Tour of the Exclaimer portal
The five surfaces a frontline tech actually opens, the menu sidebar, the cogwheel Settings menu, the question-mark Help menu, the initials Account menu, and the Subscriptions portal.
Exclaimer’s portal organises everything around the menu sidebar on the left for day-to-day work, the header bar for account-level switches, and modal screens for each feature. Knowing which menu owns which feature shaves minutes off every ticket.
The five surfaces
flowchart LR
H[Header bar] --> C[Cogwheel<br/>Settings]
H --> Q[Question mark<br/>Help]
H --> I[Initials<br/>Account]
M[Menu sidebar] --> S[Signatures]
M --> ST[Signatures Tester]
M --> A[Analytics]
M --> CA[Campaigns / Disclaimers]
M --> MB[Meeting Branding]
C --> SM[Sender Management,<br/>Mail Flow, Brand Kits,<br/>Integrations]
Q --> D[Diagnostic Logs,<br/>Message Capture,<br/>Support Ticket]
I --> SU[Subscriptions,<br/>Audit Log,<br/>Account]
The home page is a dashboard with shortcuts and an onboarding checklist that disappears once a subscription is live. Everything else lives behind one of the four entry points above.
Menu sidebar, the day-to-day work
| Item | What lives here |
|---|---|
| Signatures | The All Signatures tab plus folders, the editor, and per-signature rules |
| Signatures Tester | The simulator for both server-side and client-side deployment |
| Analytics | Engagement, Signature Usage, Feedback, and Social Feeds dashboards (Pro plan) |
| Campaigns | Banner-image promos with start and end dates (Standard and Pro) |
| Disclaimers | Plain-text legal disclaimers appended after signatures (Standard and Pro) |
| Meeting Branding | Nametag overlays and backgrounds for Teams, Zoom, and Google Meet (Pro) |
If the lesson it’s about hasn’t loaded for you yet, the sidebar is where you start.
Cogwheel, Settings
The cogwheel icon on the header bar opens the Settings menu. The frontline-relevant entries:
- Sender Management. User sync, Microsoft 365 / Google Workspace connection, the User Details Editor.
- Mail Flow. The “Connect to Microsoft 365” wizard, exchange connector setup, the test-group switch.
- Brand Kits. The shared fonts, colours, logos, icons, banners, meeting backgrounds, and disclaimer text used by signatures.
- Integrations. LinkedIn, Facebook, Salesforce, HubSpot connectors (Pro plan).
Settings is for configuration. If you’re investigating a “why isn’t my signature applying” ticket, you’ll usually open Settings to confirm the customer’s mail flow and sync state before opening the signature itself. The Exclaimer Settings page describes what should be in Exchange Online; the actual transport rules and connectors live in the Microsoft 365 admin centre, and on a tricky mail-flow ticket you’ll have both consoles open.
Question mark, Help
The question-mark icon opens a Help menu, and this is where the diagnostics live:
- Diagnostics opens the Diagnostic Logs search; covered in the Advanced course’s troubleshooting lesson.
- Message Capture records diagnostic data on a sample of messages between a chosen sender and recipient; also covered in Advanced.
- Signatures Tester has a shortcut here, the same tool the sidebar links to.
- Raise a support ticket opens the Technical Support form.
Initials icon, Account
The initials icon (top-right) opens an Account menu with subscription-level controls:
- Account opens the user’s profile, password, and authentication settings.
- Change Subscription is the switcher when the logged-in user has access to more than one Exclaimer subscription, vital for MSP staff. The Subscriptions portal at portal.exclaimer.com is also reachable from here.
- Audit Log (Pro plan) downloads a CSV of user sign-ins with the role each user signed in as (Admin, Editor, or both); covered in the Advanced governance lesson.
A worked ticket: Able Moose Accounting
Sarah at Able Moose Accounting opens a ticket: “My signature changed overnight, but my colleague’s hasn’t. Why?”
Confirm you're in the right subscription
Top-right initials menu, Change Subscription, pick Able Moose. Every change you make from here on is in their tenant only.
Open the signature
Sidebar, Signatures, locate the signature applied to Sarah’s role. The card shows whether it’s server-side, client-side, or both.
Check who was signed in around the change
Initials menu, Audit Log, download the CSV. The log shows which users signed in and which role they held (Admin, Editor, or both); it doesn’t itemise individual edits. Cross-reference the timestamps with the change-control record in the PSA ticket. If a redesign shipped and Sarah’s colleague’s mailbox just hasn’t synced yet, the ticket is “wait for sync”; if no documented change matches, escalate to the Diagnostic Logs (Advanced course) for the per-message rule trace.