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December 14, 2020
Feedback submitted

Signature formatting and Side Conversations

Related products:Support
  • December 14, 2020
  • 29 replies
  • 243 views

While it looks like we can use Markdown to format signatures in our users' profiles for outbound ticket communication, if the signature is injected into a Side Conversations using Markdown formatting (which occurs by default), the formatting is then rendered into text and Markdown is disregarded - sending the recipient a textual version of the Markdown formatting, which is not ideal (and makes our communication unusual).

I've tried to commit to memory which areas of Zendesk permit HTML vs. Markdown formatting, but it's gotten more difficult to manage as there is a bit of overlap across the various outbound communication methods. For our purposes, ideally this would be standardized to support HTML across the board, but I see no way to enforce this from a global standpoint.

Thank you in advance!

    29 replies

    January 30, 2021

    Just noticed this on our end as well; testing side conversations and seeing that the signature comes through like shown below but is fine on main-ticket conversations. Would be great to have this be consistent across ZD platform.

    June 1, 2021

    This would be really helpful. At this point, side conversation emails do not accept the HTML branded email templates--so it is a very inconsistent appearance to our end users.

    Amie11
    Newcomer
    June 29, 2021

    I'd love to see some input from a ZD PM on this. I've had several customers who've run into this issue and it's caused inconsistent branding throughout Zendesk.

    I'd love for the agent signature to be pulled from the global agent signature, or the agent profile signature - whichever is present. Currently, it only pulls the agent profile signature and displays unformatted as plain text.

    Amie Brennan
    Robert22
    June 29, 2021

    +1 I just updated all my agents' signatures with new Markdowns and formatting, and noticed that the Side Conversations are now unbranded. Can you please allow Markdown in Side Conversation signatures?

    July 19, 2021

    We'd like to use side conversations to send emails to vendors and external users but need to include a disclaimer. It would be awesome to have branding applied to the email as well so the experience is consistent for our end users. 

    Toby12
    Employee
    July 19, 2021

    Hey all, thanks for the feedback here. I agree that the signature support in side conversations needs to be improved to handle the Markdown formatting. At this time the way the signatures are handled in side conversations is different than tickets in that they are inserted into the composer itself when authoring a message rather than being hidden and processed/inserted when submitted like with tickets. This is due to side conversations not going through the same processing system as tickets, which includes Markdown conversion and placeholder replacement. We are going to be looking into how we can do the same processing for the signatures at the time of insertion in the composer, but we don't have that in place at this time. We are definitely aware of this, though, and have plans to tackle it in the future.

    In the meantime, if you'd like to have signatures in their current state disabled on your account you can let us know and we can make that happen.

    A potential workaround is having us disable signatures and then setting up a macro with an action to initiate a side conversation with "signature" text at the bottom of the message body. Initiating side conversations with this macro instead of the + button will give you an approximation of a rich text, dynamic signature. This is by no means a full solution, and will only work on the initial side conversation message, but if that is adequate for your needs it may get you a better result than plain text.

    Amie11
    Newcomer
    July 20, 2021

    Hi Toby,

    Thanks for providing us with some insight into this. Regarding the workaround, when you say disable signatures, do you mean you will disable signatures on side conversations only and not on the whole Zendesk account itself so the normal agent signature still works on tickets without issues? 

    I'd be keen to try out the workaround on my test account to see how it all looks so I know what to expect and can offer it to customers if they need it. 

    Best,

    Amie

    Amie Brennan
    Toby12
    Employee
    July 22, 2021

    367269987088 that's correct, it would only disable adding the signature to side conversation message composers. In the meantime, you could try out the macro approach to dial in the formatting, and click the menu icon on the signature in the composer to remove it manually.

    Tim13
    March 23, 2022

    Is there an update for this? The signature requirements can be different from country to country and this is slowing us down quite a bit.

    Matthias11
    Newcomer
    April 27, 2022

    In case it's too complicated to fix the formatting, can you please just change the default to NOT show the signature? This is very irritating and especially when writing another comment to a side conversation, you first have to show the signature (it's hidden by default) by clicking on the menu button only to have the option to not send it.


    Furthermore, the composer component should be able to understand and convert Markdown even when not just typing the markdown commands. This is also a major issue in the "normal" view when copy-pasting markdown-formatted text into a ticket reply. We then have to go back and make the composer "see" the markdown by removing the special characters and typing them again. Very annoying.