Content blocks can dynamically add the correct staff signature to a Deliver mailing. This is useful when one message should come from a recipient's assigned staff member, counselor, advisor, or another staff contact without maintaining separate mailings for each staff member.
A staff signature content block uses two pieces of configuration:
A content block key that groups the staff signature snippets, such as
staff_signature.A recipient list export that returns a value matching one of the content block codes, such as the assigned staff member's username, email address, or full name.
🔑 Required Permissions: Deliver Content Blocks
A user who creates or edits the mailing recipient list also needs the appropriate Deliver and Query permissions for that mailing.
Before you begin
Decide which field will control the signature. The field should return a consistent value for each recipient, such as a staff username, staff email address, or staff assignment name. The content block code values must match that export output exactly.
⭐ Best practice
Use a stable value, such as a username or email address, for the content block code value. Staff display names can change, and string content block values are case-sensitive.
Creating the staff signature content blocks
Create one content block key for the signature set, then add one code for each staff member whose signature should be available.
Go to Deliver → Content Blocks.
Select New Key.
Configure the following settings:
Key: Enter a computer-friendly key, such as
staff_signature. Do not include spaces or special characters.Folder: Select an existing folder, or select Other and enter a folder name.
Type: Select String (Discrete Values) when the signature should match a staff username, email address, or other exact text value.
Default Snippet: Optional. Add a general office signature or fallback contact information for recipients whose staff value does not match any code.
Select Save.
Select New Code.
Configure the following settings:
Status: Select Active.
Value: Enter the exact value that the mailing recipient list export will return for this staff member, such as
jriveraorjrivera@example.edu.Snippet: Create the staff member's signature in the WYSIWYG editor. Include the name, title, contact details, and any approved image or branding that belongs in the signature.
Select Save.
Repeat steps to create a new code for each staff member.
Adding the staff export to a mailing
The mailing recipient list must include the export that determines which content block code appears for each recipient.
Open the Deliver mailing that will use staff signatures.
Select Edit Recipient Lists.
Select an existing recipient list to edit it, or select New Query to create a recipient list.
If you are editing an existing recipient list, select Edit Query.
Select Export and add the field that identifies the correct staff member for each recipient.
Rename the export to a short, readable name, such as
staff_assigned.Confirm that the export returns values that match the content block code values.
Configure any filters needed for the mailing recipient list and save the query.
📝 Note
If a content block includes merge fields, those merge fields must also be available as exports for the mailing. The export names in the recipient list must match the merge field names used inside the content block. Spaces in export names are converted to hyphens in merge fields.
Inserting the signature in the message
After the recipient list includes the staff export, insert the content block merge field where the signature should appear in the message body.
Return to the mailing and select Edit Message.
Place the cursor where the staff signature should appear.
Enter the content block merge field using this format:
{{EXPORT-NAME | block: "KEY OF CONTENT BLOCK"}}Replace
EXPORT-NAMEwith the mailing export that returns the staff value.Replace
KEY OF CONTENT BLOCKwith the content block key.Select Save.
For example, if the export is staff_assigned and the content block key is staff_signature, enter:
{{staff_assigned | block: "staff_signature"}}📝 Note
Do not populate a mailing's CC field, recipient line, or subject line with a content block. Use a translation code or Liquid markup instead.
Testing the signature
Preview the message with sample recipients before sending the mailing.
In the mailing editor, select Display Sample Message.
Select sample recipients with different staff assignment values.
Confirm that each sample message shows the expected staff signature.
Test at least one recipient whose staff value does not match a code, especially if the content block key includes a default snippet.
If the signature does not appear, confirm that the recipient list export returns the expected value and that the value exactly matches an active content block code.