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Rules and campaigns

How Signed decides who gets which signature

The one decision Signed makes on every email: which signature to use. Here is the logic, in order.

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  • Rules

There is exactly one signature per person per email. Rules decide which, and the logic is deliberately simple so you can always explain the result.

The logic

  1. Collect every rule that matches this person. A rule matches on one thing: a named person, a department, or an email domain.
  2. Sort the matches by priority, highest first.
  3. The highest priority match wins. Everything else is ignored, even if it also matched.
  4. If nothing matches, the person gets your default signature.
Four rules in priority order: a named person, a department, an email domain, and the fallback everyone else gets.

Note: The fallback is not a rule you have to create. It is simply the default signature, and it always applies to anyone not caught above it.

The three match types

What a rule can match on
Match onUse it forExample
PersonOne individual, usually an exceptionAmelia Hart
DepartmentA whole team sharing a designSales
Email domainA location or a brand, however people are groupedhaldenrowe.ie

Domain is often the tidiest way to split by office, because it does not depend on anyone maintaining a department correctly. Use whichever of the two your directory already gets right.

A worked example

Say you have these rules, in this priority order:

  • Priority 30: person is Amelia Hart, use Leadership
  • Priority 20: department is Sales, use Sales with offer
  • Priority 10: domain is haldenrowe.ie, use Ireland office
  • Default: Company standard

Now walk through four people:

Who gets what, and why
PersonSignatureBecause
Amelia Hart, Operations, .co.ukLeadershipThe named-person rule matched at priority 30
Tom Reid, Sales, .co.ukSales with offerDepartment matched at 20, nothing higher matched
Niamh Byrne, Design, .ieIreland officeDomain matched at 10, nothing higher matched
Raj Patel, Design, .co.ukCompany standardNothing matched, so the default applies

Tip: Number your priorities in tens. It leaves room to slot a rule in later without renumbering everything.

The reach count on each signature tells you how many people a change will affect.

What happens when two rules tie

Two rules with the same priority and the same match can both be true. Signed settles it the same way every time, so a result never flickers between emails. If you find yourself relying on that, give the rules different priorities instead: it makes the intent obvious to whoever reads them next.

Common questions

Can a rule match two things at once, like Sales plus Ireland?

No. A rule matches one thing. To cover Sales in Ireland, add a rule for the Ireland domain at a higher priority and a rule for Sales below it, or use the domain rule alone if that is enough.

Do rules apply to campaign banners?

Not directly. A campaign has its own audience setting, which can be everyone or one department. See Run a campaign banner.

Something here out of date, or a step that did not work? Tell us and we will fix the article. Every page is checked against the running product, so corrections are welcome.