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Designer Studio (NEW! Liquid Templates)
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This our currently template syntax as of 2022. If you are not familiar with/used to this format, please check out our legacy tempalte article Designer Studio (Legacy)
Designer Studio houses your signature templates. The 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, go to the Signature drop down menu and click on LIVE signature. Before editing, we strongly recommend using the Cloning feature. You can use the Preview button on the Cloned Signature to view any changes you made in a "sandbox-like" environment.
Changing an image or link on your signature template? Click here to learn more
Changing an image or link on your signature template? Click here to learn more
How to Access the Designer Studio
- Click on the Signature drop down menu, and click "Designer Studio"
Creating and Editing a Signature Template
- Click on the green "+Add New Template" button to create a new signature template
- Name your template (refer to the Opensense Naming Conventions), and click Save
- Click "Edit" to edit your Signature Template
- Add/edit your HTML text within the HTML Template Box
Adding Fields
Add fields by clicking on the "+ Add Field" button. You can hide these fields in your plain text signature block by adding a check mark to the "hide box". When finished, hit Save
Please refer to the Opensense Naming Conventions when naming your fields. You wil also have to add these new fields as code in the HTML Template. If it is an optional field, you should add conditional logic into the HTML code
To preview any edits before saving, click on the purple "Preview" button
Cloning a Signature Template
- Click on the "Clone" button
- Name it (refer to the Opensense Naming Conventions, and click Save
Creating/Editing a Reply Template
- Click the Edit button on the Signature that you would like to add a reply template to
- Toggle on the "Reply Template" button
- Scroll down to the "Reply HTML Template" box, and add your HTML code to create your reply template. You can click the purple "Preview" button to view any edits before saving
- When finished, hit Save
How to Add a Plain Text Signature
This can be done in addition to your traditional HTML signture template
- In the Designer Studio, go to your Signature Template, and click on the blue "Edit" button
- In the "Text Template", and "Reply Template" boxes, type in the fields that you would like to be present in your plain text signature template (Please refer to the Opensense Naming Conventions
- When finished, click Save
Use Functions in Designer Studio
- Conditional Fields: Wrapping all optional fields within conditional statements ensures that there are no gaps in the signature if field data is missing
- Hidden Fields: Hidden fields do not appear in the signature block or in MySig. Hidden field data is synced or uploaded into Opensense
- External and Internal Wraps: Allows the signature to appear differently when received by those within your domain vs. outside your domain
- Auto-populating Sender and Recipients Email
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