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Rules

Rules in Crossware allow you to control when and how signatures, blocks, or content appear. They work by returning a true or false result based on conditions you define.

What Rules Can Do

  • Target by audience

    • Show one disclaimer for external recipients and another for internal emails.

  • Apply seasonal or campaign content

    • Automatically display a Christmas banner in December or a Valentine’s promotion during February.

  • Customise by department or group

    • Apply different logos, colours, or layouts depending on whether the sender is in Sales, Finance, HR, etc.

  • Restrict by user attributes

    • Use fields such as job title, location, or email address to decide who sees a signature.

  • Date and time control

    • Run a specific banner or signature only within a set date range.

  • Advanced logic with scripts

    • Write custom C# scripts for more complex scenarios, giving you full flexibility.

Creating a Rule

  1. Sign in to the Crossware Portal and navigate to the Rules section.

  2. Click Create Rule.

  3. Fill in the fields:

    • Rule Name – a descriptive name to identify the rule later

    • Description – optional notes.

  4. Choose your conditions:

    • Date tab – pick a day of the week, month, or date range.
      Note: Month and date range can't be used together

    • Email tab – choose internal/external emails, specific senders or groups, or subject keyword

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  1. For more advanced scenarios, use the Custom tab to add your own C# logic.

  2. Click Save & Close.

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Applying Rule to a Signature

  1. Go to Signatures in the Crossware Portal.

  2. Select the signature you wish to use and click Edit.

  3. Under the Server-side option, click Select assignment.

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  1. From the available options, choose Rules.

  2. Use the drop-down menu to select the rule you previously created and click Add Rule.

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  1. Click SAVE & CLOSE.

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Applying Rule to a Signature Block

  1. Go to Blocks in the Crossware Portal.

  2. Select the block you wish to use and click Edit.

  3. Click Settings.

  4. Under Who is this block for?, select More options.

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  1. Click Rule.

  2. Select Select a rule, then choose the rule you previously created from the drop-down list.

  3. Click SAVE & CLOSE.

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Use of Rules