{"id":4723,"date":"2023-08-01T10:43:40","date_gmt":"2023-08-01T13:43:40","guid":{"rendered":"https:\/\/www.bybrand.io\/docs\/?post_type=ht_kb&#038;p=4723"},"modified":"2025-05-27T18:30:49","modified_gmt":"2025-05-27T21:30:49","slug":"managing-placeholders","status":"publish","type":"ht_kb","link":"https:\/\/www.bybrand.io\/docs\/article\/managing-placeholders\/","title":{"rendered":"Managing placeholders"},"content":{"rendered":"\n<p>In this quick tutorial, you will learn how to add and remove placeholders for a dynamic email signature in an automation.<\/p>\n\n\n\n<p>These placeholders will be automatically filled with the information of the listed employees. This helps you create standardized email signatures quickly and efficiently.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Select the automation<\/h2>\n\n\n\n<p>On the homepage, select the automation for which you want to add or remove placeholders for the email signature.<\/p>\n\n\n\n<p>Visit the <strong>Automation<\/strong> menu, click on the gear icon <strong>Settings<\/strong> (\u2699\ufe0f). Then click <strong>Manage<\/strong> placeholders.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"647\" src=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/placeholdersManager1-1024x647.png\" alt=\"Managing placeholders\" class=\"wp-image-4708\" srcset=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/placeholdersManager1-1024x647.png 1024w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/placeholdersManager1-300x189.png 300w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/placeholdersManager1-768x485.png 768w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/placeholdersManager1-50x32.png 50w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/placeholdersManager1-60x38.png 60w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/placeholdersManager1-100x63.png 100w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/placeholdersManager1.png 1180w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Add placeholders<\/h2>\n\n\n\n<p>In this part, you can add or remove placeholders. By doing so, these fields will be available in the employee&#8217;s profile when you click on <strong>Edit<\/strong>, in the employee list. (see next section &#8211; <em>Filling in placeholders manually<\/em>)<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"444\" src=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/placeholdersManager2-1024x444.png\" alt=\"Add placeholders\" class=\"wp-image-4709\" srcset=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/placeholdersManager2-1024x444.png 1024w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/placeholdersManager2-300x130.png 300w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/placeholdersManager2-768x333.png 768w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/placeholdersManager2-50x22.png 50w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/placeholdersManager2-60x26.png 60w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/placeholdersManager2-100x43.png 100w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/placeholdersManager2.png 1174w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>But note that some integrations, have fixed fields. So they cannot be removed. For example, the integration with <a href=\"https:\/\/www.bybrand.io\/integrations\/workspace\" target=\"_blank\" rel=\"noreferrer noopener\">Google Workspace<\/a> and <a href=\"https:\/\/www.bybrand.io\/integrations\/freshdesk\" target=\"_blank\" rel=\"noreferrer noopener\">Freshdesk<\/a>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"580\" src=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/placeholdersManager4-1024x580.png\" alt=\"Static placeholders\" class=\"wp-image-4714\" srcset=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/placeholdersManager4-1024x580.png 1024w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/placeholdersManager4-300x170.png 300w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/placeholdersManager4-768x435.png 768w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/placeholdersManager4-50x28.png 50w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/placeholdersManager4-60x34.png 60w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/placeholdersManager4-100x57.png 100w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/placeholdersManager4.png 1175w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Filling the placeholders manually<\/h2>\n\n\n\n<p>After adding a placeholder, you will need to fill in the data for each employee. Visit the employee list, and click the <strong>Edit<\/strong> button.<\/p>\n\n\n\n<p>In this quick video, you can see that you can add a face photo of the employee manually. All the fields added in the automation will be listed in this part.<\/p>\n\n\n\n<figure class=\"wp-block-video\"><video controls src=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/add-employee-photo-manually.mp4\"><\/video><\/figure>\n\n\n\n<p>Changing employees can be quick if you use this option.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"482\" src=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/placeholdersManager3-1024x482.png\" alt=\"Load another employee\" class=\"wp-image-4712\" srcset=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/placeholdersManager3-1024x482.png 1024w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/placeholdersManager3-300x141.png 300w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/placeholdersManager3-768x362.png 768w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/placeholdersManager3-50x24.png 50w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/placeholdersManager3-60x28.png 60w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/placeholdersManager3-100x47.png 100w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/placeholdersManager3.png 1181w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Load another employee.<\/figcaption><\/figure>\n\n\n\n<p>The field accepts any type of information, be it numeric, URL or normal text.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Video tutorial<\/h2>\n\n\n\n<p>In this quick video, we will watch how to list and use placeholders in email signatures.<\/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=\"Knowing how to add signature placeholders in an automation group\" width=\"1200\" height=\"675\" src=\"https:\/\/www.youtube.com\/embed\/_yRgcxBCRqI?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","protected":false},"excerpt":{"rendered":"<p>You will learn how to add and remove placeholders for a dynamic email signature in the automation.<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[62],"ht-kb-tag":[],"class_list":["post-4723","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-automation"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - 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