Automatic signature in notifications: Difference between revisions

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В ПланФиксе существует возможность добавлять личную подпись сотрудника и общую подпись группы сотрудников, которые работают от одного имени.
{{#seo:
|title=Automatic signature in notifications
|titlemode=append
|keywords=planfix, notifications, email
|description=Automatic signature in notifications
}}
Planfix gives you the ability to add a signature to messages addressed to external [[Contacts|contacts.]] There are four types of signatures, which cover a large number of use cases:


*[[#Personal signature of an employee, configurable in their card|Personal signature of an employee, configurable in their card]]
*[[#Personal signature of an employee at the level of external email addresses|Personal signature of an employee at the level of external email addresses]]
*[[#Group signature for employees, configurable at account level|Group signature for employees, configurable at account level]]
*[[#Personal signature of an employee, configurable for each of their external addresses|Personal signature of an employee, configurable for each of their external addresses]]
==Personal signature of an employee, configurable in their card==
In an [[Employees | employee's card]], in '''Edit mode''', there is a checkbox option for '''Add signature to notifications for external contacts''' under the expandable group '''Email'''. When you click the checkbox, a text block will appear where you can add your usual signature:


== Личная подпись ==
https://pic.planfix.ru/pf/6b/E9i6Xq.png
В личной карточке сотрудника в режиме '''Редактировать''' на вкладке '''Работа с e-mail''' расположен чекбокс '''Добавлять подпись к уведомлениям внешним контактам'''. Активировав его, вы увидите текстовый блок, в котором сможете добавить привычную для себя подпись:


https://pic.planfix.ru/pf/O9/EXE68N.png
This signature is used in the following cases:
*When notifications for external contacts are sent from an employee's internal Planfix email—that is, when an [[Sending emails from external mailboxes|external email addresses]] is not used.
*If notifications for external contacts are sent from an external email address ([[Employee external email address settings|personal]] or [[Company external email address settings|company]]) but a signature isn't set at the address level (see below).
==Personal signature of an employee at the level of external email addresses==
Planfix lets employees add one or more [[Employee external email address settings|external email addresses]] they can use to send emails to external contacts, depending on the project or other conditions. Each of these email addresses can have its own signature:
https://pic.planfix.ru/pf/DJ/HUlqjT.png


== Общая подпись ==
These signatures will be used only when sending notifications from these email addresses.


В некоторых случаях нужно, чтобы определенные сотрудники аккаунта взаимодействовали с внешним миром через один адрес электронной почты и для них добавлялась одна универсальная подпись. Например, часто такой подход используется при организации работы службы поддержки – пользователь работает с обезличенным оператором и не привязан к конкретным сотрудникам.
==Group signature for employees, configurable at account level==
Sometimes certain employees from one account need to interact with people outside Planfix using a single email address. An all-purpose signature is added for those employees. This approach is often used when organizing a support team's work. Customers work with anonymous technicians and are not bound to any specific employee.


In this case, if notifications are sent to external contacts using a Planfix email address, the signature for these emails can be set in '''Account management / Email / Outgoing messages / Signature in notifications''':
https://pic.planfix.ru/pf/d4/AYbvS4.png


Настраивается общая подпись в [[Аккаунт | управлении аккаунтом]]. Сделать это может только его владелец. На вкладке '''Работа с e-mail''' расположен чекбокс '''Добавлять подпись к уведомлениям внешним контактам''':
*'''If signatures are set both at the account level and in a specific user's card, the settings at the user level will be applied''' (first scenario in the help section). This makes it possible to use a general signature for one group of employees in an account (by setting it at the account level) and personal signatures for another group of employees (by setting them in the [[Employees | employees']] personal cards).
*Note that an auto-signature configured at account level will be added to an email if the '''Add signature to notifications for external contacts''' checkbox is selected in the email template.


https://pic.planfix.ru/pf/SJ/rEgQaA.png
==Personal signature of an employee, configurable for each of their external addresses==
If, in the situation described above, you need to send email notifications from [[Company external email address settings|external company email addresses]], you can add the signatures in the settings for each email address:


https://pic.planfix.ru/pf/Zz/Q4KZKX.png


После его активации становится доступен текстовый блок для задания общей подписи.
These signatures will be used only when sending notifications from these email addresses.


==Images in signatures==
To add an image or logo to a signature, you must open the public domain image in a new browser tab and drag it into your signature in edit mode. The image will be inserted as a link to the third-party resource, so it must be a public domain image.
==Important==
*Only paid and premium accounts can use automatic signatures. Users with the free plan cannot use them.
*These features will be available for new Planfix accounts during trial periods so new users can test them out. If an account switches to the free plan after their trial period, emails will switch to being sent without signatures.


== Важно ==
*'''Если подписи настроены и на уровне аккаунта, и на уровне конкретного пользователя, то сработают настройки на уровне пользователя.''' Это дает возможность в одном аккаунте для части сотрудников использовать общую подпись (настроив ее на уровне аккаунта), а для другой части – личные подписи (настроив их в личных карточках сотрудников).
*'''Использование автоматических подписей возможно только для платных и премиум-аккаунтов.''' Пользователи на бесплатном пакете пользоваться ими не смогут.
*'''Для новых аккаунтов ПланФикса эти возможности будут доступны в течение пробного периода''', так что они смогут протестировать их применение для своей ситуации. Если после окончания пробного периода аккаунт перейдет на бесплатный пакет, письма начнут отправляться без подписи.


 
== Go To ==
 
*[[Configuring outgoing mail]]
== Go to ==
 
 
*[[Setup of outgoing mail]]
*[[Work in Planfix by means of email]]
*[[Work in Planfix by means of email]]

Latest revision as of 11:38, 6 December 2024

Planfix gives you the ability to add a signature to messages addressed to external contacts. There are four types of signatures, which cover a large number of use cases:

Personal signature of an employee, configurable in their card

In an employee's card, in Edit mode, there is a checkbox option for Add signature to notifications for external contacts under the expandable group Email. When you click the checkbox, a text block will appear where you can add your usual signature:

E9i6Xq.png

This signature is used in the following cases:

  • When notifications for external contacts are sent from an employee's internal Planfix email—that is, when an external email addresses is not used.
  • If notifications for external contacts are sent from an external email address (personal or company) but a signature isn't set at the address level (see below).

Personal signature of an employee at the level of external email addresses

Planfix lets employees add one or more external email addresses they can use to send emails to external contacts, depending on the project or other conditions. Each of these email addresses can have its own signature:

HUlqjT.png

These signatures will be used only when sending notifications from these email addresses.

Group signature for employees, configurable at account level

Sometimes certain employees from one account need to interact with people outside Planfix using a single email address. An all-purpose signature is added for those employees. This approach is often used when organizing a support team's work. Customers work with anonymous technicians and are not bound to any specific employee.

In this case, if notifications are sent to external contacts using a Planfix email address, the signature for these emails can be set in Account management / Email / Outgoing messages / Signature in notifications:

AYbvS4.png

  • If signatures are set both at the account level and in a specific user's card, the settings at the user level will be applied (first scenario in the help section). This makes it possible to use a general signature for one group of employees in an account (by setting it at the account level) and personal signatures for another group of employees (by setting them in the employees' personal cards).
  • Note that an auto-signature configured at account level will be added to an email if the Add signature to notifications for external contacts checkbox is selected in the email template.

Personal signature of an employee, configurable for each of their external addresses

If, in the situation described above, you need to send email notifications from external company email addresses, you can add the signatures in the settings for each email address:

Q4KZKX.png

These signatures will be used only when sending notifications from these email addresses.

Images in signatures

To add an image or logo to a signature, you must open the public domain image in a new browser tab and drag it into your signature in edit mode. The image will be inserted as a link to the third-party resource, so it must be a public domain image.

Important

  • Only paid and premium accounts can use automatic signatures. Users with the free plan cannot use them.
  • These features will be available for new Planfix accounts during trial periods so new users can test them out. If an account switches to the free plan after their trial period, emails will switch to being sent without signatures.


Go To