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Setting Up Your Account in the Onboarding Wizard

Walks new users through the first stage of the onboarding wizard: uploading your logo, customizing your brand theme and description, setting up tags, and adding partnership goals and a contact.

Before you build any campaigns, the Onboarding Wizard walks you through your account's general details such as your branding, your tags, and your goals. This takes about 5–10 minutes.

1. Upload your brand logo

Upload a logo that looks great on both white and grey backgrounds. Your logo must be:

  • Transparent

  • .png format

  • A minimum width of 600px

  • A maximum file size of 1MB

  • Horizontal in orientation

2. Customize your brand theme

Set the look of your emails by adjusting three things:

  • Color: Set your CTA button color using your brand's Hex code, RGB, or HSL value.

  • Font: Choose the email font. Available fonts: Arial, Arial Black, Helvetica, Verdana, Geneva, Tahoma, Trebuchet MS, Sans-Serif, Inter, Impact, Times New Roman, Georgia, Garamond, Courier New, Lucida Console, Monospace, and Terminal.

  • CTA Verb: Set the header and CTA verb. Available options: Activate, Get, Save, and Unlock.

3. Set up your brand description

Write a compelling description of your brand for customers. Spam-triggering words are automatically flagged and can't be used.

  • Section Header: Defaults to your brand name. If your brand story has a different opener, enter it here.

  • Brand Story: A short description of who you are and what you offer. This appears in every SafeOpt email and helps both deliverability and engagement.

  • Give Me Another Suggestion: Uses the built-in AI tool to help write a compelling description.

  • Alignment: Set the brand description's alignment to Left, Center, or Justify.

4. Set up your Minty tags

You'll need to install tracking tags on your site. This usually takes around five minutes, though you may want a technical resource to help.

  1. Select your platform.

  2. Choose how to install:

    • Install the tags yourself: Use the Tag Guides for step-by-step instructions for your platform.

    • Send them to your technical resource: Forward the tags to a developer.

    • Request assistance: Ask our onboarding team to install them for you.

5. Add your partnership goals

Enter your partnership goals. Our Client Success team uses these to review your campaigns and recommend the right solutions.

6. Add a contact

Add a contact we can reach out to if needed. Your account setup is now complete.

Need more help? Contact us at [email protected]

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