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This guide will walk you through the step-by-step process of setting up your emailer and branding settings in the Automation Tool.

Before you begin the configuration, make sure to choose a Client, a Platform, and a site in Das admin.

Use the left-side navigation 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 toolbox.

Each button within the alert boxes navigates you to the correct settings context.

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Configure Email Settings

  1. Navigate to the Automation Toolbox using the left-side navigation.

  2. Select the Configure Email Settings button in the first warning.

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.

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Configure Branding Settings

To navigate back to the Automation tool, use the breadcrumbs at the top of the page.

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Configure site-level branding settings:

Select the Configure Branding Settings In the second warning.

  1. Enter your brand’s primary color using a color picker or the text box provided (Hex or RGB codes are accepted).

  2. Add a Site nickname.

  3. Click or drag to add a Logo in the Logo Image section.

    • Accepted file types: png, jpg, jpeg, gif, webp, bmp, svg

  4. Click or drag to a Banner in the Banner Image section.

    • Accepted file types: png, jpg, jpeg, gif, webp, bmp, svg

Save, or Cancel using the bottom two buttons.

The page prevents the complete removal of site configurations.

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