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New Admin Onboarding

How to Log In To Opensense

Granting Permission to a New Admin

Introduction to Opensense Admin

Naming Convention and Syntax

User Experience

What is the Opensense Signature Block?

Opensense on Office 365

Opensense on G-Suite

What does my signature look like when received?

Signature Block Help Guide

Editing your Signature Block Data

Sending More than One Signature

How to Enable Engagement Analytics

Marketing Campaigns

Banners

Introduction to Banners

Banner Folders

Banner Analytics

Targeted Marketing through Opensense ABM

Introduction to Opensense ABM Banner Campaigns

Targeted Marketing through CRM Integration

Applying Targeting for Opensense Real Time Personalization Banners

Managing User Profiles

Syncing Users into Compliance

Manual Sync of a CSV File

Forced Sync from a Directory

Automatic Sync from a Directory

Field Data Priority

Field Data Priority with Department Fields

Locking & Unlocking Compliance Fields

Removing Users

Signature Design

Designer Studio

HTML & Field Types

Conditional Fields

Hidden Fields

External and Internal Wraps

Displaying Sender or Recipient Email

Designer Studio

Signature Design Examples

How to Change Images and Links

Condensing Many Signatures into One

Images

How to Upload Images to Opensense

Images Help Guide

In-line vs. Hosted images

How to Set Up Inline Images

Headshots

How to Add Headshots

Departments

Assigning a Signature Template to a Department

Department Fields

Signature Deployment

MySig

How to Use the Opensense Pusher

Exporting a Pusher CSV from Compliance

Integrations

Pardot

Adding Opensense Fields in Pardot

Setting up Pardot Opensense Side

Salesforce

How do you setup your Salesforce email signature?

Hubspot

Hubspot Integration

Technical Help & Troubleshooting

DNS & Encryption

DNS Entries - Must have!

How to check your DNS records

CNAME Cloudflare Proxy Settings

Splitting a long SPF TXT record

Opensense IP addresses (for whitelisting purposes)

Mailflow and Directory Integrations

How to configure white labeled URLs to work with Microsoft Direct Access

Stamping

Removing the Stamped Signature from Emails

Office 365

Azure AD Connect sync: Directory extensions

How does Opensense work with Office 365?

Enable auto display images for Outlook for internal emails

Emailing into Office 365 Groups triggers a NDR when emailing from internal sender

Why do we set "use RTF" to never in Exchange Online?

How to enable DKIM for Office 365 Domain

Syncing Extension Attributes from Azure AD

G-Suite

What G-Suite OAuth Scopes do I need to grant?

Sample Document

Disable Opensense for an Organizational Unit in G Suite

Frequently Asked Questions

Q: How do I share the signature with a new hire?

How to find number of active users

How to send emails from a new domain?

Q: What is the recommended size for banners?

Q: My signature drops images or appears distorted in reply threads. My signature appears stretched when I view it in a reply thread. How do I fix this?

Shared inboxes

How to send a #debug email

Q: How do I make someone an Admin?

Q: How do I create a new signature?

All Categories ​>​ ​New Admin Onboarding

New Admin Onboarding

4 articles

How to Log In To Opensense

Summary. To access features of your Opensense account, you will need to login to the system. Use this guide to log in using your email address and password, or you can use Single Sign-On (SSO) to acc…

Updated 2 days ago by Laura Goepel

Granting Permission to a New Admin

The first step to becoming an Opensense Administrator is logging in. In order to register as a user, you must log in one time to opensense.com. After you have logged in once, your email will…

Updated 2 months ago by Laura Goepel

Introduction to Opensense Admin

Updating a logo or social URLs, editing user information, and deploying signatures to users - this document provides the general landscape.

Updated 2 months ago by Tori Scharadin

Naming Convention and Syntax

Naming Conventions and Syntax on Opensense.com. Opensense uses a simple naming convention across the platform, whether it is naming signature design templates, banners, tags, plugins for CRM, departm…

Updated 2 months ago by Laura Goepel

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