Creating signature rules

You can create new signature rules to control how signatures are applied in your emails based on the fields in contact profiles. You can also perform a bulk mapping upload, which allows companies with large sales teams to easily manage their signature rules without any manual mapping. See Uploading and exporting mappings for signature rules for more information.

To create a new signature rule:

  1. Navigate to Assets An image of the Assets icon, which is represented by a black pencil. > Email Setup, then click Signature Rules.
  2. Click New in the upper-right corner.
  3. Configure the new rule's settings:

    An image of the Asset Settings window.

    • Name: Provide a name for the rule.
    • Default Sender: Select a default sender from the list of users. This is the sender (and sender information) that Oracle Eloqua uses when a contact (email recipient) does not map to one of your users based on the selected key field.
    • Set Key Field that defines Email Sender: Select the specific field that defines which contacts will be mapped with which users. Select either Contact Field, Custom Object Field, or Event Registration Field as the field type, then select the specific field by name.
    • Personalize Email Headers: Select or deselect email header check boxes. If selected, the signature rule pulls information from a sender's signature field information, and that information modifies the email header when the email is sent to a linked contact. Each selected check box modifies the email header in the following ways:
      • Sender Display Name: The sender name matches the user's Email Sender Display Name signature field.
      • Sender Display Address ("From'): The "From" address enables the use of the address in the Email Sender Address box, which is located in your user settings under General Info (Signature fields). If you enable this option, confirm that you have the desired address in your user settings.
      • Reply-To Display Name: The reply-to name enables the uses of the name specified in Email Sender Display Name which is located in your user settings under General Info (Signature fields). If you enable this option, confirm that you have the desired name in your user settings.
      • Reply-To Address: The reply-to address matches the address in the Email Reply-To Address signature field.

      If any check box is deselected, the email header instead uses default information in the email settings of the email asset (file). See step 5 of creating an email for more information on these settings.

      An image of the Email Details and Advanced sections. The From and Reply-To fields are highlighted by red arrows.

  4. Click Save.
  5. If you want to control access to the signature rule, click Actions An image of the Actions button, then select Permissions and set the permissions. See Setting component permissions for more information.
  6. Add the field values and email sender information for the signature rule. There are two ways to do this.
    • Manually add values: Click Add An image of the Add button. in the upper-right to add field values. Double-click each field to fill in the appropriate values, then press Enter.

      Example: One user is mapped as the sender for any contacts from "Toronto", while the other user is mapped as the sender for "New York" contacts.

      An image of an example of signature rule mapping.

    • Auto-fill values: Click Actions An image of the Actions button, then select Auto-fill Values. Your field values are automatically populated based on Oracle Eloqua contact data.

      Note: The Auto-fill values option is only available when you choose a contact field as the key value; it is not available for custom object fields or event registration fields.

      The auto-fill option looks at your contact database, and based on the Key Field that you defined in the rule, maps those contact field values to existing Oracle Eloqua users.

      Tip: Using auto-fill values is ideal for companies that have an exact match between the salesperson and the user field. For example, when using the Salesperson contact field, auto-fill values only maps direct matches. This can result in the need to manually edit numerous mappings when the match is not perfect.

    • Manually remove values: Click on a value, then click the An image of the Delete icon. to remove that value.
  7. Click Save.

After you finish:

Related

Signature rules

Managing signature rules

Emails

Configuring your user profile

Signature layouts