User guide

Mailtiv portal guide

In short

In the portal you design signatures or upload your own HTML, assign them to signature groups, departments and domains, schedule campaigns and manage user roles. Each person gets one signature: their signature group first, then their department, then the company signature for their domain; a running campaign overrides it.

The portal is at my.mailtiv.com. What you see depends on your role (see roles). The portal is available in English and Turkish; change the language from the top bar.

Dashboard

Your starting point:

The Mailtiv dashboard for an Admin
The Mailtiv dashboard for an Admin

Company Assets

Details you set once and reuse in every signature:

Several brands or domains: choose a domain at the top to set different assets for it. Anything you don't change is taken from Default (all domains).

Changes show up in signatures the next time a signature that uses them is saved.

Company Assets with social links, company profile, disclaimer and logo slots
Company Assets with social links, company profile, disclaimer and logo slots

Design Email Signature

  1. Open Template gallery and choose a starting point. There are 16 Outlook-safe templates, shown with your own details.
  2. Edit in the Design tab, or switch to HTML if you prefer code.
  3. Use Insert placeholder to add each person's details (name, title, phone, photo, QR code, company assets…). Every user then gets their own details.
  4. Preview shows the signature with your own profile.
  5. Keep an eye on the size meter (x Kb of 85 Kb). Smaller signatures load faster and won't be cut down by Outlook.
  6. Fill in Signature Settings and save. Saving checks the template and builds the images into it.
The template gallery, shown with your own profile
The template gallery, shown with your own profile
The editor with the Insert Placeholder menu open
The editor with the Insert Placeholder menu open
Signature Settings: title, domain, who it applies to and status
Signature Settings: title, domain, who it applies to and status

Upload E-Mail Signature

Already have an HTML signature?

  1. Paste it in.
  2. Replace the real name and title with placeholders. See sample HTML shows how.
  3. Select Validate & optimise. Mailtiv checks image sizes and Outlook compatibility and tells you what to fix.
  4. Fill in the settings and save.
Upload E-Mail Signature with the HTML box and settings
Upload E-Mail Signature with the HTML box and settings

E-Mail Signature List

All your signatures in one place. From here you can:

Older signatures may offer Convert for the editor so you can edit them in the designer.

The E-Mail Signature List
The E-Mail Signature List

Who gets which signature

Each person gets one signature, chosen like this:

  1. If they're in a signature group, they get that group's signature.
  2. Otherwise, if a signature is set for their department, they get that one.
  3. Otherwise, they get the company signature for their email domain.

While a campaign is running, it replaces the signature of the people it targets. When it ends, they go back to their normal signature or the fallback you chose.

Departments come from the Department field of each user in Microsoft 365.

Signature Groups

Use groups when a signature should go to a hand-picked set of people, for example a project team or the sales team, rather than a whole department.

Only Admins can manage groups.

Signature Groups with three groups
Signature Groups with three groups

Campaigns

A campaign switches signatures on and off by date, for example for a trade fair, a holiday greeting or a product launch.

  1. Select New Campaign.
  2. Basics: give it a name.
  3. Schedule: set the start and end date. Dates start at 00:00 in your company timezone (set under Settings → Regional).
  4. Entries: pick the signature to use (Primary signature) and, optionally, the one to switch to when it ends (Fallback signature).
  5. Review, then Publish. Or select Save as Draft to finish later.

Your campaign is saved as a draft as you move through the steps. If you leave the wizard early, you'll find the draft in the list; delete it there if you don't need it.

If two campaigns overlap for the same people, Mailtiv warns you before you publish. A campaign moves from Draft to Scheduled, Active and then Completed. You can cancel it at any time; people then go back to their fallback. The Activity tab shows what happened and when.

Campaign wizard, Schedule step
Campaign wizard, Schedule step
Campaign wizard, Entries step
Campaign wizard, Entries step
Campaign wizard, Review step
Campaign wizard, Review step
The Campaigns list with the schedule by domain
The Campaigns list with the schedule by domain
A campaign's Activity tab
A campaign's Activity tab

Custom Attributes

If your company uses Microsoft Entra custom security attributes (for example, a certification or a pronoun field), you can let them be used in signatures. Choose which ones and select Save Selection. The first time, Mailtiv asks for one extra permission (Grant permission); everything else works without it.

Custom Attributes
Custom Attributes

Users

Settings

Contact Us

Send us a question from inside the portal. The first time, you may be asked to allow Mailtiv to send the message from your mailbox.

Questions?

Book a meeting with our team or sign in to the portal.