This guide will walk you through the step-by-step process of setting up your emailer and branding settings in the Automation Tool.
| Include Page | ||||||
|---|---|---|---|---|---|---|
|
Before you begin the configuration, make sure to choose a Client, a Platform, and a site in Das admin.
Use the left-side navigation within Das admin to select the Automation Tool at the bottom.
Automation Toolbox Overview
If this is your first visit, two alert boxes will appear, warning you to configure settings before using the
...
Emailer tool.
Each button within the alert boxes navigates you to the correct settings context.
...
Configure Email Settings
From the Das Admin, select a client, platform, and site.
Navigate to the Automation Toolbox > Emailer Tool.
Under the Automation category, choose Site Emailer ConfigsSelect the Configure Email Settings button in the first alertbox.
Configure platform-level email settings:
...
Select the
...
Configure Email Settings button
In the modal,
...
add an Emailer Username
...
.
...
Select CREATE EMAILER SETTINGS
...
to complete the setup.
...
A success notification appears for successful Emailer Settings setup.
...
Configure Branding Settings
...
To navigate back to the Automation tool, use the breadcrumbs at the top of the page.
...
Configure site-level branding settings:
Select the Configure Branding Settings In the second alertbox.
Enter your brand’s primary color using a color picker or the text box provided (Hex or RGB codes are accepted).
- Provide
Add a
site nickname. Save, update, and cancel configurations as needed.
Ensure the form prevents 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
Site nickname.
Save, or Cancel using the bottom two buttons.
| Note |
|---|
The page prevents the complete removal of site configurations. |
...