{"id":3869,"date":"2022-07-05T12:16:16","date_gmt":"2022-07-05T15:16:16","guid":{"rendered":"https:\/\/www.bybrand.io\/docs\/?post_type=ht_kb&#038;p=3869"},"modified":"2025-05-27T12:46:11","modified_gmt":"2025-05-27T15:46:11","slug":"zohodesk-departments","status":"publish","type":"ht_kb","link":"https:\/\/www.bybrand.io\/docs\/article\/zohodesk-departments\/","title":{"rendered":"Manage Zoho Desk agent&#8217;s signatures with automation"},"content":{"rendered":"\n<p>If you have numerous agents in Zoho Desk\u2014say, more than 15 staff members\u2014you 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 update email signature directly in the agent account;<\/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>This tutorial will show you the steps to manage email signatures using an automation with the <a href=\"https:\/\/www.bybrand.io\/integrations\/zohodesk\" target=\"_blank\" rel=\"noreferrer noopener\">Bybrand + Zoho Desk<\/a> integration.<\/p>\n\n\n\n<p><strong>Full video tutorial:<\/strong><\/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=\"How to Automatically Deploy Email Signatures in Zoho Desk\" width=\"1200\" height=\"675\" src=\"https:\/\/www.youtube.com\/embed\/eo-QTJCuEZk?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<h2 class=\"wp-block-heading\">Import from the Zoho Desk integration<\/h2>\n\n\n\n<p>For the following steps, we will assume that you already have the integration active in your account. However, if you haven&#8217;t activated it, check out this tutorial on how to do it.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.bybrand.io\/docs\/article\/zohodesk-integration\/\">Activating Zoho Desk integration<\/a>;<\/li>\n<\/ul>\n\n\n\n<p>Next, visit the <strong>Automation<\/strong> menu and create a new group to reflect the agent&#8217;s default email signature.<\/p>\n\n\n\n<p>Here&#8217;s an example of the import area:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"499\" src=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/07\/zohodesk-department-import-1024x499.png\" alt=\"Import from the Zoho Desk integration.\" class=\"wp-image-3861\" srcset=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/07\/zohodesk-department-import-1024x499.png 1024w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/07\/zohodesk-department-import-300x146.png 300w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/07\/zohodesk-department-import-768x374.png 768w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/07\/zohodesk-department-import-50x24.png 50w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/07\/zohodesk-department-import-60x29.png 60w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/07\/zohodesk-department-import-100x49.png 100w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/07\/zohodesk-department-import.png 1189w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>In the next step, select the types of agents you want to import:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>All agents;<\/li>\n\n\n\n<li>Confirmed only;<\/li>\n<\/ul>\n\n\n\n<p>In our example, we will select <strong>All agents<\/strong> and click to load. Then import selected.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"999\" height=\"578\" src=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/07\/zohodesk-department-load.png\" alt=\"Import selected agents from Zoho Desk\" class=\"wp-image-3862\" srcset=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/07\/zohodesk-department-load.png 999w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/07\/zohodesk-department-load-300x174.png 300w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/07\/zohodesk-department-load-768x444.png 768w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/07\/zohodesk-department-load-50x29.png 50w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/07\/zohodesk-department-load-60x35.png 60w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/07\/zohodesk-department-load-100x58.png 100w\" sizes=\"auto, (max-width: 999px) 100vw, 999px\" \/><\/figure>\n\n\n\n<p>After, you will then be taken to the second step, <strong>Associate a signature<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon\">Note that a dynamic email signature has integration placeholders. Read more about it here \u2013\u00a0<a href=\"https:\/\/www.bybrand.io\/docs\/article\/departments-email-signature\/\" target=\"_blank\" rel=\"noreferrer noopener\">How a dynamic signature works<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Defining an email signature for the agents<\/h2>\n\n\n\n<p>In the second step, you must define a default email signature for Zoho Desk support agents. Note that the signature must have the integration placeholders, which are:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>email<\/li>\n\n\n\n<li>firstName<\/li>\n\n\n\n<li>lastName<\/li>\n\n\n\n<li>fullName<\/li>\n\n\n\n<li>phone<\/li>\n\n\n\n<li>mobile<\/li>\n\n\n\n<li>extn<\/li>\n\n\n\n<li>aboutInfo<\/li>\n<\/ul>\n\n\n\n<p>To make our example easier, let&#8217;s choose a pre-created email signature. However, note that you can create your own with our <a href=\"https:\/\/www.bybrand.io\/editor\">editor<\/a>.<\/p>\n\n\n\n<p>Here we have an example:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"693\" src=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/07\/ZohoDeskAutomationSignature-1024x693.png\" alt=\"Setting an email signature for the agents\" class=\"wp-image-6261\" srcset=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/07\/ZohoDeskAutomationSignature-1024x693.png 1024w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/07\/ZohoDeskAutomationSignature-300x203.png 300w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/07\/ZohoDeskAutomationSignature-768x520.png 768w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/07\/ZohoDeskAutomationSignature-50x34.png 50w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/07\/ZohoDeskAutomationSignature-60x41.png 60w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/07\/ZohoDeskAutomationSignature-100x68.png 100w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/07\/ZohoDeskAutomationSignature.png 1071w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Pre-built signature for Zoho Desk.<\/figcaption><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>After selecting the signature, the Zoho Desk department 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<\/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 automatically update signatures directly in Zoho Desk.<\/p>\n\n\n\n<p>Here is an example of where the button is.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1178\" height=\"611\" src=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/02\/ZohoDeskBulkUpdate.png\" alt=\"Updating the email signature on the agent\" class=\"wp-image-6253\" srcset=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/02\/ZohoDeskBulkUpdate.png 1178w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/02\/ZohoDeskBulkUpdate-300x156.png 300w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/02\/ZohoDeskBulkUpdate-1024x531.png 1024w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/02\/ZohoDeskBulkUpdate-768x398.png 768w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/02\/ZohoDeskBulkUpdate-50x26.png 50w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/02\/ZohoDeskBulkUpdate-60x31.png 60w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/02\/ZohoDeskBulkUpdate-100x52.png 100w\" sizes=\"auto, (max-width: 1178px) 100vw, 1178px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Individual update<\/h3>\n\n\n\n<p>In addition, to update an individual in just one user, click the button&nbsp;Paste in email,&nbsp;and you will have the option to send the signature to the user.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1014\" height=\"626\" src=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/07\/zohodesk-department-individual.png\" alt=\"Individual update signature  to Zoho Desk agent\" class=\"wp-image-3865\" srcset=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/07\/zohodesk-department-individual.png 1014w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/07\/zohodesk-department-individual-300x185.png 300w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/07\/zohodesk-department-individual-768x474.png 768w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/07\/zohodesk-department-individual-50x31.png 50w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/07\/zohodesk-department-individual-60x37.png 60w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/07\/zohodesk-department-individual-100x62.png 100w\" sizes=\"auto, (max-width: 1014px) 100vw, 1014px\" \/><figcaption class=\"wp-element-caption\">Individual update button.<\/figcaption><\/figure>\n\n\n\n<p>In this part, you also have new features like sharing email signature publicly, copying the rendered code, and downloading the HTML signature.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>We will show you the steps to manage email signatures using automation with the Zoho Desk integration.<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[59],"ht-kb-tag":[],"class_list":["post-3869","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-zohodesk"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Manage Zoho Desk agent&#039;s signatures with automation - Bybrand<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.bybrand.io\/docs\/article\/zohodesk-departments\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Manage Zoho Desk agent&#039;s signatures with automation - Bybrand\" \/>\n<meta property=\"og:description\" content=\"We will show you the steps to manage email signatures using automation with the Zoho Desk integration.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.bybrand.io\/docs\/article\/zohodesk-departments\/\" \/>\n<meta property=\"og:site_name\" content=\"Bybrand\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/bybrandio\/\" \/>\n<meta property=\"article:modified_time\" content=\"2025-05-27T15:46:11+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/07\/zohodesk-department-import.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1189\" \/>\n\t<meta property=\"og:image:height\" content=\"579\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@bybrandio\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.bybrand.io\/docs\/article\/zohodesk-departments\/\",\"url\":\"https:\/\/www.bybrand.io\/docs\/article\/zohodesk-departments\/\",\"name\":\"Manage Zoho Desk agent's signatures with automation - Bybrand\",\"isPartOf\":{\"@id\":\"https:\/\/www.bybrand.io\/docs\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.bybrand.io\/docs\/article\/zohodesk-departments\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.bybrand.io\/docs\/article\/zohodesk-departments\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/07\/zohodesk-department-import-1024x499.png\",\"datePublished\":\"2022-07-05T15:16:16+00:00\",\"dateModified\":\"2025-05-27T15:46:11+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/www.bybrand.io\/docs\/article\/zohodesk-departments\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.bybrand.io\/docs\/article\/zohodesk-departments\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.bybrand.io\/docs\/article\/zohodesk-departments\/#primaryimage\",\"url\":\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/07\/zohodesk-department-import.png\",\"contentUrl\":\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/07\/zohodesk-department-import.png\",\"width\":1189,\"height\":579},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.bybrand.io\/docs\/article\/zohodesk-departments\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.bybrand.io\/docs\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Manage Zoho Desk agent&#8217;s signatures with automation\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.bybrand.io\/docs\/#website\",\"url\":\"https:\/\/www.bybrand.io\/docs\/\",\"name\":\"Bybrand - Knowledge base\",\"description\":\"Business Email Signature Manager for IT Managers, and Marketers\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.bybrand.io\/docs\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Manage Zoho Desk agent's signatures with automation - Bybrand","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.bybrand.io\/docs\/article\/zohodesk-departments\/","og_locale":"en_US","og_type":"article","og_title":"Manage Zoho Desk agent's signatures with automation - Bybrand","og_description":"We will show you the steps to manage email signatures using automation with the Zoho Desk integration.","og_url":"https:\/\/www.bybrand.io\/docs\/article\/zohodesk-departments\/","og_site_name":"Bybrand","article_publisher":"https:\/\/www.facebook.com\/bybrandio\/","article_modified_time":"2025-05-27T15:46:11+00:00","og_image":[{"width":1189,"height":579,"url":"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/07\/zohodesk-department-import.png","type":"image\/png"}],"twitter_card":"summary_large_image","twitter_site":"@bybrandio","twitter_misc":{"Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.bybrand.io\/docs\/article\/zohodesk-departments\/","url":"https:\/\/www.bybrand.io\/docs\/article\/zohodesk-departments\/","name":"Manage Zoho Desk agent's signatures with automation - Bybrand","isPartOf":{"@id":"https:\/\/www.bybrand.io\/docs\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.bybrand.io\/docs\/article\/zohodesk-departments\/#primaryimage"},"image":{"@id":"https:\/\/www.bybrand.io\/docs\/article\/zohodesk-departments\/#primaryimage"},"thumbnailUrl":"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/07\/zohodesk-department-import-1024x499.png","datePublished":"2022-07-05T15:16:16+00:00","dateModified":"2025-05-27T15:46:11+00:00","breadcrumb":{"@id":"https:\/\/www.bybrand.io\/docs\/article\/zohodesk-departments\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.bybrand.io\/docs\/article\/zohodesk-departments\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.bybrand.io\/docs\/article\/zohodesk-departments\/#primaryimage","url":"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/07\/zohodesk-department-import.png","contentUrl":"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2022\/07\/zohodesk-department-import.png","width":1189,"height":579},{"@type":"BreadcrumbList","@id":"https:\/\/www.bybrand.io\/docs\/article\/zohodesk-departments\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.bybrand.io\/docs\/"},{"@type":"ListItem","position":2,"name":"Manage Zoho Desk agent&#8217;s signatures with automation"}]},{"@type":"WebSite","@id":"https:\/\/www.bybrand.io\/docs\/#website","url":"https:\/\/www.bybrand.io\/docs\/","name":"Bybrand - Knowledge base","description":"Business Email Signature Manager for IT Managers, and Marketers","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.bybrand.io\/docs\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/www.bybrand.io\/docs\/wp-json\/wp\/v2\/ht-kb\/3869","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.bybrand.io\/docs\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/www.bybrand.io\/docs\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.bybrand.io\/docs\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bybrand.io\/docs\/wp-json\/wp\/v2\/comments?post=3869"}],"version-history":[{"count":19,"href":"https:\/\/www.bybrand.io\/docs\/wp-json\/wp\/v2\/ht-kb\/3869\/revisions"}],"predecessor-version":[{"id":6638,"href":"https:\/\/www.bybrand.io\/docs\/wp-json\/wp\/v2\/ht-kb\/3869\/revisions\/6638"}],"wp:attachment":[{"href":"https:\/\/www.bybrand.io\/docs\/wp-json\/wp\/v2\/media?parent=3869"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.bybrand.io\/docs\/wp-json\/wp\/v2\/ht-kb-category?post=3869"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.bybrand.io\/docs\/wp-json\/wp\/v2\/ht-kb-tag?post=3869"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}