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Set up your Corporate Branding

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Level: System Administrator

Your brand is important to you. That makes it important to us.

Prerequisites

You will need the following:

  • Welcome Cover Image - For more information about the Welcome Cover Image's dimensions, composition, and file size, then read the About the Welcome Cover Image for Engage article.
  • Company Logo (SVG format) - Ask your marketing team for a copy of your company logo, which needs to be in color.
  • Brand Color (HEX format)
  • System Administrator access to Engage Configuration settings

Update your Welcome Cover Image

You will need a (Width 375px x Height 812px) PNG image. 

In the Engage Client Cover Image area, complete the following:

  1. Navigate to Admin Settings > System Config > General > Engage Configuration.
  2. In the Engage Client Cover Image section, for the existing image, click the delete link. The file upload displays.
  3. Either drag and drop the file OR click the Click to Upload button. The file displays.
  4. Click the Update button.

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Update your Welcome Message

The Welcome Message that displays on the Cover Image.

From Serraview, complete the following:

  1. Navigate to Admin Settings > System Config > General > Engage Configuration.
  2. In the Welcome Title field, enter in the welcome title.
  3. In the Welcome Message field, enter the brief welcome message.
  4. Click the Update button.

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Update your Company Logo

Ask your marketing team for a copy of your company logo, and it needs to be in color (not monochrome) in SVG format. 

Ensure that the SVG file:

  • contains a clean SVG and not contain any propriety tags, as these are not supported.
  • is not using hard coded styles.
  • does not contain padding.
  1. Navigate to Admin Settings > System Config > General > Engage Configuration.
  2. In the Engage Client Logo section, for the existing image, click the delete link. The file upload displays.
  3. Either drag and drop the file OR click the Click to Upload button. The file displays.
  4. Click the Update button.

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Update the Brand Color to match your Brand

You can apply your main brand color to Engage's user interface controls.

  1. Navigate to Admin Settings > System Config > General > Engage Configuration.
  2. In the Brand Color field, enter the hex code for the color. The example below updated the color #1EC2EF (Turquoise) to #F8CA08 (Yellow).
  3. Click the Update button.
  4. From your mobile device or web browser, open Engage.
  5. Check that the colors display.

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Blue Accent Color

Engage Mobile Engage Web

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Yellow Accent Color

Engage Mobile Engage Web

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