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Working with Attributes
The use of attributes in WiseStamp is designed to automate the process of creating personalized email signatures for your entire company. WiseStamp attributes allow you to populate signatures with details, links, and images dynamically. This topic guides you through the ins and outs of using attributes to make your email signatures smarter, more personalized, and more effective.
What are attributes?
Attributes are special information fields that can be added at both employee and company levels. These fields contain various types of data such as names, job titles, social media links, or images. Once these attributes are defined, they can be pulled into any email signature created with WiseStamp, saving time and ensuring consistency.
Practical example: Dynamic signature details
Let's say you've stored an employee's title as an attribute named employee.title
. In the WiseStamp editor, you can reference this attribute to dynamically populate that specific employee's signature. Whenever an email is sent from that particular account, WiseStamp automatically inserts the correct employee title into the signature.
This feature works similarly for other details, such as phone or social profiles, making it a powerful tool for customizing a multitude of email signatures across your organization.
Handling missing attributes
If an employee does not have a defined employee.title
attribute, WiseStamp accounts for these potential gaps, and the signature does not render that specific field.
Adding and editing attributes: Company and employee levels
Attributes are created from the Company details or Employee fields. After creating the attribute, you use them in your signatures.
By default, the following attributes are set in your WiseStamp account:
Company attributes
Attribute name | Attribute code (dev-mode) | Type |
Name | {{company.name}} | Text |
Website | {{company.website}} | Text |
Address | {{company.address}} | Text |
Phone | {{company.phone}} | Text |
Fax | {{company.fax}} | Text |
Logo | {{company.logo}} | Image |
Facebook link | {{company.facebook}} | Text |
Twitter link | {{company.twitter}} | Text |
Youtube link | {{company.youtube}} | Text |
Linkedin link | {{company.linkedin}} | Text |
Instagram link | {{company.instagram}} | Text |
Employee attributes
Attribute name | Attribute code (dev-mode) | Type |
Department (Groups) | {{employee.group}} | Text |
{{employee.email}} | Text | |
Name | {{employee.name}} | Text |
Phone | {{employee.phone}} | Text |
Extension | {{employee.extension}} | Text |
Mobile | {{employee.mobile}} | Text |
Pronouns | {{employee.pronouns}} | Text |
Photo | {{employee.photo}} | Image |
Facebook link | {{employee.facebook}} | Text |
Instagram link | {{employee.instagram}} | Text |
Linkedin link | {{employee.linkedin}} | Text |
Creating custom attributes
WiseStamp enables you to create as many attributes as you like. For example: Employee calendar link, addition photo, another phone, etc.
Adding custom company fields
- From the sidebar, click Company details. In the popup, go to the Custom company fields tab.
- Hover over Add company field and select the type of field you want to add (text, image or banner).
- In the popup, enter a name for the field and click Create field.
- Add the information to be contained in the field. For text types, enter the desired text. For image/banner fields, click Upload and upload an image.
- When you are finished, click Apply Changes.
Adding employee attributes
- From the sidebar, click Employee fields.
- At the bottom of the popup, click New Field and select the type of field you want to add (text, image or banner).
- In the popup, enter a name for the field and click Add field. The field is added to the Employee fields list (sorted in alphabetical order).
- If your domain is integrated with a corporate directory, you can match the custom field to data in the directory. If relevant, select the appropriate directory field. If this is not relevant, select None.
- If you selected a directory field in Step 3, the Overwrite checkbox is displayed. By default, Overwrite is not selected, so employees may upload the data they prefer. If you want the corporate directory data to override any manually uploaded data, select Overwrite.
- To enable your employees to upload data to this field, select Allow employee to edit. If Allow employee to edit is not selected, the data will not be imported and you will need to manually upload the data for your employees.
Use of attributes in a signature
If you want to use an attribute in a signature (for example, use the employee direct phone number instead of the company general phone), you can do this from the Signature Editor.
To view or change attributes in a signature:
- Open the Signature Editor for the signature you want to edit.
- On the Details tab, click the field you want to change and a list of suggested attributes is displayed.
- Select an attribute and click Apply Changes.
!note!Attributes can also be used in signature links (images, banners or apps).!/note!