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Brand Settings

The home for editing your brand assets after onboarding: logo, theme, description, emailed report frequency, and partnership goals.

Brand Settings is where you update the settings that apply automatically across all your campaigns, control how often reports are emailed, and update your partnership goals. Emailed reports can also be toggled on and off per user in the Users tab.

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

Brand theme

Customize your brand's visual identity:

  • 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.

Brand description

Create a compelling description of your brand to display to customers.

  • 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.

Emailed reports

  • Choose how often reports are emailed: Monthly, Weekly, or Both.

  • Set the Start Day of Reporting. This is the day of the week your reporting period starts.

Partnership goals

View and update your partnership goals. Your responses help guide how we support your business and how we evaluate our performance against your priorities.

Need more help? Contact us at [email protected]

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