---
title: "How to use the Pusher tool"
slug: "how-to-use-pusher"
description: "Create a push in Pusher: choose the push type, signature, and users, review each record, then push to Gmail and other apps or repeat an earlier push."
updated: 2025-10-01T20:00:55.000Z
canonical: "https://help.opensense.com/docs/how-to-use-pusher"
---
> ## Documentation Index
> Fetch the complete documentation index at: https://help.opensense.com/llms.txt
> Use this file to discover all available pages before exploring further.
# 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](https://help.opensense.com/docs/how-does-opensense-work-with-office-365) instead.
:::note[Before you start]
- You need the [Domain Admin or Signature Admin role](https://help.opensense.com/docs/opensense-admin-roles). 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](#preparing-the-user-file).
:::
## Creating a push
1. In the navigation pane, select **Signatures** > [**Pusher**](https://app.opensense.com/beta/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**.
#### 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 @.
```csv
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](https://help.opensense.com/media/pusher-20csv-20example-e0aeb6a4e583.csv) (CSV, 179 bytes)
:::tip[Let Support prepare the file]
User data often needs cleanup before a push. Send the [Opensense Support team](mailto:help@opensense.com) 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**](https://app.opensense.com/beta/signatures/pusher) 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**.
:::note[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.
:::caution[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](https://help.opensense.com/docs/introduction-to-pusher): what Pusher does and when to use it.
- [Pushing Visual Preview signatures to Gmail with the Pusher](https://help.opensense.com/docs/opensense-pusher-tool-for-google-add-on): a Visual Preview push to Gmail, step by step.
- [Opensense portal admin roles](https://help.opensense.com/docs/opensense-admin-roles): the roles that can use Pusher.
