Rebranding your resold accounts

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Rebranding your resold accounts

Introduction

Rebranding your resold accounts is a crucial feature for ActiveCampaign Agency Partners to customize the appearance and branding of the ActiveCampaign platform for their clients. This capability allows agencies to offer a white-labeled solution, effectively enabling them to sell ActiveCampaign accounts under their own brand. Such rebranding enhances client trust and strengthens the agency's identity.

This feature is particularly important for agencies that wish to hide ActiveCampaign's branding, thereby presenting their services as standalone offerings. Through the rebranding options available in the Agency Dashboard, agencies can ensure a cohesive brand experience for their clients.

How to Access This Feature

To access the rebranding options, you must first log into your Agency Dashboard. This dashboard is the central point for managing your clients' accounts and applying rebranding settings. Once logged in, navigate to the settings where you can begin customizing the appearance of your resold accounts.

Step-by-Step Instructions

Here’s how to effectively white label your resold accounts:

1. Log into your Agency Dashboard.
2. Click on Default account settings to begin configuring your rebranding options.
3. **Optional**: Add a new account name

  - Type the desired account name into the provided field. 
  - This name will display in the application title and on default and notification emails.

1. **Optional**: Add your logo

  - For a full logo, click on Full Logo and provide the URL for the logo image.
  - For a smaller version, click on Small logo and enter the URL for the small logo image.

1. **Optional**: Enable non-removable headers

  - You can specify a content block that would appear at the top of all messages sent from the white-labeled account.

1. **Optional**: Enable non-removable footers

  - Similar to headers, you can specify a footer content block for all outgoing messages.

1. **Optional**: Customize templates and styles

  - Override CSS classes and customize HTML templates for both public and admin sides of the platform. Choose which option to customize and a box will appear for your modifications.

1. **Optional**: Add your favicon

  - Type or paste the favicon image URL into the field provided to modify the icon shown next to the page URL.

1. **Optional**: Hide product links

  - Use the Hide Product Links checkbox to conceal information about the application, directing focus solely on your branding.

1. **Optional**: Set new account defaults

  - You can remove all default templates from your resold accounts or upload your own email templates.

1. Choose the accounts to update

  - If you want the changes to apply to existing accounts, check the box. Otherwise, leave it unchecked for new accounts only.

1. Click the Update button to save your changes.

Configuration Options and Settings

The rebranding process involves various configuration options, including:

- **Account Name**: The identifier that will show in various application areas. - **Full Logo**: Upload a larger version of your logo as the primary brand identifier. - **Small Logo**: An alternative logo for smaller contexts. - **Non-removable Headers**: Set prefixed content for messages. - **Non-removable Footers**: Place designated content at the message’s end. - **Customization of Templates and Styles**: Override standard styles with your CSS code. - **Favicon**: The site icon for bookmarks and tabs. - **Hide Product Links**: An option to eliminate ActiveCampaign branding and references. - **New Account Defaults**: Control over template settings for future accounts.

Best Practices and Tips

1. **Consistent Branding**: Ensure that all logos, names, and styles are consistent across accounts for a professional look. 2. **Content Relevance**: Use meaningful content in headers and footers that aligns with your services. 3. **Test Changes**: Before applying changes to existing accounts, test them on a new account to ensure everything appears as intended. 4. **Monitor Updates**: Regularly check for updates in the Agency Dashboard that can enhance your rebranding experience.

Common Use Cases with Examples

- **Agency A** rebrands the ActiveCampaign platform as "Agency A Marketing Tool" to enhance visibility to their clients. - **Agency B** integrates their logo into outgoing emails for enhanced recognition among recipients. - **Agency C** opts to utilize custom CSS to create a visually cohesive user interface that aligns with their brand identity.

Troubleshooting

If you encounter issues while rebranding:

- **Logging In**: Ensure that your credentials are correct and that you have the necessary permissions to access the Agency Dashboard. - **Image URLs**: Check all URLs for logos and favicons; invalid links will result in missing images in the interface. - **Changes Not Reflecting**: Double-check the box for applying updates to existing accounts if changes do not appear after saving.

Related Features

- [Customization of Landing Pages]: Learn more about how to customize landing pages for your clients to ensure a cohesive brand experience. - [Using the Agency Dashboard]: For further details on managing multiple accounts from the central location.

FAQ

Q1: What happens if I hide product links? - Hiding product links will remove all ActiveCampaign branding, focusing solely on your company's identity.

Q2: Can I apply custom styles to only some of my accounts? - Yes, you can choose whether to apply custom styles to all accounts or just new ones.

Q3: Is there a limit to how many logos I can add? - Typically, you can add one full logo and one small logo per account.

Q4: What should I do if my logo doesn't display correctly? - Verify the logo URL is correct and ensure the image format is supported.

Q5: Are changes I make reversible? - Yes, you can adjust or revert changes anytime from the Agency Dashboard.

Q6: How long do the changes take to apply? - Changes are typically applied immediately; however, allow a few moments for the updates to reflect accurately.

Q7: Can I preview the rebranding changes before finalizing them? - Previews are not typically available; it's recommended to test with a new account first to check results.

Rebranding your resold accounts can significantly enhance how your agency and its solutions are perceived by clients. By carefully following the steps outlined above, you can create a tailored ActiveCampaign experience that aligns perfectly with your branding strategy.