Getting started
Jan Moravec avatar
Written by Jan Moravec
Updated over a week ago

We believe that SignatureSatori is pretty self-explanatory but you might still feel a little overwhelmed at the beginning, especially if you took over an account that has been already set by somebody else. The following list of terms we use in the app and on this Help site should ease you the orientation and work as a crossroad between the articles explaining the many features SignatureSatori offers.

Users

Users are loaded from your G Suite account. You can edit their data directly in SignatureSatori in Users & Set-up but we advise to keep as much information as possible in G Suite.

User groups

We synchronize information about User groups from your G Suite Organizational units settings.
You can customize these Groups directly in SignatureSatori based on your needs.

Signature templates

When you have your Users and User groups ready and set, you can prepare your templates in section Signatures.
You can use one from our templates or use your own code.

Credit or Subscription

We offer two payment modes - Subscription and Credits. If you're not familiar with their specifics, please have a look at this brief description to find out which one suits better your needs.

Marketing

You can use your signature for marketing purposes.
Marketing section gives you an option to add image banners, latest blogposts, tweets or Eventbrite events to your signature. Please follow How to add marketing Sets and Campaigns and How to configure external sources.

Marketing campaigns work best with the Subscription mode.

Set signatures to users

If you want to actually apply the signatures you have prepared, the last but crucial step is to set them (the equivalent term we sometimes use is to 'push the signatures').

While this happens automatically for users in Subscription during the regular synchronization time, you need to do it manually for users in Credit mode.
It's a quick procedure described in detail in this dedicated article.

New data reload

If you want to load new data to SignatureSatori (Deleted or New users, user data from G Suite, etc.) please follow What is the difference between refresh modes?


Another question? Please search for answers on the top of this screen or contact us via chat in the left bottom corner.

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