Your Company Profile allows you to define your brand and provide a unified, instantly recognizable look to all of your marketing content. Your company profile is used in your automatically generated email, landing pages, and ad templates.
Video 1:49 How to work with the company profile
This article includes information on how to update the following aspects of the Company Profile:
- Address & contact details
- Logo
- Colors
- Typography
Note: Only users with Administrator access can update the company profile.
Opening the Company Profile
To open your Company Profile, complete the following steps:
- Select the Settings icon in the upper right corner of your Upsales screen.
- Select Settings.
- From the left-hand menu, select Company Profile from the Marketing section.
Updating the Address & Contact Details
Your Company Address & contact details most often appear in the footer of your pages and emails. This information makes it easier for your readers to reach you.
To update the Address & contact details, complete the following steps:
- On the Company Profile screen, update your Company names to appear on your templates.
- Enter the Address information for readers to contact you.
- Enter the Phone number for readers to contact you.
- Enter the Email for readers to contact you.
Uploading Logos
Your logo is an important part of your brand that you want clearly visible in your default templates. Since some templates have darker backgrounds and are more suitable with a light logo, we encourage you to upload two different logos--one for a dark background and one for a light background. You can upload a logo by selecting an image file from your computer or by entering a URL where a logo file is stored.
To upload a logo image file, complete the following steps:
- On the Company Profile screen, select the Edit button on the dark or bright background logo placeholders.
- Drag the image or select the link to locate the file. You can also select from one of your previously uploaded image files.
- Select Save at the bottom of the screen.
To use a logo from a URL, complete the following steps:
- On the Company Profile screen, select the Enter URL button on the dark or bright background logo placeholders.
- Enter the URL link for the image you want to use and select Save.
- Select Save at the bottom of the screen.
Changing Colors
You can define four primary colors to use in your default templates for mail, advertising and landing pages. The primary colors are used for automatically generated Upsales templates and are readily available when editing content. However, you can change your templates to use any colors. You can also define any number of Extra Colors, which are not used in automatically generated content, but will be available when editing content.
To set your primary company profile colors, complete the following steps:
- On the Company Profile screen, enter a HEX code or select a color from the color picker for each of the following:
- Main color
- Button
- Content background
- Background
- To define an extra color:
- Select the + under Extra Colors.
- Enter the HEX code or select a color from the colour picker.
- Select Add.
- Select Save at the bottom of the screen.
You can delete an extra color by selecting the X at the top right of the color. It will be removed when the page is refreshed.
Changing Typography
The Typography section of the Company Profile allows you to control the font family, size, color and formatting for each type of content in your templates, including:
- Main title
- Secondary title
- Preamble
- Paragraph
- Link
- Button
To set your company profile typography, complete the following steps for each type of content:
- Select the Font family from the drop down list of select web-friendly fonts.
- Select the Text Size from the drop down list.
- Define the Text Color by entering the HEX code or selecting a color from the color picker.
- Define additional formatting by selecting the Bold, Underline, and/or Italics icons.
- Select a color for Buttons by entering a HEX code or selecting a color from the color picker.
- Define a color for Footer links by entering a HEX code or selecting a color from the color picker.
- Define a color for Footer text by entering a HEX code or selecting a color from the color picker.
- Select Save at the bottom of the screen.
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