How to Use the Opensense Pusher

Updated 7 months ago by Tori Scharadin

Summary

Opensense Pusher is a deployment tool used to push end-user’s their custom plain text signature block as either a notification email, or directly into an integrated email application such as Outreach, Gmail, Outlook Web, and Salesforce. This document outlines the simple steps of choosing your preferred plain text signature block, uploading a CSV of employee contact information for their signatures, and performing the push.

For information/assistance contact help@opensense.com 

Preparing your spreadsheet

Using Directory Information

  1. Log into the Opensense Portal and click on Users & Compliance under the Signatures drop down.
  2. On the left side of the screen in the Search section, click Export XX
  3. The Pusher tool will identify the directory fields being pulled in when this is uploaded into step 2 of the Pusher tool
  4. More specific filtering: there are several filtering options under the Advanced Options section that can be used to further specify your export

Using a brand new CSV

  1. When uploading a CSV, ensure the following formatting is in place:
    • username is always column A, row 1. username is everything before the @ symbol in an individual’s email address. Ensure all of Column “A” is lower case. 
    • The remaining column headers must EXACTLY match your field names found in step 1, character for character (for example, “title” field in your plain text block would be the column header in your CSV)
    • The way the data is formatted in the CSV is the way it will merge with the Signature Template. Formatting is important (i.e. tori scharadin vs Tori Scharadin)

Pushing signatures (note: deploying!)

Step 1: Signature Template

  1. Log into the Opensense Portal and click on “Pusher” under the “Signatures” drop down.
  2. In Step 1 “Signature Template”, select the signature you wish to roll out using the drop down menu

  1. For a standard signature push, leave the “Banner Only” and “Push Visual” boxes unchecked
  2. Optional/Uncommon: You can check the “Banner Only” box for appending only a banner to existing signatures. Using this function may result in inconsistent formatting and is used by very few customers with isolated needs
  3. Optional/Uncommon: You can check the “Push Visual” box if you wish to show a graphic signature in the compose window for individual users. Using this function will remove the ability for end users to edit their information. New signature designs will not update automatically

Step 2: Enter merge data or upload CSV

  1. Click the “Choose File” button and upload the csv file with employee information

Step 3: Preview & Push

  1. You can see a preview of every individual’s signature before pushing them out

  1. Once information has been reviewed, push out signatures in the following ways:
Push to Email

This option will send individuals an email with their custom plain text signature block. They can then copy and paste it into the signature settings of any email client they wish to use

Push to Google*

 This option will push the signatures out automatically to individual Gmail accounts. Users will have to open a new Gmail window or refresh to see the change. No effort need on the end user side

Push to Outlook Web*

This option will push the signatures out automatically to individual OWA accounts. No effort needed on the end user side

Push to Salesforce*

This option will push the signatures out automatically to individual Salesforce accounts. No effort needed on the end user side

Push to Outreach (New!)*

This option will push the signatures out automatically to individual Outreach accounts. No effort needed on the end user side 

*Pushing directly to the email apps above requires integration. Contact help@opensense.com


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