Scenario

You are using Exclaimer Cloud and creating your email signature. You want to include dynamic content that uses fields to pull user details from Microsoft 365 and Google Workspace.

Resolution

The most obvious scenario is a person's name and contact information, but you can also use fields to define attributes for other content items, including social media icons. 

For example, you may want to define a signature that includes a Facebook icon. If the required URL for Facebook is always the same for everyone within the organization, you can enter it as-is. However, if the Facebook account varies according to the user, you can: 

• Use a Microsoft 365 user field to store the required Facebook account name for each user, or
  
  
• Use a Google Workspace user field to store the required Facebook account name for each user, then
  
  
• Specify this field in the Exclaimer Cloud signature

So, when the signature is generated, Exclaimer Cloud will pull Facebook account information from that field, just as it does for the contact information and so on.
For more information on Custom attributes, please see Custom attributes vs Additional Azure AD attributes.

Update Microsoft 365 user details

1. You need to decide which user details field will be used to hold the relevant social media account information (in this example, we're referring to Facebook).
   Microsoft 365 does not include social media fields for user accounts, so you need to designate an existing field for this purpose. 
   
   For example - here, we have selected the Fax field:
   
   
   
2. Once you have decided which field to use, enter the required social media account name for each user.
   The social media account name is the final part of your social media address. You can copy and paste the name from the address bar when accessing the relevant social media page.
   

   Or, as an alternative, copy the entire link and paste it into your chosen field and follow the steps below.

   For example:
   
   
   
3. In this example, the Facebook account name is Exclaimer, so we add it to the designated Fax field for the required users.
   
   For example:
   
   
   
4. Ensure that all user accounts are updated with the required social media account details.

Update Google Workspace details

You need to decide which user details field will be used to hold the relevant social media account information (in this example, we're referring to Facebook).
Google Workspace does not include social media fields for user accounts; however, you can create your own custom attribute field.

To create a custom attribute field:

- Sign in to your Google Admin console using your administrator account.

- Select Users from the Admin console Home Page.

- Open the user's account details page by clicking on their name.

- Select User information, then the Custom attribute fields section.

- Create your custom field and enter the user's information, then click save at the bottom right of the page.

Update Exclaimer Cloud Signature

1. Log in to Exclaimer Cloud (portal.exclaimer.com), launch your subscription, and open the required template.
   
   
2. Open the required signature template within the Signature Designer.
   
   
3. Select the social media icon that you wish to update. 
   For example:
   
   
   The properties for the selected icon are displayed on the right-hand pane.
   
   
4. Expand the Hyperlink option to view the link details of the selected icon.
   For example:
   
   
   
5. A default Destination URL is displayed for the selected icon (the company name is a common requirement, so this is used by default).
   
   Select and delete {CompanyName} and in its place, type an open curly bracket (after the forward-slash). For example: https://www.facebook.com/{
   
   This displays a list of all available attribute fields.
   For example:
   
   
   
6. Select the required attribute. In this scenario, we've selected {Fax}.
   This updates the Destination URL with the selected attribute at the end of the URL.
   
   For example:
   
   
   
7. If you have copied the entire link into a field, then you can replace the https://www.facebook.com/{CompanyName} with {Fax}
   
   For example:
   
   
   You can then change the visibility to match the field to make it ‘Dynamic’.
   
   
8. From the right-hand side, Properties pane, expand the Visibility section.
   
   For example:
   
   and:
    
   
   
9. Make sure you do a manual data synchronization to ensure that Exclaimer Cloud caches the updated details.
   
   When you send an email using this signature, information is pulled from the designated Microsoft 365 field, and the relevant social media web address is updated.
   
   Using this example, the word exclaimer is pulled from the Fax field and is added to the end of https://www.facebook.com/ - becoming https://www.facebook.com/exclaimer.