Designer Studio for Liquid templates (classic UI)

Overview

This article uses the current Opensense template syntax, Liquid (as of 2022). If you’re used to the older format, see Designer Studio for legacy templates (classic UI).

Designer Studio holds your signature templates. Signatures are designed in HTML, but don’t worry if you’re not familiar with HTML: we provide your initial signature templates during onboarding.

To see which signature templates are live, open the Signatures menu, and select LIVE Signature.
Before editing, we strongly recommend the Cloning feature. Use the Preview button on the cloned signature to view your changes in a sandbox-like environment.
Changing an image or link in your signature template? See Changing images and links in Liquid templates (classic UI).

Accessing Designer Studio

Open the Signatures menu, and select Designer Studio.

Creating and editing a signature template

Select the green + Add New Template button to create a signature template.
Name your template (see the Opensense naming conventions), and select Save.
Select Edit to edit your signature template.
Add or edit your HTML in the HTML Template box.

Designer Studio with the + Add New Template button and a testing_template card, with its Edit button next to Delete and Clone — **Step 3** · Edit

A template in edit mode with Save and Cancel, and table code with field placeholders in the HTML Template box — **Step 4** · The HTML Template box

Adding fields

Add fields with the + Add Field button. You can hide these fields in your plain-text signature block by selecting the Hide box. When you’re done, select Save.

Name your fields with the Opensense naming conventions. You also need to add the new fields as code in the HTML template. If a field is optional, add conditional logic to the HTML code.

To preview any edits before saving, select the purple Preview button.

Edit mode with the + Add Field button, a checked Hide box on the email field, and Save; Settings & Fields lists name, title, phone, and email — **Add Field** · With the Hide box and Save

Preview · Before you save

Cloning a signature template

Select the Clone button.
Name the clone (see the Opensense naming conventions), and select Save.

Creating or editing a reply template

Select Edit on the signature you want to add a reply template to.
Turn on the Reply Template toggle.
Scroll down to the Reply HTML Template box, and add your HTML code to create your reply template. To view your edits before saving, select the purple Preview button.
When you’re done, select Save.

A template in edit mode, with the Reply Template toggle switched on under Settings & Fields — **Step 2** · The Reply Template toggle

Step 3 · The Reply HTML Template box and Preview

Adding a plain-text signature

You can add a plain-text signature in addition to your HTML signature template.

In Designer Studio, go to your signature template, and select the blue Edit button.
In the Text Template and Reply Text Template boxes, type the fields you want in your plain-text signature template (see the Opensense naming conventions).
When you’re done, select Save.

Edit mode for a template, with name, title, and phone fields in the Text Template box, and an empty Reply Text Template box

Functions you can use in Designer Studio

Conditional fields: Wrapping all optional fields in conditional statements makes sure there are no gaps in the signature if field data is missing.
Hidden fields: Hidden fields don't appear in the signature block or in MySig. Hidden field data is synced or uploaded into Opensense.
External and internal wraps: Let the signature appear differently to recipients inside and outside your domain.
Sender and recipient email: Fill in the sender's and recipient's email addresses automatically.

What’s next

For further help, contact Opensense Support at help@opensense.com.