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Brand your customer emails

Add your company's brand to buyer-facing emails with logos, brand colors, and custom text.

Steve Stormoen avatar
Written by Steve Stormoen
Updated over 2 weeks ago

Custom brand your buyer-facing emails to stand out and let your buyers know they’re purchasing directly from you when shopping on the marketplace.

How email branding works in Tackle

After you create a listing and before creating and sending your first offer, you can set up your email branding, using design elements to give your buyer-facing emails a personal look that aligns with your company. Branding elements include:

  • A custom logo and branding colors for things like banners and call-to-action buttons

  • Custom text, including hyperlinks you can add

You can preview your changes as you complete the form and then test your branding before going live. You can also save your branding form as a draft to publish at a later time.

Note

Custom branding currently applies to these buyer-facing emails only:

  • Private offer instruction emails for all cloud marketplaces sent when an offer is extended

  • Welcome emails sent after a completed marketplace transaction

Branding elements

Logo

Your logo displays in the header of the email. When uploading a logo:

  • Choose an image that is a maximum of 140 px wide by 40 px tall with a file size no more than 5 MB

  • File type format must be a GIF, PNG, or JPG

  • Add an image with a transparent background. This helps when selecting a background color for the header where the logo is positioned in the email.

Brand background colors

You can add up to three colors to customize your email header, announcement banner, and call-to-action buttons. To select, use the built-in color picker or enter the six-character hexadecimal color(s) of choice.

Email header

The color selected appears at the top of the email and is the background for your logo.

Announcement banner

For banners, the color appears in the section below the header and includes basic information about your product. The text for this section is white, so select a color that contrasts nicely with lighter colors.

Buttons

The button color you choose will be the background hue for all the calls to action in the email. The text for the buttons is white, so select a color that contrasts nicely with lighter colors.

Custom text

Give your Welcome email a personal touch by adding custom text, including hyperlinks. To add, click in the text box and start typing your message. The character max is 200.

To save your message, click Save as draft. If you want to edit, click Edit message or in the text box. To clear the text box, click Reset to default or hit the Escape button on your computer.

Note: Adding custom text is optional. If you don’t customize the text, a default message will appear in your emails.

A sample email to your buyers, with a preview of your button, background color, and email text.

Set up email branding

Note: Use the right side panel to preview your changes as you set up your branding. The preview template updates as you enter information in the fields. Make sure to save your changes before you exit the page.

  1. In Tackle, go to the left menu and click Account settings.

  2. Click the Preferences tab.

  3. Go to Branding and click Email branding.

    The Account Settings menu in the Tackle Platform, with the Preferences tab selected. A tile titled "Email branding" is listed in the "Branding" section.


    An email branding form opens.

    The email branding section includes a section to upload your company's logo, three color picker menus where you can enter your brand's colors using hex code or a color picker, and a preview window to show what your emails will look like to your buyers.

  4. Upload a logo. File maximum is 140 x 40 pixels and 5 MB in size.

  5. Add Brand background colors. Use the color-picker or enter a hex color code number for each:

  6. To add custom text, click in the text box in the body of your Welcome email template and type your message. Click Enter on your computer to finish. To change or clear the message, click Edit message or Reset to default.

    Note: Custom text is optional and only available for Welcome emails.

  7. When you’re done, click Save as draft. This saves your changes, including your message, and prepares your draft for testing and publishing. Once the draft is saved, the Send test email and Publish options appear.

    Note: You must save your draft to test and publish your email.

    The Save as draft button is below the email preview.

  8. To test your email before you publish, click Send test email and select the branding form you want to test. A test email is sent to the email address associated with your Tackle account.

    Note: Test emails will show the seller as Acme Corp. This seller name is for testing purposes only and will not be used in emails sent to your buyers. When you send emails to buyers, your company name will show instead.

  9. When you’re done testing, click Publish. Your email branding will go live and be used in your emails immediately after you publish.


Edit email branding

To edit your current email branding, follow steps 1-4 in Set up email branding to make your changes.

Tip: When you start editing the branding form, you can view the previously published version and the current draft. Click the Draft or Published options at the top of the template to view.

Choose between a Draft or Published version of your email branding using the radio buttons above your email preview.
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