Adding Employees Manually

There are numerous ways to add employee information to Email Experiences. If you are adding a large number of users, you may want to upload an employee CSV file or connect Email Experiences to Active Directory. If you are adding a small number of employees, it may make more sense to manually add them to the application. The below instructions detail how to manually add employees to Email Experiences.

Step 1

Navigate to the Employees section of your account and click the Add Employees button at the top of the page.

Step 2

In the pop-up window, list the email addresses of the employees you would like to add to the account.

Step 3

Once employees have been added to your account, navigate to each user’s profile and click Edit Employee.

Step 4

Enter employee information in the appropriate fields.

Step 5

Once employee data has been updated, deploy user signatures through an email client integration or by inviting employees to install manually.

Employee Tab Definitions:

Max: the number of seats that have been purchased for Email Experiences

Total: the sum of active and inactive users in the system

Active: the definition varies slightly, based on implementation type. For customers running the Agent and Gmail Sync, “active” users have displayed a banner ad in the last 7 days. For Sigstr One customers, “active” means they have sent an email through a Sigstr One server in the last 7 days.

Inactive: the inverse of active users