Opensense Outlook Add-in Launch Guide - Everything You Need to Know
  • 11 Jun 2024
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Opensense Outlook Add-in Launch Guide - Everything You Need to Know

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Article summary

Opensense Outlook Add-in Explained

Opensense is a service that enables companies to centrally manage the appearance and content of company email signatures. The Opensense Add-In for Outlook is an Integrated App that is centrally managed and deployed, providing a touchless onboarding experience for individual employees.

Prerequisites

  • The Outlook add-in requires and is only available to customers using or running a minimum Outlook version 2104 (Build 13929.20296). For users using the new Outlook on Mac, the minimum required version is 16.38.506. The Outlook version should support API v1.10. Additional features require API v1.13 - only available for those on 365 subscriptions.

  • On launch day, your System Admin adds users/groups to the “Opensense Email Signatures” app in the “Integrated Apps” section in your Microsoft 365 environment. This activates email signatures for the specified users.

  • Once new users/groups are added, your System Admin will need to regrant permissions for the add-in

  • Coordinate deployment time and date with your IT Department

Deployment Tips and Best Practices

  • The add-in can take up to 72 hours to display for new users added to the add-in group.

  • We recommend adding members on Friday so the add-in can be deployed by Monday

  • Consider adding test users to confirm how long it takes in your environment

End User Experience

  • Upon deployment, employees will see an “Opensense Email Signatures” app installed in Outlook Desktop, Web, and Mac.

  • In Outlook, employees simply compose an email and their Opensense signature will display at the bottom of the email they are composing.

  • The Opensense signature will be automatically inserted in lieu of locally saved signatures.

  • Branded employee instructions are provided by your Opensense onboarding team.

    • Be sure to add/remove any instructions as appropriate to ensure a seamless launch!

Internal Launch Communications (send 3 days before launch)

Properly communicating the Opensense launch can make the difference between receiving a few support emails, or way more than necessary if it's done poorly. To make it as easy as possible for you to take flight, here's an email example to get you started with your launch communications!

This email template was submitted with love by one of our customers who have successfully launched their email signatures! It's a great place to start, but remember that your email communication should be customized to your unique business requirements before sending out. This is the best time to prevent confusion for your end users. Additionally, we have highlighted any items that need to be personalized before sending out.

Launch communications are typically sent 1-3 days before the day of launch. Bonus points for showcasing your new company signature even sooner than that on an internal newsletter, or announcement during an all hands meeting!

If you have a launch communication email that you are proud of feel free to send it to your customer success manager so we can add it onto our Knowledge Base to help others!

Email Template

To: All Employees

Subject: Standardized Corporate Email Signature

In an effort to present a stronger unified brand to our customers, we will be implementing a standardized email signature for all employees. Using a service called Opensense, the marketing team will now centrally manage the style and format of email signatures while employee contact information will be synced from our company directory. This ensures our corporate email communications will have a consistent appearance going forward.

Your email signature on all emails from Outlook (PC, Mac, and Web) will be beautiful, up-to-date with all of the latest messaging, and best of all there is nothing to do on your end! Our IT team will be enabling a policy starting on XX/XX/XX that will automatically update your email signature in Outlook the next time you log in.

Finally, due to contact information being synced with our company directory, certain fields in your signature block will be enforced by directory information when sending an email. If your signature contains incorrect info, or you require any other assistance setting up your email signature, please contact our IT Helpdesk for support: help@ABC.com

Highlights of the new email signature block are:

Change Requests

If you believe that you have a legitimate case for adding or changing something on your signature, please get approval from your manager, and place an IT service ticket stating what you want and your request will be reviewed by Marketing for consideration. Do not make changes on your own. Thanks for your cooperation.


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