Set up Team Queue email signature block using personal URL
- Wendy Jean
Owners/Admins will be the only team members to make changes to the Team Queue. To find your Team Queue personal URL handle go to your “My TEAM” tab scroll down to “Queues” and see “Personal URL” (1). To make changes to the URL page click on the Profile icon (2) under Actions to make changes to your Queue Team URL.
You will need to copy and paste the “Personal URL” link (#1 above) into your email signature block but keep in mind that the Owner/Admin have this access so you will need to get the URL link from them. Notice that the email below gives direction to the recipient that they need to “click on the secure link below”…
You can add the Team Queue Personal URL to your already established Personal URL link - see below sample has Users Personal URL and Team Queue Personal URL link within one email if needed.
This is what the recipient will see when they click on your Team Queue Personal URL link:
When recipient clicks on “Send me files securely” it will open up the option for the recipient to enter an email or mobile number then click START. Entering email or mobile number will then send a request to the recipient (we call this self-service)
As a designated user within this Queue, you can view this “waiting or completed” request in your “My Queues” tab on the left navigation tool bar. Here is where you will be able to “Assign Myself” or “Assign to another User”.
Message column: Here is where you can see the default message and default Internal message that is set for any recipient that uses this URL link to send themselves a request. (Change URL message to a custom message)
If you choose to “assign myself” this request will now disappear from the Queue and you will be able to find the request in your “My Requests (Pull)”
Once the recipient has completed the request you can view the details and notice that the timeline shows (1) request was initiated from the URL link and (2) Melinda “assigned myself” the request.
Tips:
You can provide some additional instructions on your URL page so that the recipient can better understand the flow of how they need to send themselves a request.
Remember, Owner/Admin can only make changes to the Queues profile page.
Here are the instructions for email signature block in outlook: https://support.office.com/en-us/article/create-and-add-a-signature-to-messages-8ee5d4f4-68fd-464a-a1c1-0e1c80bb27f2
Here are the instructions for email signature block in other email applications: https://knowledgebase.constantcontact.com/articles/KnowledgeBase/5684-add-a-sign-up-form-link-to-your-email-signature?lang=en_US