Manage Marketing Brand's Settings

Overview

In Marketing Settings, you can add and set your brand's details, including the logo, marketing contact address, email footer, and more.

Settings in Marketing includes two sections:

• Brands: Entities that are part of your company. For example, you have more than one brand that provides the same service to your customers but has different branding. You can create a brand, add a logo, and set a different email address and location for each brand.

• Email Settings: Here, you can customize the information your brands' customers see in the marketing emails they receive.

Things to know

• You have to add at least one brand.

• You can publish a Corporate HQ brand to all offices to streamline the setup process and ensure uniform branding. The offices can then use the Corporate HQ brand settings when creating campaigns. For more, see Create campaigns.

• You can use the information in the Company Details section as merge tags to automatically populate your marketing content. For example, if you enter {{company_tagline}} in a marketing template, your company tagline appears in your marketing campaigns.

• Information you add to Sender Details is the default for all newly created campaigns. You can also set different sender details for individual campaigns.

• After you add your logo, you can use it in any Marketing email. Your logo is automatically added to any email sent to customers by Marketing Pro.

Understand Marketing Brand's settings

In Marketing Pro Settings, you can set your brands to send your customers email marketing campaigns and more.

When you first sign in to Marketing Pro, the Marketing Pro screen opens asking you to start your Marketing Pro journey. Click Get started.

On the Marketing Pro Settings screen that opens, click Begin setup to set up your default brand.

This takes you to the Add Default brand screen, where you create your default brand. For more, see Add a brand.

Note: If you don't have a brand set up completely, you can't start working in Marketing Pro.

Add a brand

1. Go to the navigation bar and click Settings > Brands. 

2. On the Active Brands screen that opens, you can see Active Brands and Archived Brands. Click Add New and select one of the following:        

   1. Add New with Default Brand Information: Start building your brand using the default brand's information. This option saves you time when creating brands similar to your default brand, and you can still make changes before saving.

   2. Start from Scratch: Build your brand without any pre-populated information.

Add a new brand with default brand information

1. Go to the navigation bar and click Settings > Brands.

2. On the Active Brands screen that opens, click Add New > Add New with Default Brand Information. 

3. On the Add brand screen that opens, update the Brand Details for the new brand. 

4. Select each trade that applies to your business. 

5. Click Finish to create the new brand.

6. On the confirmation window that opens, click Configure Email.        

   Tip: You can click Complete Later to save the newly created brand and complete the email configuration later.

        

7. On the Email Configuration screen, select one of the following options to go to the Email Configuration step:        

   1. Use Default Brand's Email Information: Start building your email configuration using the default brand's email information.

   2. Start from Scratch: Configure your brand's email by entering the information in the blank Sender and Footer fields.

8. After selecting an option, click Select. 

9. In the Sender section, enter or update the sender information for your outgoing marketing content. This information includes:        

   1. Sender Name: Enter the name of the sender. For example, Marketing at <Your Company's Name>.

   2. Sender Domain: Enter the web subdomain of your brand. The outgoing marketing emails you send to your customers are sent from the information you enter in the Sender Domain field plus domain.com. For example, nexttenant.service(domain).com.

   3. Sender Email: Enter the email address you want your marketing content to originate from. After you enter the sender's email address, the sender's domain is added automatically. For example, john.doe@SenderDomain.PartnerDomain.com.

10. Note: If you choose different sender details when building a new marketing campaign from the Campaign section in Marketing Pro, the new information overrides the information entered in this section.

         

11. In the Reply-To section, enter or update the email address where you want to receive the replies to your marketing content. 

12. In the Footer section, enter or update any additional information you want to include in your marketing content. You can provide the following additional details as needed:        

    1. Legal Copy: Enter any legal information about your brand that you want to include in marketing content, such as disclaimer information or links to relevant customer or license agreements.

    2. LIC #: Enter your skilled trade license number.

    3. Copyright Text: Enter any copyright information for your brand. 

13. Click Finish.

14. On the confirmation window that opens, click Done.

Add a new brand from scratch

1. Go to the navigation bar and click Settings > Brands.

2. On the Active Brands screen that opens, click Add New > Start from Scratch. 

3. Complete each of the following sections for the new brand:        

   1. Brand Details: Enter your brand details as you want them to appear in your campaigns.

   2. Select your trades: Select the trades that apply to your brand.

   3. Sender: Enter the sender information for your outgoing marketing content.

   4. Reply-To: Enter the email address where you want to receive the replies to your marketing content.

   5. Footer: Provide additional details for the footer of your outgoing marketing content.

Brand Details

On the Add brand screen, provide the Brand Details.

Tip: You can add the information provided here to your marketing content using merge tags. Details entered here appear exactly as you enter them when using merge tags.

The Brand Details section includes:

• Brand Name: The brand name that you want to appear on your campaign.

• Tagline/Slogan: The brand tagline or slogan that you want to appear on your campaign.

• Street Address, Suit, City, State, and Zip Code: The brand address.        

  Note: Canadian customers see the Postal Code and Province fields instead of Zip Code and State.

• Company Email: The email address that you want to appear on your campaign.

• Year Established: The year the brand was established.

• Website URL: The URL for your brand's website.

• Phone Number: The phone number for your brand.

• (Optional) Facebook URL: The URL for your brand's Facebook account.

• (Optional) X URL: The URL for your brand's X account        

  Note: X was formerly known as Twitter.

• (Optional) Youtube URL: The URL for your brand's YouTube account.

• (Optional) Instagram URL: The URL for your brand's Instagram account. 

• Logo: Upload your logo. File types you can upload include PNG, JPG, SVG, and JPEG. Logos can be any size, but you'll get the best results if your logo is at least 180x180px.        

  Note: You can download, delete, or replace the logo.

       

Select your trades

1. In the Select Your Trades section, select each trade that applies to your brand.        

   Note: New email templates are periodically added to Marketing for each trade you select.

        

2. Click Finish to create the new brand.

3. On the confirmation window that opens, click Configure Email.        

   Tip: You can click Complete Later to save the newly created brand and complete the email configuration later.

        

4. On the Email Configuration screen that opens, select one of the following options:        

   1. Use Default Brand's Email Information: Start building your email configuration using the default brand's email information.

   2. Start from Scratch: Configure your brand's email by entering the information in the Sender and Footer fields. 

5. After you make your selection, click Select.

Sender

In the Sender section, enter sender information for your outgoing marketing content. This information includes:

• Sender Name: Enter the name of the sender. For example, Marketing at <Your Company's Name>.

• Sender Domain: Enter the web subdomain of your brand. The outgoing marketing emails you send to your customers are sent from the information you enter in the Sender Domain field plus domain.com. For example, nexttenant.service(domain).com.

• Sender Email: Enter the email address you want your marketing content to originate from. After you enter the sender's email address, the sender domain is added automatically. For example, john.doe@SenderDomain.PartnerDomain.com.

Note: If you choose different sender details when building a new marketing campaign from the Campaign section in Marketing Pro, the new information overrides the information entered in this section.

Reply-To

In the Reply-To section, enter the email address where you want to receive the replies to your marketing content.

Footer

The information you enter in the Footer section is displayed in the footer of your marketing emails. For example, you can provide details about your marketing content complying with spam laws. This information can also be used as merge tags in your marketing content.

This information includes:

• Legal Copy: Enter any legal information about your brand that you want to include in marketing content, such as disclaimer information or links to relevant customer or license agreements.

• LIC #: Enter your skilled trade license number.

• Copyright Text: Enter any copyright information for your company.

After entering the new brand information, click Finish. On the confirmation window that opens, click Done.

Publish a Corporate HQ brand for all offices

Publish a Corporate HQ brand to make it available for all offices, streamlining the setup process and ensuring uniform branding. If any changes are made to the Corporate HQ brand after publication, those changes are automatically applied to all offices. 

Note: You can't unpublish a Corporate HQ brand.

To publish a Corporate HQ brand for all offices:

1. Ensure you're in the Corporate HQ view. For more, see Marketing Pro Corporate HQ and Offices access and switch.

2. Go to the navigation bar and click Settings > Brands.

3. Find the corporate brand you want to make available for all offices and click Actions > Edit. 

4. Click Publish as Corporate HQ Brand.

5. Click Publish to confirm you want to publish this brand as a Corporate HQ brand. 

The Corporate HQ brand is now available for all offices and can be viewed on the Active Brands screen, indicated by the Corporate HQ tag.

Set a default brand

1. Go to the navigation bar and click Settings   > Brands.

2. Find the brand you want to set as default.

3. Click Actions and select Set as Default. The brand is tagged by Default.

Edit brands

1. Go to the navigation bar and click Settings > Brands.

2. Find the brand you want to edit.

3. Click Actions and select Edit. 

4. On the Brand Details screen, make the updates as needed.

5. When finished, click Save.

Archive and delete brands

1. Go to the navigation bar and click Settings > Brands.

2. Find the brand you want to edit.

3. Click Actions and select Edit.

4. In the Brand Details, click Archive. 

5. On the confirmation window that opens, select that you agree to delete the brand and click Archive.

Want to learn more?

• See Marketing Pro overview and basics for Corporate HQ

• See Marketing Pro overview and basics for Offices