Creating a Seasonal Promotion Banner

You can use rules in Crossware to apply promotional banners or seasonal content to email signatures. Rules work as simple TRUE/FALSE conditions and can be based on dates, message type, or user groups.


Creating a Rule

  1. In the Admin section, go to Rules and click Create New.

  2. Enter a Rule Name and optional Description.

  3. Choose Rule Builder.

  4. Click Add Condition.

    • For a December campaign:

      • Select CriteriaMonth of Year.

      • Select ConditionEquals.

      • Enter ValueDecember.

  5. Confirm the rule logic displayed in the Rule Text window.

  6. Save the Rule.

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Applying the Rule to a Signature Block

  1. Open the signature block you want to use for December.

  2. In the Applies to section, click Change.

  3. From the drop-down, select Rule.

  4. Choose your newly created December Rule.

  5. Click Save to apply the changes.

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Your promotional banner will now automatically appear only when the condition is met (e.g., during December).