Designer Studio for legacy templates (classic UI)

Overview

This article is for pre-2022 templates, built with our legacy HTML syntax: use it if your tags are in $tag; format. If you use Liquid templates, see Designer Studio for Liquid templates (classic UI).

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

To see which signatures are live, check Signature Assignment (Signatures menu > Signature Assignment). Take care when you edit a live signature.
We recommend cloning before editing, and using the Preview button before you select Save.
Need to change an image or link in your signature template? See Changing images and links in legacy 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.
To edit your signature template, select Edit.
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

Select + Add Field, and type your field names. 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, as $fieldname; (for example, $email;). 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.

testing_template in Designer Studio, with the Clone button next to Edit and Delete — **Step 1** · Clone

A cloned template named g_template_clone, with the green Save button and a note to save before you can preview — **Step 2** · Name the clone, then 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 to create your reply template. To preview it, select the purple Preview button.
When you’re done, select Save.

testing_template in Designer Studio, with the Reply Template toggle off and the blue Edit button — **Step 1** · Edit

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 template to your 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.

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.