Multiple email signature

Hi margaux.bugante​  & kim.taylor​ , there are a couple of ways you could condition which signature  appears for a particular user - I've listed a few ideas below. 

In both use cases it may be possible to add conditional coding to the signature to determine which one is used.

margaux.bugante​ , when you say hybrid roles - do you mean across different businesses or just different roles in the same business? (e.g. paraplanner and CSM?) For the latter, it may be as simple as updating a user's job title to include both roles (Paraplanner and Client Services Manager)

Here are a few ways you may be able to manage multiple signatures:

• Recipient User Group: If recipients are primarily associated with a single user group, you could implement logic that applies a specific signature based on that group. For example, "if recipient user group is 'X', use Signature A; otherwise, use Signature B."
• Client's Adviser: Base the signature on the client's assigned adviser. This means "if the client's adviser is in user group 'Y', use Signature C; otherwise, use Signature D."
• "Override From Address" with Dynamic Roles: Leverage the "Override From Address" function. If branding is tied to the client's adviser, you can override the sender's address with the adviser's email. You could also add a line like "Courtney Youngblutt on behalf of" above the adviser's signature. Code the adviser's signature using dynamic fields (e.g., <:=$sender.first_name:> <:=$sender.last_name:>) to automatically pull their details when the override is applied.

If these suggestions don't quite fit your situation, please provide more details on why, and I can think about possible other solutions.

 I've also shared your feedback with our product team regarding the ability to easily switch between email signatures, as I understand my current suggestions might not be ideal for complex use cases.