How to use the Pusher tool

Overview

Pusher sends signatures, banners, and custom HTML from Opensense to Google Workspace, Outreach, Salesforce, Front, and other connected apps. You create each push in the New Push window, which has five steps: Configuration, Signature, Data Source, Review, and Push.

If you use Microsoft 365, see How Does Opensense Work with Microsoft 365 instead.

Before you start

• You need the Domain Admin or Signature Admin role. If you need another role, contact your Opensense admin.
• You need a CSV or Excel file of the users to push to. See Preparing the user file.

Creating a push

1. In the navigation pane, select Signatures > Pusher. The Push History page opens.
2. Click New Push at the upper right.

Choose the push type and action

1. On the Configuration step, select a Push Type and a Push Action.
2. Click Next.

Push Type options:

Signature

Pushes the signature into each user's signature settings.

Banner

Pushes only the banner, without a full signature.

Append HTML

Adds HTML code in some apps. Rarely used.

Find & Replace

Uses a regular expression to find text in the current signature and replace it. Rarely used.

Push Action options:

Update

Sends the latest signature data from Opensense.

Delete

Removes the content that Opensense pushed to the user's default signature, My signature.

Choose the signature

1. On the Signature step, select a Signature Type.
2. Select a Signature Template.
3. Click Next.

Plain Text

Pushes the patented Opensense Plain Text Block (PTP). When a user sends an email, a mail flow rule routes it through Opensense, which adds the signature assigned on the Routing page. The template you select sets the fields in the block. Use Plain Text for all third-party apps, so the signature is always in the right place.

Visual Preview

Pushes the fully rendered signature HTML into each user's signature settings. The signature does not update when your data changes, and users can edit it. Opensense ignores the template you select and pushes the signature assigned to each user on the Routing page. Use Visual Preview only for Google Workspace.

Add your users

1. On the Data Source step, select a Source:
   • Upload Spreadsheet (CSV or Excel): click Choose File and select your file.
   • Manual Entry: type or paste comma-separated data into the field.
2. Optional: under Group Exclusions, select the Google Groups to leave out of the push.
3. Check the preview table. Each valid row shows a green check mark. A row with an error turns red, and you cannot continue until you correct it.
4. Click Next.

Valid data · Each row shows a green check mark

Validation error · A missing comma turns the row red

Preparing the user file

The first row holds the column headers. Each row after it is one user. Separate every value with a comma. The username column holds the part of the email address before the @.

username,name,title,email,phone,mobile,meeting_link
jane.doe,Jane Doe,Director of Marketing,jane.doe@company.com,888-321-7845,888-123-4567,https://meet.google.com/abc-xyzq-pqr

Download the Pusher CSV example (CSV, 179 bytes)

Let Support prepare the file

User data often needs cleanup before a push. Send the Opensense Support team the usernames of all users who will get the push, and they will prepare a Pusher-ready CSV for you.

Review the users

The Review step shows the data that Pusher will send for each user. If the push includes more than one user, click through the list to check each record. Click Back to make changes, or Next to continue.

Push

The Push step lists all the destinations connected to your domain, such as Google and third-party apps.

1. Click Push next to each destination you want to update.
2. Optional: click Send next to Email Signature Reminder. Users get an email with their signature to copy and paste into their email settings.

Repeat push

Use Repeat Push to send an earlier push again. You can review and change the details before you send it.

1. On the Push History page, find the push you want to repeat.
2. Click the actions menu (⋮) on its row and select Repeat Push.
3. In the New Push window, go through each step. The settings from the earlier push are filled in, and you can change them.
4. On the Push step, click Push.

Select Repeat Push · Actions menu on the push row

Review and push · Earlier settings are filled in

Nothing is sent right away

Repeat Push always opens the push for review first. You can change the details and go back through the steps before you confirm.

Pushing to Gmail alias accounts

Pusher can push signatures to alias accounts. Add the alias addresses to your CSV in the same way as primary accounts. Gmail shows a second signature for the alias in its signature settings, and Pusher usually sets it as the default through the API.

Check replies and forwards

Gmail sometimes blocks the default signature for replies and forwards. The signature for new messages is almost always set correctly. After the push, check a new message, a reply, and a forward from the alias.

What’s next

• Introduction to the Pusher tool: what Pusher does and when to use it.
• Pushing Visual Preview signatures to Gmail with the Pusher: a Visual Preview push to Gmail, step by step.
• Opensense portal admin roles: the roles that can use Pusher.