signature is applied only to recipients outside your organization.
   
   
   _{The recipient type options are found in the Type of Recipient section. These options are processed before any optional inclusions are exclusions applied.}
   
   
2. In the unsaved changes banner, select Save to apply your rules, or select Cancel to revert all changes.

Under Optional inclusions and exclusions, you can set further rules to refine your choice of recipients.

To set included or excluded recipients for the selected signature, select an option below to view the related instructions.

Inclusions

To include the selected signature on the email addresses of specific recipients or domains:

3. Select Add Inclusion to enable the entry field.
   
   
   _{Add an Inclusion to include a specific recipient.}
   
   Enter a recipient's email address or @domain name.

4. Select Add Inclusion to add another email address or domain.
   
5. Select the bin icon to delete an email address or domain.
   
6. In the unsaved changes banner, select Save to apply your rules, or select Cancel to revert all changes.
   

Include Salesforce Lists

To include the selected signature in recipient lists synced from your Salesforce account:

7. Select Add Salesforce List to enable the entry field. Available lists synchronized from Salesforce are: Contact, Account, and Opportunity lists.
   If your Salesforce account has not been configured with Exclaimer, then the Configure Salesforce Integrationbutton is displayed. Select to configure it.
   
   
   _{Add a Salesforce list to include all contacts on the list to the recipients.}
   
   
8. Enter the name of your Salesforce list. Use the Add Saleforce List button to add another list.
   
9. Select the bin icon to delete a list.
   
10. In the unsaved changes banner, select Save to apply your rules, or select Cancel to revert all changes.

Include HubSpot Lists

To include the selected signature in the recipients list from the HubSpot account:

11. Select Add HubSpot list to enable the entry field.
    
    
    _{Select the recipient from the list synchronized from the HubSpot CRM.}
    
    
12. Select the recipient from the list synchronized from the HubSpot CRM. Use the Add HubSpot list button to add another list.
    
13. Select the bin icon to delete a list.
    
14. In the unsaved changes banner, select Save to apply your rules, or select Cancel to revert all changes.

Exclusions

To exclude the selected signature from the email addresses of specific recipients or domains:

15. Select Add Exclusion to enable the text box.
    
    
    _{Add an Exclusion to stop a specific user from receiving the signature.}
    

16. Enter a recipient's email address or @domain name.

17. Select Add Exclusion to add another email address or domain.
    
18. Select the bin icon to delete an email address or domain.
    
19. In the unsaved changes banner, select Save to apply your rules, or select Cancel to revert all changes.