How to use the signature editor
Overview
Section titled “Overview”The signature editor is where you build and change a signature. This article explains each part of the editor. For a step-by-step walkthrough, see Editing a signature.
Signature blocks
Section titled “Signature blocks”Each signature starts with two blocks: one for HTML and one for plain text. If you turn on a reply signature, the editor adds a second HTML block and a second plain text block for replies.
Each block lists the fields it uses, so you can review the signature’s contents and catch problems before they reach production.
Field types
Section titled “Field types”A block shows up to six field groups. Each group appears only when it has entries.
- Fields
- Signature fields used in the template. They are defined in the Signature Fields list in the lower-right corner of the editor.
- Internal Fields
- Global fields provided by Opensense and available in every signature. They reference dynamic information such as the sender, the recipient, and the domain.
- Missing Fields
- Fields used in the template that have not been added to the signature fields list.
- Unused Fields
- Fields in the signature fields list that are not used in the template.
- Ads
- Ad campaigns used in the template.
- Plugins
- Plugins used in the template.
Editing templates
Section titled “Editing templates”- Click Edit HTML at the upper right of the signature preview.
- Change the HTML and CSS in the editor that opens below the preview. The preview refreshes after each change.
The editor has these features:
- Autocomplete
- Suggests HTML tags, variables, and elements to speed up coding and reduce typos.
- Autolint
- Flags errors instantly, so you catch mistakes early.
- Autoformat
- Keeps code clean and organized.
- Autopreview
- Updates the preview in real time as you edit.
- Syntax highlighting
- Color-codes HTML for easier reading and navigation.
- Change review
- Shows all your changes before you save. See Change review.
Features and helpers
Section titled “Features and helpers”The preview toolbar next to Edit HTML and the code editor include these helpers.
Preview pinning
Section titled “Preview pinning”Click the pin icon next to Edit HTML to keep the signature preview in view as you scroll. The preview follows you as you edit, so you can check rendering changes instantly.
Unparsed template preview
Section titled “Unparsed template preview”Click the hash (#) icon to see the raw template code before variables are replaced with data. Use it to troubleshoot the signature or to review its conditional content.
Dark mode preview
Section titled “Dark mode preview”Click the moon icon to simulate how email clients adjust colors in dark mode. It may not match every client exactly, but it shows roughly how the signature will look.
Code linting
Section titled “Code linting”Code linting checks for syntax errors and common issues as you edit, so you catch mistakes early and keep the template formatting consistent.
Change review
Section titled “Change review”Review Changes opens a side-by-side comparison of your edits and the original template, with additions and deletions highlighted. The button appears only after you change the content of the signature.
In the review, you can collapse unchanged lines, revert individual changes, or reset all template changes with Edit Changes.
Signature fields
Section titled “Signature fields”Signature fields hold the information in a signature, such as name, title, and contact details. The fields list is in the lower-right corner of the editor.
- Add a field
- Click Add Field at the bottom of the fields list and name the field. You can use it in the signature right away.
- Remove a field
- Click the x at the far right of the field entry.
- Hide a field
- Select the check box at the start of the field entry. Hidden fields are left out of the signature fields list when you work with the APIs.
- Reorder fields
- Drag the handle at the far left of the field entry. The order controls how fields are presented, which matters most for Plain Text Block (PTP).
Previewing your changes
Section titled “Previewing your changes”The preview refreshes automatically when you change the HTML or the fields. To test how the signature renders for a specific sender and recipient, use the Preview pane on the right.
- Employee
- Lists all users in your domain. Search by name or email address, then select a user to confirm that the signature shows or hides the right content for them.
- Recipient (optional)
- Enter an email address to check the rendering, mainly when the signature uses dynamic fields or logic that targets specific domains or users.
Enabling reply templates
Section titled “Enabling reply templates”- In the right pane, turn on the Reply Signature toggle.
- Design the reply signature in the two new blocks: one for HTML and one for plain text.
Saving your changes
Section titled “Saving your changes”Click Update at the upper right of the page to save your changes.
What’s next
Section titled “What’s next”- Editing a signature: the step-by-step walkthrough for opening, changing, and saving a signature.
- HTML and field types (Liquid templates): conditional fields, hidden fields, and other template logic.