How to use the Opensense Pusher (classic UI)

Overview

Opensense Pusher is a deployment tool that pushes each user’s custom plain text signature block to them, either in a notification email, or directly into an integrated email app such as Outreach, Gmail, Outlook Web, or Salesforce. You choose the plain text signature block, upload a CSV file of employee contact information, and push.

For help, contact help@opensense.com.

Preparing your spreadsheet

From directory information

Sign in to the Opensense portal, and select Users & Compliance in the Signatures menu.
In the Search section on the left, click Export (the button shows the number of users, for example Export 53).
Optional: to narrow the export, use the filters under Advanced Options.

When you upload this file in step 2 of the Pusher, the Pusher identifies the directory fields in it.

Search panel in Users and Compliance with the Export 53 button highlighted — **Export** · In the Search section

Advanced Options panel with filters, including Google countries and Google groups to include or exclude — **Advanced Options** · Filter the export

From a new CSV file

Format the CSV file like this:

Column A, row 1 is always username. The username is everything before the @ in the person’s email address. Make all of column A lowercase.
The other column headers must match the field names in your plain text block exactly, character for character. For example, the title field in your plain text block is the title column header in your CSV.
The data merges with the signature template exactly as it is formatted in the CSV, so formatting matters. For example, tori scharadin and Tori Scharadin show differently.

Spreadsheet with the columns username, name, title, phone, email, and mobile, and one row of example data

Pushing signatures

Step 1: Choose the signature template

Sign in to the Opensense portal, and select Pusher in the Signatures menu.
In 1. Signature Template, select the signature to roll out.
For a standard push, leave Banner Only and Push Visual cleared.

Signature Template step with the Banner Only and Push Visual boxes, the defaultsignature template selected, and its signature block template

Banner Only (uncommon): Adds only a banner to existing signatures. This can cause inconsistent formatting, and very few customers with specific needs use it.
Push Visual (uncommon): Shows a graphic signature in the compose window for individual users. Users can no longer edit their information, and new signature designs don't update automatically.

Step 2: Upload the CSV file

Click Choose File, and upload the CSV file with employee information.

Enter merge data or upload CSV step with the Choose File button, the CSV data, and a CSV looks good message

Step 3: Preview and push

Check the preview of each person’s signature.
Push the signatures to one of these destinations:

Email: Sends each person an email with their custom plain text signature block. They copy and paste it into the signature settings of any email client.
Google: Pushes signatures automatically to each person's Gmail account. Users open a new Gmail window or refresh to see the change. Users don't need to do anything else.
Outlook Web: Pushes signatures automatically to each person's Outlook on the web (OWA) account. Users don't need to do anything.
Salesforce: Pushes signatures automatically to each person's Salesforce account. Users don't need to do anything.
Outreach: Pushes signatures automatically to each person's Outreach account. Users don't need to do anything.

Preview and Push step showing one person's filled-in signature block, with To Google and To Email buttons — **Preview** · Check each signature

Preview and Push step with an arrow pointing to the To Google and To Email push buttons — **Push** · Choose a destination

What’s next

How to use the Pusher tool: the Pusher in the New UI.
Exporting a Pusher CSV from Compliance (classic UI): export your user data for a push.