How to use the signature editor

The signature editor allows you to customize your email signature’s design and functionality, with options to edit HTML/CSS, manage fields, and configure reply templates. Real-time previews, validation tools, and field management features guarantee your signature is consistent and professional.

Signature blocks

Each signature comes with two initial blocks: one for HTML and one for plain text. If needed, you can enable a reply signature, adding an additional HTML and plain text block.

Each signature block includes field information to help you quickly review your signature contents and prevent potential production issues.

Field  types

There are six field types that can be present on a signature block: Fields, Internal Fields, Missing Fields, Unused Fields, Ads, and Plugins. These field groupings will appear only when specific criteria are met, giving you a quick view of what is used within your signature.

• Fields
  These signature fields are being used inside the signature template. The fields listed here are defined in your Signature Fields list in the bottom right of the editor.

• Internal Fields
  These internal global fields are being used inside the signature template. Internal fields are global fields provided by Opensense, available for use across all signatures. These fields allow you to reference dynamic information such as sender, recipient, domain, and other information.

• Missing Fields
  These fields are being used inside the signature template but have not been added to the signature fields list in the bottom-right corner. 

• Unused Fields
  These fields are listed inside the Fields section but are not being used inside the signature template.

• Ads
  These ad campaigns are currently being used inside the signature template.

• Plugins
  These plugins are currently being used inside the signature template.

Editing templates

To modify the signature's contents, click the "Edit HTML" button at the upper right of the signature preview.

The signature editor will appear directly below the signature preview.

You can customize your signature's appearance and layout by making any needed adjustments directly to the HTML & CSS. The preview will refresh automatically with each update, allowing you to verify changes in real-time.

The editor includes several editing features to enhance the design experience:

• Autocomplete: Suggests HTML tags, variables, and elements to speed up coding and reduce typos.

• Autolint: Flags errors instantly, helping to catch mistakes early.

• Autoformat: Keeps code clean and organized for easy editing.

• Autopreview: Updates the preview in real-time so you can verify changes as you go.

• Syntax Highlighting: Color codes HTML for easier reading and navigation.

• Change Review: Quickly review all changes prior to saving.

These features make customizing your signature efficient and error-free.

Features and helpers

• Preview Pinning
  Click the pin icon next to "Edit HTML" to keep the signature preview "pinned" in view as you scroll. With this enabled, the preview follows you as you edit, allowing you to instantly review rendering changes.

• Unparsed Template Preview
  Click the hash icon to view the raw template code before variables are replaced with actual data. This is useful for troubleshooting or reviewing conditional content of your signature.

Original

Unparsed

• Dark Mode Preview
  Click the moon icon to simulate how email clients adjust colors in dark mode. While it may not be an exact match across all clients, it gives you a good idea of how your signature will appear.

Original

Dark Mode

• Code Linting
  The code linting feature automatically checks for syntax errors and common issues as you edit, helping you catch mistakes early.

This results in cleaner, more reliable code, reduces debugging time and maintains consistent formatting throughout your signature template.

• Change Review
  The "Review Changes" feature opens a side-by-side comparison of your current edits and the original template, highlighting any additions or deletions. The review action is only visible when edits have been made to the content of the signature.

You can collapse unchanged lines, revert individual changes, or reset all template changes, making reviewing quick and easy.

You can collapse unchanged lines, undo individual changes or undo all changes using “Edit Changes”, making reviewing quick and easy.

Signature fields

Signature fields allow you to customize the specific information included in your email signature, such as name, title, contact details, and more. You can find the fields list in the bottom-right corner of the page, where you can easily add or remove fields based on your signature’s content.

Field actions

Control which fields appear in your signature and how they behave when interacting with other applications by adding, removing, hiding, or reordering them.

• Adding a field
  To add a new field, click the "Add Field" button at the bottom of the fields list. After naming the field, it will be immediately available for use and can be added to your signature.

• Removing a field
  To remove a field, click the "x" icon on the far right of the field entry. This will delete the field from the list, but it won’t remove it from the signature HTML—you'll need to handle that manually.

• Hiding a field
  To hide a field, check the box at the start of the field entry. This will exclude the field from the signature fields list when interacting with APIs.

• Reordering a field
  To reorder a field, use the drag icons on the far left of the field entry to move it to a new position. This helps organize how fields are presented, which is particularly useful when using PTP (Plain-Text Preview).

Previewing your changes

By default, the editor automatically refreshes whenever you make changes to the signature HTML or fields. You can also test different renderings of a signature by selecting both the sender and recipient options from the pane on the right.

• Employee field

  This field lists all users within your domain. Based on the selected user, certain content may be shown or hidden, allowing you to confirm that each user receives the correct signature output.

  Note: You can search by employee name or email address.
  

• Recipient field (Optional)

  You can enter an email address to verify content changes, mainly if your signature includes dynamic fields or logic targeting specific domains or users.

Enabling reply templates

To enable a reply signature, use the toggle inside the Reply Signature section of the control pane on the right side of the editor. 

Enabling reply templates will add two additional signature blocks—HTML and plain text—allowing you to design your custom reply signature.

Saving your changes

Once you've finished making your edits, click the "Update" button at the top right of the screen to save your changes.