This guide will walk you through the step-by-step process of setting up your emailer and branding settings in the Automation ToolAdmin dashboard.Accessing the Admin Dashboard:
Navigation
Navigate to your leading site and select the Admin Dashboard from the More menu.
In the Admin Dashboard, select the Automation tool from the Left-side Navigation.
Automation Toolbox Overview
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If it's your first visit,
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an alert
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box will appear, advising you to configure
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your email settings before using the
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emailer tool.
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Each button within the alert boxes guides you to the correct settings context.
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Platform email settings
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Configure platform-level email settings:
Select Configure Email Settings.
Once the page loads, select Configure Emailer Settings once again.
In the modal, select an Emailer Username for your platform (this will be the emailer username for all sites within your platform).
Select CREATE EMAILER SETTINGS after inputting the username.
A successful snack notification appears for successful Emailer Settings setup.
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Branding Settings
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Configure site-level branding settings:
Select the Configure Branding Settings button.
Once the page loads, customize the following:
Primary Color: Select the main color for site email campaigns using the color picker or input a Hex or RGB code into the text box.
Add Site Nickname.
Add a Logo image.
Add a Banner image.
Drag and Drop files or select each image section to choose an image from your computer's file locator.
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Configuring the email settings
Select the Configure Email Settings button in the alert.
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Enter your brand’s primary color using a color picker or the text box provided (Only Hex codes are accepted).
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Having trouble finding your HEX code? Contact your CSM for help. |
Add a Site nickname.
Click or drag to add a Logo in the Logo Image section.
Accepted file types: png, jpg, jpeg, gif, webp, bmp, svg
Click or drag to a Banner in the Banner Image section.
Accepted file types: png, jpg, jpeg, gif, webp, bmp, svg
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Select Save once finished.
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Save, or Cancel using the bottom two buttons.
Once site configurations have been set up, the page does not allow for their complete removal.
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