Your brand on everything a client sees. Reports, emails and the sign-in page.
Set your logo, colour and name once. Clients read their reports, receive their emails and sign in under your agency's brand, on your own domain if you like.
- Logo, colour, name
- Your own domain
- Live preview
Six settings, one page. Each shows up where it should, and nowhere else.
Logo
On reports, in emails and on your sign-in page. Switched off, clients see no logo at all.
Brand colour
The accent of your reports and the buttons in your emails and on your sign-in page. A colour too light to read on white is refused.
Name
Your workspace's name as clients see it. Switched off, they see no name.
Sign-in page
A link you give your clients. They sign in on a page in your brand, and come back to it when they sign out.
Custom domain
Clients sign in and open their reports on your own domain. Optizads checks its DNS and says what is missing.
Reply-to address
Emails to your clients carry your name as the sender, and their replies come to your inbox.
See what the client sees. Before you save.
The Branding page shows the PDF, the email and the client portal side by side, and updates them as you type. No test sends, no guessing.
PDF
The cover, the colour and the logo of the weekly report.
Email
The sender, the subject and the reply-to address.
Portal
The page your client opens from the link.
Hide your name or logo and nothing appears in its place. The one trace of us left is the address the emails are sent from.
Questions about branding.
Anything else? Ask Oppy in the product, or write to the team.
Who can use branding?
Agency workspaces. Branding applies to every client account in the workspace, so each report and email goes out under the agency's name.
Can my clients sign in?
Yes. Invite them, then give them your sign-in link: they sign in with an email link, on a page in your brand. Everyone in a workspace sees every account in it, so a client who should see only their own account needs a workspace of their own.
How does the custom domain work?
Add the domain on the Branding page and set the DNS record it shows. Optizads checks the record for you and tells you when the domain is connected.
Do clients see the Optizads name?
Not on what you brand. Your logo, colour and name lead the reports, emails and sign-in page, and a hidden setting shows nothing in its place. Emails are sent from an Optizads address, with your name as the sender and replies to your inbox.
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