Email Branding

What is Email Branding?

Email Branding is the customization of email notifications that come from your platform. This includes things like the Portal Access Invitation Email, a file upload notification, an overdue Invoice alert, etc.

You can use these settings to fully customize the email notifications that your users see. You can set the sender name and sender email address, as well as change the colors and upload your company's logo.

It is very important to set up your Email Branding, in order to fully white label your account as well as ensure that your email notification do not end up in a Spam inbox.

If you want to customize the content that appears in the notification emails, you can do this in Email Templates.

CLICK HERE to learn about Email Templates


How do I customize my Email Branding?

Navigate to Flyout Menu > Email Branding.

From Name / Business Name

From Name: This is what will show in the "From" area of the email notification. What you designate here will be inserted dynamically into the [From-Name] Placeholders that can be found in Email Templates.

Company Name: This will be inserted dynamically into the [Subject-Company] Placeholders that are can be found in Email Templates.

CLICK HERE to learn about Email Templates

From Email Address: By default, the platform will send notification emails from a generic portal email address. To customize this email, you will need to authenticate your domain.

CLICK HERE for a step-by-step guide to Authenticating your Domain

You can also set up SMTP to send emails as an alternative to Domain Verified Sending.

CLICK HERE to learn about how to set up SMTP

Custom Email Logo / Colors

Here you can upload your Company Logo that will appear in email notifications. The logo should be 200px by 60px for the best performance.

You can adjust the alignment of the Logo, or can choose to hide it altogether in the Logo Position dropdown menu.

You can also change the Background Color of the email to match your platform's theme, and can set the color of the Footer Items, which are customizable in the next section.

Footer Information

You can add your own social media channel links into the footer of the email notification. Just check the box of the type of link you would like to use, and fill in the provided field.

You can also overwrite or remove the text that shows at the very bottom of the footer.

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