{"id":2608,"date":"2021-05-25T15:09:34","date_gmt":"2021-05-25T18:09:34","guid":{"rendered":"https:\/\/www.bybrand.io\/docs\/?post_type=ht_kb&#038;p=2608"},"modified":"2025-05-27T16:52:41","modified_gmt":"2025-05-27T19:52:41","slug":"freshdesk-departments","status":"publish","type":"ht_kb","link":"https:\/\/www.bybrand.io\/docs\/article\/freshdesk-departments\/","title":{"rendered":"Manage email signatures for Freshdesk agents with automation"},"content":{"rendered":"\n<p>If your company has numerous help desk agents, let&#8217;s say, more than 10 on the team. You may want to manage email signatures using the Automation feature.<\/p>\n\n\n\n<p>In addition, it will have features that will avoid manual and repetitive tasks such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Bulk updates;<\/li>\n\n\n\n<li>Placeholders fields;<\/li>\n\n\n\n<li>Automatic creation of email signatures;<\/li>\n<\/ul>\n\n\n\n<p>In this step-by-step tutorial, we will show you how to manage email signatures using an automation. Or watch the <a href=\"#video-tutorial\">video tutorial here<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Import from Freshdesk integration<\/h2>\n\n\n\n<p>For the following steps, we will assume that you already have the integration active in your account. If you have not yet activated it, see this tutorial to do so.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.bybrand.io\/docs\/article\/freshdesk-integration\/\" target=\"_blank\" rel=\"noreferrer noopener\">Active Freshdesk integration<\/a>.<\/li>\n<\/ul>\n\n\n\n<p>Then, visit the <strong>Automation<\/strong> menu and create a new automation that will represent the default email signature for agents.<\/p>\n\n\n\n<p>See an example of the import section:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1006\" height=\"530\" src=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/05\/freshdesk-department1.png\" alt=\"Import from Freshdesk integration\" class=\"wp-image-2586\" srcset=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/05\/freshdesk-department1.png 1006w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/05\/freshdesk-department1-300x158.png 300w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/05\/freshdesk-department1-768x405.png 768w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/05\/freshdesk-department1-50x26.png 50w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/05\/freshdesk-department1-60x32.png 60w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/05\/freshdesk-department1-100x53.png 100w\" sizes=\"auto, (max-width: 1006px) 100vw, 1006px\" \/><\/figure>\n\n\n\n<p>In the next step, select the type of agent you want to import:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Fulltime<\/li>\n\n\n\n<li>Occasional<\/li>\n<\/ul>\n\n\n\n<p>In our example, we are going to select <strong>Fulltime<\/strong> and import all agents.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"412\" src=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/05\/freshdesk-department2-1024x412.png\" alt=\"Import Freshdesk agents\" class=\"wp-image-2587\" srcset=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/05\/freshdesk-department2-1024x412.png 1024w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/05\/freshdesk-department2-300x121.png 300w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/05\/freshdesk-department2-768x309.png 768w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/05\/freshdesk-department2-50x20.png 50w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/05\/freshdesk-department2-60x24.png 60w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/05\/freshdesk-department2-100x40.png 100w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/05\/freshdesk-department2.png 1196w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Next, you will be redirected to the second step, which is to <strong>Associate a signature<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Set an email signature for the agents<\/h2>\n\n\n\n<p>In the second step, you must define a standard email signature for the help desk agents. Note that the signature must have the Freshdesk integration placeholders, which are:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>name<\/li>\n\n\n\n<li>email<\/li>\n\n\n\n<li>jobTitle<\/li>\n\n\n\n<li>mobile<\/li>\n\n\n\n<li>phone<\/li>\n<\/ul>\n\n\n\n<p>To facilitate our example, let&#8217;s choose a pre-created email signature. However, please note that you can create your own with our <a href=\"https:\/\/www.bybrand.io\/editor\" target=\"_blank\" rel=\"noreferrer noopener\">editor<\/a>.<\/p>\n\n\n\n<p>Here we have an example:<\/p>\n\n\n\n<div class=\"wp-block-ht-blocks-image hb-magnify\"><div class=\"hb-magnify__large\"><\/div><img decoding=\"async\" class=\"hb-magnify__small\" src=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/05\/freshdesk-department3-1.png\" width=\"720\"\/><\/div>\n\n\n\n<p>After selecting the signature, the steps will be complete, and all agents will have a standard email signature.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Updating the email signature on the agent&#8217;s account<\/h2>\n\n\n\n<p>Now comes the best part.<\/p>\n\n\n\n<p>You can use the <strong>Bulk update<\/strong> feature to update signatures directly in Freshdesk automatically.<\/p>\n\n\n\n<p>Here is an example of where the button is located.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"835\" height=\"433\" src=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2025\/05\/ZohoDeskBulkUpdate-edited.png\" alt=\"Bulk-update email signature.\" class=\"wp-image-6604\" srcset=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2025\/05\/ZohoDeskBulkUpdate-edited.png 835w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2025\/05\/ZohoDeskBulkUpdate-edited-300x156.png 300w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2025\/05\/ZohoDeskBulkUpdate-edited-768x398.png 768w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2025\/05\/ZohoDeskBulkUpdate-edited-50x26.png 50w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2025\/05\/ZohoDeskBulkUpdate-edited-60x31.png 60w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2025\/05\/ZohoDeskBulkUpdate-edited-100x52.png 100w\" sizes=\"auto, (max-width: 835px) 100vw, 835px\" \/><\/figure>\n\n\n\n<p>To update individually, click on the button, <strong>Paste in email<\/strong> in the employees list.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"video-tutorial\">Video tutorial<\/h2>\n\n\n\n<p>As promised, here is a complete video with the steps above.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Email signatures manager for Freshdesk - complete guide\" width=\"1200\" height=\"675\" src=\"https:\/\/www.youtube.com\/embed\/Ls9BHxf0K4c?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>Any questions, please consider using the form on the side to get in touch.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to manage many email signatures for Freshdesk agents with automation.<\/p>\n","protected":false},"author":1,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[58],"ht-kb-tag":[],"class_list":["post-2608","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-freshdesk"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - 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